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, IBDT, and represent 32.55% of Woodmont Investment Counsel's stock portfolio.
- Added to shares of these 10 stocks: IBDV (+$16M), IBDW (+$13M), PNFP, SPTS, SPTI, AVY, SPEM, NHI, SGOV, IEI.
- Started 9 new stock positions in GLW, XSOE, AVY, ATO, ENB, IBMS, SPYD, IBDW, CEF.
- Reduced shares in these 10 stocks: IBDR (-$24M), VUG (-$8.5M), VTV (-$8.5M), SMOT (-$5.5M), AVGO (-$5.4M), LYB, MSFT, SNEX, GOOG, CGUS.
- Sold out of its positions in BRK.A, CI, CGXU, CGGR, CGUS, CGDV, CGGO, CSL, CTAS, CXW.
- Woodmont Investment Counsel was a net seller of stock by $-100M.
- Woodmont Investment Counsel has $1.5B in assets under management (AUM), dropping by -0.30%.
- Central Index Key (CIK): 0001133653
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Portfolio Holdings for Woodmont Investment Counsel
Woodmont Investment Counsel holds 259 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Growth Etf (VUG) | 12.5 | $189M | -4% | 393k | 479.61 |
|
| Vanguard Index Fds Value Etf (VTV) | 8.7 | $132M | -6% | 708k | 186.49 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 5.7 | $86M | 1.4M | 59.92 |
|
|
| Apple (AAPL) | 2.9 | $44M | -4% | 173k | 254.63 |
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 2.7 | $42M | -4% | 1.6M | 25.52 |
|
| Ishares Tr Ibonds Dec 29 (IBDU) | 2.7 | $41M | -2% | 1.7M | 23.47 |
|
| Microsoft Corporation (MSFT) | 2.6 | $39M | -9% | 75k | 517.95 |
|
| Broadcom (AVGO) | 2.5 | $38M | -12% | 114k | 329.91 |
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 2.2 | $34M | -6% | 1.4M | 24.34 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.0 | $30M | 92k | 328.17 |
|
|
| Spdr Series Trust Portfolio Sh Tsr (SPTS) | 1.8 | $28M | +10% | 941k | 29.32 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.8 | $27M | 91k | 293.74 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.7 | $25M | -7% | 81k | 315.43 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 1.6 | $24M | -5% | 95k | 254.28 |
|
| Stonex Group (SNEX) | 1.5 | $23M | -14% | 228k | 100.92 |
|
| Hca Holdings (HCA) | 1.5 | $23M | -10% | 53k | 426.20 |
|
| Spdr Series Trust Portfli Intrmdit (SPTI) | 1.4 | $21M | +14% | 718k | 28.90 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 1.3 | $19M | +10% | 410k | 46.81 |
|
| Duke Energy Corp Com New (DUK) | 1.3 | $19M | -11% | 153k | 123.75 |
|
| Ishares Tr Ibonds Dec 2030 (IBDV) | 1.2 | $18M | +1379% | 796k | 22.15 |
|
| Chevron Corporation (CVX) | 1.1 | $17M | -10% | 111k | 155.29 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $17M | +5% | 34k | 502.74 |
|
| Johnson & Johnson (JNJ) | 1.1 | $17M | -9% | 89k | 185.42 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.1 | $16M | +2% | 229k | 71.37 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 1.1 | $16M | +8% | 161k | 100.70 |
|
| Eli Lilly & Co. (LLY) | 1.0 | $16M | +4% | 21k | 763.00 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $15M | -20% | 63k | 243.55 |
|
| Merck & Co (MRK) | 0.9 | $14M | -5% | 167k | 83.93 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.9 | $14M | +9% | 116k | 119.51 |
|
| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.8 | $13M | NEW | 605k | 21.22 |
|
| Procter & Gamble Company (PG) | 0.8 | $13M | -6% | 83k | 153.65 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $12M | +2% | 48k | 243.10 |
|
