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

About Woodtrust Financial Corp

Investment Activity

Woodtrust Financial Corp has $710.84 thousand in total holdings as of December 31, 2024.
Woodtrust Financial Corp owns shares of 177 different stocks, but just 36 companies or ETFs make up 80% of its holdings.
Approximately 4.20% of the portfolio was purchased this quarter.
About 2.78% of the portfolio was sold this quarter.
This quarter, Woodtrust Financial Corp has purchased 185 new stocks and bought additional shares in 62 stocks.
Woodtrust Financial Corp sold shares of 54 stocks and completely divested from 19 stocks this quarter.

Largest Holdings

iShares MSCI EAFE ETF: $67,450
Vanguard Mid-Cap Growth ETF: $28,073
Vanguard Mid-Cap Value ETF: $27,817
iShares Russell 2000 Value ETF: $26,282
Microsoft: $26,126

Largest New Holdings this Quarter

BLOCK INC CL A: $1,406 Holding
MongoDB: $989 Holding
PSB HLDGS INC WIS COM: $721 Holding
Vanguard Total Bond Market ETF: $332 Holding
LAM RESEARCH CORP COM NEW: $277 Holding

Largest Purchases this Quarter

Vanguard Total Stock Market ETF: 24,190 shares (about $7.01K)
Alphabet: 21,490 shares (about $4.07K)
iShares MSCI EAFE ETF: 40,759 shares (about $3.08K)
BLOCK INC CL A: 16,542 shares (about $1.41K)
Accenture: 3,484 shares (about $1.23K)

Largest Sales this Quarter

Pfizer: 49,056 shares (about $1.30K)
Microchip Technology: 18,361 shares (about $1.05K)
Johnson & Johnson: 5,847 shares (about $845.60)
Pool: 2,350 shares (about $802.13)
NIKE: 7,798 shares (about $590.04)

