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, IBDT, AAPL, and represent 30.75% of Woodmont Investment Counsel's stock portfolio.
- Added to shares of these 10 stocks: SNEX (+$11M), JQUA (+$7.9M), VTV (+$6.9M), BAM (+$5.8M), SMH (+$5.4M), VEA, NHI, IBDU, BRK.A, SPTI.
- Started 19 new stock positions in GE, DE, AMD, JQUA, PHYS, GLDM, SPYD, JEPI, NHI, CXW. GIB, WRB, ADUS, COP, BRK.A, JEPQ, VGIT, AGG, BAM.
- Reduced shares in these 10 stocks: LMT (-$8.4M), SOXX (-$5.1M), VUG, SPLG, GTLS, PAYX, NKE, AVGO, KOS, PEP.
- Sold out of its positions in BF.B, CSL, VOTE, BSCP, SPMD, DIA, XOP, XSOE.
- Woodmont Investment Counsel was a net buyer of stock by $63M.
- Woodmont Investment Counsel has $1.4B in assets under management (AUM), dropping by 2.39%.
- 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 270 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Growth Etf (VUG) | 10.7 | $148M | 400k | 370.82 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 9.1 | $126M | +5% | 729k | 172.74 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 5.1 | $71M | +7% | 1.4M | 50.83 |
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 3.0 | $41M | +6% | 1.6M | 25.26 |
|
| Apple (AAPL) | 2.8 | $40M | 178k | 222.13 |
|
|
| Ishares Tr Ibonds Dec 29 (IBDU) | 2.8 | $39M | +9% | 1.7M | 23.13 |
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 2.5 | $35M | +5% | 1.4M | 24.18 |
|
| Microsoft Corporation (MSFT) | 2.2 | $31M | +2% | 82k | 375.39 |
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 1.8 | $25M | 1.0M | 24.21 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.8 | $25M | 89k | 274.84 |
|
|
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 1.7 | $23M | +12% | 800k | 29.24 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.7 | $23M | 90k | 258.62 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 1.6 | $23M | 102k | 221.75 |
|
|
| Broadcom (AVGO) | 1.6 | $22M | -2% | 129k | 167.43 |
|
| Duke Energy Corp Com New (DUK) | 1.5 | $21M | +3% | 173k | 121.97 |
|
| JPMorgan Chase & Co. (JPM) | 1.5 | $21M | 85k | 245.30 |
|
|
| Hca Holdings (HCA) | 1.5 | $20M | 59k | 345.55 |
|
|
| Stonex Group (SNEX) | 1.5 | $20M | +108% | 267k | 76.38 |
|
| Chevron Corporation (CVX) | 1.4 | $20M | +2% | 118k | 167.29 |
|
| Spdr Ser Tr Portfli Intrmdit (SPTI) | 1.2 | $17M | +21% | 589k | 28.58 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $17M | 32k | 532.58 |
|
|
| Johnson & Johnson (JNJ) | 1.1 | $16M | +4% | 94k | 165.84 |
|
| Merck & Co (MRK) | 1.1 | $15M | +5% | 170k | 89.76 |
|
| Procter & Gamble Company (PG) | 1.1 | $15M | 86k | 170.42 |
|
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 1.0 | $14M | +6% | 361k | 39.37 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.0 | $14M | +9% | 225k | 60.66 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.9 | $13M | 111k | 118.13 |
|
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.9 | $12M | +3% | 119k | 100.67 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $12M | +3% | 74k | 156.23 |
|
| Chubb (CB) | 0.8 | $11M | +9% | 37k | 301.99 |
|
| Eli Lilly & Co. (LLY) | 0.8 | $11M | +21% | 13k | 825.89 |
|
| UnitedHealth (UNH) | 0.7 | $9.7M | +2% | 19k | 523.75 |
|
| Verizon Communications (VZ) | 0.7 | $9.7M | +6% | 213k | 45.36 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.7 | $9.2M | 71k | 128.96 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.6 | $8.7M | 45k | 193.99 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.6 | $8.6M | 164k | 52.37 |
