The Analysis of WoodTrust Financial Corp's Holdings
Currently, WoodTrust Financial Corp holds 185 types of securities in its portfolio with a total value $839.8K. In the most recent quarter, they have increased their positions in VWO (+608.2K shares, valued at $33.0K), VOT (+108.7K shares, valued at $31.9K), VOE (+173.2K shares, valued at $30.2K); decreased their positions in BRK.A (-9.7K shares, valued at $7.4M), AMGN (-588.2K shares, valued at $166.0K), AMZN (-74.1K shares, valued at $16.3K); initiated new positions in VWO (+608.2K shares, valued at $33.0K), VOT (+108.7K shares, valued at $31.9K), VOE (+173.2K shares, valued at $30.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
EFA ISHARES TR MSCI EAFE ETF1.1M shares4.41%2025-09-302025-10-28
VWO VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF608.2K sharesnew addition2025-09-302025-10-28 MSFT MICROSOFT CORP COM63.1K shares-1.98%2025-09-302025-10-28 VOT VANGUARD INDEX FDS MCAP GR IDXVIP108.7K sharesnew addition2025-09-302025-10-28 VOE VANGUARD INDEX FDS MCAP VL IDXVIP173.2K sharesnew addition2025-09-302025-10-28 BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW57.8K shares-24.36%2025-09-302025-10-28 IWO ISHARES TR RUS 2000 GRW ETF89.0K shares-1.94%2025-09-302025-10-28 IWN ISHARES TR RUS 2000 VAL ETF158.5K shares-1.36%2025-09-302025-10-28 AMZN AMAZON COM INC COM118.1K shares-38.56%2025-09-302025-10-28 JPM JPMORGAN CHASE & CO. COM79.0K shares-2.05%2025-09-302025-10-28 AAPL APPLE INC COM97.0K shares-12.07%2025-09-302025-10-28 GOOGL ALPHABET INC CAP STK CL A86.2K shares-5.58%2025-09-302025-10-28 JNJ JOHNSON & JOHNSON COM112.6K shares0.32%2025-09-302025-10-28 AMAT APPLIED MATLS INC COM77.9K shares-20.12%2025-09-302025-10-28 WMT WALMART INC COM144.4K shares-0.75%2025-09-302025-10-28 BRK.A BERKSHIRE HATHAWAY INC DEL CL A19 shares-99.81%2025-09-302025-10-28 CRM SALESFORCE INC COM59.6K shares0.88%2025-09-302025-10-28 AXP AMERICAN EXPRESS CO COM40.8K shares-30.93%2025-09-302025-10-28 GOOG ALPHABET INC CAP STK CL C51.5K shares-8.33%2025-09-302025-10-28 GS GOLDMAN SACHS GROUP INC COM15.5K shares-3.04%2025-09-302025-10-28 HD HOME DEPOT INC COM29.8K shares0.11%2025-09-302025-10-28 VOO VANGUARD INDEX FDS S&P 500 ETF SHS19.4K sharesnew addition2025-09-302025-10-28 DIS DISNEY WALT CO COM98.8K shares-1.29%2025-09-302025-10-28 PYPL PAYPAL HLDGS INC COM162.5K shares2.13%2025-09-302025-10-28 PEP PEPSICO INC COM77.5K shares6.00%2025-09-302025-10-28 PFE PFIZER INC COM411.9K shares2.17%2025-09-302025-10-28 COST COSTCO WHSL CORP NEW COM11.2K shares-1.19%2025-09-302025-10-28 WM WASTE MGMT INC DEL COM42.5K shares1.30%2025-09-302025-10-28 UNH