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 32.73% of Woodmont Investment Counsel's stock portfolio.
- Added to shares of these 10 stocks: TOTL (+$15M), VTV (+$7.7M), VUG (+$6.5M), IBDW, VEA, IBDV, GD, CALM, VOO, PNFP.
- Started 11 new stock positions in IQV, VGT, PRF, TOTL, Unilever, ISPY, BBH TR, MGK, IBIT, XLK. TSM.
- Reduced shares in these 10 stocks: SPTI (-$5.5M), AVGO, IBMO, SGOV, AAPL, IEI, IBMN, UL, IBMQ, IBDS.
- Sold out of its positions in APD, HSTM, IBMO, IBMN, KMB, SPYD, UBER, UL, JCI.
- Woodmont Investment Counsel was a net buyer of stock by $51M.
- Woodmont Investment Counsel has $1.6B in assets under management (AUM), dropping by 5.59%.
- Central Index Key (CIK): 0001133653
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Portfolio Holdings for Woodmont Investment Counsel
Woodmont Investment Counsel holds 261 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Growth Etf (VUG) | 12.4 | $198M | +3% | 406k | 487.86 |
|
| Vanguard Index Fds Value Etf (VTV) | 9.0 | $143M | +5% | 749k | 190.99 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 5.9 | $93M | +4% | 1.5M | 62.47 |
|
| Apple (AAPL) | 2.9 | $46M | 170k | 271.86 |
|
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 2.6 | $41M | 1.6M | 25.45 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 2.6 | $41M | 1.7M | 23.41 |
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| Broadcom (AVGO) | 2.4 | $38M | -4% | 109k | 346.10 |
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| Microsoft Corporation (MSFT) | 2.3 | $37M | 76k | 483.62 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 2.1 | $33M | 1.4M | 24.28 |
|
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| Vanguard Index Fds Total Stk Mkt (VTI) | 2.0 | $31M | 93k | 335.27 |
|
|
| Spdr Series Trust State Street Spd (SPTS) | 1.8 | $29M | +4% | 985k | 29.28 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.7 | $27M | +4% | 95k | 290.22 |
|
| JPMorgan Chase & Co. (JPM) | 1.6 | $26M | 81k | 322.22 |
|
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| Vanguard Index Fds Small Cp Etf (VB) | 1.6 | $25M | +2% | 97k | 257.95 |
|
| Hca Holdings (HCA) | 1.6 | $25M | 53k | 466.86 |
|
|
| Eli Lilly & Co. (LLY) | 1.4 | $22M | 21k | 1074.69 |
|
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| Stonex Group (SNEX) | 1.4 | $22M | +2% | 234k | 95.13 |
|
| Ishares Tr Ibonds Dec 2030 (IBDV) | 1.3 | $21M | +19% | 954k | 22.07 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 1.3 | $20M | +4% | 429k | 46.81 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $19M | 62k | 313.80 |
|
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| Johnson & Johnson (JNJ) | 1.2 | $19M | 90k | 206.95 |
|
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| Duke Energy Corp Com New (DUK) | 1.1 | $18M | 155k | 117.21 |
|
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| Merck & Co (MRK) | 1.1 | $18M | 171k | 105.26 |
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| Ishares Tr Ibonds Dec 2031 (IBDW) | 1.1 | $17M | +34% | 814k | 21.15 |
|
| Chevron Corporation (CVX) | 1.1 | $17M | 113k | 152.41 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.1 | $17M | +2% | 233k | 73.56 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $17M | 34k | 502.65 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $16M | +3% | 50k | 313.00 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 1.0 | $15M | -4% | 154k | 100.38 |
|
| Spdr Series Trust State Street Spd (SPTI) | 1.0 | $15M | -26% | 529k | 28.84 |
|
| Ssga Active Etf Tr State Street Dou (TOTL) | 1.0 | $15M | NEW | 378k | 40.25 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.8 | $13M | -4% | 110k | 119.35 |
|
| Procter & Gamble Company (PG) | 0.8 | $12M | +2% | 85k | 143.31 |
|
| Chubb (CB) | 0.7 | $11M | +2% | 35k | 312.12 |
|
| Pinnacle Financial Partners (PNFP) | 0.7 | $11M | +18% | 112k | 95.41 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.6 | $9.7M | 67k | 143.52 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.6 | $9.6M | 44k | 219.78 |
|
