Managing Principal

0001580642-17-004377.txt : 20170811 0001580642-17-004377.hdr.sgml : 20170811 20170811144020 ACCESSION NUMBER: 0001580642-17-004377 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170630 FILED AS OF DATE: 20170811 DATE AS OF CHANGE: 20170811 EFFECTIVENESS DATE: 20170811 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: 171024481 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 06-30-2017 06-30-2017 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 08-11-2017 0 181 354441 INFORMATION TABLE 2 infotable.xml SPDR S&P 500 ETF TR TR UNIT 78462F103 218 902 SH SOLE 0 0 902 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 2633 50668 SH SOLE 1987 0 48681 AMAZON COM INC COM 023135106 228 236 SH SOLE 0 0 236 BRISTOL MYERS SQUIBB CO COM 110122108 1580 28353 SH SOLE 1875 0 26478 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2632 15542 SH SOLE 1615 0 13927 EMERSON ELEC CO COM 291011104 3593 60270 SH SOLE 6965 0 53305 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 2135 15508 SH SOLE 1300 0 14208 ABBOTT LABS COM 002824100 2093 43053 SH SOLE 5327 0 37726 ALTRIA GROUP INC COM 02209S103 420 5636 SH SOLE 350 0 5286 FEDEX CORP COM 31428X106 581 2672 SH SOLE 0 0 2672 INTEL CORP COM 458140100 2936 87008 SH SOLE 10275 0 76733 ILLINOIS TOOL WKS INC COM 452308109 382 2667 SH SOLE 200 0 2467 ORACLE CORP COM 68389X105 1065 21249 SH SOLE 2050 0 19199 QUALCOMM INC COM 747525103 1643 29760 SH SOLE 2425 0 27335 DISNEY WALT CO COM DISNEY 254687106 555 5227 SH SOLE 425 0 4802 HONEYWELL INTL INC COM 438516106 236 1768 SH SOLE 0 0 1768 SYSCO CORP COM 871829107 962 19120 SH SOLE 900 0 18220 US BANCORP DEL COM NEW 902973304 443 8525 SH SOLE 875 0 7650 JOHNSON & JOHNSON COM 478160104 5475 41385 SH SOLE 3503 0 37882 PFIZER INC COM 717081103 2369 70516 SH SOLE 5585 0 64931 LOWES COS INC COM 548661107 257 3316 SH SOLE 550 0 2766 ISHARES TR MSCI EAFE ETF 464287465 275 4222 SH SOLE 315 0 3907 CHEVRON CORP NEW COM 166764100 3162 30305 SH SOLE 2760 0 27545 MICROSOFT CORP COM 594918104 5264 76372 SH SOLE 16907 0 59465 UNITED PARCEL SERVICE INC CL B 911312106 1593 14408 SH SOLE 1350 0 13058 AT&T INC COM 00206R102 3813 101052 SH SOLE 6002 0 95050 BB&T CORP COM 054937107 2025 44588 SH SOLE 4975 0 39613 CISCO SYS INC COM 17275R102 1577 50372 SH SOLE 4750 0 45622 INTERNATIONAL BUSINESS MACHS COM 459200101 352 2290 SH SOLE 0 0 2290 COCA COLA CO COM 191216100 1660 37021 SH SOLE 2690 0 34331 LOCKHEED MARTIN CORP COM 539830109 518 1867 SH SOLE 0 0 1867 PEPSICO INC COM 713448108 3989 34541 SH SOLE 4502 0 30039 STRYKER CORP COM 863667101 706 5085 SH SOLE 150 0 4935 VERIZON COMMUNICATIONS INC COM 92343V104 6616 148147 SH SOLE 38522 0 109625 SELECT SECTOR SPDR TR ENERGY 81369Y506 462 7120 SH SOLE 0 0 7120 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 265 10725 SH SOLE 200 0 10525 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1306 16487 SH SOLE 812 0 15675 TIME WARNER INC COM NEW 887317303 240 2393 SH SOLE 0 0 2393 VANGUARD SPECIALIZED PORTFOL DIV APP ETF 921908844 6774 73098 SH SOLE 1300 0 71798 WALGREENS BOOTS ALLIANCE INC COM 931427108 1126 14375 SH SOLE 1375 0 13000 BANK AMER