Managing Principal

0001580642-17-002958.txt : 20170512 0001580642-17-002958.hdr.sgml : 20170512 20170512105354 ACCESSION NUMBER: 0001580642-17-002958 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170331 FILED AS OF DATE: 20170512 DATE AS OF CHANGE: 20170512 EFFECTIVENESS DATE: 20170512 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WOODMONT INVESTMENT COUNSEL LLC CENTRAL INDEX KEY: 0001133653 IRS NUMBER: 621830557 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-06045 FILM NUMBER: 17836957 BUSINESS ADDRESS: STREET 1: 401 COMMERCE STREET STREET 2: SUITE 5400 CITY: NASHVILLE STATE: TN ZIP: 37219 BUSINESS PHONE: 6152976144 MAIL ADDRESS: STREET 1: 401 COMMERCE STREET STREET 2: SUITE 5400 CITY: NASHVILLE STATE: TN ZIP: 37219 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001133653 XXXXXXXX 03-31-2017 03-31-2017 false WOODMONT INVESTMENT COUNSEL LLC

401 Commerce Street Suite 5400 Nashville TN 37219

13F HOLDINGS REPORT 028-06045 N Scott P. Burns Managing Principal 615-297-5144 Scott P. Burns NBashville TN 05-11-2017 0 182 343997 INFORMATION TABLE 2 infotable.xml ISHARES TR CORE S&P MCP ETF 464287507 233 1409 SH SOLE 0 0 1409 ISHARES TR CORE S&P500 ETF 464287200 914 4061 SH SOLE 0 0 4061 SPDR S&P 500 ETF TR TR UNIT 78462F103 202 902 SH SOLE 0 0 902 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 3465 71340 SH SOLE 4000 0 67340 AMAZON COM INC COM 023135106 364 486 SH SOLE 0 0 486 BRISTOL MYERS SQUIBB CO COM 110122108 1668 28543 SH SOLE 2270 0 26273 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2669 16374 SH SOLE 1640 0 14734 EMERSON ELEC CO COM 291011104 3481 62445 SH SOLE 7265 0 55180 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 2156 18198 SH SOLE 1830 0 16368 ABBOTT LABS COM 002824100 1761 45854 SH SOLE 5452 0 40402 ALTRIA GROUP INC COM 02209S103 369 5451 SH SOLE 350 0 5101 FEDEX CORP COM 31428X106 581 3122 SH SOLE 0 0 3122 INTEL CORP COM 458140100 3198 88161 SH SOLE 10425 0 77736 ILLINOIS TOOL WKS INC COM 452308109 345 2820 SH SOLE 200 0 2620 ORACLE CORP COM 68389X105 1003 26074 SH SOLE 2050 0 24024 QUALCOMM INC COM 747525103 3333 51115 SH SOLE 5900 0 45215 DISNEY WALT CO COM DISNEY 254687106 566 5427 SH SOLE 425 0 5002 HONEYWELL INTL INC COM 438516106 244 2108 SH SOLE 0 0 2108 SYSCO CORP COM 871829107 885 15990 SH SOLE 900 0 15090 US BANCORP DEL COM NEW 902973304 438 8525 SH SOLE 875 0 7650 JOHNSON & JOHNSON COM 478160104 5046 43802 SH SOLE 3578 0 40224 PFIZER INC COM 717081103 2292 70564 SH SOLE 5585 0 64979 LOWES COS INC COM 548661107 312 4392 SH SOLE 550 0 3842 ISHARES TR MSCI EAFE ETF 464287465 274 4747 SH SOLE 315 0 4432 CHEVRON CORP NEW COM 