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
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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 | |
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Vanguard Index Fds Growth Etf (VUG) | 10.7 | $148M | 400k | 370.82 |
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Vanguard Index Fds Value Etf (VTV) | 9.1 | $126M | +5% | 729k | 172.74 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 5.1 | $71M | +7% | 1.4M | 50.83 |
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Ishares Tr Ibds Dec28 Etf (IBDT) | 3.0 | $41M | +6% | 1.6M | 25.26 |
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Apple (AAPL) | 2.8 | $40M | 178k | 222.13 |
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Ishares Tr Ibonds Dec 29 (IBDU) | 2.8 | $39M | +9% | 1.7M | 23.13 |
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Ishares Tr Ibonds 27 Etf (IBDS) | 2.5 | $35M | +5% | 1.4M | 24.18 |
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Microsoft Corporation (MSFT) | 2.2 | $31M | +2% | 82k | 375.39 |
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Ishares Tr Ibonds Dec2026 (IBDR) | 1.8 | $25M | 1.0M | 24.21 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 1.8 | $25M | 89k | 274.84 |
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Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 1.7 | $23M | +12% | 800k | 29.24 |
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Vanguard Index Fds Mid Cap Etf (VO) | 1.7 | $23M | 90k | 258.62 |
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Vanguard Index Fds Small Cp Etf (VB) | 1.6 | $23M | 102k | 221.75 |
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Broadcom (AVGO) | 1.6 | $22M | -2% | 129k | 167.43 |
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Duke Energy Corp Com New (DUK) | 1.5 | $21M | +3% | 173k | 121.97 |
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JPMorgan Chase & Co. (JPM) | 1.5 | $21M | 85k | 245.30 |
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Hca Holdings (HCA) | 1.5 | $20M | 59k | 345.55 |
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Stonex Group (SNEX) | 1.5 | $20M | +108% | 267k | 76.38 |
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Chevron Corporation (CVX) | 1.4 | $20M | +2% | 118k | 167.29 |
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Spdr Ser Tr Portfli Intrmdit (SPTI) | 1.2 | $17M | +21% | 589k | 28.58 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $17M | 32k | 532.58 |
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Johnson & Johnson (JNJ) | 1.1 | $16M | +4% | 94k | 165.84 |
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Merck & Co (MRK) | 1.1 | $15M | +5% | 170k | 89.76 |
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Procter & Gamble Company (PG) | 1.1 | $15M | 86k | 170.42 |
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 1.0 | $14M | +6% | 361k | 39.37 |
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.0 | $14M | +9% | 225k | 60.66 |
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Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.9 | $13M | 111k | 118.13 |
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Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.9 | $12M | +3% | 119k | 100.67 |
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Alphabet Cap Stk Cl C (GOOG) | 0.8 | $12M | +3% | 74k | 156.23 |
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Chubb (CB) | 0.8 | $11M | +9% | 37k | 301.99 |
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Eli Lilly & Co. (LLY) | 0.8 | $11M | +21% | 13k | 825.89 |
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UnitedHealth (UNH) | 0.7 | $9.7M | +2% | 19k | 523.75 |
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Verizon Communications (VZ) | 0.7 | $9.7M | +6% | 213k | 45.36 |
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Vanguard Whitehall Fds High Div Yld (VYM) | 0.7 | $9.2M | 71k | 128.96 |
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Vanguard Specialized Funds Div App Etf (VIG) | 0.6 | $8.7M | 45k | 193.99 |
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Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.6 | $8.6M | 164k | 52.37 |
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United Parcel Service CL B (UPS) | 0.6 | $8.6M | +4% | 78k | 109.99 |
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Novo-nordisk A S Adr (NVO) | 0.6 | $8.2M | +7% | 118k | 69.44 |
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Exxon Mobil Corporation (XOM) | 0.6 | $8.1M | -4% | 68k | 118.93 |
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Coca-Cola Company (KO) | 0.6 | $8.0M | +4% | 112k | 71.62 |
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J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.6 | $7.9M | NEW | 140k | 56.47 |
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Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.6 | $7.8M | +4% | 53k | 146.01 |
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Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.6 | $7.7M | 131k | 58.69 |
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Dell Technologies CL C (DELL) | 0.5 | $7.2M | +30% | 79k | 91.15 |
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Lyondellbasell Industries N Shs - A - (LYB) | 0.5 | $7.1M | +15% | 102k | 70.40 |
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Pfizer (PFE) | 0.5 | $6.8M | +6% | 270k | 25.34 |
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Pinnacle Financial Partners (PNFP) | 0.5 | $6.5M | 61k | 106.04 |
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Vaneck Etf Trust Semiconductr Etf (SMH) | 0.5 | $6.5M | +493% | 31k | 211.47 |
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Emerson Electric (EMR) | 0.5 | $6.4M | 58k | 109.64 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $6.3M | +6% | 41k | 154.64 |
