The Analysis of WOODMONT INVESTMENT COUNSEL LLC's Holdings
Currently, WOODMONT INVESTMENT COUNSEL LLC holds 259 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in IBDV (+741.8K shares, valued at $16.4M), IBDW (+605.2K shares, valued at $12.8M), PNFP (+28.4K shares, valued at $2.7M); decreased their positions in VUG (-17.8K shares, valued at $8.5M), VTV (-45.4K shares, valued at $8.5M), SMOT (-152.9K shares, valued at $5.5M); initiated new positions in IBDW (+605.2K shares, valued at $12.8M), AVY (+12.4K shares, valued at $2.0M), ENB (+6.4K shares, valued at $323.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VUG VANGUARD INDEX FDS392.9K shares-4.33%2025-09-302025-11-04
VTV VANGUARD INDEX FDS708.3K shares-6.02%2025-09-302025-11-04
VEA VANGUARD TAX-MANAGED FDS1.4M shares0.26%2025-09-302025-11-04
AAPL APPLE INC172.5K shares-4.52%2025-09-302025-11-04
IBDT ISHARES TR1.6M shares-4.33%2025-09-302025-11-04
IBDU ISHARES TR1.7M shares-2.67%2025-09-302025-11-04
MSFT MICROSOFT CORP75.2K shares-9.26%2025-09-302025-11-04
AVGO BROADCOM INC114.3K shares-12.57%2025-09-302025-11-04
IBDS ISHARES TR1.4M shares-6.53%2025-09-302025-11-04
VTI VANGUARD INDEX FDS91.8K shares-0.22%2025-09-302025-11-04
SPTS SPDR SERIES TRUST940.6K shares10.25%2025-09-302025-11-04
VO VANGUARD INDEX FDS90.8K shares0.38%2025-09-302025-11-04
JPM JPMORGAN CHASE & CO.80.6K shares-7.42%2025-09-302025-11-04
VB VANGUARD INDEX FDS95.0K shares-5.37%2025-09-302025-11-04
SNEX STONEX GROUP INC228.2K shares-14.62%2025-09-302025-11-04
HCA HCA HEALTHCARE INC53.2K shares-10.08%2025-09-302025-11-04
SPTI SPDR SERIES TRUST718.4K shares14.01%2025-09-302025-11-04
SPEM SPDR INDEX SHS FDS410.4K shares10.13%2025-09-302025-11-04
DUK DUKE ENERGY CORP NEW153.1K shares-11.20%2025-09-302025-11-04
IBDV ISHARES TR795.5K shares1379.85%2025-09-302025-11-04
CVX CHEVRON CORP NEW111.4K shares-10.36%2025-09-302025-11-04
BRK.B BERKSHIRE HATHAWAY INC DEL33.6K shares5.06%2025-09-302025-11-04
JNJ JOHNSON & JOHNSON88.8K shares-9.19%2025-09-302025-11-04
VEU VANGUARD INTL EQUITY INDEX F228.6K shares2.02%2025-09-302025-11-04
SGOV ISHARES TR161.3K shares8.99%2025-09-302025-11-04
LLY ELI LILLY & CO20.7K shares4.05%2025-09-302025-11-04
GOOG ALPHABET INC62.5K shares-20.08%2025-09-302025-11-04
MRK MERCK & CO INC167.3K shares-5.41%2025-09-302025-11-04
IEI ISHARES TR115.6K shares9.18%2025-09-302025-11-04
IBDW ISHARES TR605.2K sharesnew addition2025-09-302025-11-04
PG PROCTER AND GAMBLE CO82.7K shares-6.92%2025-09-302025-11-04
GOOGL ALPHABET INC47.6K shares2.64%2025-09-302025-11-04
DELL DELL TECHNOLOGIES INC70.9K shares-13.93%2025-09-302025-11-04
VYM VANGUARD WHITEHALL FDS67.5K shares-4.15%2025-09-302025-11-04
