Woodmont Investment Counsel
Latest statistics and disclosures from Woodmont Investment Counsel's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VUG, VTV, VEA, AAPL, MSFT, and represent 30.68% of Woodmont Investment Counsel's stock portfolio.
- Added to shares of these 10 stocks: VEA (+$18M), IBDT (+$16M), VUG (+$14M), SPEM (+$10M), IEI (+$9.9M), IBDS (+$8.3M), VTV, SHY, SNEX, IBDR.
- Started 19 new stock positions in JCI, VLTO, TXN, GS, MS, IBMQ, AMAT, CGGR, VOTE, SPEM. ALL, VOE, DFS, XEL, TGT, FITB, BAR, HSTM, NFLX.
- Reduced shares in these 10 stocks: IBDP (-$12M), JPST (-$8.6M), EFAV (-$6.1M), VO, VWO, XSOE, IEMG, VEU, IBMM, BIP.
- Sold out of its positions in AKRO, HAS, PXF, EEMV, TIP, TFLO, Ishares Tr Ibonds Dec2023 etf, MPW, SIRI.
- Woodmont Investment Counsel was a net buyer of stock by $49M.
- Woodmont Investment Counsel has $1.1B in assets under management (AUM), dropping by 13.15%.
- Central Index Key (CIK): 0001133653
Tip: Access up to 7 years of quarterly data
Positions held by Woodmont Investment Counsel consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Woodmont Investment Counsel
Woodmont Investment Counsel holds 240 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Growth Etf (VUG) | 10.9 | $116M | +13% | 373k | 310.88 |
|
| Vanguard Index Fds Value Etf (VTV) | 8.5 | $91M | +5% | 611k | 149.50 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 5.3 | $57M | +44% | 1.2M | 47.90 |
|
| Apple (AAPL) | 3.2 | $34M | 176k | 192.53 |
|
|
| Microsoft Corporation (MSFT) | 2.8 | $30M | +2% | 79k | 376.04 |
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 2.8 | $30M | +123% | 1.2M | 25.09 |
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 2.4 | $26M | +47% | 1.1M | 23.93 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.9 | $21M | -18% | 88k | 232.64 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 1.9 | $20M | 94k | 213.33 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.8 | $20M | +5% | 83k | 237.22 |
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 1.8 | $19M | +15% | 797k | 23.90 |
|
| Merck & Co (MRK) | 1.6 | $17M | 159k | 109.02 |
|
|
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 1.6 | $17M | +8% | 694k | 24.76 |
|
| Hca Holdings (HCA) | 1.5 | $16M | +2% | 61k | 270.68 |
|
| Chevron Corporation (CVX) | 1.5 | $16M | +8% | 104k | 149.16 |
|
| Duke Energy Corp Com New (DUK) | 1.4 | $15M | 156k | 97.04 |
|
|
| Broadcom (AVGO) | 1.4 | $15M | 14k | 1116.25 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.3 | $14M | 82k | 170.10 |
|
|
| Johnson & Johnson (JNJ) | 1.2 | $13M | 80k | 156.74 |
|
|
| Procter & Gamble Company (PG) | 1.1 | $12M | 84k | 146.54 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.1 | $12M | 236k | 51.27 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.1 | $12M | -15% | 215k | 56.14 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $11M | 31k | 356.66 |
|
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 1.0 | $11M | +833% | 94k | 117.13 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 1.0 | $11M | -3% | 108k | 100.27 |
|
| United Parcel Service CL B (UPS) | 1.0 | $11M | 69k | 157.23 |
|
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 1.0 | $10M | NEW | 291k | 35.41 |
