WBH ADVISORY INC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Pikesville, MD
CIK
0001259671
Alternate names
WAGNER BOWMAN MANAGEMENT CORP, WAGNER CAPITAL MANAGEMENT CORP
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 305 899,102 VGT, VTI, SCHB, VXUS 13F-HR 1/9/2024 000125967124000002
Q3 2023 290 814,872 VGT, VTI, SCHB, VXUS 13F-HR 10/10/2023 000125967123000005
Q2 2023 298 843,944 VGT, VTI, SCHB, VXUS 13F-HR 7/12/2023 000125967123000004
Q1 2023 296 800,819 VGT, VTI, SCHB, VXUS 13F-HR 4/20/2023 000125967123000003
Q3 2022 286 693,069 VGT, VTI, SCHB, VHT 13F-HR 10/18/2022 000125967122000005
Q2 2022 300 749,442 VGT, VTI, VUSB, VOOV 13F-HR 7/12/2022 000125967122000004
Q1 2022 312 814,662 VGT, VTI, SCHB, VHT 13F-HR 4/29/2022 000125967122000003
Q4 2021 307 876,593 VGT, VTI, SCHB, XLK 13F-HR 1/28/2022 000125967122000001
Q3 2021 287 743,277 VGT, VTI, SCHB, XLK 13F-HR 10/25/2021 000125967121000006
Q2 2021 262 682,390 VGT, VTI, SCHB, VHT 13F-HR 7/27/2021 000125967121000005
Q1 2021 259 617,898 VGT, VTI, SCHB, VB 13F-HR 4/19/2021 000125967121000002
Q4 2020 254 581,197 VGT, VTI, SCHB, VHT 13F-HR 1/21/2021 000125967121000001
Q3 2020 243 495,422 VGT, VTI, SCHB, VHT 13F-HR 10/27/2020 000125967120000007
Q2 2020 230 413,185 VTI, SCHB, VHT, VB 13F-HR 8/5/2020 000125967120000005
Q1 2020 215 426,367 SPY, VGT, VTI, VHT 13F-HR 5/7/2020 000125967120000004
Q4 2019 244 489,069 VGT, VTI, SUI, SCHB 13F-HR 1/27/2020 000125967120000002
Q3 2019 237 445,306 VGT, VTI, SCHB, VHT 13F-HR 10/25/2019 000125967119000008
Q2 2019 233 431,368 VGT, VTI, VHT, SCHB 13F-HR 8/2/2019 000125967119000005
Q1 2019 232 420,422 VGT, VTI, VHT, SCHB 13F-HR 4/22/2019 000125967119000004
Q4 2018 224 411,901 ODP, VGT, VTI, VHT 13F-HR 1/29/2019 000125967119000002
Q3 2018 247 412,523 VGT, VTI, VHT, VB 13F-HR 10/29/2018 000125967118000005
Q2 2018 231 385,757 VGT, VTI, VHT, VB 13F-HR 7/31/2018 000125967118000004
Q1 2018 225 367,823 VGT, VTI, VHT, VB 13F-HR 4/30/2018 000125967118000003
Q4 2017 223 374,924 VGT, VTI, VHT, VB 13F-HR 1/31/2018 000125967118000002
Q3 2017 221 358,339 VGT, VHT, VTI, VB 13F-HR 11/29/2017 000125967117000009
Q2 2017 227 356,492 VGT, COST, VHT, VTI 13F-HR 7/21/2017 000125967117000006
Q1 2017 229 333,829 VGT, VTI, VHT, VB 13F-HR 4/21/2017 000125967117000004
Q4 2016 221 300,028 VGT, VTI, VB, VHT 13F-HR 1/20/2017 000125967117000002
Q3 2016 223 292,227 VGT, VHT, VTI, VB 13F-HR 10/24/2016 000125967116000014
Q2 2016 197 256,899 VGT, VHT, VTI, VB 13F-HR 7/25/2016 000125967116000012
Q1 2016 198 298,811 XLE, VGT, VHT, VTI 13F-HR 4/15/2016 000125967116000011
Q4 2015 197 286,142 GRPN, VGT, VHT, VTI 13F-HR 1/19/2016 000125967116000010
Q3 2015 194 240,711 VGT, VHT, VB, VTI 13F-HR 10/15/2015 000125967115000008
Q2 2015 197 254,464 VGT, VHT, VB, VTI 13F-HR 7/20/2015 000125967115000006
Q1 2015 213 356,407 GRPN, VGT, VHT, VB 13F-HR 4/22/2015 000125967115000004
Q4 2014 210 265,213 VGT, VHT, VB, VFH 13F-HR 1/23/2015 000125967115000002
Q3 2014 212 284,625 VOX, VGT, VHT, VB 13F-HR 10/17/2014 000125967114000010
Q2 2014 214 264,501 VGT, VB, VHT, VFH 13F-HR 7/21/2014 000125967114000008
Q1 2014 214 251,375 VGT, VB, VHT, VFH 13F-HR 4/29/2014 000125967114000005
Q4 2013 204 248,257 VGT, VB, VHT, VEU NEW HOLDINGS 2/19/2014 000125967114000003
Q4 2013 202 247,095 VGT, VB, VHT, VEU 13F-HR 1/27/2014 000125967114000001