The Analysis of WoodTrust Financial Corp's Holdings
Currently, WoodTrust Financial Corp holds 180 types of securities in its portfolio with a total value $856.8K. In the most recent quarter, they have increased their positions in TYL (+15.1K shares, valued at $6.8K), VTI (+15.5K shares, valued at $5.2K), N/A (+6.1K shares, valued at $3.8K); decreased their positions in GS (-10.4K shares, valued at $9.1K), PYPL (-57.0K shares, valued at $3.3K), NKE (-17.4K shares, valued at $1.1K); initiated new positions in IOT (+16.6K shares, valued at $588), BABA (+3.1K shares, valued at $458), NOVT (+3.3K shares, valued at $390). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
EFA ISHARES TR MSCI EAFE ETF1.1M shares1.57%2025-12-312026-01-30
VWO VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF623.8K shares2.57%2025-12-312026-01-30 MSFT MICROSOFT CORP COM63.6K shares0.89%2025-12-312026-01-30 VOE VANGUARD INDEX FDS MCAP VL IDXVIP173.4K shares0.12%2025-12-312026-01-30 VOT VANGUARD INDEX FDS MCAP GR IDXVIP109.1K shares0.34%2025-12-312026-01-30 IWN ISHARES TR RUS 2000 VAL ETF157.9K shares-0.39%2025-12-312026-01-30 IWO ISHARES TR RUS 2000 GRW ETF88.3K shares-0.74%2025-12-312026-01-30 AMZN AMAZON COM INC COM119.3K shares0.96%2025-12-312026-01-30 AAPL APPLE INC COM96.0K shares-1.05%2025-12-312026-01-30 JPM JPMORGAN CHASE & CO. COM78.5K shares-0.62%2025-12-312026-01-30 JNJ JOHNSON & JOHNSON COM112.6K shares0.08%2025-12-312026-01-30 AMAT APPLIED MATLS INC COM76.2K shares-2.15%2025-12-312026-01-30 CRM SALESFORCE INC COM59.7K shares0.01%2025-12-312026-01-30 WMT WALMART INC COM140.3K shares-2.83%2025-12-312026-01-30 AXP AMERICAN EXPRESS CO COM40.2K shares-1.49%2025-12-312026-01-30 BRK.A BERKSHIRE HATHAWAY INC DEL CL A19 shares0.00%2025-12-312026-01-30 DIS DISNEY WALT CO COM99.0K shares0.25%2025-12-312026-01-30 VTI VANGUARD INDEX FDS TOTAL STK MKT31.3K shares97.75%2025-12-312026-01-30 HD HOME DEPOT INC COM29.8K shares0.05%2025-12-312026-01-30 PEP PEPSICO INC COM71.3K shares-7.97%2025-12-312026-01-30 PFE PFIZER INC COM395.5K shares-3.97%2025-12-312026-01-30 COST COSTCO WHSL CORP NEW COM11.0K shares-2.12%2025-12-312026-01-30 WM WASTE MGMT INC DEL COM40.4K shares-4.75%2025-12-312026-01-30 IDXX IDEXX LABS INC COM12.1K shares-0.39%2025-12-312026-01-30 UNH UNITEDHEALTH GROUP INC COM24.9K shares-7.33%2025-12-312026-01-30 DE DEERE & CO COM16.4K shares0.95%2025-12-312026-01-30 NOC NORTHROP GRUMMAN CORP COM12.8K shares1.48%2025-12-312026-01-30 TYL TYLER TECHNOLOGIES INC COM15.7K shares2318.31%2025-12-312026-01-30 NKE NIKE INC CL B110.9K shares-13.56%2025-12-312026-01-30 CVX CHEVRON CORP NEW COM45.7K shares-2.03%2025-12-312026-01-30 SBUX STARBUCKS CORP COM75.4K shares9.64%2025-12-312026-01-30 PYPL PAYPAL HLDGS INC COM105.6K shares-35.05%2025-12-312026-01-30 HON HONEYWELL INTL INC