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
KMB
Kimberly Clark Corp

Consumer Defensive
-431
- 17.3%
$130.37 - $146.09 $56.2K - $63K
2.06K $270K
CPRT
Copart Inc

Consumer Cyclical
-2.88K
- 17.41%
$51.36 - $63.8 $148K - $184K
13.7K $783K
SHEL
Shell PLC

Energy
-800
- 10.47%
$60.63 - $70.23 $48.5K - $56.2K
6.84K $428K
UL
Unilever PLC

Consumer Defensive
-131
- 1.63%
$56.7 - $64.64 $7.43K - $8.47K
7.92K $449K
ITW
Illinois Tool Works Inc

Industrials
-200
- 8.44%
$253.56 - $278.5 $50.7K - $55.7K
2.17K $550K
VO
Vanguard Mid Cap ETF

ETFs
-356
- 0.4%
$261.5 - $284.63 $93.1K - $101K
88.7K $23.4M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-382
- 11.47%
$370.24 - $418.94 $141K - $160K
2.95K $1.18M
AMAT
Applied Materials Inc

Technology
-25
- 1.68%
$161.44 - $213.89 $4.04K - $5.35K
1.46K $237K
YUM
Yum Brands Inc

Consumer Cyclical
-300
- 8.99%
$130.36 - $139.54 $39.1K - $41.9K
3.04K $407K
CL
Colgate Palmolive CO

Consumer Defensive
-75
- 1.93%
$90.22 - $102.31 $6.77K - $7.67K
3.82K $347K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-445
- 5.54%
$40.06 - $45.21 $17.8K - $20.1K
7.58K $308K
VBR
Vanguard Small Cap Value ETF

ETFs
-188
- 5.32%
$197.36 - $217.3 $37.1K - $40.9K
3.35K $663K
EPD
Enterprise Products Partners L.P.

Energy
-12.1K
- 8.1%
$28.66 - $34.43 $346K - $416K
137K $4.29M
LHX
L3 Harris Technologies, Inc.

Industrials
-40
- 3.07%
$208.94 - $264.22 $8.36K - $10.6K
1.27K $266K
IWD
Ishares Russell 1000 Val ETF

ETFs
-118
- 2.76%
$183.23 - $199.79 $21.6K - $23.6K
4.16K $769K
VDC
Vanguard Consumer Staples ETF

ETFs
-100
- 3.53%
$210.96 - $223.62 $21.1K - $22.4K
2.73K $577K
SYY
Sysco Corp

Consumer Defensive
-401
- 6.91%
$73.63 - $81.77 $29.5K - $32.8K
5.4K $412K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-1.25K
- 1.25%
$26.55 - $26.67 $33.1K - $33.3K
98.2K $2.61M
FTV
Fortive Corp

Technology
-286
- 9.31%
$71.16 - $79.68 $20.4K - $22.8K
2.79K $208K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-315
- 3.51%
$30.48 - $34.2 $9.6K - $10.8K
8.66K $263K
ACN
Accenture PLC

Technology
-72
- 1.5%
$343.9 - $376.86 $24.8K - $27.1K
4.72K $1.66M
PM
Philip Morris International Inc.

Consumer Defensive
-184
- 3.37%
$118.38 - $133.06 $21.8K - $24.5K
5.27K $634K
SPY
Spdr S&P 500 ETF Trust

ETFs
-171
- 2.83%
$567.81 - $607.81 $97.1K - $104K
5.87K $3.44M
XLE
Energy Sector Spdr

ETFs
-17
- 0.19%
$83.32 - $97.27 $1.42K - $1.65K
9.17K $785K
IWS
Ishares Russell Midcap Value E

ETFs
-75
- 1.97%
$128.08 - $140.32 $9.61K - $10.5K
3.73K $482K
NFLX
Netflix Inc

Communication Services
-171
- 23.62%
$687.65 - $936.56 $118K - $160K
553 $492K
PAYX
Paychex Inc

Industrials
-2.02K
- 4.62%
$135.86 - $148.73 $274K - $300K
41.7K $5.85M
TRV
Travelers Companies, Inc.

Financial Services
-125
- 8.22%
$225.97 - $266.66 $28.2K - $33.3K
1.4K $336K
SYK
Stryker Corp

Healthcare
-19
- 0.55%
$345.14 - $392.15 $6.56K - $7.45K
3.46K $1.24M
IWM
Ishares Russell 2000 ETF

ETFs
-19
- 0.51%
$216.13 - $242.4 $4.11K - $4.61K
3.72K $822K
ETN
Eaton Corp PLC

Industrials
-12
- 0.59%
$326.96 - $377.52 $3.92K - $4.53K
2.03K $674K
DIS
Walt Disney CO

Communication Services
-1.7K
- 13.73%
$92.39 - $117.6 $157K - $200K
10.7K $1.19M
TJX
Tjx Companies Inc

Consumer Cyclical
-207
- 2.31%
$112.15 - $127.2 $23.2K - $26.3K
8.76K $1.06M
MO
Altria Group, Inc.

Consumer Defensive
-20
- 0.31%
$49.06 - $57.74 $981 - $1.15K
6.49K $339K
AXP
American Express CO

Financial Services
-668
- 7.48%
$267.35 - $305.57 $179K - $204K
8.27K $2.45M
VXF
Vanguard Extended Market ETF

ETFs
-26
- 0.47%
$179.17 - $207.15 $4.66K - $5.39K
5.46K $1.04M
LUV
Southwest Airlines CO

Industrials
-380
- 2.81%
$28.99 - $34.84 $11K - $13.2K
13.1K $442K
XLF
Financial Sector Spdr

ETFs
-70
- 0.43%
$44.89 - $51.34 $3.14K - $3.59K
16.1K $776K
ORI
Old Republic International Corp

Financial Services
-964
- 0.76%
$34.4 - $38.98 $33.2K - $37.6K
125K $4.54M
CSCO
Cisco Systems, Inc.

Technology
-2.44K
- 6.54%
$52.45 - $60.02 $128K - $147K
34.9K $2.07M
WFC
Wells Fargo & Company

Financial Services
-811
- 7.72%
$54.98 - $77.35 $44.6K - $62.7K
9.69K $680K
HON
Honeywell International Inc

Industrials
-3
- 0.06%
$202.84 - $236.0 $609 - $708
5.3K $1.2M
WDAY
Workday, Inc.

Technology
-3
- 0.04%
$233.85 - $279.91 $702 - $840
8.3K $2.14M
MA
Mastercard Inc

Financial Services
-48
- 1.1%
$491.3 - $536.15 $23.6K - $25.7K
4.3K $2.26M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-93
- 1.31%
$481.22 - $538.17 $44.8K - $50K
7.01K $3.58M
V
Visa Inc.

Financial Services
-241
- 4.05%
$273.87 - $320.91 $66K - $77.3K
5.71K $1.8M
NVDA
Nvidia Corp

Technology
-426
- 2.41%
$117.0 - $148.88 $49.8K - $63.4K
17.2K $2.32M
COST
Costco Wholesale Corp

Consumer Defensive
-27
- 0.41%
$873.59 - $994.69 $23.6K - $26.9K
6.57K $6.02M
VB
Vanguard Small Cap ETF

ETFs
-268
- 0.27%
$233.76 - $261.58 $62.6K - $70.1K
101K $24.2M
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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