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
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
FNX
First Tr Mid Cap Core Alphadex

ETFs
928
+ 21.62%
$105.28 - $121.93 $97.7K - $113K
5.22K $568K
SPY
Spdr S&P 500 ETF Trust

ETFs
409
+ 6.97%
$551.42 - $612.93 $226K - $251K
6.28K $3.51M
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
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
503
+ 2.92%
$77.7 - $78.94 $39.1K - $39.7K
17.7K $1.4M
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.02%
$286.85 - $318.64 $287 - $319
4.34K $1.32M
TXN
Texas Instruments Inc

Technology
197
+ 14.01%
N/A
1.6K $311K
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
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
GS
Goldman Sachs Group Inc

Financial Services
8
+ 0.84%
$524.81 - $672.19 $4.2K - $5.38K
963 $526K
GWW
W.W. Grainger, Inc.

Industrials
3
+ 0.88%
$953.54 - $1132.42 $2.86K - $3.4K
344 $339K
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
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
QQQ
Invesco Qqq Trust, Series 1

ETFs
113
+ 1.61%
$468.34 - $539.52 $52.9K - $61K
7.12K $3.34M
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
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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