Woodtrust Financial Corp Top Holdings and 13F Report (2025)

About Woodtrust Financial Corp

Investment Activity

Woodtrust Financial Corp has $713.95 thousand in total holdings as of March 31, 2025.
Woodtrust Financial Corp owns shares of 163 different stocks, but just 35 companies or ETFs make up 80% of its holdings.
Approximately 7.67% of the portfolio was purchased this quarter.
About 5.48% of the portfolio was sold this quarter.
This quarter, Woodtrust Financial Corp has purchased 177 new stocks and bought additional shares in 62 stocks.
Woodtrust Financial Corp sold shares of 50 stocks and completely divested from 25 stocks this quarter.

Largest Holdings

iShares MSCI EAFE ETF: $78,291
Berkshire Hathaway: $30,751
Vanguard Mid-Cap Value ETF: $28,265
Vanguard Mid-Cap Growth ETF: $27,481
iShares Russell 2000 Value ETF: $24,602

Largest New Holdings this Quarter

81369Y209 - Health Care Select Sector SPDR Fund: $5,709 Holding
018802108 - Alliant Energy: $328 Holding
389930207 - GRAYSCALE BITCOIN MINI TR ET SHS NEW: $315 Holding
81762P102 - ServiceNow: $295 Holding
M7S64H106 - monday.com: $255 Holding

Largest Purchases this Quarter

Vanguard S&P 500 ETF: 22,187 shares (about $11.40K)
PayPal: 96,217 shares (about $6.28K)
Health Care Select Sector SPDR Fund: 39,102 shares (about $5.71K)
iShares MSCI EAFE ETF: 65,851 shares (about $5.38K)
Johnson & Johnson: 13,948 shares (about $2.31K)

