Wbh-Advisory
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "TROW", null, "ACN", "MMM", "ABT", "ABBV", "ADBE", "APD", null, null, "GOOGL", "VDE", null, "AXP", null, "SCHH", "T", "BLK", "CAT", "AVGO", "LOW", "BSX", null, null, null, null, "CCI", "CMI", "DUK", null, null, null, null, "GD", "HON", "HD", "MCD", "INTU", null, null, "UNP", "QCOM", null, "ISRG", null, null, "ITW", "AMAT", null, "EMR", null, "MUB", "META", null, null, null, null, "IVW", "IJH", null, null, null, null, null, null, "LIN", null, null, null, null, null, null, null, "MRVL", "MA", "MDT", "MSFT", "MDLZ", "TMUS", "EXC", "FIS", "GE", "HAS", "ODFL", null, "EMN", "BX", "HSY", "AMP", "FAST", "IJR", "IWD", "ORCL", "NOC", "PAYX", "VGIT", null, "VHT", null, "IWF", null, "PEP", "PNC", null, "VGSH", "IEMG", "IVV", "UNH", "AAPL", "SPY", null, "ECL", "NVDA", "GS", "HPE", "INTC", "PLTR", "PRU", "PFE", "LMT", "PG", "MRK", "VZ", null, "MKC", "AMGN", "DGX", "PPG", null, "IEFA", "SCHX", null, null, null, "NOW", "SHW", "SNA", "RTX", "SPDW", "GLD", null, null, null, null, null, null, "AMT", null, "SPLG", null, "IBM", "SBUX", "TGT", "TFC", "TRV", "BIV", "VNQ", "VO", "MET", "VV", "ACWV", null, "VWO", "VSS", "IWV", null, null, null, "VIG", null, "TSCO", null, "XLB", "IEF", null, null, null, null, null, "TT", "SEIC", null, "AFL", "APH", "FI", "AJG", "WM", "AIZ", "GSLC", "AEP", null, null, null, null, "RACE", "AMZN", "SCHB", null, null, "IVE", null, null, null, null, null, "VEU", null, "VGT", null, "VUG", "VFH", "VEA", null, "VOOV", null, "VXUS", "VGLT", "VBK", "BNDX", "VTEB", "BND", "BSV", "VT", "VB", "VOO", "VUSB", null, "VTV", "V", "WMT", "WFC", "YUMC", "YUM", null, null, "LNT", "MTB", "SCHD", "ET", "DVY", "SCHG", null, "SCHF", "SCHA", "NSC", null, "NXPI", null, "CRM", "SUI", "DIA", null, null, null, "IXUS", "MTUM", null, null, "MELI", "DGRO", "GWW", "ESGU", null, "PSA", "FDX", null, "KMB", "AUR", "ADP", "BAC", "BRK-A", "BRK-B", "BDX", null, "BA", "BLND", "BMY", "CSL", "CVX", "CB", "CHDN", "CMG", "CHD", "CTAS", "CSCO", "KO", "CMCSA", "CL", "COP", "CEG", "COST", "GLW", "CVS", "CSX", "DHR", "DE", "DFAC", "RSP", "EWJ", "EFA", "ADI", "USMV", "NEE", "NKE", "MAR", "QQQ", "MDY", "DIS", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "PM", "PH", "MO", "MLM", "XLK", "ITOT", "URI", "VTI", "JPM", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-12
- Total Holdings
- 325
- Total Value
- 1071837794
- Accession Number
- 0001259671-25-000004
- Form Type
- 13F-HR
- CIK
- wbh-advisory
- Manager Name
- Wbh-Advisory
Data Enrichment
70% identified227 identified98 unidentified
Holdings
325 positions
Manager:
Search and click to pin securities to the top
Page 2 of 17
92206C409
Shares:197.5K
Value:$15.6M
81369Y209
Shares:86.5K
Value:$12.6M
78468R853
Shares:295.3K
Value:$12.0M
81369Y704
Shares:84.7K
Value:$11.1M
78464A847
Shares:210.2K
Value:$10.8M
464288588
Shares:112.7K
Value:$10.6M
14020Y102
Shares:413.5K
Value:$9.3M
464287242
Shares:72.1K
Value:$7.8M
46431W507
Shares:149.2K
Value:$7.6M
46138G649
Shares:36.4K
Value:$7.0M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip92206C409)✕ | 197.5K | All Managers (Combined) | $15.6M | ||
203.4K | All Managers (Combined) | $15.4M | |||
709.5K | All Managers (Combined) | $14.0M | |||
116.0K | All Managers (Combined) | $13.9M | |||
106.7K | QoQ -0.52% (-562)YoY +0.36% (+389) | All Managers (Combined) | $13.0M | ||
(cusip81369Y209)✕ | 86.5K | All Managers (Combined) | $12.6M | ||
106.8K | All Managers (Combined) | $12.4M | |||
(cusip78468R853)✕ | 295.3K | All Managers (Combined) | $12.0M | ||
(cusip81369Y704)✕ | 84.7K | All Managers (Combined) | $11.1M | ||
(cusip78464A847)✕ | 210.2K | All Managers (Combined) | $10.8M | ||
(cusip464288588)✕ | 112.7K | All Managers (Combined) | $10.6M | ||
61.6K | All Managers (Combined) | $10.5M | |||
18.8K | QoQ -1.72% (-330)YoY -0.08% (-16) | All Managers (Combined) | $10.0M | ||
(cusip14020Y102)✕ | 413.5K | All Managers (Combined) | $9.3M | ||
107.8K | All Managers (Combined) | $8.4M | |||
14.7K | QoQ -0.84% (-126)YoY -2.37% (-358) | All Managers (Combined) | $8.2M | ||
(cusip464287242)✕ | 72.1K | All Managers (Combined) | $7.8M | ||
(cusip46431W507)✕ | 149.2K | All Managers (Combined) | $7.6M | ||
(cusip46138G649)✕ | 36.4K | QoQ -0.15% (-58)YoY -2.00% (-743) | All Managers (Combined) | $7.0M | |
ELI LILLY & Co(LLYcusip532457108) | 8.4K | All Managers (Combined) | $6.9M |