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Wagner Bowman Management

Latest statistics and disclosures from Wbh Advisory's latest quarterly 13F-HR filing:

Top 5 stock holdings are VGT, VTI, SCHB, VXUS, XLK, and represent 19.56% of Wbh Advisory's stock portfolio.
Added to shares of these 10 stocks: XLF, MBB, DGRO, CGCP, IEUR, FBND, VGIT, VTI, SCHB, BND.
Started 16 new stock positions in SWK, T, IYY, ADBE, AMD, DGX, NFLX, VZ, STIP, DMXF. MAS, VGLT, PHM, YUMC, XBI, IWV.
Reduced shares in these 10 stocks: SPGP, BINC, VOOV, XLI, VGT, EWJ, VGSH, XAR, VHT, MUB.
Sold out of its positions in CHIQ, VFVA.
Wbh Advisory was a net buyer of stock by $11M.
Wbh Advisory has $1.1B in assets under management (AUM), dropping by 6.88%.
Central Index Key (CIK): 0001259671

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Portfolio Holdings for Wbh Advisory

Wbh Advisory holds 324 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard World Inf Tech Etf (VGT)	5.4	$57M		97k	586.52	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	4.5	$47M	+3%	167k	283.16	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	4.1	$44M	+2%	657k	66.52	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	2.9	$31M		474k	64.74	View chart
Select Sector Spdr Tr Technology (XLK)	2.7	$28M		125k	225.76	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	2.4	$25M	-3%	423k	59.02	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	2.2	$23M	+9%	487k	46.74	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.1	$22M		93k	237.21	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	2.1	$22M		321k	67.51	View chart
Vanguard World Health Car Etf (VHT)	1.9	$20M	-3%	72k	282.20	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.9	$20M	-2%	258k	78.05	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.9	$20M		289k	67.85	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.8	$19M		180k	104.18	View chart
Apple (AAPL)	1.7	$18M		75k	233.00	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	1.6	$17M		86k	200.37	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.6	$17M	+5%	29k	576.82	View chart
Microsoft Corporation (MSFT)	1.5	$16M		37k	430.31	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.5	$16M	+6%	210k	75.11	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	1.5	$15M	+14%	255k	60.42	View chart
Select Sector Spdr Tr Financial (XLF)	1.4	$15M	+24%	336k	45.32	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.3	$14M	+2%	341k	41.12	View chart
Select Sector Spdr Tr Communication (XLC)	1.3	$14M		154k	90.40	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.3	$13M		106k	125.62	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	1.3	$13M	+2%	86k	154.02	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	1.2	$13M	+5%	287k	45.51	View chart
Vanguard World Financials Etf (VFH)	1.2	$13M		117k	109.91	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.2	$12M	+4%	154k	79.42	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.1	$12M	-3%	68k	179.30	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	1.0	$11M	+4%	201k	54.68	View chart
Select Sector Spdr Tr Indl (XLI)	1.0	$11M	-10%	79k	135.44	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.9	$9.5M	-4%	79k	119.70	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$9.5M		54k	174.57	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.8	$9.0M		114k	78.69	View chart
Ishares Tr Mbs Etf (MBB)	0.8	$9.0M	+45%	94k	95.81	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$8.7M		19k	460.26	View chart
Select Sector Spdr Tr Energy (XLE)	0.8	$8.7M	+2%	99k	87.80	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.8	$8.5M		15k	573.77	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.8	$8.3M	+7%	74k	112.98	View chart
Eli Lilly & Co. (LLY)	0.8	$8.2M	-5%	9.2k	885.91	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.7	$7.4M	+44%	319k	23.12	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.7	$7.3M		36k	200.85	View chart
Procter & Gamble Company (PG)	0.6	$6.8M		39k	173.20	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$6.7M		117k	57.41	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.6	$6.6M	+7%	105k	63.00	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.6	$6.3M	-20%	33k	190.72	View chart
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)	0.5	$5.5M	+10%	108k	51.24	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$5.4M	+9%	11k	488.07	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.5	$5.3M	+2%	183k	29.18	View chart
Ishares Tr Core Div Grwth (DGRO)	0.5	$5.2M	+111%	83k	62.69	View chart
Costco Wholesale Corporation (COST)	0.5	$4.9M	-3%	5.5k	886.48	View chart
Vanguard World Comm Srvc Etf (VOX)	0.4	$4.7M		32k	145.39	View chart
Ishares Tr Core Msci Total (IXUS)	0.4	$4.7M	-8%	64k	72.63	View chart
McDonald's Corporation (MCD)	0.4	$4.6M	-2%	15k	304.51	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.4	$4.5M	-3%	87k	51.50	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.4	$4.5M	-4%	54k	83.00	View chart
Pepsi (PEP)	0.4	$4.5M		26k	170.05	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.4	$4.5M		119k	37.56	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$4.3M		26k	165.85	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$4.3M		37k	116.96	View chart
Johnson & Johnson (JNJ)	0.4	$4.2M	-9%	26k	162.06	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.4	$3.9M		26k	151.62	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$3.8M	+5%	45k	84.53	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$3.5M	+3%	73k	47.85	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$3.4M	-4%	35k	95.75	View chart
Vanguard World Industrial Etf (VIS)	0.3	$3.3M	+5%	13k	260.08	View chart
Ishares Tr Core Msci Euro (IEUR)	0.3	$3.2M	+198%	53k	60.93	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.3	$3.1M	-5%	64k	48.98	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.3	$3.1M		38k	80.78	View chart
Amazon (AMZN)	0.3	$3.0M		16k	186.32	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$2.9M		57k	51.12	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$2.8M		29k	97.42	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.3	$2.8M		29k	96.38	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.2	$2.6M		57k	44.67	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$2.5M		30k	83.63	View chart
JPMorgan Chase & Co. (JPM)	0.2	$2.5M		12k	210.86	View chart
Vanguard World Utilities Etf (VPU)	0.2	$2.5M		14k	174.05	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$2.4M		14k	167.19	View chart
Schwab Strategic Tr Long Term Us (SCHQ)	0.2	$2.4M	+15%	67k	34.99	View chart
Home Depot (HD)	0.2	$2.3M	+4%	5.7k	405.20	View chart
Vanguard World Consum Stp Etf (VDC)	0.2	$2.3M	-9%	11k	218.48	View chart
Cisco Systems (CSCO)	0.2	$2.3M	-8%	43k	53.22	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$2.3M	+3%	27k	83.09	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.2	$2.2M	-46%	42k	53.53	View chart
Cummins (CMI)	0.2	$2.2M	-2%	6.8k	323.77	View chart
Oracle Corporation (ORCL)	0.2	$2.2M		13k	170.40	View chart
Caterpillar (CAT)	0.2	$2.1M	-4%	5.5k	391.12	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$2.1M		11k	197.17	View chart
Vanguard World Consum Dis Etf (VCR)	0.2	$2.1M	+11%	6.1k	340.48	View chart
Mccormick & Co Com Non Vtg (MKC)	0.2	$2.1M		25k	82.30	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$2.1M	-2%	3.9k	527.65	View chart
Wal-Mart Stores (WMT)	0.2	$2.0M	-5%	25k	80.75	View chart
Vanguard World Energy Etf (VDE)	0.2	$2.0M		17k	122.47	View chart
Meta Platforms Cl A (META)	0.2	$2.0M		3.6k	572.38	View chart
Walt Disney Company (DIS)	0.2	$2.0M	-4%	21k	96.19	View chart
W.W. Grainger (GWW)	0.2	$2.0M		1.9k	1038.59	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$2.0M		40k	49.70	View chart
Yum! Brands (YUM)	0.2	$1.9M	+2%	14k	139.71	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$1.9M	+16%	37k	52.81	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$1.9M		47k	41.28	View chart