UNITEDHEALTH GROUP INC COM26.8K shares9.86%2025-09-302025-10-28 NKE NIKE INC CL B128.3K shares0.03%2025-09-302025-10-28 GD GENERAL DYNAMICS CORP COM23.1K shares-1.40%2025-09-302025-10-28 IDXX IDEXX LABS INC COM12.2K shares-3.35%2025-09-302025-10-28 NOC NORTHROP GRUMMAN CORP COM12.6K shares-1.49%2025-09-302025-10-28 DE DEERE & CO COM16.3K shares1.16%2025-09-302025-10-28 CVX CHEVRON CORP NEW COM46.7K shares-0.55%2025-09-302025-10-28 VRSK VERISK ANALYTICS INC COM26.1K shares3.18%2025-09-302025-10-28 HON HONEYWELL INTL INC COM30.1K shares2.71%2025-09-302025-10-28 SBUX STARBUCKS CORP COM68.7K shares-13.16%2025-09-302025-10-28 VTI VANGUARD INDEX FDS TOTAL STK MKT15.9K sharesnew addition2025-09-302025-10-28 VXUS VANGUARD STAR FDS VG TL INTL STK F70.4K sharesnew addition2025-09-302025-10-28 VUG VANGUARD INDEX FDS GROWTH ETF9.8K sharesnew addition2025-09-302025-10-28 VTV VANGUARD INDEX FDS VALUE ETF18.9K sharesnew addition2025-09-302025-10-28 RBA RB GLOBAL INC COM31.5K shares-2.78%2025-09-302025-10-28 FAST FASTENAL CO COM68.8K shares0.00%2025-09-302025-10-28 ECL ECOLAB INC COM10.6K shares0.00%2025-09-302025-10-28 PSTG PURE STORAGE INC CL A33.5K shares-0.59%2025-09-302025-10-28 TDG TRANSDIGM GROUP INC COM2.1K shares-2.30%2025-09-302025-10-28 QQQ INVESCO QQQ TR UNIT SER 14.5K shares-0.27%2025-09-302025-10-28 GEV GE VERNOVA INC COM4.1K shares0.10%2025-09-302025-10-28 APP APPLOVIN CORP COM CL A3.5K sharesnew addition2025-09-302025-10-28 ORLY OREILLY AUTOMOTIVE INC COM22.3K shares0.00%2025-09-302025-10-28 LIN LINDE PLC SHS5.0K shares0.00%2025-09-302025-10-28 AON AON PLC SHS CL A6.1K shares0.00%2025-09-302025-10-28 ROK ROCKWELL AUTOMATION INC COM6.2K shares0.00%2025-09-302025-10-28 CSGP COSTAR GROUP INC COM25.5K shares1.39%2025-09-302025-10-28 SYK STRYKER CORPORATION COM5.8K shares0.00%2025-09-302025-10-28 LOW LOWES COS INC COM8.6K shares0.00%2025-09-302025-10-28 RMD RESMED INC COM7.8K shares0.98%2025-09-302025-10-28 AMGN AMGEN INC COM7.4K shares-98.76%2025-09-302025-10-28 BX BLACKSTONE INC COM11.3K shares0.00%2025-09-302025-10-28 V VISA INC COM CL A5.6K shares0.90%2025-09-302025-10-28 ISRG INTUITIVE SURGICAL INC COM NEW4.2K shares0.00%2025-09-302025-10-28 BA BOEING CO COM8.4K shares-2.34%2025-09-302025-10-28 IBM INTERNATIONAL BUSINESS MACHS COM6.4K shares0.00%2025-09-302025-10-28 UBER UBER TECHNOLOGIES INC COM18.5K shares-26.88%2025-09-302025-10-28 IRTC IRHYTHM TECHNOLOGIES INC COM10.0K shares-6.32%2025-09-302025-10-28 SPY SPDR S&P 500 ETF TR TR UNIT2.5K sharesnew addition2025-09-302025-10-28 MDB MONGODB INC CL A5.4K shares0.00%2025-09-302025-10-28 TOST TOAST INC CL A45.0K shares0.00%2025-09-302025-10-28 