Woodmont Investment Counsel LLC Top Holdings and 13F Report (2025) About Woodmont Investment Counsel LLCInvestment ActivityWoodmont Investment Counsel LLC has $1.35 billion in total holdings as of December 31, 2024.Woodmont Investment Counsel LLC owns shares of 259 different stocks, but just 52 companies or ETFs make up 80% of its holdings.Approximately 5.71% of the portfolio was purchased this quarter.About 2.55% of the portfolio was sold this quarter.This quarter, Woodmont Investment Counsel LLC has purchased 256 new stocks and bought additional shares in 94 stocks.Woodmont Investment Counsel LLC sold shares of 109 stocks and completely divested from 12 stocks this quarter.Largest Holdings Vanguard Growth ETF $167,475,817Vanguard Value ETF $116,727,167Vanguard FTSE Developed Markets ETF $61,961,229Apple $44,513,160iShares iBonds Dec 2028 Term Corporate ETF $38,323,826 Largest New Holdings this Quarter SPDR Portfolio Short Term Corporate Bond ETF $2,010,563 HoldingSSGA ACTIVE TR $1,354,644 HoldingTesla $1,161,848 HoldingSSGA ACTIVE TR $1,140,908 HoldingBLACKROCK INC $1,073,290 Holding Largest Purchases this Quarter iShares 3-7 Year Treasury Bond ETF 103,983 shares (about $12.02M)Novo Nordisk A/S 81,163 shares (about $6.98M)SPDR Portfolio Short Term Treasury ETF 184,866 shares (about $5.36M)Eli Lilly and Company 5,856 shares (about $4.52M)iShares iBonds Dec 2029 Term Corporate ETF 153,821 shares (about $3.51M) Largest Sales this Quarter SPDR Portfolio Intermediate Term Treasury ETF 251,824 shares (about $7.02M)iShares 1-5 Year Investment Grade Corporate Bond ETF 44,457 shares (about $2.30M)Vanguard Short-Term Treasury Index ETF 30,421 shares (about $1.77M)iShares 0-3 Month Treasury Bond ETF 15,943 shares (about $1.60M)UnitedHealth Group 2,791 shares (about $1.41M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWoodmont Investment Counsel LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVUGVanguard Growth ETF$167,475,817$1,406,987 ▲0.8%408,04012.4%ETFVTVVanguard Value ETF$116,727,167$2,563,034 ▲2.2%689,4698.6%ETFVEAVanguard FTSE Developed Markets ETF$61,961,229$1,402,752 ▲2.3%1,295,7184.6%ETFAAPLApple$44,513,160$476,800 ▼-1.1%177,7543.3%Computer and TechnologyIBDTiShares iBonds Dec 2028 Term Corporate ETF$38,323,826$1,832,815 ▲5.0%1,539,1092.8%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$35,024,005$3,507,118 ▲11.1%1,536,1412.6%ETFMSFTMicrosoft$33,949,118$8,008 ▲0.0%80,5442.5%Computer and TechnologyIBDSiShares iBonds Dec 2027 Term Corporate ETF$32,504,039$1,664,813 ▲5.4%1,356,5962.4%ETFAVGOBroadcom$30,576,242$1,039,108 ▼-3.3%131,8852.3%Computer and TechnologyVTIVanguard Total Stock Market ETF$25,487,961$14,780 ▲0.1%87,9471.9%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$24,928,255$1,260,955 ▲5.3%1,035,6571.8%ETFVBVanguard Small-Cap ETF$24,178,193$64,395 ▼-0.3%100,6251.8%ETFVOVanguard Mid-Cap ETF$23,428,037$94,030 ▼-0.4%88,6991.7%ETFSPTSSPDR Portfolio Short Term Treasury ETF$20,582,729$5,362,960 ▲35.2%709,5051.5%ETFJPMJPMorgan Chase & Co.