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| Dell Technologies CL C (DELL) | 0.6 | $9.4M | +4% | 74k | 125.88 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.6 | $9.1M | 25k | 360.13 |
|
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.6 | $9.1M | +5% | 144k | 63.18 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.5 | $8.4M | 54k | 154.80 |
|
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| Verizon Communications (VZ) | 0.5 | $8.3M | +4% | 204k | 40.73 |
|
| Coca-Cola Company (KO) | 0.5 | $8.3M | +3% | 118k | 69.91 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.5 | $8.1M | 153k | 52.88 |
|
|
| National Health Investors (NHI) | 0.5 | $7.9M | +7% | 104k | 76.37 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $7.9M | 66k | 120.34 |
|
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.5 | $7.9M | -2% | 135k | 58.73 |
|
| Diamondback Energy (FANG) | 0.5 | $7.8M | +9% | 52k | 150.33 |
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.5 | $7.4M | +7% | 141k | 52.39 |
|
| Emerson Electric (EMR) | 0.5 | $7.2M | 54k | 132.72 |
|
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| Bank of America Corporation (BAC) | 0.4 | $7.0M | +2% | 128k | 55.00 |
|
| Pfizer (PFE) | 0.4 | $6.6M | +4% | 267k | 24.90 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.4 | $6.3M | 21k | 301.15 |
|
|
| Wal-Mart Stores (WMT) | 0.4 | $6.1M | 55k | 111.41 |
|
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| Home Depot (HD) | 0.4 | $6.0M | +2% | 17k | 344.09 |
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| Costco Wholesale Corporation (COST) | 0.4 | $5.7M | 6.6k | 862.34 |
|
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $5.7M | +43% | 9.0k | 627.11 |
|
| General Dynamics Corporation (GD) | 0.4 | $5.6M | +152% | 17k | 336.66 |
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| Abbvie (ABBV) | 0.3 | $5.3M | 23k | 228.49 |
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| Old Republic International Corporation (ORI) | 0.3 | $5.2M | 113k | 45.64 |
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| Harrow Health (HROW) | 0.3 | $5.2M | 105k | 49.00 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $4.9M | -2% | 7.2k | 684.93 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $4.8M | 7.0k | 681.92 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $4.7M | 88k | 53.76 |
|
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| Amazon (AMZN) | 0.3 | $4.4M | 19k | 230.82 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $4.3M | -2% | 7.0k | 614.31 |
|
| Palo Alto Networks (PANW) | 0.3 | $4.1M | 22k | 184.20 |
|
|
| Enterprise Products Partners (EPD) | 0.3 | $4.0M | 125k | 32.06 |
|
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $4.0M | 20k | 198.62 |
|
|
| Meta Platforms Cl A (META) | 0.2 | $4.0M | +8% | 6.0k | 660.11 |
|
| Pepsi (PEP) | 0.2 | $3.9M | -2% | 27k | 143.52 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $3.9M | 163k | 24.04 |
|
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| salesforce (CRM) | 0.2 | $3.8M | 15k | 264.91 |
|
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| Novartis Sponsored Adr (NVS) | 0.2 | $3.8M | 28k | 137.87 |
|
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| NVIDIA Corporation (NVDA) | 0.2 | $3.7M | 20k | 186.50 |
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| Paychex (PAYX) | 0.2 | $3.7M | -3% | 33k | 112.18 |
|
| McDonald's Corporation (MCD) | 0.2 | $3.5M | -4% | 12k | 305.63 |
|
| AFLAC Incorporated (AFL) | 0.2 | $3.3M | 30k | 110.27 |
|
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| Palantir Technologies Cl A (PLTR) | 0.2 | $3.2M | 18k | 177.75 |
|
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| American Express Company (AXP) | 0.2 | $3.2M | 8.6k | 369.96 |
|
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $3.1M | 104k | 29.61 |
|
|
| UnitedHealth (UNH) | 0.2 | $3.0M | -2% | 9.1k | 330.11 |
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| Caterpillar (CAT) | 0.2 | $2.9M | 5.0k | 572.87 |
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| Southern Company (SO) | 0.2 | $2.9M | 33k | 87.20 |
