Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
INVESCO QQQ TR UNIT SER 1 | $454,962 | ||
QQQ | 1,021,939 | +1,015,840 | $453,751 |
OTHER | 11,524 | +11,524 | $1,211 |
VANGUARD INDEX FDS S&P 500 ETF SHS (VO) | $57,831 | ||
OTHER | 291,543 | +291,543 | $57,831 |
BERKSHIRE HATHAWAY INC DEL CL B NEW | $34,284 | ||
BRK.B | 55,882 | -841 | $23,499 |
BRK.A | 17 | UNCH | $10,785 |
MICROSOFT CORP COM | 60,594 | -1,207 | $25,493 |
MSFT | 60,594 | -1,207 | $25,493 |
AMAZON COM INC COM | 109,134 | -708 | $19,686 |
AMZN | 109,134 | -708 | $19,686 |
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (VEU) | $17,716 | ||
OTHER | 424,145 | +424,145 | $17,716 |
SALESFORCE INC COM | 56,262 | -1,711 | $16,945 |
CRM | 56,262 | -1,711 | $16,945 |
APPLE INC COM | 97,032 | -5,478 | $16,639 |
AAPL | 97,032 | -5,478 | $16,639 |
JPMORGAN CHASE & CO COM | 78,985 | +1,291 | $15,821 |
JPM | 78,985 | +1,291 | $15,821 |
COSTCO WHSL CORP NEW COM | 20,028 | -569 | $14,673 |
COST | 20,028 | -569 | $14,673 |
JOHNSON & JOHNSON COM | 91,970 | +9,033 | $14,549 |
JNJ | 91,970 | +9,033 | $14,549 |
UNITEDHEALTH GROUP INC COM | 21,302 | -426 | $10,538 |
UNH | 21,302 | -426 | $10,538 |
PEPSICO INC COM | 59,253 | +1,081 | $10,370 |
PEP | 59,253 | +1,081 | $10,370 |
ALPHABET INC CAP STK CL A | 65,478 | -1,248 | $9,882 |
GOOGL | 65,478 | -1,248 | $9,882 |
APPLIED MATLS INC COM | 47,401 | -1,763 | $9,776 |
AMAT | 47,401 | -1,763 | $9,776 |
DISNEY WALT CO COM | 78,835 | +14,337 | $9,646 |
DIS | 78,835 | +14,337 | $9,646 |
HOME DEPOT INC COM | 24,755 | +700 | $9,496 |
HD | 24,755 | +700 | $9,496 |
AMERICAN EXPRESS CO COM | 41,232 | -663 | $9,388 |
AXP | 41,232 | -663 | $9,388 |
WALMART INC COM | 144,377 | +96,477 | $8,687 |
WMT | 144,377 | +96,477 | $8,687 |
CVS HEALTH CORP COM | 104,722 | +24,992 | $8,353 |
CVS | 104,722 | +24,992 | $8,353 |
ALPHABET INC CAP STK CL C | 49,930 | -2,244 | $7,602 |
GOOG | 49,930 | -2,244 | $7,602 |
PFIZER INC COM | 269,102 | +87,287 | $7,468 |
PFE | 269,102 | +87,287 | $7,468 |
NIKE INC CL B | 78,986 | +8,916 | $7,423 |
NKE | 78,986 | +8,916 | $7,423 |
GOLDMAN SACHS GROUP INC COM | 16,581 | -169 | $6,925 |
GS | 16,581 | -169 | $6,925 |
WASTE MGMT INC DEL COM | 32,413 | -33,603 | $6,909 |
WM | 32,413 | -33,603 | $6,909 |
DEERE & CO COM | 15,567 | +14,629 | $6,394 |
DE | 15,567 | +14,629 | $6,394 |
CHEVRON CORP NEW COM | 40,054 | +3,108 | $6,319 |
CVX | 40,054 | +3,108 | $6,319 |
VERISK ANALYTICS INC COM | 25,279 | -434 | $5,959 |
VRSK | 25,279 | -434 | $5,959 |
STARBUCKS CORP COM | 64,924 | +1,577 | $5,933 |
SBUX | 64,924 | +1,577 | $5,933 |
