WBH ADVISORY INC Q2 2025 Filing
Filed July 30, 2025
Portfolio Value
$1.2T
Holdings
334
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (334 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | YUMYUM BRANDS INC | 13,970 | $2.1B | 0.18% | |
| 102 | HDHOME DEPOT INC | 5,600 | $2.1B | 0.17% | |
| 103 | VOOVANGUARD INDEX FDS | 3,523 | $2.0B | 0.17% | |
| 104 | CMICUMMINS INC | 6,076 | $2.0B | 0.17% | |
| 105 | GWWGRAINGER W W INC | 1,909 | $2.0B | 0.17% | |
| 106 | CATCATERPILLAR INC | 4,981 | $1.9B | 0.16% | |
| 107 | VEAVANGUARD TAX-MANAGED FDS | 33,912 | $1.9B | 0.16% | |
| 108 | TRVTRAVELERS COMPANIES INC | 7,117 | $1.9B | 0.16% | |
| 109 | MAMASTERCARD INCORPORATED | 3,324 | $1.9B | 0.16% | |
| 110 | IVEISHARES TR | 9,428 | $1.8B | 0.16% | |
| 111 | MCXMCCORMICK & CO INC | 23,814 | $1.8B | 0.15% | |
| 112 | IEFISHARES TR | 18,480 | $1.8B | 0.15% | |
| 113 | JIREJ P MORGAN EXCHANGE TRADED F | 24,584 | $1.7B | 0.15% | |
| 114 | GSLCGOLDMAN SACHS ETF TR | 13,848 | $1.7B | 0.14% | |
| 115 | VIGVANGUARD SPECIALIZED FUNDS | 7,977 | $1.6B | 0.14% | |
| 116 | SCHZSCHWAB STRATEGIC TR | 67,566 | $1.6B | 0.13% | |
| 117 | BACBANK AMERICA CORP | 33,080 | $1.6B | 0.13% | |
| 118 | WMWASTE MGMT INC DEL | 6,741 | $1.5B | 0.13% | |
| 119 | AQLTISHARES TR | 11,412 | $1.5B | 0.13% | |
| 120 | HONHONEYWELL INTL INC | 6,440 | $1.5B | 0.13% | |
| 121 | RINGISHARES INC | 34,218 | $1.5B | 0.13% | |
| 122 | DEDEERE & CO | 2,893 | $1.5B | 0.13% | |
| 123 | NVDANVIDIA CORPORATION | 9,169 | $1.4B | 0.12% | |
| 124 | PLTRPALANTIR TECHNOLOGIES INC | 10,565 | $1.4B | 0.12% | |
| 125 | USIGISHARES TR | 27,869 | $1.4B | 0.12% | |
| 126 | IUSBISHARES TR | 30,664 | $1.4B | 0.12% | |
| 127 | SUISUN CMNTYS INC | 11,138 | $1.4B | 0.12% | |
| 128 | MLB1MERCADOLIBRE INC | 539 | $1.4B | 0.12% | |
| 129 | IWYISHARES TR | 5,712 | $1.4B | 0.12% | |
| 130 | BCCCGLOBAL X FDS | 32,014 | $1.4B | 0.12% | |
| 131 | LOWLOWES COS INC | 6,257 | $1.4B | 0.12% | |
| 132 | JGROJ P MORGAN EXCHANGE TRADED F | 15,860 | $1.4B | 0.12% | |
| 133 | JAVAJ P MORGAN EXCHANGE TRADED F | 20,812 | $1.4B | 0.12% | |
| 134 | NKENIKE INC | 18,780 | $1.3B | 0.11% | |
| 135 | NOWSERVICENOW INC | 1,267 | $1.3B | 0.11% | |
| 136 | INTUINTUIT | 1,630 | $1.3B | 0.11% | |
| 137 | KOCOCA COLA CO | 17,992 | $1.3B | 0.11% | |
| 138 | TFISPDR SERIES TRUST | 28,349 | $1.3B | 0.11% | |
| 139 | PSAPUBLIC STORAGE OPER CO | 4,314 | $1.3B | 0.11% | |
| 140 | CSXCSX CORP | 38,260 | $1.2B | 0.11% | |
| 141 | FLOTISHARES TR | 23,614 | $1.2B | 0.10% | |
| 142 | ABBVABBVIE INC | 6,429 | $1.2B | 0.10% | |
| 143 | RTXRTX CORPORATION | 8,049 | $1.2B | 0.10% | |
| 144 | JMEEJ P MORGAN EXCHANGE TRADED F | 19,148 | $1.1B | 0.10% | |
| 145 | ACWVISHARES INC | 9,384 | $1.1B | 0.09% | |
| 146 | VGLTVANGUARD SCOTTSDALE FDS | 19,772 | $1.1B | 0.09% | |
| 147 | NSCNORFOLK SOUTHN CORP | 4,294 | $1.1B | 0.09% | |
| 148 | CBCHUBB LIMITED | 3,766 | $1.1B | 0.09% | |
| 149 | BLKBLACKROCK INC | 1,034 | $1.1B | 0.09% | |
| 150 | PHPARKER-HANNIFIN CORP | 1,539 | $1.1B | 0.09% | |
