Woodmont Investment Counsel
Latest statistics and disclosures from Woodmont Investment Counsel's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTV, VUG, VEA, AAPL, VO, and represent 24.23% of Woodmont Investment Counsel's stock portfolio.
- Added to shares of these 10 stocks: VTV (+$5.7M), VUG (+$5.5M), IBDP, IBDR, IBDQ, VB, VO, IBDS, VEA, GTLS.
- Started 12 new stock positions in SCHE, BA, MCO, APD, TXN, IVE, FTV, MDY, RSP, WBA. JCI, VOE.
- Reduced shares in these 10 stocks: XLU, JPST, VGSH, UCBI, SCHG, SGOV, SNEX, IEMG, VEU, IJR.
- Sold out of its positions in WPRT, ZTS.
- Woodmont Investment Counsel was a net buyer of stock by $18M.
- Woodmont Investment Counsel has $884M in assets under management (AUM), dropping by 10.42%.
- Central Index Key (CIK): 0001133653
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Portfolio Holdings for Woodmont Investment Counsel
Woodmont Investment Counsel holds 253 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Vanguard Index Fds Value Etf (VTV) | 8.3 | $73M | +8% | 521k | 140.37 | |
Vanguard Index Fds Growth Etf (VUG) | 7.0 | $62M | +9% | 290k | 213.11 | |
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 3.7 | $33M | +3% | 787k | 41.97 | |
Apple (AAPL) | 2.9 | $26M | 199k | 129.93 | ||
Vanguard Index Fds Mid Cap Etf (VO) | 2.3 | $20M | +6% | 100k | 203.81 | |
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 2.1 | $19M | -7% | 376k | 50.13 | |
Microsoft Corporation (MSFT) | 2.1 | $18M | 77k | 239.82 | ||
Merck & Co (MRK) | 2.0 | $18M | 161k | 110.95 | ||
Chevron Corporation (CVX) | 1.8 | $16M | 89k | 179.49 | ||
Ishares Tr Ibonds Dec24 Etf (IBDP) | 1.6 | $14M | +18% | 586k | 24.42 | |
Duke Energy Corp Com New (DUK) | 1.6 | $14M | 134k | 102.99 | ||
Hca Holdings (HCA) | 1.5 | $14M | 57k | 239.96 | ||
Vanguard Index Fds Total Stk Mkt (VTI) | 1.5 | $13M | 70k | 191.19 | ||
Johnson & Johnson (JNJ) | 1.4 | $13M | 73k | 176.65 | ||
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Ishares Tr Ibonds Dec25 Etf (IBDQ) | 1.4 | $13M | +19% | 513k | 24.32 | |
Procter & Gamble Company (PG) | 1.4 | $12M | 82k | 151.56 | ||
Vanguard Index Fds Small Cp Etf (VB) | 1.4 | $12M | +11% | 67k | 183.54 | |
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.4 | $12M | -3% | 239k | 50.14 | |
Ishares Tr Ibonds Dec2026 (IBDR) | 1.3 | $12M | +21% | 493k | 23.35 | |
Vanguard Scottsdale Fds Short Term Treas (VGSH) | 1.3 | $11M | -10% | 198k | 57.82 | |
JPMorgan Chase & Co. (JPM) | 1.2 | $10M | 78k | 134.10 | ||
United Parcel Service CL B (UPS) | 1.2 | $10M | 60k | 173.84 | ||
Verizon Communications (VZ) | 1.1 | $10M | 254k | 39.40 | ||
Vanguard Whitehall Fds High Div Yld (VYM) | 1.1 | $9.7M | 90k | 108.21 | ||
Ishares Tr Ibonds 27 Etf (IBDS) | 1.1 | $9.6M | +14% | 410k | 23.37 | |
Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.1 | $9.3M | 188k | 49.82 | ||
Pepsi (PEP) | 1.0 | $8.8M | 49k | 180.66 | ||
UnitedHealth (UNH) | 1.0 | $8.6M | 16k | 530.18 | ||
Enterprise Products Partners (EPD) | 0.9 | $8.2M | 342k | 24.12 | ||
Lockheed Martin Corporation (LMT) | 0.9 | $8.2M | 17k | 486.49 | ||
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $8.2M | 26k | 308.90 | ||
