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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

WBH ADVISORY INC

Quarter ended Q1 2025 · Filed May 12, 2025 · Accession 0001259671-25-000004

Total Value
$1.07B
Positions
325
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (325)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908769194,392$53.4M4.98%
2VANGUARD WORLD FD92204A70293,832$50.9M4.75%
3SCHWAB STRATEGIC TR8085241022,125,048$45.8M4.27%
4VANGUARD STAR FDS921909768485,279$30.1M2.81%
5FIDELITY MERRIMACK STR TR316188309603,360$27.5M2.57%
6SPDR SER TR78464A854408,093$26.8M2.50%
7SELECT SECTOR SPDR TR81369Y803124,531$25.7M2.40%
8MICROSOFT CORPMSFT59,264$22.2M2.08%
9VANGUARD SCOTTSDALE FDS92206C102359,196$21.1M1.97%
10ISHARES TR46428720036,379$20.4M1.91%
11VANGUARD INDEX FDS92290875191,744$20.3M1.90%
12SCHWAB STRATEGIC TR808524201873,465$19.3M1.80%
13VANGUARD BD INDEX FDS921937835260,092$19.1M1.78%
14VANGUARD WORLD FD92204A50470,039$18.5M1.73%
15SELECT SECTOR SPDR TR81369Y605370,032$18.4M1.72%
16SCHWAB STRATEGIC TR808524300672,250$16.8M1.57%
17SELECT SECTOR SPDR TR81369Y40785,181$16.8M1.57%
18APPLE INCAAPL75,446$16.8M1.56%
19VANGUARD SCOTTSDALE FDS92206C706279,885$16.6M1.55%
20SELECT SECTOR SPDR TR81369Y852165,125$15.9M1.49%
21VANGUARD SCOTTSDALE FDS92206C409197,488$15.6M1.45%
22ISHARES TR46432F842203,400$15.4M1.44%
23SCHWAB STRATEGIC TR808524805709,518$14.0M1.31%
24VANGUARD WORLD FD92204A405115,965$13.9M1.29%
25ISHARES TR464287150106,661$13.0M1.21%
26SELECT SECTOR SPDR TR81369Y20986,533$12.6M1.18%
27VANGUARD INTL EQUITY INDEX F922042742106,788$12.4M1.16%
28SPDR SER TR78468R853295,333$12.0M1.12%
29SELECT SECTOR SPDR TR81369Y70484,749$11.1M1.04%
30SPDR SER TR78464A847210,152$10.8M1.00%
31ISHARES TR464288588112,707$10.6M0.99%
32ISHARES TR46432F33961,573$10.5M0.98%
33BERKSHIRE HATHAWAY INC DELBRK-A18,760$10.0M0.93%
34CAPITAL GRP FIXED INCM ETF T14020Y102413,481$9.3M0.87%
35VANGUARD BD INDEX FDS921937827107,843$8.4M0.79%
36SPDR S&P 500 ETF TRSPY14,737$8.2M0.77%
37ISHARES TR46428724272,113$7.8M0.73%
38ISHARES U S ETF TR46431W507149,223$7.6M0.71%
39INVESCO EXCH TRADED FD TR IIIVZ36,389$7.0M0.66%
40ELI LILLY & COLLY8,400$6.9M0.65%
41SELECT SECTOR SPDR TR81369Y50673,494$6.9M0.64%
42VANGUARD INDEX FDS92290874438,143$6.6M0.61%
43VANGUARD INTL EQUITY INDEX F922042775106,276$6.4M0.60%
44PROCTER AND GAMBLE CO74271810937,605$6.4M0.60%
45ISHARES INC46434G103117,678$6.4M0.59%
