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Size ($ in 1000's)
At 03/31/2024: $311,163
At 12/31/2023: $290,997
Whitcomb & Hess Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Whitcomb & Hess Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Whitcomb & Hess Inc. top holdings by largest position size, as per the latest 13f filing made by Whitcomb & Hess Inc..
In the Whitcomb & Hess Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Whitcomb & Hess Inc. in that top holding, then the share count change between reporting periods, and finally the Whitcomb & Hess Inc. top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| SPDR SER TR (SPYV) |
862,336 |
-73,350 |
$43,203 | | SPYV | 862,336 | -73,350 | $43,203 | | VANGUARD TAX MANAGED FDS (VEA) |
729,409 |
-9,979 |
$36,594 | | VEA | 729,409 | -9,979 | $36,594 | | SPDR SER TR (SPYG) |
391,212 |
-6,183 |
$28,617 | | SPYG | 391,212 | -6,183 | $28,617 | | GOLDMAN SACHS ETF TR (GBIL) |
196,816 |
+14,479 |
$19,857 | | GBIL | 196,816 | +14,479 | $19,857 | | ISHARES TR (IJH) |
290,690 |
+233,209 |
$17,656 | | IJH | 290,690 | +233,209 | $17,656 | | ISHARES TR (IJR) |
146,294 |
+2,331 |
$16,168 | | IJR | 146,294 | +2,331 | $16,168 | | VANGUARD SCOTTSDALE FDS (VMBS) |
317,168 |
+20,473 |
$14,466 | | VMBS | 317,168 | +20,473 | $14,466 | | VANGUARD INTL EQUITY INDEX F (VWO) |
338,992 |
-39,795 |
$14,160 | | VWO | 338,992 | -39,795 | $14,160 | | SPDR SER TR (SPSB) |
463,812 |
+24,287 |
$13,808 | | SPSB | 463,812 | +24,287 | $13,808 | | VANGUARD SCOTTSDALE FDS (VGSH) |
205,340 |
+11,402 |
$11,924 | | VGSH | 205,340 | +11,402 | $11,924 | | INVESCO EXCH TRADED FD TR II (PGHY) |
555,425 |
+21,312 |
$10,953 | | PGHY | 555,425 | +21,312 | $10,953 | | SELECT SECTOR SPDR TR (XLE) |
93,836 |
+24 |
$8,859 | | XLE | 93,836 | +24 | $8,859 | | ISHARES INC (EWP) |
260,911 |
+1,371 |
$8,394 | | EWP | 260,911 | +1,371 | $8,394 | | VANECK ETF TRUST (EMLC) |
327,672 |
+21,668 |
$8,031 | | EMLC | 327,672 | +21,668 | $8,031 | | VANECK ETF TRUST (GDX) |
245,049 |
+15,368 |
$7,748 | | GDX | 245,049 | +15,368 | $7,748 | | GLOBAL X FDS |
168,567 |
+168,567 |
$7,634 | | LIT | 168,567 | +168,567 | $7,634 | | ISHARES INC (ECH) |
274,126 |
+10,933 |
$7,284 | | ECH | 274,126 | +10,933 | $7,284 | | ISHARES INC (EWZ) |
217,621 |
+3,759 |
$7,055 | | EWZ | 217,621 | +3,759 | $7,055 | | ISHARES INC (EWM) |
321,013 |
+15,170 |
$6,995 | | EWM | 321,013 | +15,170 | $6,995 | | SCHWAB STRATEGIC TR |
51,550 |
-1,862 |
$2,011 | | SCHF | 51,550 | -1,862 | $2,011 | | VANGUARD SCOTTSDALE FDS (VGIT) |