| Dell Technologies CL C (DELL) | 0.7 | $10M | -13% | 71k | 141.77 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.6 | $9.5M | -4% | 68k | 140.95 |
|
| Chubb (CB) | 0.6 | $9.5M | -10% | 34k | 282.25 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.6 | $9.5M | -5% | 44k | 215.79 |
|
| Pinnacle Financial Partners (PNFP) | 0.6 | $8.9M | +43% | 94k | 93.79 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.6 | $8.6M | -7% | 136k | 62.91 |
|
| Verizon Communications (VZ) | 0.6 | $8.6M | -9% | 195k | 43.95 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.5 | $8.3M | 156k | 53.03 |
|
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.5 | $8.1M | +5% | 138k | 58.85 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.5 | $8.1M | -12% | 25k | 326.36 |
|
| National Health Investors (NHI) | 0.5 | $7.7M | +23% | 96k | 79.50 |
|
| Coca-Cola Company (KO) | 0.5 | $7.6M | 115k | 66.32 |
|
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.5 | $7.5M | 131k | 56.94 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.5 | $7.5M | -4% | 54k | 139.17 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $7.4M | -2% | 66k | 112.75 |
|
| Emerson Electric (EMR) | 0.5 | $7.0M | -9% | 53k | 131.18 |
|
| Home Depot (HD) | 0.5 | $6.8M | +2% | 17k | 405.18 |
|
| Diamondback Energy (FANG) | 0.4 | $6.8M | +8% | 47k | 143.10 |
|
| Pfizer (PFE) | 0.4 | $6.5M | +3% | 256k | 25.48 |
|
| Bank of America Corporation (BAC) | 0.4 | $6.4M | 124k | 51.59 |
|
|
| Costco Wholesale Corporation (COST) | 0.4 | $6.1M | 6.6k | 925.63 |
|
|
| Wal-Mart Stores (WMT) | 0.4 | $5.7M | -14% | 56k | 103.06 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.4 | $5.7M | -2% | 21k | 271.12 |
|
| Abbvie (ABBV) | 0.4 | $5.4M | 23k | 231.54 |
|
|
| Harrow Health (HROW) | 0.3 | $5.0M | -2% | 104k | 48.18 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $4.9M | +2% | 7.3k | 669.26 |
|
| Old Republic International Corporation (ORI) | 0.3 | $4.8M | -18% | 113k | 42.47 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $4.7M | +5% | 7.1k | 666.18 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $4.7M | -6% | 87k | 54.18 |
|
| Palo Alto Networks (PANW) | 0.3 | $4.5M | -28% | 22k | 203.62 |
|
| Paychex (PAYX) | 0.3 | $4.4M | -2% | 34k | 126.76 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $4.3M | 7.2k | 600.37 |
|
|
| Amazon (AMZN) | 0.3 | $4.1M | 19k | 219.57 |
|
|
| Meta Platforms Cl A (META) | 0.3 | $4.1M | +3% | 5.5k | 734.37 |
|
| Enterprise Products Partners (EPD) | 0.3 | $4.0M | -3% | 127k | 31.27 |
|
| Pepsi (PEP) | 0.3 | $3.9M | -15% | 28k | 140.44 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $3.9M | -2% | 20k | 194.50 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $3.9M | 6.3k | 612.33 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $3.8M | 163k | 23.28 |
|
|
| McDonald's Corporation (MCD) | 0.2 | $3.7M | -2% | 12k | 303.89 |
|
| NVIDIA Corporation (NVDA) | 0.2 | $3.7M | -9% | 20k | 186.58 |
|
| Novartis Sponsored Adr (NVS) | 0.2 | $3.6M | -18% | 28k | 128.24 |
|
| salesforce (CRM) | 0.2 | $3.4M | -24% | 15k | 236.99 |
|
| AFLAC Incorporated (AFL) | 0.2 | $3.4M | -10% | 30k | 111.70 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $3.4M | -28% | 18k | 182.42 |
|
| UnitedHealth (UNH) | 0.2 | $3.2M | -54% | 9.4k | 345.30 |
|
| Oracle Corporation (ORCL) | 0.2 | $3.1M | 11k | 281.23 |
|
|
