Woodmont-Investment-Counsel
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, null, null, null, null, "RF", "ASPN", null, "ACN", "MMM", "ABT", "ABBV", "APD", "ALL", "GOOGL", "NHI", "AXP", null, "T", "BLK", null, "CAT", "AVGO", "LOW", "WRB", null, null, null, null, null, null, null, "MIN", null, null, "DUK", "EOG", "FITB", "GD", "GIS", "ATEX", "HON", "HD", "CLW", null, "MCD", null, null, "UNP", "QCOM", "ITW", "AMAT", "EMR", "META", null, "IVW", "ESBA", null, null, null, null, "LHX", "IWS", "MA", "MSFT", "MDLZ", "MS", "FHN", "FTV", "GE", "NVS", "HSY", "AMP", "IJR", "IWD", "ORCL", "NOC", "PAYX", "VGIT", null, null, "IWF", "PANW", "PEP", null, "VGSH", "PGR", "IEMG", "IVV", null, "UNH", "AAPL", "SPY", "EFAV", "ECL", "NVDA", "GS", "PLTR", "PFE", "LMT", "PG", "MRK", "VZ", null, "AMGN", "FNDX", null, null, null, null, null, "SHEL", "RTX", null, null, null, null, "SPLG", null, "IBM", "SYK", "CI", "TXN", "TJX", "TRV", "UL", "UPS", "VO", "ADUS", "PNFP", "MET", "VXF", "SNEX", "MGNI", "SNV", "VWO", null, "LPX", null, null, "KOS", "VIG", "RNST", "WY", "GPN", null, null, null, "VYM", null, null, "AFL", "AMD", "SDY", "F", "DEO", "WM", "HROW", "HSTM", null, null, null, "PEG", "NVO", "AMZN", null, "IVE", "HCA", "LUV", "ACIW", null, null, "VEU", "USB", "VUG", "VEA", null, "BND", "VBR", "VB", "VOO", "VLTO", "VTV", "V", "WMT", "WFC", "WELL", "WDAY", "YUM", null, null, null, "MTB", "SCHD", "DVY", "SCHG", "SCHF", null, "SCHA", "SO", "PSX", "CRM", "SYY", "ORI", null, null, "LYB", null, null, "GWW", "NUE", "FDX", null, "KMB", "ADP", "BAC", "BRK-A", "BRK-B", "BDX", "BMY", "BIP", "BAM.TO", "CALM", "CARR", "CVX", "GTLS", "CB", "CTAS", "CSCO", "CLX", "KO", "CL", "CHCT", "COP", "CPRT", "CXW", "COST", "CSX", "DHR", "DELL", "DE", "FANG", "DAL", "DFS", null, "EFA", "MCO", "NEE", "NKE", "QQQ", "IWM", "EPD", "MDY", "DIS", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "PM", "MO", "MCHP", "VTI", "JPM", "QUAL", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-22
- Total Holdings
- 270
- Total Value
- 1384761142
- Accession Number
- 0001398344-25-007430
- Form Type
- 13F-HR
- Manager Name
- Woodmont-Investment-Counsel
Data Enrichment
75% identified203 identified67 unidentified
Holdings
270 positions
Manager:
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Page 3 of 14
46641Q761
Shares:139.7K
Value:$7.9M
81369Y209
Shares:53.2K
Value:$7.8M
92189F676
Shares:30.5K
Value:$6.5M
92189H730
Shares:175.0K
Value:$5.7M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip46641Q761)✕ | 139.7K | QoQ NEW(+139.7K) YoY NEW(+139.7K) | All Managers (Combined) | $7.9M | QoQ NEW(+$7.9M) YoY NEW(+$7.9M) |
(cusip81369Y209)✕ | 53.2K | All Managers (Combined) | $7.8M | ||
130.6K | All Managers (Combined) | $7.7M | |||
79.0K | YoY NEW(+79.0K) | All Managers (Combined) | $7.2M | YoY NEW(+$7.2M) | |
101.5K | All Managers (Combined) | $7.1M | |||
PFIZER INC(PFEcusip717081103) | 270.0K | All Managers (Combined) | $6.8M | ||
61.4K | All Managers (Combined) | $6.5M | |||
(cusip92189F676)✕ | 30.5K | All Managers (Combined) | $6.5M | ||
58.2K | All Managers (Combined) | $6.4M | |||
Alphabet Inc.(GOOGLcusip02079K305) | 40.8K | All Managers (Combined) | $6.3M | ||
6.6K | QoQ -0.24% (-16)YoY +0.33% (+22) | All Managers (Combined) | $6.2M | ||
HOME DEPOT, INC.(HDcusip437076102) | 16.4K | All Managers (Combined) | $6.0M | ||
Walmart Inc.(WMTcusip931142103) | 66.4K | All Managers (Combined) | $5.8M | ||
119.3K | QoQ NEW(+119.3K) YoY NEW(+119.3K) | All Managers (Combined) | $5.8M | QoQ NEW(+$5.8M) YoY NEW(+$5.8M) | |
(cusip92189H730)✕ | 175.0K | All Managers (Combined) | $5.7M | ||
PAYCHEX INC(PAYXcusip704326107) | 36.5K | All Managers (Combined) | $5.6M | ||
PEPSICO INC(PEPcusip713448108) | 35.2K | All Managers (Combined) | $5.3M | ||
30.1K | All Managers (Combined) | $5.1M | |||
129.1K | All Managers (Combined) | $5.1M | |||
Salesforce, Inc.(CRMcusip79466L302) | 18.7K | QoQ +1.91% (-351)YoY +4.56% (-817) | All Managers (Combined) | $5.0M |