CB CHUBB LIMITED33.7K shares-10.37%2025-09-302025-11-04
VIG VANGUARD SPECIALIZED FUNDS44.0K shares-5.58%2025-09-302025-11-04
PNFP PINNACLE FINL PARTNERS INC94.4K shares43.14%2025-09-302025-11-04
JQUA J P MORGAN EXCHANGE TRADED F136.3K shares-7.29%2025-09-302025-11-04
VZ VERIZON COMMUNICATIONS INC195.0K shares-9.14%2025-09-302025-11-04
IGSB ISHARES TR155.8K shares-1.74%2025-09-302025-11-04
VGSH VANGUARD SCOTTSDALE FDS138.1K shares5.66%2025-09-302025-11-04
SMH VANECK ETF TRUST24.8K shares-12.33%2025-09-302025-11-04
NHI NATIONAL HEALTH INVS INC96.3K shares23.91%2025-09-302025-11-04
KO COCA COLA CO114.7K shares1.63%2025-09-302025-11-04
BAM BROOKFIELD ASSET MANAGMT LTD131.3K shares1.40%2025-09-302025-11-04
XLV SELECT SECTOR SPDR TR53.6K shares-4.64%2025-09-302025-11-04
XOM EXXON MOBIL CORP65.9K shares-2.61%2025-09-302025-11-04
EMR EMERSON ELEC CO53.4K shares-9.69%2025-09-302025-11-04
HD HOME DEPOT INC16.9K shares2.17%2025-09-302025-11-04
FANG DIAMONDBACK ENERGY INC47.3K shares8.74%2025-09-302025-11-04
PFE PFIZER INC255.8K shares3.80%2025-09-302025-11-04
BAC BANK AMERICA CORP124.2K shares1.44%2025-09-302025-11-04
COST COSTCO WHSL CORP NEW6.6K shares0.43%2025-09-302025-11-04
WMT WALMART INC55.6K shares-14.93%2025-09-302025-11-04
SOXX ISHARES TR21.1K shares-2.09%2025-09-302025-11-04
ABBV ABBVIE INC23.4K shares0.28%2025-09-302025-11-04
HROW HARROW INC103.9K shares-2.21%2025-09-302025-11-04
IVV ISHARES TR7.3K shares2.57%2025-09-302025-11-04
ORI OLD REP INTL CORP113.4K shares-18.63%2025-09-302025-11-04
SPY SPDR S&P 500 ETF TR7.1K shares5.69%2025-09-302025-11-04
VWO VANGUARD INTL EQUITY INDEX F86.9K shares-6.01%2025-09-302025-11-04
PANW PALO ALTO NETWORKS INC22.2K shares-28.40%2025-09-302025-11-04
PAYX PAYCHEX INC34.4K shares-2.64%2025-09-302025-11-04
QQQ INVESCO QQQ TR7.2K shares1.23%2025-09-302025-11-04
AMZN AMAZON COM INC18.8K shares1.17%2025-09-302025-11-04
META META PLATFORMS INC5.5K shares3.79%2025-09-302025-11-04
EPD ENTERPRISE PRODS PARTNERS L127.3K shares-3.35%2025-09-302025-11-04
PEP PEPSICO INC28.0K shares-15.86%2025-09-302025-11-04
QUAL ISHARES TR20.1K shares-2.53%2025-09-302025-11-04
VOO VANGUARD INDEX FDS6.3K shares0.90%2025-09-302025-11-04
SCHF SCHWAB STRATEGIC TR163.4K shares0.49%2025-09-302025-11-04
MCD MCDONALDS CORP12.1K shares-2.81%2025-09-302025-11-04
NVDA NVIDIA CORPORATION19.6K shares-9.57%2025-09-302025-11-04
NVS NOVARTIS AG28.2K shares-18.87%2025-09-302025-11-04
CRM SALESFORCE INC14.5K shares-24.53%2025-09-302025-11-04
AFL AFLAC INC30.2K shares-10.17%2025-09-302025-11-04
PLTR PALANTIR TECHNOLOGIES INC18.4K shares-28.84%2025-09-302025-11-04
UNH UNITEDHEALTH GROUP INC9.4K shares-54.07%2025-09-302025-11-04