GENERAL DYNAMICS CORP COM | 20,665 | -247 | $5,838 |
GD | 20,665 | -247 | $5,838 |
MICROCHIP TECHNOLOGY INC. COM | 61,012 | -21 | $5,473 |
MCHP | 61,012 | -21 | $5,473 |
NORTHROP GRUMMAN CORP COM | 10,916 | +241 | $5,225 |
NOC | 10,916 | +241 | $5,225 |
KROGER CO COM | 90,168 | +10,045 | $5,151 |
KR | 90,168 | +10,045 | $5,151 |
HONEYWELL INTL INC COM | 24,939 | +585 | $5,119 |
HON | 24,939 | +585 | $5,119 |
PAYPAL HLDGS INC COM | 57,171 | +16,668 | $3,830 |
PYPL | 57,171 | +16,668 | $3,830 |
FIDELITY NATL INFORMATION SV COM | 50,174 | UNCH | $3,722 |
FIS | 50,174 | UNCH | $3,722 |
TRANSDIGM GROUP INC COM | 2,441 | -84 | $3,007 |
TDG | 2,441 | -84 | $3,007 |
VANGUARD STAR FDS VG TL INTL STK F | $2,804 | ||
OTHER | 46,502 | +46,502 | $2,804 |
BANK MONTREAL QUE COM | 27,713 | +568 | $2,707 |
BMO | 27,713 | +568 | $2,707 |
LINDE PLC SHS | 5,579 | +319 | $2,590 |
LIN | 5,579 | +319 | $2,590 |
FASTENAL CO COM | 33,383 | +8 | $2,575 |
FAST | 33,383 | +8 | $2,575 |
ECOLAB INC COM | 11,097 | -1 | $2,562 |
ECL | 11,097 | -1 | $2,562 |
RB GLOBAL INC COM | 32,904 | +499 | $2,506 |
RBA | 32,904 | +499 | $2,506 |
WABTEC COM | 15,939 | -1,969 | $2,322 |
WAB | 15,939 | -1,969 | $2,322 |
SCHWAB CHARLES CORP COM | 31,817 | +1,017 | $2,301 |
SCHW | 31,817 | +1,017 | $2,301 |
WORKDAY INC CL A | 8,436 | -2 | $2,301 |
WDAY | 8,436 | -2 | $2,301 |
STRYKER CORPORATION COM | 5,916 | UNCH | $2,117 |
SYK | 5,916 | UNCH | $2,117 |
AMGEN INC COM | 7,164 | +6 | $2,037 |
AMGN | 7,164 | +6 | $2,037 |
AMETEK INC COM | 10,849 | +6 | $1,984 |
AME | 10,849 | +6 | $1,984 |
ROCKWELL AUTOMATION INC COM | 6,448 | +503 | $1,878 |
ROK | 6,448 | +503 | $1,878 |
ELI LILLY & CO COM | 2,326 | +364 | $1,809 |
LLY | 2,326 | +364 | $1,809 |
UBER TECHNOLOGIES INC COM | 22,959 | +9 | $1,767 |
UBER | 22,959 | +9 | $1,767 |
AON PLC SHS CL A | 5,288 | +128 | $1,765 |
AON | 5,288 | +128 | $1,765 |
DEXCOM INC COM | 12,562 | +2 | $1,743 |
DXCM | 12,562 | +2 | $1,743 |
INTUITIVE SURGICAL INC COM NEW | 4,262 | +2 | $1,701 |
ISRG | 4,262 | +2 | $1,701 |
OREILLY AUTOMOTIVE INC COM | 1,496 | UNCH | $1,689 |
ORLY | 1,496 | UNCH | $1,689 |
LOWES COS INC COM | 6,575 | +373 | $1,675 |
LOW | 6,575 | +373 | $1,675 |
IRHYTHM TECHNOLOGIES INC COM | 14,232 | +500 | $1,651 |
IRTC | 14,232 | +500 | $1,651 |
GENERAC HLDGS INC COM | 12,600 | +1,996 | $1,589 |
GNRC | 12,600 | +1,996 | $1,589 |
COSTAR GROUP INC COM | 15,400 | +2,000 | $1,487 |
CSGP | 15,400 | +2,000 | $1,487 |
EVOLENT HEALTH INC CL A | 44,200 | +1,350 | $1,449 |
EVH | 44,200 | +1,350 | $1,449 |
SPROUT SOCIAL INC COM CL A | 23,800 | +1,500 | $1,421 |
SPT | 23,800 | +1,500 | $1,421 |
