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
+10.07%
+26.83%
975580.218
Insurance
IWF 		iShares Russell 1000 Growth ETF
75,209
27414.650
-4.29%
7.780
-0.32%
-
+2.86%
+23.67%
98811.486
 
VUG 		Vanguard Growth ETF
70,870
26506.350
-2.58%
7.520
-0.18%
-
+2.50%
+23.59%
134145.167
 
VB 		Vanguard Small Cap ETF
115,992
25290.920
+0.93%
7.180
+0.07%
-
+7.95%
+10.18%
58536.010
 
VIG 		Vanguard Dividend Appreciation FTF
110,584
20187.120
+0.55%
5.730
+0.03%
-
+7.05%
+15.65%
81879.792
 
SCHD 		Schwab US Dividend Equity ETF
245,181
19065.350
-1.56%
5.410
-0.09%
-
+6.10%
+9.51%
61243.602
 
VTV 		Vanguard Value ETF
112,140
17988.380
-1.23%
5.110
-0.06%
-
+7.23%
+15.95%
121740.142
 
VO 		Vanguard Mid-Cap ETF
71,530
17317.550
+0.89%
4.920
+0.04%
-
+7.39%
+12.58%
66516.830
 
VEA 		Vanguard FTSE Developed Markets ETF
329,590
16288.370
+1.40%
4.620
+0.06%
-
+5.16%
+8.87%
137553.908
 
VCSH 		Vanguard Short-Term Corporate Bond ETF
147,186
11373.830
+3.58%
3.230
+0.11%
-
+2.70%
+2.62%
34200.000
 

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
$374.92
9.78%
Reduce -4.29%
75,209
-3,372
VUG 		Vanguard Growth ETF2024-06-30Reduce
-0.18%
●
322.46 ($349.89) 377.11
$384.22
9.81%
Reduce -2.58%
70,870
-1,875
BRK.A 		Berkshire Hathaway Inc2024-06-30Reduce
-0.18%
●
598160 ($616494) 634030
$679,850.00
10.28%
Reduce -5.26%
1,800
-100
VBR 		Vanguard Small Cap Value ETF2024-06-30Add
+0.18%
●
177.65 ($184.73) 191.11
$198.81
7.62%
Add 6.82%
55,822
3,566
VCSH 		Vanguard Short-Term Corporate Bond ETF2024-06-30Add
+0.11%
●
76.35 ($76.93) 77.35
$79.40
3.21%
Add 3.58%
147,186
5,083
SCHD 		Schwab US Dividend Equity ETF2024-06-30Reduce
-0.09%
●
75.81 ($78.09) 80.15
$83.37
6.76%
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
$219.82
10.30%
New holding
1,443
1,443
VOE 		Vanguard Mid-Cap Value ETF2024-06-30Add
+0.08%
●
146.82 ($151.75) 155.77
$166.32
9.60%
Add 3.86%
50,553
1,880
NYF 		iShares New York Muni Bond ETF2024-06-30Add
+0.08%
●
52.78 ($53.26) 53.61
$54.23
1.82%
Add 4.08%
132,520
5,190
VB 		Vanguard Small Cap ETF2024-06-30Add
+0.07%
●
210.76 ($219.6) 226.94
$235.04
7.03%
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

Discussions on Whitegate Investment Counselors, Inc.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.