Wbh Advisory Inc Portfolio Holdings
Wbh Advisory Inc
- $1.16 Billion
- Q2 2025
Wbh Advisory Inc has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.16 Billion distributed in 334 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $60.4M, Vanguard Information Technolog with a value of $59.8M, Schwab Strategic Tr Us Broad M with a value of $48.3M, Spdr Portfolio S&P 500 ETF (Ma with a value of $43.1M, and Technology Sector Spdr with a value of $32.7M.
Examining the 13F form we can see an increase of $92M in the current position value, from $1.06B to 1.16B.
Below you can find more details about Wbh Advisory Inc portfolio as well as his latest detailed transactions.
Portfolio value
$1.16 Billion
ETFs: $962 Million
Technology: $52.5 Million
Financial Services: $29.5 Million
Industrials: $25.6 Million
Consumer Defensive: $23.8 Million
Consumer Cyclical: $20.4 Million
Healthcare: $15.7 Million
Communication Services: $13.7 Million
Other: $12.2 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 334
- Current Value $1.16 Billion
- Prior Value $1.06 Billion
- Filing
- Period Q2 2025
- Filing Date July 29, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 29 stocks
- Additional Purchases 77 stocks
- Sold out of 0 stocks
- Reduced holdings in 185 stocks