WOODMONT INVESTMENT COUNSEL LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
WI WOODMONT INVESTMENT COUNSEL LLC | Institutional Filer | ▲ 1.69% | $1.62B | 263 |
Current Portfolio Holdings
Showing all 263 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | — | 415K | $181.3M | 11.17% |
| 2 | VTV | VANGUARD INDEX FDS | — | 738K | $144.9M | 8.93% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | — | 1.5M | $99.0M | 6.10% |
| 4 | AAPL | Apple Inc. | Technology | 171K | $43.4M | 2.68% |
| 5 | IBDT | ISHARES TR | — | 1.6M | $41.1M | 2.54% |
| 6 | IBDU | ISHARES TR | — | 1.8M | $40.7M | 2.51% |
| 7 | AVGO | Broadcom Inc. | Technology | 109K | $33.8M | 2.08% |
| 8 | IBDS | ISHARES TR | — | 1.4M | $33.0M | 2.03% |
| 9 | SPTS | SPDR SERIES TRUST | — | 1.1M | $31.3M | 1.93% |
| 10 | VTI | VANGUARD INDEX FDS | — | 95K | $30.3M | 1.87% |
| 11 | MSFT | Microsoft Corporation | Technology | 78K | $29.0M | 1.79% |
| 12 | VO | VANGUARD INDEX FDS | — | 97K | $27.9M | 1.72% |
| 13 | SNEX | StoneX Group Inc. | Financial Services | 342K | $27.6M | 1.70% |
| 14 | VB | VANGUARD INDEX FDS | — | 98K | $25.7M | 1.58% |
| 15 | HCA | HCA Healthcare, Inc. | Healthcare | 53K | $24.9M | 1.53% |
Showing 1 to 15 of 263 holdings