All Stocks Held By WBH Advisory Inc.

As of 03/31/2024, we find all stocks held by WBH Advisory Inc. to be as follows, presented in the table below with each row detailing each WBH Advisory Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-WBH Advisory Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by WBH Advisory Inc. as of the latest filing.

Entity	Amount	Change 12/31/2023 to 03/31/2024	Position Size ($ in 1000's)
VANGUARD WORLD FD (VGT)	98,772	-2,182	$51,790
VGT	98,772	-2,182	$51,790
VANGUARD INDEX FDS (VTI)	165,073	+642	$42,902
VTI	165,073	+642	$42,902
SCHWAB STRATEGIC TR	600,272	+43,365	$36,647
SCHB	600,272	+43,365	$36,647
VANGUARD STAR FDS (VXUS)	469,975	+9,141	$28,340
VXUS	469,975	+9,141	$28,340
SELECT SECTOR SPDR TR (XLK)	122,797	+4,462	$25,575
XLK	122,797	+4,462	$25,575
VANGUARD INDEX FDS (VB)	93,301	-90	$21,328
VB	93,301	-90	$21,328
ISHARES TR (IEFA)	277,220	+6,706	$20,575
IEFA	277,220	+6,706	$20,575
VANGUARD WORLD FD (VHT)	75,249	-1,590	$20,356
VHT	75,249	-1,590	$20,356
VANGUARD SCOTTSDALE FDS (VGIT)	343,280	+87,020	$20,099
VGIT	343,280	+87,020	$20,099
SPDR SER TR (SPLG)	323,974	+14,004	$19,934
SPLG	323,974	+14,004	$19,934
FIDELITY MERRIMACK STR TR	422,493	+72,776	$19,143
FBND	422,493	+72,776	$19,143
SCHWAB STRATEGIC TR	199,707	-29,648	$18,517
SCHG	199,707	-29,648	$18,517
VANGUARD SCOTTSDALE FDS (VGSH)	312,940	-42,744	$18,172
VGSH	312,940	-42,744	$18,172
SCHWAB STRATEGIC TR	289,602	+418	$17,973
SCHX	289,602	+418	$17,973
MICROSOFT CORP	37,512	-591	$15,782
MSFT	37,512	-591	$15,782
SELECT SECTOR SPDR TR (XLY)	84,020	+6,555	$15,450
XLY	84,020	+6,555	$15,450
VANGUARD BD INDEX FDS (BND)	193,546	+18,481	$14,057
BND	193,546	+18,481	$14,057
ISHARES TR (IVV)	26,603	+1,717	$13,986
IVV	26,603	+1,717	$13,986
APPLE INC	74,938	+7,805	$12,850
AAPL	74,938	+7,805	$12,850
SELECT SECTOR SPDR TR (XLV)	86,667	+5,263	$12,803
XLV	86,667	+5,263	$12,803
VANGUARD WORLD FD (VFH)	119,916	-653	$12,278
VFH	119,916	-653	$12,278
SELECT SECTOR SPDR TR (XLC)	150,196	+2,286	$12,265
XLC	150,196	+2,286	$12,265
ISHARES TR (ITOT)	106,272	+1,231	$12,253
ITOT	106,272	+1,231	$12,253
SCHWAB STRATEGIC TR	310,239	+28,690	$12,106
SCHF	310,239	+28,690	$12,106
SPDR SER TR (SPSM)	260,091	+19,142	$11,194
SPSM	260,091	+19,142	$11,194
SELECT SECTOR SPDR TR (XLI)	87,120	+13,485	$10,974
XLI	87,120	+13,485	$10,974
SELECT SECTOR SPDR TR (XLF)	259,939	+229	$10,949
XLF	259,939	+229	$10,949
VANGUARD SCOTTSDALE FDS (VCSH)	131,679	+13,814	$10,180
VCSH	131,679	+13,814	$10,180
SPDR SER TR (SPMD)	188,365	+5,115	$10,047
SPMD	188,365	+5,115	$10,047
VANGUARD INTL EQUITY INDEX F (VT)	84,618	-4,656	$9,350
VT	84,618	-4,656	$9,350