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	$67,450	$3,082 ▲	4.8%	892,073	9.5%	Finance
VOT Vanguard Mid-Cap Growth ETF	$28,073	$694 ▲	2.5%	110,633	3.9%	ETF
VOE Vanguard Mid-Cap Value ETF	$27,817	$890 ▲	3.3%	171,952	3.9%	ETF
IWN iShares Russell 2000 Value ETF	$26,282	$784 ▲	3.1%	160,090	3.7%	ETF
MSFT Microsoft	$26,126	$426 ▲	1.7%	61,982	3.7%	Computer and Technology
BRK.B Berkshire Hathaway	$26,030	$143 ▲	0.6%	57,425	3.7%	Finance
IWO iShares Russell 2000 Growth ETF	$25,765	$796 ▲	3.2%	89,518	3.6%	ETF
AMZN Amazon.com	$25,255	$110 ▼	-0.4%	115,116	3.6%	Retail/Wholesale
AAPL Apple	$24,173	$221 ▲	0.9%	96,531	3.4%	Computer and Technology
VWO Vanguard FTSE Emerging Markets ETF	$21,931	$1,047 ▲	5.0%	497,983	3.1%	ETF
JPM JPMorgan Chase & Co.	$19,189	$13 ▼	-0.1%	80,050	2.7%	Finance
CRM Salesforce	$19,154	$303 ▼	-1.6%	57,293	2.7%	Computer and Technology
COST Costco Wholesale	$18,095	$113 ▼	-0.6%	19,749	2.5%	Retail/Wholesale
GOOGL Alphabet	$16,604	$4,068 ▲	32.4%	87,716	2.3%	Computer and Technology
JNJ Johnson & Johnson	$13,722	$846 ▼	-5.8%	94,882	1.9%	Medical
WMT Walmart	$13,295	$26 ▼	-0.2%	147,148	1.9%	Retail/Wholesale
AXP American Express	$12,171	$97 ▼	-0.8%	41,006	1.7%	Finance
BRK.A Berkshire Hathaway	$11,576		0.0%	17	1.6%	Finance
UNH UnitedHealth Group	$11,328	$9 ▼	-0.1%	22,394	1.6%	Medical
AMAT Applied Materials	$11,019	$26 ▼	-0.2%	67,754	1.6%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$10,993	$7,010 ▲	176.0%	37,932	1.5%	ETF
HD Home Depot	$10,852	$68 ▲	0.6%	27,899	1.5%	Retail/Wholesale
DIS Walt Disney	$10,034	$239 ▼	-2.3%	90,111	1.4%	Consumer Discretionary
GOOG Alphabet	$9,672	$9 ▼	-0.1%	50,787	1.4%	Computer and Technology
GS The Goldman Sachs Group	$9,432	$76 ▼	-0.8%	16,473	1.3%	Finance
PEP PepsiCo	$9,296	$487 ▼	-5.0%	61,136	1.3%	Consumer Staples
PFE Pfizer	$7,331	$1,302 ▼	-15.1%	276,314	1.0%	Medical
VRSK Verisk Analytics	$7,040	$86 ▲	1.2%	25,560	1.0%	Business Services
NKE NIKE	$6,847	$590 ▼	-7.9%	90,491	1.0%	Consumer Discretionary
DE Deere & Company	$6,816	$61 ▼	-0.9%	16,086	1.0%	Industrial Products
WM Waste Management	$6,793	$87 ▲	1.3%	33,663	1.0%	Business Services
SBUX Starbucks	$6,613	$175 ▼	-2.6%	72,477	0.9%	Retail/Wholesale
HON Honeywell International	$6,262	$117 ▲	1.9%	27,722	0.9%	Multi-Sector Conglomerates
KR Kroger	$6,055	$101 ▲	1.7%	99,026	0.9%	Retail/Wholesale
CVX Chevron	$5,918	$158 ▼	-2.6%	40,856	0.8%	Oils/Energy
GD General Dynamics	$5,642	$9 ▲	0.2%	21,413	0.8%	Aerospace
NOC Northrop Grumman	$5,563	$84 ▲	1.5%	11,855	0.8%	Aerospace
PYPL PayPal	$5,390	$66 ▼	-1.2%	63,148	0.8%	Computer and Technology
VOO Vanguard S&P 500 ETF	$4,246	$137 ▲	3.3%	7,881	0.6%	ETF
VUG Vanguard Growth ETF	$3,850	$105 ▲	2.8%	9,381	0.5%	ETF
VXUS Vanguard Total International Stock ETF	$3,223	$440 ▲	15.8%	54,689	0.5%	ETF
TDG TransDigm Group	$3,014	$48 ▼	-1.6%	2,378	0.4%	Aerospace
RBA RB Global	$2,946		0.0%	32,654	0.4%	Business Services
VTV Vanguard Value ETF	$2,804	$238 ▲	9.3%	16,563	0.4%	ETF
MCHP Microchip Technology	$2,768	$1,053 ▼	-27.6%	48,268	0.4%	Computer and Technology
WAB Westinghouse Air Brake Technologies	$2,739	$28 ▼	-1.0%	14,445	0.4%	Transportation
QQQ Invesco QQQ	$2,627		0.0%	5,139	0.4%	Finance
ECL Ecolab	$2,546	$7 ▼	-0.3%	10,865	0.4%	Basic Materials