166764100 3572 30352 SH SOLE 2835 0 27517 MICROSOFT CORP COM 594918104 4832 77168 SH SOLE 17057 0 60111 UNITED PARCEL SERVICE INC CL B 911312106 1230 10733 SH SOLE 1050 0 9683 AT&T INC COM 00206R102 4043 95059 SH SOLE 5852 0 89207 BB&T CORP COM 054937107 2242 47672 SH SOLE 5525 0 42147 CISCO SYS INC COM 17275R102 1648 54524 SH SOLE 5400 0 49124 INTERNATIONAL BUSINESS MACHS COM 459200101 382 2302 SH SOLE 0 0 2302 COCA COLA CO COM 191216100 1564 37721 SH SOLE 2690 0 35031 LOCKHEED MARTIN CORP COM 539830109 457 1830 SH SOLE 0 0 1830 PEPSICO INC COM 713448108 3693 35296 SH SOLE 4677 0 30619 STRYKER CORP COM 863667101 609 5085 SH SOLE 150 0 4935 VERIZON COMMUNICATIONS INC COM 92343V104 3275 62824 SH SOLE 18807 0 44017 SELECT SECTOR SPDR TR SBI INT-ENERGY 81369Y506 578 7670 SH SOLE 0 0 7670 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1987 28825 SH SOLE 2350 0 26475 TIME WARNER INC COM NEW 887317303 235 2433 SH SOLE 0 0 2433 VANGUARD SPECIALIZED PORTFOL DIV APP ETF 921908844 7623 89491 SH SOLE 2775 0 86716 WALGREENS BOOTS ALLIANCE INC COM 931427108 1313 15869 SH SOLE 1575 0 14294 BANK AMER CORP COM 060505104 452 20461 SH SOLE 3848 0 16613 AUTOMATIC DATA PROCESSING IN COM 053015103 734 7141 SH SOLE 1020 0 6121 EXXON MOBIL CORP COM 30231G102 5986 66315 SH SOLE 5412 0 60903 WAL-MART STORES INC COM 931142103 3161 45731 SH SOLE 5255 0 40476 BAXTER INTL INC COM 071813109 874 19715 SH SOLE 2175 0 17540 TOTAL S A SPONSORED ADR 89151E109 396 7773 SH SOLE 50 0 7723 COLGATE PALMOLIVE CO COM 194162103 245 3751 SH SOLE 400 0 3351 COSTCO WHSL CORP NEW COM 22160K105 1342 8384 SH SOLE 1730 0 6654 LILLY ELI & CO COM 532457108 472 6416 SH SOLE 112 0 6304 DIAGEO P L C SPON ADR NEW 25243Q205 2279 21924 SH SOLE 2415 0 19509 SCHLUMBERGER LTD COM 806857108 2033 24221 SH SOLE 2923 0 21298 DANAHER CORP DEL COM 235851102 1569 20154 SH SOLE 2744 0 17410 MERCK & CO INC COM 58933Y105 2551 43327 SH SOLE 5550 0 37777 MORGAN STANLEY COM NEW 617446448 306 7234 SH SOLE 0 0 7234 NOVARTIS A G SPONSORED ADR 66987V109 2609 35814 SH SOLE 4100 0 31714 PROCTER AND GAMBLE CO COM 742718109 5402 64249 SH SOLE 7020 0 57229 GENERAL ELECTRIC CO COM 369604103 5001 158274 SH SOLE 15679 0 142595 KIMBERLY CLARK CORP COM 494368103 521 4561 SH SOLE 150 0 4411 GOLDMAN SACHS GROUP INC COM 38141G104 382 1595 SH SOLE 225 0 1370 HOME DEPOT INC COM 437076102 427 3185 SH SOLE 125 0 3060 MCDONALDS CORP COM 580135101 3275 26904 SH SOLE 2655 0 24249 NIKE INC CL B 654106103 2185 41588 SH SOLE 17803 0 23785 JPMORGAN CHASE & CO COM 46625H100 3366 39003 SH SOLE 4588 0 34415 MONDELEZ INTL INC CL A 609207105 926 20880 SH SOLE 2975 0 17905 WELLS FARGO & CO