ISHARES TR (QUAL)	54,208	+9,785	$8,909
QUAL	54,208	+9,785	$8,909
VANGUARD BD INDEX FDS (BSV)	113,809	+51	$8,726
BSV	113,809	+51	$8,726
VANGUARD INDEX FDS (VTV)	53,583	+6,356	$8,726
VTV	53,583	+6,356	$8,726
SELECT SECTOR SPDR TR (XLE)	88,867	-8,153	$8,390
XLE	88,867	-8,153	$8,390
ELI LILLY & CO	10,273	-645	$7,992
LLY	10,273	-645	$7,992
BERKSHIRE HATHAWAY INC DEL			$7,896
BRK.B	18,776	-22	$7,896
SPDR S&P 500 ETF TR (SPY)	15,095	-1,733	$7,896
SPY	15,095	-1,733	$7,896
VANGUARD ADMIRAL FDS INC (VOOV)	43,257	-3,490	$7,807
VOOV	43,257	-3,490	$7,807
INVESCO EXCH TRADED FD TR II (QQQM)	37,132	+132	$6,784
QQQM	37,132	+132	$6,784
INVESCO EXCHANGE TRADED FD T (SPGP)	59,867	-3,452	$6,375
SPGP	59,867	-3,452	$6,375
ISHARES TR (LQD)	58,146	+312	$6,333
LQD	58,146	+312	$6,333
PROCTER AND GAMBLE CO	39,009	+890	$6,329
PG	39,009	+890	$6,329
ISHARES INC (IEMG)	118,916	+2,621	$6,136
IEMG	118,916	+2,621	$6,136
ISHARES TR (MBB)	64,226	+3,831	$5,936
MBB	64,226	+3,831	$5,936
VANGUARD INTL EQUITY INDEX F (VEU)	98,206	-523	$5,760
VEU	98,206	-523	$5,760
JOHNSON & JOHNSON	30,418	-3,018	$4,812
JNJ	30,418	-3,018	$4,812
PEPSICO INC	26,951	-991	$4,717
PEP	26,951	-991	$4,717
ISHARES TR (IXUS)	69,081	+729	$4,688
IXUS	69,081	+729	$4,688
INVESCO QQQ TR	10,498	-99	$4,661
QQQ	10,498	-99	$4,661
ISHARES U S ETF TR (NEAR)	90,051	+21,067	$4,544
NEAR	90,051	+21,067	$4,544
MCDONALDS CORP	16,105	-649	$4,541
MCD	16,105	-649	$4,541
SELECT SECTOR SPDR TR (XLP)	58,400	-457	$4,459
XLP	58,400	-457	$4,459
SCHWAB STRATEGIC TR	89,781	-3,340	$4,421
SCHA	89,781	-3,340	$4,421
COSTCO WHSL CORP NEW	5,886	-198	$4,312
COST	5,886	-198	$4,312
SCHWAB STRATEGIC TR	167,996	+12,034	$4,242
SCHE	167,996	+12,034	$4,242
VANGUARD WORLD FD (VOX)	32,090	-179	$4,211
VOX	32,090	-179	$4,211
SPDR INDEX SHS FDS (SPDW)	116,272	+1,786	$4,167
SPDW	116,272	+1,786	$4,167
ALPHABET INC	27,104	-155	$4,091
GOOGL	27,104	-155	$4,091
ISHARES TR (IJR)	35,227	+1,516	$3,893
IJR	35,227	+1,516	$3,893
BLACKROCK ETF TRUST II (BINC)	70,595	+28,043	$3,703
BINC	70,595	+28,043	$3,703
CAPITAL GRP FIXED INCM ETF T (CGCP)	162,042	+42,657	$3,639
CGCP	162,042	+42,657	$3,639
ISHARES TR (IYW)	26,947	+1	$3,639
IYW	26,947	+1	$3,639
SCHWAB STRATEGIC TR	70,879	-293	$3,417
SCHO	70,879	-293	$3,417
VANGUARD INDEX FDS (VNQ)	37,523	-8,980	$3,245
VNQ	37,523	-8,980	$3,245
ISHARES TR (IVW)	36,729	-874	$3,101
IVW	36,729	-874	$3,101
SCHWAB STRATEGIC TR	37,749	+3,385	$3,044
SCHD	37,749	+3,385	$3,044
AMAZON COM INC	16,731	+276	$3,018
AMZN	16,731	+276	$3,018
VANGUARD WORLD FD (VIS)	12,251	-89	$2,991
VIS	12,251	-89	$2,991
VANGUARD INTL EQUITY INDEX F (VWO)	70,798	+596	$2,957
VWO	70,798	+596	$2,957