Travelers Companies (TRV)	0.2	$1.9M	-5%	8.1k	234.11	View chart
Lowe's Companies (LOW)	0.2	$1.9M	-5%	7.0k	270.87	View chart
Visa Com Cl A (V)	0.2	$1.9M	-2%	6.8k	274.94	View chart
Ishares Msci World Etf (URTH)	0.2	$1.9M		12k	156.91	View chart
Ishares Tr Core Total Usd (IUSB)	0.2	$1.8M	-5%	39k	47.12	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$1.8M		38k	47.52	View chart
Nike CL B (NKE)	0.2	$1.8M	+6%	20k	88.40	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$1.8M	+8%	8.9k	198.06	View chart
Mastercard Incorporated Cl A (MA)	0.2	$1.7M		3.5k	493.81	View chart
Merck & Co (MRK)	0.2	$1.7M	-3%	15k	113.56	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.2	$1.6M	-4%	15k	112.94	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$1.6M	+3%	12k	135.08	View chart
Sun Communities (SUI)	0.1	$1.6M	-2%	12k	135.15	View chart
Public Storage (PSA)	0.1	$1.6M		4.3k	363.87	View chart
Waste Management (WM)	0.1	$1.5M		7.4k	207.60	View chart
Coca-Cola Company (KO)	0.1	$1.5M		21k	71.86	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$1.5M		36k	41.16	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$1.5M	-2%	14k	101.27	View chart
Honeywell International (HON)	0.1	$1.5M		7.0k	206.70	View chart
Abbvie (ABBV)	0.1	$1.4M		7.3k	197.49	View chart
CSX Corporation (CSX)	0.1	$1.4M	-5%	41k	34.53	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$1.4M	+47%	3.3k	423.14	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.1	$1.3M		29k	46.83	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$1.3M	-75%	13k	104.67	View chart
Fidelity Covington Trust Enhanced Large (FELV)	0.1	$1.3M		43k	30.96	View chart
Bank of America Corporation (BAC)	0.1	$1.3M	-8%	33k	39.68	View chart
Deere & Company (DE)	0.1	$1.3M		3.1k	417.31	View chart
Chevron Corporation (CVX)	0.1	$1.3M	-6%	8.7k	147.27	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	0.1	$1.3M		24k	53.24	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.1	$1.3M		24k	52.58	View chart
Starbucks Corporation (SBUX)	0.1	$1.3M	-2%	13k	97.49	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$1.2M		9.6k	126.18	View chart
Servicenow (NOW)	0.1	$1.2M		1.3k	894.39	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$1.2M		19k	62.32	View chart
Chubb (CB)	0.1	$1.2M	+17%	4.1k	288.39	View chart
Northrop Grumman Corporation (NOC)	0.1	$1.2M	-2%	2.3k	528.17	View chart
NVIDIA Corporation (NVDA)	0.1	$1.2M		9.8k	121.44	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$1.2M	-3%	3.1k	383.93	View chart
Norfolk Southern (NSC)	0.1	$1.2M	-4%	4.6k	248.52	View chart
Sherwin-Williams Company (SHW)	0.1	$1.1M		3.0k	381.70	View chart
American Tower Reit (AMT)	0.1	$1.1M		4.9k	232.57	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$1.1M	-30%	4.0k	281.40	View chart
Abbott Laboratories (ABT)	0.1	$1.1M	-7%	9.6k	114.01	View chart
MercadoLibre (MELI)	0.1	$1.1M		531.00	2051.96	View chart
American Express Company (AXP)	0.1	$1.1M	-2%	4.0k	271.19	View chart
Kimberly-Clark Corporation (KMB)	0.1	$1.1M	-3%	7.6k	142.28	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$1.1M	+6%	4.9k	220.06	View chart
PNC Financial Services (PNC)	0.1	$1.1M		5.8k	184.84	View chart
Intuit (INTU)	0.1	$1.1M		1.7k	621.17	View chart
Parker-Hannifin Corporation (PH)	0.1	$1.1M		1.7k	631.82	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$1.0M	+49%	9.4k	109.33	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.1	$1.0M		17k	59.24	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$1.0M	-3%	11k	91.31	View chart
BlackRock (BLK)	0.1	$983k		1.0k	949.51	View chart
Colgate-Palmolive Company (CL)	0.1	$976k	-6%	9.4k	103.81	View chart
Automatic Data Processing (ADP)	0.1	$967k		3.5k	276.76	View chart
Exxon Mobil Corporation (XOM)	0.1	$966k	+7%	8.2k	117.22	View chart
Cintas Corporation (CTAS)	0.1	$965k	+300%	4.7k	205.89	View chart
Nextera Energy (NEE)	0.1	$956k		11k	84.53	View chart
Vanguard World Materials Etf (VAW)	0.1	$944k		4.5k	211.47	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$904k	-3%	9.2k	98.12	View chart
