Whitegate Investment Counselors, Inc. Top Holdings and 13F Report (2025) About Whitegate Investment Counselors, Inc.Investment ActivityWhitegate Investment Counselors, Inc. has $291.70 million in total holdings as of December 31, 2024.Whitegate Investment Counselors, Inc. owns shares of 66 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 4.89% of the portfolio was purchased this quarter.About 28.44% of the portfolio was sold this quarter.This quarter, Whitegate Investment Counselors, Inc. has purchased 66 new stocks and bought additional shares in 16 stocks.Whitegate Investment Counselors, Inc. sold shares of 27 stocks and completely divested from 4 stocks this quarter.Largest Holdings Berkshire Hathaway $35,174,074Vanguard Growth ETF $21,353,818iShares Russell 1000 Growth ETF $21,125,599Vanguard Small-Cap ETF $19,584,892Vanguard Dividend Appreciation ETF $18,131,731 Largest New Holdings this Quarter Vanguard Short-Term Treasury Index ETF $211,775 HoldingFlexshopper Inc Rts $0 Holding Largest Purchases this Quarter Schwab US Dividend Equity ETF 353,886 shares (about $9.67M)JPMorgan Ultra-Short Municipal ETF 51,660 shares (about $2.62M)Schwab US Broad Market ETF 63,583 shares (about $1.44M)Vanguard FTSE All-World ex-US ETF 3,839 shares (about $220.40K)Vanguard Short-Term Treasury Index ETF 3,640 shares (about $211.78K) Largest Sales this Quarter Vanguard Mid-Cap ETF 38,317 shares (about $10.12M)iShares Russell 1000 Growth ETF 20,815 shares (about $8.36M)Vanguard Small-Cap ETF 34,422 shares (about $8.27M)Vanguard Growth ETF 18,480 shares (about $7.59M)1/100 Berkshire Htwy Cla 1,000 shares (about $6.81M) 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$35,174,074$755,164 ▼-2.1%77,59912.1%FinanceVUGVanguard Growth ETF$21,353,818$7,585,026 ▼-26.2%52,0267.3%ETFIWFiShares Russell 1000 Growth ETF$21,125,599$8,358,920 ▼-28.4%52,6067.2%ETFVBVanguard Small-Cap ETF$19,584,892$8,270,981 ▼-29.7%81,5086.7%ETFVIGVanguard Dividend Appreciation ETF$18,131,731$3,001,491 ▼-14.2%92,5896.2%ETFSCHDSchwab US Dividend Equity ETF$16,145,570$9,668,180 ▲149.3%590,9795.5%ETFVTVVanguard Value ETF$14,466,566$4,501,533 ▼-23.7%85,4495.0%ETFVEAVanguard FTSE Developed Markets ETF$11,973,679$3,997,188 ▼-25.0%250,3904.1%ETFIWPiShares Russell Mid-Cap Growth ETF$10,026,020$2,382,035 ▼-19.2%79,1003.4%ETFVCSHVanguard Short-Term Corporate Bond ETF$8,784,410$2,720,448 ▼-23.6%112,6063.0%ETFVOVanguard Mid-Cap ETF$8,702,806$10,120,961 ▼-53.8%32,9483.0%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$8,379,839$2,657,009 ▼-24.1%173,0652.9%ManufacturingSDYSPDR S&P Dividend ETF$7,602,872$51,256 ▲0.7%57,5532.6%ETFEFAiShares MSCI EAFE ETF$7,341,201$151 ▼0.0%97,0932.5%FinanceVBRVanguard Small-Cap Value ETF$7,038,424$4,052,420 ▼-36.5%35,5152.4%ETFNYFiShares New York Muni Bond ETF$6,003,2160.0%112,8002.1%ETF1/100 Berkshire Htwy Cla$5,447,360$6,809,200 ▼-55.6%8001.9%Class AIWNiShares Russell 2000 Value ETF$4,397,446$493 ▲0.0%26,7851.5%ETFJMSTJPMorgan Ultra-Short Municipal ETF$4,222,368$2,619,679 ▲163.5%83,2651.4%ETFVOEVanguard