HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD INDEX FDS (VUG) |
381,789 | +8,492 | $131,412 |
| VUG | 381,789 | +8,492 | $131,412 |
| VANGUARD INDEX FDS (VTV) |
629,872 | +18,800 | $102,581 |
| VTV | 629,872 | +18,800 | $102,581 |
| VANGUARD TAX MANAGED FDS (VEA) |
1,216,507 | +28,306 | $61,032 |
| VEA | 1,216,507 | +28,306 | $61,032 |
| MICROSOFT CORP |
81,433 | +2,320 | $34,260 |
| MSFT | 81,433 | +2,320 | $34,260 |
| ISHARES TR (IBDT) |
1,280,669 | +101,190 | $31,895 |
| IBDT | 1,280,669 | +101,190 | $31,895 |
| APPLE INC |
179,821 | +3,903 | $30,836 |
| AAPL | 179,821 | +3,903 | $30,836 |
| ISHARES TR (IBDS) |
1,155,599 | +83,634 | $27,503 |
| IBDS | 1,155,599 | +83,634 | $27,503 |
| VANGUARD INDEX FDS (VTI) |
85,486 | +2,631 | $22,218 |
| VTI | 85,486 | +2,631 | $22,218 |
| VANGUARD INDEX FDS (VO) |
88,138 | +35 | $22,022 |
| VO | 88,138 | +35 | $22,022 |
| VANGUARD INDEX FDS (VB) |
96,033 | +1,750 | $21,952 |
| VB | 96,033 | +1,750 | $21,952 |
| ISHARES TR (IBDU) |
947,900 | +947,900 | $21,631 |
| IBDU | 947,900 | +947,900 | $21,631 |
| ISHARES TR (IBDR) |
896,473 | +99,995 | $21,381 |
| IBDR | 896,473 | +99,995 | $21,381 |
| MERCK & CO INC |
160,226 | +1,595 | $21,142 |
| MRK | 160,226 | +1,595 | $21,142 |
| HCA HEALTHCARE INC |
60,761 | +19 | $20,266 |
| HCA | 60,761 | +19 | $20,266 |
| BROADCOM INC |
13,756 | +281 | $18,232 |
| AVGO | 13,756 | +281 | $18,232 |
| CHEVRON CORP NEW |
109,395 | +5,173 | $17,256 |
| CVX | 109,395 | +5,173 | $17,256 |
| JPMORGAN CHASE & CO |
82,725 | +455 | $16,570 |
| JPM | 82,725 | +455 | $16,570 |
| DUKE ENERGY CORP NEW |
161,099 | +5,263 | $15,580 |
| DUK | 161,099 | +5,263 | $15,580 |
| ISHARES TR (IEI) |
124,112 | +29,693 | $14,373 |
| IEI | 124,112 | +29,693 | $14,373 |
| PROCTER AND GAMBLE CO |
83,880 | +268 | $13,609 |
| PG | 83,880 | +268 | $13,609 |
| ISHARES TR (SGOV) |
133,127 | +25,241 | $13,407 |
| SGOV | 133,127 | +25,241 | $13,407 |
 BERKSHIRE HATHAWAY INC DEL |
$13,197 | ||
| BRK.B | 31,382 | +145 | $13,197 |
| JOHNSON & JOHNSON |
81,823 | +2,318 | $12,944 |
| JNJ | 81,823 | +2,318 | $12,944 |
| VANGUARD INTL EQUITY INDEX F (VEU) |
215,091 | -280 | $12,615 |
| VEU | 215,091 | -280 | $12,615 |
| SPDR INDEX SHS FDS (SPEM) |
313,642 | +22,436 | $11,351 |
| SPEM | 313,642 | +22,436 | $11,351 |
| ISHARES TR (IGSB) |
219,147 | -16,666 | $11,238 |
| IGSB | 219,147 | -16,666 | $11,238 |
| ALPHABET INC |
73,308 | +567 | $11,162 |
| GOOG | 73,308 | +567 | $11,162 |
| UNITED PARCEL SERVICE INC |
69,950 | +1,419 | $10,397 |
| UPS | 69,950 | +1,419 | $10,397 |
| UNITEDHEALTH GROUP INC |
20,928 | +1,404 | $10,353 |
| UNH | 20,928 | +1,404 | $10,353 |
| VANGUARD SCOTTSDALE FDS (VGSH) |
168,113 | -6,150 | $9,762 |
| VGSH | 168,113 | -6,150 | $9,762 |
| ISHARES TR (SHY) |
115,315 | +35,937 | $9,430 |
| SHY | 115,315 | +35,937 | $9,430 |
| VANGUARD WHITEHALL FDS (VYM) |
75,420 | -4,985 | $9,125 |
| VYM | 75,420 | -4,985 | $9,125 |
| STONEX GROUP INC |
129,474 | +4,300 | $9,097 |
| SNEX | 129,474 | +4,300 | $9,097 |
| LOCKHEED MARTIN CORP |
19,728 | +1,022 | $8,974 |
| LMT | 19,728 | +1,022 | $8,974 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
46,965 | -629 | $8,576 |
| VIG | 46,965 | -629 | $8,576 |
| ISHARES TR (SOXX) |
35,850 | +23,894 | $8,099 |
| SOXX | 35,850 | +23,894 | $8,099 |
| CHUBB LIMITED |
30,616 | +1,748 | $7,934 |
| CB | 30,616 | +1,748 | $7,934 |
| VERIZON COMMUNICATIONS INC |
188,579 | -15,489 | $7,913 |
| VZ | 188,579 | -15,489 | $7,913 |
| PEPSICO INC |
42,414 | +1,609 | $7,423 |
| PEP | 42,414 | +1,609 | $7,423 |
| SELECT SECTOR SPDR TR (XLV) |
48,911 | +698 | $7,226 |
| XLV | 48,911 | +698 | $7,226 |
| EMERSON ELEC CO |
61,860 | +358 | $7,016 |
| EMR | 61,860 | +358 | $7,016 |
| PINNACLE FINL PARTNERS INC |
81,338 | -766 | $6,985 |
| PNFP | 81,338 | -766 | $6,985 |
| LYONDELLBASELL INDUSTRIES N |
61,548 | -173 | $6,295 |
| LYB | 61,548 | -173 | $6,295 |
| COCA COLA CO |
102,773 | +6,637 | $6,288 |
| KO | 102,773 | +6,637 | $6,288 |
| EXXON MOBIL CORP |
48,433 | +337 | $5,630 |
| XOM | 48,433 | +337 | $5,630 |
| PAYCHEX INC |
45,769 | -138 | $5,620 |
| PAYX | 45,769 | -138 | $5,620 |
| HOME DEPOT INC |
14,537 | +2,167 | $5,576 |
| HD | 14,537 | +2,167 | $5,576 |
| SALESFORCE INC |
17,896 | +20 | $5,390 |
| CRM | 17,896 | +20 | $5,390 |
| ENTERPRISE PRODS PARTNERS L |
180,895 | -22,713 | $5,279 |
| EPD | 180,895 | -22,713 | $5,279 |
| VANECK ETF TRUST (SMOT) |
145,646 | +1,643 | $4,968 |
| SMOT | 145,646 | +1,643 | $4,968 |
See Full List: All Stocks Held By Woodmont Investment Counsel LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Woodmont Investment Counsel LLC
|
Size ($ in 1000's)
At 03/31/2024: $1,187,144 At 12/31/2023: $1,069,049 Woodmont Investment Counsel LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Woodmont Investment Counsel LLC 13F filings. Link to 13F filings: SEC filings |
