Whitcomb & Hess, Inc. Top Holdings and 13F Report (2024) About Whitcomb & Hess, Inc.Investment ActivityWhitcomb & Hess, Inc. has $336.22 million in total holdings as of September 30, 2024.Whitcomb & Hess, Inc. owns shares of 56 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 0.25% of the portfolio was purchased this quarter.About 1.69% of the portfolio was sold this quarter.This quarter, Whitcomb & Hess, Inc. has purchased 52 new stocks and bought additional shares in 10 stocks.Whitcomb & Hess, Inc. sold shares of 32 stocks and completely divested from 1 stock this quarter.Largest Holdings SPDR Portfolio S&P 500 Value ETF $45,966,616Vanguard FTSE Developed Markets ETF $39,259,740SPDR Portfolio S&P 500 Growth ETF $32,226,355Alpha Architect 1-3 Month Box ETF $23,266,544iShares Core S&P Mid-Cap ETF $18,325,519 Largest New Holdings this Quarter Invesco S&P 500 Low Volatility ETF $219,339 HoldingIris Energy $104,220 HoldingBit Digital $7,503 HoldingHIVE Digital Technologies $2,438 HoldingBitfarms $969 Holding Largest Purchases this Quarter Global X Lithium & Battery Tech ETF 8,441 shares (about $367.94K)Invesco S&P 500 Low Volatility ETF 3,058 shares (about $219.34K)Iris Energy 23,645 shares (about $104.22K)iShares MSCI Chile ETF 1,962 shares (about $53.52K)Alpha Architect 1-3 Month Box ETF 414 shares (about $45.10K) Largest Sales this Quarter SPDR Portfolio S&P 500 Value ETF 14,944 shares (about $789.94K)SPDR Portfolio S&P 500 Growth ETF 8,319 shares (about $689.98K)Vanguard Mortgage-Backed Securities ETF 8,468 shares (about $399.77K)Vanguard FTSE Developed Markets ETF 7,044 shares (about $371.99K)Vanguard Short-Term Treasury Index ETF 5,242 shares (about $309.38K) 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$45,966,616$789,940 ▼-1.7%869,59213.7%ETFVEAVanguard FTSE Developed Markets ETF$39,259,740$371,994 ▼-0.9%743,41511.7%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$32,226,355$689,978 ▼-2.1%388,5509.6%ETFBOXXAlpha Architect 1-3 Month Box ETF$23,266,544$45,097 ▲0.2%213,5926.9%ETFIJHiShares Core S&P Mid-Cap ETF$18,325,519$270,033 ▼-1.5%294,0555.5%ETFIJRiShares Core S&P Small-Cap ETF$17,459,427$232,633 ▼-1.3%149,2775.2%ETFVWOVanguard FTSE Emerging Markets ETF$16,488,871$232,168 ▼-1.4%344,5954.9%ETFVMBSVanguard Mortgage-Backed Securities ETF$15,237,601$399,774 ▼-2.6%322,7624.5%ETFVGSHVanguard Short-Term Treasury Index ETF$12,303,983$309,383 ▼-2.5%208,4713.7%ETFFLRNSPDR Bloomberg Barclays Investment Grade Floating Rate ETF$12,112,106$292,982 ▼-2.4%392,6133.6%ETFPGHYInvesco Global Short Term High Yield Bond ETF$11,428,614$256,879 ▼-2.2%565,0263.4%ETFGDXVanEck Gold Miners ETF$9,538,905$274,718 ▼-2.8%239,5512.8%ETFEWPiShares MSCI Spain ETF$9,185,842$160,640 ▼-1.7%260,2962.7%ETFEMLCVanEck J.P. Morgan EM Local Currency Bond ETF$8,804,555$239,471 ▼-2.6%346,6362.6%ETFEWMiShares MSCI Malaysia ETF$8,727,479$166,763 ▼-1.9%322,6422.6%FinanceXLEEnergy