WBH ADVISORY INC Q1 2025 Filing
Filed May 12, 2025
Portfolio Value
$1.1B
Holdings
325
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (325 positions)
| Stock | Value |
|---|---|
VTIVANGUARD INDEX FDS | $53.4M |
VGTVANGUARD WORLD FD | $50.9M |
SCHBSCHWAB STRATEGIC TR | $45.8M |
VXUSVANGUARD STAR FDS | $30.1M |
FBNDFIDELITY MERRIMACK STR TR | $27.5M |
SPYMSPDR SER TR | $26.8M |
XLKSELECT SECTOR SPDR TR | $25.7M |
MSFTMICROSOFT CORP | $22.2M |
VGSHVANGUARD SCOTTSDALE FDS | $21.1M |
IVVISHARES TR | $20.4M |
VBVANGUARD INDEX FDS | $20.3M |
SCHXSCHWAB STRATEGIC TR | $19.3M |
BNDVANGUARD BD INDEX FDS | $19.1M |
VHTVANGUARD WORLD FD | $18.5M |
XLFSELECT SECTOR SPDR TR | $18.4M |
SCHGSCHWAB STRATEGIC TR | $16.8M |
XLYSELECT SECTOR SPDR TR | $16.8M |
AAPLAPPLE INC | $16.8M |
VGITVANGUARD SCOTTSDALE FDS | $16.6M |
XLCSELECT SECTOR SPDR TR | $15.9M |
VCSHVANGUARD SCOTTSDALE FDS | $15.6M |
AQLTISHARES TR | $15.4M |
SCHFSCHWAB STRATEGIC TR | $14.0M |
VFHVANGUARD WORLD FD | $13.9M |
ITOTISHARES TR | $13.0M |
XLVSELECT SECTOR SPDR TR | $12.6M |
VTVANGUARD INTL EQUITY INDEX F | $12.4M |
SPSMSPDR SER TR | $12.0M |
XLISELECT SECTOR SPDR TR | $11.1M |
SPMDSPDR SER TR | $10.8M |
MBBISHARES TR | $10.6M |
QUALISHARES TR | $10.5M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $10.0M |
CGCPCAPITAL GRP FIXED INCM ETF T | $9.3M |
BSVVANGUARD BD INDEX FDS | $8.4M |
SPYSPDR S&P 500 ETF TR | $8.2M |
LQDISHARES TR | $7.8M |
NEARISHARES U S ETF TR | $7.6M |
QQQMINVESCO EXCH TRADED FD TR II | $7.0M |
LLYELI LILLY & CO | $6.9M |
XLESELECT SECTOR SPDR TR | $6.9M |
VTVVANGUARD INDEX FDS | $6.6M |
VEUVANGUARD INTL EQUITY INDEX F | $6.4M |
PGPROCTER AND GAMBLE CO | $6.4M |
IEMGISHARES INC | $6.4M |
SPDWSPDR INDEX SHS FDS | $5.6M |
NDQINVESCO QQQ TR | $5.6M |
SCHESCHWAB STRATEGIC TR | $5.5M |
IEURISHARES TR | $5.2M |
VOOVVANGUARD ADMIRAL FDS INC | $5.0M |
COSTCOSTCO WHSL CORP NEW | $4.8M |
MCDMCDONALDS CORP | $4.7M |
VOXVANGUARD WORLD FD | $4.6M |
IXUSISHARES TR | $4.4M |
AGGISHARES TR | $4.3M |
XLFISELECT SECTOR SPDR TR | $4.2M |
SCHDSCHWAB STRATEGIC TR | $4.0M |
GOOGLALPHABET INC | $3.9M |
SCHASCHWAB STRATEGIC TR | $3.8M |
JNJJOHNSON & JOHNSON | $3.8M |
PEPPEPSICO INC | $3.8M |
SCHQSCHWAB STRATEGIC TR | $3.7M |
IJRISHARES TR | $3.7M |
VTEBVANGUARD MUN BD FDS | $3.6M |
IYWISHARES TR | $3.5M |
JPMJPMORGAN CHASE & CO. | $3.4M |
VWOVANGUARD INTL EQUITY INDEX F | $3.3M |
AMZNAMAZON COM INC | $3.2M |
IVWISHARES TR | $3.1M |
SCHOSCHWAB STRATEGIC TR | $3.1M |
VISVANGUARD WORLD FD | $3.1M |
XLUSELECT SECTOR SPDR TR | $2.9M |
VGLTVANGUARD SCOTTSDALE FDS | $2.8M |
CSCOCISCO SYS INC | $2.5M |
URTHISHARES INC | $2.5M |
VPUVANGUARD WORLD FD | $2.4M |
DGROISHARES TR | $2.4M |
VNQVANGUARD INDEX FDS | $2.3M |
XLBSELECT SECTOR SPDR TR | $2.3M |
EFAISHARES TR | $2.3M |
VCRVANGUARD WORLD FD | $2.3M |
XLRESELECT SECTOR SPDR TR | $2.3M |
YUMYUM BRANDS INC | $2.3M |
VDCVANGUARD WORLD FD | $2.3M |
VVISA INC | $2.3M |
VUGVANGUARD INDEX FDS | $2.2M |
RSPINVESCO EXCHANGE TRADED FD T | $2.2M |
GOOGALPHABET INC | $2.2M |
BINCBLACKROCK ETF TRUST II | $2.2M |
WMTWALMART INC | $2.2M |
GLDMWORLD GOLD TR | $2.1M |
HDHOME DEPOT INC | $2.1M |
VEAVANGUARD TAX-MANAGED FDS | $2.1M |
VDEVANGUARD WORLD FD | $2.1M |
SCHMSCHWAB STRATEGIC TR | $2.0M |
METAMETA PLATFORMS INC | $2.0M |
SPEMSPDR INDEX SHS FDS | $2.0M |
MCXMCCORMICK & CO INC | $2.0M |
TRVTRAVELERS COMPANIES INC | $2.0M |
VOOVANGUARD INDEX FDS | $1.9M |
Page 1 of 4Next