DISNEY WALT CO	23,388	-320	$2,862
DIS	23,388	-320	$2,862
SCHWAB STRATEGIC TR	83,708	-16,125	$2,823
SCHQ	83,708	-16,125	$2,823
SELECT SECTOR SPDR TR (XLB)	28,930	+882	$2,687
XLB	28,930	+882	$2,687
MCCORMICK & CO INC			$2,659
MKC	26,041	-807	$2,000
COM VTG	8,512	UNCH	$659
JPMORGAN CHASE & CO	12,966	-130	$2,597
JPM	12,966	-130	$2,597
SELECT SECTOR SPDR TR (XLU)	37,808	-636	$2,482
XLU	37,808	-636	$2,482
CISCO SYS INC	49,233	-4,081	$2,457
CSCO	49,233	-4,081	$2,457
ISHARES TR (EFA)	30,134	-529	$2,407
EFA	30,134	-529	$2,407
VANGUARD WORLD FD (VDC)	11,625	UNCH	$2,373
VDC	11,625	UNCH	$2,373
CUMMINS INC	7,993	-274	$2,355
CMI	7,993	-274	$2,355
ISHARES TR (DGRO)	40,471	-1,283	$2,350
DGRO	40,471	-1,283	$2,350
SELECT SECTOR SPDR TR (XLRE)	56,883	+1,090	$2,249
XLRE	56,883	+1,090	$2,249
VANGUARD WORLD FD (VDE)	17,052	-138	$2,246
VDE	17,052	-138	$2,246
ALPHABET INC	14,695	-149	$2,237
GOOG	14,695	-149	$2,237
ISHARES TR (IVE)	11,640	-129	$2,174
IVE	11,640	-129	$2,174
SCHWAB STRATEGIC TR	26,682	+175	$2,173
SCHM	26,682	+175	$2,173
HOME DEPOT INC	5,588	-210	$2,143
HD	5,588	-210	$2,143
MERCK & CO INC	15,935	-2,298	$2,103
MRK	15,935	-2,298	$2,103
CATERPILLAR INC	5,684	-4	$2,083
CAT	5,684	-4	$2,083
VANGUARD WORLD FD (VPU)	14,413	-617	$2,055
VPU	14,413	-617	$2,055
TRAVELERS COMPANIES INC	8,913	-417	$2,051
TRV	8,913	-417	$2,051
YUM BRANDS INC	14,437	-541	$2,002
YUM	14,437	-541	$2,002
VANGUARD INDEX FDS (VOO)	4,142	+2	$1,991
VOO	4,142	+2	$1,991
VISA INC	7,080	+1,731	$1,976
V	7,080	+1,731	$1,976
GRAINGER W W INC	1,909	+4	$1,942
GWW	1,909	+4	$1,942
LOWES COS INC	7,592	-128	$1,934
LOW	7,592	-128	$1,934
ISHARES TR (IUSB)	42,101	-811	$1,919
IUSB	42,101	-811	$1,919
NIKE INC	19,955	-561	$1,875
NKE	19,955	-561	$1,875
ISHARES GOLD TR (IAU)	41,894	-4,814	$1,760
IAU	41,894	-4,814	$1,760
META PLATFORMS INC	3,591	-54	$1,744
META	3,591	-54	$1,744
MASTERCARD INCORPORATED	3,510	+2,005	$1,690
MA	3,510	+2,005	$1,690
ISHARES INC (EWJ)	23,387	+6,437	$1,669
EWJ	23,387	+6,437	$1,669
WALMART INC	27,732	+17,458	$1,669
WMT	27,732	+17,458	$1,669
ISHARES INC (URTH)	11,422	-41	$1,655
URTH	11,422	-41	$1,655
SPDR INDEX SHS FDS (SPEM)	45,664	-501	$1,653
SPEM	45,664	-501	$1,653
WASTE MGMT INC DEL	7,737	-260	$1,649
WM	7,737	-260	$1,649
SCHWAB STRATEGIC TR	35,804	-798	$1,647
SCHZ	35,804	-798	$1,647
CSX CORP	43,820	-23	$1,624
CSX	43,820	-23	$1,624
SUN CMNTYS INC	12,443	-262	$1,600
SUI	12,443	-262	$1,600
GOLDMAN SACHS ETF TR (GSLC)	15,348	-5,294	$1,593
GSLC	15,348	-5,294	$1,593
VANGUARD TAX MANAGED FDS (VEA)	31,542	+1	$1,582
VEA	31,542	+1	$1,582
VANGUARD WORLD FD (VCR)	4,969	-22	$1,579
VCR	4,969	-22	$1,579
ORACLE CORP	12,566	+598	$1,578
