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CIK: 0001259671
Total reported value
$1.5B
$1.5B
322 檔
14.5%
The Q4 2024 SEC filing reveals that Wbh Advisory Inc held a total portfolio value of $1.5B, covering 322 public equity positions.
In Q4 2024, Wbh Advisory Inc displayed an active expansion posture, initiating 3 new positions and adding to 26 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VGT, VTI, SCHB) accounted for 14.5% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 322 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGT | Vanguard Info Tech ETF | ETF-Tech | 5.51% | +0.84% | -1.15% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.83% | +0.06% | +7.62% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-Other | 4.29% | +0.01% | +210.30% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 2.80% | +0.63% | +3.95% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.58% | -0.08% | -0.59% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.55% | -0.11% | +75.96% | |
| 7 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.23% | -0.28% | +9.95% | |
| 8 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.14% | -0.11% | -6.13% | |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.09% | +0.26% | +2.01% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 2.09% | +0.06% | +0.27% | |
| 11 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.88% | +0.07% | +202.88% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.88% | +0.01% | +17.93% | |
| 13 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.87% | -0.12% | +4.72% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.78% | -0.02% | +2.07% | |
| 15 | VHT | Vanguard Health Care ETF | ETF-Other | 1.71% | -0.07% | +0.55% | |
| 16 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.70% | +0.02% | +265.02% | |
| 17 | XLF | Ss Financial Select Sector | ETF-Other | 1.69% | -0.06% | +12.37% | |
| 18 | BND | Vanguard Total Bond Market | ETF-Other | 1.54% | -0.28% | +10.16% | |
| 19 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.38% | -0.16% | -0.22% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.36% | -0.20% | -19.35% | |
| 21 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.30% | -0.20% | +17.13% | |
| 22 | VFH | Vanguard Financials ETF | ETF-Other | 1.28% | -0.03% | -0.01% | |
| 23 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.28% | +0.01% | +1.07% | |
| 24 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.28% | -0.41% | -6.84% | |
| 25 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.21% | +0.07% | +0.96% | |
| 26 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.20% | -0.02% | +104.53% | |
| 27 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.20% | — | +7.06% | |
| 28 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.05% | +0.01% | +2.70% | |
| 29 | XLV | Ss Health Care Select Sector | ETF-Other | 1.00% | -0.15% | -9.19% | |
| 30 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.92% | — | +6.67% | |
| 31 | MBB | Ishares Mbs ETF | ETF-Other | 0.91% | -0.08% | +14.65% | |
| 32 | XLI | Ss Industrial Select Sector | ETF-Other | 0.86% | -0.05% | -10.06% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.81% | — | +0.30% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.80% | -0.08% | +0.54% | |
| 35 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.80% | -0.10% | +21.55% | |
| 36 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.79% | -0.18% | -3.87% | |
| 37 | VTV | Vanguard Value ETF | ETF-Other | 0.76% | -0.04% | -10.79% | |
| 38 | XLE | Ss Energy Select Sector | ETF-Other | 0.74% | -0.05% | -6.16% | |
| 39 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.72% | -0.06% | -0.83% | |
| 40 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.71% | +0.03% | +0.12% | |
| 41 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.65% | +0.06% | +28.21% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.64% | +0.04% | -2.57% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.59% | -0.05% | -3.01% | |
| 44 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.57% | +0.05% | +1.58% | |
| 45 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.55% | +0.02% | -2.33% | |
| 46 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.52% | -0.02% | -7.69% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.52% | +0.01% | -1.41% | |
