IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

WBH Advisory Inc

Q4 2017 Holdings

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

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Lowes(LOW)COM548661107$1.3K14,4320.0%
Caterpillar Inc(CAT)COM149123101$1.4K8,6000.0%
Masco(MAS)COM574599106$1.4K30,9750.0%
United Tech(UTXZ)COM913017109$1.4K10,8410.0%
CSX Corp(CSX)COM126408103$1.4K25,2470.0%
Norfolk Southern(NSC)COM655844108$1.4K9,6910.0%
Oracle Corp(ORCL)COM68389X105$1.4K29,8900.0%
CVS Caremark(CVS)COM126650100$1.4K19,7770.0%
Visa(V)CL A92826C839$1.5K12,9500.0%
Real Estate Select Spdr(XLRE)ETF81369Y860$1.5K45,5210.0%
Prudential Financial(PRU)COM744320102$1.5K13,1230.0%
Coca-Cola Company(KO)COM191216100$1.5K32,9870.0%
McCormick(MKC)COM579780206$1.5K15,1260.0%
J P Morgan(JPM)COM46625H100$1.5K14,4390.0%
Chubb Ltd(CB)COMH1467J104$1.6K10,7420.0%
Vanguard Energy(VDE)ETF92204A306$1.6K16,0460.0%
Starbucks(SBUX)COM855244109$1.6K28,0350.0%
Boeing Co(BA)COM097023105$1.7K5,6020.0%
Home Depot(HD)COM437076102$1.7K8,9820.0%
Utilities Spdr(XLU)ETF81369Y886$1.7K32,3990.0%
FedEx Corp(FDX)COM31428X106$1.7K6,9320.0%
Verizon Comm(VZ)COM92343V104$1.7K32,9260.0%
Powershares QQQETF73935A104$1.8K11,2920.0%
Yum! Brands Inc(YUM)COM988498101$1.9K22,6950.0%
A T & T(T)COM00206R102$1.9K48,5700.0%
ColgatePalmolive(CL)COM194162103$1.9K25,3500.0%
Pfizer(PFE)COM717081103$2.0K55,0340.0%
Chevron Corp(CVX)COM166764100$2.1K16,8650.0%
Travelers Co(TRV)COM89417E109$2.3K17,0020.0%
Schwab Intl Equity(SCHF)ETF808524805$2.5K72,2570.0%
Vanguard Telecom(VOX)ETF92204A884$2.5K27,2100.0%
Vanguard Utilities(VPU)ETF92204A876$2.5K21,2270.0%
Schwab US Lg Cap(SCHX)ETF808524201$2.5K39,6690.0%
Altria Group Inc(MO)COM02209S103$2.6K36,0600.0%
Kimberly Clark(KMB)COM494368103$2.7K22,1740.0%
Intel Corp(INTC)COM458140100$2.8K61,1980.0%
Nike(NKE)COM654106103$2.9K45,8330.0%
ishares Emerg Mkts(IEMG)ETF46434G103$2.9K51,4100.0%
iShares Core S&P US Stock(ITOT)ETF464287150$3.0K49,2820.0%
Berkshire Htwy Cl BCOM084670207$3.1K15,6300.0%
Exxon Mobil(XOM)COM30231G102$3.2K38,0530.0%
Apple Computer(AAPL)COM037833100$3.5K20,6930.0%
Consumer Stpls Spdr(XLP)ETF81369Y308$3.6K62,7940.0%
iShares Core Mid Cap(IJR)ETF464287804$3.6K46,8500.0%
Technology Spdr(XLK)ETF81369Y803$3.6K56,4690.0%
3 M Company(MMM)COM88579Y101$3.8K16,1960.0%
Microsoft Corp(MSFT)COM594918104$3.9K45,0310.0%
Yum China(YUMC)COM98850P109$4.0K11,6250.0%
McDonalds(MCD)COM580135101$4.2K24,2970.0%
Healthcare Spdr(XLV)COM81369Y209$4.3K51,6640.0%
PreviousPage 4 of 5Next