WBH ADVISORY INC Q2 2023 Filing
Filed July 12, 2023
Portfolio Value
$843.9B
Holdings
298
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (298 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | SPMBSPDR SER TR | 52,581 | $1K | 0.00% | |
| 102 | CATCATERPILLAR INC | 6,150 | $1K | 0.00% | |
| 103 | AQLTISHARES TR | 11,386 | $1K | 0.00% | |
| 104 | LEMBISHARES INC | 34,602 | $1K | 0.00% | |
| 105 | ABTABBOTT LABS | 11,053 | $1K | 0.00% | |
| 106 | KMBKIMBERLY-CLARK CORP | 12,581 | $1K | 0.00% | |
| 107 | KOCOCA COLA CO | 24,074 | $1K | 0.00% | |
| 108 | AJGGALLAGHER ARTHUR J & CO | 7,050 | $1K | 0.00% | |
| 109 | SCHQSCHWAB STRATEGIC TR | 47,164 | $1K | 0.00% | |
| 110 | ORCLORACLE CORP | 11,778 | $1K | 0.00% | |
| 111 | SCHMSCHWAB STRATEGIC TR | 26,852 | $1K | 0.00% | |
| 112 | JPMJPMORGAN CHASE & CO | 13,345 | $1K | 0.00% | |
| 113 | VUSBVANGUARD BD INDEX FDS | 31,730 | $1K | 0.00% | |
| 114 | TRVTRAVELERS COMPANIES INC | 9,319 | $1K | 0.00% | |
| 115 | GOOGALPHABET INC | 15,329 | $1K | 0.00% | |
| 116 | HDHOME DEPOT INC | 5,862 | $1K | 0.00% | |
| 117 | SPEMSPDR INDEX SHS FDS | 41,094 | $1K | 0.00% | |
| 118 | CSXCSX CORP | 44,448 | $1K | 0.00% | |
| 119 | AMTAMERICAN TOWER CORP NEW | 5,319 | $1K | 0.00% | |
| 120 | SUISUN CMNTYS INC | 14,216 | $1K | 0.00% | |
| 121 | MUBISHARES TR | 17,728 | $1K | 0.00% | |
| 122 | AORISHARES TR | 21,163 | $1K | 0.00% | |
| 123 | VOOVANGUARD INDEX FDS | 4,114 | $1K | 0.00% | |
| 124 | URTHISHARES INC | 11,942 | $1K | 0.00% | |
| 125 | LOWLOWES COS INC | 8,232 | $1K | 0.00% | |
| 126 | ABBVABBVIE INC | 7,494 | $1K | 0.00% | |
| 127 | NEENEXTERA ENERGY INC | 13,951 | $1K | 0.00% | |
| 128 | VCRVANGUARD WORLD FDS | 4,977 | $1K | 0.00% | |
| 129 | HONHONEYWELL INTL INC | 7,015 | $1K | 0.00% | |
| 130 | LDURPIMCO ETF TR | 15,484 | $1K | 0.00% | |
| 131 | BCCCGLOBAL X FDS | 37,341 | $1K | 0.00% | |
| 132 | USMVISHARES TR | 16,418 | $1K | 0.00% | |
| 133 | ACWVISHARES INC | 13,158 | $1K | 0.00% | |
| 134 | GWWGRAINGER W W INC | 1,689 | $1K | 0.00% | |
| 135 | DEDEERE & CO | 3,193 | $1K | 0.00% | |
| 136 | NOCNORTHROP GRUMMAN CORP | 2,896 | $1K | 0.00% | |
| 137 | WMWASTE MGMT INC DEL | 8,188 | $1K | 0.00% | |
| 138 | BACBANK AMERICA CORP | 48,003 | $1K | 0.00% | |
| 139 | BILSSPDR SER TR | 10,800 | $1K | 0.00% | |
| 140 | SCHZSCHWAB STRATEGIC TR | 24,365 | $1K | 0.00% | |
| 141 | IJHISHARES TR | 5,209 | $1K | 0.00% | |
| 142 | VDCVANGUARD WORLD FDS | 9,386 | $1K | 0.00% | |
| 143 | WMTWALMART INC | 10,408 | $1K | 0.00% | |
| 144 | SBUXSTARBUCKS CORP | 15,370 | $1K | 0.00% | |
| 145 | DONSPDR DOW JONES INDL AVERAGE | 2,127 | $0 | 0.00% | |
| 146 | PKWINVESCO EXCHANGE TRADED FD T | 4,130 | $0 | 0.00% | |
| 147 | MLPAGLOBAL X FDS | 18,516 | $0 | 0.00% | |
| 148 | CECELANESE CORP DEL | 6,497 | $0 | 0.00% | |
