Woodmont Investment Counsel LLC Portfolio Holdings
Woodmont Investment Counsel LLC
- $1.34 Billion
- Q4 2024
Woodmont Investment Counsel LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.34 Billion distributed in 259 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $167M, Vanguard Value ETF with a value of $117M, Vanguard Ftse Developed Market with a value of $62M, Apple Inc. with a value of $44.5M, and Ishares Tr Ibonds Dec 2028 Ter with a value of $38.3M.
Examining the 13F form we can see an increase of $19.2M in the current position value, from $1.32B to 1.34B.
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 259
- Current Value $1.34 Billion
- Prior Value $1.32 Billion
- Filing
- Period Q4 2024
- Filing Date February 11, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 15 stocks
- Additional Purchases 94 stocks
- Sold out of 0 stocks
- Reduced holdings in 109 stocks