Woodmont Investment Counsel

Woodmont Investment Counsel as of June 30, 2026

Portfolio Holdings for Woodmont Investment Counsel

Woodmont Investment Counsel holds 286 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 11.9 $217M 2.5M 86.14
Vanguard Index Fds Value Etf (VTV) 9.0 $164M 753k 217.93
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 6.1 $112M 1.6M 71.25
Apple (AAPL) 2.7 $50M 172k 289.36
Ishares Tr Ibonds Dec 29 (IBDU) 2.2 $41M 1.8M 23.16
Broadcom (AVGO) 2.2 $40M 106k 377.75
Stonex Group (SNEX) 2.1 $38M 318k 118.50
Ishares Tr Ibds Dec28 Etf (IBDT) 2.0 $37M 1.5M 25.25
Vanguard Index Fds Total Stk Mkt (VTI) 1.9 $36M 96k 370.04
Spdr Series Trust St Sho Treas Etf (SPTS) 1.9 $34M 1.2M 29.01
Vanguard Index Fds Mid Cap Etf (VO) 1.7 $32M 394k 80.57
Dell Technologies CL C (DELL) 1.7 $31M 71k 431.46
Microsoft Corporation (MSFT) 1.6 $30M 80k 373.02
Vanguard Index Fds Small Cp Etf (VB) 1.6 $30M 98k 303.12
JPMorgan Chase & Co. (JPM) 1.5 $27M 83k 327.33
Eli Lilly & Co. (LLY) 1.5 $27M 22k 1199.43
Ishares Tr Ibonds Dec 2030 (IBDV) 1.4 $26M 1.2M 21.80
Ishares Tr Ibonds 27 Etf (IBDS) 1.4 $26M 1.1M 24.22
Ishares Tr Ibonds Dec 2031 (IBDW) 1.3 $24M 1.1M 20.84
Spdr Index Shs Fds St Port Mark Etf (SPEM) 1.3 $23M 452k 51.78
Johnson & Johnson (JNJ) 1.3 $23M 92k 253.97
Merck & Co (MRK) 1.2 $22M 173k 128.50
Alphabet Cap Stk Cl C (GOOG) 1.2 $22M 61k 353.33
Hca Holdings (HCA) 1.2 $21M 55k 389.89
Ssga Active Etf Tr St Str Total Etf (TOTL) 1.1 $21M 533k 39.47
Duke Energy Corp Com New (DUK) 1.1 $20M 160k 126.58
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.1 $20M 236k 83.75
Chevron Corporation (CVX) 1.1 $19M 117k 165.76
Alphabet Cap Stk Cl A (GOOGL) 1.0 $19M 52k 357.37
Spdr Series Trust St Inter Etf (SPTI) 0.9 $17M 603k 28.39
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $17M 34k 500.39
Vaneck Etf Trust Semiconductr Etf (SMH) 0.9 $17M 25k 655.89
Pinnacle Finl Partners (PNFP) 0.7 $14M 136k 100.88
Ishares Tr 0-3 Mth Treasury (SGOV) 0.7 $14M 136k 100.67
Ishares Tr Ishares Semicdtr (SOXX) 0.7 $13M 21k 640.76
Procter & Gamble Company (PG) 0.7 $13M 88k 146.64
Blackrock Etf Trust Ii Isha Flex In Etf (BINC) 0.7 $13M 246k 52.34
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.7 $12M 106k 117.45
Chubb (CB) 0.7 $12M 36k 340.74
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.7 $12M 170k 72.28
Vanguard Specialized Funds Div App Etf (VIG) 0.6 $10M 44k 236.62
Vanguard Whitehall Fds High Div Yld (VYM) 0.6 $10M 66k 158.03
Coca-Cola Company (KO) 0.5 $9.9M 122k 81.27
National Health Investors (NHI) 0.5 $9.6M 126k 76.26
Schwab Strategic Tr Internl Divid (SCHY) 0.5 $9.5M 301k 31.73
Diamondback Energy (FANG) 0.5 $9.3M 53k 175.78
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $9.2M 14k 686.80
Verizon Communications (VZ) 0.5 $9.1M 216k 42.34
Exxon Mobil Corporation (XOM) 0.5 $8.7M 64k 136.72
Palo Alto Networks (PANW) 0.5 $8.5M 25k 341.02
Emerson Electric (EMR) 0.4 $8.2M 57k 143.15
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.4 $8.1M 138k 58.20
Bank of America Corporation (BAC) 0.4 $7.9M 139k 56.98
