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CIK: 0001667102
Total reported value
$351.3M
$351.3M
66 檔
32.8%
In Q4 2024, Whitegate Investment Counselors, Inc.'s U.S. equity holdings reached a combined market value of $351.3M, distributed across 66 disclosed stock positions.
In Q4 2024, Whitegate Investment Counselors, Inc. adopted a defensive or profit-taking posture, trimming 26 positions and completely liquidating 2 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 | 12.06% | -0.73% | -2.10% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 7.32% | +0.49% | -26.21% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-Other | 7.24% | +0.25% | -28.35% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 6.71% | +0.36% | -29.69% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 6.22% | +0.10% | -14.20% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.54% | -0.38% | +149.26% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 4.96% | +0.13% | -23.73% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.10% | +0.08% | -25.03% | |
| 9 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 3.44% | +0.07% | -19.20% | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.01% | -0.26% | -23.65% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.98% | +0.22% | -53.77% | |
| 12 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.87% | -0.27% | -24.07% | |
| 13 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 2.61% | -0.18% | +0.68% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.52% | -0.09% | -0.00% | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.41% | +0.01% | -36.54% | |
| 16 | NYF | Ishares New York Muni Bond E | ETF-Other | 2.06% | -0.21% | — | |
| 17 | BTU | Peabody Energy Corporation | Stock-Energy | 1.87% | — | -55.56% | |
| 18 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.51% | +0.07% | +0.01% | |
| 19 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.45% | -0.43% | +163.46% | |
| 20 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.42% | -0.07% | -48.54% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.40% | -0.03% | -23.68% | |
| 22 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.38% | +0.03% | -1.80% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-Other | 1.24% | -0.01% | -8.73% | |
| 24 | IYR | Ishares US Real Estate ETF | ETF-Other | 1.14% | -0.03% | -27.40% | |
| 25 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.88% | +0.01% | — | |
| 26 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.85% | -0.20% | -3.35% | |
| 27 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.83% | +0.10% | — | |
| 28 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.83% | +0.09% | -44.64% | |
| 29 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.81% | +0.02% | — | |
| 30 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.66% | +0.11% | +291.96% | |
| 31 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.54% | — | -7.73% | |
| 32 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.46% | +0.04% | -2.87% | |
| 33 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.43% | +0.01% | — | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.42% | — | -83.27% | |
| 35 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.39% | +0.01% | — | |
| 36 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.39% | +0.02% | +23.74% | |
| 37 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.38% | -0.15% | EXIT | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.38% | +0.03% | +0.10% | |
| 39 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.37% | — | -7.08% | |
| 40 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.37% | +0.02% | — | |
| 41 | AAPL | Apple Inc | Stock-Tech | 0.31% | — | +0.06% | |
| 42 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.27% | +0.02% | -73.53% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.26% | — | — | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.26% | -0.03% | +3.11% | |
| 45 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.24% | -0.02% | +0.60% | |
| 46 | MSFT | Microsoft CORP | Stock-Tech | 0.20% | +0.03% | +0.07% | |
| 47 | TREX | Trex Company Inc | Stock-Industrials | 0.19% | +0.02% | — | |
