Woodmont Investment Counsel LLC Reduced Holdings in Q2 2025

Woodmont Investment Counsel LLC

  • $1.49 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UPS
United Parcel Service Inc

Industrials
-51.9K
- 66.44%
$91.92 - $110.2 $4.77M - $5.71M
26.2K $2.64M
NVO
Novo Nordisk A S

Healthcare
-80.8K
- 68.26%
$58.08 - $81.05 $4.69M - $6.55M
37.6K $2.59M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-24.6K
- 73.57%
$73.0 - $85.5 $1.79M - $2.1M
8.83K $741K
ADUS
Addus Home Care Corp

Healthcare
-16.4K
- 88.14%
$96.32 - $118.0 $1.57M - $1.93M
2.2K $253K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-59.1K
- 5.74%
N/A
971K $23.1M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-25
- 0.02%
$53.23 - $70.65 $1.33K - $1.77K
101K $5.87M
PEP
Pepsico Inc

Consumer Defensive
-1.97K
- 5.59%
$128.02 - $151.37 $252K - $298K
33.2K $4.39M
PFE
Pfizer Inc

Healthcare
-23.5K
- 8.72%
$21.59 - $24.84 $508K - $585K
246K $5.97M
XOM
Exxon Mobil Corp

Energy
-303
- 0.45%
$99.93 - $119.04 $30.3K - $36.1K
67.6K $7.29M
DUK
Duke Energy Corp

Utilities
-335
- 0.19%
$112.46 - $124.05 $37.7K - $41.6K
172K $20.3M
EPD
Enterprise Products Partners L.P.

Energy
-4.57K
- 3.35%
$28.95 - $34.22 $132K - $156K
132K $4.08M
PAYX
Paychex Inc

Industrials
-1.2K
- 3.27%
$137.01 - $159.78 $164K - $191K
35.3K $5.14M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-4.99K
- 4.49%
$116.93 - $119.39 $583K - $595K
106K $12.6M
ATEX
Anterix Inc.

Communication Services
-2.83K
- 8.87%
$25.65 - $36.65 $72.6K - $104K
29.1K $745K
GIB
Cgi Inc

Technology
-4.68K
- 21.35%
$96.47 - $109.59 $451K - $513K
17.2K $1.81M
GIS
General Mills Inc

Consumer Defensive
-756
- 1.92%
$50.37 - $60.97 $38.1K - $46.1K
38.5K $2M
GPN
Global Payments Inc

Industrials
-1.99K
- 18.51%
$67.47 - $99.6 $134K - $198K
8.75K $700K
MCD
Mcdonalds Corp

Consumer Cyclical
-138
- 1.1%
$285.55 - $321.23 $39.4K - $44.3K
12.4K $3.63M
BDX
Becton Dickinson & CO

Healthcare
-446
- 11.77%
$165.15 - $226.42 $73.7K - $101K
3.34K $575K
WY
Weyerhaeuser CO

Real Estate
-2.7K
- 4.84%
$24.69 - $29.48 $66.6K - $79.5K
53.1K $1.36M
CPRT
Copart Inc

Consumer Cyclical
-3.31K
- 24.26%
$47.72 - $63.84 $158K - $212K
10.3K $507K
IEMG
Ishares Inc

ETFs
-4.71K
- 7.84%
N/A
55.3K $2.97M
BMY
Bristol Myers Squibb CO

Healthcare
-1.14K
- 8.69%
$44.12 - $59.6 $50.2K - $67.8K
12K $553K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-5.68K
- 3.46%
$51.68 - $52.76 $294K - $300K
159K $8.36M
CXW
Core Civic, Inc.

Real Estate
-10.2K
- 40.4%
$19.06 - $23.06 $195K - $236K
15.1K $317K
WM
Waste Management Inc

Industrials
-629
- 4.59%
$216.47 - $242.1 $136K - $152K
13.1K $2.99M
VGIT
Vanguard Intermediate Term Tre

ETFs
-2.59K
- 34.41%
$58.63 - $59.9 $152K - $155K
4.93K $295K
AMGN
Amgen Inc

Healthcare
-205
- 9.6%
$262.28 - $309.85 $53.8K - $63.5K
1.93K $538K
DHR
Danaher Corp

Healthcare
-70
- 0.55%
$174.64 - $205.16 $12.2K - $14.4K
12.6K $2.49M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-4K
- 4.16%
$26.41 - $26.76 $106K - $107K
92.3K $2.47M
HSY
Hershey CO

Consumer Defensive
-561
- 28.12%
$151.29 - $173.13 $84.9K - $97.1K
1.43K $237K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.21K
- 20.23%
$82.21 - $83.12 $99.8K - $101K
4.79K $396K
DEO
Diageo PLC

Consumer Defensive
-542
- 6.41%
$99.86 - $115.75 $54.1K - $62.7K
7.91K $797K
T
At&T Inc.

Communication Services
-3.55K
- 12.96%
$26.33 - $28.94 $93.5K - $103K
23.9K $690K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-280
- 1.06%
$68.13 - $74.77 $19.1K - $20.9K
26.1K $1.9M
NEE
Nextera Energy Inc

Utilities
-741
- 7.43%
$64.11 - $75.0 $47.5K - $55.6K
9.23K $640K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-700
- 18.89%
$72.02 - $73.82 $50.4K - $51.7K
3.01K $221K
IWS
Ishares Russell Midcap Value E

ETFs
-529
- 14.18%
$110.58 - $132.14 $58.5K - $69.9K
3.2K $422K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-2.5K
- 6.97%
$19.44 - $19.56 $48.6K - $48.9K
33.4K $651K
ASPN
Aspen Aerogels Inc

Industrials
-4.5K
- 15.0%
$4.31 - $6.63 $19.4K - $29.8K
25.5K $150K
KMB
Kimberly Clark Corp

Consumer Defensive
-85
- 4.12%
$126.84 - $145.22 $10.8K - $12.3K
1.98K $255K
MET
Metlife Inc

Financial Services
-455
- 4.91%
$68.42 - $82.49 $31.1K - $37.5K
8.81K $708K
KOS
Kosmos Energy Ltd.

Energy
-4.52K
- 10.12%
$1.52 - $2.28 $6.87K - $10.3K
40.1K $69K
DE
Deere & CO

Industrials
-106
- 18.73%
$412.99 - $531.48 $43.8K - $56.3K
460 $233K
CL
Colgate Palmolive CO

Consumer Defensive
-222
- 6.0%
$87.57 - $96.0 $19.4K - $21.3K
3.48K $316K
SO
Southern CO

Utilities
-264
- 0.79%
$84.91 - $92.56 $22.4K - $24.4K
33.1K $3.04M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-466
- 2.63%
$77.94 - $79.5 $36.3K - $37K
17.3K $1.37M
NKE
Nike, Inc.

Consumer Cyclical
-2.26K
- 12.7%
$53.27 - $72.04 $120K - $163K
15.5K $1.1M
ZTS
Zoetis Inc.

Healthcare
-69
- 4.65%
$144.41 - $170.3 $9.96K - $11.8K
1.42K $220K
Activity Summary
Buys All Purchases 148 New Holdings 14 Increased Positions 134 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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