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 27.41% of Woodmont Investment Counsel's stock portfolio.
- Added to shares of these 10 stocks: IBDT (+$6.3M), APLD, DUK, IBDS, VB, IBDR, DAL, PLTR, PNFP, UPS.
- Started 5 new stock positions in PLTR, APLD, WU, IBM, SBUX.
- Reduced shares in these 10 stocks: SPY (-$11M), , JPST, , USB, VUG, TIP, LUV, IBDP, VEA.
- Sold out of its positions in Gran Tierra Energy, IJR, FLOT, STIP, O, SRLN, FLRN, SCHW, SOFI, LIN.
- Woodmont Investment Counsel was a net seller of stock by $-17M.
- Woodmont Investment Counsel has $964M in assets under management (AUM), dropping by 2.52%.
- 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 238 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Growth Etf (VUG) | 9.2 | $89M | 315k | 282.96 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 8.0 | $77M | 544k | 142.10 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 3.8 | $37M | -2% | 801k | 46.18 |
|
| Apple (AAPL) | 3.6 | $34M | 177k | 193.97 |
|
|
| Microsoft Corporation (MSFT) | 2.8 | $27M | 78k | 340.54 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 2.4 | $23M | 104k | 220.16 |
|
|
| Merck & Co (MRK) | 1.9 | $18M | -3% | 157k | 115.39 |
|
| Hca Holdings (HCA) | 1.9 | $18M | 59k | 303.48 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 1.8 | $18M | +7% | 88k | 198.89 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.8 | $17M | 77k | 220.28 |
|
|
| Chevron Corporation (CVX) | 1.6 | $15M | +5% | 97k | 157.35 |
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 1.6 | $15M | +9% | 640k | 23.47 |
|
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 1.5 | $15M | +2% | 612k | 24.38 |
|
| Ishares Tr Ibonds Dec24 Etf (IBDP) | 1.5 | $15M | -5% | 601k | 24.62 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 1.5 | $15M | -23% | 290k | 50.14 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.4 | $14M | +3% | 257k | 54.41 |
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 1.4 | $14M | +13% | 584k | 23.48 |
|
| Duke Energy Corp Com New (DUK) | 1.4 | $14M | +15% | 150k | 89.74 |
|
| Johnson & Johnson (JNJ) | 1.4 | $13M | +4% | 79k | 165.52 |
|
| Procter & Gamble Company (PG) | 1.3 | $13M | 84k | 151.74 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.3 | $13M | 249k | 50.17 |
|
|
| United Parcel Service CL B (UPS) | 1.2 | $12M | +8% | 67k | 179.25 |
|
| JPMorgan Chase & Co. (JPM) | 1.2 | $12M | 82k | 145.44 |
|
|
| Broadcom (AVGO) | 1.2 | $12M | 13k | 867.43 |
|
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 1.2 | $11M | -2% | 198k | 57.73 |
|
| Verizon Communications (VZ) | 1.0 | $9.5M | -3% | 255k | 37.19 |
|
| Pepsi (PEP) | 0.9 | $9.0M | 49k | 185.22 |
|
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.9 | $9.0M | 89k | 100.63 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $8.9M | 26k | 341.00 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.9 | $8.8M | 83k | 106.07 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $8.8M | +2% | 73k | 120.97 |
|
| UnitedHealth (UNH) | 0.9 | $8.7M | +4% | 18k | 480.64 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.9 | $8.6M | -3% | 212k | 40.68 |
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.8 | $8.1M | 120k | 67.50 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.8 | $7.9M | 49k | 162.43 |
|
|
| Lockheed Martin Corporation (LMT) | 0.8 | $7.8M | 17k | 460.38 |
|
|
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.7 | $6.9M | -6% | 188k | 36.50 |
|
| Stonex Group (SNEX) | 0.7 | $6.9M | +11% | 83k | 83.08 |