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Costco Wholesale Corporation (COST) | 0.4 | $6.2M | 6.6k | 945.78 |
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Home Depot (HD) | 0.4 | $6.0M | 16k | 366.49 |
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Wal-Mart Stores (WMT) | 0.4 | $5.8M | -6% | 66k | 87.79 |
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Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.4 | $5.8M | NEW | 119k | 48.45 |
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Vaneck Etf Trust Morningstar Smid (SMOT) | 0.4 | $5.7M | +6% | 175k | 32.79 |
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Paychex (PAYX) | 0.4 | $5.6M | -12% | 37k | 154.28 |
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Pepsi (PEP) | 0.4 | $5.3M | -8% | 35k | 149.94 |
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Palo Alto Networks (PANW) | 0.4 | $5.1M | 30k | 170.64 |
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Old Republic International Corporation (ORI) | 0.4 | $5.1M | +2% | 129k | 39.22 |
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salesforce (CRM) | 0.4 | $5.0M | 19k | 268.36 |
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Bank of America Corporation (BAC) | 0.4 | $5.0M | +7% | 120k | 41.73 |
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Abbvie (ABBV) | 0.4 | $4.9M | 23k | 209.52 |
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Enterprise Products Partners (EPD) | 0.3 | $4.7M | 136k | 34.14 |
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National Health Investors (NHI) | 0.3 | $4.3M | NEW | 58k | 73.86 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $4.2M | -3% | 93k | 45.26 |
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McDonald's Corporation (MCD) | 0.3 | $3.9M | -5% | 13k | 312.37 |
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Novartis Sponsored Adr (NVS) | 0.3 | $3.9M | -3% | 35k | 111.48 |
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ACI Worldwide (ACIW) | 0.3 | $3.8M | -4% | 69k | 54.71 |
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Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $3.6M | 21k | 170.89 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $3.5M | +6% | 6.3k | 559.39 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $3.3M | 7.1k | 468.92 |
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Ishares Tr Ishares Semicdtr (SOXX) | 0.2 | $3.3M | -60% | 18k | 188.17 |
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Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $3.3M | 166k | 19.78 |
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Ishares Core Msci Emkt (IEMG) | 0.2 | $3.2M | 60k | 53.97 |
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Amazon (AMZN) | 0.2 | $3.2M | -9% | 17k | 190.26 |
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Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $3.2M | NEW | 4.00 | 798441.50 |
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Waste Management (WM) | 0.2 | $3.2M | -7% | 14k | 231.51 |
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Southern Company (SO) | 0.2 | $3.1M | -6% | 33k | 91.95 |
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Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.2 | $3.1M | +20% | 92k | 33.40 |
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AFLAC Incorporated (AFL) | 0.2 | $3.1M | +27% | 28k | 111.19 |
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Meta Platforms Cl A (META) | 0.2 | $3.0M | 5.2k | 576.35 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $3.0M | +12% | 5.9k | 513.91 |
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Chart Industries (GTLS) | 0.2 | $2.8M | -26% | 19k | 144.36 |
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $2.8M | 104k | 26.58 |
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Harrow Health (HROW) | 0.2 | $2.8M | +27% | 104k | 26.60 |
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Palantir Technologies Cl A (PLTR) | 0.2 | $2.6M | -4% | 31k | 84.40 |
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Ishares Tr Msci Eafe Min Vl (EFAV) | 0.2 | $2.6M | +5% | 33k | 77.92 |
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Danaher Corporation (DHR) | 0.2 | $2.6M | 13k | 205.00 |
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Ishares Tr Ibonds Dec 25 (IBMN) | 0.2 | $2.6M | -2% | 96k | 26.75 |
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General Mills (GIS) | 0.2 | $2.4M | 39k | 59.79 |
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Mastercard Incorporated Cl A (MA) | 0.2 | $2.3M | -3% | 4.2k | 548.14 |
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American Express Company (AXP) | 0.2 | $2.2M | 8.3k | 269.06 |
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Abbott Laboratories (ABT) | 0.2 | $2.2M | 17k | 132.65 |
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Cgi Cl A Sub Vtg (GIB) | 0.2 | $2.2M | NEW | 22k | 99.83 |
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Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $2.1M | -4% | 3.7k | 561.84 |
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General Dynamics Corporation (GD) | 0.1 | $2.1M | 7.6k | 272.58 |
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Ishares Tr Ibonds Dec 28 (IBMQ) | 0.1 | $2.1M | +5% | 82k | 25.29 |
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NVIDIA Corporation (NVDA) | 0.1 | $2.1M | +9% | 19k | 108.38 |
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Spdr Ser Tr Portfolio Short (SPSB) | 0.1 | $2.0M | 67k | 30.10 |
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Visa Com Cl A (V) | 0.1 | $2.0M | 5.7k | 350.44 |
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Workday Cl A (WDAY) | 0.1 | $2.0M | +2% | 8.5k | 233.53 |
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $2.0M | 26k | 74.72 |
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Cisco Systems (CSCO) | 0.1 | $2.0M | -8% | 32k | 61.71 |