| Southern Company (SO) | 0.2 | $3.1M | 33k | 94.77 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $3.0M | 104k | 29.11 |
|
|
| Waste Management (WM) | 0.2 | $2.9M | 13k | 220.83 |
|
|
| American Express Company (AXP) | 0.2 | $2.8M | +3% | 8.5k | 332.16 |
|
| ACI Worldwide (ACIW) | 0.2 | $2.8M | -24% | 52k | 52.77 |
|
| Ishares Tr Ibonds Dec 2029 (IBMR) | 0.2 | $2.7M | +17% | 107k | 25.53 |
|
| Chart Industries (GTLS) | 0.2 | $2.7M | -36% | 14k | 200.15 |
|
| Danaher Corporation (DHR) | 0.2 | $2.5M | 12k | 198.26 |
|
|
| Caterpillar (CAT) | 0.2 | $2.4M | 5.0k | 477.15 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.2 | $2.3M | -36% | 35k | 65.92 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $2.3M | -8% | 3.8k | 595.96 |
|
| General Dynamics Corporation (GD) | 0.1 | $2.3M | -12% | 6.6k | 341.00 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $2.2M | -3% | 40k | 56.75 |
|
| Abbott Laboratories (ABT) | 0.1 | $2.2M | 16k | 133.94 |
|
|
| Ishares Tr Ibonds Dec 28 (IBMQ) | 0.1 | $2.2M | -11% | 85k | 25.64 |
|
| Cisco Systems (CSCO) | 0.1 | $2.2M | 32k | 68.42 |
|
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $2.1M | 24k | 87.21 |
|
|
| Nucor Corporation (NUE) | 0.1 | $2.1M | 15k | 135.43 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $2.0M | -2% | 37k | 55.49 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $2.0M | 12k | 167.33 |
|
|
| Avery Dennison Corporation (AVY) | 0.1 | $2.0M | NEW | 12k | 162.17 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.1 | $2.0M | 45k | 44.19 |
|
|
| Visa Com Cl A (V) | 0.1 | $2.0M | 5.8k | 341.41 |
|
|
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.1 | $1.9M | 59k | 32.89 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $1.9M | -16% | 3.4k | 568.88 |
|
| CSX Corporation (CSX) | 0.1 | $1.9M | 52k | 35.51 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $1.8M | -5% | 25k | 73.48 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $1.8M | 3.6k | 499.21 |
|
|
| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.1 | $1.7M | -6% | 22k | 78.34 |
|
| Cgi Cl A Sub Vtg (GIB) | 0.1 | $1.5M | 17k | 89.13 |
|
|
| Ishares Tr Ibonds Dec 27 (IBMP) | 0.1 | $1.5M | -22% | 60k | 25.48 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.4M | 3.0k | 468.41 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $1.4M | 18k | 79.93 |
|
|
| Workday Cl A (WDAY) | 0.1 | $1.4M | -31% | 5.8k | 240.73 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $1.4M | 3.0k | 463.74 |
|
|
| Ssga Active Tr Spdr Ssga My2027 (MYCG) | 0.1 | $1.4M | 55k | 25.10 |
|
|
| Automatic Data Processing (ADP) | 0.1 | $1.4M | 4.7k | 293.50 |
|
|
| United Parcel Service CL B (UPS) | 0.1 | $1.4M | -37% | 16k | 83.53 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $1.3M | 49k | 27.30 |
|
|
| Us Bancorp Del Com New (USB) | 0.1 | $1.3M | -4% | 28k | 48.33 |
|
| Spdr Series Trust Portfolio Short (SPSB) | 0.1 | $1.3M | 44k | 30.29 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $1.3M | 41k | 31.91 |
|
|
| Stryker Corporation (SYK) | 0.1 | $1.3M | 3.4k | 369.62 |
|
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| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.1 | $1.2M | -6% | 63k | 19.71 |
|
| TJX Companies (TJX) | 0.1 | $1.2M | -2% | 8.5k | 144.54 |
|
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $1.2M | -7% | 49k | 24.79 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.2M | -5% | 8.2k | 142.10 |
|