| 149 | TLTISHARES TR | 6,906 | $0 | 0.00% | |
| 150 | INTCINTEL CORP | 25,579 | $0 | 0.00% | |
| 151 | KELKELLOGG CO | 2,984 | $0 | 0.00% | |
| 152 | NOWSERVICENOW INC | 862 | $0 | 0.00% | |
| 153 | AG8AGILENT TECHNOLOGIES INC | 1,895 | $0 | 0.00% | |
| 154 | PFMINVESCO EXCHANGE TRADED FD T | 15,682 | $0 | 0.00% | |
| 155 | PEOEXELON CORP | 9,546 | $0 | 0.00% | |
| 156 | SMMUPIMCO ETF TR | 5,680 | $0 | 0.00% | |
| 157 | TXNTEXAS INSTRS INC | 1,114 | $0 | 0.00% | |
| 158 | MTBM & T BK CORP | 1,676 | $0 | 0.00% | |
| 159 | AFLAFLAC INC | 6,262 | $0 | 0.00% | |
| 160 | BACVERIZON COMMUNICATIONS INC | 12,087 | $0 | 0.00% | |
| 161 | MTUMISHARES TR | 2,858 | $0 | 0.00% | |
| 162 | VBKVANGUARD INDEX FDS | 1,171 | $0 | 0.00% | |
| 163 | VVVANGUARD INDEX FDS | 1,489 | $0 | 0.00% | |
| 164 | ADPAUTOMATIC DATA PROCESSING IN | 3,601 | $0 | 0.00% | |
| 165 | RACEFERRARI N V | 1,000 | $0 | 0.00% | |
| 166 | USIGISHARES TR | 10,606 | $0 | 0.00% | |
| 167 | IBMINTERNATIONAL BUSINESS MACHS | 3,630 | $0 | 0.00% | |
| 168 | CRMSALESFORCE INC | 1,162 | $0 | 0.00% | |
| 169 | TROWPRICE T ROWE GROUP INC | 4,445 | $0 | 0.00% | |
| 170 | JNKSPDR SER TR | 4,720 | $0 | 0.00% | |
| 171 | MGVVANGUARD WORLD FD | 2,468 | $0 | 0.00% | |
| 172 | EMNEASTMAN CHEM CO | 5,088 | $0 | 0.00% | |
| 173 | VOVANGUARD INDEX FDS | 3,579 | $0 | 0.00% | |
| 174 | HYDVANECK ETF TRUST | 7,860 | $0 | 0.00% | |
| 175 | TSCOTRACTOR SUPPLY CO | 1,579 | $0 | 0.00% | |
| 176 | ETNEATON CORP PLC | 1,515 | $0 | 0.00% | |
| 177 | MDYSPDR S&P MIDCAP 400 ETF TR | 843 | $0 | 0.00% | |
| 178 | VEAVANGUARD TAX-MANAGED FDS | 15,170 | $0 | 0.00% | |
| 179 | SHYISHARES TR | 4,172 | $0 | 0.00% | |
| 180 | CVSCVS HEALTH CORP | 10,704 | $0 | 0.00% | |
| 181 | KLACKLA CORP | 701 | $0 | 0.00% | |
| 182 | QCOMQUALCOMM INC | 1,850 | $0 | 0.00% | |
| 183 | ADIANALOG DEVICES INC | 1,216 | $0 | 0.00% | |
| 184 | GQ9SPDR GOLD TR | 1,339 | $0 | 0.00% | |
| 185 | DLNWISDOMTREE TR | 4,722 | $0 | 0.00% | |
| 186 | LNTALLIANT ENERGY CORP | 7,997 | $0 | 0.00% | |
| 187 | APHAMPHENOL CORP NEW | 4,580 | $0 | 0.00% | |
| 188 | CPCANADIAN PACIFIC KANSAS CITY | 3,513 | $0 | 0.00% | |
| 189 | VGLTVANGUARD SCOTTSDALE FDS | 14,861 | $0 | 0.00% | |
| 190 | MASMASCO CORP | 3,600 | $0 | 0.00% | |
| 191 | BXBLACKSTONE INC | 6,200 | $0 | 0.00% | |
| 192 | MOALTRIA GROUP INC | 10,223 | $0 | 0.00% | |
| 193 | MAMASTERCARD INCORPORATED | 1,625 | $0 | 0.00% | |
| 194 | HSYHERSHEY CO | 3,427 | $0 | 0.00% | |
| 195 | MMM3M CO | 5,499 | $0 | 0.00% | |
| 196 | XARSPDR SER TR | 2,691 | $0 | 0.00% | |
| 197 | NVDANVIDIA CORPORATION | 866 | $0 | 0.00% | |
| 198 | TFCTRUIST FINL CORP | 12,636 | $0 | 0.00% | |
| 199 | XOMEXXON MOBIL CORP | 8,825 | $0 | 0.00% | |
| 200 | APDAIR PRODS & CHEMS INC | 2,036 | $0 | 0.00% |