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Ishares Tr Ibonds Dec 2029 (IBMR) | 0.1 | $1.9M | +16% | 76k | 25.04 |
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Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $1.9M | 24k | 78.85 |
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Delta Air Lines Inc Del Com New (DAL) | 0.1 | $1.8M | 42k | 43.60 |
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Addus Homecare Corp (ADUS) | 0.1 | $1.8M | NEW | 19k | 98.89 |
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Nucor Corporation (NUE) | 0.1 | $1.8M | 15k | 120.34 |
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Ishares Tr Ibonds Dec 27 (IBMP) | 0.1 | $1.8M | 71k | 25.28 |
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Ishares Tr Msci Intl Qualty (IQLT) | 0.1 | $1.8M | 45k | 39.69 |
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Ishares Tr Ibonds Dec 26 (IBMO) | 0.1 | $1.7M | 66k | 25.56 |
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Brookfield Infrast Partners Lp Int Unit (BIP) | 0.1 | $1.7M | -10% | 56k | 29.79 |
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Raytheon Technologies Corp (RTX) | 0.1 | $1.7M | -7% | 13k | 132.46 |
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Lockheed Martin Corporation (LMT) | 0.1 | $1.6M | -83% | 3.7k | 446.71 |
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Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $1.6M | -9% | 56k | 29.28 |
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Cintas Corporation (CTAS) | 0.1 | $1.6M | 7.8k | 205.54 |
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Caterpillar (CAT) | 0.1 | $1.6M | -7% | 4.8k | 329.77 |
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Oracle Corporation (ORCL) | 0.1 | $1.6M | 11k | 139.81 |
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Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $1.6M | -44% | 24k | 65.76 |
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CSX Corporation (CSX) | 0.1 | $1.6M | 53k | 29.43 |
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Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.1 | $1.5M | +20% | 41k | 35.64 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.5M | 4.7k | 312.04 |
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $1.4M | +2% | 18k | 78.94 |
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Ssga Active Tr Spdr Ssga My2027 (MYCG) | 0.1 | $1.4M | 55k | 24.93 |
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Automatic Data Processing (ADP) | 0.1 | $1.3M | 4.3k | 305.51 |
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Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.1 | $1.3M | -2% | 67k | 19.59 |
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Us Bancorp Del Com New (USB) | 0.1 | $1.3M | -2% | 30k | 42.22 |
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Stryker Corporation (SYK) | 0.1 | $1.3M | 3.4k | 372.27 |
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First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.1 | $1.3M | +21% | 14k | 89.64 |
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Anterix Inc. Atex (ATEX) | 0.1 | $1.2M | -7% | 32k | 36.60 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.2M | +9% | 3.2k | 361.09 |
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Ssga Active Tr Spdr Ssga My2026 (MYCF) | 0.1 | $1.1M | 46k | 25.08 |
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Nike CL B (NKE) | 0.1 | $1.1M | -34% | 18k | 63.48 |
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Honeywell International (HON) | 0.1 | $1.1M | -2% | 5.2k | 211.75 |
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TJX Companies (TJX) | 0.1 | $1.1M | 8.8k | 121.80 |
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Global Payments (GPN) | 0.1 | $1.1M | 11k | 97.92 |
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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $1.0M | 21k | 50.85 |
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Qualcomm (QCOM) | 0.1 | $1.0M | 6.6k | 153.61 |
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Walt Disney Company (DIS) | 0.1 | $1.0M | -4% | 10k | 98.70 |
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Clearwater Paper (CLW) | 0.1 | $1.0M | +5% | 40k | 25.37 |
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Blackrock (BLK) | 0.1 | $985k | 1.0k | 946.48 |
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Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.1 | $975k | +20% | 34k | 28.33 |
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $972k | +3% | 39k | 25.04 |
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Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.1 | $957k | +18% | 28k | 34.25 |
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Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $940k | 5.5k | 172.26 |
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Progressive Corporation (PGR) | 0.1 | $927k | -2% | 3.3k | 283.02 |
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Mondelez Intl Cl A (MDLZ) | 0.1 | $904k | -4% | 13k | 67.85 |
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Diageo Spon Adr New (DEO) | 0.1 | $886k | -12% | 8.5k | 104.79 |
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Philip Morris International (PM) | 0.1 | $869k | +3% | 5.5k | 158.73 |
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Becton, Dickinson and (BDX) | 0.1 | $868k | 3.8k | 229.04 |
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Select Sector Spdr Tr Energy (XLE) | 0.1 | $855k | 9.2k | 93.45 |
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Ecolab (ECL) | 0.1 | $835k | -9% | 3.3k | 253.54 |
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Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.1 | $832k | +21% | 34k | 24.48 |
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Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $823k | -21% | 10k | 81.73 |