|
| UnitedHealth (UNH) | 1.0 | $10M | 20k | 526.47 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $10M | 73k | 140.93 |
|
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 1.0 | $10M | -4% | 174k | 58.33 |
|
| Stonex Group (SNEX) | 0.9 | $9.2M | +45% | 125k | 73.83 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.8 | $9.0M | 80k | 111.63 |
|
|
| Lockheed Martin Corporation (LMT) | 0.8 | $8.5M | 19k | 453.24 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.8 | $8.1M | 48k | 170.40 |
|
|
| Verizon Communications (VZ) | 0.7 | $7.7M | -8% | 204k | 37.70 |
|
| Pinnacle Financial Partners (PNFP) | 0.7 | $7.2M | +30% | 82k | 87.22 |
|
| Pepsi (PEP) | 0.6 | $6.9M | -2% | 41k | 169.84 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.6 | $6.9M | 12k | 576.10 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.6 | $6.6M | +3% | 48k | 136.38 |
|
| Chubb (CB) | 0.6 | $6.5M | +4% | 29k | 226.00 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.6 | $6.5M | +119% | 79k | 82.04 |
|
| Emerson Electric (EMR) | 0.6 | $6.0M | 62k | 97.33 |
|
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.5 | $5.9M | +3% | 62k | 95.08 |
|
| Coca-Cola Company (KO) | 0.5 | $5.7M | +11% | 96k | 58.93 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $5.5M | -38% | 133k | 41.10 |
|
| Paychex (PAYX) | 0.5 | $5.5M | -5% | 46k | 119.11 |
|
| Enterprise Products Partners (EPD) | 0.5 | $5.4M | -9% | 204k | 26.35 |
|
| McDonald's Corporation (MCD) | 0.5 | $5.3M | -9% | 18k | 296.51 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $4.8M | 48k | 99.98 |
|
|
| salesforce (CRM) | 0.4 | $4.7M | 18k | 263.14 |
|
|
| Vaneck Etf Trust Morningstar Smid (SMOT) | 0.4 | $4.5M | 144k | 31.50 |
|
|
| General Mills (GIS) | 0.4 | $4.5M | +4% | 69k | 65.14 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $4.3M | 6.6k | 660.08 |
|
|
| Home Depot (HD) | 0.4 | $4.3M | +32% | 12k | 346.55 |
|
| Palo Alto Networks (PANW) | 0.4 | $4.1M | 14k | 294.88 |
|
|
| Abbvie (ABBV) | 0.4 | $4.0M | -3% | 26k | 154.97 |
|
| Novartis Sponsored Adr (NVS) | 0.4 | $3.9M | -3% | 39k | 100.97 |
|
| Bank of America Corporation (BAC) | 0.4 | $3.8M | -11% | 112k | 33.67 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $3.7M | -12% | 25k | 147.14 |
|
| Wal-Mart Stores (WMT) | 0.3 | $3.7M | 23k | 157.65 |
|
|
| Nike CL B (NKE) | 0.3 | $3.6M | -2% | 33k | 108.57 |
|
| Old Republic International Corporation (ORI) | 0.3 | $3.5M | 121k | 29.40 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.3 | $3.5M | -48% | 70k | 50.58 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $3.4M | +6% | 24k | 139.69 |
|
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.3 | $3.2M | -21% | 93k | 34.77 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $3.2M | +3% | 87k | 36.96 |
|
| ACI Worldwide (ACIW) | 0.3 | $3.1M | 102k | 30.60 |
|
|
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.3 | $3.1M | -36% | 99k | 31.49 |
|
| Pfizer (PFE) | 0.3 | $3.1M | -21% | 107k | 28.79 |
|
| Danaher Corporation (DHR) | 0.3 | $3.0M | -4% | 13k | 231.34 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $2.9M | 7.2k | 409.54 |
|
|
| Chart Industries (GTLS) | 0.3 | $2.9M | +39% | 21k | 136.33 |
|
