WBH ADVISORY INC Q2 2024 Filing
Filed July 11, 2024
Portfolio Value
$988.0B
Holdings
310
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (310 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | CMICUMMINS INC | 6,929 | $1K | 0.00% | |
| 102 | KOCOCA COLA CO | 21,046 | $1K | 0.00% | |
| 103 | PSAPUBLIC STORAGE OPER CO | 4,274 | $1K | 0.00% | |
| 104 | AJGGALLAGHER ARTHUR J & CO | 5,749 | $1K | 0.00% | |
| 105 | SCHQSCHWAB STRATEGIC TR | 58,143 | $1K | 0.00% | |
| 106 | ORCLORACLE CORP | 12,696 | $1K | 0.00% | |
| 107 | GSLCGOLDMAN SACHS ETF TR | 15,200 | $1K | 0.00% | |
| 108 | TRVTRAVELERS COMPANIES INC | 8,656 | $1K | 0.00% | |
| 109 | NOWSERVICENOW INC | 1,362 | $1K | 0.00% | |
| 110 | HDHOME DEPOT INC | 5,473 | $1K | 0.00% | |
| 111 | SPEMSPDR INDEX SHS FDS | 45,856 | $1K | 0.00% | |
| 112 | CSXCSX CORP | 43,230 | $1K | 0.00% | |
| 113 | FEZSPDR INDEX SHS FDS | 24,322 | $1K | 0.00% | |
| 114 | USIGISHARES TR | 24,274 | $1K | 0.00% | |
| 115 | VEAVANGUARD TAX-MANAGED FDS | 31,643 | $1K | 0.00% | |
| 116 | MCXMCCORMICK & CO INC | 25,578 | $1K | 0.00% | |
| 117 | EWJISHARES INC | 19,028 | $1K | 0.00% | |
| 118 | SUISUN CMNTYS INC | 11,850 | $1K | 0.00% | |
| 119 | MUBISHARES TR | 12,857 | $1K | 0.00% | |
| 120 | XARSPDR SER TR | 9,966 | $1K | 0.00% | |
| 121 | NVDANVIDIA CORPORATION | 9,585 | $1K | 0.00% | |
| 122 | IEURISHARES TR | 17,664 | $1K | 0.00% | |
| 123 | URTHISHARES INC | 11,859 | $1K | 0.00% | |
| 124 | LOWLOWES COS INC | 7,390 | $1K | 0.00% | |
| 125 | ABBVABBVIE INC | 7,309 | $1K | 0.00% | |
| 126 | MRKMERCK & CO INC | 15,294 | $1K | 0.00% | |
| 127 | HONHONEYWELL INTL INC | 7,068 | $1K | 0.00% | |
| 128 | BCCCGLOBAL X FDS | 35,886 | $1K | 0.00% | |
| 129 | AGGISHARES TR | 14,880 | $1K | 0.00% | |
| 130 | GWWGRAINGER W W INC | 1,909 | $1K | 0.00% | |
| 131 | DEDEERE & CO | 3,089 | $1K | 0.00% | |
| 132 | NKENIKE INC | 19,031 | $1K | 0.00% | |
| 133 | NOCNORTHROP GRUMMAN CORP | 2,300 | $1K | 0.00% | |
| 134 | WMWASTE MGMT INC DEL | 7,465 | $1K | 0.00% | |
| 135 | BACBANK AMERICA CORP | 35,481 | $1K | 0.00% | |
| 136 | FEMRFIDELITY COVINGTON TRUST | 42,583 | $1K | 0.00% | |
| 137 | SCHZSCHWAB STRATEGIC TR | 38,123 | $1K | 0.00% | |
| 138 | IVEISHARES TR | 10,876 | $1K | 0.00% | |
| 139 | INTUINTUIT | 1,706 | $1K | 0.00% | |
| 140 | IJHISHARES TR | 19,374 | $1K | 0.00% | |
| 141 | WMTWALMART INC | 26,612 | $1K | 0.00% | |
| 142 | SBUXSTARBUCKS CORP | 13,168 | $1K | 0.00% | |
| 143 | VUGVANGUARD INDEX FDS | 3,176 | $1K | 0.00% | |
| 144 | AMGNAMGEN INC | 1,644 | $0 | 0.00% | |
| 145 | CPCANADIAN PACIFIC KANSAS CITY | 2,942 | $0 | 0.00% | |
| 146 | PLTRPALANTIR TECHNOLOGIES INC | 37,292 | $0 | 0.00% | |
| 147 | HSYHERSHEY CO | 2,981 | $0 | 0.00% | |
| 148 | HDVISHARES TR | 3,326 | $0 | 0.00% | |