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Public Service Enterprise (PEG) | 0.1 | $822k | -7% | 10k | 82.30 |
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $803k | 34k | 23.43 |
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Select Sector Spdr Tr Financial (XLF) | 0.1 | $801k | 16k | 49.81 |
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Bristol Myers Squibb (BMY) | 0.1 | $799k | 13k | 60.99 |
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Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $776k | 4.1k | 188.16 |
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At&t (T) | 0.1 | $775k | -2% | 27k | 28.28 |
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Copart (CPRT) | 0.1 | $773k | 14k | 56.59 |
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MetLife (MET) | 0.1 | $744k | 9.3k | 80.29 |
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Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $734k | 3.7k | 199.50 |
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Nextera Energy (NEE) | 0.1 | $707k | 10k | 70.89 |
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Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.1 | $699k | -2% | 36k | 19.48 |
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Wells Fargo & Company (WFC) | 0.1 | $694k | 9.7k | 71.79 |
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First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.0 | $672k | +16% | 38k | 17.59 |
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International Business Machines (IBM) | 0.0 | $668k | -8% | 2.7k | 248.66 |
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Amgen (AMGN) | 0.0 | $665k | 2.1k | 311.55 |
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Lowe's Companies (LOW) | 0.0 | $655k | 2.8k | 233.23 |
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FedEx Corporation (FDX) | 0.0 | $642k | +6% | 2.6k | 243.78 |
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First Tr Exchange-traded First Tr Enh New (FTSM) | 0.0 | $633k | +19% | 11k | 59.84 |
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Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $612k | +17% | 20k | 30.73 |
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First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.0 | $610k | +18% | 10k | 58.54 |
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Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $609k | -2% | 3.3k | 186.29 |
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Ssga Active Tr Spdr Ssga My2028 (MYCH) | 0.0 | $602k | 24k | 24.87 |
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Vanguard World Consum Stp Etf (VDC) | 0.0 | $598k | 2.7k | 218.82 |
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First Tr Exchange Traded First Trust S&p (KNGZ) | 0.0 | $594k | +20% | 18k | 32.21 |
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Morgan Stanley Com New (MS) | 0.0 | $593k | 5.1k | 116.66 |
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Tesla Motors (TSLA) | 0.0 | $590k | -20% | 2.3k | 259.16 |
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Altria (MO) | 0.0 | $590k | +51% | 9.8k | 60.02 |
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Allstate Corporation (ALL) | 0.0 | $569k | 2.7k | 207.10 |
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First Tr Mid Cap Core Alphad Com Shs (FNX) | 0.0 | $569k | +21% | 5.2k | 108.98 |
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Diamondback Energy (FANG) | 0.0 | $569k | +60% | 3.6k | 159.88 |
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Eaton Corp SHS (ETN) | 0.0 | $558k | 2.1k | 271.83 |
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First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.0 | $542k | +19% | 16k | 33.50 |
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Ishares Tr Select Divid Etf (DVY) | 0.0 | $539k | 4.0k | 134.29 |
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Goldman Sachs (GS) | 0.0 | $526k | 963.00 | 546.38 |
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Corecivic (CXW) | 0.0 | $514k | NEW | 25k | 20.29 |
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Netflix (NFLX) | 0.0 | $510k | 547.00 | 932.53 |
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Shell Spon Ads (SHEL) | 0.0 | $501k | 6.8k | 73.28 |
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Ameriprise Financial (AMP) | 0.0 | $497k | 1.0k | 484.11 |
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Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $497k | 6.0k | 82.73 |
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Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $487k | -2% | 5.2k | 92.83 |
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Unilever Spon Adr New (UL) | 0.0 | $479k | 8.0k | 59.55 |
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Yum! Brands (YUM) | 0.0 | $471k | 3.0k | 157.36 |
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Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $470k | 3.7k | 125.97 |
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $460k | +7% | 863.00 | 533.19 |
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Cal Maine Foods Com New (CALM) | 0.0 | $455k | 5.0k | 90.90 |
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3M Company (MMM) | 0.0 | $452k | 3.1k | 146.86 |
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $447k | NEW | 7.5k | 59.40 |
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Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $443k | +25% | 3.3k | 135.67 |
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Southwest Airlines (LUV) | 0.0 | $442k | 13k | 33.58 |
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $441k | -26% | 8.7k | 50.63 |
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Illinois Tool Works (ITW) | 0.0 | $437k | -18% | 1.8k | 247.97 |
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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