Largest Sales this Quarter

Costco Wholesale: 8,349 shares (about $7.90K)
Vanguard Total Stock Market ETF: 23,397 shares (about $6.43K)
Pfizer: 149,391 shares (about $3.79K)
Westinghouse Air Brake Technologies: 4,659 shares (about $845.06)
TransDigm Group: 278 shares (about $384.57)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
EFA iShares MSCI EAFE ETF	$78,291	$5,382 ▲	7.4%	957,924	11.0%	Finance
BRK.B Berkshire Hathaway	$30,751	$167 ▲	0.5%	57,739	4.3%	Finance
VOE Vanguard Mid-Cap Value ETF	$28,265	$659 ▲	2.4%	176,059	4.0%	ETF
VOT Vanguard Mid-Cap Growth ETF	$27,481	$416 ▲	1.5%	112,333	3.8%	ETF
IWN iShares Russell 2000 Value ETF	$24,602	$432 ▲	1.8%	162,948	3.4%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$24,440	$1,901 ▲	8.4%	539,980	3.4%	ETF
MSFT Microsoft	$23,939	$672 ▲	2.9%	63,772	3.4%	Computer and Technology
IWO iShares Russell 2000 Growth ETF	$23,106	$232 ▲	1.0%	90,425	3.2%	ETF
AMZN Amazon.com	$22,303	$401 ▲	1.8%	117,223	3.1%	Retail/Wholesale
AAPL Apple	$21,380	$63 ▼	-0.3%	96,249	3.0%	Computer and Technology
JPM JPMorgan Chase & Co.	$19,517	$119 ▼	-0.6%	79,564	2.7%	Finance
JNJ Johnson & Johnson	$18,048	$2,313 ▲	14.7%	108,830	2.5%	Medical
VOO Vanguard S&P 500 ETF	$15,452	$11,402 ▲	281.5%	30,068	2.2%	ETF
CRM Salesforce	$15,450	$75 ▲	0.5%	57,572	2.2%	Computer and Technology
BRK.A Berkshire Hathaway	$14,372	$798 ▲	5.9%	18	2.0%	Finance
GOOGL Alphabet	$13,586	$22 ▲	0.2%	87,858	1.9%	Computer and Technology
WMT Walmart	$12,779	$139 ▼	-1.1%	145,562	1.8%	Retail/Wholesale
UNH UnitedHealth Group	$12,632	$903 ▲	7.7%	24,119	1.8%	Medical
AXP American Express	$11,027	$6 ▼	-0.1%	40,985	1.5%	Finance
COST Costco Wholesale	$10,782	$7,896 ▼	-42.3%	11,400	1.5%	Retail/Wholesale
AMAT Applied Materials	$10,655	$823 ▲	8.4%	73,423	1.5%	Computer and Technology
PEP PepsiCo	$10,646	$1,479 ▲	16.1%	71,000	1.5%	Consumer Staples
HD Home Depot	$10,408	$184 ▲	1.8%	28,400	1.5%	Retail/Wholesale
PYPL PayPal	$10,399	$6,278 ▲	152.4%	159,365	1.5%	Computer and Technology
DIS Walt Disney	$9,491	$597 ▲	6.7%	96,158	1.3%	Consumer Discretionary
WM Waste Management	$9,105	$1,312 ▲	16.8%	39,329	1.3%	Business Services
GS The Goldman Sachs Group	$8,772	$228 ▼	-2.5%	16,056	1.2%	Finance
GOOG Alphabet	$8,246	$311 ▲	3.9%	52,778	1.2%	Computer and Technology
DE Deere & Company	$7,559	$9 ▲	0.1%	16,106	1.1%	Industrials
SBUX Starbucks	$7,528	$418 ▲	5.9%	76,740	1.1%	Retail/Wholesale
VRSK Verisk Analytics	$7,499	$108 ▼	-1.4%	25,198	1.1%	Business Services
CVX Chevron	$7,411	$576 ▲	8.4%	44,301	1.0%	Energy
NKE NIKE	$7,058	$1,313 ▲	22.9%	111,179	1.0%	Consumer Discretionary
NOC Northrop Grumman	$6,411	$341 ▲	5.6%	12,521	0.9%	Aerospace
GD General Dynamics	$6,269	$432 ▲	7.4%	22,999	0.9%	Aerospace
HON Honeywell International	$6,029	$159 ▲	2.7%	28,473	0.8%	Multi-Sector Conglomerates
XLV Health Care Select Sector SPDR Fund	$5,709	$5,709 ▲	New Holding	39,102	0.8%	ETF
VTI Vanguard Total Stock Market ETF	$3,995	$6,431 ▼	-61.7%	14,535	0.6%	ETF
VXUS Vanguard Total International Stock ETF	$3,746	$350 ▲	10.3%	60,319	0.5%	ETF
VUG Vanguard Growth ETF	$3,696	$217 ▲	6.2%	9,967	0.5%	ETF
RBA RB Global	$3,250	$25 ▼	-0.8%	32,405	0.5%	Business Services
PFE Pfizer	$3,216	$3,785 ▼	-54.1%	126,923	0.5%	Medical
VTV Vanguard Value ETF	$3,127	$266 ▲	9.3%	18,105	0.4%	ETF
TDG TransDigm Group	$2,905	$385 ▼	-11.7%	2,100	0.4%	Aerospace
ECL Ecolab	$2,692	$63 ▼	-2.3%	10,615	0.4%	Basic Materials
FAST Fastenal	$2,668	$37 ▼	-1.4%	34,400	0.4%	Retail/Wholesale
AON AON	$2,428		0.0%	6,085	0.3%	Finance
LINDE PLC SHS	$2,358	$52 ▼	-2.2%	5,065	0.3%	COMMON
AMGN Amgen	$2,229		0.0%	7,156	0.3%	Medical
