Woodmont Investment Counsel LLC Purchases in Q2 2025

Woodmont Investment Counsel LLC

  • $1.49 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
10.7K
+ 2.67%
$329.49 - $438.4 $3.52M - $4.68M
411K $180M
AVGO
Broadcom Inc.

Technology
2.03K
+ 1.58%
$146.29 - $275.65 $297K - $560K
131K $36M
VEA
Vanguard Ftse Developed Market

ETFs
38.6K
+ 2.78%
$45.65 - $57.01 $1.76M - $2.2M
1.43M $81.5M
MSFT
Microsoft Corp

Technology
448
+ 0.54%
$354.56 - $497.45 $159K - $223K
82.9K $41.2M
VTV
Vanguard Value ETF

ETFs
24.3K
+ 3.33%
$153.67 - $176.74 $3.73M - $4.29M
754K $133M
FANG
Diamondback Energy, Inc.

Energy
40K
+ 1123.02%
$119.25 - $161.49 $4.76M - $6.45M
43.5K $5.98M
LLY
Eli Lilly & CO

Healthcare
6.93K
+ 53.43%
$713.71 - $898.95 $4.95M - $6.23M
19.9K $15.5M
JPM
Jpmorgan Chase & CO

Financial Services
2.43K
+ 2.87%
$210.28 - $289.91 $512K - $705K
87.1K $25.3M
SNEX
Stone X Group Inc.

Financial Services
457
+ 0.17%
$69.59 - $94.15 $31.8K - $43K
267K $24.4M
VTI
Vanguard Total Stock Market Et

ETFs
2.91K
+ 3.27%
$243.75 - $303.93 $710K - $886K
92K $28M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
28.6K
+ 23.95%
$100.35 - $100.71 $2.87M - $2.88M
148K $14.9M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
100K
+ 5.96%
$22.7 - $23.33 $2.27M - $2.33M
1.78M $41.5M
IVV
Ishares Core S&P 500 ETF

ETFs
3.43K
+ 91.78%
$498.8 - $620.9 $1.71M - $2.13M
7.16K $4.45M
GOOG
Alphabet Inc.

Communication Services
4.09K
+ 5.51%
$146.58 - $180.01 $599K - $736K
78.2K $13.9M
HCA
Hca Healthcare, Inc.

Healthcare
1
+ 0.0%
$317.61 - $387.52 $318 - $388
59.1K $22.7M
VO
Vanguard Mid Cap ETF

ETFs
305
+ 0.34%
$228.54 - $279.83 $69.7K - $85.3K
90.4K $25.3M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
3.27K
+ 379.14%
$468.22 - $566.51 $1.53M - $1.85M
4.14K $2.34M
GOOGL
Alphabet Inc.

Communication Services
5.55K
+ 13.58%
$144.7 - $178.6 $803K - $991K
46.4K $8.17M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
61.5K
+ 3.76%
$24.94 - $25.42 $1.53M - $1.56M
1.7M $43.2M
SOXX
Ishares Semiconductor ETF

ETFs
3.85K
+ 21.77%
$154.86 - $239.07 $596K - $920K
21.5K $5.14M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
12K
+ 3.32%
$34.72 - $42.74 $415K - $511K
373K $15.9M
SPTS
Spdr Portfolio Short Term Trea

ETFs
53.2K
+ 6.65%
$29.07 - $29.38 $1.55M - $1.56M
853K $25M
EMR
Emerson Electric CO

Industrials
898
+ 1.54%
$94.15 - $133.33 $84.5K - $120K
59.1K $7.89M
NVDA
Nvidia Corp

Technology
2.7K
+ 14.25%
$94.31 - $157.99 $255K - $427K
21.7K $3.42M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2.98K
New
$376.48 - $440.65 $1.12M - $1.31M
2.98K $1.31M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
41.3K
+ 7.02%
$28.21 - $28.85 $1.17M - $1.19M
630K $18.1M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
24.7K
+ 120.05%
$50.52 - $50.92 $1.25M - $1.26M
45.3K $2.31M
PANW
Palo Alto Networks Inc

Technology
885
+ 2.94%
$152.44 - $204.64 $135K - $181K
31K $6.35M
IBDV
Ishares Tr

Technology
53.8K
New
$21.28 - $21.98 $1.14M - $1.18M
53.8K $1.18M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
42.1K
+ 2.94%
$23.96 - $24.27 $1.01M - $1.02M
1.47M $35.8M
NHI
National Health Investors Inc

Real Estate
19.4K
+ 33.37%
$68.74 - $76.77 $1.34M - $1.49M
77.7K $5.45M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
39.6K
+ 410.62%
$24.32 - $27.87 $964K - $1.1M
49.3K $1.31M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
7.35K
+ 5.26%
$50.39 - $60.05 $371K - $442K
147K $8.83M
META
Meta Platforms, Inc.

Communication Services
87
+ 1.66%
$484.66 - $738.09 $42.2K - $64.2K
5.33K $3.93M
ORCL
Oracle Corp

Technology
81
+ 0.72%
$122.82 - $218.63 $9.95K - $17.7K
11.3K $2.46M
AMZN
Amazon Com Inc

Consumer Cyclical
1.61K
+ 9.48%
$167.32 - $223.3 $269K - $359K
18.6K $4.07M
BAC
Bank Of America Corp

Financial Services
2.66K
+ 2.22%
$34.39 - $47.46 $91.6K - $126K
122K $5.79M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
15.3K
+ 175.53%
$50.36 - $50.68 $770K - $775K
24K $1.22M
PNFP
Pinnacle Financial Partners Inc

Financial Services
4.51K
+ 7.34%
$87.19 - $111.51 $393K - $503K
65.9K $7.28M
CGUS
Capital Group Core Equity ETF
11.7K
+ 12.72%
$29.93 - $36.93 $349K - $431K
103K $3.82M
GTLS
Chart Industries Inc

Industrials
2.12K
+ 10.96%
$115.08 - $175.5 $244K - $371K
21.4K $3.53M
HDV
Ishares Core High Dividend ETF

ETFs
5.52K
New
$108.41 - $120.51 $599K - $666K
5.52K $647K
SPY
Spdr S&P 500 ETF Trust

ETFs
427
+ 6.8%
$496.48 - $617.85 $212K - $264K
6.71K $4.14M
DVY
Ishares Tr

ETFs
4.74K
+ 118.11%
$118.37 - $134.86 $561K - $639K
8.76K $1.16M
QQQ
Invesco Qqq Trust, Series 1

ETFs
27
+ 0.38%
$416.06 - $551.64 $11.2K - $14.9K
7.15K $3.94M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
368
+ 6.26%
$456.74 - $568.03 $168K - $209K
6.25K $3.55M
COF
Capital One Financial Corp

Financial Services
2.35K
New
$150.57 - $212.76 $353K - $499K
2.35K $498K
HROW
Harrow Health, Inc.

Healthcare
2.52K
+ 2.43%
$22.2 - $31.61 $55.9K - $79.7K
106K $3.24M
AFL
Aflac Inc

Financial Services
6.08K
+ 22.1%
$99.77 - $112.45 $607K - $684K
33.6K $3.54M
Activity Summary
Buys All Purchases 148 New Holdings 14 Increased Positions 134 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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