ZOETIS INC CL A | 8,236 | +756 | $1,393 |
ZTS | 8,236 | +756 | $1,393 |
RESMED INC COM | 7,020 | +400 | $1,390 |
RMD | 7,020 | +400 | $1,390 |
PROCTER AND GAMBLE CO COM | 8,449 | +416 | $1,370 |
PG | 8,449 | +416 | $1,370 |
INTERCONTINENTAL EXCHANGE IN COM (ICE) | 9,807 | +2 | $1,347 |
ICE | 9,807 | +2 | $1,347 |
SPDR S&P 500 ETF TR TR UNIT (SPY) | $1,316 | ||
OTHER | 2,516 | +2,516 | $1,316 |
PROSHARES TR PSHS ULT S&P 500 | $1,292 | ||
OTHER | 16,673 | +16,673 | $1,292 |
S&P GLOBAL INC COM | 2,912 | +4 | $1,239 |
SPGI | 2,912 | +4 | $1,239 |
STORA ENSO OYJ SPON ADR REP R | $1,218 | ||
COMMON STOCK | 87,500 | +87,500 | $1,218 |
GUIDEWIRE SOFTWARE INC COM | 10,350 | -12 | $1,208 |
GWRE | 10,350 | -12 | $1,208 |
POOL CORP COM | 2,977 | +432 | $1,201 |
POOL | 2,977 | +432 | $1,201 |
INTERNATIONAL BUSINESS MACHS COM | 6,189 | +453 | $1,182 |
IBM | 6,189 | +453 | $1,182 |
FLYWIRE CORPORATION COM VTG | 42,200 | +2,500 | $1,047 |
FLYW | 42,200 | +2,500 | $1,047 |
VISA INC COM CL A | 3,685 | +185 | $1,028 |
V | 3,685 | +185 | $1,028 |
DESCARTES SYS GROUP INC COM | 10,900 | UNCH | $998 |
DSGX | 10,900 | UNCH | $998 |
GE AEROSPACE COM NEW | 5,459 | +15 | $958 |
GE | 5,459 | +15 | $958 |
CARMAX INC COM | 11,000 | +994 | $958 |
KMX | 11,000 | +994 | $958 |
BOOZ ALLEN HAMILTON HLDG COR CL A | 6,151 | +1 | $913 |
BAH | 6,151 | +1 | $913 |
EXXON MOBIL CORP COM | 7,846 | -386 | $912 |
XOM | 7,846 | -386 | $912 |
RYAN SPECIALTY HOLDINGS INC CL A | 16,050 | UNCH | $891 |
RYAN | 16,050 | UNCH | $891 |
MONTROSE ENVIRONMENTAL GROUP COM | 22,650 | +3,500 | $887 |
MEG | 22,650 | +3,500 | $887 |
BANK AMERICA CORP COM | 23,230 | +15,096 | $881 |
BAC | 23,230 | +15,096 | $881 |
NVIDIA CORPORATION COM | 899 | +75 | $813 |
NVDA | 899 | +75 | $813 |
META PLATFORMS INC CL A | 1,643 | +96 | $798 |
META | 1,643 | +96 | $798 |
LEGALZOOM COM INC COM | 58,100 | +8,000 | $775 |
LZ | 58,100 | +8,000 | $775 |
TOAST INC CL A | 30,230 | +30,230 | $754 |
TOST | 30,230 | +30,230 | $754 |
BRISTOL MYERS SQUIBB CO COM | 13,726 | +3,809 | $744 |
BMY | 13,726 | +3,809 | $744 |
PHREESIA INC COM | 31,000 | +14,500 | $742 |
PHR | 31,000 | +14,500 | $742 |
MCDONALDS CORP COM | 2,583 | +7 | $728 |
MCD | 2,583 | +7 | $728 |
MONGODB INC CL A | 1,926 | +1 | $690 |
MDB | 1,926 | +1 | $690 |
POWERSCHOOL HOLDINGS INC COM CL A | 31,500 | +6,200 | $671 |
PWSC | 31,500 | +6,200 | $671 |
UNION PAC CORP COM | 2,711 | -132 | $667 |
UNP | 2,711 | -132 | $667 |
COCA COLA CO COM | 10,864 | +1,108 | $664 |
KO | 10,864 | +1,108 | $664 |
ABBOTT LABS COM | 5,691 | +187 | $647 |
ABT | 5,691 | +187 | $647 |
