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 31.72% of Woodmont Investment Counsel's stock portfolio.
- Added to shares of these 10 stocks: IEI (+$12M), NVO (+$7.0M), SPTS (+$5.4M), LLY, IBDU, PANW, VTV, XOM, SPSB, IBDT.
- Started 15 new stock positions in MS, HSTM, FNDX, XOP, MYCG, IHE, MYCF, MYCH, DFS, BLK. FTSM, ALL, DIA, SPSB, TSLA.
- Reduced shares in these 10 stocks: SPTI (-$7.0M), , IGSB, VGSH, SGOV, MRNA, UNH, AVGO, , VEU.
- Sold out of its positions in AMD, BlackRock, HRB, BAR, Bsco etf, Ishares Tr ibonds dec, MRNA, NHI, SPYD, TGT. BSV, LIN.
- Woodmont Investment Counsel was a net buyer of stock by $43M.
- Woodmont Investment Counsel has $1.4B in assets under management (AUM), dropping by 1.78%.
- 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 December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Growth Etf (VUG) | 12.4 | $168M | 408k | 410.44 |
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| Vanguard Index Fds Value Etf (VTV) | 8.6 | $117M | +2% | 690k | 169.30 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 4.6 | $62M | +2% | 1.3M | 47.82 |
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| Apple (AAPL) | 3.3 | $45M | 178k | 250.42 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 2.8 | $38M | +5% | 1.5M | 24.90 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 2.6 | $35M | +11% | 1.5M | 22.80 |
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| Microsoft Corporation (MSFT) | 2.5 | $34M | 81k | 421.50 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 2.4 | $33M | +5% | 1.4M | 23.96 |
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| Broadcom (AVGO) | 2.3 | $31M | -3% | 132k | 231.84 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.9 | $26M | 88k | 289.81 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 1.8 | $25M | +5% | 1.0M | 24.07 |
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| Vanguard Index Fds Small Cp Etf (VB) | 1.8 | $24M | 101k | 240.28 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 1.7 | $23M | 89k | 264.13 |
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| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 1.5 | $21M | +35% | 710k | 29.01 |
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| JPMorgan Chase & Co. (JPM) | 1.5 | $20M | 84k | 239.71 |
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| Duke Energy Corp Com New (DUK) | 1.3 | $18M | 167k | 107.74 |
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| Hca Holdings (HCA) | 1.3 | $18M | +3% | 59k | 300.15 |
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| Chevron Corporation (CVX) | 1.2 | $17M | +2% | 116k | 144.84 |
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| Merck & Co (MRK) | 1.2 | $16M | -2% | 161k | 99.48 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $14M | 32k | 453.28 |
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| Procter & Gamble Company (PG) | 1.1 | $14M | 85k | 167.65 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $14M | 72k | 190.44 |
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| Spdr Ser Tr Portfli Intrmdit (SPTI) | 1.0 | $14M | -34% | 485k | 27.88 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 1.0 | $13M | 338k | 38.37 |
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| Johnson & Johnson (JNJ) | 1.0 | $13M | +4% | 90k | 144.62 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.9 | $13M | +1946% | 109k | 115.55 |
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| Stonex Group (SNEX) | 0.9 | $13M | -3% | 128k | 97.97 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.9 | $12M | -6% | 205k | 57.41 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.9 | $12M | -12% | 115k | 100.32 |
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| Lockheed Martin Corporation (LMT) | 0.8 | $11M | 22k | 485.94 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.7 | $9.7M | 45k | 215.49 |
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| Novo-nordisk A S Adr (NVO) | 0.7 | $9.5M | +276% | 111k | 86.02 |
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| United Parcel Service CL B (UPS) | 0.7 | $9.4M | 75k | 126.10 |
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| Chubb (CB) | 0.7 | $9.2M | 33k | 276.30 |
