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CIK: 0001133653
Total reported value
$1.8B
$1.8B
276 檔
26.2%
At the close of Q2 2025, Woodmont Investment Counsel LLC disclosed equity holdings valued at approximately $1.8B, spread across 276 reported holdings.
During Q2 2025, Woodmont Investment Counsel LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VUG, VTV, VEA) accounted for 26.2% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 276 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 11.88% | +0.70% | +2.67% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 8.79% | +0.02% | +3.33% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.38% | +0.01% | +2.78% | |
| 4 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 2.85% | -0.54% | +3.76% | |
| 5 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 2.74% | -0.27% | +5.96% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.72% | -0.17% | +0.54% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.45% | +0.03% | +1.74% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 2.38% | +0.10% | +1.58% | |
| 9 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 2.36% | -0.62% | +2.94% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.84% | +0.07% | +3.27% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.67% | +0.01% | +0.34% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.67% | -0.02% | +2.87% | |
| 13 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 1.65% | -0.07% | +6.65% | |
| 14 | SNEX | Stonex Group Inc | Stock-Financials | 1.61% | +0.36% | +0.17% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-Other | 1.57% | +0.04% | -1.28% | |
| 16 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.55% | — | -5.74% | |
| 17 | HCA | Hca Healthcare Inc | Stock-Healthcare | 1.50% | -0.37% | +0.00% | |
| 18 | DUK | Duke Energy CORP | Stock-Utilities | 1.34% | -0.17% | -0.19% | |
| 19 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.20% | -0.08% | +7.02% | |
| 20 | CVX | Chevron CORP | Stock-Energy | 1.17% | -0.40% | +5.08% | |
| 21 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.05% | +0.01% | +3.32% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.02% | -0.07% | +1.53% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.02% | +0.21% | +53.43% | |
| 24 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.99% | -0.01% | -0.32% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.99% | -0.10% | +4.39% | |
| 26 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.98% | -0.10% | +23.95% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.93% | -0.07% | +2.96% | |
| 28 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.92% | -0.07% | +3.81% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.92% | +0.09% | +5.51% | |
| 30 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.83% | -0.13% | -4.49% | |
| 31 | CB | Chubb Limited | Stock-Financials | 0.72% | -0.04% | +3.01% | |
| 32 | DELL | Dell Technologies -c | Stock-Tech | 0.67% | +0.87% | +4.18% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.63% | -0.02% | +3.26% | |
| 34 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.62% | -0.03% | -1.06% | |
| 35 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.61% | -0.15% | +0.65% | |
| 36 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.58% | +0.08% | +5.26% | |
| 37 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.55% | -0.06% | -3.46% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.54% | +0.09% | +13.58% | |
| 39 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.53% | -0.02% | +0.97% | |
| 40 | EMR | Emerson Electric Co | Stock-Industrials | 0.52% | -0.01% | +1.54% | |
| 41 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.52% | +0.30% | -7.42% | |
| 42 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.51% | -0.06% | +0.07% | |
| 43 | XLV | Ss Health Care Select Sector | ETF-Other | 0.50% | — | +5.80% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.48% | -0.20% | -0.45% | |
| 45 | PNW | Pinnacle West Capital Corporation | Stock-Utilities | 0.48% | — | +7.34% | |
| 46 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 0.47% | -0.05% | +8.54% | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.43% | -0.07% | +0.32% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.42% | -0.08% | -1.48% | |
| 49 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.42% | +0.04% | +9.46% | |
| 50 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.42% | +0.18% | +2.94% |
According to official SEC Form 13F filings, Woodmont Investment Counsel LLC reported a total U.S. public equity portfolio value of $1.8B across 276 disclosed positions in Q2 2025.
During Q2 2025, Woodmont Investment Counsel LLC's top holdings by market value included VUG (11.9%)、VTV (8.8%)、VEA (5.4%). The largest single position, VUG, represented 11.9% of total portfolio value.
In Q2 2025, 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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