ZWJ INVESTMENT COUNSEL INC

RIA/Wealth

ZWJ INVESTMENT COUNSEL INC is a RIA/Wealth based in Atlanta, GA led by Bradford Sidney Johnston Young, reporting $3.9B in AUM as of Q3 2025 with GOOG as the largest holding (4% allocation).

PresidentBradford Sidney Johnston Young

Portfolio Value: $2.8B
Positions: 244
Top Holding: GOOG at 4.15%
Last Reported: Q3 2025

Address75 14th Street Ne, Suite 2900, Atlanta, GA, 30309-7604, United States

Top Holdings

Largest long holdings in ZWJ INVESTMENT COUNSEL INC's portfolio (33.1% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$117.5M	4.15%	-$266.2K Sold	0.00% 482.4K shares	Q2 2014 Held for 11y 5m
2 Oracle ORCL	Software - Infrastructure Technology	$110.9M	3.92%	-$23.8M Sold	0.01% 394.4K shares	≤ Q2 2013 Held for 12y 5m+
3 Nvidia NVDA	Semiconductors Technology	$106.1M	3.75%	-$7.8M Sold	0.00% 568.9K shares	Q1 2020 Held for 5y 8m
4 Microsoft MSFT	Software - Infrastructure Technology	$105.0M	3.71%	+$78.2K Bought	0.00% 202.8K shares	≤ Q2 2013 Held for 12y 5m+
5 Broadcom Inc. AVGO	Semiconductors Technology	$105.0M	3.71%	-$13.2M Sold	0.01% 318.2K shares	Q1 2016 Held for 9y 8m
6 Coca-Cola KO	Beverages - Non-Alcoholic Consumer Defensive	$87.6M	3.09%	-$914.8K Sold	0.03% 1.3M shares	≤ Q2 2013 Held for 12y 5m+
7 AbbVie ABBV	Drug Manufacturers - General Healthcare	$78.2M	2.76%	+$881.0K Bought	0.02% 337.8K shares	≤ Q2 2013 Held for 12y 5m+
8 BWX Technologies BWXT	Aerospace & Defense Industrials	$77.4M	2.74%	-$16.4M Sold	0.46% 420.1K shares	Q3 2015 Held for 10y 2m
9 Micron Technology MU	Semiconductors Technology	$76.2M	2.69%	-$1.9M Sold	0.04% 455.2K shares	Q2 2015 Held for 10y 5m
10 JPMorgan Chase JPM	Banks - Diversified Financial Services	$71.8M	2.54%	-$1.6M Sold	0.01% 227.5K shares	≤ Q2 2013 Held for 12y 5m+

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in ZWJ INVESTMENT COUNSEL INC's latest filing

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Market Value

$2.8B

Prior: $2.7B

Q/Q Change

+5.24%

+$140.9M

Net Flows % of MV

-1.9%

Turnover Ratio

2.75%

New Purchases

8 stocks

$2.0M

Added To

111 stocks

+$48.0M

Sold Out Of

11 stocks

$2.7M

Reduced Holdings

85 stocks

-$101.0M

Increased Positions

Position	Shares Δ	Change
1 Palantir Technologies Inc. PLTR	New	0 → 1.5K +$272.4K
2 iShares Russell Mid-Cap ETF IWR	New	0 → 2.8K +$266.4K
3 Vanguard Russell 2000 ETF VTWO	New	0 → 2.7K +$261.2K
4 Veeco Instruments VECO	New	0 → 8.3K +$251.4K
5 Atmus Filtration Technologies ATMU	New	0 → 5.6K +$251.1K

Decreased Positions

Position	Shares Δ	Change
1 iShares Russell 2000 IWM	Sold	1.7K → 0 −$361.2K
2 Edwards Lifesciences EW	Sold	4.4K → 0 −$341.3K
3 Align Technology ALGN	Sold	1.5K → 0 −$284.0K
4 Rambus RMBS	Sold	4.1K → 0 −$262.6K
5 U.S. Bancorp USB	Sold	5.7K → 0 −$259.0K

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Analytics

Portfolio insights and performance metrics for ZWJ INVESTMENT COUNSEL INC

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Sector Allocation

Technology

29.20%

Industrials

13.70%

Financial Services

12.50%

Healthcare

9.40%

Consumer Defensive

8.70%

Communication Services

7.50%

Consumer Cyclical

3.60%

Energy

3.40%

Basic Materials

3.30%

Utilities

3.20%

ETF

2.00%

Real Estate

1.10%

Market Cap Distribution

Mega Cap (> $200B)

46.60%

Large Cap ($10B - $200B)

43.62%

Mid Cap ($2B - $10B)

4.64%

Small Cap ($300M - $2B)

0.82%

Micro Cap ($50M - $300M)

0.00%

Nano Cap (< $50M)

0.03%

N/A (ETF or Unknown)

4.29%

Portfolio Concentration

Top 10 Holdings %

33.06%

Top 20 Holdings %

53.34%

Top 50 Holdings %

88.07%

Top 100 Holdings %

97.49%