ORCL	12,566	+598	$1,578
GALLAGHER ARTHUR J & CO	6,269	-759	$1,568
AJG	6,269	-759	$1,568
ISHARES TR (AGG)	15,361	+212	$1,504
AGG	15,361	+212	$1,504
HONEYWELL INTL INC	7,213	-226	$1,481
HON	7,213	-226	$1,481
GLOBAL X FDS	36,501	-304	$1,453
PAVE	36,501	-304	$1,453
ISHARES TR (MUB)	13,428	+903	$1,445
MUB	13,428	+903	$1,445
BANK AMERICA CORP	37,483	-4,080	$1,421
BAC	37,483	-4,080	$1,421
ISHARES TR (DVY)	11,330	+8	$1,396
DVY	11,330	+8	$1,396
CHEVRON CORP NEW	8,764	-714	$1,382
CVX	8,764	-714	$1,382
SPDR SER TR (XAR)	9,741	-85	$1,369
XAR	9,741	-85	$1,369
VANGUARD SPECIALIZED FUNDS (VIG)	7,443	-210	$1,359
VIG	7,443	-210	$1,359
ABBVIE INC	7,333	-26	$1,335
ABBV	7,333	-26	$1,335
SPDR SER TR (TFI)	28,562	-532	$1,328
TFI	28,562	-532	$1,328
SCHWAB STRATEGIC TR	17,470	-8,164	$1,327
SCHV	17,470	-8,164	$1,327
COCA COLA CO	21,377	-1,627	$1,308
KO	21,377	-1,627	$1,308
STARBUCKS CORP	14,184	-601	$1,296
SBUX	14,184	-601	$1,296
ISHARES TR (USIG)	25,451	-258	$1,292
USIG	25,451	-258	$1,292
SPDR INDEX SHS FDS (FEZ)	24,423	-243	$1,283
FEZ	24,423	-243	$1,283
DEERE & CO	3,061	-58	$1,257
DE	3,061	-58	$1,257
NORFOLK SOUTHN CORP	4,921	-273	$1,254
NSC	4,921	-273	$1,254
FIDELITY COVINGTON TRUST	42,474	-9,485	$1,240
FELV	42,474	-9,485	$1,240
PUBLIC STORAGE	4,275	-19	$1,240
PSA	4,275	-19	$1,240
ABBOTT LABS	10,716	-91	$1,218
ABT	10,716	-91	$1,218
ISHARES TR (IJH)	19,965	+16,002	$1,213
IJH	19,965	+16,002	$1,213
ISHARES TR (USMV)	14,085	-892	$1,177
USMV	14,085	-892	$1,177
ISHARES TR (ESGU)	9,832	+196	$1,130
ESGU	9,832	+196	$1,130
NORTHROP GRUMMAN CORP	2,335	-262	$1,118
NOC	2,335	-262	$1,118
INTUIT	1,706	-23	$1,109
INTU	1,706	-23	$1,109
KIMBERLY CLARK CORP	8,531	-2,319	$1,104
KMB	8,531	-2,319	$1,104
VANGUARD BD INDEX FDS (VUSB)	22,221	-500	$1,101
VUSB	22,221	-500	$1,101
VANGUARD MUN BD FDS (VTEB)	21,516	-266	$1,089
VTEB	21,516	-266	$1,089
GLOBAL X FDS	22,313	+11,092	$1,076
MLPA	22,313	+11,092	$1,076
SHERWIN WILLIAMS CO	3,004	+4	$1,043
SHW	3,004	+4	$1,043
SERVICENOW INC	1,362	UNCH	$1,038
NOW	1,362	UNCH	$1,038
INTEL CORP	23,457	-976	$1,036
INTC	23,457	-976	$1,036
AMERICAN TOWER CORP NEW	5,146	-197	$1,017
AMT	5,146	-197	$1,017
VANGUARD INDEX FDS (VUG)	2,936	UNCH	$1,011
VUG	2,936	UNCH	$1,011
PIMCO ETF TR (LDUR)	10,332	-1,502	$980
LDUR	10,332	-1,502	$980
ISHARES TR (AOR)	17,217	UNCH	$958
AOR	17,217	UNCH	$958
VANGUARD WORLD FD (VAW)	4,601	-211	$941
VAW	4,601	-211	$941
CHUBB LIMITED	3,610	-82	$935
CB	3,610	-82	$935
PARKER HANNIFIN CORP	1,678	-25	$933
PH	1,678	-25	$933
PNC FINL SVCS GROUP INC	5,776	+907	$933
PNC	5,776	+907	$933
COLGATE PALMOLIVE CO	10,352	-413	$932
CL	10,352	-413	$932
AMERICAN EXPRESS CO	4,061	+14	$925
