Managing Principal

0001580642-17-006039.txt : 20171113 0001580642-17-006039.hdr.sgml : 20171110 20171113094746 ACCESSION NUMBER: 0001580642-17-006039 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170930 FILED AS OF DATE: 20171113 DATE AS OF CHANGE: 20171113 EFFECTIVENESS DATE: 20171113 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: 171193729 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 09-30-2017 09-30-2017 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 11-06-2017 0 183 366422 INFORMATION TABLE 2 infotable.xml ISHARES TR CORE S&P MCP ETF 464287507 252 1409 SH SOLE 0 0 1409 ISHARES TR CORE S&P500 ETF 464287200 207 820 SH SOLE 0 0 820 SPDR S&P 500 ETF TR TR UNIT 78462F103 234 933 SH SOLE 0 0 933 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 2474 46643 SH SOLE 1362 0 45281 AMAZON COM INC COM 023135106 247 257 SH SOLE 0 0 257 BRISTOL MYERS SQUIBB CO COM 110122108 1747 27403 SH SOLE 1875 0 25528 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2818 15371 SH SOLE 1615 0 13756 EMERSON ELEC CO COM 291011104 3692 58748 SH SOLE 6715 0 52033 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 2192 15068 SH SOLE 1150 0 13918 ABBOTT LABS COM 002824100 2276 42648 SH SOLE 5327 0 37321 ALTRIA GROUP INC COM 02209S103 360 5669 SH SOLE 350 0 5319 FEDEX CORP COM 31428X106 570 2525 SH SOLE 0 0 2525 INTEL CORP COM 458140100 3337 87627 SH SOLE 10275 0 77352 ILLINOIS TOOL WKS INC COM 452308109 452 3054 SH SOLE 200 0 2854 ORACLE CORP COM 68389X105 1037 21449 SH SOLE 1900 0 19549 QUALCOMM INC COM 747525103 1064 20515 SH SOLE 1475 0 19040 DISNEY WALT CO COM DISNEY 254687106 530 5373 SH SOLE 425 0 4948 HONEYWELL INTL INC COM 438516106 327 2308 SH SOLE 0 0 2308 SYSCO CORP COM 871829107 985 18265 SH SOLE 900 0 17365 US BANCORP DEL COM NEW 902973304 420 7840 SH SOLE 875 0 6965 JOHNSON & JOHNSON COM 478160104 5377 41355 SH SOLE 3503 0 37852 PFIZER INC COM 717081103 2500 70027 SH SOLE 4285 0 65742 LOWES COS INC COM 548661107 272 3401 SH SOLE 550 0 2851 ISHARES TR MSCI EAFE ETF 464287465 289 4222 SH SOLE 315 0 3907 CHEVRON CORP NEW COM 166764100 3721 31665 SH SOLE 2810 0 28855 MICROSOFT CORP COM 594918104 5572 74813 SH SOLE 16607 0 58206 UNITED PARCEL SERVICE INC CL B 911312106 1202 10013 SH SOLE 300 0 9713 AT&T INC COM 00206R102 4475 114251 SH SOLE 6002 0 108249 BB&T CORP COM 054937107 2099 44715 SH SOLE 4850 0 39865 CISCO SYS INC COM 17275R102 1617 48093 SH SOLE 4150 0 43943 INTERNATIONAL BUSINESS MACHS COM 459200101 288 1982 SH SOLE 0 0 1982 COCA COLA CO COM 191216100 1666 37021 SH SOLE 2690 0 34331 LOCKHEED MARTIN CORP COM 539830109 538 1734 SH SOLE 0 0 1734 PEPSICO INC COM 713448108 3875 34775 SH SOLE 4502 0 30273 STRYKER CORP COM 863667101 712 5010 SH SOLE 150 0 4860 VERIZON COMMUNICATIONS INC COM 92343V104 8032 162304 SH SOLE 35961 0 126343 SELECT SECTOR SPDR TR ENERGY 81369Y506 1387 20245 SH SOLE 10000 0 10245 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 2217 85727 SH SOLE 1425 0 84302 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1281 15677 SH SOLE 812 0 14865 TIME WARNER INC COM NEW 887317303 251 2453 SH SOLE 0 0 2453 VANGUARD SPECIALIZED PORTFOL DIV APP ETF 921908844 