The Analysis of Whitegate Investment Counselors, Inc.'s Holdings
Currently, Whitegate Investment Counselors, Inc. holds 66 types of securities in its portfolio with a total value $303.8M. In the most recent quarter, they have increased their positions in JCPB (+11.1K shares, valued at $529.6K), JMST (+7.9K shares, valued at $400.9K), NYF (+5.2K shares, valued at $278.5K); decreased their positions in BRK.B (-1.6K shares, valued at $806.4K), MUB (-7.3K shares, valued at $776.8K), IWF (-1.3K shares, valued at $626.7K); initiated new positions in ABBV (+960 shares, valued at $222.3K), VWO (+4.0K shares, valued at $217.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BRK.B Berkshire Hathaway Cl B69.8K shares-2.25%2025-09-302025-10-23
VUG Vanguard Growth50.7K shares-0.02%2025-09-302025-10-23 IWF iShares Tr Russell 1000 Growth47.5K shares-2.74%2025-09-302025-10-23 VB Vanguard Small Cap79.4K shares-1.13%2025-09-302025-10-23 VIG Vanguard Div Appreciation88.2K shares-1.72%2025-09-302025-10-23 VTV Vanguard Value82.5K shares-1.27%2025-09-302025-10-23 VEA Vanguard FTSE Developed Mkts252.7K shares-0.91%2025-09-302025-10-23 SCHD Schwab US Div Equity Etf518.7K shares-3.84%2025-09-302025-10-23 IWP iShares Russell Midcap Growth78.7K shares0.17%2025-09-302025-10-23 VO Vanguard Mid Cap30.5K shares-1.84%2025-09-302025-10-23 VCSH Vanguard Corp Bond Short Term110.7K shares-2.16%2025-09-302025-10-23 EFA iShares Tr Msci Eafe Fd92.2K shares-0.16%2025-09-302025-10-23 VTIP Vanguard Sh-Term Inf167.7K shares-2.06%2025-09-302025-10-23 SDY Spdr S&P Dividend Etf53.0K shares-0.53%2025-09-302025-10-23 JMST JPMorgan Ultra Short Muni Inco145.2K shares5.72%2025-09-302025-10-23 VBR Vanguard Small Cap Value32.8K shares-2.91%2025-09-302025-10-23 NYF iShares New York Muni92.5K shares5.98%2025-09-302025-10-23 BRK.A Berkshire Hathaway Cl A6 shares0.00%2025-09-302025-10-23 VOE Vanguard Mid Cap Value25.8K shares-2.24%2025-09-302025-10-23 IWR iShares Russell Midcap45.6K shares0.05%2025-09-302025-10-23 IWN iShares Tr Russell 2000 Value24.6K shares0.00%2025-09-302025-10-23 VNQ Vanguard Reit44.2K shares-3.66%2025-09-302025-10-23 IYR iShares US Real Estate35.2K shares-0.47%2025-09-302025-10-23 JMUB Jpmorgan Municipal Etf58.3K shares-10.33%2025-09-302025-10-23 IWS iShares Russell Midcap Value19.8K shares0.00%2025-09-302025-10-23 SCHB Schwab US Broad Market105.1K shares0.91%2025-09-302025-10-23 SLYG SPDR S&P 600 Sm Cap Gro28.0K shares5.51%2025-09-302025-10-23 IWO iShares Tr Russell 2000 Growth7.9K shares0.00%2025-09-302025-10-23 MDY SPDR S&P MidCap 400 ETF4.2K shares0.00%2025-09-302025-10-23 JCPB Jpmorgan Core Plus Bond40.6K shares37.84%2025-09-302025-10-23 VEU Vanguard Intl Eqty Index/FTSE26.0K shares-6.46%2025-09-302025-10-23 VTES Vanguard Shrt Tax Exempt17.4K shares0.00%2025-09-302025-10-23 VBK Vanguard Small Cap Grwth4.8K shares-11.08%2025-09-302025-10-23 IWD iShares Russell 1000 Val6.5K shares-2.26%2025-09-302025-10-23 IWB iShares Tr Russell 1000 Index3.5K shares0.00%2025-09-302025-10-23 IWM iShares Tr Russell 2000 Index5.0K shares0.00%2025-09-302025-10-23 VOT Vanguard Mid Cap Growth3.9K shares-8.13%2025-09-302025-10-23 MPC Marathon Pete Corp5.1K shares0.51%2025-09-302025-10-23 AAPL Apple Inc3.4K shares0.06%2025-09-302025-10-23 MSFT Microsoft Corp1.5K shares0.13%2025-09-302025-10-23 ICF iShares Tr Cohen & Steer12.8K shares-4.40%2025-09-302025-10-23 SHY iShares Tr 1-3 Yr Treas Bond9.1K shares-5.37%2025-09-302025-10-23 VOO Vanguard S&P 500 Etf1.2K shares-1.46%2025-09-302025-10-23 NFLX Netflix Inc600 shares0.00%2025-09-302025-10-23 SHM SPDR Nuveen Barclays Short Ter13.0K shares-23.27%2025-09-302025-10-23 AGG iShares Core US Aggregate5.8K shares-26.38%2025-09-302025-10-23 CBRE Cbre Group Inc3.5K shares0.00%2025-09-302025-10-23 AMZN Amazon Com Inc2.4K shares0.00%2025-09-302025-10-23 Broadcom Inc Broadcom Inc1.3K shares0.23%2025-09-302025-10-23 TREX Trex Company Inc8.1K shares0.00%2025-09-302025-10-23 CMF iShares California Muni6.3K shares0.00%2025-09-302025-10-23 MGC Vanguard Mega Cap Etf1.4K shares0.00%2025-09-302025-10-23 MUB iShares National Muni Bond2.8K shares-72.51%2025-09-302025-10-23 LMAT Lemaitre Vascular Inc3.3K shares0.21%2025-09-302025-10-23 ESGV Vanguard ESSG US Stock2.4K shares4.14%2025-09-302025-10-23 XVV iShares ESG Screened S&P 5005.3K shares-1.16%2025-09-302025-10-23 XOM Exxon Mobil Corporation2.2K shares-68.59%2025-09-302025-10-23 SPSM SPDR Portfolio S&P 600 Sm Cap5.2K shares0.00%2025-09-302025-10-23 VGSH Vanguard Short Term3.9K shares0.00%2025-09-302025-10-23 EUSB Ishares Esg Advnc Ttl5.2K shares0.00%2025-09-302025-10-23 ABBV Abbvie Inc960 sharesnew addition2025-09-302025-10-23 VWO Vanguard Msci Emerging4.0K sharesnew addition2025-09-302025-10-23 ORN Orion Marine Group Inc14.8K shares0.00%2025-09-302025-10-23 NWL Newell Brands Inc14.4K shares-6.03%2025-09-302025-10-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available