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
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
654
+ 12.52%
$507.05 - $563.67 $332K - $369K
5.88K $3.02M
FANG
Diamondback Energy, Inc.

Energy
1.35K
+ 60.78%
$139.9 - $180.18 $188K - $242K
3.56K $568K
COP
Conocophillips

Energy
1.97K
New
$88.6 - $105.85 $174K - $208K
1.97K $206K
AMD
Advanced Micro Devices Inc

Technology
2.01K
New
$96.63 - $129.55 $194K - $260K
2.01K $205K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
4.56K
New
$42.18 - $45.16 $192K - $206K
4.56K $201K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.03K
New
$95.85 - $99.25 $194K - $201K
2.03K $200K
V
Visa Inc.

Financial Services
4
+ 0.07%
$306.92 - $362.71 $1.23K - $1.45K
5.71K $2M
CTAS
Cintas Corp

Industrials
10
+ 0.13%
$182.09 - $208.14 $1.82K - $2.08K
7.78K $1.6M
CGGO
Capital Group Global Growth Eq

ETFs
5.94K
+ 20.84%
$28.33 - $30.84 $168K - $183K
34.4K $974K
CGXU
Capital Group Intl Focus Equit

ETFs
5.9K
+ 21.01%
$24.48 - $26.59 $144K - $157K
34K $831K
PFE
Pfizer Inc

Healthcare
17K
+ 6.71%
$25.01 - $27.13 $425K - $461K
270K $6.84M
IQLT
Ishares Msci Intl Quality Fact

ETFs
53
+ 0.12%
$36.91 - $41.03 $1.96K - $2.17K
45.3K $1.8M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
4K
+ 5.13%
$25.08 - $25.39 $100K - $102K
81.9K $2.07M
BAC
Bank Of America Corp

Financial Services
8.48K
+ 7.61%
$39.61 - $47.74 $336K - $405K
120K $5M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
1.73K
+ 19.57%
$59.78 - $60.03 $103K - $104K
10.6K $632K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
663
+ 25.47%
$128.74 - $138.67 $85.4K - $91.9K
3.27K $443K
FPE
First Tr Pfd Secs & Income ETF

ETFs
5.53K
+ 16.94%
$17.53 - $17.87 $97K - $98.8K
38.2K $671K
RDVY
First Trust Rising Dividend Ac

ETFs
1.66K
+ 18.93%
$57.22 - $63.39 $94.9K - $105K
10.4K $609K
CGGR
Capital Group Growth ETF Shs C

ETFs
4.42K
+ 18.81%
$33.98 - $39.84 $150K - $176K
27.9K $956K
PFF
Ishares Trust Ishares Pfd And

ETFs
2.9K
+ 17.03%
$30.73 - $32.26 $89.1K - $93.5K
19.9K $612K
SPY
Spdr S&P 500 ETF Trust

ETFs
409
+ 6.97%
$551.42 - $612.93 $226K - $251K
6.28K $3.51M
FNX
First Tr Mid Cap Core Alphadex

ETFs
928
+ 21.62%
$105.28 - $121.93 $97.7K - $113K
5.22K $568K
BMY
Bristol Myers Squibb CO

Healthcare
90
+ 0.69%
$53.9 - $63.11 $4.85K - $5.68K
13.1K $798K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
2.67K
+ 19.75%
$32.49 - $37.99 $86.7K - $101K
16.2K $542K
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.02%
$286.85 - $318.64 $287 - $319
4.34K $1.32M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
503
+ 2.92%
$77.7 - $78.94 $39.1K - $39.7K
17.7K $1.4M
TXN
Texas Instruments Inc

Technology
197
+ 14.01%
N/A
1.6K $311K
NOC
Northrop Grumman Corp

Industrials
15
+ 2.5%
$433.45 - $513.82 $6.5K - $7.71K
614 $314K
UL
Unilever PLC

Consumer Defensive
119
+ 1.5%
$54.72 - $60.29 $6.51K - $7.17K
8.04K $478K
HROW
Harrow Health, Inc.

Healthcare
22.3K
+ 27.39%
$22.22 - $36.67 $495K - $817K
104K $2.76M
KMB
Kimberly Clark Corp

Consumer Defensive
2
+ 0.1%
$124.46 - $147.4 $249 - $295
2.06K $293K
BDX
Becton Dickinson & CO

Healthcare
41
+ 1.09%
$222.79 - $249.08 $9.13K - $10.2K
3.79K $867K
QCOM
Qualcomm Inc

Technology
100
+ 1.54%
$151.94 - $175.86 $15.2K - $17.6K
6.59K $1.01M
TJX
Tjx Companies Inc

Consumer Cyclical
4
+ 0.05%
$112.81 - $126.16 $451 - $505
8.77K $1.07M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
60
+ 7.47%
$522.96 - $601.18 $31.4K - $36.1K
863 $460K
SMOT
Vaneck ETF Tr Morningstar Smid
11.1K
+ 6.78%
N/A
175K $0
Ishares Tr
10.7K
+ 16.29%
N/A
76.1K $0
Brookfield Asset Managmt LTD
119K
New
N/A
119K $0
RNDV
First Tr Vi Us Equity Divid Se
3.19K
+ 20.91%
N/A
18.4K $0
SYY
Sysco Corp

Consumer Defensive
2
+ 0.04%
$70.0 - $77.13 $140 - $154
5.4K $405K
MET
Metlife Inc

Financial Services
77
+ 0.84%
$77.7 - $87.0 $5.98K - $6.7K
9.27K $743K
RF
Regions Financial Corp

Financial Services
9
+ 0.1%
$20.84 - $24.77 $188 - $223
9.25K $201K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
128
+ 4.33%
$102.49 - $119.96 $13.1K - $15.4K
3.08K $322K
IWF
Ishares Russell 1000 Gr ETF

ETFs
278
+ 9.43%
$360.07 - $417.26 $100K - $116K
3.23K $1.16M
GWW
W.W. Grainger, Inc.

Industrials
3
+ 0.88%
$953.54 - $1132.42 $2.86K - $3.4K
344 $339K
GS
Goldman Sachs Group Inc

Financial Services
8
+ 0.84%
$524.81 - $672.19 $4.2K - $5.38K
963 $526K
AMAT
Applied Materials Inc

Technology
1
+ 0.07%
$145.06 - $195.51 $145 - $196
1.46K $212K
LOW
Lowes Companies Inc

Consumer Cyclical
23
+ 0.83%
$222.66 - $268.42 $5.12K - $6.17K
2.81K $655K
LPX
Louisiana Pacific Corp

Industrials
1
+ 0.03%
$89.37 - $118.15 $89.4 - $118
3.26K $299K
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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