EMERSON ELEC CO COM | 5,229 | +5 | $593 |
EMR | 5,229 | +5 | $593 |
DIMENSIONAL ETF TRUST US TARGETED VLU (DFAT) | 10,648 | -345 | $580 |
DFAT | 10,648 | -345 | $580 |
PORTILLOS INC COM CL A | 40,400 | +9,650 | $573 |
PTLO | 40,400 | +9,650 | $573 |
WOODWARD INC COM | 3,692 | UNCH | $569 |
WWD | 3,692 | UNCH | $569 |
ABBVIE INC COM | 2,888 | +2,888 | $526 |
ABBV | 2,888 | +2,888 | $526 |
CISCO SYS INC COM | 10,476 | +225 | $523 |
CSCO | 10,476 | +225 | $523 |
TARGET CORP COM | 2,883 | +2 | $511 |
TGT | 2,883 | +2 | $511 |
TEXAS INSTRS INC COM | 2,927 | +15 | $510 |
TXN | 2,927 | +15 | $510 |
KIMBERLY CLARK CORP COM | 3,882 | UNCH | $502 |
KMB | 3,882 | UNCH | $502 |
VANGUARD WHITEHALL FDS HIGH DIV YLD (VYM) | $502 | ||
OTHER | 4,149 | +4,149 | $502 |
NOVANTA INC COM | 2,733 | +1,000 | $477 |
NOVT | 2,733 | +1,000 | $477 |
SCHWAB STRATEGIC TR US LRG CAP ETF (SCHA) | $447 | ||
OTHER | 7,200 | +7,200 | $447 |
GILEAD SCIENCES INC COM | 6,040 | +40 | $442 |
GILD | 6,040 | +40 | $442 |
HOWMET AEROSPACE INC COM | 6,142 | +9 | $420 |
HWM | 6,142 | +9 | $420 |
MCCORMICK & CO INC COM NON VTG | 5,450 | +600 | $419 |
MKC | 5,450 | +600 | $419 |
DIMENSIONAL ETF TRUST US MKTWIDE VALUE (DFUV) | 10,081 | UNCH | $412 |
DFUV | 10,081 | UNCH | $412 |
LAM RESEARCH CORP COM | 402 | +2 | $391 |
LRCX | 402 | +2 | $391 |
CONAGRA BRANDS INC COM | 13,100 | +2,200 | $388 |
CAG | 13,100 | +2,200 | $388 |
MEDTRONIC PLC SHS | 4,450 | +244 | $388 |
MDT | 4,450 | +244 | $388 |
BLACKSTONE INC COM | 2,909 | +9 | $382 |
BX | 2,909 | +9 | $382 |
TOTALENERGIES SE SPONSORED ADS | 5,350 | +500 | $368 |
TTE | 5,350 | +500 | $368 |
CME GROUP INC COM | 1,654 | +147 | $356 |
CME | 1,654 | +147 | $356 |
ASSOCIATED BANC CORP COM | 16,311 | +986 | $351 |
ASB | 16,311 | +986 | $351 |
DUTCH BROS INC CL A | 10,100 | +1,550 | $333 |
BROS | 10,100 | +1,550 | $333 |
NICOLET BANKSHARES INC COM (NIC) | 3,840 | UNCH | $330 |
NIC | 3,840 | UNCH | $330 |
PURE STORAGE INC CL A | 6,302 | +2 | $328 |
PSTG | 6,302 | +2 | $328 |
ALLIANT ENERGY CORP COM | 6,203 | +6,203 | $313 |
LNT | 6,203 | +6,203 | $313 |
FISERV INC COM | 1,908 | +306 | $305 |
FI | 1,908 | +306 | $305 |
WEC ENERGY GROUP INC COM | 3,675 | +3,675 | $302 |
WEC | 3,675 | +3,675 | $302 |
ACCENTURE PLC IRELAND SHS CLASS A | 866 | +159 | $300 |
ACN | 866 | +159 | $300 |
TREX CO INC COM | 3,000 | -8 | $299 |
TREX | 3,000 | -8 | $299 |
FORD MTR CO DEL COM | 22,395 | +91 | $297 |
F | 22,395 | +91 | $297 |
THE CIGNA GROUP COM | 813 | +813 | $295 |
CI | 813 | +813 | $295 |
VANGUARD SPECIALIZED FUNDS DIV APP ETF (VIG) | $288 | ||
OTHER | 1,578 | +1,578 | $288 |
