Wooster Corthell Wealth Management, Inc. Portfolio Holdings
Wooster Corthell Wealth Management, Inc.
- $469 Million
- Q3 2024
Wooster Corthell Wealth Management, Inc. has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $469 Million distributed in 52 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mega Cap ETF with a value of $101M, Vanguard Total Stock Market Et with a value of $49M, Schwab Strategic Tr Intl Eqty with a value of $42M, Ishares Core S&P Total U.S. St with a value of $41.5M, and Vanguard Intermediate Term Tre with a value of $26.9M.
Examining the 13F form we can see an increase of $26.9M in the current position value, from $442M to 469M.
Below you can find more details about Wooster Corthell Wealth Management, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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