46SPDR INDEX SHS FDS78463X889153,961$5.6M0.52%
47INVESCO QQQ TRIVZ11,900$5.6M0.52%
48SCHWAB STRATEGIC TR808524706198,301$5.5M0.51%
49ISHARES TR46434V73886,506$5.2M0.49%
50VANGUARD ADMIRAL FDS INC92193270326,992$5.0M0.46%
51COSTCO WHSL CORP NEW22160K1055,070$4.8M0.45%
52MCDONALDS CORPMCD14,964$4.7M0.44%
53VANGUARD WORLD FD92204A88430,925$4.6M0.43%
54ISHARES TR46432F83463,217$4.4M0.41%
55ISHARES TR46428722643,882$4.3M0.40%
56SELECT SECTOR SPDR TR81369Y30851,136$4.2M0.39%
57SCHWAB STRATEGIC TR808524797142,191$4.0M0.37%
58ALPHABET INCGOOG25,210$3.9M0.36%
59SCHWAB STRATEGIC TR808524607163,176$3.8M0.36%
60JOHNSON & JOHNSONJNJ22,730$3.8M0.35%
61PEPSICO INCPEP25,137$3.8M0.35%
62SCHWAB STRATEGIC TR808524680113,435$3.7M0.35%
63ISHARES TR46428780435,256$3.7M0.34%
64VANGUARD MUN BD FDS92290774671,876$3.6M0.33%
65ISHARES TR46428772124,813$3.5M0.33%
66JPMORGAN CHASE & CO.VYLD14,025$3.4M0.32%
67VANGUARD INTL EQUITY INDEX F92204285873,601$3.3M0.31%
68AMAZON COM INCAMZN16,652$3.2M0.30%
69ISHARES TR46428730933,773$3.1M0.29%
70SCHWAB STRATEGIC TR808524862126,989$3.1M0.29%
71VANGUARD WORLD FD92204A60312,425$3.1M0.29%
72SELECT SECTOR SPDR TR81369Y88636,737$2.9M0.27%
73VANGUARD SCOTTSDALE FDS92206C84748,289$2.8M0.26%
74CISCO SYS INCCSCO40,719$2.5M0.23%
75ISHARES INC46428639216,349$2.5M0.23%
76VANGUARD WORLD FD92204A87614,140$2.4M0.23%
77ISHARES TR46434V62139,020$2.4M0.22%
78VANGUARD INDEX FDS92290855325,947$2.3M0.22%
79SELECT SECTOR SPDR TR81369Y10027,069$2.3M0.22%
80ISHARES TR46428746528,353$2.3M0.22%
81VANGUARD WORLD FD92204A1087,066$2.3M0.21%
82SELECT SECTOR SPDR TR81369Y86054,406$2.3M0.21%
83YUM BRANDS INCYUM14,463$2.3M0.21%
84VANGUARD WORLD FD92204A20710,391$2.3M0.21%
85VISA INCV6,465$2.3M0.21%
86VANGUARD INDEX FDS9229087366,001$2.2M0.21%
87INVESCO EXCHANGE TRADED FD TIVZ12,701$2.2M0.21%
88ALPHABET INCGOOG13,884$2.2M0.20%
89BLACKROCK ETF TRUST IIBLK41,276$2.2M0.20%
90WALMART INCWMT24,580$2.2M0.20%
91WORLD GOLD TRGLDW34,254$2.1M0.20%
92HOME DEPOT INCHD5,687$2.1M0.19%
93VANGUARD TAX-MANAGED FDS92194385840,977$2.1M0.19%
94VANGUARD WORLD FD92204A30615,992$2.1M0.19%
95SCHWAB STRATEGIC TR80852450877,740$2.0M0.19%
96META PLATFORMS INCMETA3,503$2.0M0.19%
97SPDR INDEX SHS FDS78463X50950,577$2.0M0.19%
98MCCORMICK & CO INCMKC-V23,864$2.0M0.18%
99TRAVELERS COMPANIES INCTRV7,417$2.0M0.18%
100VANGUARD INDEX FDS9229083633,760$1.9M0.18%
101CUMMINS INCCMI6,132$1.9M0.18%
102ISHARES TR4642874089,956$1.9M0.18%