| Novo-nordisk A S Adr (NVO) | 0.3 | $2.9M | +2% | 28k | 103.45 |
|
| Waste Management (WM) | 0.3 | $2.9M | 16k | 179.10 |
|
|
| Nucor Corporation (NUE) | 0.3 | $2.8M | -2% | 16k | 174.04 |
|
| Ishares Tr Ibonds Dec 25 (IBMN) | 0.3 | $2.8M | -3% | 105k | 26.55 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $2.8M | +5% | 4.8k | 582.92 |
|
| Kimberly-Clark Corporation (KMB) | 0.2 | $2.6M | +2% | 21k | 121.51 |
|
| Southern Company (SO) | 0.2 | $2.6M | -2% | 37k | 70.12 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $2.4M | 35k | 70.10 |
|
|
| Amazon (AMZN) | 0.2 | $2.4M | +13% | 16k | 151.94 |
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.2 | $2.3M | -72% | 34k | 69.34 |
|
| Workday Cl A (WDAY) | 0.2 | $2.2M | 8.0k | 276.06 |
|
|
| Diageo Spon Adr New (DEO) | 0.2 | $2.2M | -2% | 15k | 145.66 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $2.1M | 4.4k | 475.31 |
|
|
| Cisco Systems (CSCO) | 0.2 | $2.0M | 40k | 50.52 |
|
|
| Ishares Tr Ibonds Dec24 Etf (IBDP) | 0.2 | $2.0M | -85% | 80k | 24.91 |
|
| General Dynamics Corporation (GD) | 0.2 | $2.0M | 7.5k | 259.67 |
|
|
| Abbott Laboratories (ABT) | 0.2 | $1.9M | +2% | 18k | 110.07 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.9M | +19% | 4.4k | 436.83 |
|
| Us Bancorp Del Com New (USB) | 0.2 | $1.9M | +33% | 44k | 43.28 |
|
| CSX Corporation (CSX) | 0.2 | $1.9M | 55k | 34.67 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.2 | $1.8M | 29k | 62.66 |
|
|
| Meta Platforms Cl A (META) | 0.2 | $1.8M | 5.2k | 353.96 |
|
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.2 | $1.8M | -27% | 48k | 37.56 |
|
| AFLAC Incorporated (AFL) | 0.2 | $1.8M | 22k | 82.50 |
|
|
| Intel Corporation (INTC) | 0.2 | $1.8M | +8% | 35k | 50.25 |
|
| American Express Company (AXP) | 0.2 | $1.7M | +2% | 9.3k | 187.34 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $1.7M | -16% | 23k | 77.37 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $1.6M | +2% | 4.7k | 350.91 |
|
| Applied Digital Corp Com New (APLD) | 0.2 | $1.6M | +27% | 240k | 6.74 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $1.6M | +3% | 3.8k | 426.51 |
|
| Magnite Ord (MGNI) | 0.1 | $1.6M | 167k | 9.34 |
|
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $1.5M | -16% | 24k | 63.33 |
|
| Moderna (MRNA) | 0.1 | $1.5M | +62% | 15k | 99.45 |
|
| Caterpillar (CAT) | 0.1 | $1.5M | +136% | 5.1k | 295.67 |
|
| Kosmos Energy (KOS) | 0.1 | $1.4M | -23% | 216k | 6.71 |
|
| Visa Com Cl A (V) | 0.1 | $1.4M | +5% | 5.6k | 260.35 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $1.4M | -9% | 36k | 40.23 |
|
| Becton, Dickinson and (BDX) | 0.1 | $1.4M | -11% | 5.8k | 243.83 |
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.1 | $1.4M | -8% | 73k | 19.45 |
|
| Harrow Health (HROW) | 0.1 | $1.4M | +77% | 122k | 11.20 |
|
| Global Payments (GPN) | 0.1 | $1.4M | 11k | 127.00 |
|
|
| Clearwater Paper (CLW) | 0.1 | $1.3M | 36k | 36.12 |
|
|
| Ishares Tr Ibonds Dec 26 (IBMO) | 0.1 | $1.3M | -3% | 50k | 25.51 |
|
| Ishares Tr Ibonds Dec 27 (IBMP) | 0.1 | $1.3M | -3% | 50k | 25.41 |
|
| Ishares Tr Ibonds Dec (IBMM) | 0.1 | $1.2M | -63% | 46k | 25.93 |
|
| Honeywell International (HON) | 0.1 | $1.2M | 5.7k | 209.71 |
|
|
| Cintas Corporation (CTAS) | 0.1 | $1.2M | 2.0k | 602.66 |