COM30.7K shares2.01%2025-12-312026-01-30 VRSK VERISK ANALYTICS INC COM26.4K shares1.08%2025-12-312026-01-30 VXUS VANGUARD STAR FDS VG TL INTL STK F77.5K shares10.07%2025-12-312026-01-30 VUG VANGUARD INDEX FDS GROWTH ETF10.2K shares3.82%2025-12-312026-01-30 GS GOLDMAN SACHS GROUP INC COM5.1K shares-66.89%2025-12-312026-01-30 VTV VANGUARD INDEX FDS VALUE ETF20.2K shares6.62%2025-12-312026-01-30 GEV GE VERNOVA INC COM4.8K shares16.46%2025-12-312026-01-30 FAST FASTENAL CO COM73.2K shares6.32%2025-12-312026-01-30 TDG TRANSDIGM GROUP INC COM2.1K shares0.00%2025-12-312026-01-30 ECL ECOLAB INC COM10.7K shares0.41%2025-12-312026-01-30 MDB MONGODB INC CL A6.7K shares23.15%2025-12-312026-01-30 ROK ROCKWELL AUTOMATION INC COM6.2K shares0.00%2025-12-312026-01-30 ISRG INTUITIVE SURGICAL INC COM NEW4.2K shares0.48%2025-12-312026-01-30 PSTG PURE STORAGE INC CL A33.4K shares-0.24%2025-12-312026-01-30 AMGN AMGEN INC COM6.5K shares-12.09%2025-12-312026-01-30 LLY ELI LILLY & CO COM2.0K shares2.07%2025-12-312026-01-30 SYK STRYKER CORPORATION COM5.9K shares1.10%2025-12-312026-01-30 LOW LOWES COS INC COM8.5K shares-1.17%2025-12-312026-01-30 V VISA INC COM CL A5.6K shares-0.18%2025-12-312026-01-30 ORLY OREILLY AUTOMOTIVE INC COM21.2K shares-4.83%2025-12-312026-01-30 FANG DIAMONDBACK ENERGY INC COM12.8K shares12.78%2025-12-312026-01-30 VSGX VANGUARD WORLD FD ESG INTL STK ETF26.6K shares57.98%2025-12-312026-01-30 BA BOEING CO COM8.7K shares3.56%2025-12-312026-01-30 IRTC IRHYTHM TECHNOLOGIES INC COM10.1K shares0.70%2025-12-312026-01-30 SPY SPDR S&P 500 ETF TR TR UNIT2.5K shares0.00%2025-12-312026-01-30 APP APPLOVIN CORP COM CL A2.5K shares-27.98%2025-12-312026-01-30 IBM INTERNATIONAL BUSINESS MACHS COM5.6K shares-13.60%2025-12-312026-01-30 NVDA NVIDIA CORPORATION COM8.8K shares0.00%2025-12-312026-01-30 TOST TOAST INC CL A45.5K shares1.22%2025-12-312026-01-30 ICE INTERCONTINENTAL EXCHANGE IN COM9.9K shares1.07%2025-12-312026-01-30 SPGI S&P GLOBAL INC COM3.0K shares0.33%2025-12-312026-01-30 UBER UBER TECHNOLOGIES INC COM18.4K shares-0.62%2025-12-312026-01-30 SSO PROSHARES TR PSHS ULT S&P 50024.5K shares100.00%2025-12-312026-01-30 AME AMETEK INC COM6.9K shares-15.35%2025-12-312026-01-30 GNRC GENERAC HLDGS INC COM9.9K shares46.30%2025-12-312026-01-30 DSI ISHARES TR ESG MSCI KLD 40010.0K shares21.94%2025-12-312026-01-30 CAT CATERPILLAR INC COM2.2K shares256.75%2025-12-312026-01-30 HWM HOWMET AEROSPACE INC COM6.1K shares0.00%2025-12-312026-01-30 CSCO CISCO SYS INC COM15.1K shares0.00%2025-12-312026-01-30 WWD WOODWARD INC COM3.7K shares0.00%2025-12-312026-01-30 PG PROCTER AND GAMBLE CO COM7.7K shares1.32%2025-12-312026-01-30 VCSH VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD13.8K shares37.53%2025-12-312026-01-30 BSV VANGUARD BD INDEX FDS SHORT TRM BOND13.9K shares37.63%2025-12-312026-01-30 