Wbh Advisory Inc Purchases in Q4 2025

Wbh Advisory Inc

  • $1.34 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
153K
+ 112.93%
$278.39 - $304.13 $42.7M - $46.7M
289K $83.4M
XLY
Select Sector Spdr Consumer Di

ETFs
82.5K
+ 98.75%
$228.75 - $242.18 $18.9M - $20M
166K $38.3M
XLE
Energy Sector Spdr

ETFs
74.2K
+ 96.9%
$85.22 - $92.02 $6.32M - $6.83M
151K $13.9M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
55K
+ 8.62%
$76.84 - $80.86 $4.22M - $4.44M
693K $54.8M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
98.6K
+ 16.06%
$46.2 - $46.85 $4.56M - $4.62M
712K $32.9M
NOW
Service Now, Inc.

Technology
5.02K
+ 400.0%
$835.79 - $946.29 $4.2M - $4.75M
6.28K $5.24M
XLU
Utilities Sector Spdr

ETFs
32.2K
+ 96.13%
$87.89 - $92.9 $2.83M - $2.99M
65.7K $5.83M
XLB
Select Sector Spdr Fd Material

ETFs
27.7K
+ 104.06%
$84.72 - $89.9 $2.35M - $2.49M
54.4K $4.72M
XLV
Select Sector Spdr Fund Health

ETFs
6.67K
+ 8.9%
$141.95 - $152.82 $947K - $1.02M
81.6K $12.4M
VTI
Vanguard Total Stock Market Et

ETFs
3.65K
+ 1.73%
$321.8 - $337.95 $1.17M - $1.23M
215K $70.8M
EMB
Ishares Tr

ETFs
14K
New
$94.63 - $97.03 $1.33M - $1.36M
14K $1.34M
SCHQ
Schwab Strategic Tr Long Term

ETFs
41.2K
+ 47.27%
$32.05 - $33.17 $1.32M - $1.37M
129K $4.13M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
6.91K
+ 1.46%
$72.17 - $75.74 $499K - $523K
481K $36M
EWJ
Ishares Msci Japan ETF

ETFs
13.5K
New
$78.36 - $84.34 $1.06M - $1.14M
13.5K $1.14M
SCHG
Schwab Strategic Tr Us Large C

ETFs
25.6K
+ 3.18%
$31.41 - $33.69 $804K - $862K
830K $26.8M
IEFA
Ishares Tr

ETFs
9.05K
+ 4.64%
$86.09 - $89.88 $779K - $813K
204K $18.1M
BND
Vanguard Bd Index Fd Inc Total

ETFs
15.2K
+ 4.49%
$74.09 - $75.1 $1.13M - $1.14M
354K $26.2M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
24.6K
+ 3.64%
$23.02 - $24.23 $567K - $596K
702K $16.8M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
9.31K
+ 51.79%
$102.37 - $105.36 $953K - $980K
27.3K $2.8M
VGSH
Vanguard

ETFs
16.2K
+ 5.15%
$58.64 - $58.96 $951K - $956K
331K $19.5M
JCPB
J P Morgan Exchange Traded Fd

ETFs
17.3K
+ 10.61%
$47.34 - $48.01 $821K - $833K
181K $8.57M
GOOG
Alphabet Inc.

Communication Services
773
+ 5.82%
$237.49 - $291.74 $184K - $226K
14K $4.01M
VGLT
Vanguard Long Term Treasury Et

ETFs
13K
+ 31.28%
$56.44 - $58.38 $736K - $761K
54.7K $3.1M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
9.19K
+ 10.52%
$67.62 - $70.2 $621K - $645K
96.5K $6.67M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.06K
+ 9.48%
$589.5 - $635.77 $623K - $671K
12.2K $7.36M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
9.92K
+ 5.36%
$42.26 - $44.28 $419K - $439K
195K $8.53M
CGCP
Capital Group Core Plus Income

ETFs
27.8K
+ 5.79%
$22.64 - $22.98 $629K - $639K
508K $11.5M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
13.7K
+ 0.68%
$25.2 - $26.46 $345K - $362K
2.03M $52.5M
SCHR
Schwab Intermediate Term Us Tr

ETFs
21.4K
+ 37.37%
$25.03 - $25.34 $537K - $543K
78.8K $1.98M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
10.1K
+ 10.94%
$45.45 - $48.31 $457K - $486K
102K $4.84M
VUG
Vanguard Growth ETF

ETFs
895
+ 9.23%
$470.44 - $504.26 $421K - $451K
10.6K $5.12M
NEAR
Blackrock Short Maturity Bond

ETFs
8.95K
+ 4.0%
$51.08 - $51.37 $457K - $460K
233K $11.9M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
5.92K
+ 23.96%
$67.15 - $70.77 $397K - $419K
30.6K $2.13M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
5.06K
+ 17.73%
$72.75 - $76.17 $368K - $385K
33.6K $2.52M
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
9.38K
New
$40.97 - $41.77 $384K - $392K
9.38K $391K
AMZN
Amazon Com Inc

Consumer Cyclical
310
+ 1.87%
$213.04 - $254.0 $66K - $78.7K
16.9K $3.97M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
6.05K
+ 3.33%
$32.35 - $34.37 $196K - $208K
187K $6.34M
IVV
Ishares Core S&P 500 ETF

ETFs
126
+ 0.38%
$656.2 - $690.71 $82.7K - $87K
33K $22.3M
RING
Ishares Inc Msci Global Gold M

ETFs
3.69K
+ 9.98%
$58.29 - $72.16 $215K - $266K
40.7K $2.67M
SPTS
Spdr Portfolio Short Term Trea

ETFs
8.33K
+ 5.33%
$29.23 - $29.39 $243K - $245K
165K $4.81M
PPG
Ppg Industries Inc

Basic Materials
2.43K
New
$94.92 - $105.45 $231K - $256K
2.43K $235K
LITE
Lumentum Holdings Inc.

Technology
1K
New
$149.61 - $259.89 $150K - $260K
1K $232K
JMEE
J P Morgan Exchange Traded Fd

ETFs
3.76K
+ 17.44%
$61.3 - $64.67 $230K - $243K
25.3K $1.59M
MLN
Vaneck Long Muni ETF

ETFs
11.9K
+ 78.82%
$17.45 - $17.76 $207K - $211K
26.9K $474K
BMY
Bristol Myers Squibb CO

Healthcare
4.41K
New
$42.6 - $49.08 $188K - $216K
4.41K $206K
IWX
Ishares Tr Russell 200 Value E

ETFs
2.26K
New
$86.49 - $90.54 $196K - $205K
2.26K $201K
NEE
Nextera Energy Inc

Utilities
859
+ 7.13%
$78.18 - $86.03 $67.2K - $73.9K
12.9K $1.11M
MRK
Merck & Co., Inc.

Healthcare
1.12K
+ 11.02%
$82.49 - $92.93 $92.6K - $104K
11.3K $1.05M
FDX
Fedex Corp

Industrials
729
New
$224.63 - $268.67 $164K - $196K
729 $192K
Activity Summary
Buys All Purchases 120 New Holdings 9 Increased Positions 111 Sells All Sells 139 Reductions 139 Sold out 0 Options Calls 0 Puts 0
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