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CIK: 0001133653
Total reported value
$1.8B
$1.8B
366 檔
19.7%
As reported in its official Q1 2024 Form 13F filing, Woodmont Investment Counsel LLC's tracked investment portfolio stood at $1.8B with 366 total positions.
During Q1 2024, Woodmont Investment Counsel LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 366 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 11.07% | +0.70% | +2.27% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 8.64% | +0.02% | +3.08% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.14% | +0.01% | +2.38% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.89% | -0.17% | +2.93% | |
| 5 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 2.69% | -0.54% | +8.58% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.60% | +0.03% | +2.22% | |
| 7 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 2.32% | -0.62% | +7.80% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.87% | +0.07% | +3.18% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.86% | +0.01% | +0.04% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 1.85% | +0.04% | +1.86% | |
| 11 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.82% | -0.27% | — | |
| 12 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.80% | — | +12.55% | |
| 13 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.78% | -0.07% | +1.01% | |
| 14 | HCA | Hca Healthcare Inc | Stock-Healthcare | 1.71% | -0.37% | +0.03% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.54% | +0.10% | +2.09% | |
| 16 | CVX | Chevron CORP | Stock-Energy | 1.45% | -0.40% | +4.96% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.40% | -0.02% | +0.55% | |
| 18 | DUK | Duke Energy CORP | Stock-Utilities | 1.31% | -0.17% | +3.38% | |
| 19 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.21% | -0.13% | +31.45% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.15% | -0.07% | +0.32% | |
| 21 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.13% | -0.10% | +23.40% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.11% | -0.07% | +0.46% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.09% | -0.10% | +2.92% | |
| 24 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.06% | -0.01% | -0.13% | |
| 25 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.96% | +0.01% | +7.70% | |
| 26 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.95% | -0.06% | -7.07% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.94% | +0.09% | +0.78% | |
| 28 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.88% | -0.06% | +2.07% | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.87% | +0.04% | +7.19% | |
| 30 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.82% | -0.06% | -3.53% | |
| 31 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.79% | — | +45.27% | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.77% | -0.03% | -6.20% | |
| 33 | SNEX | Stonex Group Inc | Stock-Financials | 0.77% | +0.36% | +3.44% | |
| 34 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.76% | -0.03% | +5.46% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.72% | -0.02% | -1.32% | |
| 36 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.68% | +0.30% | +199.85% | |
| 37 | CB | Chubb Limited | Stock-Financials | 0.67% | -0.04% | +6.06% | |
| 38 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.67% | -0.15% | -7.59% | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.63% | -0.07% | +3.94% | |
| 40 | XLV | Ss Health Care Select Sector | ETF-Other | 0.61% | — | +1.45% | |
| 41 | EMR | Emerson Electric Co | Stock-Industrials | 0.59% | -0.01% | +0.58% | |
| 42 | PNW | Pinnacle West Capital Corporation | Stock-Utilities | 0.59% | — | -0.93% | |
| 43 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 0.53% | -0.02% | -0.28% | |
| 44 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.53% | -0.02% | +6.90% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.47% | -0.20% | +0.70% | |
| 46 | PAYX | Paychex Inc | Stock-Tech | 0.47% | -0.02% | -0.30% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.47% | — | +17.52% | |
| 48 | CRM | Salesforce Inc | Stock-Tech | 0.45% | -0.05% | +0.11% | |
| 49 | EPD | Enterprise Products Partners | Stock-Energy | 0.44% | -0.05% | -11.16% | |
| 50 | SMOT | Vaneck Morningstar Smid Moat | ETF-Other | 0.42% | — | +1.14% |
According to official SEC Form 13F filings, Woodmont Investment Counsel LLC reported a total U.S. public equity portfolio value of $1.8B across 366 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VUG, VTV, VEA) accounted for 19.7% of total reported equity market value during Q1 2024.
During Q1 2024, Woodmont Investment Counsel LLC's top holdings by market value included VUG (11.1%)、VTV (8.6%)、VEA (5.1%). The largest single position, VUG, represented 11.1% of total portfolio value.
In Q1 2024, Woodmont Investment Counsel LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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