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, MSFT, and represent 31.85% of Woodmont Investment Counsel's stock portfolio.
- Added to shares of these 10 stocks: IXJ (+$26M), VUG (+$5.5M), VTV, VEA, SHY, IEI, IBDT, NVDA, SGOV, GOOGL.
- Started 11 new stock positions in FTCS, NHI, MARB, APD, JMUB, CPRT, CGDV, IWY, HYBL, FNX. RDVY.
- Reduced shares in these 10 stocks: IBDU (-$22M), KMB, PNFP, MGNI, HCA, CAT, IBDP, MS, USB, ALL.
- Sold out of its positions in ALL, ELV, BF.A, CVS, CRL, CLX, DMTKQ, DFS, VBND, FPE.
- Woodmont Investment Counsel was a net buyer of stock by $17M.
- Woodmont Investment Counsel has $1.2B in assets under management (AUM), dropping by 3.13%.
- Central Index Key (CIK): 0001133653
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Portfolio Holdings for Woodmont Investment Counsel
Woodmont Investment Counsel holds 248 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Growth Etf (VUG) | 12.1 | $148M | +3% | 396k | 374.01 |
|
| Vanguard Index Fds Value Etf (VTV) | 8.6 | $105M | +4% | 656k | 160.41 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 5.1 | $63M | +4% | 1.3M | 49.42 |
|
| Apple (AAPL) | 3.1 | $38M | 181k | 210.62 |
|
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| Microsoft Corporation (MSFT) | 2.9 | $36M | 80k | 446.95 |
|
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 2.8 | $34M | +6% | 1.4M | 24.77 |
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 2.3 | $28M | +3% | 1.2M | 23.73 |
|
| Ishares Tr Glob Hlthcre Etf (IXJ) | 2.1 | $26M | +115117000% | 1.2M | 22.67 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.9 | $23M | 87k | 267.51 |
|
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 1.8 | $22M | +4% | 934k | 23.82 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 1.8 | $22M | +3% | 99k | 218.04 |
|
| Broadcom (AVGO) | 1.8 | $22M | -2% | 13k | 1605.53 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.8 | $22M | 89k | 242.10 |
|
|
| Merck & Co (MRK) | 1.6 | $20M | 162k | 123.80 |
|
|
| Hca Holdings (HCA) | 1.5 | $18M | -6% | 57k | 321.28 |
|
| Chevron Corporation (CVX) | 1.4 | $17M | 111k | 156.42 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.4 | $17M | +2% | 85k | 202.26 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 1.4 | $17M | +16% | 145k | 115.47 |
|
| Duke Energy Corp Com New (DUK) | 1.4 | $17M | +3% | 166k | 100.23 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 1.2 | $15M | +10% | 147k | 100.71 |
|
| Procter & Gamble Company (PG) | 1.1 | $14M | 85k | 164.92 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $13M | 72k | 183.42 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.1 | $13M | +2% | 219k | 58.64 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $13M | 31k | 406.80 |
|
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 1.0 | $13M | +6% | 335k | 37.67 |
|
| Johnson & Johnson (JNJ) | 1.0 | $12M | +3% | 85k | 146.16 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.0 | $12M | +27% | 147k | 81.65 |
|
| UnitedHealth (UNH) | 0.9 | $11M | +4% | 22k | 509.26 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.9 | $11M | -5% | 207k | 51.24 |
|
| United Parcel Service CL B (UPS) | 0.9 | $11M | +9% | 77k | 136.85 |
|
| Lockheed Martin Corporation (LMT) | 0.8 | $10M | +12% | 22k | 467.10 |
|
| Stonex Group (SNEX) | 0.8 | $9.8M | 131k | 75.31 |
|
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.8 | $9.2M | -5% | 158k | 57.99 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.7 | $9.0M | +2% | 37k | 246.63 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.7 | $8.8M | -2% | 74k | 118.60 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.7 | $8.3M | -2% | 46k | 182.55 |
|
| Verizon Communications (VZ) | 0.7 | $8.3M | +6% | 200k | 41.24 |
|
| Chubb (CB) | 0.7 | $8.1M | +3% | 32k | 255.08 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.6 | $7.2M | 50k | 145.75 |
|
|
| Emerson Electric (EMR) | 0.6 | $7.0M | +2% | 64k | 110.16 |
|
| Coca-Cola Company (KO) | 0.6 | $6.7M | +3% | 106k | 63.65 |
|
| Pepsi (PEP) | 0.5 | $6.7M | -4% | 40k | 164.93 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.5 | $6.1M | +3% | 64k | 95.66 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $6.0M | +26% | 33k | 182.15 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $5.7M | 49k | 115.12 |
|
|
| Costco Wholesale Corporation (COST) | 0.5 | $5.6M | 6.6k | 849.99 |
