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CIK: 0001259671
Total reported value
$1.5B
$1.5B
324 檔
13.9%
As reported in its official Q3 2024 Form 13F filing, Wbh Advisory Inc's tracked investment portfolio stood at $1.5B with 324 total positions.
In Q3 2024, Wbh Advisory Inc displayed an active expansion posture, initiating 0 new positions and adding to 30 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VGT, VTI, SCHB) accounted for 13.9% of total reported equity market value during Q3 2024.
Showing top 200 holdings (of 324 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGT | Vanguard Info Tech ETF | ETF-Tech | 5.36% | +0.84% | -1.97% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.48% | +0.06% | +3.65% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-Other | 4.14% | +0.01% | +3.00% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.91% | -0.08% | -0.54% | |
| 5 | XLK | Ss Technology Select Sector | ETF-Tech | 2.67% | +0.63% | +1.02% | |
| 6 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.36% | -0.11% | -3.69% | |
| 7 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.15% | -0.28% | +9.72% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-Other | 2.10% | +0.06% | -0.25% | |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.05% | +0.26% | -0.30% | |
| 10 | VHT | Vanguard Health Care ETF | ETF-Other | 1.93% | -0.07% | -3.17% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.91% | -0.20% | -2.49% | |
| 12 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.86% | +0.07% | +0.49% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.78% | +0.02% | -1.58% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.66% | -0.02% | +1.82% | |
| 15 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.62% | -0.12% | +0.07% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.59% | +0.01% | +5.57% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.51% | -0.11% | -1.07% | |
| 18 | BND | Vanguard Total Bond Market | ETF-Other | 1.49% | -0.28% | +6.30% | |
| 19 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.46% | -0.41% | +14.54% | |
| 20 | XLF | Ss Financial Select Sector | ETF-Other | 1.44% | -0.06% | +24.56% | |
| 21 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.33% | -0.02% | +2.92% | |
| 22 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.32% | -0.16% | -0.04% | |
| 23 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.26% | +0.01% | -0.06% | |
| 24 | XLV | Ss Health Care Select Sector | ETF-Other | 1.25% | -0.15% | +2.22% | |
| 25 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.24% | +0.07% | +5.83% | |
| 26 | VFH | Vanguard Financials ETF | ETF-Other | 1.22% | -0.03% | -1.97% | |
| 27 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.15% | -0.20% | +4.52% | |
| 28 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.15% | — | -3.07% | |
| 29 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.04% | +0.01% | +4.34% | |
| 30 | XLI | Ss Industrial Select Sector | ETF-Other | 1.01% | -0.05% | -10.26% | |
| 31 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.90% | — | -4.09% | |
| 32 | VTV | Vanguard Value ETF | ETF-Other | 0.90% | -0.04% | -0.49% | |
| 33 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.85% | -0.18% | -1.62% | |
| 34 | MBB | Ishares Mbs ETF | ETF-Other | 0.85% | -0.08% | +45.73% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.83% | -0.08% | +0.77% | |
| 36 | XLE | Ss Energy Select Sector | ETF-Other | 0.82% | -0.05% | +2.08% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.81% | — | +1.27% | |
| 38 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.79% | -0.06% | +7.28% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.77% | +0.04% | -5.87% | |
| 40 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.70% | -0.10% | +44.50% | |
| 41 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.69% | +0.03% | +1.19% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.64% | -0.05% | +0.64% | |
| 43 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.63% | +0.05% | +0.15% | |
| 44 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.63% | +0.02% | +7.70% | |
| 45 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.60% | -0.02% | -20.72% | |
| 46 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.52% | +0.06% | +10.78% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.51% | +0.01% | +9.27% | |
| 48 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.51% | -0.02% | +2.13% | |
| 49 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.49% | — | +111.92% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.46% | -0.05% | -3.96% |
According to official SEC Form 13F filings, Wbh Advisory Inc reported a total U.S. public equity portfolio value of $1.5B across 324 disclosed positions in Q3 2024.
During Q3 2024, Wbh Advisory Inc's top holdings by market value included VGT (5.4%)、VTI (4.5%)、SCHB (4.1%). The largest single position, VGT, represented 5.4% of total portfolio value.
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Top Position Liquidated / Trimmed
VXUS
前期市值: $28.8M
In Q3 2024, Wbh Advisory Inc made 50 total portfolio adjustments, initiating 0 new buys, adding to 30 positions, trimming 20 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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