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| Happy Holidays!! thanks for using AUM13F!! |
| Woodmont Investment Counsel LLC
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| CRD # | 109779 |
| SEC # | 801-57961 |
| CIK # | 0001133653 |
| AUM | $1.7 B (2025-03-20) |
| Employees | 11 (100% Investors, 0% Brokers) |
| Phone | 615-297-6144 |
| Address | 3825 Bedford Ave Nashville, TN 37215 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001133653 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 41.2 | ||
| Apple Inc | 37.1 | ||
| Broadcom Inc | 36.0 | ||
| J P Morgan Chase & Co | 25.3 | ||
| Trebia Acquisition Corp | 25.0 | ||
| Intl FCStone Inc | 24.4 | ||
| HCA Holdings Inc | 22.7 | ||
| Duke Energy Corp | 20.3 | ||
| Chevron Corp | 17.8 | ||
| Global MOFY Metaverse Ltd | 15.9 | ||
| Lilly Eli & Co | 15.5 | ||
| Johnson & Johnson | 14.9 | ||
| Procter & Gamble Co | 14.2 | ||
| Merck & Co Inc | 14.0 | ||
| Alphabet Inc | 13.9 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Woodmont Partners Fund LP | 2013-07-02 | 15.7 | |
| HF | Teleion Fund I LP | 2012-03-29 | 8.3 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 112 | 56.1 |
| (b) Individuals (high net worth individuals) | 311 | 1,437.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 0.3 |
| (h) Charitable organizations | 22 | 243.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 4.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,569 | 1,742.9 |
| By Discretionary | ||
| Discretionary | 1,555 | 1,705.8 |
| Non-Discretionary | 14 | 37.1 |
| Total | 1,569 | 1,742.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,742.9 | |
| Total | 1,569 | 1,742.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001133653] |
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|---|---|---|
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Merricks Capital PTY Ltd
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1.8 | |
|
Spyglass Capital Management LLC
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CA | 1.8 |
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Anfield Capital Management LLC
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CA | 1.8 |
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Rice Hall James & Associates LLC
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CA | 1.8 |
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Narwhal Capital Managment LLC
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GA | 1.8 |
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Smith Affiliated Capital Corp
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NY | 1.7 |
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Clear Harbor Asset Management LLC
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CT | 1.7 |
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3EDGE Asset Management LP
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FL | 1.7 |
|
Fairholme Capital Management LLC
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FL | 1.7 |
|
Quent Capital LLC
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NY | 1.6 |