$20,061,848$201,117 ▼-1.0%83,6921.5%FinanceDUKDuke Energy$18,007,614$93,518 ▼-0.5%167,1401.3%UtilitiesHCAHCA Healthcare$17,626,060$650,727 ▲3.8%58,7241.3%MedicalCVXChevron$16,738,120$340,663 ▲2.1%115,5631.2%Oils/EnergyMRKMerck & Co., Inc.$16,011,844$431,545 ▼-2.6%160,9551.2%MedicalBRK.BBerkshire Hathaway$14,417,024$113,773 ▲0.8%31,8061.1%FinancePGProcter & Gamble$14,314,949$38,392 ▼-0.3%85,3861.1%Consumer StaplesGOOGAlphabet$13,632,425$184,345 ▼-1.3%71,5841.0%Computer and TechnologySPTISPDR Portfolio Intermediate Term Treasury ETF$13,522,840$7,020,858 ▼-34.2%485,0371.0%ETFSPEMSPDR Portfolio Emerging Markets ETF$12,983,394$194,190 ▲1.5%338,3741.0%ETFJNJJohnson & Johnson$12,974,114$584,408 ▲4.7%89,7121.0%MedicalIEIiShares 3-7 Year Treasury Bond ETF$12,632,516$12,015,247 ▲1,946.5%109,3250.9%ETFSNEXStoneX Group$12,553,974$418,136 ▼-3.2%128,1410.9%FinanceVEUVanguard FTSE All-World ex-US ETF$11,791,485$848,462 ▼-6.7%205,3910.9%ETFSGOViShares 0-3 Month Treasury Bond ETF$11,578,712$1,599,399 ▼-12.1%115,4180.9%ETFLMTLockheed Martin$10,867,562$69,003 ▼-0.6%22,3640.8%AerospaceSOXXiShares Semiconductor ETF$9,706,625$141,363 ▲1.5%45,0440.7%ETFNVONovo Nordisk A/S$9,509,597$6,981,641 ▲276.2%110,5510.7%MedicalUPSUnited Parcel Service$9,417,583$124,461 ▼-1.3%74,6830.7%TransportationCBChubb$9,217,092$137,321 ▲1.5%33,3590.7%FinanceUNHUnitedHealth Group$9,156,359$1,411,822 ▼-13.4%18,1010.7%MedicalVYMVanguard High Dividend Yield ETF$9,135,699$235,659 ▼-2.5%71,6020.7%ETFVIGVanguard Dividend Appreciation ETF$8,687,019$167,239 ▼-1.9%44,3600.6%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$8,352,104$2,298,433 ▼-21.6%161,5490.6%ManufacturingLLYEli Lilly and Company$8,250,605$4,520,964 ▲121.2%10,6870.6%MedicalVZVerizon Communications$8,042,244$122,290 ▼-1.5%201,1060.6%Computer and TechnologyVGSHVanguard Short-Term Treasury Index ETF$7,630,540$1,769,894 ▼-18.8%131,1540.6%ETFXOMExxon Mobil$7,622,728$2,307,913 ▲43.4%70,8630.6%Oils/EnergyGOOGLAlphabet$7,259,709$49,597 ▲0.7%38,3500.5%Computer and TechnologyEMREmerson Electric$7,155,357$27,017 ▲0.4%57,7370.5%Industrial ProductsXLVHealth Care Select Sector SPDR Fund$7,004,057$19,260 ▼-0.3%50,9130.5%ETFPNFPPinnacle Financial Partners$6,968,873$875,199 ▲14.4%60,9220.5%FinanceDELLDell Technologies$6,967,987$1,349,345 ▲24.0%60,4650.5%Computer and TechnologyPFEPfizer$6,711,934$676,648 ▲11.2%252,9940.5%MedicalKOCoca-Cola$6,667,418$26,025 ▲0.4%107,0900.5%Consumer StaplesLYBLyondellBasell Industries$6,554,550$1,551,203 ▲31.0%88,2530.5%Basic MaterialsHDHome Depot$6,503,073$142,369 ▲2.2%16,7180.5%Retail/WholesaleWMTWalmart$6,402,958$66,588 ▼-1.0%70,8680.5%Retail/WholesaleCRMSalesforce$6,139,011$59,511 ▼-1.0%18,3620.5%Computer and TechnologyCOSTCostco Wholesale$6,023,559$24,739 ▼-0.4%6,5740.4%Retail/WholesalePAYXPaychex$5,852,330$283,243 ▼-4.6%41,7370.4%Business ServicesPEPPepsiCo$5,851,937$251,510 ▼-4.1%38,4840.4%Consumer StaplesSMOTVanEck Morningstar SMID Moat ETF$5,650,916$156,046 ▲2.8%163,9370.4%ETFPANWPalo