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| UnitedHealth (UNH) | 0.7 | $9.2M | -13% | 18k | 505.85 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.7 | $9.1M | -2% | 72k | 127.59 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.6 | $8.7M | 44k | 195.83 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.6 | $8.4M | -21% | 162k | 51.70 |
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| Eli Lilly & Co. (LLY) | 0.6 | $8.3M | +121% | 11k | 772.02 |
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| Verizon Communications (VZ) | 0.6 | $8.0M | 201k | 39.99 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.6 | $7.6M | -18% | 131k | 58.18 |
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| Exxon Mobil Corporation (XOM) | 0.6 | $7.6M | +43% | 71k | 107.57 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $7.3M | 38k | 189.30 |
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| Emerson Electric (EMR) | 0.5 | $7.2M | 58k | 123.93 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.5 | $7.0M | 51k | 137.57 |
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| Pinnacle Financial Partners (PNFP) | 0.5 | $7.0M | +14% | 61k | 114.39 |
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| Dell Technologies CL C (DELL) | 0.5 | $7.0M | +24% | 61k | 115.24 |
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| Pfizer (PFE) | 0.5 | $6.7M | +11% | 253k | 26.53 |
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| Coca-Cola Company (KO) | 0.5 | $6.7M | 107k | 62.26 |
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| Lyondellbasell Industries N Shs - A - (LYB) | 0.5 | $6.6M | +31% | 88k | 74.27 |
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| Home Depot (HD) | 0.5 | $6.5M | +2% | 17k | 388.99 |
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| Wal-Mart Stores (WMT) | 0.5 | $6.4M | 71k | 90.35 |
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| salesforce (CRM) | 0.5 | $6.1M | 18k | 334.33 |
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| Costco Wholesale Corporation (COST) | 0.4 | $6.0M | 6.6k | 916.27 |
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| Paychex (PAYX) | 0.4 | $5.9M | -4% | 42k | 140.22 |
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| Pepsi (PEP) | 0.4 | $5.9M | -4% | 39k | 152.06 |
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| Vaneck Etf Trust Morningstar Smid (SMOT) | 0.4 | $5.7M | +2% | 164k | 34.47 |
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| Palo Alto Networks (PANW) | 0.4 | $5.5M | +101% | 30k | 181.96 |
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| Chart Industries (GTLS) | 0.4 | $5.0M | -5% | 26k | 190.84 |
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| Bank of America Corporation (BAC) | 0.4 | $4.9M | 111k | 43.95 |
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| Old Republic International Corporation (ORI) | 0.3 | $4.5M | 126k | 36.19 |
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| Enterprise Products Partners (EPD) | 0.3 | $4.3M | -8% | 137k | 31.36 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $4.2M | -5% | 96k | 44.04 |
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| Abbvie (ABBV) | 0.3 | $4.2M | -6% | 24k | 177.70 |
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| Amazon (AMZN) | 0.3 | $4.1M | +8% | 19k | 219.39 |
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| McDonald's Corporation (MCD) | 0.3 | $3.9M | -4% | 13k | 289.89 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $3.7M | 21k | 178.08 |
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| ACI Worldwide (ACIW) | 0.3 | $3.7M | -15% | 72k | 51.91 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $3.6M | 7.0k | 511.23 |
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| Novartis Sponsored Adr (NVS) | 0.3 | $3.5M | -3% | 37k | 97.31 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $3.4M | -2% | 5.9k | 586.08 |
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| Ishares Core Msci Emkt (IEMG) | 0.2 | $3.1M | -3% | 60k | 52.22 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $3.1M | +92% | 167k | 18.50 |
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| Meta Platforms Cl A (META) | 0.2 | $3.1M | +2% | 5.2k | 585.55 |
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| Waste Management (WM) | 0.2 | $3.0M | -3% | 15k | 201.79 |
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| Southern Company (SO) | 0.2 | $2.9M | 36k | 82.32 |
