WI

Whitegate Investment Counselors, Inc.

13F
Whitegate Investment Counselors, Inc.
Last update 2024-07-30 64 Stocks (3 new)
Value $352.00 Mil Turnover 1 %
Countries:
Top Holdings: BRK.B(9.22%)IWF(7.78%)VUG(7.52%)VB(7.18%)VIG(5.73%)
Portfolio Report
Summary Stock Picks Current Portfolio
Whitegate Investment Counselor... Top Holdings of 2024-06-30 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
79,830
32474.840
+0.36%
9.220
+0.03%
0.000
+5.77%
+28.35%
986681.963
Insurance
IWF 		iShares Russell 1000 Growth ETF
75,209
27414.650
-4.29%
7.780
-0.32%
-
+7.60%
+25.59%
100152.175
 
VUG 		Vanguard Growth ETF
70,870
26506.350
-2.58%
7.520
-0.18%
-
+7.66%
+25.66%
131999.924
 
VB 		Vanguard Small Cap ETF
115,992
25290.920
+0.93%
7.180
+0.07%
-
+5.08%
+11.31%
57592.129
 
VIG 		Vanguard Dividend Appreciation FTF
110,584
20187.120
+0.55%
5.730
+0.03%
-
+6.45%
+16.15%
80645.348
 
SCHD 		Schwab US Dividend Equity ETF
245,181
19065.350
-1.56%
5.410
-0.09%
-
+5.32%
+11.62%
63141.905
 
VTV 		Vanguard Value ETF
112,140
17988.380
-1.23%
5.110
-0.06%
-
+6.47%
+16.96%
120016.429
 
VO 		Vanguard Mid-Cap ETF
71,530
17317.550
+0.89%
4.920
+0.04%
-
+8.29%
+14.42%
65397.592
 
VEA 		Vanguard FTSE Developed Markets ETF
329,590
16288.370
+1.40%
4.620
+0.06%
-
+1.50%
+5.78%
134382.670
 
VCSH 		Vanguard Short-Term Corporate Bond ETF
147,186
11373.830
+3.58%
3.230
+0.11%
-
+1.07%
+1.59%
34104.541
 

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
IWF 		iShares Russell 1000 Growth ETF2024-06-30Reduce
-0.32%
●
316.15 ($341.52) 367.33
$381.24
11.63%
Reduce -4.29%
75,209
-3,372
VUG 		Vanguard Growth ETF2024-06-30Reduce
-0.18%
●
322.46 ($349.89) 377.11
$390.66
11.65%
Reduce -2.58%
70,870
-1,875
BRK.A 		Berkshire Hathaway Inc2024-06-30Reduce
-0.18%
●
598160 ($616494) 634030
$687,000.00
11.44%
Reduce -5.26%
1,800
-100
VBR 		Vanguard Small Cap Value ETF2024-06-30Add
+0.18%
●
177.65 ($184.73) 191.11
$200.33
8.44%
Add 6.82%
55,822
3,566
VCSH 		Vanguard Short-Term Corporate Bond ETF2024-06-30Add
+0.11%
●
76.35 ($76.93) 77.35
$78.60
2.17%
Add 3.58%
147,186
5,083
SCHD 		Schwab US Dividend Equity ETF2024-06-30Reduce
-0.09%
●
75.81 ($78.09) 80.15
$28.33
-63.72%
Reduce -1.56%
245,181
-3,878
IWY 		iShares Russell Top 200 Growth ETF2024-06-30New Buy
+0.09%
●
183.56 ($199.29) 216.15
$223.08
11.94%
New holding
1,443
1,443
VOE 		Vanguard Mid-Cap Value ETF2024-06-30Add
+0.08%
●
146.82 ($151.75) 155.77
$167.80
10.58%
Add 3.86%
50,553
1,880
NYF 		iShares New York Muni Bond ETF2024-06-30Add
+0.08%
●
52.78 ($53.26) 53.61
$53.37
0.21%
Add 4.08%
132,520
5,190
VB 		Vanguard Small Cap ETF2024-06-30Add
+0.07%
●
210.76 ($219.6) 226.94
$237.45
8.13%
Add 0.93%
115,992
1,074

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 2024-06-30

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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