Woodmont Investment Counsel LLC Purchases in Q4 2024

Woodmont Investment Counsel LLC

  • $1.34 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
3.43K
+ 0.85%
$378.79 - $428.11 $1.3M - $1.47M
408K $167M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
104K
+ 1946.52%
$115.08 - $119.55 $12M - $12.4M
109K $12.6M
NVO
Novo Nordisk A S

Healthcare
81.2K
+ 276.18%
$85.0 - $120.04 $6.9M - $9.74M
111K $9.51M
SPTS
Spdr Portfolio Short Term Trea

ETFs
185K
+ 35.24%
$28.88 - $29.33 $5.34M - $5.42M
710K $20.6M
LLY
Eli Lilly & CO

Healthcare
5.86K
+ 121.22%
$727.2 - $932.06 $4.26M - $5.46M
10.7K $8.25M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
154K
+ 11.13%
$22.71 - $23.47 $3.49M - $3.61M
1.54M $35M
SPSB
Spdr Portfolio Short Term Corp

ETFs
67.3K
New
$29.77 - $30.19 $2M - $2.03M
67.3K $2.01M
XOM
Exxon Mobil Corp

Energy
21.5K
+ 43.42%
$105.51 - $125.37 $2.26M - $2.69M
70.9K $7.62M
PNFP
Pinnacle Financial Partners Inc

Financial Services
7.65K
+ 14.36%
$92.95 - $129.87 $711K - $994K
60.9K $6.97M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
52.4K
+ 5.33%
N/A
1.04M $24.6M
TSLA
Tesla, Inc.

Consumer Cyclical
2.88K
New
$213.65 - $479.86 $615K - $1.38M
2.88K $1.16M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
69.5K
+ 5.4%
$23.88 - $24.32 $1.66M - $1.69M
1.36M $32.5M
GOOGL
Alphabet Inc.

Communication Services
262
+ 0.69%
$161.86 - $196.66 $42.4K - $51.5K
38.4K $7.26M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
73.6K
+ 5.02%
$24.82 - $25.48 $1.83M - $1.88M
1.54M $38.3M
CAT
Caterpillar Inc

Industrials
2.67K
+ 105.2%
$360.37 - $416.88 $962K - $1.11M
5.21K $1.89M
AMZN
Amazon Com Inc

Consumer Cyclical
1.39K
+ 8.07%
$180.88 - $232.93 $252K - $324K
18.6K $4.09M
EMR
Emerson Electric CO

Industrials
218
+ 0.38%
$108.13 - $134.33 $23.6K - $29.3K
57.7K $7.16M
USB
Us Bancorp \De\

Financial Services
14.7K
+ 91.3%
$43.98 - $53.66 $647K - $790K
30.8K $1.47M
MS
Morgan Stanley

Financial Services
5.08K
New
$104.42 - $134.99 $531K - $686K
5.08K $638K
VTI
Vanguard Total Stock Market Et

ETFs
51
+ 0.06%
$280.04 - $302.45 $14.3K - $15.4K
87.9K $25.5M
CGUS
Capital Group Core Equity ETF
14.7K
+ 23.8%
$33.96 - $36.24 $499K - $532K
76.4K $2.67M
BAC
Bank Of America Corp

Financial Services
1.72K
+ 1.57%
$39.22 - $47.77 $67.6K - $82.4K
111K $4.89M
ALL
Allstate Corp

Financial Services
2.79K
New
$181.25 - $208.2 $505K - $580K
2.79K $537K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
8.85K
New
$59.74 - $60.03 $528K - $531K
8.85K $528K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
888
+ 20.48%
$521.84 - $558.82 $463K - $496K
5.22K $2.81M
FTCS
First Trust Capital Strength E

ETFs
5.82K
+ 102.23%
$87.62 - $94.03 $510K - $547K
11.5K $1.01M
DAL
Delta Air Lines, Inc.

Industrials
192
+ 0.46%
$47.46 - $65.77 $9.11K - $12.6K
41.8K $2.53M
PANW
Palo Alto Networks Inc

Technology
15.1K
+ 101.84%
$181.96 - $405.9 $2.75M - $6.14M
30K $5.46M
IHE
Ishares Tr

ETFs
5.57K
New
$65.15 - $71.86 $363K - $401K
5.57K $366K
CGDV
Capital Group Divid Value ETF

ETFs
9.92K
+ 40.92%
$35.16 - $37.12 $349K - $368K
34.2K $1.21M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
2.41K
New
$125.5 - $148.67 $303K - $359K
2.41K $319K
DFS
Discover Financial Services

Financial Services
1.65K
New
$136.3 - $182.67 $225K - $302K
1.65K $286K
HSTM
Healthstream Inc

Healthcare
8.65K
New
$28.11 - $33.16 $243K - $287K
8.65K $275K
FNDX
Schwab Fundamental U S Large C

ETFs
9.27K
New
$23.49 - $71.77 $218K - $665K
9.27K $219K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
474
New
$417.69 - $450.94 $198K - $214K
474 $201K
META
Meta Platforms, Inc.

Communication Services
135
+ 2.65%
$554.08 - $632.68 $74.8K - $85.4K
5.23K $3.09M
IBMO
Ishares Tr Ibonds December 202

ETFs
6.74K
+ 11.43%
$25.4 - $25.62 $171K - $173K
65.7K $1.67M
CGXU
Capital Group Intl Focus Equit

ETFs
8.14K
+ 40.81%
$24.67 - $26.94 $201K - $219K
28.1K $692K
RDVY
First Trust Rising Dividend Ac

ETFs
2.4K
+ 37.68%
$58.65 - $64.37 $141K - $154K
8.76K $518K
FNX
First Tr Mid Cap Core Alphadex

ETFs
1.22K
+ 39.71%
$114.77 - $127.28 $140K - $155K
4.29K $496K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
9.98K
+ 403.85%
$26.93 - $84.95 $269K - $847K
12.4K $339K
FPE
First Tr Pfd Secs & Income ETF

ETFs
7.84K
+ 31.6%
$17.65 - $18.18 $138K - $143K
32.7K $578K
PFE
Pfizer Inc

Healthcare
25.5K
+ 11.21%
$24.8 - $30.19 $633K - $770K
253K $6.71M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
3.68K
+ 37.4%
$35.45 - $40.33 $130K - $148K
13.5K $484K
CLW
Clearwater Paper Corp

Basic Materials
2.18K
+ 6.14%
$24.53 - $32.66 $53.5K - $71.2K
37.7K $1.12M
LYB
Lyondell Basell Industries N.V.

Basic Materials
20.9K
+ 31.0%
$72.97 - $96.75 $1.52M - $2.02M
88.3K $6.55M
IBMP
Ishares Tr Ibonds December 202

ETFs
4.41K
+ 6.59%
$25.08 - $25.43 $111K - $112K
71.3K $1.79M
CGGR
Capital Group Growth ETF Shs C

ETFs
971
+ 4.31%
$34.49 - $39.24 $33.5K - $38.1K
23.5K $873K
ADP
Automatic Data Processing Inc

Industrials
75
+ 1.76%
$280.08 - $307.97 $21K - $23.1K
4.34K $1.27M
Activity Summary
Buys All Purchases 109 New Holdings 15 Increased Positions 94 Sells All Sells 109 Reductions 109 Sold out 0 Options Calls 0 Puts 0
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