| Blackrock (BLK) | 0.1 | $1.2M | -4% | 994.00 | 1165.87 |
|
| Ssga Active Tr Spdr Ssga My2026 (MYCF) | 0.1 | $1.2M | 46k | 25.13 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $1.1M | 5.5k | 209.34 |
|
|
| Honeywell International (HON) | 0.1 | $1.1M | +3% | 5.4k | 210.50 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.1M | -4% | 4.5k | 246.60 |
|
| Qualcomm (QCOM) | 0.1 | $1.1M | 6.7k | 166.37 |
|
|
| Walt Disney Company (DIS) | 0.1 | $1.1M | -4% | 9.6k | 114.50 |
|
| Nike CL B (NKE) | 0.1 | $1.0M | -3% | 15k | 69.73 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $938k | 10k | 93.37 |
|
|
| Tesla Motors (TSLA) | 0.1 | $934k | -12% | 2.1k | 444.72 |
|
| Philip Morris International (PM) | 0.1 | $926k | +4% | 5.7k | 162.20 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $921k | -2% | 10k | 89.34 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $916k | -4% | 33k | 27.90 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $901k | 17k | 53.87 |
|
|
| Ishares Tr Ibonds Dec 26 (IBMO) | 0.1 | $892k | -46% | 35k | 25.66 |
|
| Ecolab (ECL) | 0.1 | $882k | -2% | 3.2k | 273.84 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $860k | 3.6k | 241.97 |
|
|
| Progressive Corporation (PGR) | 0.1 | $858k | +5% | 3.5k | 246.97 |
|
| Wells Fargo & Company (WFC) | 0.1 | $834k | +2% | 10k | 83.82 |
|
| Clearwater Paper (CLW) | 0.1 | $834k | 40k | 20.76 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $832k | 4.1k | 203.59 |
|
|
| Morgan Stanley Com New (MS) | 0.1 | $820k | 5.2k | 158.96 |
|
|
| Vaneck Etf Trust Morningstar Smid (SMOT) | 0.1 | $819k | -87% | 23k | 36.08 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $812k | -2% | 13k | 62.47 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $789k | 6.5k | 120.72 |
|
|
| Public Service Enterprise (PEG) | 0.1 | $786k | -2% | 9.4k | 83.46 |
|
| Eaton Corp SHS (ETN) | 0.1 | $774k | 2.1k | 374.25 |
|
|
| Nextera Energy (NEE) | 0.1 | $767k | +10% | 10k | 75.49 |
|
| Altria (MO) | 0.0 | $723k | +10% | 11k | 66.06 |
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| Lowe's Companies (LOW) | 0.0 | $700k | 2.8k | 251.31 |
|
|
| International Business Machines (IBM) | 0.0 | $688k | 2.4k | 282.12 |
|
|
| Diageo Spon Adr New (DEO) | 0.0 | $685k | -9% | 7.2k | 95.43 |
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $681k | -9% | 8.0k | 84.83 |
|
| FedEx Corporation (FDX) | 0.0 | $674k | +8% | 2.9k | 235.81 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $670k | 5.5k | 122.45 |
|
|
| Goldman Sachs (GS) | 0.0 | $654k | -6% | 822.00 | 795.94 |
|
| MetLife (MET) | 0.0 | $654k | -9% | 7.9k | 82.37 |
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.0 | $653k | 33k | 19.56 |
|
|
| At&t (T) | 0.0 | $641k | -4% | 23k | 28.24 |
|
| Ssga Active Tr Spdr Ssga My2028 (MYCH) | 0.0 | $608k | 24k | 25.14 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $599k | -8% | 2.9k | 208.71 |
|
| Becton, Dickinson and (BDX) | 0.0 | $585k | -6% | 3.1k | 187.18 |
|
| Allstate Corporation (ALL) | 0.0 | $570k | -3% | 2.7k | 214.68 |
|
| Netflix (NFLX) | 0.0 | $561k | -15% | 468.00 | 1198.92 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $549k | -12% | 17k | 31.62 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.0 | $548k | -76% | 11k | 51.04 |
|
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $545k | -3% | 2.6k | 213.73 |
|