CORP COM 060505104 460 18961 SH SOLE 3848 0 15113 AUTOMATIC DATA PROCESSING IN COM 053015103 701 6841 SH SOLE 1020 0 5821 EXXON MOBIL CORP COM 30231G102 5248 65008 SH SOLE 5312 0 59696 WAL-MART STORES INC COM 931142103 3375 44597 SH SOLE 5180 0 39417 BAXTER INTL INC COM 071813109 1013 16733 SH SOLE 925 0 15808 TOTAL S A SPONSORED ADR 89151E109 280 5643 SH SOLE 0 0 5643 COLGATE PALMOLIVE CO COM 194162103 278 3751 SH SOLE 400 0 3351 COSTCO WHSL CORP NEW COM 22160K105 1203 7524 SH SOLE 1390 0 6134 LILLY ELI & CO COM 532457108 528 6416 SH SOLE 112 0 6304 DIAGEO P L C SPON ADR NEW 25243Q205 2400 20031 SH SOLE 2090 0 17941 SCHLUMBERGER LTD COM 806857108 1649 25052 SH SOLE 2828 0 22224 DANAHER CORP DEL COM 235851102 1663 19704 SH SOLE 2644 0 17060 MERCK & CO INC COM 58933Y105 2831 44177 SH SOLE 5250 0 38927 MORGAN STANLEY COM NEW 617446448 336 7546 SH SOLE 0 0 7546 NOVARTIS A G SPONSORED ADR 66987V109 3036 36369 SH SOLE 3750 0 32619 PROCTER AND GAMBLE CO COM 742718109 5407 62045 SH SOLE 6920 0 55125 GENERAL ELECTRIC CO COM 369604103 4731 175175 SH SOLE 16754 0 158421 KIMBERLY CLARK CORP COM 494368103 615 4761 SH SOLE 150 0 4611 GOLDMAN SACHS GROUP INC COM 38141G104 287 1295 SH SOLE 125 0 1170 HOME DEPOT INC COM 437076102 487 3177 SH SOLE 125 0 3052 MCDONALDS CORP COM 580135101 4006 26156 SH SOLE 2580 0 23576 NIKE INC CL B 654106103 2299 38958 SH SOLE 15878 0 23080 JPMORGAN CHASE & CO COM 46625H100 3465 37913 SH SOLE 4438 0 33475 MONDELEZ INTL INC CL A 609207105 872 20180 SH SOLE 2975 0 17205 WELLS FARGO CO NEW COM 949746101 4864 87790 SH SOLE 30251 0 57539 ISHARES TR 1-3 YR TR BD ETF 464287457 3474 41118 SH SOLE 2918 0 38200 ISHARES TR IBOXX INV CP ETF 464287242 681 5650 SH SOLE 0 0 5650 PRAXAIR INC COM 74005P104 639 4824 SH SOLE 1115 0 3709 XCEL ENERGY INC COM 98389B100 504 10975 SH SOLE 1225 0 9750 UNITEDHEALTH GROUP INC COM 91324P102 3041 16399 SH SOLE 7980 0 8419 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 975 7882 SH SOLE 1370 0 6512 UNITED TECHNOLOGIES CORP COM 913017109 2061 16877 SH SOLE 2000 0 14877 3M CO COM 88579Y101 3379 16232 SH SOLE 1840 0 14392 VANGUARD INDEX FDS TOTAL STK MKT 922908769 483 3881 SH SOLE 0 0 3881 WASTE MGMT INC DEL COM 94106L109 2444 33314 SH SOLE 3682 0 29632 DUKE ENERGY CORP NEW COM NEW 26441C204 4857 58107 SH SOLE 6086 0 52021 CSX CORP COM 126408103 1164 21327 SH SOLE 0 0 21327 APPLE INC COM 037833100 5948 41297 SH SOLE 12721 0 28576 AMERICAN AIRLS GROUP INC COM 02376R102 1775 35279 SH SOLE 28285 0 6994 ALLSTATE CORP COM 020002101 655 7403 SH SOLE 225 0 7178 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 381 2700 SH SOLE 200 0 2500 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 800 7825 SH SOLE 1825 0 6000 ECOLAB INC COM 278865100 1021 7693 SH SOLE 1425 0 6268 GENERAL MLS INC COM 370334104 793 14308 SH SOLE 1575 0 12733 OCCIDENTAL PETE CORP DEL COM 674599105 1880 31406 SH SOLE 16416 0 14990 REGIONS FINL CORP NEW COM 7591EP100 172 11724 SH SOLE 0 0 11724 GENERAL DYNAMICS CORP COM 369550108 312 1575 SH SOLE 0 0 1575 VANECK VECTORS ETF TR SEMICONDUCTOR ET 92189F676 217 2650 SH SOLE 0 0 2650 SOUTHERN CO COM 842587107 4366 91195 SH SOLE 8575 