NEW COM 949746101 4311 78021 SH SOLE 27101 0 50920 ISHARES TR 1-3 YR TR BD ETF 464287457 471 5575 SH SOLE 0 0 5575 ISHARES TR IBOXX INV CP ETF 464287242 681 5815 SH SOLE 0 0 5815 PRAXAIR INC COM 74005P104 695 5927 SH SOLE 1215 0 4712 XCEL ENERGY INC COM 98389B100 485 11925 SH SOLE 1225 0 10700 UNITEDHEALTH GROUP INC COM 91324P102 2585 17559 SH SOLE 8755 0 8804 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 978 8351 SH SOLE 1520 0 6831 UNITED TECHNOLOGIES CORP COM 913017109 1921 17527 SH SOLE 2000 0 15527 3M CO COM 88579Y101 2933 16423 SH SOLE 1915 0 14508 VANGUARD INDEX FDS TOTAL STK MKT 922908769 463 4018 SH SOLE 0 0 4018 WASTE MGMT INC DEL COM 94106L109 2506 35344 SH SOLE 3987 0 31357 DUKE ENERGY CORP NEW COM NEW 26441C204 4345 55973 SH SOLE 6136 0 49837 CSX CORP COM 126408103 809 22527 SH SOLE 0 0 22527 APPLE INC COM 037833100 7218 59434 SH SOLE 15231 0 44203 AMERICAN AIRLS GROUP INC COM 02376R102 1763 40958 SH SOLE 34085 0 6873 ALLSTATE CORP COM 020002101 521 7033 SH SOLE 225 0 6808 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 335 2500 SH SOLE 200 0 2300 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 789 8232 SH SOLE 1925 0 6307 ECOLAB INC COM 278865100 951 8115 SH SOLE 1475 0 6640 GENERAL MLS INC COM 370334104 905 14658 SH SOLE 1575 0 13083 REGIONS FINL CORP NEW COM 7591EP100 156 10830 SH SOLE 0 0 10830 GENERAL DYNAMICS CORP COM 369550108 272 1575 SH SOLE 0 0 1575 VANECK VECTORS ETF TR SEMICONDUCTOR ET 92189F676 204 2850 SH SOLE 0 0 2850 SOUTHERN CO COM 842587107 4774 97052 SH SOLE 9475 0 87577 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2638 73742 SH SOLE 3425 0 70317 PAYCHEX INC COM 704326107 3596 59068 SH SOLE 6315 0 52753 ISHARES TR SELECT DIVID ETF 464287168 434 4899 SH SOLE 0 0 4899 ISHARES TR TIPS BD ETF 464287176 2790 24657 SH SOLE 1825 0 22832 SUNTRUST BKS INC COM 867914103 421 7675 SH SOLE 0 0 7675 SHIRE PLC SPONSORED ADR 82481R106 355 2083 SH SOLE 275 0 1808 SUBURBAN PROPANE PARTNERS L UNIT LTD PARTN 864482104 948 31544 SH SOLE 4025 0 27519 TRAVELERS COMPANIES INC COM 89417E109 601 4907 SH SOLE 725 0 4182 NUCOR CORP COM 670346105 215 3612 SH SOLE 0 0 3612 WEYERHAEUSER CO COM 962166104 8533 283578 SH SOLE 20750 0 262828 HARRIS CORP DEL COM 413875105 264 2575 SH SOLE 0 0 2575 PRICE T ROWE GROUP INC COM 74144T108 1008 13400 SH SOLE 1350 0 12050 REYNOLDS AMERICAN INC COM 761713106 235 4189 SH SOLE 0 0 4189 BECTON DICKINSON & CO COM 075887109 671 4051 SH SOLE 125 0 3926 ENTERPRISE PRODS PARTNERS L COM 293792107 2372 87735 SH SOLE 7025 0 80710 YUM BRANDS INC COM 988498101 434 6860 SH SOLE 500 0 6360 HASBRO INC COM 418056107 471 6057 SH SOLE 150 0 