WI

WOODMONT INVESTMENT COUNSEL LLC

13F
WOODMONT INVESTMENT COUNSEL LLC
Last update 2025-04-22 270 Stocks (19 new)
Value $1.39 Bil Turnover 6 %
Countries:
Top Holdings: VUG(10.71%)VTV(9.10%)VEA(5.10%)IBDT(2.99%)AAPL(2.85%)
Summary Stock Picks Current Portfolio
WOODMONT INVESTMENT COUNSEL LL... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VUG
Vanguard Growth ETF
400,038
148,342.0
-1.96%
10.710
-0.24%
0.090
+27.48%
+9.52%
167,127.0
 
VTV
Vanguard Value ETF
729,443
126,004.1
+5.80%
9.100
+0.50%
0.090
+10.43%
+6.13%
132,881.1
 
VEA
Vanguard FTSE Developed Markets ETF
1,390,436
70,675.9
+7.31%
5.100
+0.35%
0.050
+12.49%
+19.94%
157,607.2
 
IBDT
iShares iBonds Dec 2028 Term Corporate ETF
iShares iBonds Dec 2028 Term Corporate ETF
1,638,539
41,389.5
+6.46%
2.990
+0.18%
1.500
+1.89%
+4.13%
2,848.6
 
AAPL
Apple Inc
177,608
39,452.1
-0.08%
2.850
0%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
IBDU
iShares iBonds Dec 2029 Term Corporate ETF
iShares iBonds Dec 2029 Term Corporate ETF
1,678,154
38,815.7
+9.24%
2.800
+0.24%
1.530
+1.04%
+1.89%
2,696.6
 
IBDS
iShares iBonds Dec 2027 Term Corporate ETF
iShares iBonds Dec 2027 Term Corporate ETF
1,432,132
34,628.9
+5.57%
2.500
+0.13%
1.160
+1.52%
+3.24%
3,153.4
 
MSFT
Microsoft Corp
82,445
30,948.8
+2.36%
2.230
+0.05%
0.000
+38.94%
+21.47%
3,790,969.0
Software
IBDR
iShares iBonds Dec 2026 Term Corporate ETF
iShares iBonds Dec 2026 Term Corporate ETF
1,029,630
24,927.3
-0.58%
1.800
-0.01%
0.770
+1.31%
+2.72%
3,345.7
 
VTI
Vanguard Total Stock Market ETF
89,055
24,475.9
+1.26%
1.770
+0.02%
0.000
+19.82%
+7.35%
476,615.2
 

WOODMONT INVESTMENT COUNSEL LLC's Historical Top Holdings Breakdowns

WOODMONT INVESTMENT COUNSEL LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
LMT
Lockheed Martin Corp
2025-03-31
Reduce
Reduce
-0.67%
●
423.19 ($460.32) 506.29
$463.96
0.79%
Reduce -83.59%
3,670
-18,694
JQUA
JPMorgan U.S. Quality Factor ETF
2025-03-31
New Buy
New Buy
+0.57%
●
55.41 ($58.41) 60.74
$60.20
3.06%
New holding
139,679
139,679
VTV
Vanguard Value ETF
2025-03-31
Add
Add
+0.50%
●
167.73 ($174.39) 179.21
$177.66
1.88%
Add 5.8%
729,443
39,974
SOXX
iShares PHLX SOX Semiconductor Sector Index Fund
iShares PHLX SOX Semiconductor Sector Index Fund
2025-03-31
Reduce
Reduce
-0.44%
●
188.17 ($213.52) 235.81
$246.73
15.55%
Reduce -60.74%
17,684
-27,360
BAM
Brookfield Asset Management Ltd
2025-03-31
New Buy
New Buy
+0.42%
●
45.62 ($54.51) 61.36
$60.76
11.47%
New holding
119,337
119,337
SNEX
StoneX Group Inc
2025-03-31
Add
Add
+0.41%
●
65.73 ($75.46) 84.59
$93.65
24.11%
Add 38.79%
266,768
74,557
SMH
VanEck Vectors Semiconductor ETF
2025-03-31
Add
Add
+0.39%
●
211.47 ($239.69) 267.17
$290.31
21.12%
Add 493.64%
30,537
25,393
VEA
Vanguard FTSE Developed Markets ETF
2025-03-31
Add
Add
+0.35%
●
47.4 ($50.6) 52.99
$56.64
11.94%
Add 7.31%
1,390,436
94,718
NHI
National Health Investors Inc
2025-03-31
New Buy
New Buy
+0.31%
●
65.79 ($70.53) 76.06
$70.49
-0.06%
New holding
58,261
58,261
IBDU
iShares iBonds Dec 2029 Term Corporate ETF
iShares iBonds Dec 2029 Term Corporate ETF
2025-03-31
Add
Add
+0.24%
●
22.61 ($22.93) 23.14
$23.23
1.31%
Add 9.24%
1,678,154
142,013

WOODMONT INVESTMENT COUNSEL LLC Total Holding History ($B)

To

WOODMONT INVESTMENT COUNSEL LLC's Asset Allocation

To

WOODMONT INVESTMENT COUNSEL LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

WOODMONT INVESTMENT COUNSEL LLC's Hypothetical Growth since 2025-03-31

WOODMONT INVESTMENT COUNSEL LLC's Yearly Returns

Year Portfolio % % Excess Gain %

WOODMONT INVESTMENT COUNSEL LLC's Holdings Heat Map

Size field:

WOODMONT INVESTMENT COUNSEL LLC's Holdings Bubble Chart

WOODMONT INVESTMENT COUNSEL LLC News

  • 1

Discussions on WOODMONT INVESTMENT COUNSEL LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.