Wbh Advisory Inc Purchases in Q3 2024

Wbh Advisory Inc

  • $1.05 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
348
+ 41.18%
$523.84 - $572.02 $182K - $199K
1.19K $679K
T
At&T Inc.

Communication Services
10.3K
New
$18.21 - $22.28 $188K - $230K
10.3K $226K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
429
+ 1.19%
$178.94 - $207.0 $76.8K - $88.8K
36.4K $7.31M
VZ
Verizon Communications Inc

Communication Services
4.82K
New
$38.89 - $45.0 $187K - $217K
4.82K $216K
AMD
Advanced Micro Devices Inc

Technology
1.31K
New
$128.67 - $183.96 $169K - $241K
1.31K $215K
DVY
Ishares Tr

ETFs
388
+ 3.4%
$119.99 - $135.74 $46.6K - $52.7K
11.8K $1.59M
IYY
Ishares Tr

ETFs
1.5K
New
$125.77 - $139.59 $189K - $209K
1.5K $209K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
824
+ 3.1%
$75.47 - $83.18 $62.2K - $68.5K
27.4K $2.27M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2K
New
$98.99 - $101.51 $198K - $203K
2K $202K
NFLX
Netflix Inc

Communication Services
284
New
$598.55 - $722.26 $170K - $205K
284 $201K
IWV
Ishares Russell 3000 ETF

ETFs
614
New
$294.75 - $326.73 $181K - $201K
614 $200K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
671
+ 1.46%
$36.02 - $41.68 $24.2K - $28K
46.5K $1.92M
DGX
Quest Diagnostics Inc

Healthcare
1.4K
New
$137.09 - $137.09 $192K - $192K
1.4K $191K
KO
Coca Cola CO

Consumer Defensive
203
+ 0.96%
$62.69 - $73.01 $12.7K - $14.8K
21.2K $1.53M
MA
Mastercard Inc

Financial Services
2
+ 0.06%
$429.6 - $500.99 $859 - $1K
3.46K $1.71M
EFA
Ishares Tr Msci Eafe ETF

ETFs
249
+ 0.83%
$75.32 - $84.37 $18.8K - $21K
30.4K $2.54M
PNC
Pnc Financial Services Group, Inc.

Financial Services
2
+ 0.03%
$156.14 - $187.2 $312 - $374
5.78K $1.07M
BLK
Black Rock Inc.

Financial Services
1
+ 0.1%
$782.27 - $949.51 $782 - $950
1.04K $982K
IBM
International Business Machines Corp

Technology
47
+ 1.51%
$175.1 - $223.38 $8.23K - $10.5K
3.16K $699K
CEG
Constellation Energy Corp

Utilities
24
+ 0.93%
$167.08 - $262.86 $4.01K - $6.31K
2.6K $675K
IWF
Ishares Russell 1000 Gr ETF

ETFs
406
+ 73.82%
$332.02 - $382.76 $135K - $155K
956 $358K
NEE
Nextera Energy Inc

Utilities
8
+ 0.07%
$69.9 - $84.97 $559 - $680
11.3K $956K
YUM
Yum Brands Inc

Consumer Cyclical
391
+ 2.88%
$125.95 - $139.96 $49.2K - $54.7K
14K $1.95M
CTAS
Cintas Corp

Industrials
3.52K
+ 300.6%
$201.38 - $819.83 $708K - $2.88M
4.69K $964K
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.03%
$233.44 - $279.45 $233 - $279
3.5K $967K
SCHV
Schwab Strategic Tr Us Large C

ETFs
883
+ 9.17%
$73.43 - $80.37 $64.8K - $71K
10.5K $844K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
2.52K
+ 20.32%
$50.63 - $51.11 $127K - $129K
14.9K $760K
VIG
Vanguard Dividend Appreciation

ETFs
715
+ 8.75%
$182.15 - $182.15 $130K - $130K
8.89K $1.62M
URTH
Ishares Msci World ETF

ETFs
2
+ 0.02%
$140.68 - $156.99 $281 - $314
11.9K $1.86M
AMAT
Applied Materials Inc

Technology
710
+ 64.55%
$174.88 - $254.97 $124K - $181K
1.81K $365K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
757
+ 14.44%
$64.57 - $71.76 $48.9K - $54.3K
6K $430K
IWY
Ishares Tr Russell 200 Growth

ETFs
280
+ 6.07%
$194.66 - $225.97 $54.5K - $63.3K
4.89K $1.08M
GE
General Electric CO

Industrials
215
+ 14.1%
$156.66 - $189.66 $33.7K - $40.8K
1.74K $328K
XOM
Exxon Mobil Corp

Energy
549
+ 7.14%
$109.72 - $119.0 $60.2K - $65.3K
8.24K $966K
HYD
Vaneck High Yield Muni ETF

ETFs
1.36K
+ 23.31%
$51.46 - $53.07 $69.9K - $72.1K
7.19K $381K
AMGN
Amgen Inc

Healthcare
199
+ 12.1%
$309.38 - $337.38 $61.6K - $67.1K
1.84K $593K
ISRG
Intuitive Surgical Inc

Healthcare
1
+ 0.07%
$416.14 - $494.01 $416 - $494
1.5K $737K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
97
+ 0.17%
$49.93 - $51.15 $4.84K - $4.96K
56.8K $2.91M
GLD
Spdr Gold Trust

ETFs
100
+ 8.13%
$215.56 - $246.98 $21.6K - $24.7K
1.33K $323K
EXC
Exelon Corp

Utilities
154
+ 1.81%
$34.24 - $40.55 $5.27K - $6.24K
8.64K $350K
LNT
Alliant Energy Corp

Utilities
2
+ 0.04%
$50.74 - $60.74 $101 - $121
4.94K $299K
AVGO
Broadcom Inc.

Technology
3.22K
+ 906.76%
$136.27 - $1745.86 $439K - $5.62M
3.57K $616K
SCHR
Schwab Intermediate Term Us Tr

ETFs
476
+ 5.94%
$48.4 - $50.91 $23K - $24.2K
8.49K $429K
TSCO
Tractor Supply CO

Consumer Cyclical
7
+ 0.4%
$251.95 - $290.93 $1.76K - $2.04K
1.74K $505K
EMR
Emerson Electric CO

Industrials
375
+ 7.17%
$98.19 - $118.87 $36.8K - $44.6K
5.61K $613K
PKW
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.03%
$102.34 - $114.52 $102 - $115
3.41K $390K
IBB
Ishares Biotechnology ETF

ETFs
150
+ 10.22%
$135.09 - $149.47 $20.3K - $22.4K
1.62K $235K
GLW
Corning Inc

Technology
4
+ 0.08%
$37.76 - $46.2 $151 - $185
5.2K $234K
AMP
Ameriprise Financial Inc

Financial Services
9
+ 1.4%
$391.53 - $469.81 $3.52K - $4.23K
652 $306K
Activity Summary
Buys All Purchases 118 New Holdings 16 Increased Positions 102 Sells All Sells 167 Reductions 167 Sold out 0 Options Calls 0 Puts 0
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