DXCM DEXCOM INC COM16.2K shares-20.97%2025-12-312026-01-30 ABBV ABBVIE INC COM4.5K shares-8.26%2025-12-312026-01-30 XOM EXXON MOBIL CORP COM8.2K shares0.00%2025-12-312026-01-30 SEOAY STORA ENSO OYJ SPON ADR REP R75.6K shares0.00%2025-12-312026-01-30 RYAN RYAN SPECIALTY HOLDINGS INC CL A17.9K shares0.00%2025-12-312026-01-30 RMD RESMED INC COM3.7K shares-52.87%2025-12-312026-01-30 BND VANGUARD BD INDEX FDS TOTAL BND MRKT11.8K shares36.48%2025-12-312026-01-30 BIV VANGUARD BD INDEX FDS INTERMED TERM11.2K shares36.43%2025-12-312026-01-30 GWRE GUIDEWIRE SOFTWARE INC COM4.3K shares-18.69%2025-12-312026-01-30 MCD MCDONALDS CORP COM2.8K shares0.00%2025-12-312026-01-30 ORCL ORACLE CORP COM4.3K shares0.00%2025-12-312026-01-30 VYM VANGUARD WHITEHALL FDS HIGH DIV YLD5.7K shares4.42%2025-12-312026-01-30 BAC BANK AMERICA CORP COM14.3K shares0.00%2025-12-312026-01-30 WAB WABTEC COM3.6K shares-41.71%2025-12-312026-01-30 PODD INSULET CORP COM2.7K shares0.00%2025-12-312026-01-30 EMR EMERSON ELEC CO COM5.7K shares0.00%2025-12-312026-01-30 DSGX DESCARTES SYS GROUP INC COM7.9K shares-27.52%2025-12-312026-01-30 WDAY WORKDAY INC CL A3.2K shares-52.15%2025-12-312026-01-30 KO COCA COLA CO COM9.8K shares0.00%2025-12-312026-01-30 META META PLATFORMS INC CL A991 shares11.22%2025-12-312026-01-30 VBR VANGUARD INDEX FDS SM CP VAL ETF3.1K shares8.37%2025-12-312026-01-30 ABT ABBOTT LABS COM5.1K shares-14.23%2025-12-312026-01-30 VBK VANGUARD INDEX FDS SML CP GRW ETF2.1K shares8.07%2025-12-312026-01-30 DFAT DIMENSIONAL ETF TRUST US TARGETED VLU10.6K shares0.00%2025-12-312026-01-30 UNP UNION PAC CORP COM2.7K shares0.00%2025-12-312026-01-30 CELC CELCUITY INC COM6.2K shares10.84%2025-12-312026-01-30 IOT SAMSARA INC COM CL A16.6K sharesnew addition2025-12-312026-01-30 GILD GILEAD SCIENCES INC COM4.5K shares0.00%2025-12-312026-01-30 ULS UL SOLUTIONS INC CLASS A COM SHS6.8K shares0.00%2025-12-312026-01-30 CW CURTISS WRIGHT CORP COM950 shares0.00%2025-12-312026-01-30 AIR AAR CORP COM6.3K shares0.00%2025-12-312026-01-30 DVN DEVON ENERGY CORP NEW COM13.3K shares0.00%2025-12-312026-01-30 WFC-PL WELLS FARGO CO NEW PERP PFD CNV A400 shares33.33%2025-12-312026-01-30 DFUV DIMENSIONAL ETF TRUST US MKTWIDE VALUE10.1K shares0.00%2025-12-312026-01-30 NOW SERVICENOW INC COM3.0K shares724.32%2025-12-312026-01-30 WFC WELLS FARGO CO NEW COM4.9K shares0.00%2025-12-312026-01-30 BABA ALIBABA GROUP HLDG LTD SPONSORED ADS3.1K sharesnew addition2025-12-312026-01-30 CME CME GROUP INC COM1.6K shares0.00%2025-12-312026-01-30 ASB ASSOCIATED BANC CORP COM16.9K shares-7.46%2025-12-312026-01-30 BROS DUTCH BROS INC CL A7.0K shares0.00%2025-12-312026-01-30 BNDX VANGUARD CHARLOTTE FDS TOTAL INT BD ETF8.9K shares38.13%2025-12-312026-01-30 AVAV AEROVIRONMENT INC COM1.8K shares0.00%2025-12-312026-01-30 SPOT