103GRAINGER W W INC3848021041,909$1.9M0.18%
104DISNEY WALT CO25468710618,911$1.9M0.17%
105MASTERCARD INCORPORATEDMA3,320$1.8M0.17%
106SCHWAB STRATEGIC TR80852483974,603$1.7M0.16%
107WASTE MGMT INC DEL94106L1097,435$1.7M0.16%
108VANGUARD SPECIALIZED FUNDS9219088448,783$1.7M0.16%
109CATERPILLAR INCCAT5,031$1.7M0.15%
110GOLDMAN SACHS ETF TRNVGLF14,055$1.5M0.14%
111SPDR SER TR78468R72134,271$1.5M0.14%
112ISHARES TR46428716811,403$1.5M0.14%
113LOWES COS INC5486611076,502$1.5M0.14%
114ISHARES TR46434V61332,449$1.5M0.14%
115PALANTIR TECHNOLOGIES INCPLTR17,647$1.5M0.14%
116SPDR DOW JONES INDL AVERAGE78467X1093,457$1.5M0.14%
117ABBVIE INCABBV6,880$1.4M0.13%
118BANK AMERICA CORP06050510434,253$1.4M0.13%
119SUN CMNTYS INC86667410411,102$1.4M0.13%
120HONEYWELL INTL INC4385161066,703$1.4M0.13%
121DEERE & CODE2,978$1.4M0.13%
122ORACLE CORPORCL-PD9,963$1.4M0.13%
123ISHARES INC46434G85535,570$1.4M0.13%
124CHEVRON CORP NEWCVX8,140$1.4M0.13%
125PUBLIC STORAGE OPER COPSA-PS4,477$1.3M0.13%
126ISHARES TR46428862025,694$1.3M0.12%
127COCA COLA COKO18,203$1.3M0.12%
128SPDR INDEX SHS FDS78463X20222,800$1.2M0.12%
129GLOBAL X FDS37954Y67332,826$1.2M0.12%
130NIKE INCNKE19,197$1.2M0.11%
131EXXON MOBIL CORPXOM10,071$1.2M0.11%
132CHUBB LIMITEDCB3,933$1.2M0.11%
133ISHARES TR46435G4259,617$1.2M0.11%
134CSX CORPCSX39,439$1.2M0.11%
135ISHARES TR4642894385,407$1.1M0.11%
136INVESCO EXCHANGE TRADED FD TIVZ11,300$1.1M0.11%
137ISHARES INC4642865259,445$1.1M0.10%
138GALLAGHER ARTHUR J & CO3635761093,168$1.1M0.10%
139RTX CORPORATIONRTX8,250$1.1M0.10%
140ISHARES TR46429B65520,812$1.1M0.10%
141NORTHROP GRUMMAN CORPNOC2,067$1.1M0.10%
142MERCADOLIBRE INCMELI541$1.1M0.10%
143SHERWIN WILLIAMS COSHW3,000$1.0M0.10%
144ISHARES INC46434G82214,983$1.0M0.10%
145NORFOLK SOUTHN CORP6558441084,332$1.0M0.10%
146AMERICAN TOWER CORP NEW03027X1004,698$1.0M0.10%
147SPDR SER TR78464A6316,332$1.0M0.09%
148PNC FINL SVCS GROUP INC6934751055,771$1.0M0.09%
149ISHARES TR46428744010,626$1.0M0.09%
150MERCK & CO INCMRK11,254$1.0M0.09%
151SERVICENOW INCNOW1,267$1.0M0.09%
152INTUITINTU1,630$1.0M0.09%
153KIMBERLY-CLARK CORPKMB6,990$994,0800.09%
154NVIDIA CORPORATIONNVDA9,172$994,0200.09%
155ISHARES TR46428986717,217$991,1830.09%
156BLACKROCK INCBLK1,034$978,2960.09%
157STARBUCKS CORPSBUX9,971$978,0090.09%
158CINTAS CORPCTAS4,703$966,5310.09%
159ISHARES TR46428750716,546$965,4680.09%
160AMERICAN EXPRESS COAXP3,567$959,7270.09%
161PARKER-HANNIFIN CORPPH1,565$951,2850.09%
