WBH ADVISORY INC Q3 2023 Filing
Filed October 10, 2023
Portfolio Value
$814.9B
Holdings
290
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (290 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | KMBKIMBERLY-CLARK CORP | 12,360 | $1K | 0.00% | |
| 102 | GNMAISHARES TR | 27,276 | $1K | 0.00% | |
| 103 | CMICUMMINS INC | 8,407 | $1K | 0.00% | |
| 104 | KOCOCA COLA CO | 23,577 | $1K | 0.00% | |
| 105 | AJGGALLAGHER ARTHUR J & CO | 7,050 | $1K | 0.00% | |
| 106 | SCHQSCHWAB STRATEGIC TR | 47,135 | $1K | 0.00% | |
| 107 | ORCLORACLE CORP | 12,327 | $1K | 0.00% | |
| 108 | SCHMSCHWAB STRATEGIC TR | 27,968 | $1K | 0.00% | |
| 109 | JPMJPMORGAN CHASE & CO | 13,416 | $1K | 0.00% | |
| 110 | GSLCGOLDMAN SACHS ETF TR | 23,133 | $1K | 0.00% | |
| 111 | VUSBVANGUARD BD INDEX FDS | 23,635 | $1K | 0.00% | |
| 112 | TRVTRAVELERS COMPANIES INC | 9,354 | $1K | 0.00% | |
| 113 | GOOGALPHABET INC | 14,915 | $1K | 0.00% | |
| 114 | HDHOME DEPOT INC | 5,874 | $1K | 0.00% | |
| 115 | SPEMSPDR INDEX SHS FDS | 39,123 | $1K | 0.00% | |
| 116 | CSXCSX CORP | 45,650 | $1K | 0.00% | |
| 117 | FEZSPDR INDEX SHS FDS | 33,022 | $1K | 0.00% | |
| 118 | SUISUN CMNTYS INC | 13,533 | $1K | 0.00% | |
| 119 | MUBISHARES TR | 16,626 | $1K | 0.00% | |
| 120 | AORISHARES TR | 21,048 | $1K | 0.00% | |
| 121 | VOOVANGUARD INDEX FDS | 4,117 | $1K | 0.00% | |
| 122 | URTHISHARES INC | 12,589 | $1K | 0.00% | |
| 123 | LOWLOWES COS INC | 8,261 | $1K | 0.00% | |
| 124 | ABBVABBVIE INC | 7,450 | $1K | 0.00% | |
| 125 | MRKMERCK & CO INC | 18,734 | $1K | 0.00% | |
| 126 | VCRVANGUARD WORLD FDS | 4,970 | $1K | 0.00% | |
| 127 | HONHONEYWELL INTL INC | 7,431 | $1K | 0.00% | |
| 128 | LDURPIMCO ETF TR | 12,546 | $1K | 0.00% | |
| 129 | BCCCGLOBAL X FDS | 37,535 | $1K | 0.00% | |
| 130 | USMVISHARES TR | 15,199 | $1K | 0.00% | |
| 131 | ACWVISHARES INC | 12,420 | $1K | 0.00% | |
| 132 | GWWGRAINGER W W INC | 1,689 | $1K | 0.00% | |
| 133 | DEDEERE & CO | 3,198 | $1K | 0.00% | |
| 134 | SCHHSCHWAB STRATEGIC TR | 59,709 | $1K | 0.00% | |
| 135 | WMWASTE MGMT INC DEL | 8,108 | $1K | 0.00% | |
| 136 | BACBANK AMERICA CORP | 42,881 | $1K | 0.00% | |
| 137 | SCHZSCHWAB STRATEGIC TR | 41,425 | $1K | 0.00% | |
| 138 | IJHISHARES TR | 4,107 | $1K | 0.00% | |
| 139 | VDCVANGUARD WORLD FDS | 8,915 | $1K | 0.00% | |
| 140 | WMTWALMART INC | 10,446 | $1K | 0.00% | |
| 141 | SBUXSTARBUCKS CORP | 15,280 | $1K | 0.00% | |
| 142 | PKWINVESCO EXCHANGE TRADED FD T | 3,819 | $0 | 0.00% | |
| 143 | MLPAGLOBAL X FDS | 13,174 | $0 | 0.00% | |
| 144 | CECELANESE CORP DEL | 3,550 | $0 | 0.00% | |
| 145 | AFLAFLAC INC | 6,262 | $0 | 0.00% | |
| 146 | MTUMISHARES TR | 2,379 | $0 | 0.00% | |
| 147 | NOWSERVICENOW INC | 1,362 | $0 | 0.00% | |
| 148 | AG8AGILENT TECHNOLOGIES INC | 1,849 | $0 | 0.00% | |