AXP	4,061	+14	$925
ISHARES INC (ACWV)	8,775	-405	$924
ACWV	8,775	-405	$924
BLACKROCK INC	1,083	+500	$903
BLK	1,083	+500	$903
UNION PAC CORP	3,664	-112	$901
UNP	3,664	-112	$901
TARGET CORP	5,029	-153	$891
TGT	5,029	-153	$891
AUTOMATIC DATA PROCESSING IN	3,543	-51	$885
ADP	3,543	-51	$885
NVIDIA CORPORATION	971	+135	$878
NVDA	971	+135	$878
SPDR DOW JONES INDL AVERAGE (DIA)	2,202	+1	$876
DIA	2,202	+1	$876
PALANTIR TECHNOLOGIES INC	37,280	+30	$858
PLTR	37,280	+30	$858
EXXON MOBIL CORP	7,379	-78	$858
XOM	7,379	-78	$858
ISHARES TR (IWY)	4,331	+232	$845
IWY	4,331	+232	$845
CINTAS CORP	1,193	+2	$820
CTAS	1,193	+2	$820
CHURCHILL DOWNS INC	6,550	UNCH	$811
CHDN	6,550	UNCH	$811
MERCADOLIBRE INC	531	UNCH	$803
MELI	531	UNCH	$803
VANGUARD INDEX FDS (VO)	3,203	+1	$800
VO	3,203	+1	$800
ISHARES TR (IEUR)	13,631	-17,723	$789
IEUR	13,631	-17,723	$789
SPDR SER TR (HYMB)	30,445	-638	$782
HYMB	30,445	-638	$782
COMCAST CORP NEW	17,966	+4	$779
CMCSA	17,966	+4	$779
CVS HEALTH CORP	9,705	-611	$774
CVS	9,705	-611	$774
PFIZER INC	27,812	-5,577	$772
PFE	27,812	-5,577	$772
ISHARES TR (IGV)	9,011	+7,097	$768
IGV	9,011	+7,097	$768
SCHWAB STRATEGIC TR	37,563	-12,112	$763
SCHH	37,563	-12,112	$763
ISHARES TR (IEF)	7,920	+7,920	$750
IEF	7,920	+7,920	$750
SPDR SER TR (BILS)	7,534	-972	$749
BILS	7,534	-972	$749
DANAHER CORPORATION	2,991	-38	$747
DHR	2,991	-38	$747
SPDR SER TR (SPMB)	33,560	-2,938	$729
SPMB	33,560	-2,938	$729
NEXTERA ENERGY INC	11,373	-243	$727
NEE	11,373	-243	$727
UNITED RENTALS INC	1,000	UNCH	$721
URI	1,000	UNCH	$721
RTX CORPORATION	7,290	+417	$711
RTX	7,290	+417	$711
SALESFORCE INC	2,292	+130	$690
CRM	2,292	+130	$690
MARTIN MARIETTA MATLS INC	1,118	UNCH	$686
MLM	1,118	UNCH	$686
LOCKHEED MARTIN CORP	1,473	-12	$670
LMT	1,473	-12	$670
PRUDENTIAL FINL INC	5,666	-197	$665
PRU	5,666	-197	$665
INTERNATIONAL BUSINESS MACHS	3,447	-68	$658
IBM	3,447	-68	$658
BLACKSTONE INC	4,997	-582	$656
BX	4,997	-582	$656
ISHARES TR (GNMA)	13,950	+45	$605
GNMA	13,950	+45	$605
INTUITIVE SURGICAL INC	1,502	+1,502	$599
ISRG	1,502	+1,502	$599
TESLA INC	3,380	-30	$594
TSLA	3,380	-30	$594
HERSHEY CO	3,019	-302	$587
HSY	3,019	-302	$587
INVESCO EXCHANGE TRADED FD T (PFM)	13,631	-601	$580
PFM	13,631	-601	$580
BLACKROCK ETF TRUST (LCTU)	9,741	+553	$559
LCTU	9,741	+553	$559
INVESCO EXCH TRADED FD TR II (PCY)	27,343	-22	$559
PCY	27,343	-22	$559
DUKE ENERGY CORP NEW	5,772	-437	$558
DUK	5,772	-437	$558
CELANESE CORP DEL	3,225	-325	$554
CE	3,225	-325	$554
ISHARES TR (SUB)	5,144	-173	$539
SUB	5,144	-173	$539
BROADCOM INC	405	+4	$537
AVGO	405	+4	$537
EMERSON ELEC CO	4,730	-298	$536
EMR	4,730	-298	$536
AFLAC INC	6,167	-95	$529
