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WBH Advisory Inc

Q1 2020 Holdings

Filed 2020-05-07 | 215 holdings | $9.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
KLA Corp(KLAC)COM482480100$2011,4000.0%
Fulton Financial(FULT)COM360271100$20517,9260.0%
Church Dwight(CHD)COM171340102$2103,2860.0%
Parker Hannifin(PH)COM701094104$2141,6530.0%
Vanguard Ftse All World(VSS)ETF922042718$2152,7520.0%
Spdr S&P MidCap 400(MDY)ETF78467Y107$2188300.0%
M&T Bank Corp(MTB)COM55261F104$2242,1690.0%
Microchip Tech(MCHP)COM595017104$2263,3450.0%
iShares S&P 500 Indx(IVV)ETF464287200$2278810.0%
Broadcom LtdCOMY0486S104$2279610.0%
Intl Paper(IP)COM460146103$2307,3900.0%
Invesco Financial Pfd(PGF)ETF46137V621$23213,7430.0%
iShares Sh-Term Nat'l(SUB)ETF464288158$2322,1910.0%
Paychex(PAYX)COM704326107$2353,7470.0%
PNC Financial(PNC)COM693475105$2352,4630.0%
WD(WDFC)COM929236107$2351,1750.0%
Vanguard Growth(VUG)ETF922908736$2451,5670.0%
Fiserv(FISV)COM337738108$2482,6120.0%
Intuitive Surgical(ISRG)COM46120E602$2505060.0%
Truist Financial(TFC)COM89832Q109$2508,1110.0%
iShares Nat'l Muni Bond(MUB)ETF464288414$2532,2420.0%
Masco(MAS)COM574599106$2567,4250.0%
ServiceNow(NOW)COM81762P102$2599050.0%
Eastman Chem(EMN)COM277432100$2655,7020.0%
Phillips 66(PSX)COM718546104$2664,9740.0%
Firstenergy(FE)COM337932107$2686,7020.0%
Invesco Dyn Sofwater(IGPT)ETF46137V639$2693,1420.0%
iShares Core High Div(HDV)ETF46429B663$2693,7700.0%
Spdr Nuv Barclays Capital(SHM)ETF78468R739$2695,5200.0%
Accenture(ACN)CL AG1151C101$2701,6540.0%
Berkshire Htwy Cl ACOM084990175$2721000.0%
iShares S&P Grwth(IVW)ETF464287309$2721,6530.0%
iSahres S&P 500 Value(IVE)ETF464287408$2742,8560.0%
iShares Nasdaq Biotech(IBB)ETF464287556$2742,5490.0%
iShares Core Div Grwth(DGRO)ETF46434V621$2748,4260.0%
Vguard Lg Cap(VV)ETF922908637$2812,3770.0%
PPG Ind(PPG)COM693506107$2903,4720.0%
iShares ESG Msci USA(ESGU)ETF46435G425$2965,1500.0%
Air ProductsCOM009158109$2991,5000.0%
Illinois Tool(ITW)COM452308109$3002,1160.0%
Fidelity Total BondETF316188398$3015,8220.0%
General Mills Inc(GIS)COM370334104$3065,8150.0%
Emerson Electric(EMR)COM291011104$3086,4750.0%
MercadolibreCOM58433R102$3086310.0%
General ElectricCOM369604103$30838,8750.0%
Aflac Inc(AFL)COM001055102$3169,2580.0%
PPL Corp(PPL)COM69351T106$31912,9640.0%
Schwab Sh-Trm US Treas(SCHO)ETF808524862$3196,1720.0%
Blackrock Inc(BLKCHF)COM09247X101$3247380.0%
Paypal(PYPL)COM70450Y103$3253,3980.0%
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