Brookfield Infrast Partners Lp Int Unit (BIP) | 0.9 | $7.9M | +2% | 254k | 30.99 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.9 | $7.8M | +8% | 200k | 38.98 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.9 | $7.8M | 51k | 151.85 | ||
Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.9 | $7.8M | -6% | 78k | 100.14 | |
Broadcom (AVGO) | 0.8 | $7.3M | +2% | 13k | 559.13 | |
Stonex Group (SNEX) | 0.8 | $7.1M | -7% | 75k | 95.30 | |
Ishares Core Msci Emkt (IEMG) | 0.8 | $7.1M | -5% | 151k | 46.70 | |
Pfizer (PFE) | 0.8 | $6.9M | 134k | 51.24 | ||
Ishares Tr Msci Eafe Min Vl (EFAV) | 0.7 | $6.6M | +5% | 103k | 63.59 | |
Us Bancorp Del Com New (USB) | 0.7 | $6.4M | +9% | 147k | 43.61 | |
Alphabet Cap Stk Cl C (GOOG) | 0.7 | $6.2M | 70k | 88.73 | ||
Paychex (PAYX) | 0.7 | $6.0M | 52k | 115.56 | ||
Emerson Electric (EMR) | 0.7 | $5.8M | 60k | 96.06 | ||
Exxon Mobil Corporation (XOM) | 0.6 | $5.6M | 51k | 110.30 | ||
McDonald's Corporation (MCD) | 0.6 | $5.5M | +2% | 21k | 263.53 | |
General Mills (GIS) | 0.6 | $5.2M | 62k | 83.85 | ||
Spdr Ser Tr Bloomberg Invt (FLRN) | 0.6 | $5.1M | -2% | 169k | 30.39 | |
Coca-Cola Company (KO) | 0.5 | $4.6M | 72k | 63.61 | ||
Select Sector Spdr Tr Financial (XLF) | 0.5 | $4.5M | +10% | 131k | 34.20 | |
Weyerhaeuser Co Mtn Be Com New (WY) | 0.5 | $4.5M | 144k | 31.00 | ||
Ishares Tr Tips Bd Etf (TIP) | 0.5 | $4.4M | -5% | 41k | 106.44 | |
Bank of America Corporation (BAC) | 0.5 | $4.4M | 132k | 33.12 | ||
Abbvie (ABBV) | 0.5 | $4.4M | 27k | 161.61 | ||
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.5 | $4.3M | +8% | 32k | 135.85 | |
Lyondellbasell Industries N Shs - A - (LYB) | 0.5 | $4.3M | 52k | 83.03 | ||
Nike CL B (NKE) | 0.5 | $4.2M | 36k | 117.01 | ||
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.5 | $4.2M | -3% | 113k | 36.93 | |
Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.5 | $4.0M | 35k | 113.96 | ||
Danaher Corporation (DHR) | 0.5 | $4.0M | 15k | 265.42 | ||
Pinnacle Financial Partners (PNFP) | 0.4 | $3.9M | +6% | 54k | 73.40 | |
Novartis Sponsored Adr (NVS) | 0.4 | $3.9M | 43k | 90.72 | ||
ACI Worldwide (ACIW) | 0.4 | $3.8M | +2% | 163k | 23.00 | |
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.4 | $3.6M | 112k | 32.21 | ||
Ishares Tr Ibonds Dec (IBMM) | 0.4 | $3.4M | 134k | 25.75 | ||
Wal-Mart Stores (WMT) | 0.4 | $3.4M | 24k | 141.79 | ||
Chubb (CB) | 0.4 | $3.4M | 15k | 220.60 | ||
Costco Wholesale Corporation (COST) | 0.4 | $3.2M | 7.1k | 456.50 | ||
Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.4 | $3.2M | -5% | 64k | 50.33 | |
Southern Company (SO) | 0.3 | $2.9M | 41k | 71.41 | ||
Kimberly-Clark Corporation (KMB) | 0.3 | $2.9M | 21k | 135.75 | ||
Waste Management (WM) | 0.3 | $2.9M | 18k | 156.88 | ||
Wisdomtree Tr Em Ex St-owned (XSOE) | 0.3 | $2.8M | +12% | 106k | 26.68 | |
Old Republic International Corporation (ORI) | 0.3 | $2.8M | 117k | 24.15 | ||
Diageo Spon Adr New (DEO) | 0.3 | $2.8M | -2% | 16k | 178.19 | |
Ishares Tr Ibonds Dec 25 (IBMN) | 0.3 | $2.8M | 105k | 26.37 | ||
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.3 | $2.6M | -61% | 37k | 70.50 | |
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.3 | $2.5M | 122k | 20.49 | ||
