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Size ($ in 1000's)
At 12/31/2023: $133,063
At 09/30/2023: $113,635
KilterHowling LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from KilterHowling LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the KilterHowling LLC top holdings by largest position size, as per the latest 13f filing made by KilterHowling LLC.
In the KilterHowling LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by KilterHowling LLC in that top holding, then the share count change between reporting periods, and finally the KilterHowling LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| SCHWAB STRATEGIC TR |
633,984 |
+393,645 |
$29,315 | | SCHZ | 633,984 | +393,645 | $29,315 | | VANGUARD INDEX FDS (VOO) |
40,544 |
+19,807 |
$18,418 | | VOO | 40,544 | +19,807 | $18,418 | | INVESCO QQQ TR |
38,730 |
+13,151 |
$16,615 | | QQQ | 38,730 | +13,151 | $16,615 | | VANGUARD SPECIALIZED FUNDS (VIG) |
93,666 |
+39,924 |
$16,332 | | VIG | 93,666 | +39,924 | $16,332 | | ISHARES TR (SHYG) |
301,147 |
-63,791 |
$12,714 | | SHYG | 301,147 | -63,791 | $12,714 | | ISHARES TR (USMV) |
117,257 |
+3,752 |
$9,422 | | USMV | 117,257 | +3,752 | $9,422 | | PACER FDS TR |
166,331 |
+3,476 |
$8,621 | | COWZ | 166,331 | +3,476 | $8,621 | | APPLE INC |
15,012 |
+203 |
$2,790 | | AAPL | 15,012 | +203 | $2,790 |  BERKSHIRE HATHAWAY INC DEL |
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$1,777 | | BRK.B | 4,547 | UNCH | $1,777 | | ISHARES TR (IWV) |
5,131 |
+41 |
$1,450 | | IWV | 5,131 | +41 | $1,450 | | VANGUARD INDEX FDS (VUG) |
3,579 |
+6 |
$1,179 | | VUG | 3,579 | +6 | $1,179 | | ISHARES TR (ESGU) |
9,651 |
-591 |
$1,050 | | ESGU | 9,651 | -591 | $1,050 | | MICROSOFT CORP |
2,184 |
+74 |
$898 | | MSFT | 2,184 | +74 | $898 | | AMAZON COM INC |
5,638 |
+26 |
$857 | | AMZN | 5,638 | +26 | $857 | | JPMORGAN CHASE & CO |
4,427 |
-64 |
$774 | | JPM | 4,427 | -64 | $774 | | ISHARES TR (EAGG) |
16,177 |
+660 |
$766 | | EAGG | 16,177 | +660 | $766 | | ISHARES TR (IWF) |
2,073 |
+7 |
$666 | | IWF | 2,073 | +7 | $666 | | VISA INC |
1,708 |
-4 |
$473 | | V | 1,708 | -4 | $473 | | PROCTER AND GAMBLE CO |
2,940 |
-1,849 |
$465 | | PG | 2,940 | -1,849 | $465 | | TESLA INC |
1,865 |
+1,865 |
$463 | | TSLA | 1,865 | +1,865 | $463 | | NVIDIA CORPORATION |
932 |
-437 |
$462 | | NVDA | 932 | -437 | $462 | | ISHARES TR (IWB) |
1,673 |
+14 |
$455 | | IWB | 1,673 | +14 | $455 | | UNITEDHEALTH GROUP INC |
892 |
+200 |
$455 | | UNH | 892 | +200 | $455 | | META PLATFORMS INC |
1,211 |
+1,211 |
$429 | | META | 1,211 | +1,211 | $429 | | BROADCOM INC |
331 |
+331 |
$405 | | AVGO | 331 | +331 | $405 | | EXXON MOBIL CORP |
3,897 |
+577 |
$397 | | XOM | 3,897 | +577 | $397 | | ORACLE CORP |
3,233 |
+3 |
$374 | | ORCL | 3,233 | +3 | $374 | | ELI LILLY & CO |
622 |
UNCH |
$363 | | LLY | 622 | UNCH | $363 | | CUMMINS INC |
1,354 |
UNCH |
$331 | | CMI | 1,354 | UNCH | $331 | | VANGUARD WORLD FD (VSGX) |
6,057 |
+163 |
$330 | | VSGX | 6,057 | +163 | $330 | | ISHARES TR (SDG) |
4,171 |
+324 |
$317 | | SDG | 4,171 | +324 | $317 | | ISHARES TR (IWM) |
1,571 |
UNCH |
$306 | | IWM | 1,571 | UNCH | $306 | | ISHARES TR (IWP) |
2,855 |
+7 |
$303 | | IWP | 2,855 | +7 | $303 | | SPDR S&P 500 ETF TR (SPY) |
579 |
+4 |
$286 | | SPY | 579 | +4 | $286 | | WATERS CORP |
867 |
UNCH |
$278 | | WAT | 867 | UNCH | $278 | | BALL CORP |
4,545 |
UNCH |
$270 | | BALL | 4,545 | UNCH | $270 | | SPDR SER TR (SHE) |
2,675 |
-93 |
$267 | | SHE | 2,675 | -93 | $267 | | ISHARES TR (CRBN) |
1,566 |
-3 |
$265 | | CRBN | 1,566 | -3 | $265 | | ADOBE INC |
414 |
UNCH |
$263 | | ADBE | 414 | UNCH | $263 | | ISHARES TR (IWS) |
2,238 |
+24 |
$258 | | IWS | 2,238 | +24 | $258 | | ISHARES TR (BGRN) |
5,414 |
+358 |
$254 | | BGRN | 5,414 | +358 | $254 | | VANGUARD INDEX FDS (VTI) |
912 |
+912 |
$223 | | VTI | 912 | +912 | $223 | | THERMO FISHER SCIENTIFIC INC |
403 |
UNCH |
$222 | | TMO | 403 | UNCH | $222 | | SERVICENOW INC |
268 |
+268 |
$209 | | NOW | 268 | +268 | $209 | | ALPHABET INC |
1,414 |
-2,549 |
$203 | | GOOG | 1,414 | -2,549 | $203 |
See Full List: All Stocks Held By KilterHowling LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By KilterHowling LLC
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