5907 MICROCHIP TECHNOLOGY INC COM 595017104 772 12030 SH SOLE 475 0 11555 ALPHABET INC CAP STK CL A 02079K305 918 1158 SH SOLE 150 0 1008 VANGUARD INDEX FDS VALUE ETF 922908744 14212 152800 SH SOLE 6200 0 146600 VANGUARD INDEX FDS MID CAP ETF 922908629 6236 47373 SH SOLE 1650 0 45723 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1653 13665 SH SOLE 760 0 12905 VANGUARD INDEX FDS REIT ETF 922908553 1357 16445 SH SOLE 925 0 15520 BLACKROCK INC COM 09247X101 1203 3162 SH SOLE 515 0 2647 VANGUARD INDEX FDS GROWTH ETF 922908736 12947 116141 SH SOLE 2825 0 113316 SPDR SERIES TRUST S&P DIVID ETF 78464A763 1525 17818 SH SOLE 0 0 17818 NATIONAL HEALTH INVS INC COM 63633D104 250 3369 SH SOLE 0 0 3369 VANGUARD WORLD FDS TELCOMM ETF 92204A884 325 3250 SH SOLE 0 0 3250 M & T BK CORP COM 55261F104 1771 11323 SH SOLE 1790 0 9533 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 304 6347 SH SOLE 325 0 6022 WISDOMTREE TR INTL EQUITY FD 97717W703 2677 57686 SH SOLE 7155 0 50531 WISDOMTREE TR JAPN HEDGE EQT 97717W851 2330 47040 SH SOLE 3825 0 43215 ISHARES TR US REGNL BKS ETF 464288778 747 16464 SH SOLE 1150 0 15314 PINNACLE FINL PARTNERS INC COM 72346Q104 1435 20706 SH SOLE 0 0 20706 AMERICAN NATL BANKSHARES INC COM 027745108 358 10290 SH SOLE 0 0 10290 PROSHARES TR SHRT RUSSELL2000 74348A210 505 10315 SH SOLE 1612 0 8703 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 6947 157233 SH SOLE 21200 0 136033 ISHARES TR 1-3 YR CR BD ETF 464288646 1753 16701 SH SOLE 250 0 16451 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 282 3544 SH SOLE 0 0 3544 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 849 10513 SH SOLE 550 0 9963 DISCOVER FINL SVCS COM 254709108 279 3871 SH SOLE 0 0 3871 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 12330 162730 SH SOLE 9610 0 153120 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 10784 295118 SH SOLE 15250 0 279868 WISDOMTREE TR EMG MKTS SMCAP 97717W281 612 15650 SH SOLE 2275 0 13375 BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 6327 189041 SH SOLE 14658 0 174383 POWERSHARES ETF TR II DEV MKTS EX-US 73936T789 1840 49012 SH SOLE 4875 0 44137 JPMORGAN CHASE & CO ALERIAN ML ETN 46625H365 1816 57455 SH SOLE 4625 0 52830 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 405 4000 SH SOLE 0 0 4000 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 2973 34164 SH SOLE 11568 0 22596 VANECK VECTORS ETF TR JP MORGAN MKTS 92189F494 229 13006 SH SOLE 750 0 12256 ALPS ETF TR ALERIAN MLP 00162Q866 2481 196891 SH SOLE 14740 0 182151 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 254 5115 SH SOLE 0 0 5115 ADVISORSHARES TR RANGER EQUITY BE 