ISRG Intuitive Surgical	$2,209	$124 ▲	5.9%	4,460	0.3%	Medical
SYK Stryker	$2,183		0.0%	5,864	0.3%	Medical
ORLY O'Reilly Automotive	$2,127	$4 ▼	-0.2%	1,485	0.3%	Retail/Wholesale
QQQ Invesco QQQ	$2,093	$316 ▼	-13.1%	4,464	0.3%	Finance
AME AMETEK	$2,039	$3 ▼	-0.2%	11,843	0.3%	Computer and Technology
LOW Lowe's Companies	$1,997	$3 ▼	-0.2%	8,565	0.3%	Retail/Wholesale
CSGP CoStar Group	$1,996	$1,138 ▲	132.7%	25,190	0.3%	Computer and Technology
GNRC Generac	$1,950		0.0%	15,400	0.3%	Industrials
UBER Uber Technologies	$1,785	$143 ▲	8.7%	24,500	0.3%	Computer and Technology
WAB Westinghouse Air Brake Technologies	$1,775	$845 ▼	-32.3%	9,786	0.2%	Transportation
ACN Accenture	$1,748	$401 ▲	29.7%	5,600	0.2%	Computer and Technology
RMD ResMed	$1,697	$9 ▼	-0.5%	7,580	0.2%	Medical
ICE Intercontinental Exchange	$1,691		0.0%	9,800	0.2%	Finance
IBM International Business Machines	$1,600		0.0%	6,434	0.2%	Computer and Technology
LLY Eli Lilly and Company	$1,595	$8 ▼	-0.5%	1,932	0.2%	Medical
ROK Rockwell Automation	$1,595		0.0%	6,175	0.2%	Computer and Technology
BX Blackstone	$1,587	$1 ▼	-0.1%	11,350	0.2%	Finance
WDAY Workday	$1,576		0.0%	6,750	0.2%	Computer and Technology
SPGI S&P Global	$1,536	$5 ▼	-0.3%	3,024	0.2%	Business Services
PSTG Pure Storage	$1,492	$31 ▲	2.1%	33,695	0.2%	Computer and Technology
TOST Toast	$1,492	$33 ▲	2.3%	45,000	0.2%	Computer and Technology
DXCM DexCom	$1,427	$689 ▲	93.3%	20,900	0.2%	Medical
SPY SPDR S&P 500 ETF Trust	$1,340	$96 ▼	-6.7%	2,395	0.2%	Finance
ZTS Zoetis	$1,339	$1 ▼	-0.1%	8,130	0.2%	Medical
PG Procter & Gamble	$1,333	$5 ▼	-0.4%	7,821	0.2%	Consumer Staples
RYAN Ryan Specialty	$1,319	$133 ▲	11.2%	17,850	0.2%	Finance
DSI iShares ESG MSCI KLD 400 ETF	$1,231	$14 ▲	1.2%	12,018	0.2%	ETF
V Visa	$1,223	$47 ▲	4.0%	3,491	0.2%	Business Services
GWRE Guidewire Software	$1,143	$534 ▲	87.7%	6,100	0.2%	Computer and Technology
IRTC iRhythm Technologies	$1,117	$40 ▼	-3.5%	10,675	0.2%	Medical
DSGX The Descartes Systems Group	$1,099		0.0%	10,900	0.2%	Computer and Technology
GE GE Aerospace	$1,033	$15 ▼	-1.4%	5,159	0.1%	Industrials
ABBV AbbVie	$1,033		0.0%	4,929	0.1%	Medical
SSO ProShares Ultra S&P500	$1,016	$344 ▼	-25.3%	12,268	0.1%	ETF
XOM Exxon Mobil	$982	$5 ▼	-0.5%	8,260	0.1%	Energy
CSCO Cisco Systems	$954	$5 ▼	-0.5%	15,466	0.1%	Computer and Technology
NVDA NVIDIA	$918	$29 ▲	3.3%	8,468	0.1%	Computer and Technology
MDB MongoDB	$903	$158 ▲	21.2%	5,150	0.1%	Computer and Technology
BLOCK INC CL A	$898	$0 ▼	0.0%	16,535	0.1%	COMMON
MCD McDonald's	$879	$47 ▼	-5.1%	2,812	0.1%	Retail/Wholesale
GE VERNOVA INC COM	$847	$455 ▲	116.0%	2,773	0.1%	COMMON
BILL BILL	$821	$454 ▲	123.8%	17,900	0.1%	Computer and Technology
HWM Howmet Aerospace	$796		0.0%	6,133	0.1%	Aerospace
ABT Abbott Laboratories	$793		0.0%	5,972	0.1%	Medical
SEOAY Stora Enso Oyj	$753		0.0%	80,000	0.1%	Basic Materials
RSP Invesco S&P 500 Equal Weight ETF	$715		0.0%	4,130	0.1%	ETF
PSB HLDGS INC WIS COM	$712	$13 ▲	1.8%	27,699	0.1%	COMMON
PODD Insulet	$700	$79 ▲	12.7%	2,665	0.1%	Medical
KO Coca-Cola	$699	$75 ▼	-9.7%	9,750	0.1%	Consumer Staples
GILD Gilead Sciences	$677	$3 ▼	-0.5%	6,042	0.1%	Medical
WWD Woodward	$674		0.0%	3,692	0.1%	Aerospace

Showing largest 100 holdings. View all holdings.

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Woodtrust Financial Corp Top Holdings and 13F Report (2025)

About Woodtrust Financial Corp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Woodtrust Financial Corp Top Holdings and 13F Report (2025)

About Woodtrust Financial Corp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofWoodtrust Financial Corp

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools