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CIK: 0001133653
Total reported value
$1.8B
$1.8B
248 檔
21.3%
During the Q2 2024 filing period, Woodmont Investment Counsel LLC (CIK: 0001133653) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.8B across 248 reported positions.
During Q2 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 248 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 12.11% | +0.70% | +3.83% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 8.59% | +0.02% | +4.09% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.12% | +0.01% | +4.30% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.11% | +0.03% | +0.39% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.93% | -0.17% | -1.54% | |
| 6 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 2.77% | -0.54% | +6.89% | |
| 7 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 2.32% | -0.62% | +3.65% | |
| 8 | IXJ | Ishares Global Healthcare Et | ETF-Other | 2.13% | — | +115117000.00% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.90% | +0.07% | +1.99% | |
| 10 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.82% | — | +4.18% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-Other | 1.77% | +0.04% | +3.21% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.76% | +0.10% | -2.49% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.76% | +0.01% | +0.88% | |
| 14 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.64% | -0.07% | +1.33% | |
| 15 | HCA | Hca Healthcare Inc | Stock-Healthcare | 1.50% | -0.37% | -6.23% | |
| 16 | CVX | Chevron CORP | Stock-Energy | 1.42% | -0.40% | +1.27% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.40% | -0.02% | +2.19% | |
| 18 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.37% | -0.13% | +16.66% | |
| 19 | DUK | Duke Energy CORP | Stock-Utilities | 1.36% | -0.17% | +3.18% | |
| 20 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.21% | -0.10% | +10.76% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.15% | -0.07% | +1.56% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.08% | +0.09% | -1.49% | |
| 23 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.05% | -0.01% | +2.02% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.04% | -0.07% | +0.15% | |
| 25 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.03% | +0.01% | +6.77% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.02% | -0.10% | +3.94% | |
| 27 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.98% | — | +27.06% | |
| 28 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.91% | +0.04% | +4.23% | |
| 29 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.87% | -0.06% | -5.64% | |
| 30 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.86% | -0.06% | +9.39% | |
| 31 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.85% | -0.03% | +12.42% | |
| 32 | SNEX | Stonex Group Inc | Stock-Financials | 0.80% | +0.36% | +0.77% | |
| 33 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.75% | -0.06% | -5.77% | |
| 34 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.74% | +0.30% | +2.05% | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.72% | -0.03% | -2.05% | |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.68% | -0.02% | -2.91% | |
| 37 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.68% | -0.15% | +6.27% | |
| 38 | CB | Chubb Limited | Stock-Financials | 0.66% | -0.04% | +3.71% | |
| 39 | XLV | Ss Health Care Select Sector | ETF-Other | 0.59% | — | +1.49% | |
| 40 | EMR | Emerson Electric Co | Stock-Industrials | 0.57% | -0.01% | +2.62% | |
| 41 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.55% | -0.02% | +3.03% | |
| 42 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.54% | -0.07% | -4.76% | |
| 43 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 0.50% | -0.02% | +3.92% | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.49% | +0.09% | +26.94% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.46% | -0.20% | +1.95% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.46% | -0.07% | +1.38% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.44% | — | +7.00% | |
| 48 | PAYX | Paychex Inc | Stock-Tech | 0.43% | -0.02% | -2.72% | |
| 49 | EPD | Enterprise Products Partners | Stock-Energy | 0.41% | -0.05% | -5.21% | |
| 50 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.40% | +0.18% | +2.37% |
According to official SEC Form 13F filings, Woodmont Investment Counsel LLC reported a total U.S. public equity portfolio value of $1.8B across 248 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VUG, VTV, VEA) accounted for 21.3% of total reported equity market value during Q2 2024.
During Q2 2024, Woodmont Investment Counsel LLC's top holdings by market value included VUG (12.1%)、VTV (8.6%)、VEA (5.1%). The largest single position, VUG, represented 12.1% of total portfolio value.
In Q2 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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