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
FNX
First Tr Mid Cap Core Alphadex

ETFs
1.21K
+ 65.34%
$106.85 - $117.19 $130K - $142K
3.07K $359K
CAT
Caterpillar Inc

Industrials
29
+ 1.16%
$316.8 - $391.12 $9.19K - $11.3K
2.54K $992K
IBMO
Ishares Tr Ibonds December 202

ETFs
5.09K
+ 9.45%
$25.26 - $25.66 $129K - $131K
59K $1.51M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
20
+ 0.46%
$475.2 - $527.7 $9.5K - $10.6K
4.34K $2.29M
PANW
Palo Alto Networks Inc

Technology
253
+ 1.73%
$294.18 - $368.01 $74.4K - $93.1K
14.9K $5.08M
MO
Altria Group, Inc.

Consumer Defensive
1.88K
+ 40.47%
$45.95 - $54.71 $86.2K - $103K
6.51K $332K
PM
Philip Morris International Inc.

Consumer Defensive
86
+ 1.6%
$101.25 - $127.45 $8.71K - $11K
5.45K $661K
IWD
Ishares Russell 1000 Val ETF

ETFs
243
+ 6.02%
$173.36 - $189.8 $42.1K - $46.1K
4.28K $811K
XOM
Exxon Mobil Corp

Energy
32
+ 0.06%
$109.72 - $119.0 $3.51K - $3.81K
49.4K $5.79M
EFA
Ishares Tr Msci Eafe ETF

ETFs
333
+ 2.63%
$75.32 - $84.37 $25.1K - $28.1K
13K $1.09M
T
At&T Inc.

Communication Services
410
+ 1.49%
$18.21 - $22.28 $7.47K - $9.13K
27.9K $613K
CGXU
Capital Group Intl Focus Equit

ETFs
2.19K
+ 12.36%
$24.27 - $27.46 $53.2K - $60.2K
19.9K $537K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.25K
+ 8.27%
$50.25 - $50.74 $63K - $63.6K
16.4K $831K
SCHG
Schwab Strategic Tr Us Large C

ETFs
150
+ 1.59%
$92.63 - $105.69 $13.9K - $15.9K
9.58K $997K
PFF
Ishares Trust Ishares Pfd And

ETFs
544
+ 3.3%
$31.18 - $33.5 $17K - $18.2K
17K $565K
GTLS
Chart Industries Inc

Industrials
4.13K
+ 17.47%
$106.83 - $168.99 $441K - $698K
27.8K $3.45M
DIS
Walt Disney CO

Communication Services
754
+ 6.49%
$85.6 - $98.61 $64.5K - $74.4K
12.4K $1.19M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
257
+ 0.26%
$26.42 - $26.67 $6.79K - $6.85K
99.5K $2.65M
NVDA
Nvidia Corp

Technology
422
+ 2.45%
$98.91 - $134.91 $41.7K - $56.9K
17.7K $2.15M
IWY
Ishares Tr Russell 200 Growth

ETFs
1
+ 0.06%
$194.66 - $225.97 $195 - $226
1.79K $393K
SMOT
Vaneck ETF Tr Morningstar Smid
6.56K
+ 4.29%
N/A
159K $0
AMZN
Amazon Com Inc

Consumer Cyclical
527
+ 3.15%
$161.02 - $200.0 $84.9K - $105K
17.3K $3.22M
ATEX
Anterix Inc.

Communication Services
800
+ 2.37%
$34.96 - $42.18 $28K - $33.7K
34.5K $1.3M
FANG
Diamondback Energy, Inc.

Energy
100
+ 4.73%
$168.46 - $210.94 $16.8K - $21.1K
2.21K $381K
MRNA
Moderna, Inc.

Healthcare
8.22K
+ 63.36%
$63.64 - $125.14 $523K - $1.03M
21.2K $1.42M
CVX
Chevron Corp

Energy
2.42K
+ 2.19%
$137.88 - $161.97 $334K - $393K
113K $16.7M
GOOG
Alphabet Inc.

Communication Services
336
+ 0.47%
$149.54 - $192.66 $50.2K - $64.7K
72.6K $12.1M
MSFT
Microsoft Corp

Technology
346
+ 0.43%
$395.15 - $467.56 $137K - $162K
80.5K $34.6M
MRK
Merck & Co., Inc.

Healthcare
2.93K
+ 1.81%
$111.15 - $128.97 $326K - $378K
165K $18.8M
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
Track This Portfolio

Track Woodmont Investment Counsel LLC Portfolio

Follow Woodmont Investment Counsel LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Woodmont Investment Counsel LLC, based on Form 13F filings with the SEC.

News

Stay updated on Woodmont Investment Counsel LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email