0001259671-20-000005.txt : 20200805
0001259671-20-000005.hdr.sgml : 20200805
20200805162329
ACCESSION NUMBER: 0001259671-20-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200630
FILED AS OF DATE: 20200805
DATE AS OF CHANGE: 20200805
EFFECTIVENESS DATE: 20200805
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: WBH ADVISORY INC
CENTRAL INDEX KEY: 0001259671
IRS NUMBER: 521420975
STATE OF INCORPORATION: MD
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-10516
FILM NUMBER: 201077676
BUSINESS ADDRESS:
STREET 1: 1829 RESITERSTOWN ROAD,
STREET 2: 225
CITY: PIKESVILLE
STATE: MD
ZIP: 21208
BUSINESS PHONE: 4106538198
MAIL ADDRESS:
STREET 1: 1829 RESITERSTOWN ROAD,
STREET 2: 225
CITY: PIKESVILLE
STATE: MD
ZIP: 21208
FORMER COMPANY:
FORMER CONFORMED NAME: WAGNER BOWMAN MANAGEMENT CORP
DATE OF NAME CHANGE: 20140721
FORMER COMPANY:
FORMER CONFORMED NAME: WAGNER CAPITAL MANAGEMENT CORP
DATE OF NAME CHANGE: 20030813
13F-HR
1
primary_doc.xml
13F-HR
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false
false
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0001259671
XXXXXXXX
06-30-2020
06-30-2020
WBH ADVISORY INC
1829 RESITERSTOWN ROAD,
225
PIKESVILLE
MD
21208
13F HOLDINGS REPORT
028-10516
N
Carol Sullivan
Operations Manager
4106538198
Carol N Sullivan
Westminster
MD
08-05-2020
0
231
413185
false
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204
631
SH
SOLE
0
0
631
0
StanleyBlackDecker
COM
854502101
521
3741
SH
SOLE
0
0
3541
200
Starbucks
COM
855244109
1418
19276
SH
SOLE
0
0
16505
2771
Stryker Corp
COM
863667101
219
1218
SH
SOLE
0
0
1143
75
Sun Communities
COM
866674104
1810
13345
SH
SOLE
0
0
13345
0
T Rowe Price Associates
COM
74144T108
545
4420
SH
SOLE
0
0
4420
0
Target Inc
COM
87612E106
1080
9012
SH
SOLE
0
0
7810
1202
Technology SPDR
ETF
81369Y803
7393
70762
SH
SOLE
0
0
65828
4934
Tesla Motors
COM
88160R101
403
374
SH
SOLE
0
0
363
11
Travelers Co
COM
89417E109
1395
12234
SH
SOLE
0
0
10160
2074
Truist Financial
COM
89832Q109
332
8845
SH
SOLE
0
0
8438
407
Union Pacific
COM
907818108
755
4471
SH
SOLE
0
0
4141
330
Utilities Select SPDR
ETF
81369y886
2097
37164
SH
SOLE
0
0
31872
5292
V F Corporation
COM
918204108
591
9710
SH
SOLE
0
0
9510
200
Vanguard Cons Spls
ETF
92204A207
960
6421
SH
SOLE
0
0
5017
1404
Vanguard ConsDiscr
COM
92204A108
584
2925
SH
SOLE
0
0
2319
606
Vanguard Energy
ETF
92204A306
1629
32395
SH
SOLE
0
0
27653
4742
Vanguard Fin
ETF
92204A405
8353
146037
SH
SOLE
0
0
122440
23597
Vanguard FTSE
ETF
922042775
3932
82592
SH
SOLE
0
0
75905
6687
Vanguard FTSE All World
ETF
922042718
265
2752
SH
SOLE
0
0
2728
24
Vanguard FTSE Dev Mkt
ETF
921943858
566
14603
SH
SOLE
0
0
14288
315
Vanguard Growth
ETF
922908736
317
1569
SH
SOLE
0
0
1569
0
Vanguard Health
ETF
92204A504
15895
82512
SH
SOLE
0
0
72720
9792
Vanguard Industrials
ETF
92204A603
1584
12194
SH
SOLE
0
0
9661
2533
Vanguard InfoTech
ETF
92204A702
3499
125544
SH
SOLE
0
0
108085
17459
Vanguard Interediate Govt
ETF
92206C706
6484
91885
SH
SOLE
0
0
90933
952
Vanguard Materials
ETF
92204A801
467
3872
SH
SOLE
0
0
3266
606
Vanguard Mid Cap
ETF
922908629
707
4315
SH
SOLE
0
0
4315
0
Vanguard S&P 500
ETF
922908363
1025
3618
SH
SOLE
0
0
3618
0
Vanguard Sh-Term Corp
ETF
92206C409
4013
48557
SH
SOLE
0
0
38520
10037
Vanguard Sm Cap Gr
ETF
922908595
233
1169
SH
SOLE
0
0
1169
0
Vanguard SmallCap
ETF
922908751
11822
81130
SH
SOLE
0
0
71721
9409
Vanguard Tax Ex Bond
ETF
922907746
570
10533
SH
SOLE
0
0
10533
0
Vanguard Telecom
ETF
92204A884
2176
23397
SH
SOLE
0
0
20289
3108
Vanguard Total Stk
ETF
922908769
25502
162926
SH
SOLE
0
0
156110
6816
Vanguard Total World
ETF
922042742
11053
147768
SH
SOLE
0
0
13792
133976
Vanguard Ttl Intl
ETF
921909768
10274
208954
SH
SOLE
0
0
192522
16432
Vanguard Utilities
ETF
92204A876
2254
18231
SH
SOLE
0
0
16477
1754
Vanguard Value
ETF
922908744
620
6228
SH
SOLE
0
0
6228
0
Vanguarrd REIT
ETF
922908553
1259
16039
SH
SOLE
0
0
15378
661
Verizon Comm
COM
92343V104
1857
33693
SH
SOLE
0
0
30021
3672
Vgrd Bd Short Term
ETF
921937827
1510
18168
SH
SOLE
0
0
16496
1672
Vgrd Idx Total Bnd
ETF
921937835
3646
41277
SH
SOLE
0
0
38070
3207
Vgrd Interm Bond
ETF
921937819
375
4027
SH
SOLE
0
0
4027
0
Vguard Emer Mkt
ETF
922042858
1345
33959
SH
SOLE
0
0
33073
886
Vguard Lg Cap
ETF
922908637
326
2285
SH
SOLE
0
0
2285
0
Visa
CL A
92826C839
1800
9322
SH
SOLE
0
0
8422
900
Walmart Stores
COM
931142103
1395
11647
SH
SOLE
0
0
11118
529
Walt Disney
COM
254687106
4184
37527
SH
SOLE
0
0
32822
4705
Waste Mgmt
COM
94106L109
1203
11359
SH
SOLE
0
0
9326
2033
WD-40
COM
929236107
233
1175
SH
SOLE
0
0
1175
0
WW Grainger
COM
384802104
521
1660
SH
SOLE
0
0
1660
0
Yum China
COM
98850P109
403
8395
SH
SOLE
0
0
7890
505
Yum! Brands Inc
COM
988498101
1537
17686
SH
SOLE
0
0
15187
2499
Zebra Tech
CLA
989207105
255
1000
SH
SOLE
0
0
1000
0