Select Sector SPDR Fund$8,371,812$7,551 ▼-0.1%95,3512.5%ETFLITGlobal X Lithium & Battery Tech ETF$8,105,215$367,943 ▲4.8%185,9422.4%ETFEWZiShares MSCI Brazil ETF$7,845,048$33,147 ▼-0.4%266,0242.3%ETFECHiShares MSCI Chile ETF$7,838,191$53,523 ▲0.7%287,3242.3%ETFVGITVanguard Intermediate-Term Treasury Index ETF$2,062,739$8,036 ▲0.4%34,1400.6%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$1,927,720$30,148 ▼-1.5%15,3460.6%ETFSCHFSchwab International Equity ETF$1,918,073$201,651 ▼-9.5%46,6460.6%ETFSHYiShares 1-3 Year Treasury Bond ETF$1,882,625$94,127 ▼-4.8%22,6410.6%ManufacturingSPSBSPDR Portfolio Short Term Corporate Bond ETF$1,822,482$22,407 ▼-1.2%60,1880.5%ETFIVWiShares S&P 500 Growth ETF$1,811,707$226,068 ▼-11.1%18,9210.5%ETFIVEiShares S&P 500 Value ETF$1,187,567$11,436 ▲1.0%6,0230.4%ETFHYEMVanEck Emerging Markets High Yield Bond ETF$1,107,734$1,730 ▼-0.2%55,6930.3%ETFSCHESchwab Emerging Markets Equity ETF$920,845$82,756 ▼-8.2%31,5570.3%ETFAAPLApple$818,535$6,291 ▼-0.8%3,5130.2%Computer and TechnologyMSFTMicrosoft$809,167$12,051 ▼-1.5%1,8800.2%Computer and TechnologyHYLBXtrackers USD High Yield Corporate Bond ETF$668,585$25,032 ▼-3.6%18,1090.2%ETFVTIVanguard Total Stock Market ETF$539,408$8,211 ▼-1.5%1,9050.2%ETFVXUSVanguard Total International Stock ETF$483,8070.0%7,4730.1%ETFVIOOVanguard S&P Small-Cap 600 ETF$450,0290.0%4,1600.1%ETFMUBiShares National Muni Bond ETF$445,422$2,933 ▼-0.7%4,1000.1%ETFLEMBiShares J.P. Morgan EM Local Currency Bond ETF$441,944$885 ▼-0.2%11,4910.1%ETFSPYSPDR S&P 500 ETF Trust$425,948$574 ▲0.1%7420.1%FinanceSTKColumbia Seligman Premium Technology Growth Fund$421,6730.0%12,5910.1%Financial ServicesPNRPentair$410,0210.0%4,1930.1%Business ServicesABBVAbbVie$350,626$12,043 ▼-3.3%1,7760.1%MedicalVONGVanguard Russell 1000 Growth ETF$301,0460.0%3,1190.1%ETFBNDVanguard Total Bond Market ETF$297,8760.0%3,9660.1%ETFNVTnVent Electric$294,5300.0%4,1920.1%Computer and TechnologyGVALCambria Global Value ETF$290,349$472 ▼-0.2%12,9130.1%ETFJPMJPMorgan Chase & Co.$284,005$22,138 ▼-7.2%1,3470.1%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$252,5260.0%5970.1%FinanceMRKMerck & Co., Inc.$222,998$1,363 ▲0.6%1,9640.1%MedicalQQQInvesco QQQ$219,6320.0%4500.1%FinanceSPLVInvesco S&P 500 Low Volatility ETF$219,339$219,339 ▲New Holding3,0580.1%ETFWENWendy's$199,601$2,681 ▲1.4%11,3930.1%Retail/WholesaleLQDALiquidia$115,990$10,740 ▲10.2%11,5990.0%MedicalIRENIris Energy$104,220$104,220 ▲New Holding23,6450.0%Oils/EnergyBTBTBit Digital$7,503$7,503 ▲New Holding44,6000.0%Business ServicesCIFRCipher Mining$2,905$1,317 ▲82.9%22,5000.0%Business ServicesHIVEHIVE Digital Technologies$2,438$2,438 ▲New Holding32,5000.0%FinanceBITFBitfarms$969$969 ▲New Holding15,0000.0%Business ServicesCVXChevron$0$204,736 ▼-100.0%00.0%Oils/EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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