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| Danaher Corporation (DHR) | 0.2 | $2.9M | 13k | 229.55 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.2 | $2.9M | 42k | 68.94 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $2.8M | +20% | 5.2k | 538.86 |
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| Harrow Health (HROW) | 0.2 | $2.7M | 81k | 33.55 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $2.7M | +199% | 104k | 26.07 |
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| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.2 | $2.7M | +23% | 76k | 34.97 |
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| Ishares Tr Ibonds Dec 25 (IBMN) | 0.2 | $2.6M | 98k | 26.61 |
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| General Mills (GIS) | 0.2 | $2.5M | 40k | 63.77 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.2 | $2.5M | 42k | 60.50 |
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| American Express Company (AXP) | 0.2 | $2.5M | -7% | 8.3k | 296.79 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $2.4M | -7% | 32k | 75.63 |
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| NVIDIA Corporation (NVDA) | 0.2 | $2.3M | -2% | 17k | 134.29 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $2.3M | 3.9k | 588.62 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $2.3M | 4.3k | 526.57 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.2 | $2.2M | -2% | 32k | 70.71 |
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| AFLAC Incorporated (AFL) | 0.2 | $2.2M | 22k | 103.44 |
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| Workday Cl A (WDAY) | 0.2 | $2.1M | 8.3k | 258.03 |
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| Cisco Systems (CSCO) | 0.2 | $2.1M | -6% | 35k | 59.20 |
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| Nike CL B (NKE) | 0.2 | $2.0M | -3% | 27k | 75.67 |
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| General Dynamics Corporation (GD) | 0.1 | $2.0M | 7.7k | 263.49 |
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| Spdr Ser Tr Portfolio Short (SPSB) | 0.1 | $2.0M | NEW | 67k | 29.86 |
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| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.1 | $2.0M | -2% | 63k | 31.79 |
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| Ishares Tr Ibonds Dec 28 (IBMQ) | 0.1 | $2.0M | +5% | 78k | 25.18 |
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| Caterpillar (CAT) | 0.1 | $1.9M | +105% | 5.2k | 362.76 |
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| Abbott Laboratories (ABT) | 0.1 | $1.9M | -4% | 17k | 113.11 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $1.9M | -4% | 27k | 70.00 |
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| Oracle Corporation (ORCL) | 0.1 | $1.9M | 11k | 166.64 |
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| Visa Com Cl A (V) | 0.1 | $1.8M | -4% | 5.7k | 316.06 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $1.8M | 24k | 75.69 |
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| Ishares Tr Ibonds Dec 27 (IBMP) | 0.1 | $1.8M | +6% | 71k | 25.14 |
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| Nucor Corporation (NUE) | 0.1 | $1.8M | 15k | 116.71 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $1.7M | -17% | 62k | 28.15 |
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| CSX Corporation (CSX) | 0.1 | $1.7M | 53k | 32.27 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.1 | $1.7M | 45k | 37.12 |
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| Ishares Tr Ibonds Dec 26 (IBMO) | 0.1 | $1.7M | +11% | 66k | 25.46 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.7M | 4.7k | 351.79 |
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| Ishares Tr Ibonds Dec 2029 (IBMR) | 0.1 | $1.6M | +220% | 65k | 24.98 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $1.6M | -2% | 14k | 115.72 |
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| Us Bancorp Del Com New (USB) | 0.1 | $1.5M | +91% | 31k | 47.83 |
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| Cintas Corporation (CTAS) | 0.1 | $1.4M | 7.8k | 182.70 |
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| Ssga Active Tr Spdr Ssga My2027 (MYCG) | 0.1 | $1.4M | NEW | 55k | 24.70 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $1.3M | -9% | 17k | 78.01 |
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| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.1 | $1.3M | 68k | 19.48 |
