KilterHowling
Latest statistics and disclosures from KilterHowling's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, VIG, QQQ, SCHZ, SHYG, and represent 59.63% of KilterHowling's stock portfolio.
- Added to shares of these 10 stocks: SCHZ, AVGO, BIL, SHYG, AAPL, VIG, VOO, COWZ, QQQ, IBM.
- Started 3 new stock positions in IBM, IWD, SCHB.
- Reduced shares in these 3 stocks: GOOGL, SPY, VTI.
- Sold out of its position in GOOGL.
- KilterHowling was a net buyer of stock by $5.8M.
- KilterHowling has $159M in assets under management (AUM), dropping by 8.43%.
- Central Index Key (CIK): 0001759354
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Portfolio Holdings for KilterHowling
KilterHowling holds 50 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 14.0 | $22M | 42k | 527.67 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 12.4 | $20M | +2% | 99k | 198.06 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 12.3 | $20M | 40k | 488.07 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 11.9 | $19M | +4% | 398k | 47.52 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 9.1 | $15M | +4% | 334k | 43.42 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 8.3 | $13M | +5% | 143k | 91.81 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 7.1 | $11M | 124k | 91.31 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 6.5 | $10M | +2% | 178k | 57.83 |
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| Apple (AAPL) | 2.7 | $4.3M | +14% | 18k | 233.00 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.3 | $2.1M | 4.6k | 460.26 |
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| Ishares Tr Russell 3000 Etf (IWV) | 1.1 | $1.7M | 5.2k | 326.73 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.9 | $1.4M | 3.6k | 383.93 |
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| NVIDIA Corporation (NVDA) | 0.8 | $1.3M | 10k | 121.44 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.8 | $1.2M | +8% | 9.7k | 126.18 |
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| Amazon (AMZN) | 0.8 | $1.2M | +2% | 6.5k | 186.33 |
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| Microsoft Corporation (MSFT) | 0.7 | $1.1M | +3% | 2.6k | 430.34 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $1.1M | 5.2k | 210.86 |
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| Broadcom (AVGO) | 0.6 | $883k | +917% | 5.1k | 172.48 |
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| Meta Platforms Cl A (META) | 0.5 | $857k | +3% | 1.5k | 572.27 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.5 | $829k | +7% | 17k | 48.59 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $781k | 2.1k | 375.35 |
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| UnitedHealth (UNH) | 0.5 | $769k | +3% | 1.3k | 584.61 |
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| Visa Com Cl A (V) | 0.4 | $689k | +6% | 2.5k | 274.90 |
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| Tesla Motors (TSLA) | 0.4 | $637k | +4% | 2.4k | 261.63 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $629k | +5% | 5.4k | 117.21 |
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| Eli Lilly & Co. (LLY) | 0.3 | $551k | 622.00 | 886.54 |
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| Oracle Corporation (ORCL) | 0.3 | $551k | 3.2k | 170.39 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $531k | 1.7k | 314.48 |
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| Procter & Gamble Company (PG) | 0.3 | $512k | 3.0k | 173.18 |
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| Cummins (CMI) | 0.3 | $438k | 1.4k | 323.80 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.2 | $384k | +8% | 6.2k | 61.51 |
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| Ishares Tr Msci Gbl Sus Dev (SDG) | 0.2 | $368k | +7% | 4.3k | 84.79 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $347k | 1.6k | 220.95 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $336k | 2.9k | 117.28 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $327k | -2% | 569.00 | 573.80 |
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| Waters Corporation (WAT) | 0.2 | $312k | 867.00 | 359.89 |
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| Ishares Tr Msci Lw Crb Tg (CRBN) | 0.2 | $310k | +3% | 1.6k | 196.16 |
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| Ball Corporation (BALL) | 0.2 | $309k | 4.5k | 67.91 |
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| Spdr Ser Tr Spdr Msci Usa Ge (SHE) | 0.2 | $305k | +3% | 2.7k | 113.59 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.2 | $299k | 2.3k | 132.26 |
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| Ishares Tr Usd Grn Bond Etf (BGRN) | 0.2 | $275k | +6% | 5.7k | 48.34 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $249k | 403.00 | 618.20 |
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| Servicenow (NOW) | 0.2 | $240k | 268.00 | 894.39 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $237k | 1.4k | 167.24 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $236k | 834.00 | 283.02 |
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| International Business Machines (IBM) | 0.1 | $219k | NEW | 991.00 | 221.05 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $214k | 414.00 | 517.78 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $212k | NEW | 3.2k | 66.52 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $202k | NEW | 1.1k | 189.88 |
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| United Microelectronics Corp Spon Adr New (UMC) | 0.1 | $99k | 12k | 8.42 |
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Past Filings by KilterHowling
SEC 13F filings are viewable for KilterHowling going back to 2023
- KilterHowling 2024 Q3 filed Nov. 12, 2024
- KilterHowling 2024 Q2 filed Aug. 14, 2024
- KilterHowling 2024 Q1 filed May 10, 2024
- KilterHowling 2023 Q4 filed Feb. 8, 2024
- KilterHowling 2023 Q3 filed Nov. 8, 2023
- KilterHowling 2023 Q2 filed Aug. 8, 2023
- KilterHowling 2021 Q4 filed May 4, 2023
- KilterHowling 2022 Q1 filed May 4, 2023
- KilterHowling 2022 Q2 filed May 4, 2023
- KilterHowling 2022 Q3 filed May 4, 2023
- KilterHowling 2022 Q4 filed May 4, 2023
- KilterHowling 2023 Q1 filed May 4, 2023