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 • $1.1B total value
Manager:
Search and click to pin securities to the top
Page 7 of 17
46434G855
Shares:35.6K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$1.1B)
464288620
Shares:25.7K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$1.1B)
78463X202
Shares:22.8K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.1B)
37954Y673
Shares:32.8K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.1B)
464289438
Shares:5.4K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.1B)
46137V431
Shares:11.3K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.1B)
46429B655
Shares:20.8K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.1B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
DEERE & CO(DEcusip244199105) | 3.0K | QoQ -3.28% (-101)YoY -2.71% (-83) | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.1B) | |
ORACLE CORP(ORCLcusip68389X105) | 10.0K | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.1B) | ||
(cusip46434G855)✕ | 35.6K | YoY NEW(+35.6K) | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.1B) | YoY NEW(+$1.4M) |
CHEVRON CORP(CVXcusip166764100) | 8.1K | QoQ -4.82% (-413)YoY -7.12% (-624) | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.1B) | |
Public Storage(PSAcusip74460D109) | 4.5K | QoQ +4.77% (+204)YoY +4.72% (+202) | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.1B) | |
(cusip464288620)✕ | 25.7K | QoQ +0.19% (+50)YoY +0.95% (+243) | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.1B) | |
COCA COLA CO(KOcusip191216100) | 18.2K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.1B) | ||
(cusip78463X202)✕ | 22.8K | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.1B) | ||
(cusip37954Y673)✕ | 32.8K | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.1B) | ||
NIKE, Inc.(NKEcusip654106103) | 19.2K | QoQ -3.99% (-798)YoY -3.79% (-758) | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.1B) | |
EXXON MOBIL CORP(XOMcusip30231G102) | 10.1K | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.1B) | ||
| 3.9K | QoQ -2.30% (-93)YoY +8.94% (+323) | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.1B) | ||
| 9.6K | QoQ +0.56% (-54)YoY -2.18% (-215) | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.1B) | ||
| 39.4K | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.1B) | |||
(cusip464289438)✕ | 5.4K | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.1B) | ||
(cusip46137V431)✕ | 11.3K | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.1B) | ||
| 9.4K | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.1B) | |||
| 3.2K | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.1B) | |||
| 8.3K | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.1B) | |||
(cusip46429B655)✕ | 20.8K | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.1B) |