Wbh Advisory Inc Portfolio Holdings
Wbh Advisory Inc
- $1.24 Billion
- Q3 2025
Wbh Advisory Inc has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.24 Billion distributed in 343 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 $69.3M, Vanguard Information Technolog with a value of $66.3M, Schwab Strategic Tr Us Broad M with a value of $51.9M, Spdr Portfolio S&P 500 ETF (Ma with a value of $50M, and Technology Sector Spdr with a value of $38.3M.
Examining the 13F form we can see an increase of $84.6M in the current position value, from $1.16B to 1.24B.
Below you can find more details about Wbh Advisory Inc portfolio as well as his latest detailed transactions.
Portfolio value
$1.24 Billion
ETFs: $1.04 Billion
Technology: $58.2 Million
Financial Services: $30.6 Million
Industrials: $27 Million
Consumer Defensive: $22.5 Million
Consumer Cyclical: $20.6 Million
Healthcare: $15.9 Million
Communication Services: $15.8 Million
Other: $12.5 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 343
- Current Value $1.24 Billion
- Prior Value $1.16 Billion
- Filing
- Period Q3 2025
- Filing Date October 30, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 19 stocks
- Additional Purchases 102 stocks
- Sold out of 0 stocks
- Reduced holdings in 153 stocks