162ISHARES TR46429B69710,076$943,7390.09%
163INTERNATIONAL BUSINESS MACHSINTR3,740$929,9010.09%
164AUTOMATIC DATA PROCESSING INADP2,931$895,5430.08%
165PHILIP MORRIS INTL INC7181721095,509$874,4440.08%
166NEXTERA ENERGY INCNEE-PW12,126$859,5840.08%
167ABBOTT LABSABLZF6,454$856,0730.08%
168VANGUARD WORLD FD92204A8014,441$838,5050.08%
169SCHWAB STRATEGIC TR80852440931,263$830,9680.08%
170COLGATE PALMOLIVE COCL8,581$804,0500.08%
171BERKSHIRE HATHAWAY INC DELBRK-A1$798,4420.07%
172VANGUARD INDEX FDS9229086292,998$775,3990.07%
173UNION PAC CORPUNP3,260$770,2260.07%
174INVESCO EXCHANGE TRADED FD TIVZ16,647$766,0980.07%
175ISHARES TR46429B33317,316$760,1740.07%
176INTUITIVE SURGICAL INCISRG1,500$742,9050.07%
177CHURCHILL DOWNS INCCHDN6,450$716,4020.07%
178MCCORMICK & CO INCMKC-V8,512$698,4100.07%
179TESLA INCTSLA2,579$668,3740.06%
180ISHARES TR4642875157,510$668,2960.06%
181SPDR SER TR78464A28426,380$665,3040.06%
182VANGUARD BD INDEX FDS92203C30313,310$663,5700.06%
183T-MOBILE US INCTMUSZ2,471$658,9570.06%
184CONSTELLATION ENERGY CORPCEG3,226$650,4580.06%
185SPDR S&P MIDCAP 400 ETF TRMDY1,194$637,1360.06%
186UNITED RENTALS INCURI1,000$626,7000.06%
187PRUDENTIAL FINL INCPUKPF5,507$615,0740.06%
188LOCKHEED MARTIN CORPLMT1,375$614,2260.06%
189SPDR SER TR78464A38327,019$595,7590.06%
190TRANE TECHNOLOGIES PLCTT1,768$595,6780.06%
191SALESFORCE INCCRM2,182$585,5920.05%
192EMERSON ELEC COEMR5,331$584,4910.05%
193COMCAST CORP NEWCCZ15,718$579,9800.05%
194FIDELITY COVINGTON TRUST31609A10718,483$568,1770.05%
195FISERV INCFISV2,520$556,4920.05%
196AMGEN INCAMGN1,779$554,2630.05%
197AIR PRODS & CHEMS INCAIIR1,873$552,3750.05%
198DIMENSIONAL ETF TRUST25434V70816,478$543,6090.05%
199LINDE PLCLIN1,161$540,6370.05%
200DANAHER CORPORATION2358511022,609$534,8390.05%
201MARTIN MARIETTA MATLS INC5732841061,117$534,0710.05%
202BLACKROCK ETF TRUSTBLK8,783$532,2940.05%
203INVESCO EXCH TRADED FD TR IIIVZ26,319$530,8540.05%
204J P MORGAN EXCHANGE TRADED F46654Q7169,870$528,2420.05%
205DUKE ENERGY CORP NEWDUKB4,264$520,1210.05%
206ISHARES TR4642882409,358$518,9010.05%
207INVESCO EXCHANGE TRADED FD TIVZ11,220$513,6500.05%
208AFLAC INCAFL4,600$511,4850.05%
209METLIFE INCMET-PF6,346$509,4860.05%
210PIMCO ETF TR72201R8669,810$505,7060.05%
211ISHARES TR4642881584,764$503,0780.05%
212HERSHEY COHSY2,922$499,6990.05%
213ALTRIA GROUP INCMO8,222$493,5080.05%
214GLOBAL X FDS37954Y3439,217$490,6210.05%
215BLACKSTONE INCBX3,490$487,8340.05%
