WI

Whitegate Investment Counselors, Inc.

13F
Whitegate Investment Counselors, Inc.
Last update 2024-11-04 65 Stocks (1 new)
Value $377.00 Mil Turnover 5 %
Countries:
Top Holdings: BRK.B(9.68%)IWF(7.31%)VB(7.30%)VUG(7.18%)VIG(5.67%)
Portfolio Report
Summary Stock Picks Current Portfolio
Whitegate Investment Counselor... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BRK.B 		Berkshire Hathaway Inc
79,265
36482.510
-0.71%
9.680
-0.07%
0.000
+7.39%
+29.93%
999724.216
Insurance
IWF 		iShares Russell 1000 Growth ETF
73,421
27560.950
-2.38%
7.310
-0.18%
0.030
+16.36%
+31.49%
103623.847
 
VB 		Vanguard Small Cap ETF
115,930
27499.790
-0.05%
7.300
0%
0.050
+15.03%
+18.66%
63030.413
 
VUG 		Vanguard Growth ETF
70,506
27069.260
-0.51%
7.180
-0.04%
0.020
+15.78%
+31.27%
140079.274
 
VIG 		Vanguard Dividend Appreciation FTF
107,916
21373.780
-2.41%
5.670
-0.14%
0.030
+9.56%
+19.17%
85497.677
 
SCHD 		Schwab US Dividend Equity ETF
711,279
20041.450
+190.10%
5.320
+3.49%
0.010
+8.75%
+14.58%
65461.988
 
VTV 		Vanguard Value ETF
112,038
19558.460
-0.09%
5.190
0%
0.020
+9.59%
+19.55%
126648.429
 
VO 		Vanguard Mid-Cap ETF
71,265
18801.860
-0.37%
4.990
-0.02%
0.030
+13.37%
+18.94%
69967.935
 
VEA 		Vanguard FTSE Developed Markets ETF
333,978
17637.370
+1.33%
4.680
+0.06%
0.010
+3.12%
+4.91%
137683.596
 
BRK.A 		Berkshire Hathaway Inc
1,800
12441.240
0%
3.300
0%
0.130
+7.24%
+28.24%
999724.216
Insurance

Whitegate Investment Counselors, Inc.'s Historical Top Holdings Breakdowns

Whitegate Investment Counselors, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHD 		Schwab US Dividend Equity ETF2024-09-30Add
+3.49%
●
25.67 ($27.24) 28.35
$29.08
6.75%
Add 190.1%
711,279
155,366
JMST 		JPMorgan Ultra-Short Municipal Income ETF2024-09-30New Buy
+0.43%
●
50.61 ($50.83) 50.96
$50.77
-0.12%
New holding
31,605
31,605
SCHB 		Schwab U.S. Broad Market ETF2024-09-30Add
+0.36%
●
19.98 ($21.35) 22.17
$23.24
8.85%
Add 1606.74%
65,334
20,502
NYF 		iShares New York Muni Bond ETF2024-09-30Reduce
-0.30%
●
53.13 ($53.9) 54.36
$53.48
-0.78%
Reduce -14.88%
112,800
-19,720
SHM 		SPDR Nuveen Bloomberg Short Term Municipal Bond ETF2024-09-30Reduce
-0.20%
●
47.01 ($47.74) 48.19
$47.74
0%
Reduce -37.65%
23,992
-14,485
AGG 		iShares Core U.S. Aggregate Bond ETF2024-09-30Add
+0.19%
●
96.25 ($99.77) 101.98
$98.50
-1.27%
Add 10.57%
75,275
7,195
IWF 		iShares Russell 1000 Growth ETF2024-09-30Reduce
-0.18%
●
332.02 ($362.65) 382.76
$398.63
9.92%
Reduce -2.38%
73,421
-1,788
VIG 		Vanguard Dividend Appreciation FTF2024-09-30Reduce
-0.14%
●
181.77 ($190.41) 198.25
$203.07
6.65%
Reduce -2.41%
107,916
-2,668
EFA 		iShares MSCI EAFE ETF2024-09-30Reduce
-0.08%
●
75.32 ($80.46) 84.43
$79.16
-1.62%
Reduce -3.63%
97,095
-3,655
BRK.B 		Berkshire Hathaway Inc2024-09-30Reduce
-0.07%
●
405.19 ($442.18) 478.57
$463.41
4.80%
Reduce -0.71%
79,265
-565

Whitegate Investment Counselors, Inc. Total Holding History ($B)

To

Whitegate Investment Counselors, Inc.'s Asset Allocation

To

Whitegate Investment Counselors, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Whitegate Investment Counselors, Inc.'s Hypothetical Growth since 2024-09-30

Whitegate Investment Counselors, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Whitegate Investment Counselors, Inc.'s Holdings Heat Map

Size field:

Whitegate Investment Counselors, Inc.'s Holdings Bubble Chart

Whitegate Investment Counselors, Inc. News

  • 1

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