0 82620 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2602 63717 SH SOLE 3800 0 59917 PAYCHEX INC COM 704326107 3436 60338 SH SOLE 6165 0 54173 ISHARES TR SELECT DIVID ETF 464287168 289 3138 SH SOLE 0 0 3138 ISHARES TR TIPS BD ETF 464287176 3021 26631 SH SOLE 1525 0 25106 SUNTRUST BKS INC COM 867914103 358 6311 SH SOLE 0 0 6311 TRAVELERS COMPANIES INC COM 89417E109 583 4607 SH SOLE 675 0 3932 NUCOR CORP COM 670346105 203 3512 SH SOLE 0 0 3512 WEYERHAEUSER CO COM 962166104 8944 266983 SH SOLE 18512 0 248471 HARRIS CORP DEL COM 413875105 251 2300 SH SOLE 0 0 2300 REYNOLDS AMERICAN INC COM 761713106 272 4189 SH SOLE 0 0 4189 BECTON DICKINSON & CO COM 075887109 741 3796 SH SOLE 125 0 3671 ENTERPRISE PRODS PARTNERS L COM 293792107 2204 81385 SH SOLE 5525 0 75860 YUM BRANDS INC COM 988498101 497 6735 SH SOLE 375 0 6360 MICROCHIP TECHNOLOGY INC COM 595017104 849 11005 SH SOLE 475 0 10530 ALPHABET INC CAP STK CL A 02079K305 913 982 SH SOLE 130 0 852 VANGUARD INDEX FDS VALUE ETF 922908744 15037 155728 SH SOLE 4500 0 151228 VANGUARD INDEX FDS MID CAP ETF 922908629 6570 46097 SH SOLE 1375 0 44722 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1882 15312 SH SOLE 560 0 14752 VANGUARD INDEX FDS REIT ETF 922908553 1407 16908 SH SOLE 812 0 16096 BLACKROCK INC COM 09247X101 1149 2720 SH SOLE 420 0 2300 VANGUARD INDEX FDS GROWTH ETF 922908736 12858 101215 SH SOLE 1375 0 99840 NATIONAL HEALTH INVS INC COM 63633D104 270 3414 SH SOLE 0 0 3414 VANGUARD WORLD FDS TELCOMM ETF 92204A884 384 4185 SH SOLE 0 0 4185 M & T BK CORP COM 55261F104 1685 10405 SH SOLE 1740 0 8665 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 306 5547 SH SOLE 125 0 5422 PROSHARES TR SHORT QQQ NEW 74347B714 1950 48175 SH SOLE 6550 0 41625 WISDOMTREE TR INTL EQUITY FD 97717W703 266 5120 SH SOLE 260 0 4860 WISDOMTREE TR JAPN HEDGE EQT 97717W851 645 12400 SH SOLE 600 0 11800 ISHARES TR US REGNL BKS ETF 464288778 404 8864 SH SOLE 0 0 8864 PINNACLE FINL PARTNERS INC COM 72346Q104 1300 20706 SH SOLE 0 0 20706 AMERICAN NATL BANKSHARES INC COM 027745108 380 10290 SH SOLE 0 0 10290 PROSHARES TR SHRT RUSSELL2000 74348A210 1602 34615 SH SOLE 5012 0 29603 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 7910 158103 SH SOLE 21200 0 136903 ISHARES TR 1-3 YR CR BD ETF 464288646 1682 15976 SH SOLE 250 0 15726 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 239 2994 SH SOLE 0 0 2994 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 760 9288 SH SOLE 450 0 8838 DISCOVER FINL SVCS COM 254709108 250 4027 SH SOLE 0 0 4027 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 10980 140478 SH SOLE 4610 0 135868 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 15343 371319 SH SOLE 20250 0 351069 WISDOMTREE TR EMG MKTS SMCAP 97717W281 603 13175 SH SOLE 1150 0 12025 BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 7115 173926 SH SOLE 12634 0 161292 POWERSHARES ETF TR II DEV MKTS EX-US 73936T789 1840 44087 SH SOLE 3825 0 40262 VISA INC COM CL A 92826C839 210 2244 SH SOLE 0 0 2244 PHILIP MORRIS INTL INC COM 718172109 251 2137 SH SOLE 350 0 1787 JPMORGAN CHASE & CO ALERIAN ML ETN 46625H365 1498 50450 SH SOLE 3625 0 46825 