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Woodmont Investment Counsel, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Name Assets
Vanguard Growth Index Fund $13,589,000
Vanguard Value Index Fund $13,465,000
Vanguard High Dividend Yield Index Fund $10,869,000
Vanguard Tax-Managed International Fund $9,414,000
Vanguard FTSE All-World ex US Index Fund $7,352,000
Vanguard Dividend Appreciation Index Fund $7,312,000
Vanguard Mid-Cap Index Fund $5,905,000
Powershares S&P 500 Low Volatility Portfolio $5,342,000
iShares Floating Rate Bond ETF $4,726,000
iShares Core MSCI Emerging Markets ETF $4,342,000
Alerian MLP ETF $3,668,000
Utilities Select Sector SPDR Fund $3,547,000
WisdomTree International Equity Fund $3,000,000
PowerShares FTSE RAFI Developed Markets ex-US Portfolio $2,865,000
Vanguard Short-Term Bond Index Fund $2,847,000
ProShares Short Russell2000 $2,082,000
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund $1,905,000
ProShares UltraPro QQQ $1,693,000
iShares 1-3 Year Credit Bond ETF $1,629,000
Vanguard Emerging Markets Stock Index Fund $1,590,000
iShares TIPS Bond ETF $1,371,000
VanEck Vectors Agribusiness ETF $1,362,000
JPMorgan Alerian MLP Index Exchange Traded Notes $1,152,000
VanEck Vectors JP Morgan EM Local Currency Bond ETF $1,126,000
SPDR S&P Dividend ETF $917,000
Vanguard Total Bond Market Index Fund $885,000
Vanguard Extended Market Index Fund $807,000
AdvisorShares Ranger Equity Bear ETF $720,000
iShares iBoxx $ Investment Grade Corporate Bond ETF $658,000
Energy Select Sector SPDR Fund $593,000
Vanguard REIT Index Fund $496,000
Vanguard Consumer Staples Index Fund $492,000
iShares 1-3 Year Treasury Bond ETF $470,000
Vanguard Total Stock Market Index Fund $457,000
Vanguard Small-Cap Value Index Fund $354,000
Vanguard Telecommunication Services Index Fund $292,000
iShares MSCI EAFE ETF $278,000
Industrial Select Sector SPDR Fund $277,000
Vanguard Global ex-US Real Estate Index Fund $261,000
SPDR S&P 500 ETF Trust $225,000
Vanguard Energy Index Fund $204,000
VanEck Vectors Oil Services ETF $195,000
VanEck Vectors Semiconductor ETF $194,000
Vanguard Small-Cap Index Fund $184,000
iShares Intermediate Credit Bond ETF $155,000
iShares Core S&P 500 ETF $151,000
PowerShares Senior Loan Portfolio $132,000
WisdomTree Emerging Markets SmallCap Dividend Fund $128,000
iShares Core US Aggregate Bond ETF $120,000
VanEck Vectors Preferred Securities ex Financials ETF $111,000
iShares Short-Term National Muni Bond ETF $106,000
iShares Edge MSCI Min Vol Emerging Markets ETF $99,000
iShares Select Dividend ETF $93,000
iShares Core S&P Mid-Cap ETF $81,000
WisdomTree Emerging Markets Local Debt Fund $74,000
Vanguard European Stock Index Fund $70,000
iShares Nasdaq Biotechnology ETF $68,000
VanEck Vectors Pharmaceutical ETF $65,000
Vanguard Short-Term Corporate Bond Index Fund $65,000
iShares iBoxx $ High Yield Corporate Bond ETF $65,000
iShares Core S&P Small-Cap ETF $59,000
iShares MSCI ACWI ex US ETF $58,000
iShares 3-7 Year Treasury Bond ETF $57,000
SPDR Gold Shares $49,000
Consumer Discretionary Select Sector SPDR Fund $47,000
Vanguard Large-Cap Index Fund $45,000
PowerShares International Dividend Achievers Portfolio $45,000
Vanguard Total World Stock Index Fund $42,000
Vanguard Financials Index Fund $39,000
WisdomTree Europe Hedged Equity Fund $38,000
Schwab US Dividend Equity ETF $36,000
SPDR Dow Jones Industrial Average ETF Trust $33,000
Vanguard Information Technology Index Fund $32,000
ProShares Short S&P500 $31,000
PowerShares Water Resources Portfolio $31,000
iShares S&P Small-Cap 600 Growth ETF $31,000
iShares S&P Small-Cap 600 Value ETF $31,000
Schwab US Large-Cap Value ETF $30,000
PowerShares FTSE RAFI Emerging Markets Portfolio $29,000
WisdomTree Emerging Markets High Dividend Fund $28,000
iShares Russell 2000 Value ETF $27,000
iShares Global Timber & Forestry ETF $24,000
iShares Russell 2000 ETF $21,000
iShares JPMorgan USD Emerging Markets Bond ETF $21,000
iShares S&P Mid-Cap 400 Growth ETF $20,000
WisdomTree LargeCap Dividend Fund $17,000
iShares China Large-Cap ETF $17,000
Vanguard Pacific Stock Index Fund $16,000
Vanguard 500 Index Fund $16,000
iShares Silver Trust $16,000
SPDR S&P Insurance ETF $16,000
VanEck Vectors Emerging Markets Aggregate Bond ETF $16,000
SPDR S&P Bank ETF $15,000
iShares US Technology ETF $14,000
Financial Select Sector SPDR Fund $14,000
PowerShares DWA Momentum Portfolio $14,000
PowerShares Build America Bond Portfolio $13,000
PowerShares DB Commodity Index Tracking Fund $11,000
SPDR S&P Biotech ETF $11,000
iShares Russell 2000 Growth ETF $11,000
iShares Global Healthcare ETF $10,000
iShares Gold Trust $10,000
PowerShares S&P Emerging Markets Low Volatility Portfolio $10,000
Vanguard Short-Term Inflation-Protected Securities Index Fund $10,000
iShares MSCI Eurozone ETF $9,000
iShares MSCI Emerging Markets ETF $8,000
iShares Russell 1000 ETF $8,000
PowerShares Buyback Achievers Portfolio $7,000
Guggenheim S&P 500 Equal Weight Health Care ETF $7,000
iShares Global 100 ETF $6,000
iShares 7-10 Year Treasury Bond ETF $5,000
PowerShares S&P 500 Quality Portfolio $5,000
Vanguard FTSE All-World ex-US Small-Cap Index Fund $5,000
WisdomTree Japan Hedged Equity Fund $5,000
First Trust Value Line Dividend Index Fund $4,000
SPDR S&P Semiconductor ETF $4,000
iShares Latin America 40 ETF $3,000
PowerShares Global Water Portfolio $2,000
iShares International Select Dividend ETF $1,000
PowerShares WilderHill Clean Energy Portfolio $1,000

    Assets

    Assets

    Last updated on Feb. 15, 2017
      • $588.2M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 678
        Accounts
      • $867.6K
        Estimated Average Account Balance

    Services

    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    Advisors

    Current Advisors

    # of advisors

    6

    name start date
    Stephen Adler Frohsin
    July 2004
    James Conner
    February 2004
    Paul Hubert Kuhn
    January 2004
    Scott Patrick Burns
    January 2004
    Will E Settle
    December 2011

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Scott Patrick Burns Principal July, 2003 10% to 25%
      James Conner Principal November, 2004 10% to 25%
      Stephen Adler Frohsin Principal, Chief Compliance Officer November, 2004 10% to 25%
      Will E Settle Principal April, 2011 10% to 25%
      Paul Hubert Kuhn Principal September, 2000 5% to 10%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Performance-Based Fees