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.7 | $6.8M | +1258% | 277k | 24.50 |
|
| Ishares Core Msci Emkt (IEMG) | 0.7 | $6.8M | -4% | 138k | 49.29 |
|
| Enterprise Products Partners (EPD) | 0.7 | $6.7M | -3% | 253k | 26.35 |
|
| McDonald's Corporation (MCD) | 0.7 | $6.3M | 21k | 298.41 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.6 | $6.1M | +3% | 46k | 132.73 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.6 | $5.9M | -4% | 12k | 507.26 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $5.8M | +3% | 54k | 107.25 |
|
| Paychex (PAYX) | 0.6 | $5.6M | 50k | 111.87 |
|
|
| Emerson Electric (EMR) | 0.6 | $5.4M | 60k | 90.39 |
|
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.5 | $5.1M | +3% | 56k | 91.83 |
|
| Pfizer (PFE) | 0.5 | $4.8M | 130k | 36.68 |
|
|
| General Mills (GIS) | 0.5 | $4.6M | -2% | 60k | 76.70 |
|
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.5 | $4.4M | -2% | 131k | 33.51 |
|
| Novartis Sponsored Adr (NVS) | 0.4 | $4.3M | 43k | 100.91 |
|
|
| Coca-Cola Company (KO) | 0.4 | $4.3M | 71k | 60.22 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.4 | $4.1M | -2% | 30k | 134.87 |
|
| Nike CL B (NKE) | 0.4 | $4.0M | 36k | 110.37 |
|
|
| salesforce (CRM) | 0.4 | $3.9M | 18k | 211.26 |
|
|
| Wal-Mart Stores (WMT) | 0.4 | $3.8M | 24k | 157.18 |
|
|
| Bank of America Corporation (BAC) | 0.4 | $3.8M | -4% | 131k | 28.69 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $3.7M | 6.9k | 538.38 |
|
|
| Abbvie (ABBV) | 0.4 | $3.7M | -2% | 27k | 134.73 |
|
| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.4 | $3.7M | 131k | 27.95 |
|
|
| Pinnacle Financial Partners (PNFP) | 0.4 | $3.6M | +37% | 63k | 56.65 |
|
| Palo Alto Networks (PANW) | 0.4 | $3.5M | +9% | 14k | 255.51 |
|
| Danaher Corporation (DHR) | 0.4 | $3.5M | -2% | 15k | 240.00 |
|
| Ishares Tr Ibonds Dec (IBMM) | 0.3 | $3.4M | -4% | 131k | 25.76 |
|
| Chubb (CB) | 0.3 | $3.1M | +3% | 16k | 192.56 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $3.1M | 87k | 35.65 |
|
|
| Waste Management (WM) | 0.3 | $3.0M | 18k | 173.42 |
|
|
| Old Republic International Corporation (ORI) | 0.3 | $3.0M | 117k | 25.17 |
|
|
| Nucor Corporation (NUE) | 0.3 | $2.9M | 18k | 163.98 |
|
|
| Ishares Tr Ibonds Dec 25 (IBMN) | 0.3 | $2.9M | +3% | 109k | 26.34 |
|
| Kimberly-Clark Corporation (KMB) | 0.3 | $2.8M | 21k | 138.06 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $2.8M | -7% | 24k | 119.70 |
|
| Diageo Spon Adr New (DEO) | 0.3 | $2.8M | +3% | 16k | 173.48 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $2.7M | -6% | 7.4k | 369.42 |
|
| Southern Company (SO) | 0.3 | $2.7M | 38k | 70.25 |
|
|
| Us Bancorp Del Com New (USB) | 0.3 | $2.6M | -40% | 80k | 33.04 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.3 | $2.6M | -31% | 24k | 107.62 |
|
| Chart Industries (GTLS) | 0.3 | $2.4M | +7% | 15k | 159.79 |
|
| Magnite Ord (MGNI) | 0.3 | $2.4M | +3% | 178k | 13.65 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.3 | $2.4M | 68k | 35.60 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $2.3M | 34k | 67.09 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.2 | $2.2M | -3% | 14k | 161.83 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $2.2M | -8% | 4.6k | 468.98 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $2.2M | -5% | 29k | 75.66 |
|
| Home Depot (HD) | 0.2 | $2.1M | -5% | 6.9k | 310.64 |
|
| Cisco Systems (CSCO) | 0.2 | $2.1M | -4% | 42k | 51.74 |
|
| Applied Digital Corp Com New (APLD) | 0.2 | $2.1M | NEW | 229k | 9.35 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $2.1M | -8% | 32k | 65.44 |
