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 |
|---|---|---|---|---|---|
| 301 | VSSVANGUARD INTL EQUITY INDEX F | 1,955 | $262.7M | 0.02% | |
| 302 | EMNEASTMAN CHEM CO | 3,456 | $258.0M | 0.02% | |
| 303 | VWOBVANGUARD WHITEHALL FDS | 3,911 | $255.6M | 0.02% | |
| 304 | TFCTRUIST FINL CORP | 5,910 | $254.1M | 0.02% | |
| 305 | DGXQUEST DIAGNOSTICS INC | 1,400 | $251.5M | 0.02% | |
| 306 | MRVLMARVELL TECHNOLOGY INC | 3,249 | $251.5M | 0.02% | |
| 307 | IWOISHARES TR | 871 | $249.0M | 0.02% | |
| 308 | SPYDSPDR SERIES TRUST | 5,772 | $245.0M | 0.02% | |
| 309 | LDURPIMCO ETF TR | 2,529 | $242.4M | 0.02% | |
| 310 | OEFISHARES TR | 794 | $241.7M | 0.02% | |
| 311 | IWXISHARES TR | 2,854 | $240.3M | 0.02% | |
| 312 | BSXBOSTON SCIENTIFIC CORP | 2,225 | $239.0M | 0.02% | |
| 313 | PANWPALO ALTO NETWORKS INC | 1,152 | $235.7M | 0.02% | |
| 314 | SCHRSCHWAB STRATEGIC TR | 9,381 | $234.8M | 0.02% | |
| 315 | IJJISHARES TR | 1,893 | $233.9M | 0.02% | |
| 316 | HASHASBRO INC | 3,156 | $233.0M | 0.02% | |
| 317 | IYY*ISHARES TR | 1,500 | $226.3M | 0.02% | |
| 318 | IGPTINVESCO EXCHANGE TRADED FD T | 4,551 | $223.7M | 0.02% | |
| 319 | YUMCYUM CHINA HLDGS INC | 4,940 | $220.9M | 0.02% | |
| 320 | MTBM & T BK CORP | 1,137 | $220.6M | 0.02% | |
| 321 | FBTCFIDELITY WISE ORIGIN BITCOIN | 2,340 | $219.9M | 0.02% | |
| 322 | WFCWELLS FARGO CO NEW | 2,739 | $219.4M | 0.02% | |
| 323 | PPGPPG INDS INC | 1,900 | $216.1M | 0.02% | |
| 324 | SUSCISHARES TR | 9,264 | $215.2M | 0.02% | |
| 325 | SYKSTRYKER CORPORATION | 537 | $212.5M | 0.02% | |
| 326 | COPCONOCOPHILLIPS | 2,367 | $212.4M | 0.02% | |
| 327 | STIPISHARES TR | 2,000 | $205.8M | 0.02% | |
| 328 | DMXFISHARES TR | 2,743 | $204.2M | 0.02% | |
| 329 | IGSBISHARES TR | 3,856 | $203.4M | 0.02% | |
| 330 | FOURSHIFT4 PMTS INC | 2,035 | $201.7M | 0.02% | |
| 331 | ESGDISHARES TR | 2,258 | $201.5M | 0.02% | |
| 332 | ISTBISHARES TR | 4,131 | $201.0M | 0.02% | |
| 333 | AURAURORA INNOVATION INC | 28,559 | $149.6M | 0.01% | |
| 334 | BLNDBLEND LABS INC | 10,369 | $34.2M | 0.00% |
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