| 48 | NFLX | Netflix Inc | Stock-Comm Services | 0.18% | -0.06% | — | |
| 49 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.18% | +0.03% | — | |
| 50 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 0.16% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +2.4% | -2.10% | Trim |
| 2 | JMST | JPM Ultra-short Muni Income | +1% | +163.46% | Add |
| 3 | VIG | Vanguard Dividend Apprec ETF | +0.6% | -14.20% | Trim |
| 4 | SDY | Ss Spdr S&p Dividend ETF | +0.5% | +0.68% | Add |
| 5 | NYF | Ishares New York Muni Bond E | +0.4% | — | Unchanged |
| 6 | IWP | Ishares Russell Mid-cap Grow | +0.4% | -19.20% | Trim |
| 7 | EFA | Ishares Msci Eafe ETF | +0.4% | -0.00% | Trim |
| 8 | IWN | Ishares Russell 2000 Value E | +0.3% | +0.01% | Add |
| 9 | IWR | Ishares Russell Mid-cap ETF | +0.3% | -1.80% | Trim |
| 10 | SCHB | Schwab US Broad Market ETF | +0.3% | +291.96% | Add |
| 11 | SCHD | Schwab US Dvd Equity ETF | +0.2% | +149.26% | Add |
| 12 | IWO | Ishares Russell 2000 Growth | +0.2% | — | Unchanged |
| 13 | IWS | Ishares Russell Mid-cap Valu | +0.2% | — | Unchanged |
| 14 | MUB | Ishares National Muni Bond E | +0.2% | -8.73% | Trim |
| 15 | VTES | Vanguard Sh Term Tax-ex Bond | +0.2% | -3.35% | Trim |
| 16 | VUG | Vanguard Growth ETF | +0.1% | -26.21% | Trim |
| 17 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +23.74% | Add |
| 18 | AAPL | Apple Inc | +0.1% | +0.06% | Add |
| 19 | IWD | Ishares Russell 1000 Value E | +0.1% | — | Unchanged |
| 20 | VGSH | Vanguard Short-term Treasury | +0.1% | NEW | New buy |
| 21 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | -7.73% | Trim |
| 22 | NFLX | Netflix Inc | +0.1% | — | Unchanged |
| 23 | SHM | Ss Spdr N Ice St Muni ETF | +0.1% | -1.67% | Trim |
| 24 | AVGO | Broadcom Inc. | +0.1% | +0.11% | Add |
| 25 | ICF | Ishares Select U.s. Reit ETF | +0.1% | — | Unchanged |
| 26 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | -7.08% | Trim |
| 27 | AMZN | Amazon.com Inc | +0.1% | — | Unchanged |
| 28 | XOM | Exxon Mobil CORP | +0.1% | +3.11% | Add |
| 29 | VOO | Vanguard S&p 500 ETF | 0% | +6.32% | Add |
| 30 | MPC | Marathon Petroleum CORP | 0% | +0.60% | Add |
| 31 | MRK | Merck & Co. Inc. | 0% | +0.52% | Add |
| 32 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 33 | PFE | Pfizer Inc | 0% | — | Unchanged |
| 34 | CERS | Cerus CORP | 0% | EXIT | Sold out |
| 35 | VWO | Vanguard Ftse Emerging Marke | -0.1% | EXIT | Sold out |
| 36 | IWF | Ishares Russell 1000 Growth | -0.1% | -28.35% | Trim |
| 37 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | -23.65% | Trim |
| 38 | VTIP | Vanguard Short-term Tips | -0.1% | -24.07% | Trim |
| 39 | VNQ | Vanguard Real Estate ETF | -0.2% | -23.68% | Trim |
| 40 | IYR | Ishares US Real Estate ETF | -0.2% | -27.40% | Trim |
| 41 | VTV | Vanguard Value ETF | -0.2% | -23.73% | Trim |
| 42 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | -0.4% | -44.64% | Trim |
| 43 | VOT | Vanguard Mid-cap Growth ETF | -0.5% | -73.53% | Trim |
| 44 | VBR | Vanguard Small-cap Value ETF | -0.6% | -36.54% | Trim |
| 45 | VEA | Vanguard Ftse Developed ETF | -0.6% | -25.03% | Trim |
| 46 | VB | Vanguard Small-cap ETF | -0.6% | -29.69% | Trim |
| 47 | VOE | Vanguard Mid-cap Value ETF | -0.8% | -48.54% | Trim |
| 48 | BTU | Peabody Energy Corporation | -1.4% | -55.56% | Trim |
| 49 | AGG | Ishares Core U.s. Aggregate | -1.6% | -83.27% | Trim |
| 50 | VO | Vanguard Mid-cap ETF | -2% | -53.77% | Trim |
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 Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, VUG, IWF) accounted for 32.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
VGSH
市值: $211.8K
Top Position Liquidated / Trimmed
VWO
前期市值: $227.5K
During Q4 2024, Whitegate Investment Counselors, Inc.'s top holdings by market value included BRK-B (12.1%)、VUG (7.3%)、IWF (7.2%). The largest single position, BRK-B, represented 12.1% of total portfolio value.
In Q4 2024, Whitegate Investment Counselors, Inc. made 41 total portfolio adjustments, initiating 1 new buys, adding to 12 positions, trimming 26 holdings, and fully liquidating 2 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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