KL
| |
KilterHowling LLC13F | |
| KilterHowling LLC | |
| Last update 2025-02-14 | 48 Stocks (2 new) |
| Value $175.00 Mil | Turnover 16 % |
KilterHowling LLC Top Holdings of 2024-12-31
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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 | 1,139,786 | 25,850.3 | +43.29% | 14.790 | +4.47% | 0.300 | +0.04% | +0.93% | 8,476.7 | ||
SHYG | iShares 0-5 Year High Yield Corporate Bond ETF | 589,614 | 25,312.1 | +76.77% | 14.490 | +6.29% | 0.390 | -2.16% | -1.01% | 6,023.6 | ||
VIG | Vanguard Dividend Appreciation FTF | 122,826 | 24,966.9 | +23.71% | 14.290 | +2.74% | 0.030 | -5.62% | -1.74% | 89,767.4 | ||
VOO | Vanguard S&P 500 ETF | 44,257 | 24,554.2 | +4.53% | 14.050 | +0.61% | 0.000 | -6.77% | -3.86% | 618,434.7 | ||
QQQ | INVESCO QQQ Trust | 40,340 | 21,311.5 | +0.73% | 12.200 | +0.09% | 0.010 | -7.77% | -4.95% | 304,338.0 | ||
USMV | iShares MSCI USA Min Vol Factor ETF | 126,417 | 11,737.8 | +1.66% | 6.720 | +0.11% | 0.050 | -0.39% | +4.46% | 23,939.7 | ||
COWZ | Pacer US Cash Cows 100 ETF | 183,182 | 10,468.9 | +3.08% | 5.990 | +0.18% | 0.040 | -10.07% | -7.45% | 21,046.5 | ||
AAPL | Apple Inc | 19,028 | 4,507.1 | +3.27% | 2.580 | +0.08% | 0.000 | -14.35% | -20.49% | 2,970,586.4 | Hardware | |
BRK.B | Berkshire Hathaway Inc | 4,612 | 2,175.6 | +1.27% | 1.250 | +0.02% | 0.000 | +8.11% | +12.99% | 1,105,821.3 | Insurance | |
IWV | iShares Russell 3000 ETF | 5,190 | 1,789.8 | +0.31% | 1.020 | 0% | 0.010 | -7.47% | -4.19% | 14,684.0 |
KilterHowling LLC's Historical Top Holdings Breakdowns
KilterHowling LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2024-12-31 | Sold Out | -8.25% | 91.29 ($91.59) 91.8 | $91.46 | -0.14% | Sold Out | 0 | -143,096 | |
SHYG | iShares 0-5 Year High Yield Corporate Bond ETF | 2024-12-31 | Add | +6.29% | 42.33 ($42.98) 43.3 | $42.18 | -1.86% | Add 76.77% | 589,614 | 256,070 | |
SCHZ | Schwab US Aggregate Bond ETF | 2024-12-31 | Add | +4.47% | 22.63 ($23.09) 23.72 | $22.91 | -0.78% | Add 43.29% | 1,139,786 | 344,370 | |
VIG | Vanguard Dividend Appreciation FTF | 2024-12-31 | Add | +2.74% | 194.19 ($199.7) 204.68 | $192.43 | -3.64% | Add 23.71% | 122,826 | 23,541 | |
VOO | Vanguard S&P 500 ETF | 2024-12-31 | Add | +0.61% | 521.84 ($541.94) 558.82 | $517.99 | -4.42% | Add 4.53% | 44,257 | 1,917 | |
META | Meta Platforms Inc | 2024-12-31 | Sold Out | -0.54% | 554.08 ($587.14) 632.68 | $599.27 | 2.07% | Sold Out | 0 | -1,497 | |
UNH | UnitedHealth Group Inc | 2024-12-31 | Sold Out | -0.48% | 485.52 ($567.94) 625.25 | $404.81 | -28.72% | Sold Out | 0 | -1,315 | |
GOOG | Alphabet Inc | 2024-12-31 | Add | +0.42% | 163.06 ($176.63) 198.16 | $166.05 | -5.99% | Add 280.17% | 5,387 | 3,970 | |
XOM | Exxon Mobil Corp | 2024-12-31 | Add | +0.19% | 105.51 ($116.93) 125.37 | $103.27 | -11.68% | Add 58.34% | 8,498 | 3,131 | |
NVDA | NVIDIA Corp | 2024-12-31 | Reduce | -0.18% | 118.85 ($138.16) 148.88 | $113.82 | -17.62% | Reduce -23.36% | 7,911 | -2,411 |
KilterHowling LLC Total Holding History ($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 2024-12-31
KilterHowling LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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KilterHowling LLC's Holdings Heat Map
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KilterHowling LLC's Holdings Bubble Chart
KilterHowling LLC News
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