Nucor Corporation (NUE) | 0.3 | $2.4M | -2% | 18k | 131.81 | |
Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.3 | $2.4M | +3% | 36k | 66.02 | |
Ishares Tr Msci Intl Qualty (IQLT) | 0.3 | $2.4M | 73k | 32.39 | ||
Southwest Airlines (LUV) | 0.3 | $2.3M | +6% | 70k | 33.67 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $2.3M | 8.5k | 266.28 | ||
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.3 | $2.3M | -2% | 45k | 50.53 | |
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $2.2M | 30k | 75.19 | ||
Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $2.2M | 25k | 88.23 | ||
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.2 | $2.2M | 34k | 63.90 | ||
Cisco Systems (CSCO) | 0.2 | $2.1M | 44k | 47.64 | ||
Abbott Laboratories (ABT) | 0.2 | $2.1M | 19k | 109.79 | ||
Kosmos Energy (KOS) | 0.2 | $2.1M | +20% | 327k | 6.36 | |
Home Depot (HD) | 0.2 | $2.1M | 6.5k | 315.86 | ||
Magnite Ord (MGNI) | 0.2 | $2.0M | 193k | 10.59 | ||
salesforce (CRM) | 0.2 | $2.0M | +28% | 15k | 132.59 | |
Bristol Myers Squibb (BMY) | 0.2 | $1.9M | 27k | 71.95 | ||
Novo-nordisk A S Adr (NVO) | 0.2 | $1.8M | 14k | 135.34 | ||
Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) | 0.2 | $1.8M | -2% | 85k | 20.98 | |
Organon & Co Common Stock (OGN) | 0.2 | $1.8M | -10% | 63k | 27.93 | |
Eli Lilly & Co. (LLY) | 0.2 | $1.7M | 4.7k | 365.84 | ||
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $1.7M | 39k | 44.81 | ||
CSX Corporation (CSX) | 0.2 | $1.7M | 56k | 30.98 | ||
General Dynamics Corporation (GD) | 0.2 | $1.7M | -2% | 6.8k | 248.11 | |
Becton, Dickinson and (BDX) | 0.2 | $1.6M | 6.4k | 254.30 | ||
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $1.6M | +16% | 4.2k | 382.43 | |
Intel Corporation (INTC) | 0.2 | $1.6M | -4% | 61k | 26.43 | |
3M Company (MMM) | 0.2 | $1.6M | -4% | 13k | 119.92 | |
Moderna (MRNA) | 0.2 | $1.5M | -3% | 8.6k | 179.62 | |
Chart Industries (GTLS) | 0.2 | $1.5M | +75% | 13k | 115.23 | |
Raytheon Technologies Corp (RTX) | 0.2 | $1.4M | 14k | 100.92 | ||
Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $1.4M | 5.2k | 266.84 | ||
AFLAC Incorporated (AFL) | 0.2 | $1.4M | 19k | 71.94 | ||
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.3M | +3% | 3.7k | 351.37 | |
American Express Company (AXP) | 0.1 | $1.3M | 8.5k | 147.75 | ||
Clearwater Paper (CLW) | 0.1 | $1.2M | -8% | 33k | 37.81 | |
Honeywell International (HON) | 0.1 | $1.2M | 5.8k | 214.30 | ||
Qualcomm (QCOM) | 0.1 | $1.2M | 11k | 109.94 | ||
Mastercard Incorporated Cl A (MA) | 0.1 | $1.2M | 3.4k | 347.73 | ||
Automatic Data Processing (ADP) | 0.1 | $1.2M | -2% | 4.9k | 238.86 | |
Caterpillar (CAT) | 0.1 | $1.2M | -2% | 4.8k | 239.56 | |
Hershey Company (HSY) | 0.1 | $1.1M | 4.9k | 231.57 | ||
Ishares Tr Ibonds Dec 26 (IBMO) | 0.1 | $1.1M | 44k | 25.21 | ||
Nextera Energy (NEE) | 0.1 | $1.1M | 13k | 83.60 | ||
Ishares Tr Ibonds Dec 27 (IBMP) | 0.1 | $1.1M | 43k | 25.07 | ||
First Horizon National Corporation (FHN) | 0.1 | $1.1M | -15% | 44k | 24.50 | |
Amazon (AMZN) | 0.1 | $1.1M | +8% | 13k | 84.00 | |
Visa Com Cl A (V) | 0.1 | $1.0M | 5.0k | 207.76 | ||
Philip Morris International (PM) | 0.1 | $1.0M | 9.9k | 101.21 | ||