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 326 3200 SH SOLE 0 0 3200 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 2041 24181 SH SOLE 3250 0 20931 VANECK VECTORS ETF TR JP MORGAN MKTS 92189F494 279 14757 SH SOLE 750 0 14007 ALPS ETF TR ALERIAN MLP 00162Q866 2146 179436 SH SOLE 14050 0 165386 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 612 10884 SH SOLE 100 0 10784 ADVISORSHARES TR RANGER EQUITY BE 00768Y883 764 89250 SH SOLE 12600 0 76650 HCA HEALTHCARE INC COM 40412C101 1421 16291 SH SOLE 13322 0 2969 POWERSHARES ETF TR II S&P500 LOW VOL 73937B779 4275 95580 SH SOLE 3350 0 92230 ISHARES TR FLTG RATE BD ETF 46429B655 3237 63563 SH SOLE 800 0 62763 ISHARES TR MSCI INDIA ETF 46429B598 2892 90100 SH SOLE 7850 0 82250 SPDR SER TR BLOMBERG BRC INV 78468R200 2096 68204 SH SOLE 5520 0 62684 WELLTOWER INC 6.50% PFD PREPET 95040Q203 1811 27325 SH SOLE 2575 0 24750 FACEBOOK INC CL A 30303M102 612 4054 SH SOLE 0 0 4054 ISHARES INC CORE MSCI EMKT 46434G103 6833 136542 SH SOLE 8640 0 127902 ABBVIE INC COM 00287Y109 2346 32354 SH SOLE 3224 0 29130 MARIN SOFTWARE INC COM 56804T106 53 40807 SH SOLE 0 0 40807 GW PHARMACEUTICALS PLC ADS 36197T103 201 2000 SH SOLE 0 0 2000 ISHARES TR USA QUALITY FCTR 46432F339 3528 47437 SH SOLE 3025 0 44412 LOCALSHARES INVT TR NASHVILLE AREA E 53957P106 466 16100 SH SOLE 0 0 16100 EMPIRE ST RLTY OP L P UNIT LTD PRTNSP 292102100 751 36147 SH SOLE 0 0 36147 ISHARES U S ETF TR SHT MAT BD ETF 46431W507 7599 151159 SH SOLE 6675 0 144484 BIOSTAGE INC COM 09074M103 9 22500 SH SOLE 0 0 22500 ALPHABET INC CAP STK CL C 02079K107 2670 2938 SH SOLE 1275 0 1663 AAC HLDGS INC COM 000307108 313 45226 SH SOLE 0 0 45226 ISHARES TR INTL QLTY FACTOR 46434V456 2179 79175 SH SOLE 3850 0 75325 KRAFT HEINZ CO COM 500754106 918 10720 SH SOLE 1349 0 9371 FORTIVE CORP COM 34959J108 532 8397 SH SOLE 1046 0 7351 CAPSTAR FINL HLDGS INC COM 14070T102 443 25000 SH SOLE 0 0 25000 YUM CHINA HLDGS INC COM 98850P109 258 6535 SH SOLE 400 0 6135 INTL FCSTONE INC COM 46116V105 1727 45724 SH SOLE 45724 0 0 SOUTHWEST AIRLINES CO COM 844741108 1381 22221 SH SOLE 22221 0 0 CARETRUST REIT INC COM 14174T107 1325 71466 SH SOLE 71466 0 0 RED LION HOTELS CORP COM 756764106 1087 147860 SH SOLE 147860 0 0 VONAGE HOLDINGS CORP COM 92886T201 1085 165973 SH SOLE 165973 0 0 CHUBB LTD COM H1467J104 1031 7090 SH SOLE 7090 0 0 NET 1 UEPS TECHNOLOGIES INC COM 64107N206 962 97601 SH SOLE 97601 0 0 HARVARD BIOSCIENCE INC COM 416906105 749 293694 SH SOLE 293694 0 0 ALLSCRIPTS MISYS HEALTHCARE SOLUTION COM 01988P108 641 50262 SH SOLE 50262 0 0 SPDR S&P ETF TR OIL&GAS E&P ETF 78464A730 530 16600 SH SOLE 16600 0 0 CONIFER HOLDINGS INC COM 20731J102 481 69719 SH SOLE 69719 0 0 LIBBEY INC COM 529898108 376 46620 SH SOLE 46620 0 0 INFORMATION SERVICES GROUP COM 45675Y104 371 90184 SH SOLE 90184 0 0 DIVERSICARE HEALTHCARE SERVICE INC COM 255104101 224 24033 SH SOLE 24033 0 0 PGT INC COM 69336V101 191 14894 SH SOLE 14894 0 0 FRANKLIN COVEY CO COM 353469109 135 7000 SH SOLE 7000 0 0 AEGEAN MARINE PETROLEUM NETW COM Y0017S102 135 23039 SH SOLE 23039 0 0 ISHARES TR CORE S&P MCP ETF 464287507 245 1409 SH SOLE 0 0 1409