|
| Abbott Laboratories (ABT) | 0.2 | $2.0M | 19k | 109.02 |
|
|
| ACI Worldwide (ACIW) | 0.2 | $2.0M | -23% | 88k | 23.17 |
|
| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.2 | $2.0M | 97k | 20.57 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $2.0M | -84% | 4.4k | 443.28 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.2 | $1.9M | -3% | 30k | 62.81 |
|
| CSX Corporation (CSX) | 0.2 | $1.9M | 55k | 34.10 |
|
|
| Delta Air Lines Inc Del Com New (DAL) | 0.2 | $1.9M | +143% | 40k | 47.54 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.2 | $1.9M | -7% | 37k | 50.65 |
|
| Becton, Dickinson and (BDX) | 0.2 | $1.8M | +10% | 7.0k | 264.01 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.2 | $1.8M | -22% | 48k | 37.69 |
|
| Workday Cl A (WDAY) | 0.2 | $1.8M | 7.9k | 225.89 |
|
|
| Amazon (AMZN) | 0.2 | $1.7M | -7% | 13k | 130.36 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $1.7M | +80% | 21k | 81.08 |
|
| Bristol Myers Squibb (BMY) | 0.2 | $1.7M | 27k | 63.95 |
|
|
| Kosmos Energy (KOS) | 0.2 | $1.7M | -13% | 279k | 5.99 |
|
| General Dynamics Corporation (GD) | 0.2 | $1.7M | +7% | 7.7k | 215.15 |
|
| American Express Company (AXP) | 0.2 | $1.6M | -3% | 9.3k | 174.20 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $1.6M | -5% | 5.1k | 308.58 |
|
| AFLAC Incorporated (AFL) | 0.2 | $1.5M | 22k | 69.80 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.2 | $1.5M | 80k | 19.03 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.5M | 3.7k | 407.32 |
|
|
| Meta Platforms Cl A (META) | 0.2 | $1.5M | +3% | 5.2k | 286.98 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $1.4M | 3.6k | 393.30 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $1.4M | +3% | 15k | 97.96 |
|
| Oracle Corporation (ORCL) | 0.1 | $1.4M | -2% | 12k | 119.09 |
|
| Hershey Company (HSY) | 0.1 | $1.3M | +4% | 5.1k | 249.70 |
|
| Visa Com Cl A (V) | 0.1 | $1.3M | 5.3k | 237.48 |
|
|
| Intel Corporation (INTC) | 0.1 | $1.2M | -8% | 37k | 33.44 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $1.2M | -25% | 35k | 33.71 |
|
| Honeywell International (HON) | 0.1 | $1.2M | +3% | 5.7k | 207.50 |
|
| Ishares Tr Ibonds Dec 26 (IBMO) | 0.1 | $1.2M | +4% | 46k | 25.18 |
|
| Ishares Tr Ibonds Dec 27 (IBMP) | 0.1 | $1.2M | +6% | 46k | 25.07 |
|
| Clearwater Paper (CLW) | 0.1 | $1.1M | +4% | 36k | 31.32 |
|
| Stryker Corporation (SYK) | 0.1 | $1.1M | -6% | 3.7k | 305.09 |
|
| Southwest Airlines (LUV) | 0.1 | $1.1M | -49% | 31k | 36.21 |
|
| Walt Disney Company (DIS) | 0.1 | $1.1M | 12k | 89.28 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $1.1M | 15k | 72.94 |
|
|
| Global Payments (GPN) | 0.1 | $1.1M | 11k | 98.52 |
|
|
| Automatic Data Processing (ADP) | 0.1 | $1.1M | 4.8k | 219.79 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.0M | 3.7k | 275.18 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $1.0M | NEW | 66k | 15.33 |
|
| Moderna (MRNA) | 0.1 | $1.0M | -5% | 8.3k | 121.50 |
|
| Cintas Corporation (CTAS) | 0.1 | $994k | 2.0k | 497.08 |
|
|
| Qualcomm (QCOM) | 0.1 | $981k | -23% | 8.2k | 119.04 |
|
| Anterix Inc. Atex (ATEX) | 0.1 | $949k | +8% | 30k | 31.69 |
|
| Nextera Energy (NEE) | 0.1 | $900k | -10% | 12k | 74.20 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $899k | -3% | 6.0k | 148.83 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $881k | 5.3k | 165.40 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.1 | $874k | 43k | 20.13 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $854k | -2% | 12k | 72.50 |
