Whitegate Investment Counselors, Inc. has disclosed 60 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2023-12-31. The current portfolio value is calculated to be $328.00 Mil. The turnover rate is 1%.
In Whitegate Investment Counselors, Inc.'s current portfolio as of 2023-12-31, the top 5 holdings are
Berkshire Hathaway Inc (BRK.B), Vanguard Small Cap ETF (VB), iShares Russell 1000 Growth ETF (IWF), Vanguard Growth ETF (VUG), Schwab US Dividend Equity ETF (SCHD), not including call and put options.
Whitegate Investment Counselors, Inc. did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Whitegate Investment Counselors, Inc., as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Whitegate Investment Counselors, Inc., which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Whitegate Investment Counselors, Inc..