Wbh Advisory Inc Purchases in Q2 2025

Wbh Advisory Inc

  • $1.16 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
185K
+ 45.29%
$58.41 - $72.69 $10.8M - $13.4M
593K $43.1M
VTI
Vanguard Total Stock Market Et

ETFs
4.45K
+ 2.29%
$243.75 - $303.93 $1.09M - $1.35M
199K $60.4M
XLK
Technology Sector Spdr

ETFs
4.57K
+ 3.67%
$179.73 - $253.23 $821K - $1.16M
129K $32.7M
BND
Vanguard Bd Index Fd Inc Total

ETFs
82.5K
+ 31.73%
$72.02 - $73.82 $5.94M - $6.09M
343K $25.2M
JCPB
J P Morgan Exchange Traded Fd

ETFs
124K
New
$45.9 - $47.2 $5.7M - $5.86M
124K $5.85M
SCHG
Schwab Strategic Tr Us Large C

ETFs
58K
+ 8.63%
$22.27 - $29.21 $1.29M - $1.69M
730K $21.3M
DGRO
Ishares Core Dividend Growth E

ETFs
64K
+ 164.11%
$55.22 - $63.94 $3.54M - $4.09M
103K $6.59M
VGIT
Vanguard Intermediate Term Tre

ETFs
56.7K
+ 20.25%
$58.63 - $59.9 $3.32M - $3.39M
337K $20.1M
SPTS
Spdr Portfolio Short Term Trea

ETFs
118K
New
$29.07 - $29.38 $3.42M - $3.46M
118K $3.45M
XLC
Select Sector Spdr Tr Communic

ETFs
9.44K
+ 5.72%
$86.13 - $108.53 $813K - $1.02M
175K $18.9M
IEFA
Ishares Tr

ETFs
14.2K
+ 6.99%
$67.83 - $84.09 $964K - $1.19M
218K $18.2M
VB
Vanguard Small Cap ETF

ETFs
2.96K
+ 3.23%
$193.73 - $237.37 $574K - $703K
94.7K $22.4M
VUG
Vanguard Growth ETF

ETFs
3.49K
+ 58.09%
$329.49 - $438.4 $1.15M - $1.53M
9.49K $4.16M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
24.6K
New
$56.88 - $70.77 $1.4M - $1.74M
24.6K $1.74M
NEAR
Blackrock Short Maturity Bond

ETFs
33K
+ 22.09%
$50.41 - $51.17 $1.66M - $1.69M
182K $9.31M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
36.1K
+ 71.39%
$34.72 - $42.74 $1.25M - $1.54M
86.7K $3.7M
VV
Vanguard Large Cap ETF

ETFs
5.85K
+ 369.32%
$228.25 - $285.3 $1.34M - $1.67M
7.43K $2.12M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
23.6K
+ 15.36%
$32.66 - $40.75 $772K - $963K
178K $7.19M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
24K
+ 105.19%
$48.22 - $60.41 $1.16M - $1.45M
46.8K $2.79M
XLI
Industrial Sector Spdr

ETFs
501
+ 0.59%
$116.42 - $147.52 $58.3K - $73.9K
85.3K $12.6M
ITOT
Ishares Core S&P Total U.S. St

ETFs
238
+ 0.22%
$108.12 - $135.04 $25.7K - $32.1K
107K $14.4M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
20.8K
New
$56.84 - $65.5 $1.18M - $1.36M
20.8K $1.36M
VEU
Vanguard Ftse All World Ex Us

ETFs
7.64K
+ 7.19%
$54.19 - $67.22 $414K - $513K
114K $7.66M
JMEE
J P Morgan Exchange Traded Fd

ETFs
19.1K
New
$49.07 - $59.23 $940K - $1.13M
19.1K $1.13M
JPIE
J P Morgan Exchange Traded Fd
22.1K
New
$45.12 - $46.32 $995K - $1.02M
22.1K $1.02M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
10.9K
+ 3.69%
$35.35 - $42.68 $386K - $465K
306K $13M
IEF
Ishares Barclays

ETFs
7.85K
+ 73.91%
$93.15 - $96.56 $732K - $758K
18.5K $1.77M
URTH
Ishares Msci World ETF

ETFs
2.57K
+ 15.71%
$136.3 - $169.38 $350K - $435K
18.9K $3.2M
ITM
Vaneck Intermediate Muni ETF

ETFs
13.2K
New
$44.27 - $45.82 $585K - $606K
13.2K $601K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
8.94K
+ 100.96%
$47.63 - $60.01 $426K - $536K
17.8K $1.06M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
5.6K
New
$97.29 - $105.63 $545K - $592K
5.6K $569K
LQD
Ishares Iboxx $ Investment Gra

ETFs
4.38K
+ 6.08%
$105.23 - $109.61 $461K - $481K
76.5K $8.38M
IXUS
Ishares Tr

ETFs
825
+ 1.31%
$62.37 - $77.63 $51.5K - $64K
64K $4.95M
IYG
Ishares Tr

ETFs
5.42K
+ 151.69%
$68.9 - $85.6 $373K - $464K
8.99K $769K
LVHD
Franklin U.S. Low Volatility H

ETFs
12K
New
$37.37 - $40.85 $449K - $491K
12K $479K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
9.66K
New
$44.37 - $50.04 $429K - $484K
9.66K $459K
GS
Goldman Sachs Group Inc

Financial Services
500
+ 104.17%
$462.22 - $707.75 $231K - $354K
980 $693K
IWD
Ishares Russell 1000 Val ETF

ETFs
2.06K
+ 174.77%
$166.82 - $194.23 $343K - $400K
3.23K $628K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
4.65K
New
$73.0 - $85.5 $340K - $398K
4.65K $391K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.55K
+ 2.1%
$39.89 - $49.46 $61.7K - $76.6K
75.1K $3.72M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
7.33K
+ 74.71%
$50.34 - $51.86 $369K - $380K
17.1K $880K
CGCP
Capital Group Core Plus Income

ETFs
15.6K
+ 3.77%
$21.92 - $22.56 $341K - $351K
429K $9.65M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
3.1K
New
$116.93 - $119.39 $362K - $370K
3.1K $369K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.67K
+ 4.74%
$90.56 - $109.49 $151K - $183K
36.9K $4.04M
IWB
Ishares Tr Russell 1000 ETF

ETFs
982
New
$272.36 - $339.57 $267K - $333K
982 $333K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.67K
New
$139.8 - $197.22 $233K - $329K
1.67K $328K
XLG
Invesco Exchange Traded Fd Tr

ETFs
3.98K
+ 23.92%
$40.94 - $52.1 $163K - $207K
20.6K $1.07M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
3.48K
New
$67.22 - $81.54 $234K - $284K
3.48K $283K
GLDM
World Gold Trust

ETFs
2.23K
+ 6.51%
$58.96 - $67.97 $132K - $152K
36.5K $2.39M
Activity Summary
Buys All Purchases 106 New Holdings 29 Increased Positions 77 Sells All Sells 185 Reductions 185 Sold out 0 Options Calls 0 Puts 0
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