Woodmont Investment Counsel LLC has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.32 Billion distributed in 256 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $155M, Vanguard Value ETF with a value of $118M, Vanguard Ftse Developed Market with a value of $66.9M, Apple Inc. with a value of $41.8M, and Ishares Tr Ibonds Dec 2028 Ter with a value of $37.4M.
Examining the 13F form we can see an increase of $20M in the current position value, from $1.3B to 1.32B.
Woodmont Investment Counsel LLC is based out at Nashville, TN
Below you can find more details about Woodmont Investment Counsel LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.32 Billion
ETFs: $752 Million
Technology: $135 Million
Healthcare: $106 Million
Financial Services: $82.9 Million
Industrials: $62.1 Million
Consumer Defensive: $53.2 Million
Communication Services: $34.4 Million
Energy: $30.4 Million
Other: $61.1 Million
Stock Holdings Table Market Cap. of $200 Billions or more
