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WBH Advisory Inc

Q1 2017 Holdings

Filed 2017-04-21 | 229 holdings | $8.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Northrop Grumman(NOC)COM666807102$1.0K4,2560.0%
Powershares Finl PfdETF73935X229$1.1K56,9670.0%
Powershares QQQETF73935A104$1.1K8,3570.0%
Celanese Corp(CE)COM150870103$1.1K11,8730.0%
Bristol Myers(BMY)COM110122108$1.1K19,7080.0%
Boeing Co(BA)COM097023105$1.1K6,1130.0%
PhilipMorrisIntl(PM)COM718172109$1.1K9,6290.0%
Sun Communities(SUI)COM866674104$1.1K13,6610.0%
Masco(MAS)COM574599106$1.1K33,6250.0%
Norfolk Southern(NSC)COM655844108$1.1K10,2190.0%
Vgrd Industrials(VIS)ETF92204A603$1.2K9,6540.0%
Home Depot(HD)COM437076102$1.2K8,3430.0%
Lowes(LOW)COM548661107$1.2K14,9200.0%
Visa(V)CL A92826C839$1.2K14,0490.0%
J P Morgan(JPM)COM46625H100$1.3K14,4240.0%
CSX Corp(CSX)COM126408103$1.3K27,5690.0%
United Tech(UTXZ)COM913017109$1.3K11,4520.0%
Eli Lilly Company(LLY)COM532457108$1.3K15,3050.0%
Real Estate Select Spdr(XLRE)ETF81369Y860$1.3K41,5600.0%
FedEx Corp(FDX)COM31428X106$1.3K6,8170.0%
Oracle Corp(ORCL)COM68389X105$1.4K30,9780.0%
Prudential Financial(PRU)COM744320102$1.5K13,8570.0%
McCormick(MKC/V)COM579780107$1.5K15,3080.0%
Coca-Cola Company(KO)COM191216100$1.5K35,2820.0%
Yum! Brands Inc(YUM)COM988498101$1.5K23,6330.0%
Chubb Ltd(CB)COMH1467J104$1.5K11,2130.0%
Merck(MRK)COM58933Y105$1.5K24,2450.0%
Utilities Spdr(XLU)ETF81369Y886$1.6K30,4270.0%
Starbucks(SBUX)COM855244109$1.6K28,0270.0%
Schwab Intl Equity(SCHF)ETF808524805$1.7K55,3810.0%
Schwab US Lg Cap(SCHX)ETF808524201$1.7K30,6880.0%
Verizon Comm(VZ)COM92343V104$1.8K36,0960.0%
Vgrd Energy(VDE)ETF92204A306$1.8K18,4670.0%
CVS Caremark(CVS)COM126650100$1.9K24,2780.0%
ColgatePalmolive(CL)COM194162103$2.0K26,7320.0%
Chevron Corp(CVX)COM166764100$2.0K18,8700.0%
Pfizer(PFE)COM717081103$2.0K59,8410.0%
Travelers Co(TRV)COM89417E109$2.1K14,5610.0%
A T & T(T)COM00206R102$2.2K52,2800.0%
Intel Corp(INTC)COM458140100$2.3K63,5350.0%
Berkshire Htwy Cl BCOM084670207$2.4K14,4000.0%
Vgrd Utilities(VPU)ETF92204A876$2.6K22,9720.0%
iShares Core S&P US Stock(ITOT)ETF464287150$2.7K50,7950.0%
Altria Group Inc(MO)COM02209S103$2.8K38,9180.0%
Vgrd Telecom(VOX)ETF92204A884$2.8K29,4330.0%
Nike(NKE)COM654106103$2.9K51,3130.0%
Technology Spdr(XLK)ETF81369Y803$2.9K54,8040.0%
iShares Core Mid Cap(IJR)ETF464287804$3.0K43,5370.0%
Kimberly Clark(KMB)COM494368103$3.1K23,1750.0%
Microsoft Corp(MSFT)COM594918104$3.1K46,9440.0%
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