WA
| |
WBH ADVISORY INC13F | |
| WBH ADVISORY INC | |
| Last update 2025-05-12 | 325 Stocks (18 new) |
| Value $1.07 Bil | Turnover 5 % |
WBH ADVISORY INC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTI | Vanguard Total Stock Market ETF | 194,392 | 53,426.8 | +8.20% | 4.980 | +0.38% | 0.010 | +19.82% | +7.35% | 476,615.2 | ||
VGT | Vanguard Information Technology ETF | 93,832 | 50,892.8 | -1.67% | 4.750 | -0.09% | 0.060 | +35.75% | +10.51% | 87,513.6 | ||
SCHB | Schwab U.S. Broad Market ETF | 2,125,048 | 45,752.3 | +4.28% | 4.270 | +0.18% | 0.150 | +20.01% | +7.37% | 34,940.9 | ||
VXUS | Vanguard Total International Stock | 485,279 | 30,135.8 | +2.94% | 2.810 | +0.08% | 0.040 | +13.52% | +18.48% | 92,038.5 | ||
FBND | Fidelity Total Bond ETF | 603,360 | 27,543.4 | +12.74% | 2.570 | +0.29% | 0.150 | +1.98% | +3.60% | 19,309.9 | ||
SPLG | SPDR Portfolio S&P 500 ETF | 408,093 | 26,836.2 | +24.65% | 2.500 | +0.49% | 0.040 | +19.60% | +7.78% | 76,985.6 | ||
XLK | Technology Select Sector SPDR ETF | 124,531 | 25,713.2 | -4.19% | 2.400 | -0.12% | 0.040 | +35.50% | +12.58% | 82,351.5 | ||
MSFT | Microsoft Corp | 59,264 | 22,247.2 | -9.07% | 2.080 | -0.23% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
VGSH |
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
| 359,196 | 21,081.2 | -9.52% | 1.970 | -0.20% | 0.100 | +0.75% | +2.72% | 22,524.1 | ||
IVV | iShares Core S&P 500 ETF | 36,379 | 20,441.6 | +5.90% | 1.910 | +0.11% | 0.000 | +19.67% | +7.80% | 634,518.9 |
WBH ADVISORY INC's Historical Top Holdings Breakdowns
WBH ADVISORY INC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPLG | SPDR Portfolio S&P 500 ETF | 2025-03-31 | Add Add | +0.49% | 64.88 ($69.16) 72.1 | $73.84 | 6.77% | Add 24.65% | 408,093 | 80,712 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Add Add | +0.38% | 271.18 ($290.53) 303.12 | $309.09 | 6.39% | Add 8.2% | 194,392 | 14,739 | |
FBND | Fidelity Total Bond ETF | 2025-03-31 | Add Add | +0.29% | 44.41 ($45.29) 45.98 | $45.44 | 0.33% | Add 12.74% | 603,360 | 68,198 | |
IEUR | iShares Core MSCI Europe ETF | 2025-03-31 | Add Add | +0.24% | 53.69 ($58.75) 62.68 | $65.76 | 11.93% | Add 95.55% | 86,506 | 42,268 | |
VT | Vanguard Total World Stock ETF | 2025-03-31 | Add Add | +0.24% | 115.08 ($119.66) 123.97 | $129.87 | 8.53% | Add 26.06% | 106,788 | 22,074 | |
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 2025-03-31 | Add Add | +0.24% | 57.44 ($58.5) 59.4 | $59.23 | 1.25% | Add 18.02% | 279,885 | 42,728 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.23% | 375.39 ($407.71) 447.2 | $510.05 | 25.10% | Reduce -9.07% | 59,264 | -5,909 | |
SCHQ |
Schwab US Long-Term U.S. Treasury ETF
Schwab US Long-Term U.S. Treasury ETF
| 2025-03-31 | Add Add | +0.23% | 30.72 ($32.03) 33.22 | $30.90 | -3.53% | Add 182.06% | 113,435 | 73,219 | |
RSP | Invesco S&P 500 Equal Weight ETF | 2025-03-31 | New Buy New Buy | +0.21% | 169.43 ($177.82) 182.84 | $184.18 | 3.58% | New holding | 12,701 | 12,701 | |
BND | Vanguard Total Bond Market ETF | 2025-03-31 | Add Add | +0.20% | 71.17 ($72.57) 73.66 | $72.85 | 0.39% | Add 12.7% | 260,092 | 29,305 |
WBH ADVISORY INC Total Holding History ($B)
WBH ADVISORY INC's Asset Allocation
WBH ADVISORY INC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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WBH ADVISORY INC's Hypothetical Growth since 2025-03-31
WBH ADVISORY INC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
WBH ADVISORY INC's Holdings Heat Map
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WBH ADVISORY INC's Holdings Bubble Chart
WBH ADVISORY INC News
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