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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.93 Million 0.17% of portfolio
33,912
Q2 2025 Reduced 17.24%
$56.2B
$1.99 Million 0.17% of portfolio
6,076
Q2 2025 Reduced 0.91%
$51.2B
$1.99 Million 0.17% of portfolio
1,909
Q1 2024 Added 0.21%
$221B
$1.93 Million 0.17% of portfolio
4,981
Q2 2025 Reduced 0.99%
$63.6B
$1.9 Million 0.16% of portfolio
7,117
Q2 2025 Reduced 4.04%
$17.6B
$1.81 Million 0.16% of portfolio
23,814
Q2 2025 Reduced 0.21%
$568B
$1.87 Million 0.16% of portfolio
3,324
Q2 2025 Added 0.12%
$0
$1.84 Million 0.16% of portfolio
9,428
Q2 2025 Reduced 5.3%
$0
$1.77 Million 0.15% of portfolio
18,480
Q2 2025 Added 73.91%
$0
$1.68 Million 0.15% of portfolio
13,848
Q2 2025 Reduced 1.47%
$0
$1.74 Million 0.15% of portfolio
24,584
Q2 2025 New
$0
$1.57 Million 0.14% of portfolio
67,566
Q2 2025 Reduced 9.43%
$407B
$1.57 Million 0.14% of portfolio
33,080
Q2 2025 Reduced 3.42%
$144B
$1.47 Million 0.13% of portfolio
2,893
Q2 2025 Reduced 2.85%
$434B
$1.45 Million 0.13% of portfolio
9,169
Q2 2025 Reduced 0.03%
$0
$1.45 Million 0.13% of portfolio
7,977
Q2 2025 Reduced 9.18%
$148B
$1.5 Million 0.13% of portfolio
6,440
Q2 2025 Reduced 3.92%
$92.9B
$1.54 Million 0.13% of portfolio
6,741
Q2 2025 Reduced 9.33%
$0
$1.52 Million 0.13% of portfolio
11,412
Q2 2025 Added 0.08%
$308B
$1.44 Million 0.12% of portfolio
10,565
Q2 2025 Reduced 40.13%
$0
$1.41 Million 0.12% of portfolio
5,712
Q2 2025 Added 5.64%
$15.7B
$1.41 Million 0.12% of portfolio
11,138
Q2 2025 Added 0.32%
$0
$1.43 Million 0.12% of portfolio
27,869
Q2 2025 Added 8.47%
$97.5B
$1.33 Million 0.12% of portfolio
18,780
Q2 2025 Reduced 2.17%
$0
$1.4 Million 0.12% of portfolio
32,014
Q2 2025 Reduced 2.47%
$124B
$1.41 Million 0.12% of portfolio
539
Q2 2025 Reduced 0.37%
$0
$1.36 Million 0.12% of portfolio
20,812
Q2 2025 New
$160B
$1.39 Million 0.12% of portfolio
6,257
Q2 2025 Reduced 3.77%
$0
$1.42 Million 0.12% of portfolio
30,664
Q2 2025 Reduced 5.5%
$51.7B
$1.27 Million 0.11% of portfolio
4,314
Q2 2025 Reduced 3.64%
$185B
$1.3 Million 0.11% of portfolio
1,267
Q1 2025 Reduced 4.23%
$298B
$1.27 Million 0.11% of portfolio
17,992
Q2 2025 Reduced 1.16%
$188B
$1.28 Million 0.11% of portfolio
1,630
Q1 2025 Reduced 3.03%
$68.3B
$1.25 Million 0.11% of portfolio
38,260
Q2 2025 Reduced 2.99%
$0
$1.27 Million 0.11% of portfolio
28,349
Q2 2025 Reduced 17.28%
$0
$1.11 Million 0.1% of portfolio
19,772
Q2 2025 Reduced 59.05%
$372B
$1.19 Million 0.1% of portfolio
6,429
Q2 2025 Reduced 6.56%
$0
$1.2 Million 0.1% of portfolio
23,614
Q2 2025 Added 13.46%
$0
$1.13 Million 0.1% of portfolio
19,148
Q2 2025 New
$233B
$1.18 Million 0.1% of portfolio
8,049
Q2 2025 Reduced 2.44%
$0
$1.11 Million 0.1% of portfolio
9,384
Q2 2025 Reduced 0.65%
$64.8B
$1.1 Million 0.1% of portfolio
4,294
Q2 2025 Reduced 0.88%
$94.8B
$1.03 Million 0.09% of portfolio
3,000
Q2 2024 Reduced 0.13%
$0
$1.02 Million 0.09% of portfolio
22,057
Q2 2025 New
$259B
$995,000 0.09% of portfolio
5,465
Q2 2025 Reduced 0.8%
$0
$1.04 Million 0.09% of portfolio
7,678
Q2 2025 Reduced 20.16%
$0
$1.04 Million 0.09% of portfolio
2,359
Q2 2025 Reduced 31.76%
$0
$1.07 Million 0.09% of portfolio
20,629
Q2 2025 Added 23.92%
$63.7B
$1.01 Million 0.09% of portfolio
3,166
Q2 2025 Reduced 0.06%

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
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