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| Waste Management (WM) | 0.2 | $2.8M | 13k | 219.71 |
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| Danaher Corporation (DHR) | 0.2 | $2.8M | 12k | 228.92 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.2 | $2.8M | 40k | 69.40 |
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| Chart Industries (GTLS) | 0.2 | $2.7M | -2% | 13k | 206.23 |
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| Ishares Tr Ibonds Dec 2029 (IBMR) | 0.2 | $2.6M | -5% | 101k | 25.43 |
|
| ACI Worldwide (ACIW) | 0.2 | $2.5M | 53k | 47.81 |
|
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| Cisco Systems (CSCO) | 0.2 | $2.4M | 32k | 77.03 |
|
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| Nucor Corporation (NUE) | 0.2 | $2.4M | -3% | 15k | 163.11 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $2.3M | -3% | 34k | 67.22 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $2.3M | 3.8k | 603.20 |
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| Avery Dennison Corporation (AVY) | 0.1 | $2.3M | 12k | 181.88 |
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| Cal Maine Foods Com New (CALM) | 0.1 | $2.2M | +454% | 28k | 79.57 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $2.2M | 12k | 183.40 |
|
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.1 | $2.0M | 45k | 45.45 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.1 | $2.0M | +100% | 47k | 42.69 |
|
| Abbott Laboratories (ABT) | 0.1 | $2.0M | -2% | 16k | 125.29 |
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| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.1 | $2.0M | 58k | 34.74 |
|
|
| Visa Com Cl A (V) | 0.1 | $2.0M | -2% | 5.6k | 350.69 |
|
| Oracle Corporation (ORCL) | 0.1 | $2.0M | -10% | 10k | 194.91 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $1.9M | -2% | 3.3k | 570.88 |
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| CSX Corporation (CSX) | 0.1 | $1.8M | -4% | 50k | 36.25 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $1.8M | -3% | 35k | 50.88 |
|
| Ishares Tr Ibonds Dec 28 (IBMQ) | 0.1 | $1.8M | -18% | 70k | 25.57 |
|
| Spdr Series Trust State Street Spd (SPLG) | 0.1 | $1.8M | 22k | 80.22 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $1.7M | 3.6k | 483.67 |
|
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $1.6M | -7% | 23k | 71.42 |
|
| United Parcel Service CL B (UPS) | 0.1 | $1.6M | 16k | 99.19 |
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| Cgi Cl A Sub Vtg (GIB) | 0.1 | $1.6M | 17k | 92.30 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $1.4M | 3.0k | 480.57 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $1.4M | +6% | 43k | 32.62 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.4M | +19% | 9.8k | 141.14 |
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| Ssga Active Tr State Street My (MYCG) | 0.1 | $1.4M | 55k | 25.04 |
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| Us Bancorp Del Com New (USB) | 0.1 | $1.4M | -6% | 26k | 53.36 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $1.4M | -2% | 17k | 79.73 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.4M | -4% | 2.9k | 473.31 |
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| Spdr Series Trust State Street Spd (SPSB) | 0.1 | $1.3M | 44k | 30.20 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $1.3M | -2% | 48k | 27.43 |
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| TJX Companies (TJX) | 0.1 | $1.3M | -2% | 8.3k | 153.61 |
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| Ishares Tr Ibonds Dec 27 (IBMP) | 0.1 | $1.2M | -18% | 49k | 25.39 |
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| Workday Cl A (WDAY) | 0.1 | $1.2M | 5.8k | 214.78 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.2M | 4.5k | 268.30 |
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| Stryker Corporation (SYK) | 0.1 | $1.2M | -2% | 3.3k | 351.47 |
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| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.1 | $1.2M | -6% | 59k | 19.74 |
