Wbh Advisory Inc Portfolio Holdings
Wbh Advisory Inc
- $980 Million
- Q2 2024
Wbh Advisory Inc has filed its 13F form on July 11, 2024 for Q2 2024 where it was disclosed a total value porftolio of $980 Million distributed in 310 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Information Technolog with a value of $56.8M, Vanguard Total Stock Market Et with a value of $43.1M, Schwab Strategic Tr Us Broad M with a value of $40.1M, Vanguard Star Fd Vanguard Tota with a value of $28.8M, and Technology Sector Spdr with a value of $28M.
Examining the 13F form we can see an increase of $16.1M in the current position value, from $964M to 980M.
Below you can find more details about Wbh Advisory Inc portfolio as well as his latest detailed transactions.
Portfolio value
$980 Million
ETFs: $793 Million
Technology: $46.4 Million
Consumer Defensive: $26.4 Million
Financial Services: $25.7 Million
Industrials: $22.8 Million
Healthcare: $21.6 Million
Consumer Cyclical: $19.2 Million
Communication Services: $12.6 Million
Other: $12.9 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 310
- Current Value $980 Million
- Prior Value $964 Million
- Filing
- Period Q2 2024
- Filing Date July 11, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 10 stocks
- Additional Purchases 86 stocks
- Sold out of 0 stocks
- Reduced holdings in 174 stocks