ICE INTERCONTINENTAL EXCHANGE IN COM9.8K shares0.00%2025-09-302025-10-28 NVDA NVIDIA CORPORATION COM8.8K shares-0.25%2025-09-302025-10-28 WDAY WORKDAY INC CL A6.8K shares0.00%2025-09-302025-10-28 FANG DIAMONDBACK ENERGY INC COM11.3K sharesnew addition2025-09-302025-10-28 GE GE AEROSPACE COM NEW5.2K shares0.00%2025-09-302025-10-28 AME AMETEK INC COM8.1K shares-64.46%2025-09-302025-10-28 LLY ELI LILLY & CO COM1.9K shares0.00%2025-09-302025-10-28 SPGI S&P GLOBAL INC COM3.0K shares0.00%2025-09-302025-10-28 DXCM DEXCOM INC COM20.6K shares-3.07%2025-09-302025-10-28 SSO PROSHARES TR PSHS ULT S&P 50012.3K sharesnew addition2025-09-302025-10-28 BILL BILL HOLDINGS INC COM25.7K shares-40.17%2025-09-302025-10-28 AVGO BROADCOM INC COM3.9K shares1.30%2025-09-302025-10-28 WAB WABTEC COM6.3K shares-34.03%2025-09-302025-10-28 GWRE GUIDEWIRE SOFTWARE INC COM5.3K shares-12.30%2025-09-302025-10-28 HWM HOWMET AEROSPACE INC COM6.1K shares0.00%2025-09-302025-10-28 ORCL ORACLE CORP COM4.3K shares1.06%2025-09-302025-10-28 VSGX VANGUARD WORLD FD ESG INTL STK ETF16.8K sharesnew addition2025-09-302025-10-28 PG PROCTER AND GAMBLE CO COM7.6K shares-4.65%2025-09-302025-10-28 ABBV ABBVIE INC COM4.9K shares-74.18%2025-09-302025-10-28 GNRC GENERAC HLDGS INC COM6.8K shares0.00%2025-09-302025-10-28 CSCO CISCO SYS INC COM15.1K shares5.43%2025-09-302025-10-28 DSI ISHARES TR ESG MSCI KLD 4008.2K sharesnew addition2025-09-302025-10-28 DSGX DESCARTES SYS GROUP INC COM10.9K shares0.00%2025-09-302025-10-28 RYAN RYAN SPECIALTY HOLDINGS INC CL A17.9K shares0.00%2025-09-302025-10-28 WWD WOODWARD INC COM3.7K shares0.00%2025-09-302025-10-28 XOM EXXON MOBIL CORP COM8.2K shares0.00%2025-09-302025-10-28 ZTS ZOETIS INC CL A6.1K shares-21.58%2025-09-302025-10-28 MCD MCDONALDS CORP COM2.8K shares0.00%2025-09-302025-10-28 SPOT SPOTIFY TECHNOLOGY S A SHS1.2K sharesnew addition2025-09-302025-10-28 SEOAY STORA ENSO OYJ SPON ADR REP R75.6K shares-5.46%2025-09-302025-10-28 PODD INSULET CORP COM2.7K shares0.00%2025-09-302025-10-28 ABT ABBOTT LABS COM6.0K shares-57.76%2025-09-302025-10-28 VCSH VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD10.0K sharesnew addition2025-09-302025-10-28 BSV VANGUARD BD INDEX FDS SHORT TRM BOND10.1K sharesnew addition2025-09-302025-10-28 RSP INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT4.1K shares0.00%2025-09-302025-10-28 VYM VANGUARD WHITEHALL FDS HIGH DIV YLD5.4K sharesnew addition2025-09-302025-10-28 EMR EMERSON ELEC CO COM5.7K shares0.00%2025-09-302025-10-28 BAC BANK AMERICA CORP COM14.3K shares-88.82%2025-09-302025-10-28 META META PLATFORMS INC CL A891 shares0.00%2025-09-302025-10-28 KO COCA