Woodmont Investment Counsel LLC Purchases in Q1 2025

Woodmont Investment Counsel LLC

  • $1.36 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
40K
+ 5.8%
$167.73 - $179.21 $6.7M - $7.16M
729K $126M
VEA
Vanguard Ftse Developed Market

ETFs
94.7K
+ 7.31%
$47.4 - $52.99 $4.49M - $5.02M
1.39M $70.7M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
140K
New
$55.41 - $60.74 $7.74M - $8.48M
140K $7.89M
SNEX
Stone X Group Inc.

Financial Services
139K
+ 108.18%
$76.12 - $126.89 $10.6M - $17.6M
267K $20.4M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
25.4K
+ 493.64%
$211.47 - $267.17 $5.37M - $6.78M
30.5K $6.46M
NHI
National Health Investors Inc

Real Estate
58.3K
New
$65.79 - $76.06 $3.83M - $4.43M
58.3K $4.3M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
142K
+ 9.24%
$22.61 - $23.14 $3.21M - $3.29M
1.68M $38.8M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
104K
+ 21.39%
$27.64 - $28.58 $2.87M - $2.96M
589K $16.8M
BRK-A
Berkshire Hathaway Inc

Financial Services
4
New
$663000.0 - $801950.0 $2.65M - $3.21M
4 $3.19M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
99.4K
+ 6.46%
$24.79 - $25.26 $2.46M - $2.51M
1.64M $41.4M
CVX
Chevron Corp

Energy
2.67K
+ 2.31%
$146.71 - $167.97 $392K - $448K
118K $19.8M
HCA
Hca Healthcare, Inc.

Healthcare
417
+ 0.71%
$296.7 - $345.55 $124K - $144K
59.1K $20.4M
SPTS
Spdr Portfolio Short Term Trea

ETFs
90.4K
+ 12.74%
$28.92 - $29.24 $2.61M - $2.64M
800K $23.4M
JNJ
Johnson & Johnson

Healthcare
3.92K
+ 4.37%
$142.06 - $167.7 $556K - $657K
93.6K $15.5M
LLY
Eli Lilly & CO

Healthcare
2.29K
+ 21.43%
$725.72 - $929.72 $1.66M - $2.13M
13K $10.7M
GIB
Cgi Inc

Technology
21.9K
New
$98.12 - $122.43 $2.15M - $2.68M
21.9K $2.19M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
75.5K
+ 5.57%
$23.9 - $24.18 $1.81M - $1.83M
1.43M $34.6M
VEU
Vanguard Ftse All World Ex Us

ETFs
19.4K
+ 9.44%
$56.51 - $62.98 $1.1M - $1.22M
225K $13.6M
ADUS
Addus Home Care Corp

Healthcare
18.6K
New
$89.83 - $135.92 $1.67M - $2.52M
18.6K $1.83M
CB
Chubb LTD

Financial Services
3.1K
+ 9.29%
$257.71 - $301.99 $798K - $936K
36.5K $11M
VZ
Verizon Communications Inc

Communication Services
12.2K
+ 6.05%
$37.81 - $46.49 $460K - $566K
213K $9.67M
KO
Coca Cola CO

Consumer Defensive
4.65K
+ 4.34%
$60.81 - $72.32 $283K - $336K
112K $8M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
22.3K
+ 6.6%
$37.07 - $40.63 $828K - $907K
361K $14.2M
AFL
Aflac Inc

Financial Services
5.92K
+ 27.39%
$100.99 - $111.19 $597K - $658K
27.5K $3.06M
XLV
Select Sector Spdr Fund Health

ETFs
2.26K
+ 4.44%
$137.61 - $149.68 $311K - $339K
53.2K $7.76M
JPM
Jpmorgan Chase & CO

Financial Services
973
+ 1.16%
$225.19 - $279.95 $219K - $272K
84.7K $20.8M
LYB
Lyondell Basell Industries N.V.

Basic Materials
13.2K
+ 15.01%
$69.82 - $78.67 $925K - $1.04M
102K $7.15M
UNH
Unitedhealth Group Inc

Healthcare
507
+ 2.8%
$461.52 - $548.18 $234K - $278K
18.6K $9.75M
ORI
Old Republic International Corp

Financial Services
3.62K
+ 2.89%
$33.46 - $39.22 $121K - $142K
129K $5.06M
CXW
Core Civic, Inc.

Real Estate
25.3K
New
$18.02 - $23.05 $456K - $583K
25.3K $513K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.58K
+ 1.45%
$114.57 - $118.14 $181K - $187K
111K $13.1M
VGIT
Vanguard Intermediate Term Tre

ETFs
7.52K
New
$57.44 - $59.4 $432K - $447K
7.52K $446K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3.99K
+ 3.46%
$100.34 - $100.68 $401K - $402K
119K $12M
PG
Procter & Gamble CO

Consumer Defensive
948
+ 1.11%
$158.56 - $176.26 $150K - $167K
86.3K $14.7M
CGUS
Capital Group Core Equity ETF
15.4K
+ 20.1%
$33.08 - $36.62 $508K - $562K
91.7K $3.06M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
1.63K
+ 5.13%
$69.81 - $78.9 $114K - $129K
33.4K $2.6M
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.66K
New
$56.17 - $59.71 $318K - $338K
5.66K $323K
PHYS
Sprott Physical Gold Trust

Financial Services
11.9K
New
$20.25 - $24.06 $241K - $287K
11.9K $286K
CGDV
Capital Group Divid Value ETF

ETFs
7.13K
+ 20.87%
$34.95 - $37.36 $249K - $266K
41.3K $1.47M
DE
Deere & CO

Industrials
566
New
$408.57 - $509.27 $231K - $288K
566 $265K
MO
Altria Group, Inc.

Consumer Defensive
3.33K
+ 51.29%
$50.81 - $60.02 $169K - $200K
9.82K $589K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.68K
+ 1.66%
$51.52 - $52.37 $138K - $140K
164K $8.6M
FTCS
First Trust Capital Strength E

ETFs
2.51K
+ 21.79%
$86.39 - $91.35 $217K - $229K
14K $1.26M
DELL
Dell Technologies Inc.

Technology
18.6K
+ 30.7%
$90.34 - $124.66 $1.68M - $2.31M
79K $7.2M
GE
General Electric CO

Industrials
1.18K
New
$168.59 - $212.13 $199K - $250K
1.18K $235K
PM
Philip Morris International Inc.

Consumer Defensive
205
+ 3.89%
$117.15 - $158.79 $24K - $32.6K
5.47K $868K
GLDM
World Gold Trust

ETFs
3.7K
New
$52.19 - $61.89 $193K - $229K
3.7K $228K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.05K
New
$51.45 - $58.51 $209K - $237K
4.05K $209K
WRB
Berkley W R Corp

Financial Services
2.93K
New
$56.7 - $71.27 $166K - $209K
2.93K $208K
Activity Summary
Buys All Purchases 126 New Holdings 19 Increased Positions 107 Sells All Sells 101 Reductions 101 Sold out 0 Options Calls 0 Puts 0
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