AFL	6,167	-95	$529
DIMENSIONAL ETF TRUST (DFAC)	16,478	UNCH	$526
DFAC	16,478	UNCH	$526
METLIFE INC	7,046	-2,360	$522
MET	7,046	-2,360	$522
BOEING CO	2,688	-1,253	$519
BA	2,688	-1,253	$519
MONDELEZ INTL INC	7,364	-649	$516
MDLZ	7,364	-649	$516
PIMCO ETF TR (SMMU)	10,261	+279	$512
SMMU	10,261	+279	$512
AMPHENOL CORP NEW	4,430	UNCH	$511
APH	4,430	UNCH	$511
CONSTELLATION BRANDS INC	1,876	-11	$510
STZ	1,876	-11	$510
CROWN CASTLE INC	4,784	-126	$506
CCI	4,784	-126	$506
AIR PRODS & CHEMS INC	2,072	+142	$502
APD	2,072	+142	$502
PRICE T ROWE GROUP INC	4,073	-211	$497
TROW	4,073	-211	$497
EATON CORP PLC	1,580	+190	$494
ETN	1,580	+190	$494
ACCENTURE PLC IRELAND	1,416	-25	$491
ACN	1,416	-25	$491
AMERICAN ELEC PWR CO INC	5,585	-260	$481
AEP	5,585	-260	$481
CONSTELLATION ENERGY CORP	2,604	-156	$481
CEG	2,604	-156	$481
ISHARES TR (ACWX)	8,977	+50	$479
ACWX	8,977	+50	$479
BRISTOL MYERS SQUIBB CO	8,793	-1,756	$477
BMY	8,793	-1,756	$477
SPDR S&P MIDCAP 400 ETF TR (MDY)	845	+1	$470
MDY	845	+1	$470
AMGEN INC	1,643	-33	$467
AMGN	1,643	-33	$467
ISHARES TR (ICLN)	32,422	-87	$453
ICLN	32,422	-87	$453
TRACTOR SUPPLY CO	1,722	+8	$451
TSCO	1,722	+8	$451
T MOBILE US INC	2,725	-147	$445
TMUS	2,725	-147	$445
PHILIP MORRIS INTL INC	4,846	-100	$444
PM	4,846	-100	$444
OLD DOMINION FREIGHT LINE IN	2,000	+1,000	$439
ODFL	2,000	+1,000	$439
FERRARI N V	1,000	UNCH	$436
RACE	1,000	UNCH	$436
PIMCO ETF TR (MUNI)	8,007	+1,357	$420
MUNI	8,007	+1,357	$420
ILLINOIS TOOL WKS INC	1,544	-149	$414
ITW	1,544	-149	$414
3M CO	3,884	-518	$412
MMM	3,884	-518	$412
SPDR SER TR (SPYD)	9,790	-1,738	$399
SPYD	9,790	-1,738	$399
FISERV INC	2,493	+7	$398
FI	2,493	+7	$398
FIDELITY COVINGTON TRUST	5,666	UNCH	$395
FHLC	5,666	UNCH	$395
INVESCO EXCHANGE TRADED FD T (PKW)	3,586	-97	$388
PKW	3,586	-97	$388
NXP SEMICONDUCTORS N V	1,560	UNCH	$386
NXPI	1,560	UNCH	$386
ISHARES TR (HDV)	3,454	+8	$381
HDV	3,454	+8	$381
BECTON DICKINSON & CO	1,528	+93	$378
BDX	1,528	+93	$378
VANGUARD WELLINGTON FD (VFVA)	3,167	+16	$378
VFVA	3,167	+16	$378
EASTMAN CHEM CO	3,740	-144	$375
EMN	3,740	-144	$375
ISHARES TR (IWX)	4,903	-1	$374
IWX	4,903	-1	$374
ISHARES TR (DSI)	3,694	+195	$372
DSI	3,694	+195	$372
FEDEX CORP	1,279	-1,837	$371
FDX	1,279	-1,837	$371
SPDR SER TR (SPSB)	12,310	-1,002	$366
SPSB	12,310	-1,002	$366
ALTRIA GROUP INC	8,375	+228	$365
MO	8,375	+228	$365
CONOCOPHILLIPS	2,839	-725	$361
COP	2,839	-725	$361
VANGUARD INDEX FDS (VV)	1,501	+4	$360
VV	1,501	+4	$360
INVESCO EXCH TRADED FD TR II (SPLV)	5,330	+1	$351
SPLV	5,330	+1	$351
ISHARES INC (EZU)	6,843	+58	$349
EZU	6,843	+58	$349
PPG INDS INC	2,400	-150	$348
PPG	2,400	-150	$348