ORCL ORACLE CORP11.2K shares-0.77%2025-09-302025-11-04
SO SOUTHERN CO33.0K shares-0.32%2025-09-302025-11-04
SCHV SCHWAB STRATEGIC TR104.1K shares-0.04%2025-09-302025-11-04
WM WASTE MGMT INC DEL13.1K shares-0.05%2025-09-302025-11-04
AXP AMERICAN EXPRESS CO8.5K shares3.16%2025-09-302025-11-04
ACIW ACI WORLDWIDE INC52.3K shares-24.78%2025-09-302025-11-04
IBMR ISHARES TR107.1K shares17.14%2025-09-302025-11-04
GTLS CHART INDS INC13.7K shares-36.29%2025-09-302025-11-04
DHR DANAHER CORPORATION12.4K shares-1.92%2025-09-302025-11-04
CAT CATERPILLAR INC5.0K shares0.75%2025-09-302025-11-04
IEMG ISHARES INC35.2K shares-36.33%2025-09-302025-11-04
MDY SPDR S&P MIDCAP 400 ETF TR3.8K shares-8.27%2025-09-302025-11-04
GD GENERAL DYNAMICS CORP6.6K shares-12.85%2025-09-302025-11-04
DAL DELTA AIR LINES INC DEL39.6K shares-3.07%2025-09-302025-11-04
ABT ABBOTT LABS16.4K shares0.31%2025-09-302025-11-04
IBMQ ISHARES TR85.2K shares-11.15%2025-09-302025-11-04
CSCO CISCO SYS INC31.7K shares0.06%2025-09-302025-11-04
XLU SELECT SECTOR SPDR TR23.7K shares0.14%2025-09-302025-11-04
NUE NUCOR CORP15.2K shares0.05%2025-09-302025-11-04
NVO NOVO-NORDISK A S36.5K shares-2.84%2025-09-302025-11-04
RTX RTX CORPORATION12.1K shares-1.06%2025-09-302025-11-04
AVY AVERY DENNISON CORP12.4K sharesnew addition2025-09-302025-11-04
IQLT ISHARES TR45.1K shares0.12%2025-09-302025-11-04
V VISA INC5.8K shares-0.98%2025-09-302025-11-04
BIP BROOKFIELD INFRAST PARTNERS58.8K shares-1.22%2025-09-302025-11-04
MA MASTERCARD INCORPORATED3.4K shares-16.08%2025-09-302025-11-04
CSX CSX CORP52.1K shares-1.14%2025-09-302025-11-04
SPLV INVESCO EXCH TRADED FD TR II24.6K shares-5.88%2025-09-302025-11-04
LMT LOCKHEED MARTIN CORP3.6K shares-1.72%2025-09-302025-11-04
SPYM SPDR SERIES TRUST22.2K shares-6.31%2025-09-302025-11-04
GIB CGI INC17.2K shares0.00%2025-09-302025-11-04
IBMP ISHARES TR60.1K shares-22.50%2025-09-302025-11-04
IWF ISHARES TR3.0K shares-1.28%2025-09-302025-11-04
VCSH VANGUARD SCOTTSDALE FDS17.5K shares1.54%2025-09-302025-11-04
WDAY WORKDAY INC5.8K shares-31.10%2025-09-302025-11-04
DIA SPDR DOW JONES INDL AVERAGE3.0K shares0.00%2025-09-302025-11-04
MYCG SSGA ACTIVE TR54.9K shares0.00%2025-09-302025-11-04
ADP AUTOMATIC DATA PROCESSING IN4.7K shares0.71%2025-09-302025-11-04
UPS UNITED PARCEL SERVICE INC16.2K shares-37.99%2025-09-302025-11-04
SCHD SCHWAB STRATEGIC TR49.2K shares-0.20%2025-09-302025-11-04
USB US BANCORP DEL27.5K shares-4.04%2025-09-302025-11-04
SPSB SPDR SERIES TRUST43.9K shares0.00%2025-09-302025-11-04
SCHG SCHWAB STRATEGIC TR40.6K shares0.81%2025-09-302025-11-04
SYK STRYKER CORPORATION3.4K shares0.03%2025-09-302025-11-04
BSCR INVESCO EXCH TRD SLF IDX FD62.5K shares-6.36%2025-09-302025-11-04
