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CIK: 0001259671
Total reported value
$1.5B
$1.5B
310 檔
13.2%
At the close of Q2 2024, Wbh Advisory Inc disclosed equity holdings valued at approximately $1.5B, spread across 310 reported holdings.
During Q2 2024, Wbh Advisory Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VGT, VTI, SCHB) accounted for 13.2% of total reported equity market value during Q2 2024.
Showing top 200 holdings (of 310 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGT | Vanguard Info Tech ETF | ETF-Tech | 5.75% | +0.84% | -0.31% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.36% | +0.06% | -2.43% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-Other | 4.06% | +0.01% | +6.22% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.91% | -0.08% | +1.45% | |
| 5 | XLK | Ss Technology Select Sector | ETF-Tech | 2.83% | +0.63% | +0.80% | |
| 6 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.58% | -0.11% | +40.31% | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.09% | +0.26% | -0.64% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-Other | 2.07% | +0.06% | +0.36% | |
| 9 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.02% | -0.28% | +5.00% | |
| 10 | VHT | Vanguard Health Care ETF | ETF-Other | 2.01% | -0.07% | -1.03% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.95% | -0.20% | -4.52% | |
| 12 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.87% | +0.07% | -0.60% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.87% | +0.02% | -8.36% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.69% | -0.11% | -0.19% | |
| 15 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.58% | -0.12% | +1.74% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.57% | -0.02% | -1.66% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.53% | +0.01% | +3.71% | |
| 18 | BND | Vanguard Total Bond Market | ETF-Other | 1.44% | -0.28% | +1.83% | |
| 19 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.34% | -0.16% | +2.53% | |
| 20 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.31% | -0.41% | -35.25% | |
| 21 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.29% | -0.02% | +6.92% | |
| 22 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.28% | +0.01% | -0.12% | |
| 23 | XLV | Ss Health Care Select Sector | ETF-Other | 1.24% | -0.15% | -2.90% | |
| 24 | VFH | Vanguard Financials ETF | ETF-Other | 1.21% | -0.03% | -0.35% | |
| 25 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.21% | — | +28.70% | |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.15% | -0.20% | +11.56% | |
| 27 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.14% | +0.07% | +4.40% | |
| 28 | XLF | Ss Financial Select Sector | ETF-Other | 1.12% | -0.06% | +3.80% | |
| 29 | XLI | Ss Industrial Select Sector | ETF-Other | 1.08% | -0.05% | +0.37% | |
| 30 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.00% | +0.01% | +2.07% | |
| 31 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.94% | — | -2.15% | |
| 32 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.90% | -0.18% | +1.82% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.90% | +0.04% | -4.75% | |
| 34 | XLE | Ss Energy Select Sector | ETF-Other | 0.90% | -0.05% | +9.28% | |
| 35 | VTV | Vanguard Value ETF | ETF-Other | 0.88% | -0.04% | +1.57% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.81% | — | -3.07% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.78% | -0.08% | +0.36% | |
| 38 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.74% | -0.06% | +17.81% | |
| 39 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.74% | -0.02% | -3.75% | |
| 40 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.72% | +0.03% | -3.12% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.65% | -0.05% | -0.49% | |
| 42 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.63% | +0.05% | -1.97% | |
| 43 | MBB | Ishares Mbs ETF | ETF-Other | 0.60% | -0.08% | +0.03% | |
| 44 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.58% | +0.02% | -0.45% | |
| 45 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.53% | — | -14.40% | |
| 46 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.50% | +0.06% | +8.43% | |
| 47 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.50% | -0.10% | +36.22% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.49% | +0.01% | -2.88% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.49% | +0.02% | -1.62% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.49% | -0.05% | -3.13% |
According to official SEC Form 13F filings, Wbh Advisory Inc reported a total U.S. public equity portfolio value of $1.5B across 310 disclosed positions in Q2 2024.
During Q2 2024, Wbh Advisory Inc's top holdings by market value included VGT (5.8%)、VTI (4.4%)、SCHB (4.1%). The largest single position, VGT, represented 5.8% of total portfolio value.
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In Q2 2024, Wbh Advisory Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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