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
+6.03%
+2.27%
152,573.2
 
VTV 		Vanguard Value ETF
729,443
126,004.1
+5.80%
9.100
+0.50%
0.090
-1.64%
+2.53%
130,487.1
 
VEA 		Vanguard FTSE Developed Markets ETF
1,390,436
70,675.9
+7.31%
5.100
+0.35%
0.050
+8.98%
+17.25%
151,390.0
 
IBDT 		iShares iBonds Dec 2028 Term Corporate ETF
1,638,539
41,389.5
+6.46%
2.990
+0.18%
1.500
+1.24%
+3.16%
2,831.4
 
AAPL 		Apple Inc
177,608
39,452.1
-0.08%
2.850
0%
0.000
-14.49%
-18.63%
3,036,005.4
Hardware
IBDU 		iShares iBonds Dec 2029 Term Corporate ETF
1,678,154
38,815.7
+9.24%
2.800
+0.24%
1.530
+1.15%
+3.26%
2,604.2
 
IBDS 		iShares iBonds Dec 2027 Term Corporate ETF
1,432,132
34,628.9
+5.57%
2.500
+0.13%
1.160
+1.10%
+2.49%
3,050.9
 
MSFT 		Microsoft Corp
82,445
30,948.8
+2.36%
2.230
+0.05%
0.000
+19.39%
+10.26%
3,441,044.8
Software
IBDR 		iShares iBonds Dec 2026 Term Corporate ETF
1,029,630
24,927.3
-0.58%
1.800
-0.01%
0.770
+1.06%
+2.02%
3,273.0
 
VTI 		Vanguard Total Stock Market ETF
89,055
24,475.9
+1.26%
1.770
+0.02%
0.000
+2.33%
+1.58%
448,234.5
 

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 Corp2025-03-31Reduce
-0.67%
●
423.19 ($460.32) 506.29
$480.17
4.31%
Reduce -83.59%
3,670
-18,694
JQUA 		JPMorgan U.S. Quality Factor ETF2025-03-31New Buy
+0.57%
●
55.41 ($58.41) 60.74
$59.30
1.52%
New holding
139,679
139,679
VTV 		Vanguard Value ETF2025-03-31Add
+0.50%
●
167.73 ($174.39) 179.21
$172.58
-1.04%
Add 5.8%
729,443
39,974
SOXX 		iShares PHLX SOX Semiconductor Sector Index Fund2025-03-31Reduce
-0.44%
●
188.17 ($213.52) 235.81
$213.62
0.05%
Reduce -60.74%
17,684
-27,360
BAM 		Brookfield Asset Management Ltd2025-03-31New Buy
+0.42%
●
45.62 ($54.51) 61.36
$56.44
3.54%
New holding
119,337
119,337
SNEX 		StoneX Group Inc2025-03-31Add
+0.41%
●
65.73 ($75.46) 84.59
$84.96
12.59%
Add 38.79%
266,768
74,557
SMH 		VanEck Vectors Semiconductor ETF2025-03-31Add
+0.39%
●
211.47 ($239.69) 267.17
$248.79
3.80%
Add 493.64%
30,537
25,393
VEA 		Vanguard FTSE Developed Markets ETF2025-03-31Add
+0.35%
●
47.4 ($50.6) 52.99
$55.81
10.30%
Add 7.31%
1,390,436
94,718
NHI 		National Health Investors Inc2025-03-31New Buy
+0.31%
●
65.79 ($70.53) 76.06
$71.80
1.80%
New holding
58,261
58,261
IBDU 		iShares iBonds Dec 2029 Term Corporate ETF2025-03-31Add
+0.24%
●
22.61 ($22.93) 23.14
$23.08
0.65%
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

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