|
|
| United Parcel Service CL B (UPS) | 0.6 | $8.6M | +4% | 78k | 109.99 |
|
| Novo-nordisk A S Adr (NVO) | 0.6 | $8.2M | +7% | 118k | 69.44 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $8.1M | -4% | 68k | 118.93 |
|
| Coca-Cola Company (KO) | 0.6 | $8.0M | +4% | 112k | 71.62 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.6 | $7.9M | NEW | 140k | 56.47 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.6 | $7.8M | +4% | 53k | 146.01 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.6 | $7.7M | 131k | 58.69 |
|
|
| Dell Technologies CL C (DELL) | 0.5 | $7.2M | +30% | 79k | 91.15 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.5 | $7.1M | +15% | 102k | 70.40 |
|
| Pfizer (PFE) | 0.5 | $6.8M | +6% | 270k | 25.34 |
|
| Pinnacle Financial Partners (PNFP) | 0.5 | $6.5M | 61k | 106.04 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.5 | $6.5M | +493% | 31k | 211.47 |
|
| Emerson Electric (EMR) | 0.5 | $6.4M | 58k | 109.64 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $6.3M | +6% | 41k | 154.64 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $6.2M | 6.6k | 945.78 |
|
|
| Home Depot (HD) | 0.4 | $6.0M | 16k | 366.49 |
|
|
| Wal-Mart Stores (WMT) | 0.4 | $5.8M | -6% | 66k | 87.79 |
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.4 | $5.8M | NEW | 119k | 48.45 |
|
| Vaneck Etf Trust Morningstar Smid (SMOT) | 0.4 | $5.7M | +6% | 175k | 32.79 |
|
| Paychex (PAYX) | 0.4 | $5.6M | -12% | 37k | 154.28 |
|
| Pepsi (PEP) | 0.4 | $5.3M | -8% | 35k | 149.94 |
|
| Palo Alto Networks (PANW) | 0.4 | $5.1M | 30k | 170.64 |
|
|
| Old Republic International Corporation (ORI) | 0.4 | $5.1M | +2% | 129k | 39.22 |
|
| salesforce (CRM) | 0.4 | $5.0M | 19k | 268.36 |
|
|
| Bank of America Corporation (BAC) | 0.4 | $5.0M | +7% | 120k | 41.73 |
|
| Abbvie (ABBV) | 0.4 | $4.9M | 23k | 209.52 |
|
|
| Enterprise Products Partners (EPD) | 0.3 | $4.7M | 136k | 34.14 |
|
|
| National Health Investors (NHI) | 0.3 | $4.3M | NEW | 58k | 73.86 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $4.2M | -3% | 93k | 45.26 |
|
| McDonald's Corporation (MCD) | 0.3 | $3.9M | -5% | 13k | 312.37 |
|
| Novartis Sponsored Adr (NVS) | 0.3 | $3.9M | -3% | 35k | 111.48 |
|
| ACI Worldwide (ACIW) | 0.3 | $3.8M | -4% | 69k | 54.71 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $3.6M | 21k | 170.89 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $3.5M | +6% | 6.3k | 559.39 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $3.3M | 7.1k | 468.92 |
|
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.2 | $3.3M | -60% | 18k | 188.17 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $3.3M | 166k | 19.78 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.2 | $3.2M | 60k | 53.97 |
|
|
| Amazon (AMZN) | 0.2 | $3.2M | -9% | 17k | 190.26 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $3.2M | NEW | 4.00 | 798441.50 |
|
| Waste Management (WM) | 0.2 | $3.2M | -7% | 14k | 231.51 |
|
| Southern Company (SO) | 0.2 | $3.1M | -6% | 33k | 91.95 |
|
| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.2 | $3.1M | +20% | 92k | 33.40 |
|
| AFLAC Incorporated (AFL) | 0.2 | $3.1M | +27% | 28k | 111.19 |
|
| Meta Platforms Cl A (META) | 0.2 | $3.0M | 5.2k | 576.35 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $3.0M | +12% | 5.9k | 513.91 |
|