SCHWAB STRATEGIC TR	7,087	-7,035	$348
SCHR	7,087	-7,035	$348
EXELON CORP	8,945	-445	$336
EXC	8,945	-445	$336
ISHARES TR (USXF)	7,351	+299	$332
USXF	7,351	+299	$332
FASTENAL CO	4,225	-38	$326
FAST	4,225	-38	$326
FIDELITY COVINGTON TRUST	5,422	-13	$322
FNCL	5,422	-13	$322
KLA CORP	452	-50	$316
KLAC	452	-50	$316
ISHARES TR (MTUM)	1,685	-53	$316
MTUM	1,685	-53	$316
QUALCOMM INC	1,851	UNCH	$313
QCOM	1,851	UNCH	$313
J P MORGAN EXCHANGE TRADED F (JQUA)	5,859	-79	$310
JQUA	5,859	-79	$310
VANGUARD INDEX FDS (VBK)	1,185	+14	$309
VBK	1,185	+14	$309
ISHARES TR (FLOT)	5,938	UNCH	$303
FLOT	5,938	UNCH	$303
ISHARES TR (ICVT)	3,717	UNCH	$297
ICVT	3,717	UNCH	$297
SNAP ON INC	1,000	UNCH	$296
SNA	1,000	UNCH	$296
TRUIST FINL CORP	7,527	-536	$293
TFC	7,527	-536	$293
SPDR SER TR (SPTI)	10,335	-174	$291
SPTI	10,335	-174	$291
PAYCHEX INC	2,349	+1	$288
PAYX	2,349	+1	$288
SEI INVTS CO	4,000	UNCH	$288
SEIC	4,000	UNCH	$288
FIDELITY COVINGTON TRUST	6,719	-110	$285
FUTY	6,719	-110	$285
AMERIPRISE FINL INC	643	+3	$282
AMP	643	+3	$282
VANECK ETF TRUST (HYD)	5,398	-301	$282
HYD	5,398	-301	$282
FIDELITY NATL INFORMATION SV	3,793	+3,793	$281
FIS	3,793	+3,793	$281
MARVELL TECHNOLOGY INC	3,912	+3,912	$277
MRVL	3,912	+3,912	$277
ALLIANT ENERGY CORP	5,432	-1,424	$274
LNT	5,432	-1,424	$274
ISHARES TR (SOXX)	1,200	+800	$271
SOXX	1,200	+800	$271
GENERAL ELECTRIC CO	1,537	+1,537	$270
GE	1,537	+1,537	$270
CHURCH & DWIGHT CO INC	2,542	-174	$265
CHD	2,542	-174	$265
CANADIAN PACIFIC KANSAS CITY	2,992	-488	$264
CP	2,992	-488	$264
CLOROX CO DEL	1,695	-1,335	$260
CLX	1,695	-1,335	$260
INVESCO EXCHANGE TRADED FD T (IGPT)	5,751	+5,751	$260
IGPT	5,751	+5,751	$260
ISHARES TR (EMB)	2,825	-10,024	$253
EMB	2,825	-10,024	$253
AGILENT TECHNOLOGIES INC	1,716	-133	$250
A	1,716	-133	$250
YUM CHINA HLDGS INC	6,087	-425	$242
YUMC	6,087	-425	$242
MASCO CORP	3,055	-295	$241
MAS	3,055	-295	$241
VANGUARD INTL EQUITY INDEX F (VSS)	2,040	-80	$238
VSS	2,040	-80	$238
ISHARES TR (HYG)	3,024	-462	$235
HYG	3,024	-462	$235
GENERAL MLS INC	3,337	-243	$233
GIS	3,337	-243	$233
SPDR SER TR (SPYX)	5,454	UNCH	$233
SPYX	5,454	UNCH	$233
VERIZON COMMUNICATIONS INC	5,552	-527	$233
VZ	5,552	-527	$233
ECOLAB INC	1,003	-97	$232
ECL	1,003	-97	$232
GENERAL DYNAMICS CORP	821	+821	$232
GD	821	+821	$232
ANALOG DEVICES INC	1,154	-35	$228
ADI	1,154	-35	$228
APPLIED MATLS INC	1,103	+1,103	$227
AMAT	1,103	+1,103	$227
STANLEY BLACK & DECKER INC	2,321	UNCH	$227
SWK	2,321	UNCH	$227
UNITED PARCEL SERVICE INC	1,465	+1,465	$218
UPS	1,465	+1,465	$218
UNITEDHEALTH GROUP INC	438	+47	$217
UNH	438	+47	$217
M & T BK CORP	1,468	-54	$213
MTB	1,468	-54	$213
ISHARES TR (IWD)	1,183	+1,183	$212