FAST Fastenal	$2,508		0.0%	34,875	0.4%	Retail/Wholesale
GNRC Generac	$2,388		0.0%	15,400	0.3%	Industrial Products
ISRG Intuitive Surgical	$2,198	$1 ▼	0.0%	4,210	0.3%	Medical
AON AON	$2,185		0.0%	6,085	0.3%	Finance
LINDE PLC SHS	$2,167	$1 ▲	0.0%	5,177	0.3%	COMMON
AME AMETEK	$2,138	$2 ▲	0.1%	11,862	0.3%	Computer and Technology
LOW Lowe's Companies	$2,118	$1 ▲	0.0%	8,579	0.3%	Retail/Wholesale
SYK Stryker	$2,111	$1 ▼	0.0%	5,864	0.3%	Medical
PSTG Pure Storage	$2,027	$789 ▲	63.7%	32,995	0.3%	Computer and Technology
BX Blackstone	$1,958	$17 ▲	0.9%	11,359	0.3%	Finance
AMGN Amgen	$1,865	$2 ▼	-0.1%	7,156	0.3%	Medical
ROK Rockwell Automation	$1,765	$1 ▼	0.0%	6,175	0.2%	Computer and Technology
ORLY O'Reilly Automotive	$1,765	$9 ▼	-0.5%	1,488	0.2%	Retail/Wholesale
RMD ResMed	$1,743	$23 ▲	1.3%	7,620	0.2%	Medical
WDAY Workday	$1,741	$2 ▼	-0.1%	6,750	0.2%	Computer and Technology
FLYW Flywire	$1,640		0.0%	79,550	0.2%	Computer and Technology
TOST Toast	$1,604		0.0%	44,000	0.2%	Computer and Technology
SSO ProShares Ultra S&P500	$1,520	$23 ▼	-1.5%	16,427	0.2%	ETF
ACN Accenture	$1,518	$1,225 ▲	418.8%	4,316	0.2%	Computer and Technology
SPGI S&P Global	$1,511	$3 ▲	0.2%	3,034	0.2%	Business Services
SPY SPDR S&P 500 ETF Trust	$1,504	$30 ▲	2.0%	2,567	0.2%	Finance
LLY Eli Lilly and Company	$1,499	$5 ▲	0.4%	1,942	0.2%	Medical
ICE Intercontinental Exchange	$1,460	$1 ▼	-0.1%	9,800	0.2%	Finance
IBM International Business Machines	$1,414	$112 ▲	8.6%	6,434	0.2%	Computer and Technology
BLOCK INC CL A	$1,406	$1,406 ▲	New Holding	16,542	0.2%	COMMON
UBER Uber Technologies	$1,359	$71 ▼	-5.0%	22,532	0.2%	Computer and Technology
ZTS Zoetis	$1,325	$0 ▲	0.0%	8,136	0.2%	Medical
PG Procter & Gamble	$1,317	$27 ▲	2.1%	7,852	0.2%	Consumer Staples
DSI iShares MSCI KLD 400 Social ETF	$1,310	$66 ▼	-4.8%	11,881	0.2%	ETF
DSGX The Descartes Systems Group	$1,238		0.0%	10,900	0.2%	Computer and Technology
NVDA NVIDIA	$1,101	$344 ▼	-23.8%	8,201	0.2%	Computer and Technology
V Visa	$1,061	$3 ▼	-0.3%	3,358	0.1%	Business Services
RYAN Ryan Specialty	$1,030		0.0%	16,050	0.1%	Finance
IRTC iRhythm Technologies	$997	$23 ▼	-2.2%	11,057	0.1%	Medical
MDB MongoDB	$989	$989 ▲	New Holding	4,250	0.1%	Computer and Technology
CSCO Cisco Systems	$920	$303 ▲	49.0%	15,541	0.1%	Computer and Technology
XOM Exxon Mobil	$893	$41 ▼	-4.4%	8,299	0.1%	Oils/Energy
ABBV AbbVie	$876	$204 ▲	30.4%	4,929	0.1%	Medical
GE General Electric	$873	$25 ▼	-2.8%	5,233	0.1%	Transportation
MCD McDonald's	$859	$66 ▲	8.4%	2,962	0.1%	Retail/Wholesale
SCHW Charles Schwab	$845	$375 ▼	-30.7%	11,412	0.1%	Finance
DXCM DexCom	$840		0.0%	10,810	0.1%	Medical
SEOAY Stora Enso Oyj	$805		0.0%	80,000	0.1%	Basic Materials
BAH Booz Allen Hamilton	$779		0.0%	6,050	0.1%	Business Services
CSGP CoStar Group	$775	$328 ▼	-29.7%	10,825	0.1%	Computer and Technology
NEOG Neogen	$742	$63 ▲	9.3%	61,100	0.1%	Medical
BAC Bank of America	$733	$6 ▲	0.8%	16,683	0.1%	Finance
RSP Invesco S&P 500 Equal Weight ETF	$724		0.0%	4,130	0.1%	ETF
PSB HLDGS INC WIS COM	$721	$721 ▲	New Holding	27,199	0.1%	COMMON
EMR Emerson Electric	$702	$54 ▲	8.3%	5,665	0.1%	Industrial Products
BILL BILL	$678		0.0%	8,000	0.1%	Computer and Technology
ABT Abbott Laboratories	$676	$32 ▲	4.9%	5,972	0.1%	Medical

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