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.4 $7.9M 150k 52.41
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.4 $7.8M 174k 44.85
Home Depot (HD) 0.4 $7.0M 20k 352.68
Pfizer (PFE) 0.4 $6.9M 285k 24.08
Select Sector Spdr Tr St Str Care Etf (XLV) 0.4 $6.5M 41k 158.66
Costco Wholesale Corporation (COST) 0.3 $6.2M 6.6k 935.47
Wal-Mart Stores (WMT) 0.3 $6.2M 55k 113.26
General Dynamics Corporation (GD) 0.3 $6.0M 17k 354.24
Ishares Tr Core S&p500 Etf (IVV) 0.3 $5.8M 7.7k 748.86
Caterpillar (CAT) 0.3 $5.7M 5.4k 1064.90
Abbvie (ABBV) 0.3 $5.7M 23k 251.64
Xylem (XYL) 0.3 $5.5M 46k 118.21
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $5.3M 7.2k 736.40
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $5.1M 85k 59.69
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.3 $4.8M 6.5k 746.77
Amazon (AMZN) 0.3 $4.8M 20k 238.34
Old Republic International Corporation (ORI) 0.3 $4.8M 117k 40.92
Harrow Health (HROW) 0.3 $4.7M 112k 42.47
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $4.4M 161k 27.70
UnitedHealth (UNH) 0.2 $4.4M 11k 415.63
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $4.4M 20k 219.43
NVIDIA Corporation (NVDA) 0.2 $4.4M 22k 200.09
Enterprise Products Partners (EPD) 0.2 $4.3M 116k 36.76
Novartis Sponsored Adr (NVS) 0.2 $4.2M 27k 156.72
ACI Worldwide (ACIW) 0.2 $3.8M 76k 50.29
Delta Air Lines Com New (DAL) 0.2 $3.7M 40k 93.66
Cisco Systems (CSCO) 0.2 $3.7M 31k 117.46
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $3.6M 104k 34.81
Meta Platforms Cl A (META) 0.2 $3.5M 6.2k 563.31
Pepsi (PEP) 0.2 $3.5M 26k 135.40
AFLAC Incorporated (AFL) 0.2 $3.4M 29k 117.25
Nucor Corporation (NUE) 0.2 $3.3M 15k 222.75
Global X Fds Global X Copper (COPX) 0.2 $3.2M 41k 76.97
Southern Company (SO) 0.2 $3.2M 33k 95.71
McDonald's Corporation (MCD) 0.2 $3.1M 11k 270.31
Paychex (PAYX) 0.2 $3.0M 30k 98.33
Cal Maine Foods Com New (CALM) 0.2 $2.9M 36k 80.56
American Express Company (AXP) 0.2 $2.9M 8.4k 338.25
salesforce (CRM) 0.2 $2.8M 18k 156.66
Waste Management (WM) 0.2 $2.8M 13k 222.88
Ishares Core Msci Emkt (IEMG) 0.2 $2.8M 33k 82.84
Danaher Corporation (DHR) 0.1 $2.4M 12k 190.48
Raytheon Technologies Corp (RTX) 0.1 $2.4M 12k 189.73
Fb Finl (FBK) 0.1 $2.3M 42k 55.35
CSX Corporation (CSX) 0.1 $2.3M 49k 47.53
Palantir Technologies Cl A (PLTR) 0.1 $2.2M 19k 116.67
Ishares Tr Msci Intl Qualty (IQLT) 0.1 $2.2M 45k 49.55
Select Sector Spdr Tr St Str Util Etf (XLU) 0.1 $2.2M 48k 45.34
Mastercard Incorporated Cl A (MA) 0.1 $2.2M 4.2k 513.60
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.1 $2.1M 3.0k 703.23
Brookfield Infrastructure Pa Lp Int Unit (BIP) 0.1 $2.1M 58k 36.49
Visa Com Cl A (V) 0.1 $2.1M 6.1k 343.09
Ishares Tr Ibonds Dec 2029 (IBMR) 0.1 $2.1M 81k 25.39
Spdr Series Trust St Str P500etf (SPYM) 0.1 $2.0M 23k 87.88
Avery Dennison Corporation (AVY) 0.1 $2.0M 12k 162.35
Lockheed Martin Corporation (LMT) 0.1 $1.8M 3.5k 509.46
Anterix Inc. Atex (ATEX) 0.1 $1.7M 17k 102.94
Workday Cl A (WDAY) 0.1 $1.7M 14k 122.42
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $1.6M 22k 74.90
First Horizon National Corporation (FHN) 0.1 $1.6M 61k 25.64
