$348 Million is the total value of WOODMONT INVESTMENT COUNSEL LLC's 201 reported holdings in Q3 2014. The portfolio turnover from Q2 2014 to Q3 2014 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PSQ | New | PROSHARES TR | $1,495,000 | – | 94,925 | +100.0% | 0.43% | – |
| XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $888,000 | – | 16,700 | +100.0% | 0.26% | – |
| XLNX | New | XILINX INC | $564,000 | – | 13,325 | +100.0% | 0.16% | – |
| FDX | New | FEDEX CORP | $331,000 | – | 2,050 | +100.0% | 0.10% | – |
| TWTR | New | TWITTER INC | $298,000 | – | 5,770 | +100.0% | 0.09% | – |
| YHOO | New | YAHOO INC | $280,000 | – | 6,875 | +100.0% | 0.08% | – |
| GD | New | GENERAL DYNAMICS CORP | $219,000 | – | 1,725 | +100.0% | 0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-11-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 42 | Q3 2023 | 9.5% |
| VANGUARD INDEX FDS | 42 | Q3 2023 | 8.5% |
| VANGUARD TAX-MANAGED INTL FD | 42 | Q3 2023 | 5.2% |
| APPLE INC | 42 | Q3 2023 | 4.3% |
| VANGUARD WHITEHALL FDS INC | 42 | Q3 2023 | 3.6% |
| VANGUARD INTL EQUITY INDEX F | 42 | Q3 2023 | 2.8% |
| VANGUARD INDEX FDS | 42 | Q3 2023 | 2.6% |
| MICROSOFT CORP | 42 | Q3 2023 | 3.0% |
| VANGUARD SPECIALIZED PORTFOL | 42 | Q3 2023 | 3.8% |
| VERIZON COMMUNICATIONS INC | 42 | Q3 2023 | 3.4% |
View WOODMONT INVESTMENT COUNSEL LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-08-02 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-08-09 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-02 |
View WOODMONT INVESTMENT COUNSEL LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.