| 48 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.47% | -0.02% | +4.46% | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.46% | -0.05% | -0.35% | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.46% | +0.02% | -1.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1% | +75.96% | Add |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +0.4% | +7.62% | Add |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.3% | +17.93% | Add |
| 4 | XLF | Ss Financial Select Sector | +0.3% | +12.37% | Add |
| 5 | XLY | Ss Consumer Disc Select Sect | +0.3% | +4.72% | Add |
| 6 | AGG | Ishares Core U.s. Aggregate | +0.3% | +202.50% | Add |
| 7 | VGT | Vanguard Info Tech ETF | +0.2% | -1.15% | Trim |
| 8 | SCHB | Schwab US Broad Market ETF | +0.2% | +210.30% | Add |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | +0.2% | +17.13% | Add |
| 10 | VUG | Vanguard Growth ETF | +0.2% | +121.35% | Add |
| 11 | XLK | Ss Technology Select Sector | +0.1% | +3.95% | Add |
| 12 | NEAR | Ishares Sh Dba ETF Usd Inc | +0.1% | +28.21% | Add |
| 13 | AAPL | Apple Inc | +0.1% | +2.07% | Add |
| 14 | CGCP | Cap Group Core Plus Income | +0.1% | +21.55% | Add |
| 15 | BLK | Blackrock Inc | +0.1% | NEW | New buy |
| 16 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | +325.54% | Add |
| 17 | EWJ | Ishares Msci Japan ETF | +0.1% | +376.72% | Add |
| 18 | RING | Ishares Msci Global Gold Min | +0.1% | NEW | New buy |
| 19 | FBND | Fidelity Total Bond ETF | +0.1% | +9.95% | Add |
| 20 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | +33.58% | Add |
| 21 | BINC | Ishares Flex I A Etf-usd Inc | +0.1% | +40.82% | Add |
| 22 | LIN | Linde plc | +0.1% | NEW | New buy |
| 23 | VFH | Vanguard Financials ETF | +0.1% | -0.01% | Trim |
| 24 | XLC | Ss Comm Select Sector Spdr | +0.1% | -0.22% | Trim |
| 25 | MBB | Ishares Mbs ETF | +0.1% | +14.65% | Add |
| 26 | JPM | Jpmorgan Chase & Co | +0.1% | +12.67% | Add |
| 27 | BND | Vanguard Total Bond Market | +0.1% | +10.16% | Add |
| 28 | QUAL | Ishares Msci USA Quality Fac | +0.1% | +7.06% | Add |
| 29 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +2.01% | Add |
| 30 | SCHX | Schwab US Large-cap ETF | 0% | +202.88% | Add |
| 31 | PEP | Pepsico Inc | -0.1% | -2.77% | Trim |
| 32 | FELV | Fidelity Enh Lrg Cap Val ETF | -0.1% | -49.04% | Trim |
| 33 | JNJ | Johnson & Johnson | -0.1% | -5.01% | Trim |
| 34 | IEUR | Ishares Core Msci Europe ETF | -0.1% | -16.16% | Trim |
| 35 | XLE | Ss Energy Select Sector | -0.1% | -6.16% | Trim |
| 36 | VEU | Vanguard Ftse All-world Ex-u | -0.1% | -2.33% | Trim |
| 37 | VOOV | Vanguard S&p 500 Value ETF | -0.1% | -7.69% | Trim |
| 38 | BLKCHF | Blackrock Inc | -0.1% | EXIT | Sold out |
| 39 | SCHQ | Schwab Long-term US Treasury | -0.1% | -40.31% | Trim |
| 40 | DGRO | Ishares Core Dividend Growth | -0.1% | -19.25% | Trim |
| 41 | LLY | Eli Lilly & Co | -0.1% | -2.57% | Trim |
| 42 | SCHF | Schwab Intl Equity ETF | -0.1% | +104.53% | Add |
| 43 | VTV | Vanguard Value ETF | -0.1% | -10.79% | Trim |
| 44 | XLI | Ss Industrial Select Sector | -0.2% | -10.06% | Trim |
| 45 | VGIT | Vanguard Intermediate-term T | -0.2% | -6.84% | Trim |
| 46 | VHT | Vanguard Health Care ETF | -0.2% | +0.55% | Add |
| 47 | VGSH | Vanguard Short-term Treasury | -0.2% | -6.13% | Trim |
| 48 | XLV | Ss Health Care Select Sector | -0.3% | -9.19% | Trim |
| 49 | VXUS | Vanguard Total Intl Stock | -0.3% | -0.59% | Trim |
| 50 | IEFA | Ishares Core Msci Eafe ETF | -0.6% | -19.35% | Trim |
According to official SEC Form 13F filings, Wbh Advisory Inc reported a total U.S. public equity portfolio value of $1.5B across 322 disclosed positions in Q4 2024.
During Q4 2024, Wbh Advisory Inc's top holdings by market value included VGT (5.5%)、VTI (4.8%)、SCHB (4.3%). The largest single position, VGT, represented 5.5% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
BLK
市值: $1.1M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $982.7K
In Q4 2024, Wbh Advisory Inc made 50 total portfolio adjustments, initiating 3 new buys, adding to 26 positions, trimming 20 holdings, and fully liquidating 1 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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