Woodmont Investment Counsel LLC Purchases in Q3 2024

Woodmont Investment Counsel LLC

  • $1.32 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CTAS
Cintas Corp

Industrials
5.92K
+ 300.0%
$201.38 - $819.83 $1.19M - $4.85M
7.89K $1.62M
CGGR
Capital Group Growth ETF Shs C

ETFs
5.8K
+ 34.69%
$30.71 - $34.79 $178K - $202K
22.5K $783K
SPY
Spdr S&P 500 ETF Trust

ETFs
92
+ 1.55%
$517.38 - $573.86 $47.6K - $52.8K
6.04K $3.47M
CLX
Clorox CO

Consumer Defensive
1.36K
New
$131.73 - $166.97 $180K - $228K
1.36K $222K
RF
Regions Financial Corp

Financial Services
9.25K
New
$19.51 - $23.42 $180K - $217K
9.25K $215K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
4.06K
+ 25.35%
$50.61 - $50.96 $205K - $207K
20.1K $1.02M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
4.56K
New
$39.95 - $45.86 $182K - $209K
4.56K $208K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.47K
New
$77.02 - $85.06 $190K - $210K
2.47K $208K
WDAY
Workday, Inc.

Technology
127
+ 1.55%
$207.75 - $264.68 $26.4K - $33.6K
8.31K $2.03M
CHCT
Community Healthcare Trust Inc

Real Estate
10K
New
$15.86 - $27.51 $159K - $275K
10K $181K
RDVY
First Trust Rising Dividend Ac

ETFs
2.42K
+ 61.47%
$53.68 - $59.24 $130K - $143K
6.36K $376K
DAL
Delta Air Lines, Inc.

Industrials
437
+ 1.06%
$37.32 - $51.8 $16.3K - $22.6K
41.6K $2.11M
FNX
First Tr Mid Cap Core Alphadex

ETFs
1.21K
+ 65.34%
$106.85 - $117.19 $130K - $142K
3.07K $359K
CAT
Caterpillar Inc

Industrials
29
+ 1.16%
$316.8 - $391.12 $9.19K - $11.3K
2.54K $992K
IBMO
Ishares Tr Ibonds December 202

ETFs
5.09K
+ 9.45%
$25.26 - $25.66 $129K - $131K
59K $1.51M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
20
+ 0.46%
$475.2 - $527.7 $9.5K - $10.6K
4.34K $2.29M
PANW
Palo Alto Networks Inc

Technology
253
+ 1.73%
$294.18 - $368.01 $74.4K - $93.1K
14.9K $5.08M
MO
Altria Group, Inc.

Consumer Defensive
1.88K
+ 40.47%
$45.95 - $54.71 $86.2K - $103K
6.51K $332K
PM
Philip Morris International Inc.

Consumer Defensive
86
+ 1.6%
$101.25 - $127.45 $8.71K - $11K
5.45K $661K
IWD
Ishares Russell 1000 Val ETF

ETFs
243
+ 6.02%
$173.36 - $189.8 $42.1K - $46.1K
4.28K $811K
XOM
Exxon Mobil Corp

Energy
32
+ 0.06%
$109.72 - $119.0 $3.51K - $3.81K
49.4K $5.79M
EFA
Ishares Tr Msci Eafe ETF

ETFs
333
+ 2.63%
$75.32 - $84.37 $25.1K - $28.1K
13K $1.09M
IWF
Ishares Russell 1000 Gr ETF

ETFs
153
+ 4.82%
$332.02 - $382.76 $50.8K - $58.6K
3.33K $1.25M
T
At&T Inc.

Communication Services
410
+ 1.49%
$18.21 - $22.28 $7.47K - $9.13K
27.9K $613K
CGXU
Capital Group Intl Focus Equit

ETFs
2.19K
+ 12.36%
$24.27 - $27.46 $53.2K - $60.2K
19.9K $537K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.25K
+ 8.27%
$50.25 - $50.74 $63K - $63.6K
16.4K $831K
SCHG
Schwab Strategic Tr Us Large C

ETFs
150
+ 1.59%
$92.63 - $105.69 $13.9K - $15.9K
9.58K $997K
PFF
Ishares Trust Ishares Pfd And

ETFs
544
+ 3.3%
$31.18 - $33.5 $17K - $18.2K
17K $565K
GTLS
Chart Industries Inc

Industrials
4.13K
+ 17.47%
$106.83 - $168.99 $441K - $698K
27.8K $3.45M
DIS
Walt Disney CO

Communication Services
754
+ 6.49%
$85.6 - $98.61 $64.5K - $74.4K
12.4K $1.19M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
257
+ 0.26%
$26.42 - $26.67 $6.79K - $6.85K
99.5K $2.65M
NVDA
Nvidia Corp

Technology
422
+ 2.45%
$98.91 - $134.91 $41.7K - $56.9K
17.7K $2.15M
IWY
Ishares Tr Russell 200 Growth

ETFs
1
+ 0.06%
$194.66 - $225.97 $195 - $226
1.79K $393K
RNDV
First Tr Vi Us Equity Divid Se
10.8K
New
N/A
10.8K $0
Proshares Tr
5.3K
New
N/A
5.3K $0
Ishares Tr
20.4K
New
N/A
20.4K $0
SMOT
Vaneck ETF Tr Morningstar Smid
6.56K
+ 4.29%
N/A
159K $0
Linde PLC
434
New
N/A
434 $0
AMZN
Amazon Com Inc

Consumer Cyclical
527
+ 3.15%
$161.02 - $200.0 $84.9K - $105K
17.3K $3.22M
ATEX
Anterix Inc.

Communication Services
800
+ 2.37%
$34.96 - $42.18 $28K - $33.7K
34.5K $1.3M
FANG
Diamondback Energy, Inc.

Energy
100
+ 4.73%
$168.46 - $210.94 $16.8K - $21.1K
2.21K $381K
MRNA
Moderna, Inc.

Healthcare
8.22K
+ 63.36%
$63.64 - $125.14 $523K - $1.03M
21.2K $1.42M
CVX
Chevron Corp

Energy
2.42K
+ 2.19%
$137.88 - $161.97 $334K - $393K
113K $16.7M
GOOG
Alphabet Inc.

Communication Services
336
+ 0.47%
$149.54 - $192.66 $50.2K - $64.7K
72.6K $12.1M
MSFT
Microsoft Corp

Technology
346
+ 0.43%
$395.15 - $467.56 $137K - $162K
80.5K $34.6M
MRK
Merck & Co., Inc.

Healthcare
2.93K
+ 1.81%
$111.15 - $128.97 $326K - $378K
165K $18.8M
Activity Summary
Buys All Purchases 97 New Holdings 17 Increased Positions 80 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 0 Puts 0
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