The Analysis of Whitegate Investment Counselors, Inc.'s Holdings
Currently, Whitegate Investment Counselors, Inc. holds 68 types of securities in its portfolio with a total value $320.0M. In the most recent quarter, they have increased their positions in JCPB (+107.8K shares, valued at $5.1M), VO (+7.2K shares, valued at $2.1M), VEA (+31.7K shares, valued at $2.0M); decreased their positions in SHY (-6.1K shares, valued at $503.2K), VUG (-993 shares, valued at $484.4K), SCHD (-15.5K shares, valued at $424.3K); initiated new positions in JSCP (+5.7K shares, valued at $270.9K), N/A (+2.2K shares, valued at $228.4K), VGLT (+3.6K shares, valued at $202.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VUG Vanguard Growth49.7K shares-1.96%2025-12-312026-02-10
IWF iShares Tr Russell 1000 Growth47.2K shares-0.60%2025-12-312026-02-10 VB Vanguard Small Cap80.0K shares0.81%2025-12-312026-02-10 VIG Vanguard Div Appreciation88.4K shares0.17%2025-12-312026-02-10 VEA Vanguard FTSE Developed Mkts284.4K shares12.55%2025-12-312026-02-10 VTV Vanguard Value91.0K shares10.21%2025-12-312026-02-10 SCHD Schwab US Div Equity Etf503.2K shares-2.98%2025-12-312026-02-10 VO Vanguard Mid Cap37.7K shares23.72%2025-12-312026-02-10 IWP iShares Russell Midcap Growth79.0K shares0.43%2025-12-312026-02-10 VCSH Vanguard Corp Bond Short Term116.9K shares5.61%2025-12-312026-02-10 JMST JPMorgan Ultra Short Muni Inco180.8K shares24.49%2025-12-312026-02-10 VTIP Vanguard Sh-Term Inf179.3K shares6.94%2025-12-312026-02-10 EFA iShares Tr Msci Eafe Fd89.8K shares-2.63%2025-12-312026-02-10 SDY Spdr SandP Dividend Etf53.0K shares0.06%2025-12-312026-02-10 JCPB Jpmorgan Core Plus Bond148.4K shares265.74%2025-12-312026-02-10 VBR Vanguard Small Cap Value32.7K shares-0.11%2025-12-312026-02-10 VOE Vanguard Mid Cap Value28.6K shares11.20%2025-12-312026-02-10 NYF iShares New York Muni91.6K shares-1.04%2025-12-312026-02-10 IWR iShares Russell Midcap49.8K shares9.08%2025-12-312026-02-10 BRK.A Berkshire Hathaway Cl A6 shares0.00%2025-12-312026-02-10 VNQ Vanguard Reit50.6K shares14.34%2025-12-312026-02-10 IWN iShares Tr Russell 2000 Value24.6K shares-0.19%2025-12-312026-02-10 IYR iShares US Real Estate35.0K shares-0.53%2025-12-312026-02-10 SCHB Schwab US Broad Market120.4K shares14.57%2025-12-312026-02-10 IWS iShares Russell Midcap Value21.4K shares7.96%2025-12-312026-02-10 JMUB JP Morgan Municipal Etf57.5K shares-1.36%2025-12-312026-02-10 SLYG SPDR SandP 600 Sm Cap Gro27.3K shares-2.66%2025-12-312026-02-10 IWO iShares Tr Russell 2000 Growth7.8K shares-0.41%2025-12-312026-02-10 MDY SPDR SandP MidCap 400 ETF4.2K shares0.00%2025-12-312026-02-10 VEU Vanguard Intl Eqty Index/FTSE26.3K shares0.94%2025-12-312026-02-10 VTES Vanguard Shrt Tax Exempt17.4K shares0.00%2025-12-312026-02-10 VBK Vanguard Small Cap Grwth5.1K shares6.35%2025-12-312026-02-10 IWD iShares Russell 1000 Val6.4K shares-1.53%2025-12-312026-02-10 IWB iShares Tr Russell 1000 Index3.5K shares0.00%2025-12-312026-02-10 IWM iShares Tr Russell 2000 Index5.0K shares0.00%2025-12-312026-02-10 VOT Vanguard Mid Cap Growth3.9K shares0.03%2025-12-312026-02-10 AAPL Apple Inc3.4K shares0.09%2025-12-312026-02-10 MPC Marathon Pete Corp5.2K shares0.53%2025-12-312026-02-10 ICF iShares Tr Cohen and Steer12.8K shares0.00%2025-12-312026-02-10 MSFT Microsoft Corp1.5K shares0.13%2025-12-312026-02-10 VWO Vanguard Msci Emerging12.0K shares200.05%2025-12-312026-02-10 NFLX Netflix Inc6.0K shares900.00%2025-12-312026-02-10 CBRE CBRE Group Inc3.5K shares0.00%2025-12-312026-02-10 AMZN Amazon Com Inc2.4K shares0.00%2025-12-312026-02-10 SHM SPDR Nuveen Barclays Short Ter10.0K shares-23.02%2025-12-312026-02-10 Broadcom Inc Broadcom Inc1.3K shares0.15%2025-12-312026-02-10 CMF iShares California Muni6.3K shares0.00%2025-12-312026-02-10 MUB iShares National Muni Bond2.8K shares0.00%2025-12-312026-02-10 ESGV Vanguard ESSG US Stock2.4K shares0.13%2025-12-312026-02-10 XVV iShares ESG Screened SandP 5005.3K shares0.25%2025-12-312026-02-10 JSCP Jpmorgan Short Duration5.7K sharesnew addition2025-12-312026-02-10 TREX Trex Company Inc7.7K shares-4.94%2025-12-312026-02-10 LMAT Lemaitre Vascular Inc3.3K shares0.24%2025-12-312026-02-10 XOM Exxon Mobil Corporation2.2K shares0.55%2025-12-312026-02-10 VGSH Vanguard Short Term4.3K shares11.11%2025-12-312026-02-10 SHY iShares Tr 1-3 Yr Treas Bond3.0K shares-66.80%2025-12-312026-02-10 SPSM SPDR Portfolio SandP 600 Sm Cap5.2K shares0.00%2025-12-312026-02-10 EUSB Ishares Esg Advnc Ttl5.2K shares0.56%2025-12-312026-02-10 ABBV Abbvie Inc960 shares0.00%2025-12-312026-02-10 VGLT Vanguard Long Term3.6K sharesnew addition2025-12-312026-02-10 ESML iShares ESG Aware MSCI US Sm C4.4K sharesnew addition2025-12-312026-02-10 ORN Orion Marine Group Inc14.8K shares0.00%2025-12-312026-02-10 NWL Newell Brands Inc14.7K shares1.88%2025-12-312026-02-10 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available