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 | $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 | $203 |
See Full List: All Stocks Held By KilterHowling LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By KilterHowling LLC
Size ($ 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 |