6476 68323 SH SOLE 1100 0 67223 WALGREENS BOOTS ALLIANCE INC COM 931427108 1006 13031 SH SOLE 1100 0 11931 BANK AMER CORP COM 060505104 463 18281 SH SOLE 3848 0 14433 AUTOMATIC DATA PROCESSING IN COM 053015103 745 6819 SH SOLE 1020 0 5799 EXXON MOBIL CORP COM 30231G102 5379 65615 SH SOLE 5362 0 60253 WAL-MART STORES INC COM 931142103 3544 45357 SH SOLE 5180 0 40177 BAXTER INTL INC COM 071813109 934 14878 SH SOLE 925 0 13953 COLGATE PALMOLIVE CO COM 194162103 240 3301 SH SOLE 400 0 2901 COSTCO WHSL CORP NEW COM 22160K105 1943 11824 SH SOLE 1565 0 10259 LILLY ELI & CO COM 532457108 556 6505 SH SOLE 112 0 6393 DIAGEO P L C SPON ADR NEW 25243Q205 2567 19431 SH SOLE 1965 0 17466 SCHLUMBERGER LTD COM 806857108 1442 20665 SH SOLE 2415 0 18250 DANAHER CORP DEL COM 235851102 1655 19289 SH SOLE 2644 0 16645 MERCK & CO INC COM 58933Y105 2828 44164 SH SOLE 5250 0 38914 MORGAN STANLEY COM NEW 617446448 363 7546 SH SOLE 0 0 7546 NOVARTIS A G SPONSORED ADR 66987V109 3061 35660 SH SOLE 3650 0 32010 PROCTER AND GAMBLE CO COM 742718109 5648 62077 SH SOLE 6795 0 55282 GENERAL ELECTRIC CO COM 369604103 4272 176682 SH SOLE 16479 0 160203 KIMBERLY CLARK CORP COM 494368103 826 7022 SH SOLE 500 0 6522 GOLDMAN SACHS GROUP INC COM 38141G104 307 1295 SH SOLE 125 0 1170 HOME DEPOT INC COM 437076102 475 2907 SH SOLE 125 0 2782 MCDONALDS CORP COM 580135101 4055 25880 SH SOLE 2580 0 23300 NIKE INC CL B 654106103 1943 37466 SH SOLE 15553 0 21913 JPMORGAN CHASE & CO COM 46625H100 3475 36388 SH SOLE 4438 0 31950 MONDELEZ INTL INC CL A 609207105 811 19940 SH SOLE 2675 0 17265 WELLS FARGO CO NEW COM 949746101 4970 90125 SH SOLE 26626 0 63499 ISHARES TR 1 3 YR TREAS BD 464287457 3363 39818 SH SOLE 2918 0 36900 ISHARES TR IBOXX INV CP ETF 464287242 682 5625 SH SOLE 0 0 5625 PRAXAIR INC COM 74005P104 532 3808 SH SOLE 965 0 2843 XCEL ENERGY INC COM 98389B100 510 10770 SH SOLE 1225 0 9545 UNITEDHEALTH GROUP INC COM 91324P102 2976 15196 SH SOLE 6780 0 8416 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 972 7195 SH SOLE 1370 0 5825 UNITED TECHNOLOGIES CORP COM 913017109 1940 16716 SH SOLE 2000 0 14716 3M CO COM 88579Y101 3357 15994 SH SOLE 1840 0 14154 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1139 8796 SH SOLE 0 0 8796 WASTE MGMT INC DEL COM 94106L109 2514 32124 SH SOLE 3382 0 28742 DUKE ENERGY CORP NEW COM NEW 26441C204 4912 58534 SH SOLE 6086 0 52448 CSX CORP COM 126408103 1157 21327 SH SOLE 0 0 21327 APPLE INC COM 037833100 5741 37252 SH SOLE 9321 0 27931 AMERICAN AIRLS GROUP INC COM 02376R102 1479 31136 SH SOLE 23535 0 7601 ALLSTATE CORP COM 020002101 688 7488 SH SOLE 225 0 7263 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 664 4790 SH SOLE 400 0 4390 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 822 7675 SH SOLE 1825 0 5850 RYDEX ETF TRUST GUG S&P500 EQ WT 78355W106 622 6515 SH SOLE 60 0 6455 ECOLAB INC COM 278865100 989 7693 SH SOLE 1425 0 6268 GENERAL MLS INC COM 370334104 456 8808 SH SOLE 950 0 7858 OCCIDENTAL PETE CORP DEL COM 674599105 1526 23778 SH SOLE 11766 0 12012 REGIONS FINL CORP NEW COM 7591EP100 179 11724 SH SOLE 0 0 11724 GENERAL DYNAMICS CORP COM 369550108 311 1515 SH SOLE 0 0 1515 VANECK