COLA CO COM9.8K shares1.03%2025-09-302025-10-28 BND VANGUARD BD INDEX FDS TOTAL BND MRKT8.7K sharesnew addition2025-09-302025-10-28 BIV VANGUARD BD INDEX FDS INTERMED TERM8.2K sharesnew addition2025-09-302025-10-28 UNP UNION PAC CORP COM2.7K shares0.00%2025-09-302025-10-28 DFAT DIMENSIONAL ETF TRUST US TARGETED VLU10.6K shares0.00%2025-09-302025-10-28 VBR VANGUARD INDEX FDS SM CP VAL ETF2.8K sharesnew addition2025-09-302025-10-28 VBK VANGUARD INDEX FDS SML CP GRW ETF1.9K sharesnew addition2025-09-302025-10-28 AIR AAR CORP COM6.3K shares-66.23%2025-09-302025-10-28 AVAV AEROVIRONMENT INC COM1.8K shares-22.22%2025-09-302025-10-28 CW CURTISS WRIGHT CORP COM950 shares0.00%2025-09-302025-10-28 GILD GILEAD SCIENCES INC COM4.5K shares-0.92%2025-09-302025-10-28 SUSA ISHARES TR ESG OPTIMIZED3.7K sharesnew addition2025-09-302025-10-28 WEC WEC ENERGY GROUP INC COM4.3K shares-18.30%2025-09-302025-10-28 ULS UL SOLUTIONS INC CLASS A COM SHS6.8K shares14.17%2025-09-302025-10-28 ASB ASSOCIATED BANC CORP COM18.3K shares-90.60%2025-09-302025-10-28 DVN DEVON ENERGY CORP NEW COM13.3K sharesnew addition2025-09-302025-10-28 ACN ACCENTURE PLC IRELAND SHS CLASS A1.9K shares0.00%2025-09-302025-10-28 DFUV DIMENSIONAL ETF TRUST US MKTWIDE VALUE10.1K shares0.00%2025-09-302025-10-28 CME CME GROUP INC COM1.6K shares0.00%2025-09-302025-10-28 TXN TEXAS INSTRS INC COM2.4K shares0.00%2025-09-302025-10-28 BTC GRAYSCALE BITCOIN MINI TR ET SHS NEW8.6K shares0.00%2025-09-302025-10-28 SHW SHERWIN WILLIAMS CO COM1.2K sharesnew addition2025-09-302025-10-28 WFC WELLS FARGO CO NEW COM4.9K shares-4.24%2025-09-302025-10-28 SPHQ INVESCO EXCHANGE TRADED FD T S&P500 QUALITY5.2K shares0.00%2025-09-302025-10-28 WFC-PL WELLS FARGO CO NEW PERP PFD CNV A300 shares0.00%2025-09-302025-10-28 BROS DUTCH BROS INC CL A7.0K shares0.00%2025-09-302025-10-28 BMO BANK MONTREAL QUE COM2.8K shares-40.15%2025-09-302025-10-28 DVY ISHARES TR SELECT DIVID ETF2.5K shares5.74%2025-09-302025-10-28 TTE TOTALENERGIES SE SPONSORED ADS5.8K shares-2.13%2025-09-302025-10-28 SMG SCOTTS MIRACLE-GRO CO CL A6.0K shares0.00%2025-09-302025-10-28 NOW SERVICENOW INC COM370 shares0.00%2025-09-302025-10-28 COF CAPITAL ONE FINL CORP COM1.6K shares0.00%2025-09-302025-10-28 TYL TYLER TECHNOLOGIES INC COM650 shares18.18%2025-09-302025-10-28 BNDX VANGUARD CHARLOTTE FDS TOTAL INT BD ETF6.4K sharesnew addition2025-09-302025-10-28 TSLA TESLA INC COM709 sharesnew addition2025-09-302025-10-28 MLI MUELLER INDS INC COM3.1K shares0.00%2025-09-302025-10-28 CWST CASELLA WASTE SYS INC CL A3.3K shares44.44%2025-09-302025-10-28 IVW ISHARES TR S&P 500 GRWT ETF2.5K sharesnew addition2025-09-302025-10-28 