|
| Microchip Technology (MCHP) | 0.1 | $852k | 9.5k | 89.59 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $839k | -21% | 19k | 43.80 |
|
| Philip Morris International (PM) | 0.1 | $830k | -2% | 8.5k | 97.62 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $796k | +100% | 5.2k | 152.25 |
|
| Public Service Enterprise (PEG) | 0.1 | $794k | 13k | 62.61 |
|
|
| TJX Companies (TJX) | 0.1 | $759k | -5% | 9.0k | 84.79 |
|
| BlackRock (BLK) | 0.1 | $757k | -4% | 1.1k | 691.14 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $745k | +2% | 9.2k | 81.17 |
|
| Tesla Motors (TSLA) | 0.1 | $737k | -9% | 2.8k | 261.77 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $721k | 1.6k | 445.60 |
|
|
| Shell Spon Ads (SHEL) | 0.1 | $714k | 12k | 60.38 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.1 | $708k | 37k | 18.95 |
|
|
| Ecolab (ECL) | 0.1 | $697k | 3.7k | 186.69 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $684k | 9.1k | 74.95 |
|
|
| FedEx Corporation (FDX) | 0.1 | $655k | 2.6k | 247.90 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $617k | 3.9k | 157.83 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $615k | 3.3k | 187.28 |
|
|
| Illinois Tool Works (ITW) | 0.1 | $610k | -2% | 2.4k | 250.16 |
|
| Lowe's Companies (LOW) | 0.1 | $602k | 2.7k | 225.70 |
|
|
| Ishares Tr Short Treas Bd (SHV) | 0.1 | $551k | 5.0k | 110.45 |
|
|
| MetLife (MET) | 0.1 | $549k | 9.7k | 56.53 |
|
|
| Vanguard World Fds Consum Stp Etf (VDC) | 0.1 | $548k | 2.8k | 194.45 |
|
|
| Amgen (AMGN) | 0.1 | $539k | -13% | 2.4k | 222.02 |
|
| SYSCO Corporation (SYY) | 0.1 | $526k | -2% | 7.1k | 74.20 |
|
| Caterpillar (CAT) | 0.1 | $526k | 2.1k | 246.05 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $505k | 6.7k | 75.57 |
|
|
| Yum! Brands (YUM) | 0.1 | $497k | -3% | 3.6k | 138.55 |
|
| Wells Fargo & Company (WFC) | 0.1 | $495k | -9% | 12k | 42.68 |
|
| Hasbro (HAS) | 0.0 | $442k | -32% | 6.8k | 64.77 |
|
| M&T Bank Corporation (MTB) | 0.0 | $438k | 3.5k | 123.76 |
|
|
| Phillips 66 (PSX) | 0.0 | $421k | 4.4k | 95.38 |
|
|
| Progressive Corporation (PGR) | 0.0 | $417k | 3.2k | 132.37 |
|
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.0 | $414k | -7% | 8.2k | 50.67 |
|
| At&t (T) | 0.0 | $414k | -14% | 26k | 15.95 |
|
| Unilever Spon Adr New (UL) | 0.0 | $409k | -51% | 7.8k | 52.13 |
|
| Aspen Aerogels (ASPN) | 0.0 | $395k | -15% | 50k | 7.89 |
|
| Eaton Corp SHS (ETN) | 0.0 | $385k | 1.9k | 201.10 |
|
|
| Brown Forman Corp CL B (BF.B) | 0.0 | $383k | 5.7k | 66.78 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $383k | 5.3k | 72.69 |
|
|
| NVIDIA Corporation (NVDA) | 0.0 | $381k | -18% | 900.00 | 423.02 |
|
| Ford Motor Company (F) | 0.0 | $373k | 25k | 15.13 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $371k | 5.3k | 70.48 |
|
|
| Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) | 0.0 | $352k | -5% | 7.8k | 44.96 |
|
| Dorman Products (DORM) | 0.0 | $350k | 4.4k | 78.83 |
|
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $350k | 7.1k | 49.22 |
|
|
| 3M Company (MMM) | 0.0 | $343k | -66% | 3.4k | 100.09 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $341k | -2% | 4.4k | 77.04 |
|
| Ameriprise Financial (AMP) | 0.0 | $341k | -28% | 1.0k | 332.16 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $338k | +29% | 4.9k | 69.13 |
|
| Carrier Global Corporation (CARR) | 0.0 | $336k | 6.8k | 49.71 |
|
|
| L3harris Technologies (LHX) | 0.0 | $330k | +2% | 1.7k | 195.77 |
