KilterHowling
Latest statistics and disclosures from KilterHowling's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHZ, VOO, QQQ, VIG, SHYG, and represent 68.86% of KilterHowling's stock portfolio.
- Added to shares of these 10 stocks: SCHZ, VOO, VIG, SHYG, QQQ, USMV, COWZ, UNH, AAPL, AVGO.
- Reduced shares in these 6 stocks: EAGG, ESGU, VTI, BGRN, VSGX, SDG.
- KilterHowling was a net buyer of stock by $4.2M.
- KilterHowling has $142M in assets under management (AUM), dropping by 6.73%.
- Central Index Key (CIK): 0001759354
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Portfolio Holdings for KilterHowling
KilterHowling holds 46 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 21.0 | $30M | +2% | 651k | 46.00 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 14.0 | $20M | +2% | 41k | 480.70 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 12.3 | $18M | 40k | 444.01 |
|
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| Vanguard Specialized Funds Div App Etf (VIG) | 12.3 | $18M | +2% | 96k | 182.61 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 9.2 | $13M | +2% | 310k | 42.55 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 7.1 | $10M | +2% | 120k | 83.58 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 7.0 | $9.9M | +2% | 170k | 58.11 |
|
| Apple (AAPL) | 1.9 | $2.7M | +6% | 16k | 171.48 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.3 | $1.9M | 4.5k | 420.52 |
|
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| Ishares Tr Russell 3000 Etf (IWV) | 1.1 | $1.5M | 5.1k | 300.08 |
|
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| Vanguard Index Fds Growth Etf (VUG) | 0.9 | $1.2M | 3.6k | 344.23 |
|
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| Amazon (AMZN) | 0.8 | $1.1M | +11% | 6.3k | 180.38 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.8 | $1.1M | 9.5k | 114.96 |
|
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| Microsoft Corporation (MSFT) | 0.7 | $1.0M | +13% | 2.5k | 420.71 |
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $1.0M | +13% | 5.0k | 200.31 |
|
| NVIDIA Corporation (NVDA) | 0.7 | $942k | +11% | 1.0k | 903.91 |
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.5 | $742k | -2% | 16k | 47.06 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $700k | 2.1k | 337.11 |
|
|
| Meta Platforms Cl A (META) | 0.5 | $690k | +17% | 1.4k | 485.64 |
|
| Visa Com Cl A (V) | 0.4 | $640k | +34% | 2.3k | 279.08 |
|
| UnitedHealth (UNH) | 0.4 | $610k | +38% | 1.2k | 494.51 |
|
| Broadcom (AVGO) | 0.4 | $604k | +37% | 456.00 | 1325.41 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $579k | +27% | 5.0k | 116.24 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $484k | 622.00 | 778.49 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $483k | 1.7k | 287.95 |
|
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| Procter & Gamble Company (PG) | 0.3 | $478k | 2.9k | 162.27 |
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| Tesla Motors (TSLA) | 0.3 | $412k | +25% | 2.3k | 175.79 |
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| Oracle Corporation (ORCL) | 0.3 | $406k | 3.2k | 125.61 |
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| Cummins (CMI) | 0.3 | $399k | 1.4k | 294.66 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.2 | $346k | 6.0k | 57.47 |
|
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $331k | 1.6k | 210.36 |
|
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| Ishares Tr Msci Gbl Sus Dev (SDG) | 0.2 | $328k | 4.2k | 78.71 |
|
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $326k | 2.9k | 114.14 |
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| Ball Corporation (BALL) | 0.2 | $306k | 4.5k | 67.36 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $303k | 579.00 | 523.40 |
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| Waters Corporation (WAT) | 0.2 | $298k | 867.00 | 344.23 |
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| Spdr Ser Tr Spdr Msci Usa Ge (SHE) | 0.2 | $283k | 2.7k | 105.87 |
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| Ishares Tr Msci Lw Crb Tg (CRBN) | 0.2 | $282k | 1.6k | 179.48 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.2 | $281k | 2.2k | 125.32 |
|
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| Ishares Tr Usd Grn Bond Etf (BGRN) | 0.2 | $247k | -2% | 5.3k | 46.89 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $234k | 403.00 | 580.86 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $229k | -3% | 880.00 | 259.77 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $215k | 1.4k | 152.26 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $209k | 414.00 | 504.60 |
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| Servicenow (NOW) | 0.1 | $204k | 268.00 | 762.40 |
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| United Microelectronics Corp Spon Adr New (UMC) | 0.1 | $95k | +6% | 12k | 8.09 |
|
Past Filings by KilterHowling
SEC 13F filings are viewable for KilterHowling going back to 2023
- 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