Walt Disney Company (DIS) | 0.1 | $1.0M | -11% | 12k | 86.88 | |
Oracle Corporation (ORCL) | 0.1 | $1.0M | 12k | 81.74 | ||
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $976k | +3% | 12k | 81.17 | |
Allstate Corporation (ALL) | 0.1 | $975k | 7.2k | 135.60 | ||
Mondelez Intl Cl A (MDLZ) | 0.1 | $972k | 15k | 66.65 | ||
Palo Alto Networks (PANW) | 0.1 | $964k | +160% | 6.9k | 139.54 | |
Cintas Corporation (CTAS) | 0.1 | $903k | 2.0k | 451.62 | ||
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $899k | +10% | 5.7k | 158.80 | |
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $892k | 22k | 40.51 | ||
TJX Companies (TJX) | 0.1 | $888k | 11k | 79.60 | ||
Truist Financial Corp equities (TFC) | 0.1 | $866k | 20k | 43.03 | ||
Stryker Corporation (SYK) | 0.1 | $863k | 3.5k | 244.49 | ||
Global Payments (GPN) | 0.1 | $837k | 8.4k | 99.32 | ||
Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $836k | 6.3k | 132.86 | ||
Hasbro (HAS) | 0.1 | $830k | -17% | 14k | 61.01 | |
BlackRock (BLK) | 0.1 | $820k | 1.2k | 708.63 | ||
Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $808k | -7% | 12k | 65.64 | |
Unilever Spon Adr New (UL) | 0.1 | $806k | -2% | 16k | 50.35 | |
Public Service Enterprise (PEG) | 0.1 | $793k | -2% | 13k | 61.27 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $785k | 3.7k | 214.24 | ||
Select Sector Spdr Tr Energy (XLE) | 0.1 | $724k | 8.3k | 87.47 | ||
Microchip Technology (MCHP) | 0.1 | $714k | 10k | 70.25 | ||
MetLife (MET) | 0.1 | $708k | 9.8k | 72.37 | ||
Shell Spon Ads (SHEL) | 0.1 | $693k | 12k | 56.95 | ||
Morgan Stanley Com New (MS) | 0.1 | $689k | 8.1k | 85.02 | ||
Charles Schwab Corporation (SCHW) | 0.1 | $665k | 8.0k | 83.26 | ||
Amgen (AMGN) | 0.1 | $632k | -6% | 2.4k | 262.64 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $622k | +12% | 1.6k | 384.11 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $618k | 3.5k | 174.37 | ||
Ishares Tr Short Treas Bd (SHV) | 0.1 | $609k | -14% | 5.5k | 109.92 | |
Ishares Tr TRS FLT RT BD (TFLO) | 0.1 | $601k | -8% | 12k | 50.41 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $581k | 3.8k | 151.65 | ||
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $568k | -12% | 7.5k | 75.28 | |
Ecolab (ECL) | 0.1 | $567k | 3.9k | 145.56 | ||
SYSCO Corporation (SYY) | 0.1 | $556k | 7.3k | 76.45 | ||
Illinois Tool Works (ITW) | 0.1 | $552k | 2.5k | 220.30 | ||
Lowe's Companies (LOW) | 0.1 | $551k | +3% | 2.8k | 199.24 | |
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $549k | -51% | 9.9k | 55.56 | |
Yum! Brands (YUM) | 0.1 | $549k | 4.3k | 128.08 | ||
Vanguard World Fds Consum Stp Etf (VDC) | 0.1 | $545k | 2.8k | 191.57 | ||
Silvergate Cap Corp Cl A (SI) | 0.1 | $537k | -9% | 31k | 17.40 | |
Wells Fargo & Company (WFC) | 0.1 | $531k | -5% | 13k | 41.29 | |
M&T Bank Corporation (MTB) | 0.1 | $518k | 3.6k | 145.06 | ||
Comcast Corp Cl A (CMCSA) | 0.1 | $513k | -18% | 15k | 34.97 | |
Capstar Finl Hldgs (CSTR) | 0.1 | $495k | 28k | 17.66 | ||
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.1 | $492k | 24k | 20.14 | ||
Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $487k | 2.4k | 202.94 | ||
Ishares Tr Ibds Dec28 Etf (IBDT) | 0.1 | $486k | 20k | 24.29 | ||
