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Whitcomb & Hess

Latest statistics and disclosures from Whitcomb & Hess's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPYV, VEA, SPYG, BOXX, IJH, and represent 48.12% of Whitcomb & Hess's stock portfolio.
Added to shares of these 10 stocks: BOXX, FLBR, SCHF, HYEM, TSLA, VEA, VGIT, FLRN, VGSH, LEMB.
Started 2 new stock positions in FLBR, TSLA.
Reduced shares in these 10 stocks: SPYG, EWZ, SPYV, , IJH, IREN, IJR, PGHY, MUB, LIT.
Sold out of its positions in CIFR, HIVE, MRK, IREN.
Whitcomb & Hess was a net buyer of stock by $1.7M.
Whitcomb & Hess has $324M in assets under management (AUM), dropping by -3.69%.
Central Index Key (CIK): 0001813577

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Portfolio Holdings for Whitcomb & Hess

Whitcomb & Hess holds 54 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	13.6	$44M		863k	51.14	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	11.1	$36M		749k	47.82	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	10.2	$33M	-3%	377k	87.90	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	7.6	$25M	+4%	224k	110.28	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	5.6	$18M		291k	62.31	View chart
Ishares Tr Core S&p Scp Etf (IJR)	5.3	$17M		148k	115.22	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	4.7	$15M		345k	44.04	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	4.5	$15M		324k	45.34	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	3.8	$12M		212k	58.18	View chart
Spdr Ser Tr Bloomberg Invt (FLRN)	3.8	$12M		400k	30.73	View chart
Invesco Exch Traded Fd Tr Ii Global Ex Us Hgh (PGHY)	3.4	$11M		557k	19.65	View chart
Select Sector Spdr Tr Energy (XLE)	2.5	$8.2M		96k	85.66	View chart
Ishares Msci Spain Etf (EWP)	2.5	$8.1M		262k	31.05	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	2.5	$8.1M		239k	33.91	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	2.5	$8.0M		347k	23.11	View chart
Ishares Msci Mly Etf New (EWM)	2.5	$8.0M		324k	24.53	View chart
Global X Fds Lithium Btry Etf (LIT)	2.3	$7.5M		185k	40.78	View chart
Ishares Msci Chile Etf (ECH)	2.2	$7.2M		289k	25.04	View chart
Ishares Msci Brazil Etf (EWZ)	1.6	$5.3M	-11%	234k	22.51	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.7	$2.2M	+11%	38k	58.00	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.6	$1.9M	-2%	15k	128.62	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$1.9M	-2%	18k	101.53	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.6	$1.8M	+113%	100k	18.50	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.6	$1.8M	-2%	22k	81.98	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.6	$1.8M		60k	29.86	View chart
Vaneck Etf Trust Emerging Mrkt Hi (HYEM)	0.4	$1.4M	+29%	72k	19.47	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$1.2M	+6%	6.4k	190.87	View chart
Franklin Templeton Etf Tr Ftse Brazil (FLBR)	0.3	$1.1M	NEW	76k	14.15	View chart
Apple (AAPL)	0.3	$878k		3.5k	250.40	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.3	$843k		32k	26.63	View chart
Microsoft Corporation (MSFT)	0.2	$797k		1.9k	421.61	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.2	$647k		18k	36.08	View chart
Ishares Jp Morgan Em Etf (LEMB)	0.2	$554k	+33%	15k	36.09	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$552k		1.9k	289.80	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$511k	+17%	872.00	586.03	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$441k		4.2k	106.04	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$440k		7.5k	58.93	View chart
Pentair SHS (PNR)	0.1	$422k		4.2k	100.64	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$371k	-15%	3.5k	106.56	View chart
Columbia Seligm Prem Tech Gr (STK)	0.1	$355k	-11%	11k	31.95	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$322k		3.1k	103.30	View chart
Abbvie (ABBV)	0.1	$311k		1.8k	177.69	View chart
JPMorgan Chase & Co. (JPM)	0.1	$308k	-4%	1.3k	239.68	View chart
Tesla Motors (TSLA)	0.1	$294k	NEW	727.00	403.84	View chart
Nvent Electric SHS (NVT)	0.1	$286k		4.2k	68.16	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$285k		4.0k	71.91	View chart
Cambria Etf Tr Global Value Etf (GVAL)	0.1	$269k		13k	20.86	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$254k		597.00	425.37	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$230k		450.00	511.23	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$219k	+2%	3.1k	70.00	View chart
Wendy's/arby's Group (WEN)	0.1	$185k		11k	16.30	View chart
Liquidia Corporation Com New (LQDA)	0.0	$135k		12k	11.76	View chart
Bit Digital SHS (BTBT)	0.0	$103k	-20%	35k	2.93	View chart
Bitfarms Call Option (BITF)	0.0	$2.9k	+53%	23k	0.12	View chart

Past Filings by Whitcomb & Hess

SEC 13F filings are viewable for Whitcomb & Hess going back to 2021

Whitcomb & Hess 2024 Q4 filed Jan. 22, 2025
Whitcomb & Hess 2024 Q3 filed Oct. 2, 2024
Whitcomb & Hess 2024 Q2 filed July 11, 2024
Whitcomb & Hess 2024 Q1 filed April 15, 2024
Whitcomb & Hess 2023 Q4 filed Jan. 17, 2024
Whitcomb & Hess 2023 Q3 filed Oct. 18, 2023
Whitcomb & Hess 2023 Q2 filed July 7, 2023
Whitcomb & Hess 2023 Q1 filed April 19, 2023
Whitcomb & Hess 2022 Q4 filed Jan. 20, 2023
Whitcomb & Hess 2022 Q3 filed Oct. 21, 2022
Whitcomb & Hess 2022 Q2 filed Aug. 4, 2022
Whitcomb & Hess 2022 Q1 filed April 15, 2022
Whitcomb & Hess 2021 Q4 filed Feb. 11, 2022
Whitcomb & Hess 2021 Q3 filed Nov. 15, 2021
Whitcomb & Hess 2021 Q2 filed July 22, 2021

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