KL
| |
KilterHowling LLC13F | |
| KilterHowling LLC | |
| Last update 2025-05-15 | 44 Stocks (2 new) |
| Value $155.00 Mil | Turnover 7 % |
KilterHowling LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHZ | Schwab US Aggregate Bond ETF | 1,165,547 | 26,679.4 | +2.26% | 17.250 | +0.38% | 0.310 | +2.19% | +3.34% | 8,511.8 | ||
VIG | Vanguard Dividend Appreciation FTF | 126,165 | 24,314.4 | +2.72% | 15.720 | +0.42% | 0.030 | +11.94% | +6.12% | 88,455.6 | ||
VOO | Vanguard S&P 500 ETF | 45,789 | 23,779.9 | +3.46% | 15.370 | +0.51% | 0.000 | +17.21% | +7.08% | 654,655.2 | ||
QQQ | INVESCO QQQ Trust | 41,391 | 20,210.6 | +2.61% | 13.070 | +0.33% | 0.010 | +22.10% | +8.69% | 355,935.0 | ||
SHYG |
iShares 0-5 Year High Yield Corporate Bond ETF
iShares 0-5 Year High Yield Corporate Bond ETF
| 308,453 | 13,004.4 | -47.69% | 8.410 | -6.91% | 0.210 | +5.42% | +4.11% | 6,527.5 | ||
USMV | iShares MSCI USA Min Vol Factor ETF | 128,587 | 11,881.5 | +1.72% | 7.680 | +0.13% | 0.050 | +3.43% | +5.18% | 23,583.0 | ||
VEA | Vanguard FTSE Developed Markets ETF | 135,016 | 7,200.4 | New Holding | 4.660 | +4.66% | 0.010 | +16.01% | +20.43% | 157,306.4 | ||
AAPL | Apple Inc | 19,119 | 3,775.9 | +0.48% | 2.440 | +0.01% | 0.000 | +6.71% | -15.47% | 3,153,849.0 | Hardware | |
BRK.B | Berkshire Hathaway Inc | 4,664 | 2,393.8 | +1.13% | 1.550 | +0.02% | 0.000 | -9.21% | +4.98% | 1,026,074.7 | Insurance | |
IWV | iShares Russell 3000 ETF | 5,203 | 1,672.7 | +0.25% | 1.080 | 0% | 0.010 | +17.49% | +6.64% | 15,992.2 |
KilterHowling LLC's Historical Top Holdings Breakdowns
KilterHowling LLC's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SHYG |
iShares 0-5 Year High Yield Corporate Bond ETF
iShares 0-5 Year High Yield Corporate Bond ETF
| 2025-03-31 | Reduce Reduce | -6.91% | 42.38 ($42.91) 43.28 | $42.80 | -0.26% | Reduce -47.69% | 308,453 | -281,161 | |
COWZ | Pacer US Cash Cows 100 ETF | 2025-03-31 | Sold Out Sold Out | -5.99% | 53.6 ($56.92) 58.97 | $56.56 | -0.63% | Sold Out | 0 | -183,182 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-03-31 | New Buy New Buy | +4.66% | 47.4 ($50.6) 52.99 | $56.87 | 12.39% | New holding | 135,016 | 135,016 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +0.51% | 507.05 ($540.58) 563.67 | $573.22 | 6.04% | Add 3.46% | 45,789 | 1,532 | |
COST | Costco Wholesale Corp | 2025-03-31 | New Buy New Buy | +0.44% | 890.62 ($974.97) 1076.86 | $970.33 | -0.48% | New holding | 680 | 680 | |
VIG | Vanguard Dividend Appreciation FTF | 2025-03-31 | Add Add | +0.42% | 190.34 ($198.85) 205.23 | $205.93 | 3.56% | Add 2.72% | 126,165 | 3,339 | |
TSLA | Tesla Inc | 2025-03-31 | Sold Out Sold Out | -0.40% | 222.15 ($333.26) 428.22 | $313.51 | -5.93% | Sold Out | 0 | -2,056 | |
SCHZ | Schwab US Aggregate Bond ETF | 2025-03-31 | Add Add | +0.38% | 22.46 ($22.91) 23.26 | $22.98 | 0.31% | Add 2.26% | 1,165,547 | 25,761 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Add Add | +0.33% | 468.34 ($508.07) 539.52 | $554.20 | 9.08% | Add 2.61% | 41,391 | 1,051 | |
USMV | iShares MSCI USA Min Vol Factor ETF | 2025-03-31 | Add Add | +0.13% | 87.68 ($92.03) 94.57 | $92.74 | 0.77% | Add 1.72% | 128,587 | 2,170 |
KilterHowling LLC Total Holding History ($B)
KilterHowling LLC's Asset Allocation
KilterHowling LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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KilterHowling LLC's Hypothetical Growth since 2025-03-31
KilterHowling LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
KilterHowling LLC's Holdings Heat Map
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KilterHowling LLC's Holdings Bubble Chart
KilterHowling LLC News
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