IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

WBH Advisory Inc

Q1 2018 Holdings

Filed 2018-04-30 | 225 holdings | $9.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Merck(MRK)COM58933Y105$1.3K23,1440.0%
Amazon com(AMZN)COM023135106$1.3K8940.0%
Norfolk Southern(NSC)COM655844108$1.3K9,5950.0%
Amer Tower(AMT)COM03027X100$1.3K8,9840.0%
Schwab Emrg Mkt(SCHE)ETF808524706$1.3K46,4370.0%
Prudential Financial(PRU)COM744320102$1.3K12,9760.0%
United Tech(UTXZ)COM913017109$1.4K10,7440.0%
Oracle Corp(ORCL)COM68389X105$1.4K29,6680.0%
CSX Corp(CSX)COM126408103$1.4K24,9610.0%
Spdr S&P Mid Cap(MDY)ETF78467Y107$1.4K4,0950.0%
Coca-Cola Company(KO)COM191216100$1.4K32,8870.0%
Northrop Grumman(NOC)COM666807102$1.4K4,1130.0%
Chubb Ltd(CB)COMH1467J104$1.5K10,6620.0%
Starbucks(SBUX)COM855244109$1.5K26,0460.0%
Visa(V)CL A92826C839$1.5K12,8500.0%
Utilities Spdr(XLU)ETF81369Y886$1.6K30,9480.0%
Verizon Comm(VZ)COM92343V104$1.6K32,7710.0%
Vanguard Energy(VDE)ETF92204A306$1.6K17,3420.0%
Home Depot(HD)COM437076102$1.6K8,9990.0%
McCormick(MKC)COM579780206$1.6K15,0890.0%
J P Morgan(JPM)COM46625H100$1.6K14,9610.0%
Real Estate Select Spdr(XLRE)ETF81369Y860$1.7K54,0860.0%
A T & T(T)COM00206R102$1.7K48,1500.0%
ColgatePalmolive(CL)COM194162103$1.8K24,7710.0%
FedEx Corp(FDX)COM31428X106$1.8K7,4440.0%
Chevron Corp(CVX)COM166764100$1.9K16,4080.0%
Powershares QQQETF73935A104$1.9K11,8670.0%
Pfizer(PFE)COM717081103$1.9K54,2950.0%
Boeing Co(BA)COM097023105$1.9K5,9380.0%
Yum! Brands Inc(YUM)COM988498101$2.1K24,6170.0%
Vanguard Telecom(VOX)ETF92204A884$2.2K26,0600.0%
Altria Group Inc(MO)COM02209S103$2.2K35,1610.0%
Kimberly Clark(KMB)COM494368103$2.3K21,1190.0%
Travelers Co(TRV)COM89417E109$2.3K16,8390.0%
Vanguard Utilities(VPU)ETF92204A876$2.4K21,6800.0%
Schwab US Lg Cap(SCHX)ETF808524201$2.6K41,2260.0%
Schwab Intl Equity(SCHF)ETF808524805$2.7K79,0940.0%
Exxon Mobil(XOM)COM30231G102$2.8K38,1810.0%
iShares Core S&P US Stock(ITOT)ETF464287150$3.0K49,5560.0%
Nike(NKE)COM654106103$3.0K45,5750.0%
Berkshire Htwy Cl BCOM084670207$3.1K15,2910.0%
ishares Emerg Mkts(IEMG)ETF46434G103$3.2K54,4620.0%
Intel Corp(INTC)COM458140100$3.2K61,1530.0%
Consumer Stpls Spdr(XLP)ETF81369Y308$3.4K64,0470.0%
Apple Computer(AAPL)COM037833100$3.5K20,7510.0%
3 M Company(MMM)COM88579Y101$3.5K15,8730.0%
Technology Spdr(XLK)ETF81369Y803$3.7K57,0400.0%
iShares Core Mid Cap(IJR)ETF464287804$3.7K48,6380.0%
McDonalds(MCD)COM580135101$3.9K24,6300.0%
PepsiCo(PEP)COM713448108$3.9K35,7690.0%
PreviousPage 4 of 5Next