| Amgen (AMGN) | 0.0 | $536k | 1.9k | 282.20 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $527k | 865.00 | 609.32 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $515k | -4% | 11k | 45.10 |
|
| Ameriprise Financial (AMP) | 0.0 | $504k | 1.0k | 491.25 |
|
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $504k | 1.8k | 273.65 |
|
|
| Microchip Technology (MCHP) | 0.0 | $500k | 7.8k | 64.22 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $499k | 7.0k | 71.53 |
|
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| Capital One Financial (COF) | 0.0 | $477k | -4% | 2.2k | 212.58 |
|
| Illinois Tool Works (ITW) | 0.0 | $477k | 1.8k | 260.80 |
|
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| Phillips 66 (PSX) | 0.0 | $474k | 3.5k | 136.02 |
|
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $474k | +19% | 5.7k | 82.96 |
|
| Cal Maine Foods Com New (CALM) | 0.0 | $471k | 5.0k | 94.10 |
|
|
| Ishares Tr Ibonds Dec 25 (IBMN) | 0.0 | $469k | -81% | 18k | 26.79 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $468k | 6.4k | 72.77 |
|
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| Unilever Spon Adr New (UL) | 0.0 | $468k | 7.9k | 59.28 |
|
|
| 3M Company (MMM) | 0.0 | $462k | -4% | 3.0k | 155.18 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $462k | 7.1k | 65.01 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $447k | 3.2k | 139.67 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $445k | +2% | 1.9k | 236.37 |
|
| Yum! Brands (YUM) | 0.0 | $444k | -2% | 2.9k | 152.00 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $442k | -63% | 8.7k | 50.73 |
|
| Spdr Series Trust S&p Divid Etf (SDY) | 0.0 | $441k | 3.1k | 140.05 |
|
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $426k | -91% | 8.7k | 49.04 |
|
| Williams Companies (WMB) | 0.0 | $415k | +36% | 6.6k | 63.35 |
|
| Ishares Tr U.s. Pharma Etf (IHE) | 0.0 | $404k | 5.6k | 72.56 |
|
|
| Ge Aerospace Com New (GE) | 0.0 | $394k | +6% | 1.3k | 300.82 |
|
| Applied Materials (AMAT) | 0.0 | $394k | -9% | 1.9k | 204.78 |
|
| SYSCO Corporation (SYY) | 0.0 | $392k | -11% | 4.8k | 82.34 |
|
| Travelers Companies (TRV) | 0.0 | $390k | 1.4k | 279.22 |
|
|
| L3harris Technologies (LHX) | 0.0 | $388k | 1.3k | 305.41 |
|
|
| Moody's Corporation (MCO) | 0.0 | $386k | 810.00 | 476.48 |
|
|
| Copart (CPRT) | 0.0 | $383k | -17% | 8.5k | 44.97 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $373k | 1.8k | 206.51 |
|
|
| Anterix Inc. Atex (ATEX) | 0.0 | $373k | -40% | 17k | 21.47 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $369k | 2.1k | 178.14 |
|
|
| Synovus Finl Corp Com New (SNV) | 0.0 | $369k | 7.5k | 49.08 |
|
|
| Spdr Series Trust Portfolio S&p600 (SPSM) | 0.0 | $355k | 7.7k | 46.32 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $345k | 5.8k | 59.70 |
|
|
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.0 | $345k | 12k | 29.62 |
|
|
| Global Payments (GPN) | 0.0 | $343k | -52% | 4.1k | 83.08 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $337k | -3% | 2.8k | 118.83 |
|
| Uber Technologies (UBER) | 0.0 | $331k | +29% | 3.4k | 97.97 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $329k | 5.8k | 57.10 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $325k | 3.1k | 106.61 |
|
|
| Southwest Airlines (LUV) | 0.0 | $324k | -21% | 10k | 31.91 |
|
| Enbridge (ENB) | 0.0 | $324k | NEW | 6.4k | 50.46 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $316k | +6% | 5.3k | 60.03 |