VECTORS ETF TR SEMICONDUCTOR ET 92189F676 247 2650 SH SOLE 0 0 2650 SOUTHERN CO COM 842587107 4633 94282 SH SOLE 8525 0 85757 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2942 67531 SH SOLE 3800 0 63731 PAYCHEX INC COM 704326107 3657 60986 SH SOLE 6165 0 54821 ISHARES TR SELECT DIVID ETF 464287168 294 3138 SH SOLE 0 0 3138 ISHARES TR TIPS BD ETF 464287176 3608 31764 SH SOLE 1875 0 29889 SUNTRUST BKS INC COM 867914103 349 5846 SH SOLE 0 0 5846 TRAVELERS COMPANIES INC COM 89417E109 530 4327 SH SOLE 475 0 3852 WEYERHAEUSER CO COM 962166104 9223 271038 SH SOLE 19127 0 251911 HARRIS CORP DEL COM 413875105 344 2615 SH SOLE 0 0 2615 NOVO-NORDISK A S ADR 670100205 1023 21247 SH SOLE 0 0 21247 BECTON DICKINSON & CO COM 075887109 720 3676 SH SOLE 75 0 3601 ENTERPRISE PRODS PARTNERS L COM 293792107 1731 66395 SH SOLE 2625 0 63770 YUM BRANDS INC COM 988498101 496 6735 SH SOLE 375 0 6360 MICROCHIP TECHNOLOGY INC COM 595017104 988 11005 SH SOLE 475 0 10530 ALPHABET INC CAP STK CL A 02079K305 967 993 SH SOLE 130 0 863 VANGUARD INDEX FDS VALUE ETF 922908744 15284 153118 SH SOLE 4600 0 148518 VANGUARD INDEX FDS MID CAP ETF 922908629 6934 47172 SH SOLE 1375 0 45797 VANGUARD INDEX FDS SM CP VAL ETF 922908611 2270 17761 SH SOLE 620 0 17141 VANGUARD INDEX FDS REIT ETF 922908553 1378 16579 SH SOLE 812 0 15767 BLACKROCK INC COM 09247X101 1062 2375 SH SOLE 285 0 2090 VANGUARD INDEX FDS GROWTH ETF 922908736 13790 103882 SH SOLE 1475 0 102407 NATIONAL HEALTH INVS INC COM 63633D104 278 3600 SH SOLE 0 0 3600 VANGUARD WORLD FDS TELCOMM ETF 92204A884 331 3585 SH SOLE 0 0 3585 M & T BK CORP COM 55261F104 1635 10155 SH SOLE 1590 0 8565 BROWN FORMAN CORP CL B 115637209 377 6952 SH SOLE 0 0 6952 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 293 5018 SH SOLE 125 0 4893 PROSHARES TR SHORT QQQ NEW 74347B714 1866 48900 SH SOLE 6800 0 42100 WISDOMTREE TR INTL EQUITY FD 97717W703 293 5384 SH SOLE 260 0 5124 WISDOMTREE TR JAPN HEDGE EQT 97717W851 503 9200 SH SOLE 600 0 8600 ISHARES TR US REGNL BKS ETF 464288778 393 8325 SH SOLE 0 0 8325 PINNACLE FINL PARTNERS INC COM 72346Q104 1386 20706 SH SOLE 0 0 20706 AMERICAN NATL BANKSHARES INC COM 027745108 424 10290 SH SOLE 0 0 10290 PROSHARES TR SHRT RUSSELL2000 74348A210 391 8940 SH SOLE 412 0 8528 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 8485 160981 SH SOLE 21900 0 139081 ISHARES TR 1 3 YR CR BD ETF 464288646 1617 15348 SH SOLE 250 0 15098 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 822 10029 SH SOLE 450 0 9579 DISCOVER FINL SVCS COM 254709108 260 4027 SH SOLE 0 0 4027 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 11281 139153 SH SOLE 5010 0 134143 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 17872 411707 SH SOLE 21692 0 390015 BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 7161 166001 SH SOLE 11698 0 154303 POWERSHARES ETF TR II DEV MKTS EX-US 73936T789 1909 43267 SH SOLE 3325 0 39942 VISA INC COM CL A 92826C839 256 2429 SH SOLE 0 0 2429 PHILIP MORRIS INTL INC COM 718172109 239 2154 SH SOLE 350 0 1804 JPMORGAN CHASE & CO ALERIAN ML ETN 46625H365 970 34375 SH SOLE 3625 0 30750 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 326 