Palantir Technologies Cl A (PLTR)	0.1	$902k	-34%	24k	37.20	View chart
Union Pacific Corporation (UNP)	0.1	$880k		3.6k	246.51	View chart
Churchill Downs (CHDN)	0.1	$872k		6.5k	135.21	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$868k	-37%	8.0k	108.63	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$845k	+9%	11k	80.37	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.1	$844k	-2%	7.4k	114.53	View chart
Raytheon Technologies Corp (RTX)	0.1	$825k	-3%	6.8k	121.17	View chart
Lockheed Martin Corporation (LMT)	0.1	$824k		1.4k	584.45	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$815k	-3%	3.1k	263.87	View chart
Danaher Corporation (DHR)	0.1	$812k	-2%	2.9k	278.05	View chart
United Rentals (URI)	0.1	$810k		1.0k	809.88	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$788k		8.8k	89.37	View chart
Spdr Ser Tr Bloomberg 3-12 M (BILS)	0.1	$778k	-5%	7.8k	99.58	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$760k	+20%	15k	51.04	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$755k	-23%	15k	49.94	View chart
Target Corporation (TGT)	0.1	$751k	-3%	4.8k	155.86	View chart
Intuitive Surgical Com New (ISRG)	0.1	$737k		1.5k	491.27	View chart
Spdr Ser Tr Aerospace Def (XAR)	0.1	$734k	-53%	4.7k	157.34	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.1	$732k		28k	26.27	View chart
Mccormick & Co Com Vtg (MKC.V)	0.1	$703k		8.5k	82.54	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$701k	-8%	4.6k	153.12	View chart
International Business Machines (IBM)	0.1	$699k		3.2k	221.08	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$680k	+41%	1.2k	569.83	View chart
Prudential Financial (PRU)	0.1	$677k		5.6k	121.10	View chart
Constellation Energy (CEG)	0.1	$675k		2.6k	260.06	View chart
Comcast Corp Cl A (CMCSA)	0.1	$675k		16k	41.77	View chart
Tesla Motors (TSLA)	0.1	$664k	-22%	2.5k	261.67	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$635k		11k	57.22	View chart
Broadcom (AVGO)	0.1	$617k	+906%	3.6k	172.50	View chart
Emerson Electric (EMR)	0.1	$613k	+7%	5.6k	109.37	View chart
Spdr Ser Tr Port Mtg Bk Etf (SPMB)	0.1	$611k		27k	22.53	View chart
AFLAC Incorporated (AFL)	0.1	$610k	-9%	5.5k	111.80	View chart
Martin Marietta Materials (MLM)	0.1	$602k		1.1k	538.22	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.1	$600k	-39%	6.3k	95.96	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$597k	-10%	5.6k	106.19	View chart
Amgen (AMGN)	0.1	$594k	+12%	1.8k	322.25	View chart
salesforce (CRM)	0.1	$592k	-5%	2.2k	273.74	View chart
Duke Energy Corp Com New (DUK)	0.1	$592k	-4%	5.1k	115.31	View chart
Hershey Company (HSY)	0.1	$572k		3.0k	191.81	View chart
Invesco Exchange Traded Fd T Divid Achievev (PFM)	0.1	$572k		12k	46.55	View chart
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)	0.1	$571k		27k	21.50	View chart
Air Products & Chemicals (APD)	0.1	$567k	-2%	1.9k	297.66	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$565k		17k	34.29	View chart
Amphenol Corp Cl A (APH)	0.1	$562k	-2%	8.6k	65.16	View chart
MetLife (MET)	0.1	$545k	-5%	6.6k	82.48	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.1	$541k	-11%	8.6k	62.74	View chart
Eaton Corp SHS (ETN)	0.0	$524k		1.6k	331.48	View chart
Philip Morris International (PM)	0.0	$521k	-9%	4.3k	121.40	View chart
Pfizer (PFE)	0.0	$520k	-25%	18k	28.94	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$519k	-6%	7.0k	73.67	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.0	$518k		10k	50.50	View chart
American Electric Power Company (AEP)	0.0	$514k	-7%	5.0k	102.59	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$507k	-10%	22k	23.17	View chart
Metropcs Communications (TMUS)	0.0	$506k	-10%	2.5k	206.40	View chart
Crown Castle Intl (CCI)	0.0	$505k	-2%	4.3k	118.63	View chart
Tractor Supply Company (TSCO)	0.0	$505k		1.7k	290.88	View chart
Constellation Brands Cl A (STZ)	0.0	$487k		1.9k	257.72	View chart
CVS Caremark Corporation (CVS)	0.0	$486k	-9%	7.7k	62.88	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$478k		1.4k	353.51	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.0	$472k	-4%	9.8k	47.98	View chart