|
|
| Home Depot (HD) | 0.4 | $5.4M | +7% | 16k | 344.24 |
|
| Paychex (PAYX) | 0.4 | $5.3M | -2% | 45k | 118.56 |
|
| Enterprise Products Partners (EPD) | 0.4 | $5.0M | -5% | 172k | 28.98 |
|
| Palo Alto Networks (PANW) | 0.4 | $5.0M | +2% | 15k | 339.01 |
|
| Vaneck Etf Trust Morningstar Smid (SMOT) | 0.4 | $4.9M | +4% | 153k | 31.96 |
|
| Wal-Mart Stores (WMT) | 0.4 | $4.8M | +2% | 71k | 67.71 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $4.7M | -7% | 107k | 43.76 |
|
| salesforce (CRM) | 0.4 | $4.7M | +2% | 18k | 257.10 |
|
| Pfizer (PFE) | 0.4 | $4.5M | +34% | 162k | 27.98 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $4.4M | 4.9k | 905.38 |
|
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| Abbvie (ABBV) | 0.4 | $4.4M | 26k | 171.52 |
|
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| Bank of America Corporation (BAC) | 0.4 | $4.4M | 110k | 39.77 |
|
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| Harrow Health (HROW) | 0.4 | $4.3M | -2% | 206k | 20.89 |
|
| Pinnacle Financial Partners (PNFP) | 0.3 | $4.3M | -34% | 53k | 80.04 |
|
| Novo-nordisk A S Adr (NVO) | 0.3 | $4.2M | +4% | 29k | 142.74 |
|
| Novartis Sponsored Adr (NVS) | 0.3 | $4.1M | -3% | 38k | 106.46 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $3.8M | -3% | 22k | 170.76 |
|
| Old Republic International Corporation (ORI) | 0.3 | $3.8M | 123k | 30.90 |
|
|
| McDonald's Corporation (MCD) | 0.3 | $3.8M | -6% | 15k | 254.84 |
|
| ACI Worldwide (ACIW) | 0.3 | $3.5M | -12% | 89k | 39.59 |
|
| Chart Industries (GTLS) | 0.3 | $3.4M | +6% | 24k | 144.34 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $3.4M | 7.1k | 479.11 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.3 | $3.4M | -7% | 63k | 53.53 |
|
| Waste Management (WM) | 0.3 | $3.4M | 16k | 213.34 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $3.3M | 87k | 38.42 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $3.2M | 6.0k | 544.22 |
|
|
| Amazon (AMZN) | 0.3 | $3.2M | +7% | 17k | 193.25 |
|
| Danaher Corporation (DHR) | 0.3 | $3.2M | -4% | 13k | 249.85 |
|
| Southern Company (SO) | 0.2 | $2.8M | 36k | 77.57 |
|
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.2 | $2.8M | 43k | 64.00 |
|
|
| General Mills (GIS) | 0.2 | $2.7M | -5% | 42k | 63.26 |
|
| Ishares Tr Ibonds Dec 25 (IBMN) | 0.2 | $2.6M | +4% | 99k | 26.48 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $2.6M | 35k | 74.08 |
|
|
| Meta Platforms Cl A (META) | 0.2 | $2.6M | 5.1k | 504.24 |
|
|
| Nucor Corporation (NUE) | 0.2 | $2.5M | 16k | 158.08 |
|
|
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.2 | $2.3M | -10% | 81k | 28.39 |
|
| Nike CL B (NKE) | 0.2 | $2.3M | -5% | 30k | 75.37 |
|
| General Dynamics Corporation (GD) | 0.2 | $2.2M | +2% | 7.7k | 290.14 |
|
| Target Corporation (TGT) | 0.2 | $2.2M | +18% | 15k | 148.04 |
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.2 | $2.2M | -3% | 31k | 69.36 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $2.2M | 4.3k | 500.17 |
|
|
| NVIDIA Corporation (NVDA) | 0.2 | $2.1M | +1051% | 17k | 123.54 |
|
| American Express Company (AXP) | 0.2 | $2.1M | 9.1k | 231.55 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $2.1M | +40% | 3.8k | 547.17 |
|
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.2 | $2.0M | -14% | 74k | 27.44 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $2.0M | +2% | 4.6k | 441.16 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.2 | $2.0M | 41k | 47.44 |
|
|
| AFLAC Incorporated (AFL) | 0.2 | $1.9M | 22k | 89.31 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.2 | $1.9M | 29k | 64.95 |
|
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.2 | $1.9M | 48k | 39.05 |
|
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| Cisco Systems (CSCO) | 0.2 | $1.8M | 39k | 47.51 |
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| Abbott Laboratories (ABT) | 0.1 | $1.8M | 18k | 103.91 |
|
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| Workday Cl A (WDAY) | 0.1 | $1.8M | 8.2k | 223.56 |
|
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| CSX Corporation (CSX) | 0.1 | $1.8M | 53k | 33.45 |
|
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| Clearwater Paper (CLW) | 0.1 | $1.7M | 36k | 48.47 |
|
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| Diageo Spon Adr New (DEO) | 0.1 | $1.7M | -10% | 13k | 126.08 |
|
