Woodmont Investment Counsel LLC Incresed Positions in Q3 2024

Woodmont Investment Counsel LLC

  • $1.32 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPTS
Spdr Portfolio Short Term Trea

ETFs
474K
+ 932.49%
$28.75 - $29.46 $13.6M - $14M
525K $15.4M
VTV
Vanguard Value ETF

ETFs
18.7K
+ 2.86%
$159.75 - $174.57 $2.99M - $3.27M
674K $118M
VUG
Vanguard Growth ETF

ETFs
8.21K
+ 2.07%
$341.08 - $391.94 $2.8M - $3.22M
405K $155M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
96.6K
+ 7.06%
$24.62 - $25.59 $2.38M - $2.47M
1.47M $37.4M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
89.4K
+ 7.46%
$23.63 - $24.42 $2.11M - $2.18M
1.29M $31.4M
LMT
Lockheed Martin Corp

Industrials
328
+ 1.48%
$460.3 - $584.56 $151K - $192K
22.5K $13.2M
DUK
Duke Energy Corp

Utilities
1.79K
+ 1.07%
$99.35 - $117.71 $177K - $210K
168K $19.4M
VB
Vanguard Small Cap ETF

ETFs
1.77K
+ 1.79%
$214.77 - $237.72 $381K - $422K
101K $23.9M
PFE
Pfizer Inc

Healthcare
65.4K
+ 40.37%
$27.7 - $31.39 $1.81M - $2.05M
227K $6.58M
AVGO
Broadcom Inc.

Technology
123K
+ 916.6%
$136.27 - $1745.86 $16.8M - $215M
136K $23.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
127
+ 0.4%
$405.19 - $478.57 $51.5K - $60.8K
31.6K $14.5M
VTI
Vanguard Total Stock Market Et

ETFs
708
+ 0.81%
$255.18 - $283.2 $181K - $201K
87.9K $24.9M
JNJ
Johnson & Johnson

Healthcare
625
+ 0.73%
$145.48 - $167.38 $90.9K - $105K
85.7K $13.9M
CB
Chubb LTD

Financial Services
1.11K
+ 3.5%
$252.51 - $292.2 $281K - $325K
32.9K $9.47M
HD
Home Depot, Inc.

Consumer Cyclical
797
+ 5.12%
$333.64 - $405.2 $266K - $323K
16.4K $6.63M
SOXX
Ishares Semiconductor ETF

ETFs
7.8K
+ 21.33%
$199.29 - $265.49 $1.56M - $2.07M
44.4K $10.2M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
49.3K
+ 5.28%
$23.75 - $23.75 $1.17M - $1.17M
983K $23.4M
SNEX
Stone X Group Inc.

Financial Services
1.94K
+ 1.48%
$73.76 - $84.42 $143K - $163K
132K $10.8M
VEU
Vanguard Ftse All World Ex Us

ETFs
734
+ 0.33%
$56.47 - $63.69 $41.4K - $46.7K
220K $13.9M
WMT
Walmart Inc.

Consumer Defensive
699
+ 0.99%
$66.91 - $81.4 $46.8K - $56.9K
71.6K $5.78M
PNFP
Pinnacle Financial Partners Inc

Financial Services
86
+ 0.16%
$76.97 - $100.56 $6.62K - $8.65K
53.3K $5.22M
KO
Coca Cola CO

Consumer Defensive
780
+ 0.74%
$62.69 - $73.01 $48.9K - $56.9K
107K $7.67M
VZ
Verizon Communications Inc

Communication Services
3.75K
+ 1.87%
$38.89 - $45.0 $146K - $169K
204K $9.17M
KOS
Kosmos Energy Ltd.

Energy
284K
+ 137.15%
$3.7 - $5.84 $1.05M - $1.66M
490K $1.98M
CGUS
Capital Group Core Equity ETF
21.3K
+ 52.76%
$31.19 - $34.33 $665K - $732K
61.7K $2.12M
PG
Procter & Gamble CO

Consumer Defensive
430
+ 0.5%
$160.76 - $177.82 $69.1K - $76.5K
85.6K $14.8M
ORI
Old Republic International Corp

Financial Services
3.53K
+ 2.87%
$29.89 - $35.9 $106K - $127K
126K $4.48M
XLV
Select Sector Spdr Fund Health

ETFs
1.42K
+ 2.85%
$143.3 - $157.24 $203K - $222K
51.1K $7.86M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
19.1K
+ 35.08%
$24.91 - $25.63 $476K - $490K
73.6K $1.89M
SO
Southern CO

Utilities
168
+ 0.47%
$77.0 - $90.52 $12.9K - $15.2K
35.8K $3.23M
CGDV
Capital Group Divid Value ETF

ETFs
9.85K
+ 68.39%
$32.96 - $36.48 $325K - $359K
24.3K $883K
CRM
Salesforce, Inc.

Technology
283
+ 1.55%
$238.42 - $276.53 $67.5K - $78.3K
18.5K $5.07M
XLU
Utilities Sector Spdr

ETFs
762
+ 3.3%
$67.67 - $80.78 $51.6K - $61.6K
23.8K $1.93M
META
Meta Platforms, Inc.

Communication Services
4
+ 0.08%
$453.41 - $572.44 $1.81K - $2.29K
5.1K $2.92M
VGSH
Vanguard

ETFs
3.17K
+ 2.0%
$57.74 - $59.13 $183K - $187K
162K $9.54M
LYB
Lyondell Basell Industries N.V.

Basic Materials
3.41K
+ 5.33%
$92.56 - $99.46 $315K - $339K
67.4K $6.46M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
1.39K
+ 4.47%
$69.31 - $77.34 $96.6K - $108K
32.6K $2.5M
CGGO
Capital Group Global Growth Eq

ETFs
9.91K
+ 66.45%
$27.25 - $30.52 $270K - $302K
24.8K $748K
IBMP
Ishares Tr Ibonds December 202

ETFs
10.9K
+ 19.55%
$24.92 - $25.47 $273K - $279K
66.9K $1.7M
FTCS
First Trust Capital Strength E

ETFs
3.12K
+ 120.82%
$83.58 - $90.94 $260K - $283K
5.7K $517K
GOOGL
Alphabet Inc.

Communication Services
5K
+ 15.12%
$148.65 - $191.18 $744K - $956K
38.1K $6.32M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
349
+ 0.4%
$36.98 - $41.55 $12.9K - $14.5K
86.8K $3.57M
CTAS
Cintas Corp

Industrials
5.92K
+ 300.0%
$201.38 - $819.83 $1.19M - $4.85M
7.89K $1.62M
CGGR
Capital Group Growth ETF Shs C

ETFs
5.8K
+ 34.69%
$30.71 - $34.79 $178K - $202K
22.5K $783K
SPY
Spdr S&P 500 ETF Trust

ETFs
92
+ 1.55%
$517.38 - $573.86 $47.6K - $52.8K
6.04K $3.47M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
4.06K
+ 25.35%
$50.61 - $50.96 $205K - $207K
20.1K $1.02M
WDAY
Workday, Inc.

Technology
127
+ 1.55%
$207.75 - $264.68 $26.4K - $33.6K
8.31K $2.03M
RDVY
First Trust Rising Dividend Ac

ETFs
2.42K
+ 61.47%
$53.68 - $59.24 $130K - $143K
6.36K $376K
DAL
Delta Air Lines, Inc.

Industrials
437
+ 1.06%
$37.32 - $51.8 $16.3K - $22.6K
41.6K $2.11M
Activity Summary
Buys All Purchases 97 New Holdings 17 Increased Positions 80 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 0 Puts 0
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