IWD	1,183	+1,183	$212
DUPONT DE NEMOURS INC	2,727	-404	$209
DD	2,727	-404	$209
INTERNATIONAL PAPER CO	5,357	+5,357	$209
IP	5,357	+5,357	$209
PIMCO ETF TR (MINT)	2,077	+17	$209
MINT	2,077	+17	$209
DELTA AIR LINES INC DEL	4,352	+4,352	$208
DAL	4,352	+4,352	$208
ISHARES TR (OEF)	842	+842	$208
OEF	842	+842	$208
ISHARES TR (TLT)	2,187	-541	$207
TLT	2,187	-541	$207
TJX COS INC NEW	2,026	+2,026	$205
TJX	2,026	+2,026	$205
AMERICAN CENTY ETF TR (AVUS)	2,281	+2,281	$204
AVUS	2,281	+2,281	$204
ISHARES TR (IBB)	1,468	+1,468	$201
IBB	1,468	+1,468	$201
GLOBAL X FDS	10,155	UNCH	$173
CHIQ	10,155	UNCH	$173
FORD MTR CO DEL	11,902	+73	$158
F	11,902	+73	$158
AURORA INNOVATION INC	28,559	UNCH	$81
AUR	28,559	UNCH	$81
BLEND LABS INC	10,369	+0	$34
BLND	10,369	UNCH	$34
ADOBE INC			$0 (exited)
ADBE	0	-377	$0
BOSTON SCIENTIFIC CORP			$0 (exited)
BSX	0	-3,556	$0
GOLDMAN SACHS GROUP INC			$0 (exited)
GS	0	-570	$0
INVESCO ACTIVELY MANAGED ETF			$0 (exited)
GTO	0	-4,606	$0
ISHARES TR			$0 (exited)
IEI	0	-3,319	$0
REALTY INCOME CORP			$0 (exited)
O	0	-3,530	$0
INVESCO EXCHANGE TRADED FD T			$0 (exited)
PSJ	0	-5,751	$0
PHILLIPS 66			$0 (exited)
PSX	0	-3,064	$0
INVESCO EXCHANGE TRADED FD T			$0 (exited)
RSP	0	-11,203	$0
VANGUARD SCOTTSDALE FDS			$0 (exited)
VGLT	0	-3,262	$0
VALERO ENERGY CORP	0	-1,904	$0 (exited)
VLO	0	-1,904	$0

See Summary: WBH Advisory Inc. Top Holdings
See Details: Top 10 Stocks Held By WBH Advisory Inc.

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
IEF	+7,920	+$750
ISRG	+1,502	+$599
FIS	+3,793	+$281
MRVL	+3,912	+$277
GE	+1,537	+$270
IGPT	+5,751	+$260
GD	+821	+$232
AMAT	+1,103	+$227
UPS	+1,465	+$218
IWD	+1,183	+$212

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
RSP	-11,203	-$1,768
PSX	-3,064	-$408
IEI	-3,319	-$389
VLO	-1,904	-$248
ADBE	-377	-$225
GS	-570	-$220
GTO	-4,606	-$218
BSX	-3,556	-$206
O	-3,530	-$203
VGLT	-3,262	-$201

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
VGIT	+87,020	+$4,898
FBND	+72,776	+$3,042
SCHB	+43,365	+$5,644
CGCP	+42,657	+$930
SCHF	+28,690	+$1,700
BINC	+28,043	+$1,479
NEAR	+21,067	+$1,059
SPSM	+19,142	+$1,031
BND	+18,481	+$1,181
WMT	+17,458	+$49

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
VGSH	-42,744	-$2,575
SCHG	-29,648	-$510
IEUR	-17,723	-$936
SCHQ	-16,125	-$679
SCHH	-12,112	-$266
EMB	-10,024	-$891
FELV	-9,485	-$155
VNQ	-8,980	-$864
SCHV	-8,164	-$470

WBH Advisory Inc. Info

Size ($ in 1000's)
At 03/31/2024: $971,805
At 12/31/2023: $899,068

WBH Advisory Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from WBH Advisory Inc. 13F filings. Link to 13F filings: SEC filings

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