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CIK: 0001133653
Total reported value
$1.8B
$1.8B
270 檔
23.3%
The Q1 2025 SEC filing reveals that Woodmont Investment Counsel LLC held a total portfolio value of $1.8B, covering 270 public equity positions.
In Q1 2025, Woodmont Investment Counsel LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VUG, VTV, VEA) accounted for 23.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
VUG
市值: $148.3M
Showing top 200 holdings (of 270 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 10.71% | +0.70% | -1.96% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 9.10% | +0.02% | +5.80% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.10% | +0.01% | +7.31% | |
| 4 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 2.99% | -0.54% | +6.46% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.85% | +0.03% | -0.08% | |
| 6 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 2.80% | -0.27% | +9.24% | |
| 7 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 2.50% | -0.62% | +5.57% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.23% | -0.17% | +2.36% | |
| 9 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.80% | — | -0.58% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.77% | +0.07% | +1.26% | |
| 11 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 1.69% | -0.07% | +12.74% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.68% | +0.01% | +1.60% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-Other | 1.63% | +0.04% | +1.03% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.56% | +0.10% | -2.41% | |
| 15 | DUK | Duke Energy CORP | Stock-Utilities | 1.52% | -0.17% | +3.35% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.50% | -0.02% | +1.16% | |
| 17 | HCA | Hca Healthcare Inc | Stock-Healthcare | 1.48% | -0.37% | +0.71% | |
| 18 | SNEX | Stonex Group Inc | Stock-Financials | 1.47% | +0.36% | +108.18% | |
| 19 | CVX | Chevron CORP | Stock-Energy | 1.43% | -0.40% | +2.31% | |
| 20 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.22% | -0.08% | +21.39% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.21% | -0.07% | -1.00% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.12% | -0.10% | +4.37% | |
| 23 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.10% | -0.07% | +5.87% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.06% | -0.07% | +1.11% | |
| 25 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.03% | +0.01% | +6.60% | |
| 26 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.98% | -0.01% | +9.44% | |
| 27 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.95% | -0.13% | +1.45% | |
| 28 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.87% | -0.10% | +3.46% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.84% | +0.09% | +3.50% | |
| 30 | CB | Chubb Limited | Stock-Financials | 0.80% | -0.04% | +9.29% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.77% | +0.21% | +21.43% | |
| 32 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.70% | +0.04% | +2.80% | |
| 33 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.70% | -0.15% | +6.05% | |
| 34 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.66% | -0.03% | -0.59% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.63% | -0.02% | +1.63% | |
| 36 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.62% | -0.06% | +1.66% | |
| 37 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.62% | -0.06% | +4.51% | |
| 38 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.59% | +0.01% | +7.12% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.58% | -0.20% | -4.15% | |
| 40 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.58% | -0.02% | +4.34% | |
| 41 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.57% | +0.08% | — | |
| 42 | XLV | Ss Health Care Select Sector | ETF-Other | 0.56% | — | +4.44% | |
| 43 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.55% | -0.06% | -0.40% | |
| 44 | DELL | Dell Technologies -c | Stock-Tech | 0.52% | +0.87% | +30.70% | |
| 45 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 0.52% | -0.02% | +15.01% | |
| 46 | PFE | Pfizer Inc | Stock-Healthcare | 0.49% | -0.11% | +6.71% | |
| 47 | PNW | Pinnacle West Capital Corporation | Stock-Utilities | 0.47% | — | +0.84% | |
| 48 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.47% | +0.30% | +493.64% | |
| 49 | EMR | Emerson Electric Co | Stock-Industrials | 0.46% | -0.01% | +0.87% | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.46% | +0.09% | +6.46% |
According to official SEC Form 13F filings, Woodmont Investment Counsel LLC reported a total U.S. public equity portfolio value of $1.8B across 270 disclosed positions in Q1 2025.
During Q1 2025, Woodmont Investment Counsel LLC's top holdings by market value included VUG (10.7%)、VTV (9.1%)、VEA (5.1%). The largest single position, VUG, represented 10.7% of total portfolio value.
In Q1 2025, Woodmont Investment Counsel LLC made 50 total portfolio adjustments, initiating 50 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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