Woodmont Investment Counsel LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

Woodmont Investment Counsel LLC, a leading investment management firm, recently released its 13F holdings report for Q3 2023 and Q4 2023. This report highlights the changes in holdings of various funds managed by Woodmont Investment Counsel LLC during this period. Let's dive into the details and analyze the changes in holdings.

VUG (VANGUARD INDEX FDS):

In Q3 2023, Woodmont Investment Counsel LLC held 329,090 shares of VUG with a value of $89,614,000. However, in Q4 2023, the firm increased its holdings to 373,297 shares with a value of $116,050,000, marking a significant 29.5% increase. This suggests the firm's growing confidence in the performance and potential of VUG.

VTV (VANGUARD INDEX FDS):

Woodmont Investment Counsel LLC also increased its holdings of VTV during this period. In Q3 2023, the firm held 579,167 shares valued at $79,884,000. By Q4 2023, the firm's holdings rose to 611,072 shares valued at $91,355,000, indicating a 14.4% increase. This signals the firm's continued interest in VTV and its belief in the long-term prospects of this fund.

VEA (VANGUARD TAX-MANAGED FDS):

The holdings of VEA witnessed a substantial increase from Q3 2023 to Q4 2023. Woodmont Investment Counsel LLC held 820,966 shares of VEA with a value of $35,892,000 in Q3 2023. However, in Q4 2023, the firm's holdings surged to 1,188,201 shares with a value of $56,914,000, reflecting an impressive 58.6% growth. This indicates the firm's bullish stance on the future performance of VEA.

AAPL (APPLE INC):

Woodmont Investment Counsel LLC maintained a stable position in AAPL during this period. The firm's holdings of AAPL slightly increased from 174,692 shares valued at $29,908,000 in Q3 2023 to 175,918 shares valued at $33,869,000 in Q4 2023, representing a 13.2% increase. This implies the firm's confidence in the stability and growth potential of AAPL.

MSFT (MICROSOFT CORP):

Woodmont Investment Counsel LLC also displayed a positive sentiment towards MSFT. In Q3 2023, the firm held 76,980 shares of MSFT valued at $24,306,000. By Q4 2023, the firm increased its holdings to 79,113 shares valued at $29,749,000, indicating a 22.4% increase. This suggests the firm's belief in the continued success and innovation of Microsoft.

IBDT (ISHARES TR):

Woodmont Investment Counsel LLC significantly increased its holdings of IBDT during this period. In Q3 2023, the firm held 526,702 shares of IBDT valued at $12,656,000. However, by Q4 2023, the firm's holdings skyrocketed to 1,179,479 shares valued at $29,593,000, marking an extraordinary 133.8% increase. This reflects the firm's growing confidence in the opportunities offered by IBDT.

These are just a few examples of the changes in holdings of various funds managed by Woodmont Investment Counsel LLC. The firm has made strategic decisions to increase its holdings in certain stocks, indicating its positive outlook on their future performance.

It is important to note that these changes in holdings are a reflection of Woodmont Investment Counsel LLC's investment strategies and not recommendations for individual investors. Investors should conduct thorough research and consult with financial advisors before making any investment decisions.

In conclusion, Woodmont Investment Counsel LLC's 13F holdings report for Q3 2023 and Q4 2023 showcases the firm's active management approach and its ability to identify investment opportunities. By analyzing these changes in holdings, investors can gain insights into the firm's investment strategies and potentially identify investment opportunities for themselves.