Wbh Advisory Inc Portfolio Holdings
Wbh Advisory Inc
- $1.07 Billion
- Q4 2024
Wbh Advisory Inc has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.07 Billion distributed in 322 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Information Technolog with a value of $59.3M, Vanguard Total Stock Market Et with a value of $52.1M, Schwab Strategic Tr Us Broad M with a value of $46.3M, Technology Sector Spdr with a value of $30.2M, and Vanguard Star Fd Vanguard Tota with a value of $27.8M.
Examining the 13F form we can see an increase of $20.3M in the current position value, from $1.05B to 1.07B.
Below you can find more details about Wbh Advisory Inc portfolio as well as his latest detailed transactions.
Portfolio value
$1.07 Billion
ETFs: $862 Million
Technology: $63 Million
Financial Services: $27.7 Million
Consumer Defensive: $25.6 Million
Industrials: $24.3 Million
Consumer Cyclical: $21.4 Million
Healthcare: $18.1 Million
Communication Services: $13.3 Million
Other: $13.3 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 322
- Current Value $1.07 Billion
- Prior Value $1.05 Billion
- Filing
- Period Q4 2024
- Filing Date January 30, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 12 stocks
- Additional Purchases 103 stocks
- Sold out of 0 stocks
- Reduced holdings in 166 stocks