WBH ADVISORY INC Q1 2023 Filing
Filed April 20, 2023
Portfolio Value
$800.8B
Holdings
296
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (296 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | SPMBSPDR SER TR | 56,544 | $1K | 0.00% | |
| 102 | CATCATERPILLAR INC | 6,305 | $1K | 0.00% | |
| 103 | AQLTISHARES TR | 11,845 | $1K | 0.00% | |
| 104 | LEMBISHARES INC | 34,317 | $1K | 0.00% | |
| 105 | ABTABBOTT LABS | 11,262 | $1K | 0.00% | |
| 106 | KMBKIMBERLY-CLARK CORP | 12,930 | $1K | 0.00% | |
| 107 | MTUMISHARES TR | 13,013 | $1K | 0.00% | |
| 108 | KOCOCA COLA CO | 24,305 | $1K | 0.00% | |
| 109 | TLTISHARES TR | 9,558 | $1K | 0.00% | |
| 110 | AJGGALLAGHER ARTHUR J & CO | 7,050 | $1K | 0.00% | |
| 111 | ORCLORACLE CORP | 12,026 | $1K | 0.00% | |
| 112 | SCHMSCHWAB STRATEGIC TR | 26,486 | $1K | 0.00% | |
| 113 | JPMJPMORGAN CHASE & CO | 13,615 | $1K | 0.00% | |
| 114 | VUSBVANGUARD BD INDEX FDS | 38,532 | $1K | 0.00% | |
| 115 | TRVTRAVELERS COMPANIES INC | 9,422 | $1K | 0.00% | |
| 116 | GOOGALPHABET INC | 15,665 | $1K | 0.00% | |
| 117 | DYHTARGET CORP | 6,857 | $1K | 0.00% | |
| 118 | MLPAGLOBAL X FDS | 35,340 | $1K | 0.00% | |
| 119 | HDHOME DEPOT INC | 6,438 | $1K | 0.00% | |
| 120 | SPEMSPDR INDEX SHS FDS | 37,703 | $1K | 0.00% | |
| 121 | CSXCSX CORP | 44,446 | $1K | 0.00% | |
| 122 | AMTAMERICAN TOWER CORP NEW | 5,368 | $1K | 0.00% | |
| 123 | AORISHARES TR | 22,680 | $1K | 0.00% | |
| 124 | XOMEXXON MOBIL CORP | 9,471 | $1K | 0.00% | |
| 125 | VOOVANGUARD INDEX FDS | 4,115 | $1K | 0.00% | |
| 126 | IEURISHARES TR | 22,059 | $1K | 0.00% | |
| 127 | HYGISHARES TR | 13,453 | $1K | 0.00% | |
| 128 | URTHISHARES INC | 12,754 | $1K | 0.00% | |
| 129 | LOWLOWES COS INC | 8,487 | $1K | 0.00% | |
| 130 | ABBVABBVIE INC | 7,594 | $1K | 0.00% | |
| 131 | NEENEXTERA ENERGY INC | 14,802 | $1K | 0.00% | |
| 132 | VCRVANGUARD WORLD FDS | 4,991 | $1K | 0.00% | |
| 133 | HONHONEYWELL INTL INC | 6,974 | $1K | 0.00% | |
| 134 | AQLTISHARES TR | 71,723 | $1K | 0.00% | |
| 135 | BCCCGLOBAL X FDS | 37,336 | $1K | 0.00% | |
| 136 | USMVISHARES TR | 18,743 | $1K | 0.00% | |
| 137 | ACWVISHARES INC | 13,301 | $1K | 0.00% | |
| 138 | GWWGRAINGER W W INC | 1,677 | $1K | 0.00% | |
| 139 | DEDEERE & CO | 3,193 | $1K | 0.00% | |
| 140 | NOCNORTHROP GRUMMAN CORP | 2,990 | $1K | 0.00% | |
| 141 | WMWASTE MGMT INC DEL | 8,413 | $1K | 0.00% | |
| 142 | FLRNSPDR SER TR | 51,752 | $1K | 0.00% | |
| 143 | BACBANK AMERICA CORP | 53,129 | $1K | 0.00% | |
| 144 | BILSSPDR SER TR | 12,478 | $1K | 0.00% | |
| 145 | SCHZSCHWAB STRATEGIC TR | 27,940 | $1K | 0.00% | |
| 146 | IJHISHARES TR | 5,215 | $1K | 0.00% | |
| 147 | VDCVANGUARD WORLD FDS | 9,631 | $1K | 0.00% | |
| 148 | WMTWALMART INC | 10,422 | $1K | 0.00% | |
