WI

WOODMONT INVESTMENT COUNSEL LLC

13F
WOODMONT INVESTMENT COUNSEL LLC
Last update 2025-07-22 276 Stocks (14 new)
Value $1.51 Bil Turnover 5 %
Countries:
Top Holdings: VUG(11.88%)VTV(8.79%)VEA(5.38%)IBDT(2.85%)IBDU(2.74%)
Summary Stock Picks Current Portfolio
WOODMONT INVESTMENT COUNSEL LL... Top Holdings of 2025-06-30 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
410,717
180,058.3
+2.67%
11.880
+0.31%
0.110
+27.35%
+9.24%
164,247.8
 
VTV
Vanguard Value ETF
753,725
133,213.4
+3.33%
8.790
+0.28%
0.100
+10.79%
+6.85%
134,245.4
 
VEA
Vanguard FTSE Developed Markets ETF
1,429,066
81,471.1
+2.78%
5.380
+0.15%
0.050
+12.11%
+21.29%
160,177.0
 
IBDT
iShares iBonds Dec 2028 Term Corporate ETF
iShares iBonds Dec 2028 Term Corporate ETF
1,700,074
43,215.9
+3.76%
2.850
+0.10%
1.500
+2.17%
+4.26%
2,883.4
 
IBDU
iShares iBonds Dec 2029 Term Corporate ETF
iShares iBonds Dec 2029 Term Corporate ETF
1,778,176
41,484.8
+5.96%
2.740
+0.15%
1.520
+2.78%
+4.61%
2,725.4
 
MSFT
Microsoft Corp
82,893
41,232.0
+0.54%
2.720
+0.01%
0.000
+38.00%
+20.34%
3,755,441.4
Software
AAPL
Apple Inc
180,705
37,075.3
+1.74%
2.450
+0.04%
0.000
+7.48%
-14.18%
3,202,241.1
Hardware
AVGO
Broadcom Inc
130,740
36,038.5
+1.58%
2.380
+0.04%
0.000
+64.67%
+20.81%
1,310,340.0
Semiconductors
IBDS
iShares iBonds Dec 2027 Term Corporate ETF
iShares iBonds Dec 2027 Term Corporate ETF
1,474,249
35,780.0
+2.94%
2.360
+0.07%
1.130
+1.69%
+3.33%
3,166.4
 
VTI
Vanguard Total Stock Market ETF
91,969
27,952.2
+3.27%
1.840
+0.06%
0.010
+19.96%
+7.60%
474,434.4
 

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
UPS
United Parcel Service Inc
2025-06-30
Reduce
Reduce
-0.41%
●
91.92 ($98.57) 110.2
$101.14
2.61%
Reduce -66.44%
26,196
-51,858
NVO
Novo Nordisk AS
2025-06-30
Reduce
Reduce
-0.40%
●
58.08 ($68.04) 81.05
$66.78
-1.85%
Reduce -68.26%
37,589
-80,833
FANG
Diamondback Energy Inc
2025-06-30
Add
Add
+0.36%
●
119.25 ($138.89) 161.49
$141.82
2.11%
Add 1123.02%
43,515
39,957
LLY
Eli Lilly and Co
2025-06-30
Add
Add
+0.36%
●
713.71 ($777.85) 898.95
$776.44
-0.18%
Add 53.43%
19,910
6,933
VUG
Vanguard Growth ETF
2025-06-30
Add
Add
+0.31%
●
329.49 ($394.63) 438.4
$447.28
13.34%
Add 2.67%
410,717
10,679
VTV
Vanguard Value ETF
2025-06-30
Add
Add
+0.28%
●
153.67 ($168.97) 176.74
$178.87
5.86%
Add 3.33%
753,725
24,282
SGOV
iShares 0-3 Month Treasury Bond ETF
2025-06-30
Add
Add
+0.19%
●
100.35 ($100.53) 100.71
$100.62
0.09%
Add 23.95%
148,008
28,596
WCMI
First Trust WCM International Equity ETF
First Trust WCM International Equity ETF
2025-06-30
New Buy
New Buy
+0.15%
●
12.75 ($14.91) 15.91
$15.65
4.96%
New holding
140,804
140,804
IBDU
iShares iBonds Dec 2029 Term Corporate ETF
iShares iBonds Dec 2029 Term Corporate ETF
2025-06-30
Add
Add
+0.15%
●
22.7 ($23.07) 23.33
$23.29
0.95%
Add 5.96%
1,778,176
100,022
VEA
Vanguard FTSE Developed Markets ETF
2025-06-30
Add
Add
+0.15%
●
45.65 ($53.52) 57.01
$57.28
7.03%
Add 2.78%
1,429,066
38,630

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 2025-06-30

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

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