Wbh Advisory Inc has filed its 13F form on April 16, 2024 for Q1 2024 where it was disclosed a total value porftolio of $964 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 $51.8M, Vanguard Total Stock Market Et with a value of $42.9M, Schwab Strategic Tr Us Broad M with a value of $36.6M, Vanguard Star Fd Vanguard Tota with a value of $28.3M, and Technology Sector Spdr with a value of $25.6M.

Examining the 13F form we can see an increase of $71M in the current position value, from $893M to 964M.

Below you can find more details about Wbh Advisory Inc portfolio as well as his latest detailed transactions.

Portfolio value $964 Million
ETFs: $773 Million
Technology: $42.9 Million
Financial Services: $26.8 Million
Consumer Defensive: $26.4 Million
Industrials: $25.9 Million
Healthcare: $22.1 Million
Consumer Cyclical: $20.7 Million
Communication Services: $12.4 Million
Other: $13.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 310
  • Current Value $964 Million
  • Prior Value $893 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 16, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 15 stocks
  • Additional Purchases 100 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 170 stocks
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