WBH ADVISORY INC Q4 2024 Filing
Filed January 31, 2025
Portfolio Value
$1.1T
Holdings
322
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (322 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 301 | VSSVANGUARD INTL EQUITY INDEX F | 1,971 | $225.6M | 0.02% | |
| 302 | IWDISHARES TR | 1,180 | $218.4M | 0.02% | |
| 303 | GDGENERAL DYNAMICS CORP | 828 | $218.2M | 0.02% | |
| 304 | IYY*ISHARES TR | 1,500 | $214.6M | 0.02% | |
| 305 | AIZASSURANT INC | 1,000 | $213.2M | 0.02% | |
| 306 | ICLNISHARES TR | 18,714 | $213.0M | 0.02% | |
| 307 | SCHRSCHWAB STRATEGIC TR | 8,761 | $212.8M | 0.02% | |
| 308 | DGXQUEST DIAGNOSTICS INC | 1,400 | $211.2M | 0.02% | |
| 309 | FOURSHIFT4 PMTS INC | 2,035 | $211.2M | 0.02% | |
| 310 | PANWPALO ALTO NETWORKS INC | 1,152 | $209.6M | 0.02% | |
| 311 | SPTISPDR SER TR | 7,497 | $209.0M | 0.02% | |
| 312 | ISTBISHARES TR | 4,343 | $207.5M | 0.02% | |
| 313 | AG8AGILENT TECHNOLOGIES INC | 1,531 | $205.7M | 0.02% | |
| 314 | IWVISHARES TR | 614 | $205.3M | 0.02% | |
| 315 | HYGISHARES TR | 2,604 | $204.8M | 0.02% | |
| 316 | STIPISHARES TR | 2,000 | $201.2M | 0.02% | |
| 317 | EMBISHARES TR | 2,258 | $201.1M | 0.02% | |
| 318 | BIVVANGUARD BD INDEX FDS | 2,685 | $200.7M | 0.02% | |
| 319 | ADBEADOBE INC | 451 | $200.6M | 0.02% | |
| 320 | AURAURORA INNOVATION INC | 28,559 | $179.9M | 0.02% | |
| 321 | FFORD MTR CO | 11,192 | $110.8M | 0.01% | |
| 322 | BLNDBLEND LABS INC | 10,369 | $43.7M | 0.00% |
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