Woodmont Investment Counsel LLC Sells in Q1 2025

Woodmont Investment Counsel LLC

  • $1.36 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
-8K
- 1.96%
$369.1 - $427.61 $2.95M - $3.42M
400K $148M
LMT
Lockheed Martin Corp

Industrials
-18.7K
- 83.59%
$423.19 - $506.29 $7.91M - $9.46M
3.67K $1.64M
AVGO
Broadcom Inc.

Technology
-3.18K
- 2.41%
$167.43 - $244.7 $532K - $777K
129K $21.5M
SOXX
Ishares Semiconductor ETF

ETFs
-27.4K
- 60.74%
$188.17 - $235.81 $5.15M - $6.45M
17.7K $3.33M
AAPL
Apple Inc.

Technology
-146
- 0.08%
$209.68 - $247.1 $30.6K - $36.1K
178K $39.5M
GTLS
Chart Industries Inc

Industrials
-6.98K
- 26.56%
$141.99 - $218.35 $991K - $1.52M
19.3K $2.79M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-18.7K
- 44.09%
$64.88 - $72.1 $1.21M - $1.35M
23.7K $1.56M
NKE
Nike, Inc.

Consumer Cyclical
-9.17K
- 34.03%
$63.29 - $81.72 $580K - $749K
17.8K $1.13M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.69K
- 9.06%
$190.26 - $242.06 $321K - $409K
17K $3.23M
KOS
Kosmos Energy Ltd.

Energy
-229K
- 83.66%
$2.12 - $3.9 $485K - $892K
44.7K $101K
PEP
Pepsico Inc

Consumer Defensive
-3.27K
- 8.5%
$142.64 - $156.42 $467K - $512K
35.2K $5.28M
TSLA
Tesla, Inc.

Consumer Cyclical
-599
- 20.82%
$222.15 - $428.22 $133K - $257K
2.28K $590K
HD
Home Depot, Inc.

Consumer Cyclical
-296
- 1.77%
$347.25 - $424.87 $103K - $126K
16.4K $6.02M
HSY
Hershey CO

Consumer Defensive
-2.38K
- 54.4%
$144.74 - $186.36 $344K - $444K
2K $341K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-14.8K
- 63.98%
$25.05 - $25.16 $370K - $371K
8.31K $209K
DEO
Diageo PLC

Consumer Defensive
-1.21K
- 12.53%
$104.79 - $126.12 $127K - $153K
8.45K $885K
DHR
Danaher Corp

Healthcare
-55
- 0.43%
$201.62 - $250.59 $11.1K - $13.8K
12.7K $2.6M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-6.52K
- 10.43%
$27.52 - $33.6 $179K - $219K
56K $1.67M
CAT
Caterpillar Inc

Industrials
-378
- 7.26%
$326.75 - $407.63 $124K - $154K
4.83K $1.59M
AXP
American Express CO

Financial Services
-15
- 0.18%
$255.39 - $325.87 $3.83K - $4.89K
8.25K $2.22M
PAYX
Paychex Inc

Industrials
-5.2K
- 12.46%
$136.06 - $154.52 $708K - $804K
36.5K $5.64M
USB
Us Bancorp \De\

Financial Services
-823
- 2.67%
$40.92 - $50.9 $33.7K - $41.9K
30K $1.27M
ACN
Accenture PLC

Technology
-23
- 0.49%
$300.91 - $398.25 $6.92K - $9.16K
4.7K $1.47M
GIS
General Mills Inc

Consumer Defensive
-577
- 1.45%
$57.56 - $65.3 $33.2K - $37.7K
39.3K $2.35M
IVV
Ishares Core S&P 500 ETF

ETFs
-158
- 4.06%
$554.06 - $615.85 $87.5K - $97.3K
3.73K $2.1M
MTB
M&T Bank Corp

Financial Services
-950
- 41.96%
$170.47 - $201.98 $162K - $192K
1.31K $234K
DIS
Walt Disney CO

Communication Services
-474
- 4.44%
$96.87 - $114.0 $45.9K - $54K
10.2K $1.01M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-172
- 0.82%
$168.16 - $186.21 $28.9K - $32K
20.9K $3.56M
CSX
Csx Corp

Industrials
-310
- 0.58%
$29.11 - $33.67 $9.02K - $10.4K
52.7K $1.55M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-3.1K
- 26.26%
$50.39 - $50.66 $156K - $157K
8.71K $441K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.82K
- 21.87%
$74.85 - $84.89 $211K - $239K
10.1K $822K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-6.03K
- 0.58%
N/A
1.03M $24.5M
ITW
Illinois Tool Works Inc

Industrials
-409
- 18.85%
$244.9 - $274.48 $100K - $112K
1.76K $436K
HON
Honeywell International Inc

Industrials
-145
- 2.73%
$202.75 - $226.52 $29.4K - $32.8K
5.16K $1.09M
CSCO
Cisco Systems, Inc.

Technology
-2.99K
- 8.55%
$58.74 - $64.87 $175K - $194K
31.9K $1.97M
WY
Weyerhaeuser CO

Real Estate
-5.71K
- 9.28%
$27.29 - $31.39 $156K - $179K
55.7K $1.63M
PEG
Public Service Enterprise Group Inc

Utilities
-838
- 7.74%
$78.2 - $90.39 $65.5K - $75.7K
9.99K $821K
IWM
Ishares Russell 2000 ETF

ETFs
-42
- 1.13%
$198.1 - $229.79 $8.32K - $9.65K
3.68K $734K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.79K
- 22.44%
$27.01 - $28.54 $75.4K - $79.7K
9.65K $269K
MGNI
Magnite, Inc.

Communication Services
-50
- 0.33%
$11.41 - $21.17 $571 - $1.06K
15.3K $174K
IVW
Ishares S&P 500 Growth ETF

ETFs
-150
- 2.78%
$92.45 - $106.69 $13.9K - $16K
5.25K $487K
VBR
Vanguard Small Cap Value ETF

ETFs
-76
- 2.27%
$183.02 - $207.75 $13.9K - $15.8K
3.27K $609K
APD
Air Products & Chemicals, Inc.

Basic Materials
-188
- 19.77%
$283.24 - $338.07 $53.2K - $63.6K
763 $225K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-197
- 2.51%
$40.03 - $46.81 $7.89K - $9.22K
7.66K $312K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-1.98K
- 2.01%
$26.63 - $26.75 $52.6K - $52.8K
96.3K $2.57M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.36K
- 3.5%
$42.5 - $46.71 $143K - $157K
92.7K $4.19M
FITB
Fifth Third Bancorp

Financial Services
-277
- 4.18%
$37.48 - $44.96 $10.4K - $12.5K
6.35K $248K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-1.69K
- 2.48%
$19.43 - $19.62 $32.9K - $33.2K
66.7K $1.31M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-805
- 10.62%
$39.18 - $43.52 $31.5K - $35K
6.78K $283K
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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