| Chart Industries (GTLS) | 0.2 | $2.8M | -26% | 19k | 144.36 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $2.8M | 104k | 26.58 |
|
|
| Harrow Health (HROW) | 0.2 | $2.8M | +27% | 104k | 26.60 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $2.6M | -4% | 31k | 84.40 |
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.2 | $2.6M | +5% | 33k | 77.92 |
|
| Danaher Corporation (DHR) | 0.2 | $2.6M | 13k | 205.00 |
|
|
| Ishares Tr Ibonds Dec 25 (IBMN) | 0.2 | $2.6M | -2% | 96k | 26.75 |
|
| General Mills (GIS) | 0.2 | $2.4M | 39k | 59.79 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $2.3M | -3% | 4.2k | 548.14 |
|
| American Express Company (AXP) | 0.2 | $2.2M | 8.3k | 269.06 |
|
|
| Abbott Laboratories (ABT) | 0.2 | $2.2M | 17k | 132.65 |
|
|
| Cgi Cl A Sub Vtg (GIB) | 0.2 | $2.2M | NEW | 22k | 99.83 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $2.1M | -4% | 3.7k | 561.84 |
|
| General Dynamics Corporation (GD) | 0.1 | $2.1M | 7.6k | 272.58 |
|
|
| Ishares Tr Ibonds Dec 28 (IBMQ) | 0.1 | $2.1M | +5% | 82k | 25.29 |
|
| NVIDIA Corporation (NVDA) | 0.1 | $2.1M | +9% | 19k | 108.38 |
|
| Spdr Ser Tr Portfolio Short (SPSB) | 0.1 | $2.0M | 67k | 30.10 |
|
|
| Visa Com Cl A (V) | 0.1 | $2.0M | 5.7k | 350.44 |
|
|
| Workday Cl A (WDAY) | 0.1 | $2.0M | +2% | 8.5k | 233.53 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $2.0M | 26k | 74.72 |
|
|
| Cisco Systems (CSCO) | 0.1 | $2.0M | -8% | 32k | 61.71 |
|
| Ishares Tr Ibonds Dec 2029 (IBMR) | 0.1 | $1.9M | +16% | 76k | 25.04 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $1.9M | 24k | 78.85 |
|
|
| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $1.8M | 42k | 43.60 |
|
|
| Addus Homecare Corp (ADUS) | 0.1 | $1.8M | NEW | 19k | 98.89 |
|
| Nucor Corporation (NUE) | 0.1 | $1.8M | 15k | 120.34 |
|
|
| Ishares Tr Ibonds Dec 27 (IBMP) | 0.1 | $1.8M | 71k | 25.28 |
|
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.1 | $1.8M | 45k | 39.69 |
|
|
| Ishares Tr Ibonds Dec 26 (IBMO) | 0.1 | $1.7M | 66k | 25.56 |
|
|
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.1 | $1.7M | -10% | 56k | 29.79 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $1.7M | -7% | 13k | 132.46 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $1.6M | -83% | 3.7k | 446.71 |
|
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $1.6M | -9% | 56k | 29.28 |
|
| Cintas Corporation (CTAS) | 0.1 | $1.6M | 7.8k | 205.54 |
|
|
| Caterpillar (CAT) | 0.1 | $1.6M | -7% | 4.8k | 329.77 |
|
| Oracle Corporation (ORCL) | 0.1 | $1.6M | 11k | 139.81 |
|
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $1.6M | -44% | 24k | 65.76 |
|
| CSX Corporation (CSX) | 0.1 | $1.6M | 53k | 29.43 |
|
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.1 | $1.5M | +20% | 41k | 35.64 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.5M | 4.7k | 312.04 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $1.4M | +2% | 18k | 78.94 |
|
| Ssga Active Tr Spdr Ssga My2027 (MYCG) | 0.1 | $1.4M | 55k | 24.93 |
|
|
| Automatic Data Processing (ADP) | 0.1 | $1.3M | 4.3k | 305.51 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.1 | $1.3M | -2% | 67k | 19.59 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $1.3M | -2% | 30k | 42.22 |
|
| Stryker Corporation (SYK) | 0.1 | $1.3M | 3.4k | 372.27 |
|
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.1 | $1.3M | +21% | 14k | 89.64 |
|