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| Automatic Data Processing (ADP) | 0.1 | $1.3M | 4.3k | 292.73 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $1.2M | 5.1k | 242.17 |
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| Stryker Corporation (SYK) | 0.1 | $1.2M | 3.5k | 360.05 |
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| Diageo Spon Adr New (DEO) | 0.1 | $1.2M | -19% | 9.7k | 127.13 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.1 | $1.2M | +40% | 34k | 35.26 |
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| Global Payments (GPN) | 0.1 | $1.2M | 11k | 112.06 |
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| Honeywell International (HON) | 0.1 | $1.2M | 5.3k | 225.89 |
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| Walt Disney Company (DIS) | 0.1 | $1.2M | -13% | 11k | 111.35 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.2M | -11% | 2.9k | 401.58 |
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| Tesla Motors (TSLA) | 0.1 | $1.2M | NEW | 2.9k | 403.84 |
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| Ssga Active Tr Spdr Ssga My2026 (MYCF) | 0.1 | $1.1M | NEW | 46k | 24.91 |
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| Clearwater Paper (CLW) | 0.1 | $1.1M | +6% | 38k | 29.77 |
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| Blackrock (BLK) | 0.1 | $1.1M | NEW | 1.0k | 1025.11 |
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| Anterix Inc. Atex (ATEX) | 0.1 | $1.1M | 35k | 30.67 |
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| TJX Companies (TJX) | 0.1 | $1.1M | -2% | 8.8k | 120.81 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $1.0M | +293% | 38k | 27.87 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $1.0M | +2% | 21k | 50.71 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $1.0M | 5.5k | 189.98 |
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| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.1 | $1.0M | +102% | 12k | 87.82 |
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| Qualcomm (QCOM) | 0.1 | $997k | -2% | 6.5k | 153.62 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $974k | 13k | 75.61 |
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| Kosmos Energy (KOS) | 0.1 | $935k | -44% | 273k | 3.42 |
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| Public Service Enterprise (PEG) | 0.1 | $914k | 11k | 84.49 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $887k | +98% | 34k | 25.86 |
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| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.1 | $874k | +4% | 24k | 37.17 |
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| Ecolab (ECL) | 0.1 | $854k | 3.6k | 234.32 |
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| Becton, Dickinson and (BDX) | 0.1 | $850k | -16% | 3.7k | 226.85 |
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| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.1 | $832k | +14% | 29k | 29.22 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $830k | -2% | 14k | 59.73 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $823k | 3.7k | 220.94 |
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| Progressive Corporation (PGR) | 0.1 | $807k | 3.4k | 239.61 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $786k | 9.2k | 85.66 |
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| Copart (CPRT) | 0.1 | $784k | -17% | 14k | 57.39 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $777k | 16k | 48.33 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $770k | -2% | 4.2k | 185.13 |
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| MetLife (MET) | 0.1 | $752k | 9.2k | 81.88 |
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| Hershey Company (HSY) | 0.1 | $741k | -9% | 4.4k | 169.35 |
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| Bristol Myers Squibb (BMY) | 0.1 | $736k | +3% | 13k | 56.56 |
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| Nextera Energy (NEE) | 0.1 | $725k | 10k | 71.69 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.1 | $717k | +4% | 37k | 19.43 |
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| FedEx Corporation (FDX) | 0.1 | $695k | 2.5k | 281.33 |
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| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.1 | $693k | +40% | 28k | 24.67 |
