Wbh Advisory Inc Purchases in Q3 2025

Wbh Advisory Inc

  • $1.24 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
12.2K
+ 6.13%
$303.93 - $329.86 $3.7M - $4.02M
211K $69.3M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
44.7K
+ 7.54%
$72.65 - $78.68 $3.25M - $3.52M
638K $50M
XLK
Technology Sector Spdr

ETFs
6.82K
+ 5.28%
$250.97 - $282.66 $1.71M - $1.93M
136K $38.3M
SCHG
Schwab Strategic Tr Us Large C

ETFs
74.5K
+ 10.2%
$28.92 - $32.19 $2.15M - $2.4M
805K $25.7M
XLY
Select Sector Spdr Consumer Di

ETFs
6.89K
+ 8.98%
$216.09 - $242.18 $1.49M - $1.67M
83.6K $20M
XLF
Financial Sector Spdr

ETFs
46.4K
+ 14.56%
$51.37 - $54.25 $2.38M - $2.52M
365K $19.7M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
10.5K
+ 687.42%
$236.25 - $257.69 $2.49M - $2.72M
12.1K $3.1M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.23K
+ 0.9%
$68.24 - $73.73 $289K - $312K
474K $34.8M
NEAR
Blackrock Short Maturity Bond

ETFs
41.9K
+ 22.98%
$50.8 - $51.32 $2.13M - $2.15M
224K $11.5M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
37.6K
+ 6.52%
$45.26 - $46.63 $1.7M - $1.75M
614K $28.4M
XLI
Industrial Sector Spdr

ETFs
8.4K
+ 9.86%
$147.94 - $154.99 $1.24M - $1.3M
93.7K $14.4M
IVV
Ishares Core S&P 500 ETF

ETFs
372
+ 1.14%
$620.67 - $670.08 $231K - $249K
32.9K $22M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
21.4K
+ 9.14%
$78.96 - $80.04 $1.69M - $1.71M
255K $20.4M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
24K
+ 3.68%
$21.69 - $23.34 $521K - $561K
677K $15.8M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
12.4K
+ 220.72%
$98.52 - $103.93 $1.22M - $1.29M
18K $1.85M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.89K
+ 0.94%
$42.26 - $47.16 $122K - $136K
309K $14.3M
CGCP
Capital Group Core Plus Income

ETFs
51.5K
+ 12.0%
$22.27 - $22.95 $1.15M - $1.18M
481K $10.9M
VGLT
Vanguard Long Term Treasury Et

ETFs
21.9K
+ 110.73%
$54.21 - $57.41 $1.19M - $1.26M
41.7K $2.37M
SCHR
Schwab Intermediate Term Us Tr

ETFs
48K
+ 511.7%
$24.69 - $25.26 $1.19M - $1.21M
57.4K $1.44M
XLE
Energy Sector Spdr

ETFs
9.63K
+ 14.39%
$84.25 - $91.99 $811K - $886K
76.6K $6.84M
VGIT
Vanguard Intermediate Term Tre

ETFs
18.1K
+ 5.37%
$58.97 - $60.36 $1.07M - $1.09M
355K $21.3M
SPTS
Spdr Portfolio Short Term Trea

ETFs
38.5K
+ 32.68%
$29.12 - $29.34 $1.12M - $1.13M
156K $4.58M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
12.8K
+ 17.16%
$64.17 - $68.19 $821K - $872K
87.3K $5.95M
RING
Ishares Inc Msci Global Gold M

ETFs
2.79K
+ 8.15%
$42.96 - $64.71 $120K - $180K
37K $2.39M
GOOG
Alphabet Inc.

Communication Services
27
+ 0.2%
$175.16 - $255.24 $4.73K - $6.89K
13.3K $3.23M
SPMD
Spdr Portfolio

ETFs
2.83K
+ 1.36%
$54.43 - $58.29 $154K - $165K
211K $12M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.41K
+ 4.17%
$39.8 - $42.86 $295K - $318K
185K $7.92M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
5.94K
New
$110.74 - $122.12 $658K - $725K
5.94K $719K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
9.79K
New
$70.77 - $73.59 $693K - $720K
9.79K $717K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
3.98K
+ 2.24%
$30.13 - $33.37 $120K - $133K
181K $6.05M
SPY
Spdr S&P 500 ETF Trust

ETFs
95
+ 0.73%
$617.65 - $666.84 $58.7K - $63.3K
13.1K $8.71M
LQD
Ishares Iboxx $ Investment Gra

ETFs
4.22K
+ 5.52%
$107.66 - $112.36 $454K - $474K
80.7K $9M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.29K
+ 6.1%
$42.67 - $46.91 $226K - $248K
92K $4.31M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
10.9K
New
$49.09 - $50.58 $536K - $552K
10.9K $550K
PLTR
Palantir Technologies Inc.

Technology
285
+ 2.7%
$130.68 - $186.97 $37.2K - $53.3K
10.9K $1.98M
VUG
Vanguard Growth ETF

ETFs
212
+ 2.23%
$433.97 - $484.08 $92K - $103K
9.7K $4.65M
GLDM
World Gold Trust

ETFs
1.02K
+ 2.8%
$64.73 - $76.45 $66K - $78K
37.5K $2.87M
VMC
Vulcan Materials CO

Basic Materials
1.44K
New
$260.62 - $307.62 $374K - $442K
1.44K $441K
IXUS
Ishares Tr

ETFs
761
+ 1.19%
$76.35 - $82.58 $58.1K - $62.8K
64.8K $5.35M
JPIE
J P Morgan Exchange Traded Fd
7.93K
+ 35.94%
$46.01 - $46.55 $365K - $369K
30K $1.39M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
3.92K
+ 15.94%
$69.02 - $73.57 $270K - $288K
28.5K $2.1M
JPM
Jpmorgan Chase & CO

Financial Services
73
+ 0.58%
$282.78 - $316.06 $20.6K - $23.1K
12.7K $3.99M
TSLA
Tesla, Inc.

Consumer Cyclical
47
+ 1.87%
$293.94 - $444.72 $13.8K - $20.9K
2.57K $1.14M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
3.89K
+ 18.67%
$64.75 - $69.05 $252K - $268K
24.7K $1.7M
IEMG
Ishares Inc

ETFs
6.06K
+ 5.28%
N/A
121K $6.48M
NVDA
Nvidia Corp

Technology
100
+ 1.09%
$153.3 - $186.58 $15.3K - $18.7K
9.27K $1.73M
IWY
Ishares Tr Russell 200 Growth

ETFs
462
+ 8.09%
$243.93 - $275.62 $113K - $127K
6.17K $1.69M
PEP
Pepsico Inc

Consumer Defensive
432
+ 1.79%
$133.81 - $152.16 $57.8K - $65.7K
24.6K $3.45M
MLN
Vaneck Long Muni ETF

ETFs
15.1K
New
$16.52 - $17.5 $249K - $264K
15.1K $263K
Activity Summary
Buys All Purchases 121 New Holdings 19 Increased Positions 102 Sells All Sells 153 Reductions 153 Sold out 0 Options Calls 0 Puts 0
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