Whitegate Investment Counselors, Inc. Top Holdings and 13F Report (2024) About Whitegate Investment Counselors, Inc.Investment ActivityWhitegate Investment Counselors, Inc. has $376.88 million in total holdings as of September 30, 2024.Whitegate Investment Counselors, Inc. owns shares of 66 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 1.21% of the portfolio was purchased this quarter.About 1.62% of the portfolio was sold this quarter.This quarter, Whitegate Investment Counselors, Inc. has purchased 65 new stocks and bought additional shares in 21 stocks.Whitegate Investment Counselors, Inc. sold shares of 26 stocks and completely divested from 1 stock this quarter.Largest Holdings Berkshire Hathaway $36,482,508iShares Russell 1000 Growth ETF $27,560,948Vanguard Small-Cap ETF $27,499,785Vanguard Growth ETF $27,069,258Vanguard Dividend Appreciation ETF $21,373,783 Largest New Holdings this Quarter JPMorgan Ultra-Short Municipal ETF $1,609,958 Holding Largest Purchases this Quarter JPMorgan Ultra-Short Municipal ETF 31,605 shares (about $1.61M)Schwab US Broad Market ETF 17,950 shares (about $1.19M)iShares Core U.S. Aggregate Bond ETF 7,195 shares (about $728.64K)Broadcom Inc 1,696 shares (about $292.49K)Vanguard Short-Term Inflation-Protected Securities ETF 5,467 shares (about $269.58K) Largest Sales this Quarter iShares New York Muni Bond ETF 19,720 shares (about $1.07M)SPDR Nuveen Barclays Short Term Municipal Bond ETF 14,485 shares (about $697.31K)Schwab US Dividend Equity ETF 8,088 shares (about $683.68K)iShares Russell 1000 Growth ETF 1,788 shares (about $671.18K)Vanguard Dividend Appreciation ETF 2,668 shares (about $528.42K) 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$36,482,508$260,047 ▼-0.7%79,2659.7%FinanceIWFiShares Russell 1000 Growth ETF$27,560,948$671,184 ▼-2.4%73,4217.3%ETFVBVanguard Small-Cap ETF$27,499,785$14,707 ▼-0.1%115,9307.3%ETFVUGVanguard Growth ETF$27,069,258$139,750 ▼-0.5%70,5067.2%ETFVIGVanguard Dividend Appreciation ETF$21,373,783$528,423 ▼-2.4%107,9165.7%ETFSCHDSchwab US Dividend Equity ETF$20,041,447$683,678 ▼-3.3%237,0935.3%ETFVTVVanguard Value ETF$19,558,464$17,806 ▼-0.1%112,0385.2%ETFVOVanguard Mid-Cap ETF$18,801,864$69,915 ▼-0.4%71,2655.0%ETFVEAVanguard FTSE Developed Markets ETF$17,637,373$231,730 ▲1.3%333,9784.7%ETF1/100 Berkshire Htwy Cla$12,441,2400.0%1,8003.3%CommonVCSHVanguard Short-Term Corporate Bond ETF$11,712,817$23,270 ▲0.2%147,4793.1%ETFIWPiShares Russell Mid-Cap Growth ETF$11,481,911$5,395 ▲0.0%97,8933.0%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$11,239,671$269,578 ▲2.5%227,9393.0%ManufacturingVBRVanguard Small-Cap Value ETF$11,236,270$28,310 ▲0.3%55,9633.0%ETFVOEVanguard Mid-Cap Value ETF$8,362,694$113,512 ▼-1.3%49,8762.2%ETFEFAiShares MSCI EAFE ETF$8,120,054$305,668 ▼-3.6%97,0952.2%FinanceSDYSPDR S&P Dividend ETF$8,119,730$232,520 ▼-2.8%57,1652.