00768Y883 1222 132150 SH SOLE 23700 0 108450 HCA HOLDINGS INC COM 40412C101 1860 21607 SH SOLE 17422 0 4185 POWERSHARES ETF TR II S&P500 LOW VOL 73937B779 4444 106880 SH SOLE 5125 0 101755 ISHARES TR FLTG RATE BD ETF 46429B655 3129 61675 SH SOLE 800 0 60875 ISHARES TR MSCI INDIA ETF 46429B598 2458 91675 SH SOLE 8525 0 83150 WELLTOWER INC 6.50% PFD PREPET 95040Q203 1681 27925 SH SOLE 2875 0 25050 FACEBOOK INC CL A 30303M102 501 4354 SH SOLE 0 0 4354 ISHARES INC CORE MSCI EMKT 46434G103 4809 113290 SH SOLE 9615 0 103675 ABBVIE INC COM 00287Y109 2520 40243 SH SOLE 3849 0 36394 MARIN SOFTWARE INC COM 56804T106 96 40807 SH SOLE 0 0 40807 GOGO INC COM 38046C109 92 10000 SH SOLE 0 0 10000 LOCALSHARES INVT TR NASHVILLE AREA E 53957P106 430 16100 SH SOLE 0 0 16100 EMPIRE ST RLTY OP L P UNIT LTD PRTNSP 292102100 732 36617 SH SOLE 0 0 36617 ISHARES U S ETF TR SHT MAT BD ETF 46431W507 4363 86950 SH SOLE 5975 0 80975 BIOSTAGE INC COM 09074M103 53 59600 SH SOLE 0 0 59600 TWITTER INC COM 90184L102 681 41800 SH SOLE 0 0 41800 ALPHABET INC CAP STK CL C 02079K107 2538 3199 SH SOLE 1405 0 1794 AAC HLDGS INC COM 000307108 298 41096 SH SOLE 0 0 41096 KRAFT HEINZ CO COM 500754106 1072 12271 SH SOLE 1599 0 10672 FORTIVE CORP COM 34959J108 498 9284 SH SOLE 1371 0 7913 CAPSTAR FINL HLDGS INC COM 14070T102 549 25000 SH SOLE 0 0 25000 INTL FCSTONE INC COM 46116V105 2061 54287 SH SOLE 54287 0 0 CARETRUST REIT INC COM 14174T107 1683 100061 SH SOLE 100061 0 0 OCCIDENTAL PETROLEUM CORP COM 674599105 1471 23216 SH SOLE 23216 0 0 AEGEAN MARINE PETROLEUM NETW COM Y0017S102 1424 118139 SH SOLE 118139 0 0 AEROVIRONMENT INC COM 008073108 1289 45973 SH SOLE 45973 0 0 VONAGE HOLDINGS CORP COM 92886T201 1265 200147 SH SOLE 200147 0 0 RED LION HOTELS CORP COM 756764106 1259 178583 SH SOLE 178583 0 0 SOUTHWEST AIRLINES CO COM 844741108 1248 23221 SH SOLE 23221 0 0 LIBBEY INC COM 529898108 1137 77975 SH SOLE 77975 0 0 CATCHMARK TIMBER TRUST INC-A COM 14912Y202 1044 90662 SH SOLE 90662 0 0 CHUBB LTD COM H1467J104 966 7090 SH SOLE 7090 0 0 NET 1 UEPS TECHNOLOGIES INC COM 64107N206 926 75728 SH SOLE 75728 0 0 HARVARD BIOSCIENCE INC COM 416906105 808 310802 SH SOLE 310802 0 0 ALLSCRIPTS MISYS HEALTHCARE SOLUTION COM 01988P108 746 58800 SH SOLE 58800 0 0 CONIFER HOLDINGS INC COM 20731J102 612 83867 SH SOLE 83867 0 0 INFORMATION SERVICES GROUP COM 45675Y104 430 136484 SH SOLE 136484 0 0 DIVERSICARE HEALTHCARE SERVICE INC COM 255104101 395 37733 SH SOLE 37733 0 0 PGT INC COM 69336V101 383 35594 SH SOLE 35594 0 0 DESCARTES SYSTEMS GROUP INC COM 249906108 364 15879 SH SOLE 15879 0 0 FRANKLIN COVEY CO COM 353469109 141 7000 SH SOLE 7000 0 0