|
| Starbucks Corporation (SBUX) | 0.0 | $320k | NEW | 3.2k | 99.06 |
|
| Ishares Msci Emerg Mrkt (EEMV) | 0.0 | $315k | 5.7k | 54.98 |
|
|
| Akero Therapeutics (AKRO) | 0.0 | $309k | -7% | 6.6k | 46.69 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $307k | 2.7k | 113.30 |
|
|
| Dermtech Ord ord (DMTK) | 0.0 | $303k | -19% | 117k | 2.60 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $292k | 641.00 | 455.80 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $283k | 1.4k | 204.62 |
|
|
| Devon Energy Corporation (DVN) | 0.0 | $282k | +10% | 5.8k | 48.34 |
|
| Clorox Company (CLX) | 0.0 | $281k | 1.8k | 159.04 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $280k | 585.00 | 478.91 |
|
|
| Travelers Companies (TRV) | 0.0 | $279k | 1.6k | 173.66 |
|
|
| Moody's Corporation (MCO) | 0.0 | $278k | 800.00 | 347.72 |
|
|
| Diamondback Energy (FANG) | 0.0 | $276k | 2.1k | 131.36 |
|
|
| United Cmnty Bks Ga Cap Stk (UCBI) | 0.0 | $275k | 11k | 24.99 |
|
|
| T. Rowe Price (TROW) | 0.0 | $273k | -22% | 2.4k | 112.02 |
|
| Potlatch Corporation (PCH) | 0.0 | $270k | 5.1k | 52.85 |
|
|
| Empire St Rlty Op Unit Ltd Prtnsp (ESBA) | 0.0 | $266k | 36k | 7.35 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $265k | +2% | 1.6k | 161.19 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $261k | -55% | 6.3k | 41.55 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $256k | +20% | 1.7k | 149.64 |
|
| Boeing Company (BA) | 0.0 | $256k | -7% | 1.2k | 211.16 |
|
| Ishares Tr Ibonds Dec2023 (IBML) | 0.0 | $255k | 10k | 25.49 |
|
|
| W.W. Grainger (GWW) | 0.0 | $248k | 315.00 | 788.59 |
|
|
| International Business Machines (IBM) | 0.0 | $247k | NEW | 1.8k | 133.81 |
|
| Air Products & Chemicals (APD) | 0.0 | $246k | 820.00 | 299.53 |
|
|
| Fortive (FTV) | 0.0 | $241k | 3.2k | 74.77 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $239k | 6.6k | 36.39 |
|
|
| Xcel Energy (XEL) | 0.0 | $238k | 3.8k | 62.17 |
|
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $236k | 3.5k | 68.14 |
|
|
| Target Corporation (TGT) | 0.0 | $229k | -36% | 1.7k | 131.90 |
|
| Zoetis Cl A (ZTS) | 0.0 | $228k | 1.3k | 172.21 |
|
|
| Synovus Finl Corp Com New (SNV) | 0.0 | $227k | 7.5k | 30.25 |
|
|
| Cal Maine Foods Com New (CALM) | 0.0 | $225k | 5.0k | 45.00 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $224k | -73% | 1.2k | 180.02 |
|
| Baxter International (BAX) | 0.0 | $221k | -27% | 4.8k | 45.56 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $218k | 1.6k | 138.35 |
|
|
| Renasant (RNST) | 0.0 | $212k | -10% | 8.1k | 26.13 |
|
| Goldman Sachs (GS) | 0.0 | $211k | 655.00 | 322.54 |
|
|
| Altria (MO) | 0.0 | $210k | -55% | 4.6k | 45.30 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $209k | -2% | 3.4k | 61.70 |
|
| Kellogg Company (K) | 0.0 | $208k | 3.1k | 67.40 |
|
|
| H&R Block (HRB) | 0.0 | $207k | 6.5k | 31.87 |
|
|
| Wright Express (WEX) | 0.0 | $204k | 1.1k | 182.07 |
|
|
| Medical Properties Trust (MPW) | 0.0 | $139k | +18% | 15k | 9.26 |
|
| Western Union Company (WU) | 0.0 | $120k | NEW | 10k | 11.73 |
|
| Rimini Str Inc Del (RMNI) | 0.0 | $62k | 13k | 4.79 |
|
|
| Mfs Inter Income Tr Sh Ben Int (MIN) | 0.0 | $27k | 10k | 2.74 |
|
|
| Alpine Summit Enrgy Prtnrs I Cl A Sub Vtg Shs (ALPS) | 0.0 | $20k | 33k | 0.60 |
|
Past Filings by Woodmont Investment Counsel
SEC 13F filings are viewable for Woodmont Investment Counsel going back to 2011
- 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
- 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