TJX TJX COS INC NEW8.5K shares-2.57%2025-09-302025-11-04
WY WEYERHAEUSER CO MTN BE49.1K shares-7.51%2025-09-302025-11-04
DVY ISHARES TR8.2K shares-5.96%2025-09-302025-11-04
BLK BLACKROCK INC994 shares-4.79%2025-09-302025-11-04
MYCF SSGA ACTIVE TR45.8K shares0.00%2025-09-302025-11-04
VXF VANGUARD INDEX FDS5.5K shares0.00%2025-09-302025-11-04
HON HONEYWELL INTL INC5.4K shares3.71%2025-09-302025-11-04
ACN ACCENTURE PLC IRELAND4.5K shares-4.65%2025-09-302025-11-04
QCOM QUALCOMM INC6.7K shares-0.09%2025-09-302025-11-04
DIS DISNEY WALT CO9.6K shares-4.79%2025-09-302025-11-04
NKE NIKE INC15.0K shares-3.48%2025-09-302025-11-04
EFA ISHARES TR10.0K shares-0.25%2025-09-302025-11-04
TSLA TESLA INC2.1K shares-12.47%2025-09-302025-11-04
PM PHILIP MORRIS INTL INC5.7K shares4.22%2025-09-302025-11-04
XLE SELECT SECTOR SPDR TR10.3K shares-2.70%2025-09-302025-11-04
SCHA SCHWAB STRATEGIC TR32.8K shares-4.02%2025-09-302025-11-04
XLF SELECT SECTOR SPDR TR16.7K shares0.00%2025-09-302025-11-04
IBMO ISHARES TR34.8K shares-46.78%2025-09-302025-11-04
ECL ECOLAB INC3.2K shares-2.89%2025-09-302025-11-04
IWM ISHARES TR3.6K shares-1.41%2025-09-302025-11-04
PGR PROGRESSIVE CORP3.5K shares5.56%2025-09-302025-11-04
WFC WELLS FARGO CO NEW10.0K shares2.22%2025-09-302025-11-04
CLW CLEARWATER PAPER CORP40.2K shares0.00%2025-09-302025-11-04
IWD ISHARES TR4.1K shares0.00%2025-09-302025-11-04
MS MORGAN STANLEY5.2K shares0.19%2025-09-302025-11-04
SMOT VANECK ETF TRUST22.7K shares-87.07%2025-09-302025-11-04
MDLZ MONDELEZ INTL INC13.0K shares-2.43%2025-09-302025-11-04
IVW ISHARES TR6.5K shares0.00%2025-09-302025-11-04
PEG PUBLIC SVC ENTERPRISE GRP IN9.4K shares-2.19%2025-09-302025-11-04
ETN EATON CORP PLC2.1K shares0.00%2025-09-302025-11-04
NEE NEXTERA ENERGY INC10.2K shares10.01%2025-09-302025-11-04
MO ALTRIA GROUP INC10.9K shares10.60%2025-09-302025-11-04
LOW LOWES COS INC2.8K shares-0.82%2025-09-302025-11-04
IBM INTERNATIONAL BUSINESS MACHS2.4K shares-1.97%2025-09-302025-11-04
DEO DIAGEO PLC7.2K shares-9.22%2025-09-302025-11-04
EFAV ISHARES TR8.0K shares-9.01%2025-09-302025-11-04
FDX FEDEX CORP2.9K shares8.13%2025-09-302025-11-04
HDV ISHARES TR5.5K shares-0.91%2025-09-302025-11-04
GS GOLDMAN SACHS GROUP INC822 shares-6.70%2025-09-302025-11-04
MET METLIFE INC7.9K shares-9.90%2025-09-302025-11-04
BSCQ INVESCO EXCH TRD SLF IDX FD33.4K shares0.00%2025-09-302025-11-04
T AT&T INC22.7K shares-4.84%2025-09-302025-11-04
MYCH SSGA ACTIVE TR24.2K shares0.00%2025-09-302025-11-04
VBR VANGUARD INDEX FDS2.9K shares-8.01%2025-09-302025-11-04
BDX BECTON DICKINSON & CO3.1K shares-6.46%2025-09-302025-11-04
ALL ALLSTATE CORP2.7K shares-3.42%2025-09-302025-11-04
NFLX NETFLIX INC468 shares-15.68%2025-09-302025-11-04