|
| Magnite Ord (MGNI) | 0.0 | $310k | 14k | 21.78 |
|
|
| Community Healthcare Tr (CHCT) | 0.0 | $308k | 20k | 15.30 |
|
|
| W.W. Grainger (GWW) | 0.0 | $303k | -8% | 318.00 | 953.59 |
|
| Renasant (RNST) | 0.0 | $299k | 8.1k | 36.89 |
|
|
| Corning Incorporated (GLW) | 0.0 | $298k | NEW | 3.6k | 82.02 |
|
| Ishares Tr Ibonds Dec 2030 (IBMS) | 0.0 | $291k | NEW | 11k | 26.08 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $290k | -4% | 1.6k | 183.73 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $286k | 3.7k | 76.45 |
|
|
| Ford Motor Company (F) | 0.0 | $285k | +3% | 24k | 11.96 |
|
| Fifth Third Ban (FITB) | 0.0 | $283k | 6.4k | 44.55 |
|
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $283k | 6.7k | 42.13 |
|
|
| EOG Resources (EOG) | 0.0 | $280k | 2.5k | 112.12 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $276k | 3.5k | 79.94 |
|
|
| Empire St Rlty Op Unit Ltd Prtnsp (ESBA) | 0.0 | $269k | 36k | 7.44 |
|
|
| Regions Financial Corporation (RF) | 0.0 | $265k | +14% | 10k | 26.37 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $264k | +12% | 4.6k | 57.51 |
|
| Addus Homecare Corp (ADUS) | 0.0 | $260k | 2.2k | 117.99 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $255k | +3% | 2.1k | 124.35 |
|
| Advanced Micro Devices (AMD) | 0.0 | $249k | -4% | 1.5k | 161.79 |
|
| HealthStream (HSTM) | 0.0 | $244k | 8.7k | 28.24 |
|
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $244k | 9.3k | 26.30 |
|
|
| Hershey Company (HSY) | 0.0 | $242k | -9% | 1.3k | 187.05 |
|
| First Horizon National Corporation (FHN) | 0.0 | $241k | 11k | 22.61 |
|
|
| Kinder Morgan (KMI) | 0.0 | $232k | 8.2k | 28.31 |
|
|
| M&T Bank Corporation (MTB) | 0.0 | $229k | -5% | 1.2k | 197.62 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $229k | 2.1k | 109.95 |
|
|
| W.R. Berkley Corporation (WRB) | 0.0 | $228k | 3.0k | 76.62 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $224k | 3.0k | 74.38 |
|
|
| Ssga Active Tr Spdr Blackstone (HYBL) | 0.0 | $223k | -30% | 7.8k | 28.65 |
|
| Trane Technologies SHS (TT) | 0.0 | $221k | 523.00 | 421.96 |
|
|
| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.0 | $218k | NEW | 5.7k | 37.94 |
|
| Vanguard World Utilities Etf (VPU) | 0.0 | $217k | -48% | 1.1k | 189.41 |
|
| Sprott Asset Management Physical Gold An (CEF) | 0.0 | $216k | NEW | 5.9k | 36.69 |
|
| Atmos Energy Corporation (ATO) | 0.0 | $213k | NEW | 1.2k | 170.75 |
|
| Air Products & Chemicals (APD) | 0.0 | $205k | 751.00 | 272.72 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $203k | 2.0k | 100.25 |
|
|
| Spdr Series Trust Prtflo S&p500 Hi (SPYD) | 0.0 | $201k | NEW | 4.6k | 44.00 |
|
| Aspen Aerogels (ASPN) | 0.0 | $102k | -42% | 15k | 6.96 |
|
| Kosmos Energy (KOS) | 0.0 | $67k | 40k | 1.66 |
|
Past Filings by Woodmont Investment Counsel
SEC 13F filings are viewable for Woodmont Investment Counsel going back to 2011
- Woodmont Investment Counsel 2025 Q3 filed Nov. 4, 2025
- Woodmont Investment Counsel 2025 Q2 filed July 22, 2025
- Woodmont Investment Counsel 2025 Q1 filed April 22, 2025
- Woodmont Investment Counsel 2024 Q4 filed Feb. 11, 2025
- Woodmont Investment Counsel 2024 Q3 filed Oct. 31, 2024
- Woodmont Investment Counsel 2024 Q2 filed July 18, 2024
- Woodmont Investment Counsel 2024 Q1 filed April 18, 2024
- 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