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WBH Advisory Inc

Q4 2017 Holdings

Filed 2018-01-31 | 223 holdings | $9.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Invesco Sr Inc Tst(VVR)COM46131H107$5111,8030.0%
GrouponCL A399473107$6613,0750.0%
Blackrock Corp Hi Yld(HYT)ETF09255P107$13812,6810.0%
Fortive Group(FTV)COM34959J108$2002,7670.0%
Pshares Dynamic SoftwareETF73935X773$2013,1670.0%
PraxairCOM74005P104$2081,3500.0%
Vguard GrowthETF933908736$2121,5110.0%
Ishares USA Momentum(MTUM)ETF46432F396$2162,1040.0%
Public Storage(PSA)COM74460D109$2171,0430.0%
Fulton Financial(FULT)COM360271100$22012,3340.0%
Powershares ActiveETF73935B508$2212,7010.0%
Firstenergy(FE)COM337932107$2237,2870.0%
Ventas(VTR)COM92276F100$2233,7290.0%
Time WarnerCOM887317903$2242,4540.0%
Pimco Enhan Shrt Ma(MINT)ETF72201R833$2262,2330.0%
Amphenol Corp(APH)CL A032095101$2282,6000.0%
Gilead Sciences(GILD)COM375558103$2303,2110.0%
Marathon Pete(MPC)COM56585A102$2333,5360.0%
Anheuser-BuschCOM035229103$2392,1500.0%
Schlumberger Ltd(SLB)COM806857108$2423,6050.0%
Vguard Dev Mkt(VEA)ETF921943858$2495,5700.0%
Vguard Malvern(VTIP)ETF922020805$2535,1900.0%
Qualcomm Inc(QCOM)COM747525103$2553,9830.0%
iShares Core High Div(HDV)ETF46429B663$2582,8700.0%
iShares Russell 200(IWX)ETF464289420$2594,9520.0%
Weyerhauser(WY)COM962166104$2687,6090.0%
Vguard Lg Cap(VV)ETF922908637$2692,2010.0%
Occidental Petroleum(OXY)COM674599105$2713,6820.0%
Blackrock Inc(BLKCHF)COM09247X101$2725310.0%
Medtronic IncCOM585055106$2733,3820.0%
Paychex(PAYX)COM704326107$2854,1960.0%
SEI Investments(SEIC)COM784117103$2874,0000.0%
Berkshire Htwy Cl ACOM084990175$2971000.0%
Amgen(AMGN)COM031162100$3001,7290.0%
Kraft Heinz(KHC)COM500754106$3013,8740.0%
Church Dwight(CHD)COM171340102$3076,1240.0%
AetnaCOM00817Y108$3071,7030.0%
Vgrd Bd Short Term(BSV)ETF921937827$3093,9160.0%
IBM(IBM)COM459200101$3132,0440.0%
Broadcom LtdCOMY0486S104$3251,2660.0%
Goldman Sachs Grp(GS)COM38141G104$3281,2900.0%
Intuit(INTU)COM461202103$3392,1500.0%
MagellanMidstrm(WEP)COM559080106$3444,8490.0%
Blackstone Group(BXUSD)COM09253U108$34810,8880.0%
HP IncCOM428236103$35116,7230.0%
Rockwell Automation(ROK)COM773903109$3521,7930.0%
Microchip Tech(MCHP)COM595017104$3544,0300.0%
Raytheon(RTN1USD)COM755111507$3581,9070.0%
Schwab US MidCapETF818524508$3626,8140.0%
Alliant Energy(LNT)COM018802108$3658,5790.0%
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