Ishares Tr Select Divid Etf (DVY) 0.1 $1.5M 9.8k 156.30
Us Bancorp Com New (USB) 0.1 $1.5M 25k 60.40
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.1 $1.5M 2.9k 522.39
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $1.5M 44k 33.84
Oracle Corporation (ORCL) 0.1 $1.4M 9.9k 146.55
Ishares Tr Ibonds Dec 28 (IBMQ) 0.1 $1.4M 56k 25.58
Abbott Laboratories (ABT) 0.1 $1.4M 16k 90.74
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $1.4M 44k 31.71
Ssga Active Tr State Street My (MYCG) 0.1 $1.4M 55k 24.99
Spdr Series Trust St Shor Corp Etf (SPSB) 0.1 $1.3M 44k 30.01
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $1.3M 5.3k 246.21
Novo-nordisk A S Adr (NVO) 0.1 $1.3M 27k 47.94
TJX Companies (TJX) 0.1 $1.3M 8.6k 151.50
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $1.3M 10k 124.17
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $1.2M 16k 79.03
Tesla Motors (TSLA) 0.1 $1.2M 2.9k 420.60
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $1.2M 33k 36.13
Ssga Active Tr State Street My (MYCF) 0.1 $1.1M 46k 25.07
Qualcomm (QCOM) 0.1 $1.1M 6.1k 184.80
Applied Materials (AMAT) 0.1 $1.1M 1.6k 723.00
Vanguard World Inf Tech Etf (VGT) 0.1 $1.1M 9.1k 119.52
Ishares Tr Msci Eafe Etf (EFA) 0.1 $1.1M 10k 103.88
Stryker Corporation (SYK) 0.1 $1.0M 3.3k 314.84
Philip Morris International (PM) 0.1 $1.0M 5.6k 180.91
Select Sector Spdr Tr St Str Energ Etf (XLE) 0.1 $1.0M 19k 53.11
Blackrock (BLK) 0.1 $991k 1.0k 961.56
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.1 $976k 50k 19.61
Ishares Tr Russell 2000 Etf (IWM) 0.1 $972k 3.2k 300.42
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $958k 31k 30.49
Chart Industries (GTLS) 0.1 $940k 4.5k 208.94
Automatic Data Processing (ADP) 0.1 $923k 4.1k 223.95
Ecolab (ECL) 0.0 $905k 3.2k 278.61
FedEx Corporation (FDX) 0.0 $886k 2.8k 313.15
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $882k 6.4k 137.53
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $880k 3.6k 242.43
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.0 $860k 17k 51.00
Wells Fargo & Company (WFC) 0.0 $846k 10k 82.64
Cgi Cl A Sub Vtg (GIB) 0.0 $843k 13k 64.57
Select Sector Spdr Tr St Str Finl Etf (XLF) 0.0 $842k 16k 53.61
Nextera Energy (NEE) 0.0 $842k 9.6k 87.77
Morgan Stanley Com New (MS) 0.0 $829k 4.0k 209.04
Advanced Micro Devices (AMD) 0.0 $815k 1.4k 580.91
Weyerhaeuser Com New (WY) 0.0 $781k 33k 23.94
Altria (MO) 0.0 $766k 11k 71.95
Ishares Tr Core High Dv Etf (HDV) 0.0 $755k 28k 27.41
Walt Disney Company (DIS) 0.0 $746k 7.7k 96.25
Eaton Corp SHS (ETN) 0.0 $739k 1.7k 426.12
Public Service Enterprise (PEG) 0.0 $726k 8.9k 81.16
Progressive Corporation (PGR) 0.0 $719k 3.3k 218.45
United Parcel Svcs CL B (UPS) 0.0 $713k 6.6k 107.50
Microchip Technology (MCHP) 0.0 $712k 7.8k 91.20
Texas Instruments Incorporated (TXN) 0.0 $698k 2.3k 298.07
Goldman Sachs (GS) 0.0 $674k 666.00 1012.08
Vaneck Etf Trust Morn Smid Mo Etf (SMOT) 0.0 $664k 17k 38.86
Corning Incorporated (GLW) 0.0 $664k 2.6k 255.43
Amgen (AMGN) 0.0 $654k 1.8k 362.12
Mondelez Intl Cl A (MDLZ) 0.0 $653k 11k 57.84
MetLife (MET) 0.0 $621k 7.3k 84.61