PFF ISHARES TR17.4K shares-12.81%2025-09-302025-11-04
JMST J P MORGAN EXCHANGE TRADED F10.7K shares-76.30%2025-09-302025-11-04
VDC VANGUARD WORLD FD2.6K shares-3.95%2025-09-302025-11-04
AMGN AMGEN INC1.9K shares-1.55%2025-09-302025-11-04
NOC NORTHROP GRUMMAN CORP865 shares0.35%2025-09-302025-11-04
BMY BRISTOL-MYERS SQUIBB CO11.4K shares-4.57%2025-09-302025-11-04
AMP AMERIPRISE FINL INC1.0K shares0.00%2025-09-302025-11-04
IWY ISHARES TR1.8K shares0.00%2025-09-302025-11-04
MCHP MICROCHIP TECHNOLOGY INC.7.8K shares0.00%2025-09-302025-11-04
SHEL SHELL PLC7.0K shares1.97%2025-09-302025-11-04
COF CAPITAL ONE FINL CORP2.2K shares-4.31%2025-09-302025-11-04
ITW ILLINOIS TOOL WKS INC1.8K shares1.33%2025-09-302025-11-04
PSX PHILLIPS 663.5K shares1.69%2025-09-302025-11-04
SHY ISHARES TR5.7K shares19.42%2025-09-302025-11-04
CALM CAL MAINE FOODS INC5.0K shares0.00%2025-09-302025-11-04
IBMN ISHARES TR17.5K shares-81.03%2025-09-302025-11-04
IAU ISHARES GOLD TR6.4K shares0.00%2025-09-302025-11-04
UL UNILEVER PLC7.9K shares0.00%2025-09-302025-11-04
MMM 3M CO3.0K shares-4.00%2025-09-302025-11-04
ACWX ISHARES TR7.1K shares0.00%2025-09-302025-11-04
IWS ISHARES TR3.2K shares0.00%2025-09-302025-11-04
UNP UNION PAC CORP1.9K shares2.17%2025-09-302025-11-04
YUM YUM BRANDS INC2.9K shares-2.57%2025-09-302025-11-04
JPST J P MORGAN EXCHANGE TRADED F8.7K shares-63.71%2025-09-302025-11-04
SDY SPDR SERIES TRUST3.1K shares0.32%2025-09-302025-11-04
LYB LYONDELLBASELL INDUSTRIES N8.7K shares-91.43%2025-09-302025-11-04
WMB WILLIAMS COS INC6.5K shares36.34%2025-09-302025-11-04
IHE ISHARES TR5.6K shares0.00%2025-09-302025-11-04
GE GE AEROSPACE1.3K shares6.50%2025-09-302025-11-04
AMAT APPLIED MATLS INC1.9K shares-9.42%2025-09-302025-11-04
SYY SYSCO CORP4.8K shares-11.55%2025-09-302025-11-04
TRV TRAVELERS COMPANIES INC1.4K shares0.72%2025-09-302025-11-04
LHX L3HARRIS TECHNOLOGIES INC1.3K shares0.16%2025-09-302025-11-04
MCO MOODYS CORP810 shares0.62%2025-09-302025-11-04
CPRT COPART INC8.5K shares-17.75%2025-09-302025-11-04
IVE ISHARES TR1.8K shares0.00%2025-09-302025-11-04
ATEX ANTERIX INC17.4K shares-40.28%2025-09-302025-11-04
WELL WELLTOWER INC2.1K shares0.00%2025-09-302025-11-04
SNV SYNOVUS FINL CORP7.5K shares0.00%2025-09-302025-11-04
SPSM SPDR SERIES TRUST7.7K shares0.00%2025-09-302025-11-04
CARR CARRIER GLOBAL CORPORATION5.8K shares-1.70%2025-09-302025-11-04
PHYS SPROTT ASSET MANAGEMENT LP11.7K shares0.00%2025-09-302025-11-04
GPN GLOBAL PMTS INC4.1K shares-52.88%2025-09-302025-11-04
IJR ISHARES TR2.8K shares-3.96%2025-09-302025-11-04
UBER UBER TECHNOLOGIES INC3.4K shares29.09%2025-09-302025-11-04
JEPI J P MORGAN EXCHANGE TRADED F5.8K shares0.00%2025-09-302025-11-04