3200 SH SOLE 0 0 3200 VANGUARD SCOTTSDALE FDS SHTRM GVT BD ETF 92206C102 1852 30500 SH SOLE 4700 0 25800 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 1010 10192 SH SOLE 875 0 9317 VANECK VECTORS ETF TR JP MORGAN MKTS 92189F494 261 13582 SH SOLE 750 0 12832 ALPS ETF TR ALERIAN MLP 00162Q866 1856 165396 SH SOLE 12570 0 152826 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 749 12610 SH SOLE 100 0 12510 ADVISORSHARES TR RANGER EQUITY BE 00768Y883 635 75450 SH SOLE 12600 0 62850 HCA HEALTHCARE INC COM 40412C101 1340 16838 SH SOLE 12422 0 4416 POWERSHARES ETF TR II S&P500 LOW VOL 73937B779 3803 83050 SH SOLE 1975 0 81075 DBX ETF TR XTRAK MSCI EAFE 233051200 217 7000 SH SOLE 0 0 7000 ISHARES TR FLTG RATE NT ETF 46429B655 3218 63163 SH SOLE 800 0 62363 ISHARES TR MSCI INDIA ETF 46429B598 3138 95525 SH SOLE 7850 0 87675 SPDR SER TR BLOMBERG BRC INV 78468R200 1817 59115 SH SOLE 3620 0 55495 WELLTOWER INC 6.50% PFD PREPET 95040Q203 1733 27325 SH SOLE 2575 0 24750 FACEBOOK INC CL A 30303M102 654 3829 SH SOLE 0 0 3829 ISHARES INC CORE MSCI EMKT 46434G103 8134 150576 SH SOLE 9265 0 141311 ABBVIE INC COM 00287Y109 2630 29594 SH SOLE 2574 0 27020 GW PHARMACEUTICALS PLC ADS 36197T103 203 2000 SH SOLE 0 0 2000 ISHARES TR USA QUALITY FCTR 46432F339 3615 46858 SH SOLE 1650 0 45208 LOCALSHARES INVT TR NASHVILLE AREA E 53957P106 443 16100 SH SOLE 0 0 16100 EMPIRE ST RLTY OP L P UNIT LTD PRTNSP 292102100 740 36147 SH SOLE 0 0 36147 ISHARES U S ETF TR SHT MAT BD ETF 46431W507 6302 125309 SH SOLE 5575 0 119734 BIOSTAGE INC COM 09074M103 7 22500 SH SOLE 0 0 22500 TWITTER INC COM 90184L102 385 22800 SH SOLE 0 0 22800 ALPHABET INC CAP STK CL C 02079K107 2437 2541 SH SOLE 965 0 1576 AAC HLDGS INC COM 000307108 528 53144 SH SOLE 0 0 53144 ISHARES TR INTL QLTY FACTOR 46434V456 2546 87920 SH SOLE 4350 0 83570 KRAFT HEINZ CO COM 500754106 730 9411 SH SOLE 1199 0 8212 FORTIVE CORP COM 34959J108 574 8108 SH SOLE 1046 0 7062 CAPSTAR FINL HLDGS INC COM 14070T102 744 38000 SH SOLE 0 0 38000 YUM CHINA HLDGS INC COM 98850P109 255 6385 SH SOLE 400 0 5985 INTL FCSTONE INC COM 46116V105 1569 40937 SH SOLE 40937 0 0 CARETRUST REIT INC COM 14174T107 1260 66166 SH SOLE 66166 0 0 SOUTHWEST AIRLINES CO COM 844741108 1166 20821 SH SOLE 20821 0 0 RED LION HOTELS CORP COM 756764106 1039 120147 SH SOLE 120147 0 0 NET 1 UEPS TECHNOLOGIES INC COM 64107N206 1031 105801 SH SOLE 105801 0 0 CHUBB LTD COM H1467J104 939 6590 SH SOLE 6590 0 0 VONAGE HOLDINGS CORP COM 92886T201 928 114046 SH SOLE 114046 0 0 HARVARD BIOSCIENCE INC COM 416906105 666 177491 SH SOLE 177491 0 0 ALLSCRIPTS MISYS HEALTHCARE SOLUTION COM 01988P108 614 43137 SH SOLE 43137 0 0 ACI WORLDWIDE INC COM 004498101 571 25086 SH SOLE 25086 0 0 LIBBEY INC COM 529898108 432 46620 SH SOLE 46620 0 0 INFORMATION SERVICES GROUP COM 45675Y104 363 90184 SH SOLE 90184 0 0 DIVERSICARE HEALTHCARE SERVICE INC COM 255104101 271 23533 SH SOLE 23533 0 0 FLEXTRONICS INTL LTD COM Y2573F102 244 14746 SH SOLE 14746 0 0 CONIFER HOLDINGS INC COM 20731J102 227 37456 SH SOLE 37456 0 0 APOLLO ENDOSURGERY INC COM 03767D108 220 47000 SH SOLE 47000 0 0 FRANKLIN COVEY CO COM 353469109 142 7000 SH SOLE 7000 0 0