|
|
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.1 | $1.1M | +210% | 39k | 29.05 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $1.1M | -5% | 13k | 84.14 |
|
| Stryker Corporation (SYK) | 0.1 | $1.1M | +2% | 3.7k | 299.46 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.1M | 3.6k | 303.17 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.1M | +26% | 2.3k | 477.54 |
|
| Oracle Corporation (ORCL) | 0.1 | $1.1M | -3% | 10k | 105.43 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.1 | $1.1M | -88% | 22k | 50.23 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $1.1M | +4% | 15k | 72.43 |
|
| Automatic Data Processing (ADP) | 0.1 | $1.0M | +5% | 4.4k | 232.97 |
|
| Anterix Inc. Atex (ATEX) | 0.1 | $1.0M | 31k | 33.32 |
|
|
| Qualcomm (QCOM) | 0.1 | $1.0M | -12% | 7.0k | 144.63 |
|
| Walt Disney Company (DIS) | 0.1 | $998k | -10% | 11k | 90.29 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $955k | -22% | 19k | 51.31 |
|
| Tesla Motors (TSLA) | 0.1 | $947k | +35% | 3.8k | 248.48 |
|
| Hershey Company (HSY) | 0.1 | $944k | 5.1k | 186.44 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $933k | -5% | 5.7k | 164.42 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $903k | -2% | 5.0k | 179.97 |
|
| Ishares Tr Ibonds Dec 28 (IBMQ) | 0.1 | $902k | NEW | 35k | 25.59 |
|
| BlackRock (BLK) | 0.1 | $898k | -2% | 1.1k | 811.80 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $897k | 5.1k | 174.87 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.1 | $885k | 43k | 20.45 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $877k | -2% | 51k | 17.17 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $857k | -2% | 18k | 47.24 |
|
| TJX Companies (TJX) | 0.1 | $824k | 8.8k | 93.81 |
|
|
| Microchip Technology (MCHP) | 0.1 | $811k | -5% | 9.0k | 90.18 |
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.1 | $797k | +10% | 41k | 19.30 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $788k | -11% | 11k | 75.35 |
|
| Allstate Corporation (ALL) | 0.1 | $778k | NEW | 5.6k | 139.98 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $770k | 9.2k | 83.84 |
|
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $764k | -46% | 19k | 40.06 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $741k | 8.9k | 82.96 |
|
|
| NVIDIA Corporation (NVDA) | 0.1 | $729k | +68% | 1.5k | 495.26 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $715k | +6% | 3.6k | 200.72 |
|
| MetLife (MET) | 0.1 | $705k | +9% | 11k | 66.13 |
|
| Ecolab (ECL) | 0.1 | $704k | 3.5k | 198.35 |
|
|
| Public Service Enterprise (PEG) | 0.1 | $696k | -4% | 11k | 61.15 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $675k | 4.1k | 165.25 |
|
|
| FedEx Corporation (FDX) | 0.1 | $671k | 2.7k | 252.97 |
|
|
| Amgen (AMGN) | 0.1 | $666k | 2.3k | 288.02 |
|
|
| Illinois Tool Works (ITW) | 0.1 | $661k | +5% | 2.5k | 261.94 |
|
| Aspen Aerogels (ASPN) | 0.1 | $657k | -11% | 42k | 15.78 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $636k | -48% | 17k | 37.60 |
|
| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.1 | $627k | -68% | 30k | 20.89 |
|
| Lowe's Companies (LOW) | 0.1 | $620k | +4% | 2.8k | 222.55 |
|
| Nextera Energy (NEE) | 0.1 | $609k | -16% | 10k | 60.74 |