VLTO VERALTO CORP3.1K shares0.00%2025-09-302025-11-04
LUV SOUTHWEST AIRLS CO10.2K shares-21.28%2025-09-302025-11-04
ENB ENBRIDGE INC6.4K sharesnew addition2025-09-302025-11-04
VGIT VANGUARD SCOTTSDALE FDS5.3K shares6.79%2025-09-302025-11-04
MGNI MAGNITE INC14.3K shares-0.35%2025-09-302025-11-04
CHCT COMMUNITY HEALTHCARE TR INC20.1K shares0.00%2025-09-302025-11-04
GWW GRAINGER W W INC318 shares-8.09%2025-09-302025-11-04
RNST RENASANT CORP8.1K shares0.00%2025-09-302025-11-04
GLW CORNING INC3.6K sharesnew addition2025-09-302025-11-04
IBMS ISHARES TR11.2K sharesnew addition2025-09-302025-11-04
TXN TEXAS INSTRS INC1.6K shares-4.42%2025-09-302025-11-04
GLDM WORLD GOLD TR3.7K shares0.00%2025-09-302025-11-04
F FORD MTR CO23.8K shares3.77%2025-09-302025-11-04
FITB FIFTH THIRD BANCORP6.3K shares0.00%2025-09-302025-11-04
XLRE SELECT SECTOR SPDR TR6.7K shares-1.05%2025-09-302025-11-04
EOG EOG RES INC2.5K shares0.97%2025-09-302025-11-04
CL COLGATE PALMOLIVE CO3.5K shares-0.81%2025-09-302025-11-04
ESBA EMPIRE ST RLTY OP L P36.1K shares0.00%2025-09-302025-11-04
RF REGIONS FINANCIAL CORP NEW10.0K shares14.56%2025-09-302025-11-04
JEPQ J P MORGAN EXCHANGE TRADED F4.6K shares12.63%2025-09-302025-11-04
ADUS ADDUS HOMECARE CORP2.2K shares0.00%2025-09-302025-11-04
KMB KIMBERLY-CLARK CORP2.0K shares3.64%2025-09-302025-11-04
AMD ADVANCED MICRO DEVICES INC1.5K shares-4.82%2025-09-302025-11-04
HSTM HEALTHSTREAM INC8.7K shares0.00%2025-09-302025-11-04
FNDX SCHWAB STRATEGIC TR9.3K shares0.00%2025-09-302025-11-04
HSY HERSHEY CO1.3K shares-9.97%2025-09-302025-11-04
FHN FIRST HORIZON CORPORATION10.6K shares0.00%2025-09-302025-11-04
KMI KINDER MORGAN INC DEL8.2K shares0.00%2025-09-302025-11-04
MTB M & T BK CORP1.2K shares-5.15%2025-09-302025-11-04
JCI JOHNSON CTLS INTL PLC2.1K shares0.00%2025-09-302025-11-04
WRB BERKLEY W R CORP3.0K shares0.88%2025-09-302025-11-04
BND VANGUARD BD INDEX FDS3.0K shares0.00%2025-09-302025-11-04
HYBL SSGA ACTIVE TR7.8K shares-30.14%2025-09-302025-11-04
TT TRANE TECHNOLOGIES PLC523 shares0.00%2025-09-302025-11-04
XSOE WISDOMTREE TR5.7K sharesnew addition2025-09-302025-11-04
VPU VANGUARD WORLD FD1.1K shares-48.95%2025-09-302025-11-04
CEF SPROTT ASSET MANAGEMENT LP5.9K sharesnew addition2025-09-302025-11-04
ATO ATMOS ENERGY CORP1.2K sharesnew addition2025-09-302025-11-04
APD AIR PRODS & CHEMS INC751 shares-1.57%2025-09-302025-11-04
AGG ISHARES TR2.0K shares0.00%2025-09-302025-11-04
SPYD SPDR SERIES TRUST4.6K sharesnew addition2025-09-302025-11-04
ASPN ASPEN AEROGELS INC14.6K shares-42.74%2025-09-302025-11-04
KOS KOSMOS ENERGY LTD40.1K shares0.00%2025-09-302025-11-04
Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available