| 149 | EMREMERSON ELEC CO | 5,230 | $0 | 0.00% | |
| 150 | SCHHSCHWAB STRATEGIC TR | 24,591 | $0 | 0.00% | |
| 151 | DONSPDR DOW JONES INDL AVERAGE | 2,205 | $0 | 0.00% | |
| 152 | PKWINVESCO EXCHANGE TRADED FD T | 3,409 | $0 | 0.00% | |
| 153 | MLPAGLOBAL X FDS | 10,309 | $0 | 0.00% | |
| 154 | CECELANESE CORP DEL | 3,114 | $0 | 0.00% | |
| 155 | TFCTRUIST FINL CORP | 7,187 | $0 | 0.00% | |
| 156 | MKC/VMCCORMICK & CO INC | 8,512 | $0 | 0.00% | |
| 157 | PEOEXELON CORP | 8,486 | $0 | 0.00% | |
| 158 | AG8AGILENT TECHNOLOGIES INC | 1,561 | $0 | 0.00% | |
| 159 | IWFISHARES TR | 550 | $0 | 0.00% | |
| 160 | ICVTISHARES TR | 3,725 | $0 | 0.00% | |
| 161 | IGVISHARES TR | 8,820 | $0 | 0.00% | |
| 162 | MTBM & T BK CORP | 1,516 | $0 | 0.00% | |
| 163 | IWYISHARES TR | 4,612 | $0 | 0.00% | |
| 164 | OEFISHARES TR | 833 | $0 | 0.00% | |
| 165 | PAYXPAYCHEX INC | 2,250 | $0 | 0.00% | |
| 166 | VBKVANGUARD INDEX FDS | 1,172 | $0 | 0.00% | |
| 167 | CLXCLOROX CO DEL | 1,603 | $0 | 0.00% | |
| 168 | ADPAUTOMATIC DATA PROCESSING IN | 3,494 | $0 | 0.00% | |
| 169 | HYMBSPDR SER TR | 27,871 | $0 | 0.00% | |
| 170 | IEFISHARES TR | 9,531 | $0 | 0.00% | |
| 171 | GLWCORNING INC | 5,200 | $0 | 0.00% | |
| 172 | AXPAMERICAN EXPRESS CO | 4,116 | $0 | 0.00% | |
| 173 | TROWPRICE T ROWE GROUP INC | 3,822 | $0 | 0.00% | |
| 174 | SUSCISHARES TR | 10,313 | $0 | 0.00% | |
| 175 | METMETLIFE INC | 7,021 | $0 | 0.00% | |
| 176 | ACNACCENTURE PLC IRELAND | 1,353 | $0 | 0.00% | |
| 177 | FNCLFIDELITY COVINGTON TRUST | 5,422 | $0 | 0.00% | |
| 178 | RTXRTX CORPORATION | 7,071 | $0 | 0.00% | |
| 179 | TSCOTRACTOR SUPPLY CO | 1,729 | $0 | 0.00% | |
| 180 | CITCINTAS CORP | 1,170 | $0 | 0.00% | |
| 181 | MDYSPDR S&P MIDCAP 400 ETF TR | 845 | $0 | 0.00% | |
| 182 | ADIANALOG DEVICES INC | 1,129 | $0 | 0.00% | |
| 183 | APHAMPHENOL CORP NEW | 8,861 | $0 | 0.00% | |
| 184 | UNHUNITEDHEALTH GROUP INC | 438 | $0 | 0.00% | |
| 185 | CVSCVS HEALTH CORP | 8,536 | $0 | 0.00% | |
| 186 | QCOMQUALCOMM INC | 1,851 | $0 | 0.00% | |
| 187 | AMTAMERICAN TOWER CORP NEW | 4,904 | $0 | 0.00% | |
| 188 | BDXBECTON DICKINSON & CO | 1,528 | $0 | 0.00% | |
| 189 | LNTALLIANT ENERGY CORP | 4,934 | $0 | 0.00% | |
| 190 | MOALTRIA GROUP INC | 8,338 | $0 | 0.00% | |
| 191 | MLMMARTIN MARIETTA MATLS INC | 1,118 | $0 | 0.00% | |
| 192 | SHWSHERWIN WILLIAMS CO | 3,000 | $0 | 0.00% | |
| 193 | SNASNAP ON INC | 1,000 | $0 | 0.00% | |
| 194 | BXBLACKSTONE INC | 4,992 | $0 | 0.00% | |
| 195 | AORISHARES TR | 17,217 | $0 | 0.00% | |
| 196 | FHLCFIDELITY COVINGTON TRUST | 5,466 | $0 | 0.00% | |
| 197 | A4SAMERIPRISE FINL INC | 643 | $0 | 0.00% | |
| 198 | MMM3M CO | 3,616 | $0 | 0.00% | |
| 199 | BILSSPDR SER TR | 8,283 | $0 | 0.00% | |
| 200 | CEGCONSTELLATION ENERGY CORP | 2,572 | $0 | 0.00% |