| Anterix Inc. Atex (ATEX) | 0.1 | $1.2M | -7% | 32k | 36.60 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.2M | +9% | 3.2k | 361.09 |
|
| Ssga Active Tr Spdr Ssga My2026 (MYCF) | 0.1 | $1.1M | 46k | 25.08 |
|
|
| Nike CL B (NKE) | 0.1 | $1.1M | -34% | 18k | 63.48 |
|
| Honeywell International (HON) | 0.1 | $1.1M | -2% | 5.2k | 211.75 |
|
| TJX Companies (TJX) | 0.1 | $1.1M | 8.8k | 121.80 |
|
|
| Global Payments (GPN) | 0.1 | $1.1M | 11k | 97.92 |
|
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $1.0M | 21k | 50.85 |
|
|
| Qualcomm (QCOM) | 0.1 | $1.0M | 6.6k | 153.61 |
|
|
| Walt Disney Company (DIS) | 0.1 | $1.0M | -4% | 10k | 98.70 |
|
| Clearwater Paper (CLW) | 0.1 | $1.0M | +5% | 40k | 25.37 |
|
| Blackrock (BLK) | 0.1 | $985k | 1.0k | 946.48 |
|
|
| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.1 | $975k | +20% | 34k | 28.33 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $972k | +3% | 39k | 25.04 |
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.1 | $957k | +18% | 28k | 34.25 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $940k | 5.5k | 172.26 |
|
|
| Progressive Corporation (PGR) | 0.1 | $927k | -2% | 3.3k | 283.02 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $904k | -4% | 13k | 67.85 |
|
| Diageo Spon Adr New (DEO) | 0.1 | $886k | -12% | 8.5k | 104.79 |
|
| Philip Morris International (PM) | 0.1 | $869k | +3% | 5.5k | 158.73 |
|
| Becton, Dickinson and (BDX) | 0.1 | $868k | 3.8k | 229.04 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $855k | 9.2k | 93.45 |
|
|
| Ecolab (ECL) | 0.1 | $835k | -9% | 3.3k | 253.54 |
|
| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.1 | $832k | +21% | 34k | 24.48 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $823k | -21% | 10k | 81.73 |
|
| Public Service Enterprise (PEG) | 0.1 | $822k | -7% | 10k | 82.30 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $803k | 34k | 23.43 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $801k | 16k | 49.81 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $799k | 13k | 60.99 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $776k | 4.1k | 188.16 |
|
|
| At&t (T) | 0.1 | $775k | -2% | 27k | 28.28 |
|
| Copart (CPRT) | 0.1 | $773k | 14k | 56.59 |
|
|
| MetLife (MET) | 0.1 | $744k | 9.3k | 80.29 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $734k | 3.7k | 199.50 |
|
|
| Nextera Energy (NEE) | 0.1 | $707k | 10k | 70.89 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.1 | $699k | -2% | 36k | 19.48 |
|
| Wells Fargo & Company (WFC) | 0.1 | $694k | 9.7k | 71.79 |
|
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.0 | $672k | +16% | 38k | 17.59 |
|
| International Business Machines (IBM) | 0.0 | $668k | -8% | 2.7k | 248.66 |
|
| Amgen (AMGN) | 0.0 | $665k | 2.1k | 311.55 |
|
|
| Lowe's Companies (LOW) | 0.0 | $655k | 2.8k | 233.23 |
|
|
| FedEx Corporation (FDX) | 0.0 | $642k | +6% | 2.6k | 243.78 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.0 | $633k | +19% | 11k | 59.84 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $612k | +17% | 20k | 30.73 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.0 | $610k | +18% | 10k | 58.54 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $609k | -2% | 3.3k | 186.29 |
|
| Ssga Active Tr Spdr Ssga My2028 (MYCH) | 0.0 | $602k | 24k | 24.87 |
|
|
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $598k | 2.7k | 218.82 |
|
|
| First Tr Exchange Traded First Trust S&p (KNGZ) | 0.0 | $594k | +20% | 18k | 32.21 |
