Woodmont Investment Counsel LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.49 Billion distributed in 276 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $180M, Vanguard Value ETF with a value of $133M, Vanguard Ftse Developed Market with a value of $81.5M, Ishares Tr Ibonds Dec 2028 Ter with a value of $43.2M, and Ishares Tr Ibonds Dec 2029 Ter with a value of $41.5M.
Examining the 13F form we can see an increase of $125M in the current position value, from $1.36B to 1.49B.
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
$1.49 Billion
ETFs: $875 Million
Technology: $160 Million
Financial Services: $117 Million
Healthcare: $102 Million
Consumer Defensive: $46.9 Million
Industrials: $44.7 Million
Communication Services: $39 Million
Energy: $36.9 Million
Other: $63.2 Million
Stock Holdings Table Market Cap. of $200 Billions or more