|
| Morgan Stanley Com New (MS) | 0.1 | $590k | NEW | 6.3k | 93.25 |
|
| Shell Spon Ads (SHEL) | 0.1 | $576k | 8.8k | 65.80 |
|
|
| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.1 | $567k | -85% | 20k | 28.88 |
|
| Philip Morris International (PM) | 0.1 | $563k | -12% | 6.0k | 94.08 |
|
| Vanguard World Fds Consum Stp Etf (VDC) | 0.1 | $558k | +3% | 2.9k | 190.96 |
|
| Wells Fargo & Company (WFC) | 0.1 | $556k | 11k | 49.22 |
|
|
| Progressive Corporation (PGR) | 0.1 | $537k | +7% | 3.4k | 159.28 |
|
| Eaton Corp SHS (ETN) | 0.0 | $499k | +5% | 2.1k | 240.82 |
|
| At&t (T) | 0.0 | $486k | +25% | 29k | 16.78 |
|
| Phillips 66 (PSX) | 0.0 | $461k | -14% | 3.5k | 133.14 |
|
| SYSCO Corporation (SYY) | 0.0 | $459k | -7% | 6.3k | 73.13 |
|
| Southwest Airlines (LUV) | 0.0 | $438k | -17% | 15k | 28.88 |
|
| Yum! Brands (YUM) | 0.0 | $437k | 3.3k | 130.66 |
|
|
| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.0 | $429k | -21% | 15k | 28.30 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.0 | $428k | -71% | 8.4k | 50.74 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $421k | +7% | 5.6k | 75.10 |
|
| M&T Bank Corporation (MTB) | 0.0 | $415k | -6% | 3.0k | 137.08 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $412k | +38% | 813.00 | 507.08 |
|
| International Business Machines (IBM) | 0.0 | $396k | +35% | 2.4k | 163.55 |
|
| Ameriprise Financial (AMP) | 0.0 | $392k | 1.0k | 379.83 |
|
|
| Dorman Products (DORM) | 0.0 | $370k | 4.4k | 83.41 |
|
|
| 3M Company (MMM) | 0.0 | $370k | 3.4k | 109.32 |
|
|
| HealthStream (HSTM) | 0.0 | $364k | NEW | 14k | 27.03 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $362k | 7.1k | 51.04 |
|
|
| Discover Financial Services (DFS) | 0.0 | $352k | NEW | 3.1k | 112.40 |
|
| Union Pacific Corporation (UNP) | 0.0 | $343k | 1.4k | 245.62 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $341k | -7% | 5.9k | 57.45 |
|
| Empire St Rlty Op Unit Ltd Prtnsp (ESBA) | 0.0 | $340k | 36k | 9.40 |
|
|
| Netflix (NFLX) | 0.0 | $339k | NEW | 697.00 | 486.88 |
|
| Unilever Spon Adr New (UL) | 0.0 | $335k | -7% | 6.9k | 48.48 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $332k | 4.2k | 79.71 |
|
|
| Brown Forman Corp CL B (BF.B) | 0.0 | $330k | 5.8k | 57.10 |
|
|
| Diamondback Energy (FANG) | 0.0 | $328k | 2.1k | 155.08 |
|
|
| Boeing Company (BA) | 0.0 | $324k | +2% | 1.2k | 260.71 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $320k | +33% | 3.0k | 108.25 |
|
| Louisiana-Pacific Corporation (LPX) | 0.0 | $319k | +2% | 4.5k | 70.83 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $318k | 2.7k | 117.22 |
|
|
| Moody's Corporation (MCO) | 0.0 | $314k | 805.00 | 390.56 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $312k | +9% | 1.8k | 173.89 |
|
| Zoetis Cl A (ZTS) | 0.0 | $312k | +19% | 1.6k | 197.37 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $311k | +9% | 7.1k | 43.85 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.0 | $304k | -37% | 2.8k | 110.13 |
|
| Ford Motor Company (F) | 0.0 | $301k | 25k | 12.19 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $297k | -15% | 3.8k | 78.96 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $292k | -35% | 3.8k | 77.02 |
|