| 149 | PFMINVESCO EXCHANGE TRADED FD T | 14,698 | $0 | 0.00% | |
| 150 | PEOEXELON CORP | 9,391 | $0 | 0.00% | |
| 151 | SMMUPIMCO ETF TR | 9,790 | $0 | 0.00% | |
| 152 | VVVANGUARD INDEX FDS | 1,560 | $0 | 0.00% | |
| 153 | BACVERIZON COMMUNICATIONS INC | 6,586 | $0 | 0.00% | |
| 154 | RACEFERRARI N V | 1,000 | $0 | 0.00% | |
| 155 | VBKVANGUARD INDEX FDS | 1,171 | $0 | 0.00% | |
| 156 | IBMINTERNATIONAL BUSINESS MACHS | 3,631 | $0 | 0.00% | |
| 157 | ADPAUTOMATIC DATA PROCESSING IN | 3,494 | $0 | 0.00% | |
| 158 | ADIANALOG DEVICES INC | 1,205 | $0 | 0.00% | |
| 159 | USIGISHARES TR | 12,535 | $0 | 0.00% | |
| 160 | CRMSALESFORCE INC | 1,894 | $0 | 0.00% | |
| 161 | EMNEASTMAN CHEM CO | 3,983 | $0 | 0.00% | |
| 162 | TROWPRICE T ROWE GROUP INC | 4,295 | $0 | 0.00% | |
| 163 | MGVVANGUARD WORLD FD | 2,483 | $0 | 0.00% | |
| 164 | VOVANGUARD INDEX FDS | 3,301 | $0 | 0.00% | |
| 165 | HYDVANECK ETF TRUST | 13,496 | $0 | 0.00% | |
| 166 | ETNEATON CORP PLC | 1,390 | $0 | 0.00% | |
| 167 | RTXRTX CORPORATION | 7,066 | $0 | 0.00% | |
| 168 | TSCOTRACTOR SUPPLY CO | 1,706 | $0 | 0.00% | |
| 169 | SHYISHARES TR | 2,489 | $0 | 0.00% | |
| 170 | MDYSPDR S&P MIDCAP 400 ETF TR | 843 | $0 | 0.00% | |
| 171 | VEAVANGUARD TAX-MANAGED FDS | 13,816 | $0 | 0.00% | |
| 172 | CPCANADIAN PACIFIC KANSAS CITY | 3,479 | $0 | 0.00% | |
| 173 | UNHUNITEDHEALTH GROUP INC | 429 | $0 | 0.00% | |
| 174 | CVSCVS HEALTH CORP | 10,454 | $0 | 0.00% | |
| 175 | KLACKLA CORP | 601 | $0 | 0.00% | |
| 176 | QCOMQUALCOMM INC | 1,873 | $0 | 0.00% | |
| 177 | AMTAMERICAN TOWER CORP NEW | 5,435 | $0 | 0.00% | |
| 178 | LEMBISHARES INC | 9,809 | $0 | 0.00% | |
| 179 | DLNWISDOMTREE TR | 4,153 | $0 | 0.00% | |
| 180 | LNTALLIANT ENERGY CORP | 7,505 | $0 | 0.00% | |
| 181 | APHAMPHENOL CORP NEW | 4,430 | $0 | 0.00% | |
| 182 | MAMASTERCARD INCORPORATED | 1,505 | $0 | 0.00% | |
| 183 | TSLATESLA INC | 3,456 | $0 | 0.00% | |
| 184 | HSYHERSHEY CO | 3,396 | $0 | 0.00% | |
| 185 | BXBLACKSTONE INC | 6,209 | $0 | 0.00% | |
| 186 | MOALTRIA GROUP INC | 8,194 | $0 | 0.00% | |
| 187 | TFCTRUIST FINL CORP | 8,109 | $0 | 0.00% | |
| 188 | MKC/VMCCORMICK & CO INC | 8,512 | $0 | 0.00% | |
| 189 | MMM3M CO | 4,683 | $0 | 0.00% | |
| 190 | XARSPDR SER TR | 2,653 | $0 | 0.00% | |
| 191 | NVDANVIDIA CORPORATION | 870 | $0 | 0.00% | |
| 192 | SWKSTANLEY BLACK & DECKER INC | 2,499 | $0 | 0.00% | |
| 193 | XOMEXXON MOBIL CORP | 7,856 | $0 | 0.00% | |
| 194 | APDAIR PRODS & CHEMS INC | 1,929 | $0 | 0.00% | |
| 195 | IWYISHARES TR | 2,219 | $0 | 0.00% | |
| 196 | VGLTVANGUARD SCOTTSDALE FDS | 14,961 | $0 | 0.00% | |
| 197 | CHDCHURCH & DWIGHT CO INC | 2,716 | $0 | 0.00% | |
| 198 | PAYXPAYCHEX INC | 2,461 | $0 | 0.00% | |
| 199 | CLXCLOROX CO DEL | 3,001 | $0 | 0.00% | |
| 200 | AXPAMERICAN EXPRESS CO | 4,185 | $0 | 0.00% |