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$7,623,145$728,642 ▲10.6%75,2752.0%FinanceNYFiShares New York Muni Bond ETF$6,128,424$1,071,388 ▼-14.9%112,8001.6%ETFVNQVanguard Real Estate ETF$5,832,472$246,669 ▼-4.1%59,8691.5%ETFIYRiShares U.S. Real Estate ETF$5,026,833$5,603 ▼-0.1%49,3461.3%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$4,523,883$7,635 ▲0.2%48,5861.2%ETFIWNiShares Russell 2000 Value ETF$4,467,755$159,146 ▼-3.4%26,7821.2%ETFIWRiShares Russell Mid-Cap ETF$4,092,700$203,604 ▼-4.7%46,4341.1%ETFMUBiShares National Muni Bond ETF$4,050,2690.0%37,2851.1%ETFVOTVanguard Mid-Cap Growth ETF$2,878,199$7,791 ▲0.3%11,8220.8%ETFIWSiShares Russell Mid-Cap Value ETF$2,620,7980.0%19,8170.7%ETFVTESVanguard Short-Term Tax-Exempt Bond ETF$2,607,001$10,649 ▼-0.4%25,7050.7%ETFIWOiShares Russell 2000 Growth ETF$2,401,138$89,173 ▼-3.6%8,4550.6%ETFMDYSPDR S&P MidCap 400 ETF Trust$2,364,0890.0%4,1500.6%ETFVTEBVanguard Tax-Exempt Bond ETF$1,752,904$164,606 ▼-8.6%34,2900.5%ETFJMSTJPMorgan Ultra-Short Municipal ETF$1,609,958$1,609,958 ▲New Holding31,6050.4%ETFSCHBSchwab US Broad Market ETF$1,448,642$1,194,009 ▲468.9%21,7780.4%ETFVBKVanguard Small-Cap Growth ETF$1,311,350$20,853 ▲1.6%4,9050.3%ETFIWDiShares Russell 1000 Value ETF$1,300,699$32,266 ▼-2.4%6,8530.3%ETFSHYiShares 1-3 Year Treasury Bond ETF$1,177,258$75,335 ▼-6.0%14,1580.3%ManufacturingICFiShares Cohen & Steers REIT ETF$1,167,595$142,366 ▼-10.9%17,7150.3%ETFSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$1,154,974$697,307 ▼-37.6%23,9920.3%FinanceIWBiShares Russell 1000 ETF$1,121,7430.0%3,5680.3%ETFIWMiShares Russell 2000 ETF$1,114,191$94,764 ▼-7.8%5,0440.3%FinanceVEUVanguard FTSE All-World ex-US ETF$1,018,895$6,867 ▲0.7%16,1730.3%ETFAAPLApple$839,692$932 ▲0.1%3,6040.2%Computer and TechnologyMPCMarathon Petroleum$815,585$4,236 ▲0.5%5,0060.2%Oils/EnergyXOMExxon Mobil$790,764$1,407 ▲0.2%6,7460.2%Oils/EnergyPGProcter & Gamble$781,9980.0%4,5150.2%Consumer StaplesMSFTMicrosoft$586,855$1,291 ▲0.2%1,3640.2%Computer and TechnologyTREXTrex$539,298$133,160 ▲32.8%8,1000.1%ConstructionAMZNAmazon.com$447,1920.0%2,4000.1%Retail/WholesaleSPSMSPDR Portfolio S&P 600 Small Cap ETF$440,901$38,866 ▼-8.1%9,6880.1%ETFCBRECBRE Group$430,0780.0%3,4550.1%FinanceNFLXNetflix$425,5620.0%6000.1%Consumer DiscretionaryCMFiShares California Muni Bond ETF$368,9980.0%6,3500.1%ETFPFEPfizer$360,3030.0%12,4500.1%MedicalVOOVanguard S&P 500 ETF$342,456$5,277 ▲1.6%6490.1%ETFABBVAbbVie$327,8160.0%1,6600.1%MedicalBroadcom Inc$325,771$292,487 ▲878.8%1,8890.1%CommonMRKMerck & Co., Inc.$303,899$1,476 ▲0.5%2,6760.1%MedicalLMATLeMaitre Vascular$303,787$557 ▲0.2%3,2700.1%MedicalIWYiShares Russell Top 200 Growth ETF$279,345$38,303 ▼-12.1%1,2690.1%ETFPrimary Bank$258,5000.0%11,0000.1%CommonVWOVanguard FTSE Emerging Markets ETF$227,518$239 ▲0.1%4,7550.1%ETFORNOrion Group$85,3960.0%14,8000.0%ConstructionCERSCerus$50,5450.0%29,0490.0%MedicalFPAYFlexShopper$13,3900.0%13,0000.0%FinanceHypersolar Inc$4,0990.0%146,8330.0%CommonAdelphia Commun Cp Clxxx$00.0%100,0000.0%CommonShowing largest 100 holdings. 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