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
MS
Morgan Stanley

Financial Services
3
+ 0.06%
$111.68 - $141.08 $335 - $423
5.09K $593K
FDX
Fedex Corp

Industrials
163
+ 6.59%
$230.33 - $281.53 $37.5K - $45.9K
2.64K $642K
META
Meta Platforms, Inc.

Communication Services
11
+ 0.21%
$576.36 - $736.67 $6.34K - $8.1K
5.24K $3.02M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.15K
+ 3.06%
$24.91 - $29.02 $28.7K - $33.4K
38.8K $971K
SCHA
Schwab Strategic Tr Us Small C

ETFs
6
+ 0.02%
$23.16 - $27.04 $139 - $162
34.3K $803K
ASPN
Aspen Aerogels Inc

Industrials
4.65K
+ 18.36%
$6.39 - $13.9 $29.7K - $64.7K
30K $191K
CLW
Clearwater Paper Corp

Basic Materials
2.01K
+ 5.33%
$22.98 - $32.73 $46.1K - $65.7K
39.7K $1.01M
ETN
Eaton Corp PLC

Industrials
20
+ 0.98%
$271.83 - $371.23 $5.44K - $7.42K
2.05K $557K
VO
Vanguard Mid Cap ETF

ETFs
1.42K
+ 1.6%
$251.87 - $277.95 $357K - $394K
90.1K $23.3M
WDAY
Workday, Inc.

Technology
174
+ 2.1%
$233.53 - $277.82 $40.6K - $48.3K
8.48K $1.98M
NVDA
Nvidia Corp

Technology
1.72K
+ 9.95%
$106.98 - $149.43 $184K - $256K
19K $2.05M
ORCL
Oracle Corp

Technology
65
+ 0.58%
$139.81 - $186.47 $9.09K - $12.1K
11.2K $1.56M
PANW
Palo Alto Networks Inc

Technology
153
+ 0.51%
$167.82 - $208.28 $25.7K - $31.9K
30.1K $5.14M
PNFP
Pinnacle Financial Partners Inc

Financial Services
510
+ 0.84%
$99.42 - $126.15 $50.7K - $64.3K
61.4K $6.51M
DAL
Delta Air Lines, Inc.

Industrials
580
+ 1.39%
$43.6 - $69.06 $25.3K - $40.1K
42.4K $1.85M
MRK
Merck & Co., Inc.

Healthcare
9.44K
+ 5.87%
$83.01 - $101.02 $784K - $954K
170K $15.3M
EMR
Emerson Electric CO

Industrials
504
+ 0.87%
$108.64 - $131.17 $54.8K - $66.1K
58.2K $6.39M
UPS
United Parcel Service Inc

Industrials
3.37K
+ 4.51%
$109.66 - $136.26 $370K - $459K
78.1K $8.59M
GOOGL
Alphabet Inc.

Communication Services
2.48K
+ 6.46%
$154.33 - $206.19 $383K - $511K
40.8K $6.31M
VTI
Vanguard Total Stock Market Et

ETFs
1.11K
+ 1.26%
$271.18 - $303.12 $300K - $336K
89.1K $24.5M
CRM
Salesforce, Inc.

Technology
351
+ 1.91%
$268.36 - $359.95 $94.2K - $126K
18.7K $5.02M
NVO
Novo Nordisk A S

Healthcare
7.87K
+ 7.12%
$69.3 - $90.95 $545K - $716K
118K $8.22M
VB
Vanguard Small Cap ETF

ETFs
1.03K
+ 1.03%
$217.89 - $252.64 $225K - $261K
102K $22.5M
GOOG
Alphabet Inc.

Communication Services
2.51K
+ 3.5%
$156.06 - $207.71 $392K - $521K
74.1K $11.6M
MSFT
Microsoft Corp

Technology
1.9K
+ 2.36%
$375.39 - $447.2 $714K - $850K
82.4K $30.9M
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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