Woodmont Investment Counsel LLC Incresed Positions 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
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
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
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
99.4K
+ 6.46%
$24.79 - $25.26 $2.46M - $2.51M
1.64M $41.4M
DUK
Duke Energy Corp

Utilities
5.59K
+ 3.35%
$105.87 - $121.97 $592K - $682K
173K $21.1M
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
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
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
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
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.58K
+ 1.45%
$114.57 - $118.14 $181K - $187K
111K $13.1M
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
CGDV
Capital Group Divid Value ETF

ETFs
7.13K
+ 20.87%
$34.95 - $37.36 $249K - $266K
41.3K $1.47M
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
PM
Philip Morris International Inc.

Consumer Defensive
205
+ 3.89%
$117.15 - $158.79 $24K - $32.6K
5.47K $868K
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
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
VIG
Vanguard Dividend Appreciation

ETFs
721
+ 1.63%
N/A
45.1K $8.21M
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
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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