Whitcomb & Hess, Inc. Top Holdings and 13F Report (2024) → Obama’s Forever Term [exposed] (From Porter & Company) (Ad) About Whitcomb & Hess, Inc.Investment ActivityWhitcomb & Hess, Inc. has $311.16 million in total holdings as of March 31, 2024.Whitcomb & Hess, Inc. owns shares of 51 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 9.67% of the portfolio was purchased this quarter.About 2.53% of the portfolio was sold this quarter.This quarter, Whitcomb & Hess, Inc. has purchased 45 new stocks and bought additional shares in 25 stocks.Whitcomb & Hess, Inc. sold shares of 15 stocks and completely divested from 0 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 Value ETF $43,203,012Vanguard FTSE Developed Markets ETF $36,594,431SPDR Portfolio S&P 500 Growth ETF $28,617,141Goldman Sachs TreasuryAccess 0-1 Year ETF $19,856,755iShares Core S&P Mid-Cap ETF $17,656,496 Largest New Holdings this Quarter Global X Lithium & Battery Tech ETF $7,634,399 HoldingLiberty All-Star Equity Fund $411,132 HoldingColumbia Seligman Premium Technology Growth Fund $401,275 HoldingInvesco QQQ $355,208 HoldingInvesco S&P 500 Low Volatility ETF $205,537 Holding Largest Purchases this Quarter iShares Core S&P Mid-Cap ETF 233,209 shares (about $14.17M)Global X Lithium & Battery Tech ETF 168,567 shares (about $7.63M)Goldman Sachs TreasuryAccess 0-1 Year ETF 14,479 shares (about $1.46M)Vanguard Mortgage-Backed Securities ETF 20,473 shares (about $933.77K)SPDR Portfolio Short Term Corporate Bond ETF 24,287 shares (about $723.02K) Largest Sales this Quarter SPDR Portfolio S&P 500 Value ETF 73,350 shares (about $3.67M)Vanguard FTSE Emerging Markets ETF 39,795 shares (about $1.66M)JPMorgan Chase & Co. 3,005 shares (about $601.82K)Vanguard FTSE Developed Markets ETF 9,979 shares (about $500.65K)SPDR Portfolio S&P 500 Growth ETF 6,183 shares (about $452.29K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWhitcomb & Hess, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYVSPDR Portfolio S&P 500 Value ETF$43,203,012$3,674,833 ▼-7.8%862,33613.9%ETFVEAVanguard FTSE Developed Markets ETF$36,594,431$500,646 ▼-1.3%729,40911.8%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$28,617,141$452,286 ▼-1.6%391,2129.2%ETFGBILGoldman Sachs TreasuryAccess 0-1 Year ETF$19,856,755$1,460,785 ▲7.9%196,8166.4%ETFIJHiShares Core S&P Mid-Cap ETF$17,656,496$14,165,103 ▲405.7%290,6905.7%ETFIJRiShares Core S&P Small-Cap ETF$16,168,403$257,622 ▲1.6%146,2945.2%ETFVMBSVanguard Mortgage-Backed Securities ETF$14,466,024$933,773 ▲6.9%317,1684.6%ETFVWOVanguard FTSE Emerging Markets ETF$14,159,715$1,662,239 ▼-10.5%338,9924.6%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$13,807,685$723,024 ▲5.5%463,8124.4%ETFVGSHVanguard Short-Term Treasury Index ETF$11,924,105$662,115 ▲5.9%205,3403.8%ETFPGHYInvesco Global Short Term High Yield Bond ETF$10,952,984$420,273 ▲4.0%555,4253.5%ETFXLEEnergy Select Sector SPDR Fund$8,859,074$2,266 ▲0.0%93,8362.8%ETFEWPiShares MSCI Spain ETF$8,393,513$44,105 ▲0.5%260,9112.7%ETFEMLCVanEck J.P. Morgan EM Local Currency Bond ETF$8,031,241$531,083 ▲7.1%327,6722.6%ETFGDXVanEck Gold Miners ETF$7,748,437$485,935 ▲6.7%245,0492.5%ETFLITGlobal X Lithium & Battery Tech ETF$7,634,399$7,634,399 ▲New Holding168,5672.5%ETFECHiShares MSCI Chile ETF$7,283,520$290,489 ▲4.2%274,1262.3%ETFEWZiShares MSCI Brazil ETF$7,055,267$121,867 ▲1.8%217,6212.3%ETFEWMiShares MSCI Malaysia ETF$6,994,864$330,554 ▲5.0%321,0132.2%FinanceSCHFSchwab International Equity ETF$2,011,490$72,656 ▼-3.5%51,5500.6%ETFVGITVanguard Intermediate-Term Treasury Index ETF$1,978,287$40,165 ▲2.1%33,7880.6%ETFSHYiShares 1-3 Year Treasury Bond ETF$1,819,688$253,191 ▲16.2%22,2510.6%ManufacturingITOTiShares Core S&P Total U.S. Stock Market ETF$1,806,540$3,228 ▲0.2%15,6680.6%ETFIVWiShares S&P 500 Growth ETF$1,749,501$217,516 ▼-11.1%20,7190.6%ETFIVEiShares S&P 500 Value ETF$1,113,772$120,120 ▼-9.7%5,9620.4%ETFHYEMVanEck Emerging Markets High Yield Bond ETF$1,065,179$4,827 ▼-0.5%55,8270.3%ETFMSFTMicrosoft$941,934$103,911 ▼-9.9%2,2390.3%Computer and TechnologySCHESchwab Emerging Markets Equity ETF$869,617$213,617 ▼-19.7%34,4400.3%ETFHYLBX-trackers USD High Yield Corporate Bond ETF$642,760$83,456 ▲14.9%17,9990.2%ETFAAPLApple$596,976$171 ▲0.0%3,4810.2%Computer and TechnologyJPMJPMorgan Chase & Co.$510,894$601,818 ▼-54.1%2,5510.2%FinanceVTIVanguard Total Stock Market ETF$502,587$1,559 ▲0.3%1,9340.2%ETFVXUSVanguard Total International Stock ETF$451,169$543 ▲0.1%7,4820.1%ETFVIOOVanguard S&P Small-Cap 600 ETF$422,2400.0%4,1600.1%ETFUSALiberty All-Star Equity Fund$411,132$411,132 ▲New Holding57,5010.1%FinanceLEMBiShares J.P. Morgan EM Local Currency Bond ETF$409,343$3,175 ▲0.8%11,3470.1%ETFSTKColumbia Seligman Premium Technology Growth Fund$401,275$401,275 ▲New Holding12,5910.1%Financial ServicesMUBiShares National Muni Bond ETF$373,862$215 ▼-0.1%3,4750.1%ETFSPYSPDR S&P 500 ETF Trust$370,474$1,047 ▲0.3%7080.1%FinancePNRPentair$358,2390.0%4,1930.1%Industrial ProductsQQQInvesco QQQ$355,208$355,208 ▲New Holding8000.1%FinanceABBVAbbVie$345,991$105,983 ▼-23.4%1,9000.1%MedicalNVTnVent Electric$316,0770.0%4,1920.1%Computer and TechnologyBNDVanguard Total Bond Market ETF$281,141$54,471 ▲24.0%3,8710.1%ETFGVALCambria Global Value ETF$276,788$108,263 ▼-28.1%12,9340.1%ETFVONGVanguard Russell 1000 Growth ETF$270,3240.0%3,1190.1%ETFMRKMerck & Co., Inc.$247,577$24,679 ▼-9.1%1,8760.1%MedicalDIASPDR Dow Jones Industrial Average ETF Trust$237,3910.0%5970.1%FinanceWENWendy's$208,728$2,713 ▲1.3%11,0790.1%Retail/WholesaleSPLVInvesco S&P 500 Low Volatility ETF$205,537$205,537 ▲New Holding3,1200.1%ETFCVXChevron$204,642$204,642 ▲New Holding1,2970.1%Oils/EnergyShowing largest 100 holdings. 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