VERIZON COMMUNICATIONS INC COM | 6,867 | +350 | $288 |
VZ | 6,867 | +350 | $288 |
WELLS FARGO CO NEW COM | 4,947 | +46 | $287 |
WFC | 4,947 | +46 | $287 |
ADOBE INC COM | 566 | +6 | $286 |
ADBE | 566 | +6 | $286 |
SYSCO CORP COM | 3,500 | +1 | $284 |
SYY | 3,500 | +1 | $284 |
WINGSTOP INC COM | 776 | +776 | $284 |
WING | 776 | +776 | $284 |
SELECT SECTOR SPDR TR TECHNOLOGY (XLU) | $278 | ||
OTHER | 1,335 | +1,335 | $278 |
SPDR SER TR S&P DIVID ETF | $249 | ||
OTHER | 1,894 | +1,894 | $249 |
CAPITAL ONE FINL CORP COM | 1,630 | +29 | $243 |
COF | 1,630 | +29 | $243 |
BROADCOM INC COM | 180 | -84 | $239 |
AVGO | 180 | -84 | $239 |
CHUBB LIMITED COM | 924 | +5 | $239 |
CB | 924 | +5 | $239 |
TYLER TECHNOLOGIES INC COM | 551 | -1 | $234 |
TYL | 551 | -1 | $234 |
MONDELEZ INTL INC CL A | 3,287 | +66 | $230 |
MDLZ | 3,287 | +66 | $230 |
INTEL CORP COM | 5,108 | -192 | $226 |
INTC | 5,108 | -192 | $226 |
UNILEVER PLC SPON ADR NEW | 4,350 | -6 | $218 |
UL | 4,350 | -6 | $218 |
DOW INC COM | 3,647 | +3,647 | $211 |
DOW | 3,647 | +3,647 | $211 |
CORTEVA INC COM | 3,633 | +3,633 | $210 |
CTVA | 3,633 | +3,633 | $210 |
DOLBY LABORATORIES INC COM CL A | 2,500 | UNCH | $209 |
DLB | 2,500 | UNCH | $209 |
CATERPILLAR INC COM | 556 | -444 | $204 |
CAT | 556 | -444 | $204 |
GLOBAL PMTS INC COM | 1,501 | +1,501 | $200 |
GPN | 1,501 | +1,501 | $200 |
REPRISE BIOMEDICAL INC | $110 | ||
COMMON STOCK | 44,000 | +44,000 | $110 |
VORTEX ENERGY CORP COM | $8 | ||
COMMON STOCK | 40,000 | +40,000 | $8 |
NATURALSHRIMP INC COM | 150,000 | +0 | $2 |
COMMON STOCK | 150,000 | +150,000 | $2 |
BILL HOLDINGS INC COM | $0 (exited) | ||
BILL | 0 | -3,400 | $0 |
ISHARES TR MSCI KLD400 SOC | $0 (exited) | ||
DSI | 0 | -6,410 | $0 |
ISHARES TR SELECT DIVID ETF | $0 (exited) | ||
DVY | 0 | -2,568 | $0 |
ISHARES TR MSCI EAFE ETF | $0 (exited) | ||
EFA | 0 | -730,142 | $0 |
EMPNIA INC | $0 (exited) | ||
COMMON | 0 | -25,000 | $0 |
GATOR BITE LLC | $0 (exited) | ||
COMMON | 0 | -1 | $0 |
ISHARES TR CORE S&P MCP ETF | $0 (exited) | ||
IJH | 0 | -3,650 | $0 |
ISHARES TR CORE S&P SCP ETF | $0 (exited) | ||
IJR | 0 | -5,757 | $0 |
ISHARES TR CORE S&P500 ETF | $0 (exited) | ||
IVV | 0 | -485 | $0 |
ISHARES TR RUS 2000 VAL ETF | $0 (exited) | ||
IWN | 0 | -140,792 | $0 |
ISHARES TR RUS 2000 GRW ETF | $0 (exited) | ||
IWO | 0 | -78,416 | $0 |
NEXTERA ENERGY INC COM | $0 (exited) | ||
NEE | 0 | -5,304 | $0 |
SCHWAB STRATEGIC TR US MID CAP ETF | $0 (exited) | ||
SCHM | 0 | -3,380 | $0 |
SCHWAB STRATEGIC TR US LRG CAP ETF | $0 (exited) | ||
SCHX | 0 | -11,760 | $0 |
SPDR SER TR S&P DIVID ETF | $0 (exited) | ||
