Wbh Advisory Inc Purchases and Sells in Q2 2025

Wbh Advisory Inc

$1.16 Billion
Q2 2025

Top Buys

Incresed Positions

77 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPLG	185K + 45.29%	$58.41 - $72.69 $10.8M - $13.4M	593K $43.1M
VTI	4.45K + 2.29%	$243.75 - $303.93 $1.09M - $1.35M	199K $60.4M
XLK	4.57K + 3.67%	$179.73 - $253.23 $821K - $1.16M	129K $32.7M
BND	82.5K + 31.73%	$72.02 - $73.82 $5.94M - $6.09M	343K $25.2M
SCHG	58K + 8.63%	$22.27 - $29.21 $1.29M - $1.69M	730K $21.3M
DGRO	64K + 164.11%	$55.22 - $63.94 $3.54M - $4.09M	103K $6.59M

New Holdings

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JCPB	124K New	$45.9 - $47.2 $5.7M - $5.86M	124K $5.85M
SPTS	118K New	$29.07 - $29.38 $3.42M - $3.46M	118K $3.45M
JIRE	24.6K New	$56.88 - $70.77 $1.4M - $1.74M	24.6K $1.74M
JAVA	20.8K New	$56.84 - $65.5 $1.18M - $1.36M	20.8K $1.36M
JMEE	19.1K New	$49.07 - $59.23 $940K - $1.13M	19.1K $1.13M
JPIE	22.1K New	$45.12 - $46.32 $995K - $1.02M	22.1K $1.02M

Top Sells

Reduced Positions

185 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VHT	-4.89K - 6.98%	$236.71 - $261.92 $1.16M - $1.28M	65.2K $16.2M
XLV	-9.73K - 11.24%	$128.77 - $144.3 $1.25M - $1.4M	76.8K $10.4M
AAPL	-3.34K - 4.43%	$172.42 - $223.89 $577K - $749K	72.1K $14.8M
XLF	-51.4K - 13.89%	$43.92 - $52.37 $2.26M - $2.69M	319K $16.7M
VGLT	-28.5K - 59.05%	$53.66 - $58.71 $1.53M - $1.67M	19.8K $1.11M
VGSH	-28.9K - 8.06%	$58.32 - $58.95 $1.69M - $1.71M	330K $19.4M

Activity Summary All Purchases 106 New Holdings 29 Increased Positions 77 All Sells 185 Reductions 185 Sold out 0 Calls 0 Puts 0

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