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| Lowe's Companies (LOW) | 0.1 | $688k | +3% | 2.8k | 246.80 |
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| Wells Fargo & Company (WFC) | 0.1 | $681k | -7% | 9.7k | 70.24 |
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| Eaton Corp SHS (ETN) | 0.0 | $674k | 2.0k | 331.87 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $663k | -5% | 3.3k | 198.18 |
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| International Business Machines (IBM) | 0.0 | $648k | +12% | 2.9k | 219.86 |
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| At&t (T) | 0.0 | $639k | 28k | 22.77 |
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| Morgan Stanley Com New (MS) | 0.0 | $639k | NEW | 5.1k | 125.72 |
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| Philip Morris International (PM) | 0.0 | $634k | -3% | 5.3k | 120.35 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $595k | -27% | 12k | 50.37 |
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| Ssga Active Tr Spdr Ssga My2028 (MYCH) | 0.0 | $593k | NEW | 24k | 24.52 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.0 | $578k | +31% | 33k | 17.70 |
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| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.0 | $578k | -15% | 23k | 25.05 |
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| Vanguard World Consum Stp Etf (VDC) | 0.0 | $578k | -3% | 2.7k | 211.38 |
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| Amgen (AMGN) | 0.0 | $561k | -3% | 2.2k | 260.64 |
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| Illinois Tool Works (ITW) | 0.0 | $550k | -8% | 2.2k | 253.56 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $548k | 5.4k | 101.53 |
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| Goldman Sachs (GS) | 0.0 | $547k | -28% | 955.00 | 572.72 |
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| Ameriprise Financial (AMP) | 0.0 | $546k | 1.0k | 532.43 |
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| Allstate Corporation (ALL) | 0.0 | $537k | NEW | 2.8k | 192.79 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $535k | 17k | 31.44 |
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| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.0 | $529k | NEW | 8.8k | 59.77 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $527k | 4.0k | 131.29 |
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| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.0 | $518k | +37% | 8.8k | 59.14 |
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| Cal Maine Foods Com New (CALM) | 0.0 | $515k | 5.0k | 102.92 |
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| First Tr Mid Cap Core Alphad Com Shs (FNX) | 0.0 | $497k | +39% | 4.3k | 115.72 |
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| Netflix (NFLX) | 0.0 | $493k | -23% | 553.00 | 891.32 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $492k | 6.0k | 81.98 |
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| First Tr Exchange-traded First Trust S&p (KNGZ) | 0.0 | $492k | +41% | 15k | 32.22 |
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| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.0 | $484k | +37% | 14k | 35.85 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $482k | 3.7k | 129.34 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $457k | 803.00 | 569.24 |
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| Microchip Technology (MCHP) | 0.0 | $453k | -7% | 7.9k | 57.35 |
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| Unilever Spon Adr New (UL) | 0.0 | $449k | 7.9k | 56.70 |
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| Southwest Airlines (LUV) | 0.0 | $442k | -2% | 13k | 33.62 |
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| Shell Spon Ads (SHEL) | 0.0 | $428k | -10% | 6.8k | 62.65 |
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| M&T Bank Corporation (MTB) | 0.0 | $426k | 2.3k | 187.97 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $420k | 1.8k | 235.27 |
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| SYSCO Corporation (SYY) | 0.0 | $413k | -6% | 5.4k | 76.46 |
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| Carrier Global Corporation (CARR) | 0.0 | $410k | 6.0k | 68.26 |
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| Yum! Brands (YUM) | 0.0 | $408k | -8% | 3.0k | 134.16 |