| Applied Digital Corp Com New (APLD) | 0.1 | $1.6M | +8% | 272k | 5.95 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $1.6M | -2% | 23k | 68.14 |
|
| Visa Com Cl A (V) | 0.1 | $1.6M | +7% | 6.0k | 262.47 |
|
| Oracle Corporation (ORCL) | 0.1 | $1.5M | +6% | 11k | 141.20 |
|
| Moderna (MRNA) | 0.1 | $1.5M | -14% | 13k | 118.75 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $1.5M | 19k | 77.28 |
|
|
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.1 | $1.5M | +6% | 51k | 28.87 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.5M | -6% | 4.8k | 303.41 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $1.4M | +7% | 14k | 100.39 |
|
| Ishares Tr Ibonds Dec 27 (IBMP) | 0.1 | $1.4M | +12% | 56k | 25.01 |
|
| Cintas Corporation (CTAS) | 0.1 | $1.4M | 2.0k | 700.26 |
|
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| Ishares Tr Ibonds Dec 26 (IBMO) | 0.1 | $1.4M | +8% | 54k | 25.32 |
|
| Ishares Tr Ibonds Dec 28 (IBMQ) | 0.1 | $1.4M | +28% | 55k | 25.02 |
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.1 | $1.4M | -2% | 71k | 19.22 |
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| Qualcomm (QCOM) | 0.1 | $1.4M | 6.8k | 199.18 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $1.3M | 5.1k | 260.70 |
|
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| Anterix Inc. Atex (ATEX) | 0.1 | $1.3M | +4% | 34k | 39.59 |
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| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.1 | $1.3M | +41% | 40k | 32.25 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $1.3M | 51k | 25.33 |
|
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| Becton, Dickinson and (BDX) | 0.1 | $1.2M | -2% | 5.2k | 233.71 |
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| Stryker Corporation (SYK) | 0.1 | $1.2M | -12% | 3.5k | 340.25 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.2M | -10% | 3.2k | 364.51 |
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| Walt Disney Company (DIS) | 0.1 | $1.2M | +10% | 12k | 99.29 |
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| Kosmos Energy (KOS) | 0.1 | $1.1M | -5% | 207k | 5.54 |
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| Honeywell International (HON) | 0.1 | $1.1M | -15% | 5.3k | 213.54 |
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| Global Payments (GPN) | 0.1 | $1.1M | +8% | 12k | 96.70 |
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| Automatic Data Processing (ADP) | 0.1 | $1.0M | -8% | 4.3k | 238.69 |
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| TJX Companies (TJX) | 0.1 | $995k | +4% | 9.0k | 110.10 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $993k | 13k | 78.33 |
|
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $951k | 9.4k | 100.84 |
|
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $938k | -2% | 14k | 65.44 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $926k | -3% | 5.5k | 168.79 |
|
| Intel Corporation (INTC) | 0.1 | $916k | -14% | 30k | 30.97 |
|
| Hershey Company (HSY) | 0.1 | $896k | -11% | 4.9k | 183.83 |
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| Copart (CPRT) | 0.1 | $896k | NEW | 17k | 54.16 |
|
| Ishares Tr Ibonds Dec (IBMM) | 0.1 | $895k | -24% | 34k | 26.05 |
|
| Ecolab (ECL) | 0.1 | $872k | +3% | 3.7k | 238.00 |
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| BlackRock (BLK) | 0.1 | $864k | 1.1k | 787.32 |
|
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| Ishares Tr Ibonds Dec24 Etf (IBDP) | 0.1 | $844k | -49% | 34k | 25.13 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $838k | 9.2k | 91.15 |
|
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| Caterpillar (CAT) | 0.1 | $836k | -51% | 2.5k | 333.10 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $820k | -3% | 17k | 47.45 |
|
| Public Service Enterprise (PEG) | 0.1 | $817k | 11k | 73.70 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $812k | +89% | 16k | 50.74 |
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| Microchip Technology (MCHP) | 0.1 | $808k | 8.8k | 91.50 |
|
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $793k | -6% | 3.9k | 202.90 |
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| FedEx Corporation (FDX) | 0.1 | $793k | 2.6k | 299.84 |
|
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| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.1 | $768k | -28% | 31k | 24.86 |