| Travelers Companies (TRV) | 0.0 | $291k | -5% | 1.5k | 190.49 |
|
| Cal Maine Foods Com New (CALM) | 0.0 | $287k | 5.0k | 57.39 |
|
|
| W.W. Grainger (GWW) | 0.0 | $283k | +8% | 342.00 | 828.69 |
|
| Synovus Finl Corp Com New (SNV) | 0.0 | $282k | 7.5k | 37.65 |
|
|
| L3harris Technologies (LHX) | 0.0 | $275k | -4% | 1.3k | 210.62 |
|
| Renasant (RNST) | 0.0 | $273k | 8.1k | 33.68 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $271k | NEW | 3.3k | 82.26 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $268k | 572.00 | 468.14 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $266k | -25% | 3.6k | 73.56 |
|
| Devon Energy Corporation (DVN) | 0.0 | $264k | 5.8k | 45.30 |
|
|
| Fifth Third Ban (FITB) | 0.0 | $260k | NEW | 7.5k | 34.49 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $257k | 6.6k | 39.03 |
|
|
| Clorox Company (CLX) | 0.0 | $252k | 1.8k | 142.59 |
|
|
| Potlatch Corporation (PCH) | 0.0 | $250k | 5.1k | 49.10 |
|
|
| Goldman Sachs (GS) | 0.0 | $248k | NEW | 644.00 | 385.77 |
|
| Graniteshares Gold Tr Shs Ben Int (BAR) | 0.0 | $247k | NEW | 12k | 20.39 |
|
| Target Corporation (TGT) | 0.0 | $245k | NEW | 1.7k | 142.42 |
|
| H&R Block (HRB) | 0.0 | $244k | 5.0k | 48.37 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $243k | -10% | 2.5k | 96.01 |
|
| Applied Materials (AMAT) | 0.0 | $236k | NEW | 1.5k | 162.07 |
|
| Fortive (FTV) | 0.0 | $233k | +3% | 3.2k | 73.63 |
|
| Tcw Transform Etf Trust Transfrm 500 Etf (VOTE) | 0.0 | $233k | NEW | 4.2k | 55.62 |
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.0 | $229k | NEW | 8.1k | 28.23 |
|
| Air Products & Chemicals (APD) | 0.0 | $226k | 826.00 | 273.80 |
|
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $226k | NEW | 3.9k | 57.64 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $213k | NEW | 1.3k | 170.46 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $210k | NEW | 1.4k | 144.97 |
|
| Xcel Energy (XEL) | 0.0 | $209k | NEW | 3.4k | 61.91 |
|
| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.0 | $204k | -14% | 8.5k | 23.87 |
|
| Dermtech Ord ord (DMTK) | 0.0 | $147k | -12% | 84k | 1.75 |
|
| Mfs Inter Income Tr Sh Ben Int (MIN) | 0.0 | $27k | 10k | 2.68 |
|
Past Filings by Woodmont Investment Counsel
SEC 13F filings are viewable for Woodmont Investment Counsel going back to 2011
- Woodmont Investment Counsel 2023 Q4 filed Jan. 19, 2024
- Woodmont Investment Counsel 2023 Q3 filed Oct. 24, 2023
- Woodmont Investment Counsel 2023 Q2 filed Aug. 2, 2023
- Woodmont Investment Counsel 2023 Q1 filed May 9, 2023
- Woodmont Investment Counsel 2022 Q4 filed Jan. 31, 2023
- Woodmont Investment Counsel 2022 Q3 filed Nov. 8, 2022
- Woodmont Investment Counsel 2022 Q2 filed Aug. 9, 2022
- Woodmont Investment Counsel 2022 Q1 filed May 12, 2022
- Woodmont Investment Counsel 2021 Q4 filed Feb. 2, 2022
- Woodmont Investment Counsel 2021 Q3 filed Nov. 12, 2021
- Woodmont Investment Counsel 2021 Q2 filed Aug. 16, 2021
- Woodmont Investment Counsel 2021 Q1 filed May 17, 2021
- Woodmont Investment Counsel 2020 Q4 filed Feb. 16, 2021
- Woodmont Investment Counsel 2020 Q3 filed Nov. 16, 2020
- Woodmont Investment Counsel 2020 Q2 filed Aug. 14, 2020
- Woodmont Investment Counsel 2020 Q1 filed May 15, 2020