Wbh Advisory Inc Purchases and Sells in Q1 2025

Wbh Advisory Inc

$1.06 Billion
Q1 2025

Top Buys

Incresed Positions

98 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPLG	80.7K + 24.65%	$64.88 - $72.1 $5.24M - $5.82M	408K $26.8M
FBND	68.2K + 12.74%	$44.41 - $45.98 $3.03M - $3.14M	603K $27.5M
VGIT	42.7K + 18.02%	$57.44 - $59.4 $2.45M - $2.54M	280K $16.6M
IEUR	42.3K + 95.55%	$53.69 - $62.68 $2.27M - $2.65M	86.5K $5.2M
BND	29.3K + 12.7%	$71.17 - $73.66 $2.09M - $2.16M	260K $19.1M
SCHQ	73.2K + 182.06%	$30.72 - $33.22 $2.25M - $2.43M	113K $3.72M

New Holdings

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RSP	12.7K New	$169.43 - $182.84 $2.15M - $2.32M	12.7K $2.2M
GLDM	34.3K New	$52.19 - $61.89 $1.79M - $2.12M	34.3K $2.12M
BRK-A	1 New	$663000.0 - $801950.0 $663K - $802K	1 $798K
XLG	16.6K New	$45.72 - $51.73 $761K - $861K	16.6K $766K
TT	1.77K New	$332.0 - $400.86 $587K - $709K	1.77K $595K
CSL	1.15K New	$326.43 - $408.24 $374K - $468K	1.15K $390K

Top Sells

Reduced Positions

169 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VGT	-1.59K - 1.67%	$542.38 - $646.34 $863K - $1.03M	93.8K $50.9M
MSFT	-5.91K - 9.07%	$375.39 - $447.2 $2.22M - $2.64M	59.3K $22.2M
XLK	-5.45K - 4.19%	$206.38 - $242.18 $1.12M - $1.32M	125K $25.7M
XLY	-4.4K - 4.91%	$192.6 - $233.2 $847K - $1.03M	85.2K $16.8M
AAPL	-1.15K - 1.5%	$209.68 - $247.1 $241K - $284K	75.4K $16.8M
QUAL	-10.8K - 14.95%	$168.16 - $186.21 $1.82M - $2.01M	61.6K $10.5M

Activity Summary All Purchases 116 New Holdings 18 Increased Positions 98 All Sells 169 Reductions 169 Sold out 0 Calls 0 Puts 0

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