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

SEC FilingSEC DataHachi Filing

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% identified

227 identified98 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

325 positions • $1,071,837.794K total value

325 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 7 of 17

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DEERE & CO

DE|244199105

Shares:3.0K

Value:$1.4M

ORACLE CORP

ORCL|68389X105

Shares:10.0K

Value:$1.4M

46434G855

Shares:35.6K

Value:$1.4M

CHEVRON CORP

CVX|166764100

Shares:8.1K

Value:$1.4M

Public Storage

PSA|74460D109

Shares:4.5K

Value:$1.3M

464288620

Shares:25.7K

Value:$1.3M

COCA COLA CO

KO|191216100

Shares:18.2K

Value:$1.3M

78463X202

Shares:22.8K

Value:$1.2M

37954Y673

Shares:32.8K

Value:$1.2M

NIKE, Inc.

NKE|654106103

Shares:19.2K

Value:$1.2M

EXXON MOBIL CORP

XOM|30231G102

Shares:10.1K

Value:$1.2M

Chubb Ltd

CB|H1467J104

Shares:3.9K

Value:$1.2M

46435G425

ESGU|46435G425

Shares:9.6K

Value:$1.2M

CSX CORP

CSX|126408103

Shares:39.4K

Value:$1.2M

464289438

Shares:5.4K

Value:$1.1M

46137V431

Shares:11.3K

Value:$1.1M

464286525

ACWV|464286525

Shares:9.4K

Value:$1.1M

Arthur J. Gallagher & Co.

AJG|363576109

Shares:3.2K

Value:$1.1M

RTX Corp

RTX|75513E101

Shares:8.3K

Value:$1.1M

46429B655

Shares:20.8K

Value:$1.1M

Instrument	Shares		Other Manager	Value
DEERE & CO(DEcusip244199105)	3.0K	QoQ -3.28% (-101) YoY -2.71% (-83)	All Managers (Combined)	$1.4M	QoQ +7.14% (-$93.2K) YoY +11.17% (-$140.5K)
ORACLE CORP(ORCLcusip68389X105)	10.0K	QoQ -14.65% (-1.7K) YoY -20.71% (-2.6K)	All Managers (Combined)	$1.4M	QoQ -28.39% (-$552.4K) YoY -11.75% (-$185.5K)
(cusip46434G855)✕	35.6K	QoQ +5.62% (+1.9K) YoY NEW(+35.6K)	All Managers (Combined)	$1.4M	QoQ +44.13% (+$417.8K) YoY NEW(+$1.4M)
CHEVRON CORP(CVXcusip166764100)	8.1K	QoQ -4.82% (-413) YoY -7.12% (-624)	All Managers (Combined)	$1.4M	QoQ +9.91% (-$122.8K) YoY -1.50% (-$20.8K)
Public Storage(PSAcusip74460D109)	4.5K	QoQ +4.77% (+204) YoY +4.72% (+202)	All Managers (Combined)	$1.3M	QoQ +4.72% (+$60.4K) YoY +8.05% (+$99.9K)
(cusip464288620)✕	25.7K	QoQ +0.19% (+50) YoY +0.95% (+243)	All Managers (Combined)	$1.3M	QoQ +1.78% (+$23.0K) YoY +1.56% (+$20.3K)
COCA COLA CO(KOcusip191216100)	18.2K	QoQ -2.79% (-523) YoY -14.84% (-3.2K)	All Managers (Combined)	$1.3M	QoQ +11.82% (-$137.8K) YoY -0.31% (-$4.2K)
(cusip78463X202)✕	22.8K	QoQ -1.50% (-348) YoY -6.64% (-1.6K)	All Managers (Combined)	$1.2M	QoQ +11.30% (-$126.0K) YoY -3.34% (-$42.9K)
(cusip37954Y673)✕	32.8K	QoQ -7.97% (-2.8K) YoY -10.06% (-3.7K)	All Managers (Combined)	$1.2M	QoQ -14.07% (-$203.0K) YoY -14.76% (-$214.6K)
NIKE, Inc.(NKEcusip654106103)	19.2K	QoQ -3.99% (-798) YoY -3.79% (-758)	All Managers (Combined)	$1.2M	QoQ -19.45% (-$294.4K) YoY -35.01% (-$656.8K)
EXXON MOBIL CORP(XOMcusip30231G102)	10.1K	QoQ -16.76% (-2.0K) YoY +36.48% (+2.7K)	All Managers (Combined)	$1.2M	QoQ -7.96% (-$103.7K) YoY +39.64% (+$340.0K)
Chubb Ltd(CBcusipH1467J104)	3.9K	QoQ -2.30% (-93) YoY +8.94% (+323)	All Managers (Combined)	$1.2M	QoQ +6.77% (-$75.3K) YoY +26.96% (+$252.3K)
(ESGUcusip46435G425)	9.6K	QoQ +0.56% (-54) YoY -2.18% (-215)	All Managers (Combined)	$1.2M	QoQ -4.83% (-$59.5K) YoY +3.72% (-$42.1K)
CSX CORP(CSXcusip126408103)	39.4K	QoQ -4.36% (-1.8K) YoY -9.99% (-4.4K)	All Managers (Combined)	$1.2M	QoQ -12.77% (-$170.0K) YoY -28.54% (-$463.7K)
(cusip464289438)✕	5.4K	QoQ +5.17% (-266) YoY +24.84% (+1.1K)	All Managers (Combined)	$1.1M	QoQ -5.71% (-$69.2K) YoY +34.97% (+$295.5K)
(cusip46137V431)✕	11.3K	QoQ -2.92% (-340) YoY -81.12% (-48.6K)	All Managers (Combined)	$1.1M	QoQ -7.54% (-$92.2K) YoY -82.29% (-$5.2M)
(ACWVcusip464286525)	9.4K	QoQ +29.15% (+2.1K) YoY +7.63% (+670)	All Managers (Combined)	$1.1M	QoQ +37.63% (+$300.5K) YoY +18.98% (+$175.4K)
Arthur J. Gallagher & Co.(AJGcusip363576109)	3.2K	QoQ -3.82% (-126) YoY -49.46% (-3.1K)	All Managers (Combined)	$1.1M	QoQ +16.96% (-$158.6K) YoY -30.22% (-$473.9K)
RTX Corp(RTXcusip75513E101)	8.3K	QoQ +11.60% (+858) YoY +13.16% (+960)	All Managers (Combined)	$1.1M	QoQ +27.75% (+$237.4K) YoY +53.70% (+$381.9K)
(cusip46429B655)✕	20.8K	QoQ +8.78% (+1.7K) YoY +250.48% (+14.9K)	All Managers (Combined)	$1.1M	QoQ +9.14% (+$89.0K) YoY +250.41% (+$759.2K)