Lowe's Companies (LOW) 0.0 $620k 2.8k 220.49
Honeywell International (HON) 0.0 $617k 2.8k 223.90
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $613k 2.5k 242.99
Ishares Tr Msci Eafe Min Vl (EFAV) 0.0 $611k 7.0k 87.71
Honeywell Aerospace (HONA) 0.0 $608k 2.8k 221.08
Vanguard World Mega Grwth Ind (MGK) 0.0 $607k 6.9k 87.91
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $607k 4.1k 148.31
Bristol Myers Squibb (BMY) 0.0 $605k 11k 57.62
Ssga Active Tr State Street My (MYCH) 0.0 $603k 24k 24.91
Phillips 66 (PSX) 0.0 $593k 3.5k 169.05
International Business Machines (IBM) 0.0 $573k 2.0k 281.21
3M Company (MMM) 0.0 $564k 3.5k 161.91
Vanguard World Consum Stp Etf (VDC) 0.0 $559k 2.5k 225.49
Ishares Tr Ibonds Dec 27 (IBMP) 0.0 $555k 22k 25.42
Ishares Tr U.s. Pharma Etf (IHE) 0.0 $552k 5.6k 99.01
Target Corporation (TGT) 0.0 $547k 4.2k 130.61
Williams Companies (WMB) 0.0 $544k 7.3k 74.34
Proshares Tr S&p 500 High Etf (ISPY) 0.0 $542k 11k 48.19
Shell Spon Ads (SHEL) 0.0 $541k 7.0k 77.54
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $540k 7.1k 76.11
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.0 $535k 1.8k 290.62
Accenture Plc Ireland Shs Class A (ACN) 0.0 $529k 4.2k 124.44
Ameriprise Financial (AMP) 0.0 $523k 1.1k 458.76
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $514k 8.4k 61.46
Marvell Technology (MRVL) 0.0 $513k 1.7k 297.89
Union Pacific Corporation (UNP) 0.0 $512k 1.9k 272.00
Ge Aerospace Com New (GE) 0.0 $503k 1.3k 373.75
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $497k 3.0k 164.60
Nike CL B (NKE) 0.0 $496k 12k 41.05
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $486k 5.9k 82.11
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.0 $478k 9.4k 50.57
Spdr Series Trust St Str Sp Div (SDY) 0.0 $474k 3.1k 152.17
Welltower Inc Com reit (WELL) 0.0 $470k 2.1k 226.97
Travelers Companies (TRV) 0.0 $462k 1.4k 330.12
Capital One Financial (COF) 0.0 $461k 2.3k 200.62
Yum! Brands (YUM) 0.0 $454k 2.8k 159.86
At&t (T) 0.0 $453k 22k 20.70
Clearwater Paper (CLW) 0.0 $450k 29k 15.68
W.W. Grainger (GWW) 0.0 $445k 327.00 1360.40
Northrop Grumman Corporation (NOC) 0.0 $442k 868.00 509.31
Regions Financial Corporation (RF) 0.0 $440k 15k 30.20
Ishares Tr Core Div Grwth (DGRO) 0.0 $438k 5.8k 75.79
Lyondellbasell Industries Nv Shs - A - (LYB) 0.0 $435k 8.3k 52.65
Ssga Active Tr St Str Black Etf (HYBL) 0.0 $435k 16k 27.95
Brown Forman Corp CL B (BF.B) 0.0 $424k 16k 26.65
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.0 $424k 22k 19.52
Uber Technologies (UBER) 0.0 $421k 5.8k 72.16
Illinois Tool Works (ITW) 0.0 $419k 1.6k 270.47
Unilever Spon Adr New (UL) 0.0 $413k 6.9k 60.12
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $410k 1.8k 227.06
Carrier Global Corporation (CARR) 0.0 $396k 5.4k 73.35
SYSCO Corporation (SYY) 0.0 $396k 4.7k 83.58
Ishares Gold Tr Ishares New (IAU) 0.0 $392k 5.2k 75.51
Becton, Dickinson and (BDX) 0.0 $385k 2.5k 151.33
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.0 $380k 795.00 477.57
Spdr Series Trust ST STR SP600 SML (SPSM) 0.0 $376k 6.5k 57.67
