Whitegate Investment Counselors, Inc. Top Holdings and 13F Report (2025) About Whitegate Investment Counselors, Inc.Investment ActivityWhitegate Investment Counselors, Inc. has $281.75 million in total holdings as of March 31, 2025.Whitegate Investment Counselors, Inc. owns shares of 66 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 2.84% of the portfolio was purchased this quarter.About 6.26% of the portfolio was sold this quarter.This quarter, Whitegate Investment Counselors, Inc. has purchased 66 new stocks and bought additional shares in 14 stocks.Whitegate Investment Counselors, Inc. sold shares of 34 stocks and completely divested from 6 stocks this quarter.Largest Holdings Berkshire Hathaway $38,503,936Vanguard Growth ETF $19,182,040iShares Russell 1000 Growth ETF $17,822,068Vanguard Small-Cap ETF $17,585,647Vanguard Dividend Appreciation ETF $17,316,791 Largest New Holdings this Quarter 084670108 - Berkshire Hathaway $4,790,649 Holding46641Q670 - JPMorgan Core Plus Bond ETF $1,086,560 Holding921910873 - Vanguard Mega Cap ETF $272,869 Holding46641Q647 - JPMorgan Municipal ETF $246,500 Holding651229106 - Newell Brands $93,985 Holding Largest Purchases this Quarter Berkshire Hathaway 6 shares (about $4.79M)JPMorgan Core Plus Bond ETF 23,098 shares (about $1.09M)Vanguard FTSE All-World ex-US ETF 8,886 shares (about $539.03K)Schwab US Broad Market ETF 19,307 shares (about $415.68K)Vanguard Mega Cap ETF 1,355 shares (about $272.87K) Largest Sales this Quarter Berkshire Hathaway 5,302 shares (about $2.82M)Schwab US Dividend Equity ETF 50,636 shares (about $1.42M)iShares Russell 1000 Growth ETF 3,250 shares (about $1.17M)Vanguard Value ETF 4,898 shares (about $846.08K)Vanguard Dividend Appreciation ETF 3,323 shares (about $644.63K) 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$38,503,936$2,823,739 ▼-6.8%72,29713.7%FinanceVUGVanguard Growth ETF$19,182,040$110,506 ▼-0.6%51,7286.8%ETFIWFiShares Russell 1000 Growth ETF$17,822,068$1,173,550 ▼-6.2%49,3566.3%ETFVBVanguard Small-Cap ETF$17,585,647$488,964 ▼-2.7%79,3036.2%ETFVIGVanguard Dividend Appreciation ETF$17,316,791$644,632 ▼-3.6%89,2666.1%ETFSCHDSchwab US Dividend Equity ETF$15,108,016$1,415,785 ▼-8.6%540,3435.4%ETFVTVVanguard Value ETF$13,914,397$846,082 ▼-5.7%80,5514.9%ETFVEAVanguard FTSE Developed Markets ETF$12,593,286$134,039 ▼-1.1%247,7534.5%ETFIWPiShares Russell Mid-Cap Growth ETF$9,236,349$57,218 ▼-0.6%78,6133.3%ETFVCSHVanguard Short-Term Corporate Bond ETF$8,770,610$118,569 ▼-1.3%111,1043.1%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$8,433,094$202,894 ▼-2.3%168,9993.0%ManufacturingVOVanguard Mid-Cap ETF$7,958,997$562,256 ▼-6.6%30,7742.8%ETFEFAiShares MSCI EAFE ETF$7,743,345$192,065 ▼-2.4%94,7432.7%FinanceSDYSPDR S&P Dividend ETF$7,446,186$362,676 ▼-4.6%54,8802.6%ETFVBRVanguard Small-Cap Value ETF$6,274,091$342,030 ▼-5.2%33,6792.2%ETFNYFiShares New York Muni Bond ETF$5,753,328$185,591 ▼-3.1%109,2752.0%ETFBRK.ABerkshire Hathaway$4,790,649$4,790,649 ▲New Holding61.7%FinanceJMSTJPMorgan Ultra-Short Municipal ETF$4,384,032$150,007 ▲3.5%86,2151.6%ETFVOEVanguard Mid-Cap Value ETF$4,077,722$42,543 ▼-1.0%25,4001.4%ETFIWNiShares Russell 2000 Value ETF$4,036,974$7,096 ▼-0.2%26,7381.4%ETFVNQVanguard Real Estate ETF$4,019,037$117,885 ▼-2.8%44,3891.4%ETFIWRiShares Russell Mid-Cap ETF$3,876,708$2,467 ▼-0.1%45,5701.4%ETFMUBiShares National Muni Bond ETF$3,513,260$74,862 ▼-2.1%33,3201.2%ETFIYRiShares U.S. Real Estate ETF$3,430,825$575 ▲0.0%35,8311.2%ETFIWSiShares Russell Mid-Cap Value ETF$2,496,3470.0%19,8170.9%ETFSCHBSchwab US Broad Market ETF$2,253,505$415,680 ▲22.6%104,6680.8%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$2,220,799$11,786 ▼-0.5%26,7560.8%ETFMDYSPDR S&P MidCap 400 ETF Trust$2,213,9420.0%4,1500.8%ETFIWOiShares Russell 2000 Growth ETF$2,160,5450.0%8,4550.8%ETFVTESVanguard Short-Term Tax-Exempt Bond ETF$2,123,776$373,395 ▼-15.0%21,1300.8%ETFVEUVanguard FTSE All-World ex-US ETF$1,752,978$539,033 ▲44.4%28,8980.6%ETFVTEBVanguard Tax-Exempt Bond ETF$1,459,076$110,901 ▼-7.1%29,4050.5%ETFIWDiShares Russell 1000 Value ETF$1,247,312$42,148 ▼-3.3%6,6290.4%ETFVBKVanguard Small-Cap Growth ETF$1,226,426$26,941 ▲2.2%4,8710.4%ETFSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$1,115,125$7,854 ▼-0.7%23,4270.4%FinanceIWBiShares Russell 1000 ETF$1,091,687$2,761 ▼-0.3%3,5590.4%ETFJCPBJPMorgan Core Plus Bond ETF$1,086,560$1,086,560 ▲New Holding23,0980.4%ETFIWMiShares Russell 2000 ETF$1,005,074$2,194 ▼-0.2%5,0380.4%FinanceAGGiShares Core U.S. Aggregate Bond ETF$976,876$268,579 ▼-21.6%9,8750.3%FinanceSHYiShares 1-3 Year Treasury Bond ETF$921,696$166,618 ▼-15.3%11,1410.3%ManufacturingVOTVanguard Mid-Cap Growth ETF$846,574$80,987 ▲10.6%3,4600.3%ETFXOMExxon Mobil$828,781$1,427 ▲0.2%6,9680.3%EnergyAAPLApple$801,746$666 ▲0.1%3,6090.3%Computer and TechnologyICFiShares Select U.S. REIT ETF$794,659$295,344 ▼-27.1%12,9150.3%ETFPGProcter & Gamble$769,4460.0%4,5150.3%Consumer StaplesMPCMarathon Petroleum$738,577$4,808 ▲0.7%5,0690.3%EnergyVOOVanguard S&P 500 ETF$590,898$236,051 ▲66.5%1,1490.2%ETFMSFTMicrosoft$572,579$60,074 ▲11.7%1,5250.2%Computer and TechnologyNFLXNetflix$559,5180.0%6000.2%Consumer DiscretionaryTREXTrex$470,6100.0%8,1000.2%ConstructionAMZNAmazon.com$457,575$951 ▲0.2%2,4050.2%Retail/WholesaleCBRECBRE Group$451,8450.0%3,4550.2%FinanceCMFiShares California Muni Bond ETF$357,3780.0%6,3500.1%ETFPFEPfizer$315,4830.0%12,4500.1%MedicalLMATLeMaitre Vascular$275,463$671 ▲0.2%3,2830.1%MedicalMGCVanguard Mega Cap ETF$272,869$272,869 ▲New Holding1,3550.1%ETFJMUBJPMorgan Municipal ETF$246,500$246,500 ▲New Holding4,9300.1%ETFMRKMerck & Co., Inc.$243,056$1,616 ▲0.7%2,7080.1%MedicalBroadcom Inc$217,065$99,656 ▼-31.5%1,2960.1%CommonSPSMSPDR Portfolio S&P 600 Small Cap ETF$214,354$180,599 ▼-45.7%5,2580.1%ETFVGSHVanguard Short-Term Treasury ETF$213,6310.0%3,6400.1%ETFABBVAbbVie$201,139$146,664 ▼-42.2%9600.1%MedicalNWLNewell Brands$93,985$93,985 ▲New Holding15,1580.0%Consumer StaplesORNOrion Group$77,4040.0%14,8000.0%ConstructionFPAYFlexShopper$16,6400.0%13,0000.0%FinanceAdelphia Commun Cp Clxxx$00.0%100,0000.0%Common1/100 Berkshire Htwy Cla$0$5,447,360 ▼-100.0%00.0%Class AIWYiShares Russell Top 200 Growth ETF$0$299,342 ▼-100.0%00.0%ETFPrimary Bank$0$270,600 ▼-100.0%00.0%CommonHypersolar Inc$0$3,318 ▼-100.0%00.0%CommonFlexshopper Inc Rts$0-100.0%00.0%CommonShowing largest 100 holdings. 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