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| 3M Company (MMM) | 0.0 | $398k | 3.1k | 129.09 |
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|
| Phillips 66 (PSX) | 0.0 | $395k | 3.5k | 113.93 |
|
|
| Synovus Finl Corp Com New (SNV) | 0.0 | $384k | 7.5k | 51.23 |
|
|
| Moody's Corporation (MCO) | 0.0 | $379k | 800.00 | 473.37 |
|
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $370k | 7.1k | 52.16 |
|
|
| Empire St Rlty Op Unit Ltd Prtnsp (ESBA) | 0.0 | $368k | 36k | 10.18 |
|
|
| Ishares Tr U.s. Pharma Etf (IHE) | 0.0 | $366k | NEW | 5.6k | 65.72 |
|
| Diamondback Energy (FANG) | 0.0 | $363k | 2.2k | 163.83 |
|
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.0 | $360k | 6.6k | 54.69 |
|
|
| W.W. Grainger (GWW) | 0.0 | $360k | 341.00 | 1054.19 |
|
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.0 | $358k | +16% | 7.1k | 50.15 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $353k | 7.9k | 44.92 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $347k | 3.8k | 90.91 |
|
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $344k | 2.6k | 132.13 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $341k | 1.8k | 190.88 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $340k | 3.0k | 115.22 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $340k | +403% | 12k | 27.32 |
|
| Altria (MO) | 0.0 | $340k | 6.5k | 52.29 |
|
|
| Louisiana-Pacific Corporation (LPX) | 0.0 | $337k | +3% | 3.3k | 103.56 |
|
| Travelers Companies (TRV) | 0.0 | $336k | -8% | 1.4k | 240.92 |
|
| Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.0 | $319k | NEW | 2.4k | 132.37 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $319k | 6.4k | 49.51 |
|
|
| Ssga Active Tr Spdr Blackstone (HYBL) | 0.0 | $317k | 11k | 28.36 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $310k | 3.0k | 101.85 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $309k | +2% | 1.4k | 228.04 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $308k | -5% | 7.6k | 40.67 |
|
| EOG Resources (EOG) | 0.0 | $308k | 2.5k | 122.58 |
|
|
| Aspen Aerogels (ASPN) | 0.0 | $301k | 25k | 11.88 |
|
|
| Tcw Etf Trust Transfrm 500 Etf (VOTE) | 0.0 | $299k | +3% | 4.3k | 68.78 |
|
| Renasant (RNST) | 0.0 | $289k | 8.1k | 35.75 |
|
|
| Discover Financial Services (DFS) | 0.0 | $287k | NEW | 1.7k | 173.23 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $281k | +5% | 599.00 | 469.29 |
|
| Fifth Third Ban (FITB) | 0.0 | $280k | 6.6k | 42.28 |
|
|
| Welltower Inc Com reit (WELL) | 0.0 | $279k | +3% | 2.2k | 126.03 |
|
| Air Products & Chemicals (APD) | 0.0 | $276k | 951.00 | 290.04 |
|
|
| HealthStream (HSTM) | 0.0 | $275k | NEW | 8.7k | 31.80 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $270k | -17% | 2.1k | 131.04 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $267k | +10% | 3.7k | 71.92 |
|
| L3harris Technologies (LHX) | 0.0 | $266k | -3% | 1.3k | 210.28 |
|
| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.0 | $264k | -3% | 8.7k | 30.48 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $264k | +8% | 1.4k | 187.51 |
|
| Proshares Tr S&p 500 High Inc (ISPY) | 0.0 | $248k | +5% | 5.6k | 44.29 |
|
| Zoetis Cl A (ZTS) | 0.0 | $246k | 1.5k | 162.88 |
|
|
| Magnite Ord (MGNI) | 0.0 | $244k | -28% | 15k | 15.92 |
|
| Applied Materials (AMAT) | 0.0 | $238k | 1.5k | 162.64 |
|
|
| Ford Motor Company (F) | 0.0 | $237k | +5% | 24k | 9.90 |
|
| Clorox Company (CLX) | 0.0 | $222k | 1.4k | 162.41 |
|
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $219k | NEW | 9.3k | 23.68 |
|
| Cigna Corp (CI) | 0.0 | $219k | 793.00 | 276.16 |
|
|
| Brown Forman Corp CL B (BF.B) | 0.0 | $218k | 5.7k | 37.98 |
|
|
| Regions Financial Corporation (RF) | 0.0 | $217k | 9.2k | 23.52 |
|
|
| First Horizon National Corporation (FHN) | 0.0 | $214k | 11k | 20.14 |
|
|
| Fortive (FTV) | 0.0 | $209k | -9% | 2.8k | 75.00 |
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.0 | $207k | 10k | 20.65 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $202k | NEW | 474.00 | 425.50 |
|
| Carlisle Companies (CSL) | 0.0 | $201k | 546.00 | 368.91 |
|
|
| Community Healthcare Tr (CHCT) | 0.0 | $194k | 10k | 19.21 |
|
|
| Mfs Inter Income Tr Sh Ben Int (MIN) | 0.0 | $27k | 10k | 2.66 |
|
Past Filings by Woodmont Investment Counsel
SEC 13F filings are viewable for Woodmont Investment Counsel going back to 2011
- 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
- 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