XLK SELECT SECTOR SPDR TR TECHNOLOGY1.1K sharesnew addition2025-09-302025-10-28 CACI CACI INTL INC CL A600 sharesnew addition2025-09-302025-10-28 SPXC SPX TECHNOLOGIES INC COM1.6K shares0.00%2025-09-302025-10-28 CAT CATERPILLAR INC COM622 shares0.81%2025-09-302025-10-28 FI FISERV INC COM2.3K shares0.00%2025-09-302025-10-28 IBIT ISHARES BITCOIN TRUST ETF SHS BEN INT4.4K sharesnew addition2025-09-302025-10-28 VZ VERIZON COMMUNICATIONS INC COM6.5K shares-5.86%2025-09-302025-10-28 BK BANK NEW YORK MELLON CORP COM2.6K shares-51.23%2025-09-302025-10-28 WAY WAYSTAR HLDG CORP COM7.5K sharesnew addition2025-09-302025-10-28 VNOM VIPER ENERGY INC CL A7.4K sharesnew addition2025-09-302025-10-28 DT DYNATRACE INC COM NEW5.8K shares0.00%2025-09-302025-10-28 CELC CELCUITY INC COM5.6K sharesnew addition2025-09-302025-10-28 FSV FIRSTSERVICE CORP NEW COM1.4K sharesnew addition2025-09-302025-10-28 FIS FIDELITY NATL INFORMATION SV COM4.2K shares-0.07%2025-09-302025-10-28 BMY BRISTOL-MYERS SQUIBB CO COM5.9K shares0.70%2025-09-302025-10-28 IVV ISHARES TR CORE S&P500 ETF399 shares0.00%2025-09-302025-10-28 SDY SPDR SERIES TRUST S&P DIVID ETF1.9K sharesnew addition2025-09-302025-10-28 TTAN SERVICETITAN INC SHS CL A2.6K sharesnew addition2025-09-302025-10-28 F FORD MTR CO COM21.8K shares-1.52%2025-09-302025-10-28 COWZ PACER FDS TR US CASH COWS 1004.5K sharesnew addition2025-09-302025-10-28 UL UNILEVER PLC SPON ADR NEW4.3K shares0.00%2025-09-302025-10-28 IVE ISHARES TR S&P 500 VAL ETF1.2K sharesnew addition2025-09-302025-10-28 IJR ISHARES TR CORE S&P SCP ETF2.0K shares-37.01%2025-09-302025-10-28 PCOR PROCORE TECHNOLOGIES INC COM3.3K shares0.00%2025-09-302025-10-28 RTX RTX CORPORATION COM1.4K shares-32.43%2025-09-302025-10-28 LPLA LPL FINL HLDGS INC COM702 shares0.00%2025-09-302025-10-28 RBC RBC BEARINGS INC COM600 sharesnew addition2025-09-302025-10-28 MNDY MONDAY COM LTD SHS1.2K shares14.29%2025-09-302025-10-28 VIG VANGUARD SPECIALIZED FUNDS DIV APP ETF1.0K sharesnew addition2025-09-302025-10-28 TREX TREX CO INC COM4.0K sharesnew addition2025-09-302025-10-28 CB CHUBB LIMITED COM717 shares-31.52%2025-09-302025-10-28 PANW PALO ALTO NETWORKS INC COM990 shares0.00%2025-09-302025-10-28 XPO XPO INC COM1.6K sharesnew addition2025-09-302025-10-28 DOCS DOXIMITY INC CL A2.8K sharesnew addition2025-09-302025-10-28 MDLZ MONDELEZ INTL INC CL A3.2K shares-12.85%2025-09-302025-10-28 JEPQ J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM3.5K sharesnew addition2025-09-302025-10-28 NIGHTWARE INC NIGHTWARE INC98.0K sharesnew addition2025-09-302025-10-28 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available