L3harris Technologies (LHX) 0.0 $373k 1.3k 290.59
Moody's Corporation (MCO) 0.0 $368k 812.00 452.92
Community Healthcare Tr (CHCT) 0.0 $368k 20k 18.28
Vertiv Holdings Com Cl A (VRT) 0.0 $355k 1.1k 334.82
Southwest Airlines (LUV) 0.0 $350k 6.8k 51.42
Netflix (NFLX) 0.0 $346k 4.8k 71.40
Renasant (RNST) 0.0 $344k 8.1k 42.54
Ishares Tr Ibonds Dec 2032 (IBDX) 0.0 $340k 14k 25.19
Enbridge (ENB) 0.0 $337k 6.2k 54.21
Ford Motor Company (F) 0.0 $331k 24k 13.90
Diageo Spon Adr New (DEO) 0.0 $330k 4.1k 80.38
EOG Resources (EOG) 0.0 $330k 2.5k 129.73
Fifth Third Ban (FITB) 0.0 $326k 5.8k 56.37
Micron Technology (MU) 0.0 $320k 277.00 1154.32
Colgate-Palmolive Company (CL) 0.0 $317k 3.5k 91.68
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $304k 5.2k 58.98
World Gold Tr Spdr Gld Minis (GLDM) 0.0 $300k 3.8k 79.42
Global Payments (GPN) 0.0 $297k 4.1k 72.56
Allstate Corporation (ALL) 0.0 $292k 1.2k 237.94
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $289k 3.7k 77.91
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $288k 9.3k 31.10
Wisdomtree Tr Em Ex St-owned (XSOE) 0.0 $283k 5.7k 49.18
M&T Bank Corporation (MTB) 0.0 $279k 1.2k 238.01
Addus Homecare Corp (ADUS) 0.0 $279k 2.8k 100.47
Ge Vernova (GEV) 0.0 $275k 234.00 1173.30
Veralto Corp Com Shs (VLTO) 0.0 $273k 3.1k 88.68
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.0 $271k 1.4k 190.52
Magnite Ord (MGNI) 0.0 $271k 14k 18.98
Argan (AGX) 0.0 $268k 336.00 798.55
Trane Technologies SHS (TT) 0.0 $267k 544.00 491.16
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.0 $264k 4.9k 54.03
Select Sector Spdr Tr St Str Real Etf (XLRE) 0.0 $261k 5.9k 44.03
Rockwell Automation (ROK) 0.0 $259k 524.00 495.08
Johnson Controls Internation SHS (JCI) 0.0 $249k 1.7k 146.11
Ishares Tr Ibonds Dec 2030 (IBMS) 0.0 $247k 9.5k 25.87
Kinder Morgan (KMI) 0.0 $246k 7.7k 31.97
Analog Devices (ADI) 0.0 $245k 617.00 397.17
Sprott Asset Management Physical Gold Tr (PHYS) 0.0 $243k 8.1k 30.17
Copart (CPRT) 0.0 $241k 8.6k 28.19
HealthStream (HSTM) 0.0 $238k 8.7k 27.25
Amphenol Corp Cl A (APH) 0.0 $234k 1.3k 176.32
Intel Corporation (INTC) 0.0 $232k 1.7k 139.63
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $231k 12k 19.12
Markel Corporation (MKL) 0.0 $227k 116.00 1953.01
Air Products & Chemicals (APD) 0.0 $226k 772.00 293.18
Vanguard Index Fds Large Cap Etf (VV) 0.0 $223k 647.00 343.91
EastGroup Properties (EGP) 0.0 $221k 1.1k 202.57
Spdr Series Trust St Str Sp500div (SPYD) 0.0 $218k 4.6k 47.71
Atmos Energy Corporation (ATO) 0.0 $215k 1.2k 172.27
Northern Trust Corporation (NTRS) 0.0 $214k 1.2k 173.84
Fedex Fght Hldg Common Stock (FDXF) 0.0 $213k 1.4k 151.00
British Amern Tob Sponsored Adr (BTI) 0.0 $212k 3.4k 61.76
Kimberly-Clark Corporation (KMB) 0.0 $212k 1.9k 109.77
Ishares Tr Us Regnl Bks Etf (IAT) 0.0 $206k 3.3k 62.21
Humana (HUM) 0.0 $204k 513.00 397.22
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 0.0 $204k 2.5k 82.49
Vanguard World Utilities Etf (VPU) 0.0 $200k 1.0k 195.73
BBH TR Sele Lar Cap Etf (BBHL) 0.0 $191k 11k 17.40
Empire St Rlty Op Unit Ltd Prtnsp (ESBA) 0.0 $120k 22k 5.55