SDY | 0 | -1,894 | $0 |
PROSHARES TR PSHS ULT S&P 500 | $0 (exited) | ||
SSO | 0 | -22,512 | $0 |
VANGUARD INDEX FDS SML CP GRW ETF | $0 (exited) | ||
VBK | 0 | -1,192 | $0 |
VANGUARD INDEX FDS SM CP VAL ETF | $0 (exited) | ||
VBR | 0 | -1,724 | $0 |
VANGUARD INDEX FDS MCAP VL IDXVIP | $0 (exited) | ||
VOE | 0 | -150,672 | $0 |
VANGUARD INDEX FDS S&P 500 ETF SHS | $0 (exited) | ||
VOO | 0 | -5,405 | $0 |
VANGUARD INDEX FDS MCAP GR IDXVIP | $0 (exited) | ||
VOT | 0 | -97,966 | $0 |
VANGUARD INDEX FDS TOTAL STK MKT | $0 (exited) | ||
VTI | 0 | -81,323 | $0 |
VANGUARD INDEX FDS VALUE ETF | $0 (exited) | ||
VTV | 0 | -12,400 | $0 |
VANGUARD INDEX FDS GROWTH ETF | $0 (exited) | ||
VUG | 0 | -8,367 | $0 |
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF | $0 (exited) | ||
VWO | 0 | -388,098 | $0 |
VANGUARD STAR FDS VG TL INTL STK F | $0 (exited) | ||
VXUS | 0 | -44,015 | $0 |
SELECT SECTOR SPDR TR TECHNOLOGY | 0 | -1,924 | $0 (exited) |
XLK | 0 | -1,924 | $0 |
See Summary: WoodTrust Financial Corp Top Holdings
See Details: Top 10 Stocks Held By WoodTrust Financial Corp
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
VO | +291,543 | +$57,831 |
VANGUARD STAR FDS VG TL INTL STK F | +46,502 | +$2,804 |
PROSHARES TR PSHS ULT S&P 500 | +16,673 | +$1,292 |
TOST | +30,230 | +$754 |
ABBV | +2,888 | +$526 |
SCHA | +7,200 | +$447 |
LNT | +6,203 | +$313 |
WEC | +3,675 | +$302 |
CI | +813 | +$295 |
WING | +776 | +$284 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
EFA | -730,142 | -$55,016 |
IWN | -140,792 | -$21,869 |
VOE | -150,672 | -$21,849 |
VOT | -97,966 | -$21,510 |
IWO | -78,416 | -$19,778 |
VTI | -81,323 | -$19,291 |
VWO | -388,098 | -$15,951 |
VUG | -8,367 | -$2,601 |
VXUS | -44,015 | -$2,551 |
VOO | -5,405 | -$2,361 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
QQQ | +1,027,364 | +$452,464 |
VEU | +419,768 | +$17,470 |
WMT | +96,477 | +$1,135 |
PFE | +87,287 | +$2,234 |
CVS | +24,992 | +$2,058 |
PYPL | +16,668 | +$1,343 |
BAC | +15,096 | +$607 |
DE | +14,629 | +$6,019 |
PHR | +14,500 | +$360 |
DIS | +14,337 | +$3,822 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
WM | -33,603 | -$4,914 |
AAPL | -5,478 | -$3,097 |
GOOG | -2,244 | +$249 |
WAB | -1,969 | +$49 |
AMAT | -1,763 | +$1,808 |
CRM | -1,711 | +$1,690 |
GOOGL | -1,248 | +$561 |
MSFT | -1,207 | +$2,254 |
BRK | -841 | +$4,828 |
Size ($ in 1000's)
At 03/31/2024: $974,543 At 12/31/2023: $585,625 Combined Holding Report Includes:
WoodTrust Financial Corp holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from WoodTrust Financial Corp 13F filings. Link to 13F filings: SEC filings |