Alto Networks$5,456,980$2,753,419 ▲101.8%29,9900.4%Computer and TechnologyGTLSChart Industries$5,017,565$284,352 ▼-5.4%26,2920.4%Industrial ProductsBACBank of America$4,892,653$75,770 ▲1.6%111,3230.4%FinanceORIOld Republic International$4,540,542$34,887 ▼-0.8%125,4640.3%FinanceEPDEnterprise Products Partners$4,291,930$378,484 ▼-8.1%136,8600.3%Oils/EnergyVWOVanguard FTSE Emerging Markets ETF$4,229,043$253,451 ▼-5.7%96,0270.3%ETFABBVAbbVie$4,169,375$267,438 ▼-6.0%23,4630.3%MedicalAMZNAmazon.com$4,091,039$305,396 ▲8.1%18,6470.3%Retail/WholesaleMCDMcDonald's$3,865,103$194,226 ▼-4.8%13,3330.3%Retail/WholesaleQUALiShares MSCI USA Quality Factor ETF$3,744,310$74,616 ▼-2.0%21,0260.3%ETFACIWACI Worldwide$3,727,917$688,119 ▼-15.6%71,8150.3%Computer and TechnologyQQQInvesco QQQ$3,581,677$47,544 ▼-1.3%7,0060.3%FinanceNVSNovartis$3,547,339$117,161 ▼-3.2%36,4540.3%MedicalSPYSPDR S&P 500 ETF Trust$3,441,485$100,220 ▼-2.8%5,8720.3%FinanceIEMGiShares Core MSCI Emerging Markets ETF$3,141,453$100,262 ▼-3.1%60,1580.2%ETFSCHFSchwab International Equity ETF$3,093,589$1,487,641 ▲92.6%167,2210.2%ETFMETAMeta Platforms$3,063,023$79,050 ▲2.6%5,2310.2%Computer and TechnologyWMWaste Management$2,995,573$119,863 ▼-3.8%14,8450.2%Business ServicesSOSouthern$2,935,202$13,747 ▼-0.5%35,6560.2%UtilitiesDHRDanaher$2,926,992$19,971 ▼-0.7%12,7510.2%MedicalSPLGSPDR Portfolio S&P 500 ETF$2,918,5060.0%42,3340.2%ETFVOOVanguard S&P 500 ETF$2,815,002$478,507 ▲20.5%5,2240.2%ETFHROWHarrow$2,730,970$14,930 ▲0.5%81,4000.2%MedicalSCHVSchwab U.S. Large-Cap Value ETF$2,714,513$1,808,372 ▲199.6%104,1240.2%ETFCGUSCapital Group Core Equity ETF$2,671,253$513,569 ▲23.8%76,3870.2%ETFIBMNiShares iBonds Dec 2025 Term Muni Bond ETF$2,614,445$33,216 ▼-1.3%98,2320.2%ETFGISGeneral Mills$2,543,275$3,826 ▲0.2%39,8820.2%Consumer StaplesDALDelta Air Lines$2,528,317$11,616 ▲0.5%41,7900.2%TransportationAXPAmerican Express$2,453,860$198,256 ▼-7.5%8,2680.2%FinancePALANTIR TECHNOLOGIES INC$2,437,177$197,772 ▼-7.5%32,2250.2%CL ANVDANVIDIA$2,315,495$57,206 ▼-2.4%17,2430.2%Computer and TechnologyIVViShares Core S&P 500 ETF$2,290,890$35,317 ▲1.6%3,8920.2%ETFMAMastercard$2,264,251$25,275 ▼-1.1%4,3000.2%Business ServicesEFAViShares MSCI EAFE Min Vol Factor ETF$2,246,669$58,901 ▼-2.6%31,7730.2%ETFAFLAflac$2,234,173$103 ▲0.0%21,5990.2%FinanceWDAYWorkday$2,142,423$774 ▼0.0%8,3030.2%Computer and TechnologyCSCOCisco Systems$2,067,323$144,566 ▼-6.5%34,9210.2%Computer and TechnologyNKENIKE$2,037,962$67,725 ▼-3.2%26,9320.2%Consumer DiscretionaryGDGeneral Dynamics$2,016,225$1,844 ▲0.1%7,6520.1%AerospaceSPSBSPDR Portfolio Short Term Corporate Bond ETF$2,010,563$2,010,563 ▲New Holding67,3330.1%ETFBIPBrookfield Infrastructure Partners$1,987,002$47,526 ▼-2.3%62,5040.1%FinanceIBMQiShares iBonds Dec 2028 Term Muni Bond ETF$1,961,749$108,098 ▲5.8%77,9090.1%ETFCATCaterpillar$1,889,254$968,569 ▲105.2%5,2080.1%Industrial ProductsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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