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Institutional Investment Manager
Whitegate Investment Counselors, Inc.
Whitegate Investment Counselors, Inc. (CIK: 0001667102) incorporated in New Hampshire, located at 143 N. Main St., Concord, NH. Institutional holdings reported to the SEC.
Institutional Holdings (2016Q2)
Original 13F HR (0001667102-16-000002) filed in 2016.08.09
#
Name
Shares
Value ($)
%
Options
Notes
101 ALPHABET INC 905 637 0.18%
102 PEPSICO INC 5,660 600 0.17%
103 FRANKLIN STREET PPTY CP 47,192 579 0.16%
104 ISHARES TR 4,690 539 0.15%
105 PRICE T ROWE GROUP INC 7,068 516 0.14%
106 AMERICAN EXPRESS CO 8,373 509 0.14%
107 SCHWAB US AGGREGATE BOND ETF 9,119 490 0.14%
108 ISHARES TR 5,716 488 0.14%
109 ISHARES TR 18,800 477 0.13%
110 DISCOVERY COMMUNICATNS NEW 18,780 474 0.13%
111 ILLUMINA INC 3,370 473 0.13%
112 VANGUARD BD INDEX FDS 5,807 471 0.13%
113 BANK NEW YORK MELLON CORP 11,617 451 0.13%
114 ABIOMED INC 4,125 451 0.13%
115 GENUINE PARTS CO 4,390 444 0.12%
116 GLOBAL X FDS 37,035 430 0.12%
117 THOMSON REUTERS CORP 10,025 405 0.11%
118 VANGUARD MALVERN FDS 8,026 397 0.11%
119 PIMCO ETF TR 3,900 395 0.11%
120 SCHWAB U.S. LARGE-CAP ETF 7,728 385 0.11%
121 VANGUARD INDEX FDS 3,081 382 0.11%
122 KIMBERLY CLARK CORP 2,645 364 0.10%
123 UNION PAC CORP 4,158 363 0.10%
124 HONEYWELL INTL INC 3,112 362 0.10%
125 UNITED PARCEL SERVICE INC 3,332 359 0.10%
126 GENERAL AMERN INVS CO INC 11,405 352 0.10%
127 HCP INC 9,600 340 0.09%
128 VANGUARD INTL EQUITY INDEX F 7,262 339 0.09%
129 BLACKROCK MUNI 2018 TERM TR 21,175 323 0.09%
130 SPDR S&P 500 ETF TR 1,515 317 0.09%
131 EMERSON ELEC CO 5,660 295 0.08%
132 ISHARES TR 11,200 280 0.08%
133 GUGGENHEIM BULLETSHARES 2016 CORPORATE BOND ETF 12,565 277 0.08%
134 BLACKROCK MUN 2020 TERM TR 16,400 268 0.07%
135 ISHARES TR 2,430 263 0.07%
136 VANGUARD INDEX FDS 2,850 243 0.07%
137 SYSCO CORP 4,600 233 0.06%
138 DISCOVERY C 9,785 233 0.06%
139 TOTAL S A 4,843 233 0.06%
140 W P Carey & Co LLC 3,350 233 0.06%
141 CIGNA CORPORATION 1,800 230 0.06%
142 ISHARES TR 9,000 228 0.06%
143 SELECT SECTOR SPDR TR 4,225 222 0.06%
144 SCHWAB U.S. MID-CAP ETF 5,049 212 0.06%
145 ALPHABET INC 301 208 0.06%
146 LINCOLN ELEC HLDGS INC 3,525 208 0.06%
147 VANGUARD BD INDEX FDS 2,325 205 0.06%
148 DANAHER CORP DEL 1,983 200 0.06%
149 ICAD INC 25,307 132 0.04%
150 MAN WAH HOLDINGS LTD 31,000 45 0.01%
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