Mid-Cap Value ETF$4,151,918$3,916,699 ▼-48.5%25,6651.4%ETFVNQVanguard Real Estate ETF$4,070,194$1,262,989 ▼-23.7%45,6911.4%ETFIWRiShares Russell Mid-Cap ETF$4,030,990$73,815 ▼-1.8%45,5991.4%ETFMUBiShares National Muni Bond ETF$3,625,896$346,820 ▼-8.7%34,0301.2%ETFIYRiShares U.S. Real Estate ETF$3,333,938$1,258,288 ▼-27.4%35,8251.1%ETFIWSiShares Russell Mid-Cap Value ETF$2,563,1300.0%19,8170.9%ETFVTESVanguard Short-Term Tax-Exempt Bond ETF$2,490,711$86,215 ▼-3.3%24,8450.9%ETFIWOiShares Russell 2000 Growth ETF$2,433,5250.0%8,4550.8%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$2,430,324$1,959,583 ▼-44.6%26,8980.8%ETFMDYSPDR S&P MidCap 400 ETF Trust$2,363,7570.0%4,1500.8%ETFSCHBSchwab US Broad Market ETF$1,937,705$1,443,342 ▲292.0%85,3610.7%ETFVTEBVanguard Tax-Exempt Bond ETF$1,586,113$132,844 ▼-7.7%31,6400.5%ETFVBKVanguard Small-Cap Growth ETF$1,334,236$39,489 ▼-2.9%4,7640.5%ETFIWDiShares Russell 1000 Value ETF$1,268,6950.0%6,8530.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,219,989$6,074,266 ▼-83.3%12,5900.4%FinanceIWBiShares Russell 1000 ETF$1,149,4660.0%3,5680.4%ETFVEUVanguard FTSE All-World ex-US ETF$1,148,889$220,397 ▲23.7%20,0120.4%ETFSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$1,118,024$18,956 ▼-1.7%23,5920.4%FinanceIWMiShares Russell 2000 ETF$1,115,841$1,105 ▲0.1%5,0490.4%FinanceSHYiShares 1-3 Year Treasury Bond ETF$1,078,493$82,229 ▼-7.1%13,1550.4%ManufacturingICFiShares Cohen & Steers REIT ETF$1,067,5050.0%17,7150.4%ETFAAPLApple$903,180$501 ▲0.1%3,6060.3%Computer and TechnologyVOTVanguard Mid-Cap Growth ETF$794,035$2,205,991 ▼-73.5%3,1290.3%ETFPGProcter & Gamble$756,9390.0%4,5150.3%Consumer StaplesXOMExxon Mobil$748,329$22,592 ▲3.1%6,9560.3%Oils/EnergyMPCMarathon Petroleum$702,582$4,185 ▲0.6%5,0360.2%Oils/EnergyMSFTMicrosoft$575,712$422 ▲0.1%1,3650.2%Computer and TechnologyTREXTrex$559,1430.0%8,1000.2%ConstructionNFLXNetflix$534,7920.0%6000.2%Consumer DiscretionaryAMZNAmazon.com$526,5360.0%2,4000.2%Retail/WholesaleCBRECBRE Group$453,6060.0%3,4550.2%FinanceBroadcom Inc$438,587$464 ▲0.1%1,8910.2%CommonSPSMSPDR Portfolio S&P 600 Small Cap ETF$435,2100.0%9,6880.1%ETFVOOVanguard S&P 500 ETF$372,179$22,115 ▲6.3%6900.1%ETFCMFiShares California Muni Bond ETF$363,7280.0%6,3500.1%ETFPFEPfizer$330,2980.0%12,4500.1%MedicalLMATLeMaitre Vascular$301,796$461 ▲0.2%3,2750.1%MedicalIWYiShares Russell Top 200 Growth ETF$299,342$706 ▲0.2%1,2720.1%ETFABBVAbbVie$294,9820.0%1,6600.1%MedicalPrimary Bank$270,6000.0%11,0000.1%CommonMRKMerck & Co., Inc.$267,683$1,393 ▲0.5%2,6900.1%MedicalVGSHVanguard Short-Term Treasury Index ETF$211,775$211,775 ▲New Holding3,6400.1%ETFORNOrion Group$108,4840.0%14,8000.0%ConstructionFPAYFlexShopper$22,2300.0%13,0000.0%FinanceHypersolar Inc$3,3180.0%146,8330.0%CommonFlexshopper Inc Rts$0New Holding26,0000.0%CommonAdelphia Commun Cp Clxxx$00.0%100,0000.0%CommonVWOVanguard FTSE Emerging Markets ETF$0$227,518 ▼-100.0%00.0%ETFCERSCerus$0$50,545 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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