Whitegate Investment Counselors, Inc. Top Holdings and 13F Report (2024) → The Overlooked Retirement Asset You Probably Don’t Own (From Crypto 101 Media) (Ad) About Whitegate Investment Counselors, Inc.Investment ActivityWhitegate Investment Counselors, Inc. has $355.04 million in total holdings as of March 31, 2024.Whitegate Investment Counselors, Inc. owns shares of 62 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 0.98% of the portfolio was purchased this quarter.About 0.28% of the portfolio was sold this quarter.This quarter, Whitegate Investment Counselors, Inc. has purchased 61 new stocks and bought additional shares in 27 stocks.Whitegate Investment Counselors, Inc. sold shares of 16 stocks and completely divested from 3 stocks this quarter.Largest Holdings Berkshire Hathaway $33,451,104iShares Russell 1000 Growth ETF $26,485,734Vanguard Small-Cap ETF $26,269,134Vanguard Growth ETF $25,038,956Vanguard Dividend Appreciation ETF $20,082,458 Largest New Holdings this Quarter Vanguard S&P 500 ETF $264,039 HoldingLeMaitre Vascular $216,200 HoldingAdelphia Commun Cp Clxxx $0 Holding Largest Purchases this Quarter Vanguard Value ETF 2,877 shares (about $468.55K)Vanguard Short-Term Corporate Bond ETF 4,886 shares (about $377.74K)Vanguard FTSE Developed Markets ETF 5,714 shares (about $286.67K)Vanguard Short-Term Tax-Exempt Bond ETF 2,835 shares (about $285.48K)Vanguard Mid-Cap Growth ETF 1,155 shares (about $272.35K) Largest Sales this Quarter iShares Russell Mid-Cap Growth ETF 1,118 shares (about $127.61K)iShares 1-3 Year Treasury Bond ETF 1,112 shares (about $90.94K)Broadcom Inc 42 shares (about $55.85K)AbbVie 300 shares (about $54.63K)SPDR Nuveen Barclays Short Term Municipal Bond ETF 970 shares (about $46.02K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWhitegate Investment Counselors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$33,451,104$32,380 ▼-0.1%79,5479.4%FinanceIWFiShares Russell 1000 Growth ETF$26,485,734$25,616 ▲0.1%78,5817.5%ETFVBVanguard Small-Cap ETF$26,269,134$78,178 ▲0.3%114,9187.4%ETFVUGVanguard Growth ETF$25,038,956$6,540 ▼0.0%72,7457.1%ETFVIGVanguard Dividend Appreciation ETF$20,082,458$65,740 ▲0.3%109,9745.7%ETFSCHDSchwab US Dividend Equity ETF$20,081,656$120,381 ▲0.6%249,0595.7%ETFVTVVanguard Value ETF$18,489,708$468,549 ▲2.6%113,5315.2%ETFVOVanguard Mid-Cap ETF$17,715,009$108,440 ▲0.6%70,8995.0%ETFVEAVanguard FTSE Developed Markets ETF$16,307,830$286,672 ▲1.8%325,0514.6%ETF1/100 Berkshire Htwy Cla$12,054,3600.0%1,9003.4%Class AIWPiShares Russell Mid-Cap Growth ETF$11,186,620$127,610 ▼-1.1%98,0073.