Wbh Advisory Inc Portfolio Holdings
Wbh Advisory Inc
- $1.06 Billion
- Q1 2025
Wbh Advisory Inc has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.06 Billion distributed in 325 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 $53.4M, Vanguard Information Technolog with a value of $50.9M, Schwab Strategic Tr Us Broad M with a value of $45.8M, Vanguard Star Fd Vanguard Tota with a value of $30.1M, and Fidelity Merrimack Str Tr Tota with a value of $27.5M.
Examining the 13F form we can see an decrease of $4.66M in the current position value, from $1.07B to 1.06B.
Below you can find more details about Wbh Advisory Inc portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 325
- Current Value $1.06 Billion
- Prior Value $1.07 Billion
- Filing
- Period Q1 2025
- Filing Date May 09, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 18 stocks
- Additional Purchases 98 stocks
- Sold out of 0 stocks
- Reduced holdings in 169 stocks