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| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.1 | $764k | -15% | 15k | 50.47 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $764k | -15% | 4.2k | 182.52 |
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| Nextera Energy (NEE) | 0.1 | $713k | 10k | 70.81 |
|
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| Progressive Corporation (PGR) | 0.1 | $711k | -28% | 3.4k | 207.71 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $704k | 4.0k | 174.47 |
|
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| Amgen (AMGN) | 0.1 | $696k | -3% | 2.2k | 312.45 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $684k | 17k | 41.11 |
|
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| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.1 | $678k | -14% | 35k | 19.18 |
|
| MetLife (MET) | 0.1 | $676k | -9% | 9.6k | 70.19 |
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| Us Bancorp Del Com New (USB) | 0.1 | $665k | -52% | 17k | 39.70 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $652k | -7% | 16k | 41.53 |
|
| Eaton Corp SHS (ETN) | 0.1 | $641k | 2.0k | 313.55 |
|
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| Shell Spon Ads (SHEL) | 0.1 | $632k | 8.8k | 72.18 |
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| Wells Fargo & Company (WFC) | 0.1 | $624k | -2% | 11k | 59.39 |
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| Goldman Sachs (GS) | 0.0 | $608k | 1.3k | 452.32 |
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| Aspen Aerogels (ASPN) | 0.0 | $605k | -39% | 25k | 23.85 |
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| Illinois Tool Works (ITW) | 0.0 | $595k | 2.5k | 236.96 |
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| Lowe's Companies (LOW) | 0.0 | $592k | -3% | 2.7k | 220.46 |
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| Vanguard World Consum Stp Etf (VDC) | 0.0 | $575k | 2.8k | 203.03 |
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| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.0 | $550k | +17% | 17k | 32.89 |
|
| Philip Morris International (PM) | 0.0 | $544k | 5.4k | 101.33 |
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| At&t (T) | 0.0 | $525k | -2% | 28k | 19.11 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $520k | +816% | 17k | 31.55 |
|
| Netflix (NFLX) | 0.0 | $501k | +4% | 742.00 | 674.88 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $500k | 5.4k | 92.54 |
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| Phillips 66 (PSX) | 0.0 | $489k | 3.5k | 141.17 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $486k | +49% | 4.0k | 120.98 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.0 | $475k | NEW | 14k | 33.00 |
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| Unilever Spon Adr New (UL) | 0.0 | $473k | +25% | 8.6k | 54.99 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $459k | 3.8k | 120.74 |
|
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| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.0 | $456k | +12% | 18k | 25.72 |
|
| International Business Machines (IBM) | 0.0 | $452k | +8% | 2.6k | 172.95 |
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| SYSCO Corporation (SYY) | 0.0 | $448k | 6.3k | 71.39 |
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| Yum! Brands (YUM) | 0.0 | $442k | 3.3k | 132.46 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $441k | 825.00 | 534.77 |
|
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| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.0 | $439k | +41% | 15k | 29.44 |
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| Ameriprise Financial (AMP) | 0.0 | $438k | 1.0k | 427.19 |
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| Diamondback Energy (FANG) | 0.0 | $423k | 2.1k | 200.19 |
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| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.0 | $395k | 7.7k | 51.30 |
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| Southwest Airlines (LUV) | 0.0 | $387k | 14k | 28.61 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $383k | NEW | 1.8k | 214.52 |
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| Carrier Global Corporation (CARR) | 0.0 | $382k | 6.1k | 63.08 |
|
