WOODMONT INVESTMENT COUNSEL LLC 13F Holdings
CIK 0001133653
As of Sep 30, 2025, WOODMONT INVESTMENT COUNSEL LLC reported 259 positions worth
CIK 0001133653
As of Sep 30, 2025, WOODMONT INVESTMENT COUNSEL LLC reported 259 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND | VUG | — | 392,927 | 88.5M | 12.61% |
| VANGUARD VALUE INDEX FUND | VTV | — | 708,345 | 32.1M | 8.84% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 1,432,838 | $85.9M | 5.75% |
| APPLE INC | AAPL | Technology | 172,537 | $43.9M | 2.94% |
| ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | IBDT | — | 1,626,388 | $41.5M | 2.78% |
| ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | IBDU | — | 1,730,611 | $40.6M | 2.72% |
| MICROSOFT CORP | MSFT | Technology | 75,214 | $39.0M | 2.61% |
| BROADCOM INC | AVGO | Technology | 114,305 | $37.7M | 2.52% |
| ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | IBDS | — | 1,377,966 | $33.5M | 2.24% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 91,763 | $30.1M | 2.02% |
| STATE STREET(R) SPDR(R) PORTFOLIO SHORT TERM TREASURY ETF | SPTS | — | 940,577 | $27.6M | 1.85% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 90,768 | $26.7M | 1.78% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 80,635 | $25.4M | 1.70% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 94,965 | $24.1M | 1.62% |
| STONEX GROUP INC | SNEX | Financial Services | 228,166 | $23.0M | 1.54% |
| HCA HEALTHCARE INC | HCA | Healthcare | 53,181 | $22.7M | 1.52% |
| STATE STREET(R) SPDR(R) PORTFOLIO INTERMEDIATE TERM TREASURY ETF | SPTI | — | 718,366 | $20.8M | 1.39% |
| SPDR PORTFOLIO EMERGING MARK | SPEM | — | 410,401 | 9.2M | 1.29% |
| DUKE ENERGY CORP | DUK | Utilities | 153,083 | 8.9M | 1.27% |
| ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | IBDV | — | 795,525 | 7.6M | 1.18% |
| CHEVRON CORP | CHV | Energy | 111,363 | 7.3M | 1.16% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 33,589 | 6.9M | 1.13% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 88,754 | 6.5M | 1.10% |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | VEU | — | 228,569 | 6.3M | 1.09% |
| ISHARES 0-3 MONTH TREASURY BOND ETF | SGOV | — | 161,310 | 6.2M | 1.09% |