Wbh Advisory Inc Portfolio Holdings
Wbh Advisory Inc
- $1.05 Billion
- Q3 2024
Wbh Advisory Inc has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.05 Billion distributed in 324 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Information Technolog with a value of $56.6M, Vanguard Total Stock Market Et with a value of $47.3M, Schwab Strategic Tr Us Broad M with a value of $43.7M, Vanguard Star Fd Vanguard Tota with a value of $30.7M, and Technology Sector Spdr with a value of $28.2M.
Examining the 13F form we can see an increase of $68.8M in the current position value, from $980M to 1.05B.
Below you can find more details about Wbh Advisory Inc portfolio as well as his latest detailed transactions.
Portfolio value
$1.05 Billion
ETFs: $849 Million
Technology: $48.7 Million
Financial Services: $27.8 Million
Consumer Defensive: $27.7 Million
Industrials: $25.7 Million
Consumer Cyclical: $21.8 Million
Healthcare: $21.2 Million
Communication Services: $12.6 Million
Other: $14.4 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 324
- Current Value $1.05 Billion
- Prior Value $980 Million
- Filing
- Period Q3 2024
- Filing Date October 15, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 16 stocks
- Additional Purchases 102 stocks
- Sold out of 0 stocks
- Reduced holdings in 167 stocks