216AMPHENOL CORP NEW0320951017,420$486,6780.05%
217TRACTOR SUPPLY COTSCO8,741$481,6030.04%
218PFIZER INCPFE18,939$479,9200.04%
219ISHARES TR4642884144,534$478,0650.04%
220ISHARES GOLD TRIAU8,065$475,5120.04%
221EXELON CORPEXC10,270$473,2420.04%
222ISHARES INC4642866088,853$471,4220.04%
223AMERICAN ELEC PWR CO INC0255371014,271$466,7150.04%
224MONDELEZ INTL INC6092071056,751$458,0840.04%
225TARGET CORPTGT4,367$455,7400.04%
226BROADCOM INCAVGO2,707$453,1520.04%
227INVESCO EXCH TRADED FD TR IIIVZ5,859$437,7570.04%
228EATON CORP PLCETN1,610$437,6460.04%
229SCHWAB STRATEGIC TR80852484720,070$431,7050.04%
230ISHARES TR46436E7679,250$431,6980.04%
231FERRARI N VRACE1,000$427,8800.04%
232PIMCO ETF TR72201R8748,522$426,2700.04%
233AT&T INCT-PC15,060$425,8910.04%
234ACCENTURE PLC IRELANDACN1,352$421,9430.04%
235BECTON DICKINSON & COBDX1,803$412,9950.04%
2363M COMMM2,782$408,5320.04%
237VANGUARD INDEX FDS9229086371,584$407,2220.04%
238BOEING COBA-PA2,304$392,9470.04%
239CARLISLE COS INC1423391001,147$390,5570.04%
240ISHARES TR4642876141,075$388,2200.04%
241ISHARES TR46429B6633,151$381,6020.04%
242SPDR SER TR78468R5233,828$380,8480.04%
243CROWN CASTLE INCCCI3,650$380,4400.04%
244ISHARES TR4642894204,548$373,7550.03%
245ILLINOIS TOOL WKS INC4523081091,500$372,0150.03%
246FIDELITY COVINGTON TRUST3160925015,265$366,0230.03%
247SPDR SER TR78468R60615,376$360,1130.03%
248INVESCO EXCHANGE TRADED FD TIVZ3,189$359,2350.03%
249CVS HEALTH CORPCVS5,273$357,2190.03%
250PRICE T ROWE GROUP INCTROW3,803$349,3820.03%
251NXP SEMICONDUCTORS N VNXPI1,830$347,8100.03%
252FIDELITY COVINGTON TRUST3160928656,826$347,7780.03%
253GE AEROSPACE3696043011,711$342,3600.03%
254ISHARES TR4642885703,319$339,8990.03%
255M & T BK CORP55261F1041,898$339,2680.03%
256FIDELITY COVINGTON TRUST3160926004,939$337,4430.03%
257SNAP ON INCSNA1,000$337,0100.03%
258SPDR SER TR78464A47411,033$332,0930.03%
259OLD DOMINION FREIGHT LINE INODFL2,000$330,9000.03%
260ISHARES TR4642875231,744$328,1680.03%
261PAYCHEX INCPAYX2,123$327,5920.03%
262QUALCOMM INCQCOM2,089$320,8910.03%
263MARRIOTT INTL INC NEW5719032021,342$319,6640.03%
264UNITEDHEALTH GROUP INCUNH606$317,4140.03%
265FASTENAL COFAST4,085$316,7830.03%
266CONOCOPHILLIPSCOP2,966$311,4840.03%
267AMERIPRISE FINL INC03076C106643$311,3000.03%
268J P MORGAN EXCHANGE TRADED F46641Q7615,504$310,8110.03%
269SEI INVTS CO7841171034,000$310,5200.03%
270ISHARES TR46432F3961,534$310,1000.03%