Ferrari Nv Ord (RACE)	0.0	$470k		1.0k	470.11	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.0	$465k		8.8k	52.98	View chart
3M Company (MMM)	0.0	$458k	-7%	3.3k	136.70	View chart
Fiserv (FI)	0.0	$448k		2.5k	179.66	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$430k	+14%	6.0k	71.73	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.0	$430k	+5%	8.5k	50.60	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$414k	-19%	1.6k	263.27	View chart
Eastman Chemical Company (EMN)	0.0	$414k		3.7k	111.95	View chart
T. Rowe Price (TROW)	0.0	$414k		3.8k	108.93	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.0	$414k	-14%	9.2k	44.79	View chart
Celanese Corporation (CE)	0.0	$411k	-2%	3.0k	135.96	View chart
Illinois Tool Works (ITW)	0.0	$402k		1.5k	262.07	View chart
Nxp Semiconductors N V (NXPI)	0.0	$399k	+6%	1.7k	239.99	View chart
Old Dominion Freight Line (ODFL)	0.0	$397k		2.0k	198.64	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.0	$394k		5.4k	72.80	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$392k		3.3k	117.64	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.0	$391k		3.4k	114.51	View chart
Altria (MO)	0.0	$386k	-9%	7.6k	51.04	View chart
Qualcomm (QCOM)	0.0	$382k	+21%	2.2k	170.02	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.0	$381k	+23%	7.2k	53.07	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.0	$380k	+3%	7.7k	49.08	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.0	$371k		4.6k	81.27	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.0	$369k	-9%	3.4k	108.79	View chart
Becton, Dickinson and (BDX)	0.0	$368k		1.5k	241.10	View chart
Applied Materials (AMAT)	0.0	$366k	+64%	1.8k	202.07	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$359k	+73%	956.00	375.55	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.0	$354k		6.8k	51.82	View chart
Ishares Msci Eurzone Etf (EZU)	0.0	$354k		6.8k	52.23	View chart
Exelon Corporation (EXC)	0.0	$350k		8.6k	40.55	View chart
Chipotle Mexican Grill (CMG)	0.0	$346k		6.0k	57.62	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.0	$336k	-2%	5.3k	63.86	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.0	$334k	-5%	11k	30.28	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.0	$331k		5.9k	56.57	View chart
Intel Corporation (INTC)	0.0	$328k	-32%	14k	23.46	View chart
Ge Aerospace Com New (GE)	0.0	$328k	+14%	1.7k	188.62	View chart
Boeing Company (BA)	0.0	$328k	+2%	2.2k	152.06	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$323k	+8%	1.3k	243.06	View chart
PPG Industries (PPG)	0.0	$318k		2.4k	132.46	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$317k	-4%	1.6k	202.71	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$313k		1.2k	267.37	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.0	$312k		3.7k	83.68	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.0	$306k	NEW	3.1k	98.80	View chart
Ameriprise Financial (AMP)	0.0	$306k		652.00	469.80	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$305k		21k	14.69	View chart
Truist Financial Corp equities (TFC)	0.0	$305k		7.1k	42.77	View chart
FedEx Corporation (FDX)	0.0	$305k	-6%	1.1k	273.79	View chart
Fidelity National Information Services (FIS)	0.0	$301k		3.6k	83.75	View chart
Alliant Energy Corporation (LNT)	0.0	$300k		4.9k	60.69	View chart
Ishares Msci Jpn Etf New (EWJ)	0.0	$296k	-78%	4.1k	71.54	View chart
Fastenal Company (FAST)	0.0	$294k		4.1k	71.42	View chart
ConocoPhillips (COP)	0.0	$290k		2.8k	105.29	View chart
Snap-on Incorporated (SNA)	0.0	$290k		1.0k	289.71	View chart
Paychex (PAYX)	0.0	$285k	-5%	2.1k	134.18	View chart
Marvell Technology (MRVL)	0.0	$281k		3.9k	72.12	View chart
SEI Investments Company (SEIC)	0.0	$277k		4.0k	69.19	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$264k	-4%	1.1k	230.59	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.0	$264k	-9%	5.8k	45.65	View chart