| 151 | XLGINVESCO EXCHANGE TRADED FD T | 20,629 | $1.1B | 0.09% | |
| 152 | CVXCHEVRON CORP NEW | 7,503 | $1.1B | 0.09% | |
| 153 | EZUISHARES INC | 17,791 | $1.1B | 0.09% | |
| 154 | CITCINTAS CORP | 4,710 | $1.0B | 0.09% | |
| 155 | PNCPNC FINL SVCS GROUP INC | 5,627 | $1.0B | 0.09% | |
| 156 | AORISHARES TR | 17,034 | $1.0B | 0.09% | |
| 157 | AXPAMERICAN EXPRESS CO | 3,282 | $1.0B | 0.09% | |
| 158 | DONSPDR DOW JONES INDL AVERAGE | 2,359 | $1.0B | 0.09% | |
| 159 | ESGUISHARES TR | 7,678 | $1.0B | 0.09% | |
| 160 | SHWSHERWIN WILLIAMS CO | 3,000 | $1.0B | 0.09% | |
| 161 | AMTAMERICAN TOWER CORP NEW | 4,632 | $1.0B | 0.09% | |
| 162 | JPIEJ P MORGAN EXCHANGE TRADED F | 22,057 | $1.0B | 0.09% | |
| 163 | AJGGALLAGHER ARTHUR J & CO | 3,166 | $1.0B | 0.09% | |
| 164 | XARSPDR SERIES TRUST | 4,783 | $1.0B | 0.09% | |
| 165 | 4I1PHILIP MORRIS INTL INC | 5,465 | $995.3M | 0.08% | |
| 166 | IBMINTERNATIONAL BUSINESS MACHS | 3,368 | $992.7M | 0.08% | |
| 167 | NOCNORTHROP GRUMMAN CORP | 1,947 | $973.6M | 0.08% | |
| 168 | USMVISHARES TR | 10,322 | $968.9M | 0.08% | |
| 169 | IJHISHARES TR | 15,115 | $937.5M | 0.08% | |
| 170 | ADPAUTOMATIC DATA PROCESSING IN | 2,931 | $904.0M | 0.08% | |
| 171 | SPGPINVESCO EXCHANGE TRADED FD T | 8,225 | $885.8M | 0.08% | |
| 172 | MUNIPIMCO ETF TR | 17,139 | $880.3M | 0.08% | |
| 173 | SBUXSTARBUCKS CORP | 9,605 | $880.1M | 0.08% | |
| 174 | KMBKIMBERLY-CLARK CORP | 6,702 | $864.0M | 0.07% | |
| 175 | VAWVANGUARD WORLD FD | 4,342 | $846.0M | 0.07% | |
| 176 | ABTABBOTT LABS | 6,207 | $844.2M | 0.07% | |
| 177 | SCHVSCHWAB STRATEGIC TR | 30,452 | $842.6M | 0.07% | |
| 178 | NEENEXTERA ENERGY INC | 12,132 | $842.2M | 0.07% | |
| 179 | MRKMERCK & CO INC | 10,598 | $838.9M | 0.07% | |
| 180 | IGVISHARES TR | 7,510 | $822.3M | 0.07% | |
| 181 | ISRGINTUITIVE SURGICAL INC | 1,500 | $815.1M | 0.07% | |
| 182 | XOMEXXON MOBIL CORP | 7,494 | $807.8M | 0.07% | |
| 183 | TSLATESLA INC | 2,520 | $800.5M | 0.07% | |
| 184 | VOVANGUARD INDEX FDS | 2,791 | $781.1M | 0.07% | |
| 185 | CLCOLGATE PALMOLIVE CO | 8,525 | $774.9M | 0.07% | |
| 186 | IYGISHARES TR | 8,988 | $769.4M | 0.07% | |
| 187 | CEGCONSTELLATION ENERGY CORP | 2,372 | $765.6M | 0.07% | |
| 188 | URIUNITED RENTALS INC | 1,000 | $753.4M | 0.06% | |
| 189 | UNPUNION PAC CORP | 3,261 | $750.4M | 0.06% | |
| 190 | APHAMPHENOL CORP NEW | 7,420 | $732.7M | 0.06% | |
| 191 | TTTRANE TECHNOLOGIES PLC | 1,667 | $729.2M | 0.06% | |
| 192 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1 | $728.8M | 0.06% | |
| 193 | GNMAISHARES TR | 16,407 | $721.1M | 0.06% | |
| 194 | TMUST-MOBILE US INC | 2,959 | $705.1M | 0.06% | |
| 195 | GSGOLDMAN SACHS GROUP INC | 980 | $693.6M | 0.06% | |
| 196 | CHRCHURCHILL DOWNS INC | 6,450 | $651.5M | 0.06% | |
| 197 | AVGOBROADCOM INC | 2,355 | $649.1M | 0.06% | |
| 198 | MKC/VMCCORMICK & CO INC | 8,512 | $642.7M | 0.05% | |
| 199 | LMTLOCKHEED MARTIN CORP | 1,375 | $636.8M | 0.05% | |
| 200 | VUSBVANGUARD BD INDEX FDS | 12,606 | $628.6M | 0.05% |