Wbh Advisory Inc Purchases in Q1 2025

Wbh Advisory Inc

  • $1.06 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
80.7K
+ 24.65%
$64.88 - $72.1 $5.24M - $5.82M
408K $26.8M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
68.2K
+ 12.74%
$44.41 - $45.98 $3.03M - $3.14M
603K $27.5M
VGIT
Vanguard Intermediate Term Tre

ETFs
42.7K
+ 18.02%
$57.44 - $59.4 $2.45M - $2.54M
280K $16.6M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
42.3K
+ 95.55%
$53.69 - $62.68 $2.27M - $2.65M
86.5K $5.2M
BND
Vanguard Bd Index Fd Inc Total

ETFs
29.3K
+ 12.7%
$71.17 - $73.66 $2.09M - $2.16M
260K $19.1M
SCHQ
Schwab Strategic Tr Long Term

ETFs
73.2K
+ 182.06%
$30.72 - $33.22 $2.25M - $2.43M
113K $3.72M
VT
Vanguard Total World Stk Index

ETFs
22.1K
+ 26.06%
$115.08 - $123.97 $2.54M - $2.74M
107K $12.4M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
13.9K
+ 2.94%
$58.01 - $64.46 $805K - $895K
485K $30.1M
RSP
Invesco S&P 500 Equal Weight E

ETFs
12.7K
New
$169.43 - $182.84 $2.15M - $2.32M
12.7K $2.2M
GLDM
World Gold Trust

ETFs
34.3K
New
$52.19 - $61.89 $1.79M - $2.12M
34.3K $2.12M
XLV
Select Sector Spdr Fund Health

ETFs
8.42K
+ 10.77%
$137.61 - $149.68 $1.16M - $1.26M
86.5K $12.6M
XLI
Industrial Sector Spdr

ETFs
14.2K
+ 20.09%
$128.78 - $141.67 $1.83M - $2.01M
84.7K $11.1M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
17.6K
+ 9.8%
$77.7 - $78.94 $1.37M - $1.39M
197K $15.6M
VTI
Vanguard Total Stock Market Et

ETFs
14.7K
+ 8.2%
$271.18 - $303.12 $4M - $4.47M
194K $53.4M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
11.3K
+ 1.62%
$18.36 - $20.51 $208K - $232K
710K $14M
XLC
Select Sector Spdr Tr Communic

ETFs
11.5K
+ 7.5%
$94.84 - $105.31 $1.09M - $1.21M
165K $15.9M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$663000.0 - $801950.0 $663K - $802K
1 $798K
XLG
Invesco Exchange Traded Fd Tr

ETFs
16.6K
New
$45.72 - $51.73 $761K - $861K
16.6K $766K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
12K
+ 8.47%
$33.84 - $37.77 $407K - $454K
154K $5.61M
MBB
Ishares Tr

ETFs
5.37K
+ 5.0%
$90.37 - $94.08 $485K - $505K
113K $10.6M
URTH
Ishares Msci World ETF

ETFs
4.84K
+ 42.09%
$151.24 - $164.09 $732K - $795K
16.3K $2.5M
CGCP
Capital Group Core Plus Income

ETFs
25.8K
+ 6.66%
$21.94 - $22.64 $566K - $585K
413K $9.28M
TT
Trane Technologies PLC

Industrials
1.77K
New
$332.0 - $400.86 $587K - $709K
1.77K $595K
NEAR
Blackrock Short Maturity Bond

ETFs
10.6K
+ 7.61%
$50.4 - $50.89 $532K - $537K
149K $7.59M
VEU
Vanguard Ftse All World Ex Us

ETFs
3.45K
+ 3.35%
$56.51 - $62.98 $195K - $217K
106K $6.45M
RING
Ishares Inc Msci Global Gold M

ETFs
1.89K
+ 5.62%
$28.64 - $38.36 $54.2K - $72.7K
35.6K $1.36M
CSL
Carlisle Companies Inc

Industrials
1.15K
New
$326.43 - $408.24 $374K - $468K
1.15K $390K
YUM
Yum Brands Inc

Consumer Cyclical
400
+ 2.84%
$123.25 - $162.53 $49.3K - $65K
14.5K $2.28M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
7.28K
+ 3.81%
$25.81 - $28.52 $188K - $207K
198K $5.47M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
10.3K
+ 7.77%
$27.01 - $28.54 $277K - $293K
142K $3.98M
PM
Philip Morris International Inc.

Consumer Defensive
1.19K
+ 27.58%
$117.15 - $158.79 $140K - $189K
5.51K $874K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
2.13K
+ 29.15%
$107.24 - $116.37 $229K - $248K
9.45K $1.1M
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.24K
New
$85.29 - $92.57 $276K - $300K
3.24K $294K
BNDX
Vanguard Total International B

ETFs
5.94K
New
$48.33 - $49.5 $287K - $294K
5.94K $289K
IYG
Ishares Tr

ETFs
3.57K
New
$74.6 - $84.81 $266K - $303K
3.57K $280K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
14.5K
New
$19.04 - $20.15 $275K - $291K
14.5K $275K
ABBV
Abb Vie Inc.

Healthcare
283
+ 4.29%
$169.2 - $216.66 $47.9K - $61.3K
6.88K $1.44M
IBM
International Business Machines Corp

Technology
720
+ 23.84%
$217.4 - $264.74 $157K - $191K
3.74K $929K
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.79K
+ 39.41%
$157.71 - $180.77 $282K - $324K
6.33K $1.02M
IXP
Ishares Global Comm Services E

ETFs
2.5K
New
$95.48 - $106.93 $239K - $267K
2.5K $242K
VZ
Verizon Communications Inc

Communication Services
5.3K
New
$37.81 - $46.49 $200K - $246K
5.3K $240K
HAS
Hasbro, Inc.

Consumer Cyclical
3.87K
New
$56.16 - $69.06 $217K - $267K
3.87K $238K
RTX
Raytheon Technologies Corp

Industrials
858
+ 11.61%
$114.1 - $135.66 $97.9K - $116K
8.25K $1.09M
HPE
Hewlett Packard Enterprise CO

Technology
14.9K
New
$14.77 - $24.42 $221K - $365K
14.9K $230K
IYC
Ishares U.S. Consumer Discreti

ETFs
2.6K
New
$85.71 - $101.2 $223K - $263K
2.6K $229K
JPM
Jpmorgan Chase & CO

Financial Services
616
+ 4.59%
$225.19 - $279.95 $139K - $172K
14K $3.44M
IVV
Ishares Core S&P 500 ETF

ETFs
2.03K
+ 5.9%
$554.06 - $615.85 $1.12M - $1.25M
36.4K $20.4M
MDT
Medtronic PLC

Healthcare
2.4K
New
$79.84 - $94.5 $191K - $226K
2.4K $215K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
3.24K
New
N/A
3.24K $202K
Activity Summary
Buys All Purchases 116 New Holdings 18 Increased Positions 98 Sells All Sells 169 Reductions 169 Sold out 0 Options Calls 0 Puts 0
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