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$10,986,009$377,738 ▲3.6%142,1033.1%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$10,438,823$18,581 ▲0.2%217,9752.9%ManufacturingVBRVanguard Small-Cap Value ETF$10,026,898$223,157 ▲2.3%52,2562.8%ETFEFAiShares MSCI EAFE ETF$8,027,927$33,541 ▲0.4%100,5252.3%FinanceSDYSPDR S&P Dividend ETF$7,713,624$6,956 ▼-0.1%58,7742.2%ETFVOEVanguard Mid-Cap Value ETF$7,588,673$125,976 ▲1.7%48,6732.1%ETFNYFiShares New York Muni Bond ETF$6,851,627$114,077 ▲1.7%127,3301.9%ETFAGGiShares Core U.S. Aggregate Bond ETF$6,427,314$39,470 ▲0.6%65,6251.8%FinanceVNQVanguard Real Estate ETF$5,451,237$132,835 ▲2.5%63,0341.5%ETFIYRiShares U.S. Real Estate ETF$4,455,247$10,788 ▼-0.2%49,5571.3%ETFIWNiShares Russell 2000 Value ETF$4,422,770$476 ▲0.0%27,8491.2%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$4,271,448$5,932 ▲0.1%48,9671.2%ETFMUBiShares National Muni Bond ETF$4,185,102$19,906 ▲0.5%38,8951.2%ETFIWRiShares Russell Mid-Cap ETF$4,102,611$27,750 ▼-0.7%48,7881.2%ETFVOTVanguard Mid-Cap Growth ETF$2,772,067$272,349 ▲10.9%11,7560.8%ETFVTESVanguard Short-Term Tax-Exempt Bond ETF$2,676,606$285,485 ▲11.9%26,5800.8%ETFIWSiShares Russell Mid-Cap Value ETF$2,483,6650.0%19,8170.7%ETFIWOiShares Russell 2000 Growth ETF$2,391,5500.0%8,8310.7%ETFMDYSPDR S&P MidCap 400 ETF Trust$2,309,0600.0%4,1500.7%ETFSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$1,825,349$46,017 ▼-2.5%38,4770.5%FinanceVTEBVanguard Tax-Exempt Bond ETF$1,812,998$34,914 ▲2.0%35,8300.5%ETFSHYiShares 1-3 Year Treasury Bond ETF$1,449,789$90,944 ▼-5.9%17,7270.4%ManufacturingIWDiShares Russell 1000 Value ETF$1,282,4280.0%7,1600.4%ETFVBKVanguard Small-Cap Growth ETF$1,261,108$140,007 ▲12.5%4,8370.4%ETFIWMiShares Russell 2000 ETF$1,158,041$10,516 ▲0.9%5,5060.3%FinanceICFiShares Cohen & Steers REIT ETF$1,146,7880.0%19,8750.3%ETFIWBiShares Russell 1000 ETF$1,032,876$3,456 ▼-0.3%3,5860.3%ETFMPCMarathon Petroleum$998,936$4,433 ▲0.4%4,9570.3%Oils/EnergyVEUVanguard FTSE All-World ex-US ETF$922,044$176 ▲0.0%15,7210.3%ETFXOMExxon Mobil$781,565$8,254 ▼-1.0%6,7230.2%Oils/EnergyPGProcter & Gamble$713,900$4,868 ▼-0.7%4,4000.2%Consumer StaplesSPSMSPDR Portfolio S&P 600 Small Cap ETF$626,191$6,714 ▲1.1%14,5490.2%ETFTREXTrex$608,4750.0%6,1000.2%ConstructionAAPLApple$568,907$43,221 ▼-7.1%3,3170.2%Computer and TechnologyMSFTMicrosoft$467,823$28,213 ▼-5.7%1,1110.1%Computer and TechnologyAMZNAmazon.com$432,912$13,348 ▼-3.0%2,4000.1%Retail/WholesaleCMFiShares California Muni Bond ETF$365,3790.0%6,3500.1%ETFNFLXNetflix$364,3980.0%6000.1%Consumer DiscretionaryMRKMerck & Co., Inc.$349,806$1,847 ▲0.5%2,6510.1%MedicalPFEPfizer$345,4880.0%12,4500.1%MedicalCBRECBRE Group$335,9640.0%3,4550.1%FinanceABBVAbbVie$274,971$54,630 ▼-16.6%1,5100.1%MedicalVOOVanguard S&P 500 ETF$264,039$264,039 ▲New Holding5490.1%ETFBroadcom Inc$255,311$55,849 ▼-17.9%1920.1%CommonPrimary Bank$232,1000.0%11,0000.1%CommonLMATLeMaitre Vascular$216,200$216,200 ▲New Holding3,2570.1%MedicalORNOrion Group$121,3600.0%14,8000.0%ConstructionCERSCerus$54,9030.0%29,0490.0%MedicalFPAYFlexShopper$19,3700.0%13,0000.0%FinanceHypersolar Inc$2,3570.0%146,8330.0%CommonAdelphia Commun Cp Clxxx$0New Holding100,0000.0%CommonVWOVanguard FTSE Emerging Markets ETF$0$216,211 ▼-100.0%00.0%ETFVXUSVanguard Total International Stock ETF$0$206,631 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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