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| Ssga Active Tr State Street My (MYCF) | 0.1 | $1.1M | 46k | 25.04 |
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| Automatic Data Processing (ADP) | 0.1 | $1.1M | -5% | 4.4k | 257.22 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $1.1M | 5.4k | 209.12 |
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| Blackrock (BLK) | 0.1 | $1.1M | +4% | 1.0k | 1070.34 |
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| Qualcomm (QCOM) | 0.1 | $1.1M | -5% | 6.3k | 171.06 |
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| Walt Disney Company (DIS) | 0.1 | $1.1M | -2% | 9.4k | 113.77 |
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| Honeywell International (HON) | 0.1 | $1.1M | 5.4k | 195.09 |
|
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $977k | -15% | 41k | 23.69 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $972k | +80% | 31k | 30.96 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $964k | 10k | 96.03 |
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| Tesla Motors (TSLA) | 0.1 | $955k | 2.1k | 449.72 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $932k | 33k | 28.48 |
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| Wells Fargo & Company (WFC) | 0.1 | $928k | 10k | 93.20 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.1 | $921k | +100% | 21k | 44.71 |
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| Philip Morris International (PM) | 0.1 | $918k | 5.7k | 160.40 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.1 | $916k | 17k | 54.77 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $916k | NEW | 1.2k | 753.78 |
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| Nike CL B (NKE) | 0.1 | $893k | -6% | 14k | 63.71 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $860k | 4.1k | 210.34 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $848k | -3% | 3.4k | 246.17 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $842k | +53% | 17k | 50.94 |
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| FedEx Corporation (FDX) | 0.1 | $826k | 2.9k | 288.86 |
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| Ecolab (ECL) | 0.1 | $825k | -2% | 3.1k | 262.52 |
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| Nextera Energy (NEE) | 0.1 | $808k | 10k | 80.28 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $791k | 6.4k | 123.26 |
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| Public Service Enterprise (PEG) | 0.0 | $752k | 9.4k | 80.30 |
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| Progressive Corporation (PGR) | 0.0 | $750k | -5% | 3.3k | 227.72 |
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| Morgan Stanley Com New (MS) | 0.0 | $744k | -18% | 4.2k | 177.55 |
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| Vaneck Etf Trust Morningstar Smid (SMOT) | 0.0 | $704k | -14% | 20k | 36.20 |
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| Goldman Sachs (GS) | 0.0 | $698k | -3% | 794.00 | 878.68 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $693k | 8.0k | 86.25 |
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| Lowe's Companies (LOW) | 0.0 | $681k | 2.8k | 241.16 |
|
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $667k | -4% | 12k | 53.83 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $657k | 5.4k | 121.61 |
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| Clearwater Paper (CLW) | 0.0 | $641k | -8% | 37k | 17.40 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $635k | +4% | 3.0k | 211.79 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $632k | +137% | 11k | 58.12 |
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| Altria (MO) | 0.0 | $631k | 11k | 57.66 |
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| MetLife (MET) | 0.0 | $615k | 7.8k | 78.94 |
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| Ssga Active Tr State Street My (MYCH) | 0.0 | $607k | 24k | 25.09 |
