- New Purchases: BAX, EW, CHTR, MNST,
- Added Positions: BRK.B, EFA, AMZN, IWN, IWO, VOE, VOT, VWO, UNH, JPM, JNJ, WBA, CVX, BA, AAPL, PSX, WM, HD, MRK, MSFT, ACN, INTC, AXP, COST, USB, NOC, PEP, NKE, GS, DIS, GOOGL, HON, GM, ITW, VXUS, GOOG, JCI, DSI, SDY, VOO, VTV,
- Reduced Positions: XOM, FIS, GILD, DIA, DVY, CMCSA, PFE,
- Sold Out: TIP, DOW,
For the details of WoodTrust Financial Corp's stock buys and sells, go to https://www.gurufocus.com/guru/woodtrust+financial+corp/current-portfolio/portfolioportfolio
These are the top 5 holdings of WoodTrust Financial Corp- iShares MSCI EAFE (EFA) - 376,566 shares, 11.14% of the total portfolio. Shares added by 5.28%
- Vanguard Mid-Cap Growth (VOT) - 63,206 shares, 4.25% of the total portfolio. Shares added by 3.85%
- Berkshire Hathaway Inc (BRK.B) - 42,621 shares, 4.09% of the total portfolio. Shares added by 16.06%
- Vanguard Mid-Cap Value (VOE) - 79,895 shares, 4.00% of the total portfolio. Shares added by 5.06%
- iShares Russell 2000 Growth (IWO) - 44,053 shares, 3.98% of the total portfolio. Shares added by 4.98%
WoodTrust Financial Corp initiated holding in Baxter International Inc. The purchase prices were between $73.44 and $82.41, with an estimated average price of $77.55. The stock is now traded at around $82.01. The impact to a portfolio due to this purchase was 0.17%. The holding were 4,600 shares as of .
New Purchase: Edwards Lifesciences Corp (EW)WoodTrust Financial Corp initiated holding in Edwards Lifesciences Corp. The purchase prices were between $167.22 and $193.23, with an estimated average price of $181.16. The stock is now traded at around $190.89. The impact to a portfolio due to this purchase was 0.15%. The holding were 1,840 shares as of .
New Purchase: Charter Communications Inc (CHTR)WoodTrust Financial Corp initiated holding in Charter Communications Inc. The purchase prices were between $345.37 and $398.77, with an estimated average price of $374.51. The stock is now traded at around $414.63. The impact to a portfolio due to this purchase was 0.1%. The holding were 561 shares as of .
New Purchase: Monster Beverage Corp (MNST)WoodTrust Financial Corp initiated holding in Monster Beverage Corp. The purchase prices were between $52.59 and $65.92, with an estimated average price of $60.23. The stock is now traded at around $65.26. The impact to a portfolio due to this purchase was 0.1%. The holding were 3,600 shares as of .
Added: Amazon.com Inc (AMZN)WoodTrust Financial Corp added to a holding in Amazon.com Inc by 54.19%. The purchase prices were between $1692.69 and $1962.46, with an estimated average price of $1862.37. The stock is now traded at around $2020.99. The impact to a portfolio due to this purchase was 0.51%. The holding were 1,693 shares as of .
Added: iShares MSCI KLD 400 Social (DSI)WoodTrust Financial Corp added to a holding in iShares MSCI KLD 400 Social by 22.94%. The purchase prices were between $101.81 and $110.12, with an estimated average price of $107.15. The stock is now traded at around $112.43. The impact to a portfolio due to this purchase was 0.02%. The holding were 2,669 shares as of .
Sold Out: iShares TIPS Bond (TIP)WoodTrust Financial Corp sold out a holding in iShares TIPS Bond. The sale prices were between $112.34 and $115.84, with an estimated average price of $113.7.
Sold Out: Dow Inc (DOW)WoodTrust Financial Corp sold out a holding in Dow Inc. The sale prices were between $46.76 and $59.71, with an estimated average price of $52.82.
Here is the complete portfolio of WoodTrust Financial Corp. Also check out:
1. WoodTrust Financial Corp's Undervalued Stocks
2. WoodTrust Financial Corp's Top Growth Companies, and
3. WoodTrust Financial Corp's High Yield stocks
4. Stocks that WoodTrust Financial Corp keeps buying