Analog Devices (ADI)	0.0	$261k		1.1k	230.16	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.0	$259k	NEW	3.6k	72.04	View chart
Masco Corporation (MAS)	0.0	$258k	NEW	3.1k	83.93	View chart
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)	0.0	$258k		5.5k	47.25	View chart
Ecolab (ECL)	0.0	$257k		1.0k	255.33	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$257k		2.0k	125.93	View chart
UnitedHealth (UNH)	0.0	$256k		438.00	585.16	View chart
Stanley Black & Decker (SWK)	0.0	$256k	NEW	2.3k	110.15	View chart
M&T Bank Corporation (MTB)	0.0	$255k	-5%	1.4k	178.11	View chart
Adobe Systems Incorporated (ADBE)	0.0	$252k	NEW	486.00	517.93	View chart
Invesco Exchange Traded Fd T Ai And Next Gen (IGPT)	0.0	$251k		5.5k	45.50	View chart
General Dynamics Corporation (GD)	0.0	$250k		828.00	302.20	View chart
International Paper Company (IP)	0.0	$245k	-6%	5.0k	48.85	View chart
Boston Scientific Corporation (BSX)	0.0	$241k		2.9k	83.79	View chart
Yum China Holdings (YUMC)	0.0	$240k	NEW	5.3k	45.02	View chart
Bristol Myers Squibb (BMY)	0.0	$239k	-20%	4.6k	51.74	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$236k	+10%	1.6k	145.63	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.0	$235k	-3%	8.1k	29.06	View chart
Corning Incorporated (GLW)	0.0	$235k		5.2k	45.15	View chart
Goldman Sachs (GS)	0.0	$233k		471.00	495.11	View chart
General Mills (GIS)	0.0	$232k	-5%	3.1k	73.85	View chart
Church & Dwight (CHD)	0.0	$231k	-3%	2.2k	104.72	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.0	$231k	NEW	3.7k	61.53	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$228k		823.00	276.76	View chart
Agilent Technologies Inc C ommon (A)	0.0	$227k		1.5k	148.48	View chart
At&t (T)	0.0	$227k	NEW	10k	22.00	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$226k	-15%	655.00	345.07	View chart
Canadian Pacific Kansas City (CP)	0.0	$225k	-10%	2.6k	85.55	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.0	$224k	-8%	9.4k	23.79	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$224k		1.2k	189.74	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$222k		2.4k	93.58	View chart
Clorox Company (CLX)	0.0	$220k	-15%	1.3k	162.94	View chart
TJX Companies (TJX)	0.0	$218k	-8%	1.9k	117.55	View chart
Quest Diagnostics Incorporated (DGX)	0.0	$217k	NEW	1.4k	155.25	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$217k		2.3k	95.15	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$217k	+2%	2.8k	78.37	View chart
Verizon Communications (VZ)	0.0	$217k	NEW	4.8k	44.91	View chart
Advanced Micro Devices (AMD)	0.0	$215k	NEW	1.3k	164.14	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.0	$209k	NEW	1.5k	139.59	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$204k	-4%	2.5k	80.30	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$203k	NEW	2.0k	101.32	View chart
Pulte (PHM)	0.0	$202k	NEW	1.4k	143.53	View chart
Netflix (NFLX)	0.0	$201k	NEW	284.00	708.25	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$201k	NEW	614.00	326.51	View chart
Aurora Innovation Class A Com (AUR)	0.0	$169k		29k	5.92	View chart
Ford Motor Company (F)	0.0	$121k	-3%	11k	10.56	View chart
Blend Labs Cl A (BLND)	0.0	$39k		10k	3.75	View chart

Past Filings by Wbh Advisory

SEC 13F filings are viewable for Wbh Advisory going back to 2011

Wbh Advisory 2024 Q3 filed Oct. 15, 2024
Wbh Advisory 2024 Q2 filed July 11, 2024
Wbh Advisory 2024 Q1 filed April 16, 2024
Wbh Advisory 2023 Q4 filed Jan. 9, 2024
Wbh Advisory 2023 Q3 filed Oct. 10, 2023
Wbh Advisory 2023 Q2 filed July 12, 2023
Wbh Advisory 2023 Q1 filed April 20, 2023
Wbh Advisory 2022 Q3 filed Oct. 18, 2022
Wbh Advisory 2022 Q2 filed July 12, 2022
Wbh Advisory 2022 Q1 filed April 29, 2022
Wbh Advisory 2021 Q4 filed Jan. 28, 2022
Wbh Advisory 2021 Q3 filed Oct. 25, 2021
Wbh Advisory 2021 Q2 filed July 27, 2021
Wbh Advisory 2021 Q1 filed April 19, 2021
Wbh Advisory 2020 Q4 filed Jan. 21, 2021
Wbh Advisory 2020 Q3 filed Oct. 27, 2020

View all past filings

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