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $485k | -17% | 6.7k | 71.84 | |
Altria (MO) | 0.1 | $482k | 11k | 45.71 | ||
Signature Bank (SBNY) | 0.1 | $477k | -9% | 4.1k | 115.22 | |
At&t (T) | 0.1 | $472k | -9% | 26k | 18.41 | |
Anterix Inc. Atex (ATEX) | 0.1 | $465k | +24% | 15k | 32.17 | |
Phillips 66 (PSX) | 0.1 | $459k | -4% | 4.4k | 104.08 | |
Aspen Aerogels (ASPN) | 0.1 | $448k | +16% | 38k | 11.79 | |
FedEx Corporation (FDX) | 0.0 | $426k | 2.5k | 173.20 | ||
Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.0 | $418k | -2% | 10k | 40.90 | |
Akero Therapeutics (AKRO) | 0.0 | $415k | -21% | 7.6k | 54.80 | |
Progressive Corporation (PGR) | 0.0 | $409k | 3.2k | 129.71 | ||
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $400k | -2% | 4.1k | 98.65 | |
Baxter International (BAX) | 0.0 | $390k | -3% | 7.7k | 50.97 | |
Discover Financial Services (DFS) | 0.0 | $379k | 3.9k | 97.83 | ||
Brown Forman Corp CL B (BF.B) | 0.0 | $377k | 5.7k | 65.68 | ||
L3harris Technologies (LHX) | 0.0 | $375k | 1.8k | 208.21 | ||
United Cmnty Bks Ga Cap Stk (UCBI) | 0.0 | $371k | -63% | 11k | 33.80 | |
Meta Platforms Cl A (META) | 0.0 | $360k | +6% | 3.0k | 120.34 | |
Dorman Products (DORM) | 0.0 | $359k | 4.4k | 80.87 | ||
Colgate-Palmolive Company (CL) | 0.0 | $359k | 4.6k | 78.79 | ||
Ishares Tr Select Divid Etf (DVY) | 0.0 | $353k | 2.9k | 120.60 | ||
Northrop Grumman Corporation (NOC) | 0.0 | $350k | 641.00 | 545.61 | ||
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) | 0.0 | $347k | -2% | 8.3k | 41.54 | |
Ishares Msci Emerg Mrkt (EEMV) | 0.0 | $344k | -35% | 6.5k | 53.05 | |
Renasant (RNST) | 0.0 | $342k | 9.1k | 37.59 | ||
HealthStream (HSTM) | 0.0 | $335k | 14k | 24.84 | ||
T. Rowe Price (TROW) | 0.0 | $330k | -3% | 3.0k | 109.06 | |
Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $323k | 7.1k | 45.50 | ||
CVS Caremark Corporation (CVS) | 0.0 | $318k | +3% | 3.4k | 93.19 | |
Medical Properties Trust (MPW) | 0.0 | $318k | -19% | 29k | 11.14 | |
Delta Air Lines Inc Del Com New (DAL) | 0.0 | $315k | +7% | 9.6k | 32.86 | |
Eaton Corp SHS (ETN) | 0.0 | $301k | 1.9k | 156.95 | ||
Dermtech Ord ord (DMTK) | 0.0 | $294k | +36% | 166k | 1.77 | |
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $291k | NEW | 12k | 23.67 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $289k | 4.9k | 58.50 | ||
Ford Motor Company (F) | 0.0 | $287k | 25k | 11.63 | ||
Union Pacific Corporation (UNP) | 0.0 | $286k | 1.4k | 207.07 | ||
Synovus Finl Corp Com New (SNV) | 0.0 | $282k | 7.5k | 37.55 | ||
Diamondback Energy (FANG) | 0.0 | $280k | +8% | 2.0k | 136.78 | |
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.0 | $280k | 15k | 19.00 | ||
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.0 | $279k | 15k | 18.93 | ||
Carrier Global Corporation (CARR) | 0.0 | $276k | 6.7k | 41.25 | ||
Cal Maine Foods Com New (CALM) | 0.0 | $272k | 5.0k | 54.45 | ||
Xcel Energy (XEL) | 0.0 | $272k | 3.9k | 70.11 | ||
Wright Express (WEX) | 0.0 | $266k | -15% | 1.6k | 163.65 | |
Target Corporation (TGT) | 0.0 | $266k | +2% | 1.8k | 149.04 | |
Realty Income (O) | 0.0 | $260k | +17% | 4.1k | 63.43 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $259k | NEW | 585.00 | 442.79 | |