|
| Morgan Stanley Com New (MS) | 0.0 | $593k | 5.1k | 116.66 |
|
|
| Tesla Motors (TSLA) | 0.0 | $590k | -20% | 2.3k | 259.16 |
|
| Altria (MO) | 0.0 | $590k | +51% | 9.8k | 60.02 |
|
| Allstate Corporation (ALL) | 0.0 | $569k | 2.7k | 207.10 |
|
|
| First Tr Mid Cap Core Alphad Com Shs (FNX) | 0.0 | $569k | +21% | 5.2k | 108.98 |
|
| Diamondback Energy (FANG) | 0.0 | $569k | +60% | 3.6k | 159.88 |
|
| Eaton Corp SHS (ETN) | 0.0 | $558k | 2.1k | 271.83 |
|
|
| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.0 | $542k | +19% | 16k | 33.50 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $539k | 4.0k | 134.29 |
|
|
| Goldman Sachs (GS) | 0.0 | $526k | 963.00 | 546.38 |
|
|
| Corecivic (CXW) | 0.0 | $514k | NEW | 25k | 20.29 |
|
| Netflix (NFLX) | 0.0 | $510k | 547.00 | 932.53 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $501k | 6.8k | 73.28 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $497k | 1.0k | 484.11 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $497k | 6.0k | 82.73 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $487k | -2% | 5.2k | 92.83 |
|
| Unilever Spon Adr New (UL) | 0.0 | $479k | 8.0k | 59.55 |
|
|
| Yum! Brands (YUM) | 0.0 | $471k | 3.0k | 157.36 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $470k | 3.7k | 125.97 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $460k | +7% | 863.00 | 533.19 |
|
| Cal Maine Foods Com New (CALM) | 0.0 | $455k | 5.0k | 90.90 |
|
|
| 3M Company (MMM) | 0.0 | $452k | 3.1k | 146.86 |
|
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $447k | NEW | 7.5k | 59.40 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $443k | +25% | 3.3k | 135.67 |
|
| Southwest Airlines (LUV) | 0.0 | $442k | 13k | 33.58 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $441k | -26% | 8.7k | 50.63 |
|
| Illinois Tool Works (ITW) | 0.0 | $437k | -18% | 1.8k | 247.97 |
|
| Phillips 66 (PSX) | 0.0 | $426k | 3.5k | 123.48 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $405k | 5.4k | 75.04 |
|
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $394k | 7.1k | 55.45 |
|
|
| Ishares Tr U.s. Pharma Etf (IHE) | 0.0 | $393k | 5.6k | 70.56 |
|
|
| Microchip Technology (MCHP) | 0.0 | $382k | 7.9k | 48.41 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $381k | 6.0k | 63.40 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $380k | 6.4k | 58.96 |
|
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $377k | 1.8k | 210.94 |
|
|
| Moody's Corporation (MCO) | 0.0 | $373k | 800.00 | 465.69 |
|
|
| Travelers Companies (TRV) | 0.0 | $367k | 1.4k | 264.46 |
|
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.0 | $357k | 7.1k | 50.00 |
|
|
| Synovus Finl Corp Com New (SNV) | 0.0 | $351k | 7.5k | 46.74 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $347k | -3% | 3.7k | 93.70 |
|
| Hershey Company (HSY) | 0.0 | $341k | -54% | 2.0k | 171.03 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $340k | 1.8k | 190.58 |
|
|
| W.W. Grainger (GWW) | 0.0 | $340k | 344.00 | 988.11 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $323k | NEW | 5.7k | 57.14 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $322k | +4% | 3.1k | 104.57 |
|
| Union Pacific Corporation (UNP) | 0.0 | $319k | 1.4k | 236.24 |
|
|
| Welltower Inc Com reit (WELL) | 0.0 | $317k | -6% | 2.1k | 153.21 |
|