33,788 |
+686 |
$1,978 | | VGIT | 33,788 | +686 | $1,978 | | ISHARES TR (SHY) |
22,251 |
+3,096 |
$1,820 | | SHY | 22,251 | +3,096 | $1,820 | | ISHARES TR (ITOT) |
15,668 |
+28 |
$1,807 | | ITOT | 15,668 | +28 | $1,807 | | ISHARES TR (IVW) |
20,719 |
-2,576 |
$1,750 | | IVW | 20,719 | -2,576 | $1,750 | | ISHARES TR (IVE) |
5,962 |
-643 |
$1,114 | | IVE | 5,962 | -643 | $1,114 | | VANECK ETF TRUST (HYEM) |
55,827 |
-253 |
$1,065 | | HYEM | 55,827 | -253 | $1,065 | | MICROSOFT CORP |
2,239 |
-247 |
$942 | | MSFT | 2,239 | -247 | $942 | | SCHWAB STRATEGIC TR |
34,440 |
-8,460 |
$870 | | SCHE | 34,440 | -8,460 | $870 | | DBX ETF TR (HYLB) |
17,999 |
+2,337 |
$643 | | HYLB | 17,999 | +2,337 | $643 | | APPLE INC |
3,481 |
+1 |
$597 | | AAPL | 3,481 | +1 | $597 | | JPMORGAN CHASE & CO |
2,551 |
-3,005 |
$511 | | JPM | 2,551 | -3,005 | $511 | | VANGUARD INDEX FDS (VTI) |
1,934 |
+6 |
$503 | | VTI | 1,934 | +6 | $503 | | VANGUARD STAR FDS (VXUS) |
7,482 |
+9 |
$451 | | VXUS | 7,482 | +9 | $451 | | VANGUARD ADMIRAL FDS INC (VIOO) |
4,160 |
UNCH |
$422 | | VIOO | 4,160 | UNCH | $422 | | LIBERTY ALL STAR EQUITY FD |
57,501 |
+57,501 |
$411 | | USA | 57,501 | +57,501 | $411 | | ISHARES INC (LEMB) |
11,347 |
+88 |
$409 | | LEMB | 11,347 | +88 | $409 | | COLUMBIA SELIGM PREM TECH GR |
12,591 |
+12,591 |
$401 | | STK | 12,591 | +12,591 | $401 | | ISHARES TR (MUB) |
3,475 |
-2 |
$374 | | MUB | 3,475 | -2 | $374 | | SPDR S&P 500 ETF TR (SPY) |
708 |
+2 |
$370 | | SPY | 708 | +2 | $370 | | PENTAIR PLC |
4,193 |
UNCH |
$358 | | PNR | 4,193 | UNCH | $358 | | INVESCO QQQ TR |
800 |
+800 |
$355 | | QQQ | 800 | +800 | $355 | | ABBVIE INC |
1,900 |
-582 |
$346 | | ABBV | 1,900 | -582 | $346 | | NVENT ELECTRIC PLC |
4,192 |
UNCH |
$316 | | NVT | 4,192 | UNCH | $316 | | VANGUARD BD INDEX FDS (BND) |
3,871 |
+750 |
$281 | | BND | 3,871 | +750 | $281 | | CAMBRIA ETF TR (GVAL) |
12,934 |
-5,059 |
$277 | | GVAL | 12,934 | -5,059 | $277 | | VANGUARD SCOTTSDALE FDS (VONG) |
3,119 |
UNCH |
$270 | | VONG | 3,119 | UNCH | $270 | | MERCK & CO INC |
1,876 |
-187 |
$248 | | MRK | 1,876 | -187 | $248 | | SPDR DOW JONES INDL AVERAGE (DIA) |
597 |
UNCH |
$237 | | DIA | 597 | UNCH | $237 | | WENDYS CO |
11,079 |
+144 |
$209 | | WEN | 11,079 | +144 | $209 | | INVESCO EXCH TRADED FD TR II (SPLV) |
3,120 |
+3,120 |
$206 | | SPLV | 3,120 | +3,120 | $206 |
See Full List: All Stocks Held By Whitcomb & Hess Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Whitcomb & Hess Inc.
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