271ALLIANT ENERGY CORPLNT4,815$309,8430.03%
272EASTMAN CHEM COEMN3,477$306,3520.03%
273CHIPOTLE MEXICAN GRILL INCCMG6,065$304,5240.03%
274SPDR GOLD TRGLD1,052$303,1230.03%
275PIMCO ETF TR72201R7183,158$303,0960.03%
276VANGUARD INDEX FDS9229085951,183$297,8440.03%
277ISHARES TR4642874323,237$294,6640.03%
278VANGUARD CHARLOTTE FDS92203J4075,936$289,7960.03%
279ANALOG DEVICES INCADI1,403$282,9430.03%
280ISHARES TR4642877703,571$280,5020.03%
281GLOBAL X FDS37954Y65714,451$275,1500.03%
282YUM CHINA HLDGS INCYUMC5,260$273,8570.03%
283BRISTOL-MYERS SQUIBB COCELG-RI4,473$272,8170.03%
284FIDELITY NATL INFORMATION SV31620M1063,636$271,5100.03%
285TRUIST FINL CORP89832Q1096,374$262,2900.02%
286GOLDMAN SACHS GROUP INCGSCE480$262,2190.02%
287VANECK ETF TRUST92189H4095,108$261,4270.02%
288ECOLAB INCECL1,020$258,5960.02%
289APPLIED MATLS INC0382221051,778$258,0130.02%
290FEDEX CORPFDX1,055$257,1880.02%
291SPDR SER TR78468R7885,772$255,4690.02%
292SCHWAB STRATEGIC TR80852485410,174$252,9260.02%
293SPDR SER TR78464A8703,101$251,4910.02%
294SPDR SER TR78468R7965,454$249,5210.02%
295ISHARES TR46428822421,406$244,4570.02%
296ISHARES TR4642872752,498$242,3470.02%
297VERIZON COMMUNICATIONS INCVZ5,301$240,4550.02%
298CORNING INCGLW5,212$238,6120.02%
299HASBRO INCHAS3,871$238,0160.02%
300QUEST DIAGNOSTICS INCDGX1,400$236,8800.02%
301ISHARES TR464287689731$232,0970.02%
302HEWLETT PACKARD ENTERPRISE CHPE-PC14,937$230,4780.02%
303ISHARES TR4642875802,599$229,5570.02%
304VANGUARD INTL EQUITY INDEX F9220427181,970$227,7320.02%
305CHURCH & DWIGHT CO INCCHD2,056$226,3450.02%
306GENERAL DYNAMICS CORPGD828$225,6960.02%
307BOSTON SCIENTIFIC CORPBSX2,225$224,4580.02%
308ENERGY TRANSFER L PET-PI11,987$222,8470.02%
309ISHARES TR4642875981,177$221,3890.02%
310ISHARES TR464287101796$215,5810.02%
311MEDTRONIC PLCMDT2,395$215,2150.02%
312ISHARES TR46432F8594,343$209,9840.02%
313ASSURANT INCAIZN1,000$209,7500.02%
314VANGUARD WHITEHALL FDS9219468853,241$208,0980.02%
315PPG INDS INC6935061071,900$207,7650.02%
316ISHARES TR46429B7472,000$206,9400.02%
317ISHARES TR4642878461,500$204,1500.02%
318VANGUARD BD INDEX FDS9219378192,656$203,3700.02%
319INTEL CORPINTC8,947$203,1860.02%
320ISHARES TR4642882812,239$202,8310.02%
321ADOBE INCADBE525$201,3530.02%
322WELLS FARGO CO NEW9497461012,800$200,9870.02%
323MARVELL TECHNOLOGY INCMRVL3,248$200,0020.02%
324AURORA INNOVATION INCAUROW28,559$192,0590.02%
325BLEND LABS INCBLND10,369$34,7360.00%