Ishares Tr Ibonds Dec2023 (IBML) | 0.0 | $254k | 10k | 25.35 | ||
Air Products & Chemicals (APD) | 0.0 | $253k | NEW | 820.00 | 308.26 | |
Clorox Company (CLX) | 0.0 | $251k | 1.8k | 140.33 | ||
Tesla Motors (TSLA) | 0.0 | $244k | +36% | 2.0k | 123.18 | |
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $241k | 4.3k | 55.44 | ||
Fifth Third Ban (FITB) | 0.0 | $238k | 7.2k | 32.81 | ||
H&R Block (HRB) | 0.0 | $237k | 6.5k | 36.51 | ||
Empire St Rlty Op Unit Ltd Prtnsp (ESBA) | 0.0 | $236k | 36k | 6.53 | ||
EastGroup Properties (EGP) | 0.0 | $228k | -20% | 1.5k | 148.08 | |
Ishares Gold Tr Ishares New (IAU) | 0.0 | $226k | 6.5k | 34.59 | ||
Potlatch Corporation (PCH) | 0.0 | $224k | 5.1k | 43.99 | ||
Moody's Corporation (MCO) | 0.0 | $223k | NEW | 800.00 | 278.62 | |
Kellogg Company (K) | 0.0 | $222k | 3.1k | 71.24 | ||
Johnson Ctls Intl SHS (JCI) | 0.0 | $221k | NEW | 3.5k | 64.00 | |
Ishares Tr Us Regnl Bks Etf (IAT) | 0.0 | $219k | 4.6k | 47.64 | ||
Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $219k | -7% | 905.00 | 241.89 | |
Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $218k | NEW | 1.5k | 145.07 | |
Walgreen Boots Alliance (WBA) | 0.0 | $218k | NEW | 5.8k | 37.36 | |
Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $216k | NEW | 1.6k | 135.21 | |
Fortive (FTV) | 0.0 | $211k | NEW | 3.3k | 64.25 | |
Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $206k | 2.1k | 96.96 | ||
Ishares Tr Core Total Usd (IUSB) | 0.0 | $206k | -17% | 4.6k | 44.93 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $206k | -57% | 2.2k | 94.64 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $203k | NEW | 1.4k | 141.25 | |
Boeing Company (BA) | 0.0 | $203k | NEW | 1.1k | 190.49 | |
Texas Instruments Incorporated (TXN) | 0.0 | $201k | NEW | 1.2k | 165.22 | |
Sofi Technologies (SOFI) | 0.0 | $175k | +15% | 38k | 4.61 | |
Alpine Summit Enrgy Prtnrs I Cl A Sub Vtg Shs (ALPS) | 0.0 | $165k | 33k | 5.01 | ||
Rimini Str Inc Del (RMNI) | 0.0 | $50k | -18% | 13k | 3.81 | |
Mfs Inter Income Tr Sh Ben Int (MIN) | 0.0 | $28k | 10k | 2.76 | ||
Gran Tierra Energy (GTE) | 0.0 | $19k | 19k | 0.99 |
Past Filings by Woodmont Investment Counsel
SEC 13F filings are viewable for Woodmont Investment Counsel going back to 2011
- Woodmont Investment Counsel 2022 Q4 filed Jan. 31, 2023
- Woodmont Investment Counsel 2022 Q3 filed Nov. 8, 2022
- Woodmont Investment Counsel 2022 Q2 filed Aug. 9, 2022
- Woodmont Investment Counsel 2022 Q1 filed May 12, 2022
- Woodmont Investment Counsel 2021 Q4 filed Feb. 2, 2022
- Woodmont Investment Counsel 2021 Q3 filed Nov. 12, 2021
- Woodmont Investment Counsel 2021 Q2 filed Aug. 16, 2021
- Woodmont Investment Counsel 2021 Q1 filed May 17, 2021
- Woodmont Investment Counsel 2020 Q4 filed Feb. 16, 2021
- Woodmont Investment Counsel 2020 Q3 filed Nov. 16, 2020
- Woodmont Investment Counsel 2020 Q2 filed Aug. 14, 2020
- Woodmont Investment Counsel 2020 Q1 filed May 15, 2020
- Woodmont Investment Counsel 2019 Q4 filed Feb. 14, 2020
- Woodmont Investment Counsel 2019 Q3 filed Nov. 14, 2019
- Woodmont Investment Counsel 2019 Q2 filed Aug. 14, 2019
- Woodmont Investment Counsel 2019 Q1 filed May 15, 2019