SPOTIFY TECHNOLOGY S A SHS730 shares-38.91%2025-12-312026-01-30 NOVT NOVANTA INC COM3.3K sharesnew addition2025-12-312026-01-30 SPHQ INVESCO EXCHANGE TRADED FD T S&P500 QUALITY5.2K shares0.00%2025-12-312026-01-30 COF CAPITAL ONE FINL CORP COM1.6K shares0.00%2025-12-312026-01-30 MLI MUELLER INDS INC COM3.1K shares0.00%2025-12-312026-01-30 DVY ISHARES TR SELECT DIVID ETF2.5K shares0.32%2025-12-312026-01-30 CRWD CROWDSTRIKE HLDGS INC CL A750 sharesnew addition2025-12-312026-01-30 CACI CACI INTL INC CL A600 shares0.00%2025-12-312026-01-30 TTAN SERVICETITAN INC SHS CL A3.0K shares15.38%2025-12-312026-01-30 SPXC SPX TECHNOLOGIES INC COM1.6K shares0.00%2025-12-312026-01-30 BMY BRISTOL-MYERS SQUIBB CO COM5.9K shares0.00%2025-12-312026-01-30 TSLA TESLA INC COM709 shares0.00%2025-12-312026-01-30 TXN TEXAS INSTRS INC COM1.8K shares-23.07%2025-12-312026-01-30 IVW ISHARES TR S&P 500 GRWT ETF2.5K shares0.00%2025-12-312026-01-30 XLK SELECT SECTOR SPDR TR STATE STREET TEC2.2K shares100.00%2025-12-312026-01-30 SHW SHERWIN WILLIAMS CO COM950 shares-20.83%2025-12-312026-01-30 VZ VERIZON COMMUNICATIONS INC COM7.4K shares14.34%2025-12-312026-01-30 BK BANK NEW YORK MELLON CORP COM2.6K shares0.00%2025-12-312026-01-30 F FORD MTR CO COM21.8K shares0.00%2025-12-312026-01-30 BMO BANK MONTREAL QUE COM2.2K shares-21.51%2025-12-312026-01-30 EXAS EXACT SCIENCES CORP COM2.8K sharesnew addition2025-12-312026-01-30 COWZ PACER FDS TR US CASH COWS 1004.5K shares0.00%2025-12-312026-01-30 RBC RBC BEARINGS INC COM600 shares0.00%2025-12-312026-01-30 DX DYNEX CAP INC COM19.0K sharesnew addition2025-12-312026-01-30 SDY SPDR SERIES TRUST STATE STREET SPD1.9K shares0.00%2025-12-312026-01-30 FIS FIDELITY NATL INFORMATION SV COM3.9K shares-6.53%2025-12-312026-01-30 RTX RTX CORPORATION COM1.4K shares0.00%2025-12-312026-01-30 IVE ISHARES TR S&P 500 VAL ETF1.2K shares0.00%2025-12-312026-01-30 LPLA LPL FINL HLDGS INC COM702 shares0.00%2025-12-312026-01-30 IJR ISHARES TR CORE S&P SCP ETF2.0K shares0.00%2025-12-312026-01-30 PCOR PROCORE TECHNOLOGIES INC COM3.3K shares0.00%2025-12-312026-01-30 SCHD SCHWAB STRATEGIC TR US DIVIDEND EQ8.3K sharesnew addition2025-12-312026-01-30 CB CHUBB LIMITED COM717 shares0.00%2025-12-312026-01-30 CWST CASELLA WASTE SYS INC CL A2.3K shares-30.77%2025-12-312026-01-30 IBIT ISHARES BITCOIN TRUST ETF SHS BEN INT4.4K shares0.00%2025-12-312026-01-30 VIG VANGUARD SPECIALIZED FUNDS DIV APP ETF1.0K shares0.00%2025-12-312026-01-30 XPO XPO INC COM1.6K shares0.00%2025-12-312026-01-30 GLD SPDR GOLD TR GOLD SHS517 sharesnew addition2025-12-312026-01-30 JEPQ J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM3.5K shares0.00%2025-12-312026-01-30 LCTX LINEAGE CELL THERAPEUTICS IN COM10.0K sharesnew addition2025-12-312026-01-30 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available