| EOG Resources (EOG) | 0.0 | $315k | -2% | 2.5k | 128.24 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $314k | +2% | 614.00 | 512.01 |
|
| Ssga Active Tr Spdr Blackstone (HYBL) | 0.0 | $314k | 11k | 28.12 |
|
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $312k | -2% | 7.7k | 40.76 |
|
| Louisiana-Pacific Corporation (LPX) | 0.0 | $299k | 3.3k | 91.97 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $296k | 3.0k | 97.45 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $293k | 2.1k | 142.22 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $288k | +14% | 1.6k | 179.70 |
|
| Sprott Physical Gold Tr Unit (PHYS) | 0.0 | $287k | NEW | 12k | 24.06 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $284k | -10% | 6.8k | 41.85 |
|
| Discover Financial Services | 0.0 | $282k | 1.7k | 170.70 |
|
|
| Empire St Rlty Op Unit Ltd Prtnsp (ESBA) | 0.0 | $281k | 36k | 7.76 |
|
|
| HealthStream (HSTM) | 0.0 | $278k | 8.7k | 32.18 |
|
|
| Renasant (RNST) | 0.0 | $275k | 8.1k | 33.93 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $272k | 3.7k | 73.46 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $270k | -22% | 9.7k | 27.96 |
|
| Deere & Company (DE) | 0.0 | $266k | NEW | 566.00 | 469.56 |
|
| L3harris Technologies (LHX) | 0.0 | $264k | 1.3k | 209.31 |
|
|
| Fifth Third Ban (FITB) | 0.0 | $249k | -4% | 6.4k | 39.20 |
|
| Zoetis Cl A (ZTS) | 0.0 | $245k | 1.5k | 164.68 |
|
|
| Ge Aerospace Com New (GE) | 0.0 | $236k | NEW | 1.2k | 200.15 |
|
| M&T Bank Corporation (MTB) | 0.0 | $235k | -41% | 1.3k | 178.69 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $229k | NEW | 3.7k | 61.89 |
|
| Ford Motor Company (F) | 0.0 | $228k | -4% | 23k | 10.03 |
|
| Air Products & Chemicals (APD) | 0.0 | $225k | -19% | 763.00 | 294.92 |
|
| Proshares Tr S&p 500 High Inc (ISPY) | 0.0 | $223k | -5% | 5.3k | 42.09 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $219k | 9.3k | 23.61 |
|
|
| Cigna Corp (CI) | 0.0 | $213k | -18% | 647.00 | 329.01 |
|
| Applied Materials (AMAT) | 0.0 | $212k | 1.5k | 145.15 |
|
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $210k | NEW | 4.1k | 51.78 |
|
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.0 | $209k | -63% | 8.3k | 25.15 |
|
| W.R. Berkley Corporation (WRB) | 0.0 | $209k | NEW | 2.9k | 71.16 |
|
| ConocoPhillips (COP) | 0.0 | $206k | NEW | 2.0k | 105.02 |
|
| First Horizon National Corporation (FHN) | 0.0 | $206k | 11k | 19.42 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $206k | NEW | 2.0k | 102.74 |
|
| Fortive (FTV) | 0.0 | $204k | 2.8k | 73.18 |
|
|
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.0 | $202k | NEW | 4.6k | 44.26 |
|
| Regions Financial Corporation (RF) | 0.0 | $201k | 9.3k | 21.73 |
|
|
| Clorox Company (CLX) | 0.0 | $201k | 1.4k | 147.25 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $200k | NEW | 2.0k | 98.92 |
|
| Aspen Aerogels (ASPN) | 0.0 | $192k | +18% | 30k | 6.39 |
|
| Community Healthcare Tr (CHCT) | 0.0 | $183k | 10k | 18.16 |
|
|
| Magnite Ord (MGNI) | 0.0 | $175k | 15k | 11.41 |
|
|
| Kosmos Energy (KOS) | 0.0 | $102k | -83% | 45k | 2.28 |
|
| Mfs Inter Income Tr Sh Ben Int (MIN) | 0.0 | $27k | 10k | 2.69 |
|
Past Filings by Woodmont Investment Counsel
SEC 13F filings are viewable for Woodmont Investment Counsel going back to 2011
- 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
- Woodmont Investment Counsel 2021 Q3 filed Nov. 12, 2021
- Woodmont Investment Counsel 2021 Q2 filed Aug. 16, 2021