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| Becton, Dickinson and (BDX) | 0.0 | $607k | 3.1k | 194.07 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $599k | NEW | 1.5k | 412.77 |
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| Amgen (AMGN) | 0.0 | $597k | -3% | 1.8k | 327.31 |
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| International Business Machines (IBM) | 0.0 | $597k | -17% | 2.0k | 296.21 |
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| Bristol Myers Squibb (BMY) | 0.0 | $578k | -6% | 11k | 53.94 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.0 | $560k | -14% | 29k | 19.57 |
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| Diageo Spon Adr New (DEO) | 0.0 | $547k | -11% | 6.3k | 86.27 |
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| Vanguard World Consum Stp Etf (VDC) | 0.0 | $539k | 2.6k | 211.24 |
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| Eaton Corp SHS (ETN) | 0.0 | $537k | -18% | 1.7k | 318.51 |
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| At&t (T) | 0.0 | $537k | -4% | 22k | 24.84 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $530k | +11% | 6.4k | 82.82 |
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| Proshares Tr S&p 500 High Inc (ISPY) | 0.0 | $513k | NEW | 11k | 45.63 |
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| Shell Spon Ads (SHEL) | 0.0 | $512k | 7.0k | 73.48 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $510k | 1.8k | 276.94 |
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| Ameriprise Financial (AMP) | 0.0 | $503k | 1.0k | 490.34 |
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| Microchip Technology (MCHP) | 0.0 | $496k | 7.8k | 63.72 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $493k | 865.00 | 570.21 |
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| Capital One Financial (COF) | 0.0 | $483k | -11% | 2.0k | 242.36 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $477k | 7.1k | 67.13 |
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| Ishares Tr U.s. Pharma Etf (IHE) | 0.0 | $473k | 5.6k | 84.83 |
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| 3M Company (MMM) | 0.0 | $467k | -2% | 2.9k | 160.10 |
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| Applied Materials (AMAT) | 0.0 | $464k | -6% | 1.8k | 256.94 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $452k | 3.2k | 141.05 |
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| Phillips 66 (PSX) | 0.0 | $450k | 3.5k | 129.04 |
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| Unilever Spon Adr New | 0.0 | $447k | NEW | 6.8k | 65.40 |
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| Ssga Active Tr State Street Bla (HYBL) | 0.0 | $442k | +99% | 16k | 28.44 |
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| Union Pacific Corporation (UNP) | 0.0 | $435k | 1.9k | 231.32 |
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| Yum! Brands (YUM) | 0.0 | $434k | 2.9k | 151.28 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $431k | -2% | 8.5k | 50.59 |
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| Spdr Series Trust State Street Spd (SDY) | 0.0 | $431k | 3.1k | 139.16 |
|
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| Netflix (NFLX) | 0.0 | $424k | +865% | 4.5k | 93.76 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $421k | -19% | 5.2k | 81.17 |
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| Moody's Corporation (MCO) | 0.0 | $414k | 810.00 | 510.85 |
|
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| Travelers Companies (TRV) | 0.0 | $405k | 1.4k | 290.06 |
|
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| Ge Aerospace Com New (GE) | 0.0 | $404k | 1.3k | 308.03 |
|
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| Southwest Airlines (LUV) | 0.0 | $402k | -4% | 9.7k | 41.33 |
|
| Illinois Tool Works (ITW) | 0.0 | $399k | -11% | 1.6k | 246.31 |
|
| Williams Companies (WMB) | 0.0 | $396k | 6.6k | 60.11 |
|
|
| Welltower Inc Com reit (WELL) | 0.0 | $384k | 2.1k | 185.61 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $383k | 1.8k | 212.07 |