| 149 | SBUXSTARBUCKS CORP | 16,102 | $1K | 0.00% | |
| 150 | AG8AGILENT TECHNOLOGIES INC | 1,895 | $0 | 0.00% | |
| 151 | DFACDIMENSIONAL ETF TRUST | 16,478 | $0 | 0.00% | |
| 152 | PFMINVESCO EXCHANGE TRADED FD T | 16,488 | $0 | 0.00% | |
| 153 | PEOEXELON CORP | 10,046 | $0 | 0.00% | |
| 154 | TXNTEXAS INSTRS INC | 1,164 | $0 | 0.00% | |
| 155 | MTBM & T BK CORP | 1,977 | $0 | 0.00% | |
| 156 | SPYDSPDR SER TR | 8,451 | $0 | 0.00% | |
| 157 | BACVERIZON COMMUNICATIONS INC | 17,079 | $0 | 0.00% | |
| 158 | FDXFEDEX CORP | 3,653 | $0 | 0.00% | |
| 159 | VBKVANGUARD INDEX FDS | 1,184 | $0 | 0.00% | |
| 160 | INTCINTEL CORP | 26,012 | $0 | 0.00% | |
| 161 | ADPAUTOMATIC DATA PROCESSING IN | 3,767 | $0 | 0.00% | |
| 162 | AFLAFLAC INC | 6,262 | $0 | 0.00% | |
| 163 | USIGISHARES TR | 14,737 | $0 | 0.00% | |
| 164 | RACEFERRARI N V | 1,000 | $0 | 0.00% | |
| 165 | CP.TOCANADIAN PAC RY LTD | 3,513 | $0 | 0.00% | |
| 166 | TROWPRICE T ROWE GROUP INC | 4,470 | $0 | 0.00% | |
| 167 | JNKSPDR SER TR | 5,513 | $0 | 0.00% | |
| 168 | MGVVANGUARD WORLD FD | 2,453 | $0 | 0.00% | |
| 169 | IBMINTERNATIONAL BUSINESS MACHS | 3,753 | $0 | 0.00% | |
| 170 | EFGISHARES TR | 3,540 | $0 | 0.00% | |
| 171 | CRMSALESFORCE INC | 1,162 | $0 | 0.00% | |
| 172 | EMNEASTMAN CHEM CO | 5,207 | $0 | 0.00% | |
| 173 | TSCOTRACTOR SUPPLY CO | 1,050 | $0 | 0.00% | |
| 174 | VOVANGUARD INDEX FDS | 3,577 | $0 | 0.00% | |
| 175 | MDYSPDR S&P MIDCAP 400 ETF TR | 843 | $0 | 0.00% | |
| 176 | VEAVANGUARD TAX-MANAGED FDS | 13,641 | $0 | 0.00% | |
| 177 | HYDVANECK ETF TRUST | 8,583 | $0 | 0.00% | |
| 178 | CVSCVS HEALTH CORP | 10,794 | $0 | 0.00% | |
| 179 | KLACKLA CORP | 701 | $0 | 0.00% | |
| 180 | QCOMQUALCOMM INC | 1,700 | $0 | 0.00% | |
| 181 | VGLTVANGUARD SCOTTSDALE FDS | 13,995 | $0 | 0.00% | |
| 182 | ETNEATON CORP PLC | 1,515 | $0 | 0.00% | |
| 183 | DLNWISDOMTREE TR | 5,438 | $0 | 0.00% | |
| 184 | LNTALLIANT ENERGY CORP | 8,351 | $0 | 0.00% | |
| 185 | SHYISHARES TR | 8,084 | $0 | 0.00% | |
| 186 | GQ9SPDR GOLD TR | 1,339 | $0 | 0.00% | |
| 187 | MAMASTERCARD INCORPORATED | 1,625 | $0 | 0.00% | |
| 188 | HSYHERSHEY CO | 3,447 | $0 | 0.00% | |
| 189 | BXBLACKSTONE INC | 6,825 | $0 | 0.00% | |
| 190 | MCHPMICROCHIP TECHNOLOGY INC. | 2,400 | $0 | 0.00% | |
| 191 | TFCTRUIST FINL CORP | 12,245 | $0 | 0.00% | |
| 192 | MKC/VMCCORMICK & CO INC | 8,512 | $0 | 0.00% | |
| 193 | MMM3M CO | 6,128 | $0 | 0.00% | |
| 194 | XARSPDR SER TR | 2,676 | $0 | 0.00% | |
| 195 | NVDANVIDIA CORPORATION | 813 | $0 | 0.00% | |
| 196 | SWKSTANLEY BLACK & DECKER INC | 2,747 | $0 | 0.00% | |
| 197 | ADIANALOG DEVICES INC | 1,466 | $0 | 0.00% | |
| 198 | APDAIR PRODS & CHEMS INC | 2,169 | $0 | 0.00% | |
| 199 | IWYISHARES TR | 2,003 | $0 | 0.00% | |
| 200 | APHAMPHENOL CORP NEW | 4,580 | $0 | 0.00% |