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CIK: 0001667102
Total reported value
$351.3M
$351.3M
66 檔
39.9%
At the close of Q3 2024, Whitegate Investment Counselors, Inc. disclosed equity holdings valued at approximately $351.3M, spread across 66 reported holdings.
In Q3 2024, Whitegate Investment Counselors, Inc. adopted a defensive or profit-taking posture, trimming 24 positions and completely liquidating 0 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 9.68% | -0.73% | -0.71% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-Other | 7.31% | +0.25% | -2.38% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-Other | 7.30% | +0.36% | -0.05% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 7.18% | +0.49% | -0.51% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.67% | +0.10% | -2.41% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.32% | -0.38% | -3.30% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 5.19% | +0.13% | -0.09% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.99% | +0.22% | -0.37% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.68% | +0.08% | +1.33% | |
| 10 | BTU | Peabody Energy Corporation | Stock-Energy | 3.30% | — | — | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.11% | -0.26% | +0.20% | |
| 12 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 3.05% | +0.07% | +0.05% | |
| 13 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.98% | -0.27% | +2.46% | |
| 14 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.98% | +0.01% | +0.25% | |
| 15 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.22% | -0.07% | -1.34% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.15% | -0.09% | -3.63% | |
| 17 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 2.15% | -0.18% | -2.78% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.02% | — | +10.57% | |
| 19 | NYF | Ishares New York Muni Bond E | ETF-Other | 1.63% | -0.21% | -14.88% | |
| 20 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.55% | -0.03% | -4.06% | |
| 21 | IYR | Ishares US Real Estate ETF | ETF-Other | 1.33% | -0.03% | -0.11% | |
| 22 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 1.20% | +0.09% | +0.17% | |
| 23 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.19% | +0.07% | -3.44% | |
| 24 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.09% | +0.03% | -4.74% | |
| 25 | MUB | Ishares National Muni Bond E | ETF-Other | 1.07% | -0.01% | — | |
| 26 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.76% | +0.02% | +0.27% | |
| 27 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.70% | +0.01% | — | |
| 28 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.69% | -0.20% | -0.41% | |
| 29 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.64% | +0.10% | -3.58% | |
| 30 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.63% | +0.02% | — | |
| 31 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.47% | — | -8.58% | |
| 32 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.43% | -0.43% | — | |
| 33 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.38% | +0.11% | +468.91% | |
| 34 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.35% | +0.04% | +1.62% | |
| 35 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.35% | +0.01% | -2.42% | |
| 36 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.31% | — | -6.01% | |
| 37 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.31% | +0.02% | -10.87% | |
| 38 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.31% | -0.15% | EXIT | |
| 39 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.30% | +0.01% | — | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.30% | +0.03% | -7.84% | |
| 41 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.27% | +0.02% | +0.68% | |
| 42 | AAPL | Apple Inc | Stock-Tech | 0.22% | — | +0.11% | |
| 43 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.22% | -0.02% | +0.52% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.21% | -0.03% | +0.18% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.21% | — | — | |
| 46 | MSFT | Microsoft CORP | Stock-Tech | 0.16% | +0.03% | +0.22% | |
| 47 | TREX | Trex Company Inc | Stock-Industrials | 0.14% | +0.02% | +32.79% | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.12% | +0.03% | — | |
| 49 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.12% | — | -8.10% | |
| 50 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 0.11% | -0.02% | — |
According to official SEC Form 13F filings, Whitegate Investment Counselors, Inc. reported a total U.S. public equity portfolio value of $351.3M across 66 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including BRK-B, IWF, VB) accounted for 39.9% of total reported equity market value during Q3 2024.
Top New Position Initiated
JMST
市值: $1.6M
Top Position Liquidated / Trimmed
BRK-B
前期市值: $32.5M
During Q3 2024, Whitegate Investment Counselors, Inc.'s top holdings by market value included BRK-B (9.7%)、IWF (7.3%)、VB (7.3%). The largest single position, BRK-B, represented 9.7% of total portfolio value.
In Q3 2024, Whitegate Investment Counselors, Inc. made 41 total portfolio adjustments, initiating 1 new buys, adding to 16 positions, trimming 24 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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