StockDriftsStockDriftsTop 50 Woodmont Investment Counsel Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 11.17% | 415.0K | $181.3M | +2.17%(+8.82K) | $37.35(+128.94%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 8.93% | 738.4K | $144.9M | -1.34%(-10.05K) | $123.26(+77.82%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 6.1% | 1.54M | $99.0M | +3.37%(+50.41K) | $45.21(+56.61%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.68% | 171.2K | $43.4M | +0.69%(+1.18K) | $73.17(+321.80%) | 2026-03-31 | |
| IBDT | ISHARES TR | 2.54% | 1.62M | $41.1M | -0.13%(-2.11K) | $24.71(+1.96%) | 2026-03-31 | |
| IBDU | ISHARES TR | 2.51% | 1.75M | $40.7M | +0.36%(+6.23K) | $23.02(+0.39%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.08% | 109.1K | $33.8M | +0.43%(+472) | $61.51(+485.96%) | 2026-03-31 | |
| IBDS | ISHARES TR | 2.03% | 1.36M | $33.0M | -0.19%(-2.60K) | $24.00(+0.57%) | 2026-03-31 | |
| SPTS | SPDR SERIES TRUST | 1.93% | 1.07M | $31.3M | +9.02%(+88.80K) | $29.19(-0.81%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 1.87% | 94.6K | $30.3M | +1.25%(+1.17K) | $204.44(+80.38%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.81% | +43.54% |
| Top 20 Holdings Unweighted | +11.90% | +40.13% |
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