|
|
| Anterix Inc. Atex (ATEX) | 0.0 | $378k | 17k | 21.83 |
|
|
| L3harris Technologies (LHX) | 0.0 | $377k | 1.3k | 293.57 |
|
|
| Synovus Finl Corp Com New (SNV) | 0.0 | $375k | 7.5k | 50.05 |
|
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $356k | -5% | 8.2k | 43.30 |
|
| SYSCO Corporation (SYY) | 0.0 | $350k | 4.8k | 73.69 |
|
|
| Ishares Tr Ibonds Dec 2030 (IBMS) | 0.0 | $346k | +18% | 13k | 26.06 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $341k | 2.8k | 120.18 |
|
|
| Copart (CPRT) | 0.0 | $333k | 8.5k | 39.15 |
|
|
| Community Healthcare Tr (CHCT) | 0.0 | $330k | 20k | 16.42 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $329k | 5.8k | 57.24 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $323k | 1.5k | 214.16 |
|
|
| W.W. Grainger (GWW) | 0.0 | $322k | 319.00 | 1009.05 |
|
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $319k | 3.7k | 85.37 |
|
|
| Global Payments (GPN) | 0.0 | $318k | 4.1k | 77.40 |
|
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $316k | 5.3k | 59.93 |
|
|
| Ford Motor Company (F) | 0.0 | $312k | 24k | 13.12 |
|
|
| Enbridge (ENB) | 0.0 | $307k | 6.4k | 47.83 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $306k | 5.8k | 52.84 |
|
|
| Spdr Series Trust State Street Spd (SPSM) | 0.0 | $305k | -14% | 6.5k | 46.86 |
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $301k | 3.0k | 99.78 |
|
|
| Fifth Third Ban (FITB) | 0.0 | $297k | 6.4k | 46.81 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $293k | +7% | 3.7k | 79.02 |
|
| Renasant (RNST) | 0.0 | $285k | 8.1k | 35.22 |
|
|
| Regions Financial Corporation (RF) | 0.0 | $273k | 10k | 27.10 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $269k | 1.6k | 173.49 |
|
|
| EOG Resources (EOG) | 0.0 | $267k | 2.5k | 105.01 |
|
|
| Corning Incorporated (GLW) | 0.0 | $257k | -19% | 2.9k | 87.57 |
|
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.0 | $254k | -34% | 7.7k | 33.02 |
|
| Allstate Corporation (ALL) | 0.0 | $254k | -54% | 1.2k | 208.15 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $252k | 9.3k | 27.21 |
|
|
| Iqvia Holdings (IQV) | 0.0 | $247k | NEW | 1.1k | 225.41 |
|
| Sprott Asset Management Physical Gold An (CEF) | 0.0 | $245k | -8% | 5.4k | 45.80 |
|
| Select Sector Spdr Tr State Street Rea (XLRE) | 0.0 | $240k | -11% | 5.9k | 40.35 |
|
| M&T Bank Corporation (MTB) | 0.0 | $236k | 1.2k | 201.48 |
|
|
| Addus Homecare Corp (ADUS) | 0.0 | $236k | 2.2k | 107.39 |
|
|
| Hershey Company (HSY) | 0.0 | $235k | 1.3k | 181.98 |
|
|
| Magnite Ord (MGNI) | 0.0 | $231k | 14k | 16.23 |
|
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $229k | NEW | 4.9k | 46.92 |
|
| First Horizon National Corporation (FHN) | 0.0 | $229k | -9% | 9.6k | 23.90 |
|
| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.0 | $224k | 5.7k | 39.02 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $213k | NEW | 4.3k | 49.65 |
|
| Vanguard World Utilities Etf (VPU) | 0.0 | $212k | 1.1k | 185.04 |
|
|
| Kinder Morgan (KMI) | 0.0 | $211k | -6% | 7.7k | 27.49 |
|
| Atmos Energy Corporation (ATO) | 0.0 | $209k | 1.2k | 167.63 |
|
|
| W.R. Berkley Corporation (WRB) | 0.0 | $208k | 3.0k | 70.12 |
|
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $204k | NEW | 1.4k | 143.97 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $203k | -8% | 2.7k | 74.08 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $202k | 2.0k | 99.88 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $202k | NEW | 664.00 | 303.89 |
|
| Trane Technologies SHS (TT) | 0.0 | $200k | 515.00 | 389.20 |
|
|
| BBH TR Select Large Cap | 0.0 | $177k | NEW | 11k | 16.12 |
|
| Empire St Rlty Op Unit Ltd Prtnsp (ESBA) | 0.0 | $137k | -39% | 22k | 6.30 |
|
| Aspen Aerogels (ASPN) | 0.0 | $41k | 15k | 2.83 |
|
|
| Kosmos Energy (KOS) | 0.0 | $35k | -3% | 39k | 0.91 |
|
Past Filings by Woodmont Investment Counsel
SEC 13F filings are viewable for Woodmont Investment Counsel going back to 2011
- Woodmont Investment Counsel 2025 Q4 filed Jan. 21, 2026
- 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