Woodmont Investment Counsel LLC

Woodmont Investment Counsel LLC, a Tennessee Limited Liability Company, is an investment firm with six employees who are all advisors. It is unknown how many clients the firm serves, but their most recent SEC status is listed as approved, with a registration date of September 11, 2000.

• DAVID CHRISTOPHER WELLS

  PRINCIPAL owns more than 5% but less than 10%

• JAMES CONNER

  PRINCIPAL owns more than 10% but less than 25%

• PAUL HUBERT KUHN

  PRINCIPAL owns more than 5% but less than 10%

• SCOTT PATRICK BURNS

  PRINCIPAL owns more than 10% but less than 25%

• STEPHEN ADLER FROHSIN

  PRINCIPAL, CHIEF COMPLIANCE OFFICER owns more than 10% but less than 25%

• WILL E SETTLE

  PRINCIPAL owns more than 10% but less than 25%

• JEFFERIES LLC
  United States

• Carter-Haston Investment Partners II GP LLC
• Decker Wealth Management LLC
• Pinnacle Wealth Advisors
• GEN CAP America Inc
• Criterion Capital Advisors LLC
• Nashville Capital Corp
• Tillman Hartley LLC
• Hillsboro Advisors LLC
• Avondale Partners LLC
• Kraft Asset Management LLC

• Woodmont Investment Counsel LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison
• The Evolution of Woodmont Investment Counsel's Portfolio: Q3 2022 vs. Q4 2022

• ISHARES TR $10,223k
• MICROSOFT CORP $8,625k
• AT&T INC $8,543k
• Apple Inc $8,031k
• PROCTER & GAMBLE CO $7,241k
• Occidental Petroleum Corp $6,307k
• ISHARES INC CORE MSCI EMKT $6,256k
• HCA HEALTHCARE $5,906k
• DUKE ENERGY CORP $5,688k
• ISHARES U S ETF TR $5,618k