Woodmont Investment Counsel LLC Reduced Holdings in Q4 2024

Woodmont Investment Counsel LLC

  • $1.34 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-252K
- 34.18%
$27.8 - $29.05 $7M - $7.32M
485K $13.5M
UNH
Unitedhealth Group Inc

Healthcare
-2.79K
- 13.36%
$485.52 - $625.25 $1.36M - $1.75M
18.1K $9.16M
MRK
Merck & Co., Inc.

Healthcare
-4.34K
- 2.62%
$96.31 - $114.76 $418K - $498K
161K $16M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-44.5K
- 21.58%
$51.54 - $52.55 $2.29M - $2.34M
162K $8.35M
LMT
Lockheed Martin Corp

Industrials
-142
- 0.63%
$479.66 - $614.62 $68.1K - $87.3K
22.4K $10.9M
VEU
Vanguard Ftse All World Ex Us

ETFs
-14.8K
- 6.71%
$57.29 - $63.1 $847K - $933K
205K $11.8M
VGSH
Vanguard

ETFs
-30.4K
- 18.83%
$58.02 - $58.88 $1.77M - $1.79M
131K $7.63M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-15.9K
- 12.14%
$100.16 - $100.7 $1.6M - $1.61M
115K $11.6M
DUK
Duke Energy Corp

Utilities
-868
- 0.52%
$105.76 - $120.76 $91.8K - $105K
167K $18M
VZ
Verizon Communications Inc

Communication Services
-3.06K
- 1.5%
$39.6 - $45.21 $121K - $138K
201K $8.04M
PEP
Pepsico Inc

Consumer Defensive
-1.65K
- 4.12%
$151.29 - $176.1 $250K - $291K
38.5K $5.85M
UPS
United Parcel Service Inc

Industrials
-987
- 1.3%
$122.65 - $138.35 $121K - $137K
74.7K $9.42M
XLV
Select Sector Spdr Fund Health

ETFs
-140
- 0.27%
$136.28 - $154.74 $19.1K - $21.7K
50.9K $7M
NVS
Novartis Ag

Healthcare
-1.2K
- 3.2%
$96.78 - $117.18 $117K - $141K
36.5K $3.55M
WY
Weyerhaeuser CO

Real Estate
-12.8K
- 17.18%
$27.21 - $33.7 $347K - $430K
61.5K $1.73M
ABBV
Abb Vie Inc.

Healthcare
-1.51K
- 6.03%
$164.99 - $203.87 $248K - $307K
23.5K $4.17M
DHR
Danaher Corp

Healthcare
-87
- 0.68%
$226.16 - $274.52 $19.7K - $23.9K
12.8K $2.93M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-5.76K
- 5.65%
$44.04 - $49.49 $253K - $285K
96K $4.23M
ACIW
Aci Worldwide, Inc.

Technology
-13.3K
- 15.58%
$48.81 - $59.2 $647K - $785K
71.8K $3.73M
NUE
Nucor Corp

Basic Materials
-262
- 1.68%
$115.78 - $167.74 $30.3K - $43.9K
15.3K $1.79M
PG
Procter & Gamble CO

Consumer Defensive
-229
- 0.27%
$161.05 - $179.7 $36.9K - $41.2K
85.4K $14.3M
DEO
Diageo PLC

Consumer Defensive
-2.39K
- 19.82%
$118.0 - $139.88 $282K - $334K
9.66K $1.23M
NKE
Nike, Inc.

Consumer Cyclical
-895
- 3.22%
$73.36 - $89.13 $65.7K - $79.8K
26.9K $2.04M
MCD
Mcdonalds Corp

Consumer Cyclical
-670
- 4.78%
$288.47 - $316.54 $193K - $212K
13.3K $3.87M
SO
Southern CO

Utilities
-167
- 0.47%
$81.5 - $94.15 $13.6K - $15.7K
35.7K $2.94M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.85K
- 2.51%
$126.68 - $134.74 $234K - $249K
71.6K $9.14M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-1.5K
- 2.34%
$30.42 - $36.45 $45.5K - $54.5K
62.5K $1.99M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-833
- 2.55%
$70.1 - $76.53 $58.4K - $63.7K
31.8K $2.25M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-4.58K
- 27.95%
$50.37 - $50.6 $231K - $232K
11.8K $595K
MCHP
Microchip Technology Inc

Technology
-604
- 7.11%
$55.51 - $79.05 $33.5K - $47.7K
7.9K $452K
BDX
Becton Dickinson & CO

Healthcare
-719
- 16.1%
$220.02 - $243.75 $158K - $175K
3.75K $850K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-371
- 2.6%
$59.25 - $72.99 $22K - $27.1K
13.9K $830K
WM
Waste Management Inc

Industrials
-594
- 3.85%
$201.79 - $228.46 $120K - $136K
14.8K $3M
CTAS
Cintas Corp

Industrials
-118
- 1.5%
$182.7 - $226.47 $21.6K - $26.7K
7.77K $1.42M
HSY
Hershey CO

Consumer Defensive
-481
- 9.91%
$168.67 - $193.65 $81.1K - $93.1K
4.38K $740K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.72K
- 9.08%
$77.86 - $79.27 $134K - $136K
17.2K $1.34M
AMGN
Amgen Inc

Healthcare
-75
- 3.37%
$258.78 - $328.31 $19.4K - $24.6K
2.15K $561K
VIG
Vanguard Dividend Appreciation

ETFs
-854
- 1.89%
N/A
44.4K $8.08M
QCOM
Qualcomm Inc

Technology
-199
- 2.98%
$150.4 - $178.04 $29.9K - $35.4K
6.49K $996K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1.24K
- 4.45%
$69.58 - $74.87 $86.1K - $92.6K
26.6K $1.86M
CSX
Csx Corp

Industrials
-259
- 0.49%
$31.58 - $36.88 $8.18K - $9.55K
53K $1.71M
XLU
Utilities Sector Spdr

ETFs
-42
- 0.18%
$74.89 - $82.93 $3.15K - $3.48K
23.8K $1.8M
GS
Goldman Sachs Group Inc

Financial Services
-389
- 28.94%
$486.1 - $608.57 $189K - $237K
955 $546K
RTX
Raytheon Technologies Corp

Industrials
-331
- 2.38%
$114.45 - $127.21 $37.9K - $42.1K
13.6K $1.57M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-120
- 0.92%
$75.1 - $82.99 $9.01K - $9.96K
12.9K $974K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-4.24K
- 15.52%
$25.0 - $25.11 $106K - $106K
23.1K $577K
IEMG
Ishares Inc

ETFs
-1.92K
- 3.09%
N/A
60.2K $3.23M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-419
- 1.95%
$176.42 - $186.91 $73.9K - $78.3K
21K $3.74M
ABT
Abbott Laboratories

Healthcare
-740
- 4.28%
$111.93 - $119.39 $82.8K - $88.3K
16.5K $1.87M
Activity Summary
Buys All Purchases 109 New Holdings 15 Increased Positions 94 Sells All Sells 109 Reductions 109 Sold out 0 Options Calls 0 Puts 0
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