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| Colgate-Palmolive Company (CL) | 0.0 | $378k | 3.9k | 97.04 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $377k | 7.1k | 53.13 |
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| Applied Materials (AMAT) | 0.0 | $371k | +2% | 1.6k | 235.99 |
|
| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.0 | $369k | 18k | 21.06 |
|
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $365k | -41% | 9.5k | 38.41 |
|
| Louisiana-Pacific Corporation (LPX) | 0.0 | $360k | 4.4k | 82.33 |
|
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| Kimberly-Clark Corporation (KMB) | 0.0 | $344k | -88% | 2.5k | 138.20 |
|
| M&T Bank Corporation (MTB) | 0.0 | $343k | -9% | 2.3k | 151.36 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $337k | +163% | 6.0k | 56.68 |
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| Moody's Corporation (MCO) | 0.0 | $337k | 800.00 | 420.93 |
|
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| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $336k | 8.1k | 41.53 |
|
|
| Empire St Rlty Op Unit Ltd Prtnsp (ESBA) | 0.0 | $330k | 36k | 9.12 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $325k | 7.4k | 43.93 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $325k | 1.8k | 182.01 |
|
|
| 3M Company (MMM) | 0.0 | $320k | -7% | 3.1k | 102.19 |
|
| EOG Resources (EOG) | 0.0 | $316k | -21% | 2.5k | 125.87 |
|
| Ssga Active Tr Spdr Blackstone (HYBL) | 0.0 | $316k | NEW | 11k | 28.26 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $315k | 3.0k | 106.66 |
|
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.0 | $310k | NEW | 6.1k | 50.38 |
|
| Travelers Companies (TRV) | 0.0 | $309k | 1.5k | 203.34 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $308k | 1.4k | 226.26 |
|
|
| W.W. Grainger (GWW) | 0.0 | $308k | 341.00 | 902.24 |
|
|
| Cal Maine Foods Com New (CALM) | 0.0 | $306k | 5.0k | 61.11 |
|
|
| Synovus Finl Corp Com New (SNV) | 0.0 | $301k | 7.5k | 40.19 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $295k | -2% | 3.1k | 95.47 |
|
| L3harris Technologies (LHX) | 0.0 | $293k | 1.3k | 224.58 |
|
|
| Magnite Ord (MGNI) | 0.0 | $285k | -82% | 21k | 13.29 |
|
| Ford Motor Company (F) | 0.0 | $284k | 23k | 12.54 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $278k | +8% | 1.7k | 162.21 |
|
| Graniteshares Gold Tr Shs Ben Int (BAR) | 0.0 | $278k | 12k | 22.96 |
|
|
| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.0 | $276k | 9.0k | 30.63 |
|
|
| H&R Block (HRB) | 0.0 | $274k | 5.0k | 54.23 |
|
|
| Zoetis Cl A (ZTS) | 0.0 | $270k | 1.6k | 173.36 |
|
|
| Tcw Etf Trust Transfrm 500 Etf (VOTE) | 0.0 | $266k | 4.2k | 63.58 |
|
|
| Cigna Corp (CI) | 0.0 | $262k | -27% | 792.00 | 330.57 |
|
| First Tr Exchange-traded Merger Arbitra (MARB) | 0.0 | $259k | NEW | 15k | 17.36 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $259k | -33% | 6.6k | 39.16 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $256k | 3.5k | 72.06 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $253k | 1.3k | 194.53 |
|
|
| Brown Forman Corp CL B (BF.B) | 0.0 | $248k | 5.7k | 43.19 |
|
|
| Renasant (RNST) | 0.0 | $247k | 8.1k | 30.54 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $247k | 566.00 | 435.95 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $245k | NEW | 951.00 | 258.05 |
|
| Devon Energy Corporation (DVN) | 0.0 | $245k | -10% | 5.2k | 47.40 |
|
| Fifth Third Ban (FITB) | 0.0 | $242k | 6.6k | 36.49 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $230k | -17% | 3.0k | 76.69 |
|
| Fortive (FTV) | 0.0 | $228k | -2% | 3.1k | 74.10 |
|
| Carlisle Companies (CSL) | 0.0 | $221k | 546.00 | 405.21 |
|
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.0 | $217k | NEW | 2.6k | 84.04 |
|
| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.0 | $216k | NEW | 3.9k | 54.75 |
|
| Altria (MO) | 0.0 | $211k | -4% | 4.6k | 45.55 |
|
| Tesla Motors (TSLA) | 0.0 | $207k | -38% | 1.0k | 197.88 |
|
| National Health Investors (NHI) | 0.0 | $207k | NEW | 3.1k | 67.73 |
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.0 | $205k | 10k | 20.45 |
|
|
| First Tr Mid Cap Core Alphad Com Shs (FNX) | 0.0 | $202k | NEW | 1.9k | 108.53 |
|
| 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 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
- Woodmont Investment Counsel 2020 Q4 filed Feb. 16, 2021
- Woodmont Investment Counsel 2020 Q3 filed Nov. 16, 2020