Wbh Advisory Inc Purchases in Q1 2025

Wbh Advisory Inc

  • $1.06 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WFC
Wells Fargo & Company

Financial Services
2.8K
New
$66.78 - $81.42 $187K - $228K
2.8K $201K
MELI
Mercadolibre Inc

Consumer Cyclical
10
+ 1.88%
$1739.0 - $2260.0 $17.4K - $22.6K
541 $1.06M
T
At&T Inc.

Communication Services
2.27K
+ 17.77%
$21.56 - $28.28 $49K - $64.3K
15.1K $425K
VEA
Vanguard Ftse Developed Market

ETFs
146
+ 0.36%
$47.4 - $52.99 $6.92K - $7.74K
41K $2.08M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.93K
+ 3.96%
$37.07 - $40.63 $71.4K - $78.3K
50.6K $1.99M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
5.23K
+ 51.56%
$23.32 - $23.84 $122K - $125K
15.4K $360K
TMUS
T Mobile Us, Inc.

Communication Services
17
+ 0.69%
$211.3 - $272.83 $3.59K - $4.64K
2.47K $659K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
213
+ 0.49%
$95.85 - $99.25 $20.4K - $21.1K
43.9K $4.34M
CTAS
Cintas Corp

Industrials
8
+ 0.17%
$182.09 - $208.14 $1.46K - $1.67K
4.7K $966K
SCHO
Schwab Short Term Us Treasury

ETFs
2.97K
+ 2.4%
$24.1 - $24.34 $71.6K - $72.3K
127K $3.09M
MO
Altria Group, Inc.

Consumer Defensive
714
+ 9.51%
$50.81 - $60.02 $36.3K - $42.9K
8.22K $493K
EXC
Exelon Corp

Utilities
86
+ 0.84%
$37.3 - $46.08 $3.21K - $3.96K
10.3K $473K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
1.68K
+ 8.78%
$50.87 - $51.09 $85.5K - $85.8K
20.8K $1.06M
MAR
Marriott International Inc

Consumer Cyclical
512
+ 61.69%
$237.01 - $304.45 $121K - $156K
1.34K $319K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
2.31K
+ 7.23%
$44.81 - $46.22 $104K - $107K
34.3K $1.54M
SOXX
Ishares Semiconductor ETF

ETFs
600
+ 52.45%
$188.17 - $235.81 $113K - $141K
1.74K $328K
MTB
M&T Bank Corp

Financial Services
470
+ 32.91%
$170.47 - $201.98 $80.1K - $94.9K
1.9K $339K
BDX
Becton Dickinson & CO

Healthcare
275
+ 18.0%
$222.79 - $249.08 $61.3K - $68.5K
1.8K $412K
SUI
Sun Communities Inc

Real Estate
10
+ 0.09%
$120.53 - $136.43 $1.21K - $1.36K
11.1K $1.43M
PFE
Pfizer Inc

Healthcare
3.33K
+ 21.35%
$25.01 - $27.13 $83.3K - $90.4K
18.9K $479K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.29K
+ 1.76%
$22.46 - $23.26 $28.9K - $30K
74.6K $1.73M
PSA
Public Storage

Real Estate
204
+ 4.77%
$288.99 - $313.98 $59K - $64.1K
4.48K $1.34M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
1.04K
+ 11.85%
$51.26 - $52.53 $53.3K - $54.6K
9.81K $505K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
153
+ 4.63%
$408.78 - $448.82 $62.5K - $68.7K
3.46K $1.45M
SCHR
Schwab Intermediate Term Us Tr

ETFs
1.41K
+ 16.13%
$24.05 - $24.86 $34K - $35.1K
10.2K $252K
DVY
Ishares Tr

ETFs
7
+ 0.06%
$128.58 - $138.1 $900 - $967
11.4K $1.53M
ICLN
Ishares

ETFs
2.69K
+ 14.38%
$10.94 - $11.86 $29.5K - $31.9K
21.4K $244K
HDV
Ishares Core High Dividend ETF

ETFs
6
+ 0.19%
$110.86 - $121.12 $665 - $727
3.15K $381K
IWV
Ishares Russell 3000 ETF

ETFs
117
+ 19.06%
$313.1 - $349.83 $36.6K - $40.9K
731 $232K
LNT
Alliant Energy Corp

Utilities
2
+ 0.04%
$56.66 - $66.04 $113 - $132
4.82K $309K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
50
+ 0.19%
$49.67 - $51.43 $2.48K - $2.57K
25.7K $1.31M
ECL
Ecolab Inc.

Basic Materials
13
+ 1.29%
$229.72 - $269.82 $2.99K - $3.51K
1.02K $258K
BMY
Bristol Myers Squibb CO

Healthcare
3
+ 0.07%
$53.9 - $63.11 $162 - $189
4.47K $272K
TSCO
Tractor Supply CO

Consumer Cyclical
36
+ 0.41%
$51.66 - $57.94 $1.86K - $2.09K
8.74K $481K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
30
+ 0.44%
$48.13 - $51.78 $1.44K - $1.55K
6.83K $347K
NEE
Nextera Energy Inc

Utilities
289
+ 2.44%
$66.96 - $76.16 $19.4K - $22K
12.1K $859K
IWF
Ishares Russell 1000 Gr ETF

ETFs
125
+ 13.16%
$360.07 - $417.26 $45K - $52.2K
1.08K $388K
BAC
Bank Of America Corp

Financial Services
1.88K
+ 5.8%
$39.61 - $47.74 $74.3K - $89.6K
34.3K $1.43M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
15
+ 0.18%
$49.75 - $50.27 $746 - $754
8.52K $426K
ADBE
Adobe Inc.

Technology
74
+ 16.41%
$377.84 - $464.11 $28K - $34.3K
525 $201K
VUSB
Vanguard Bd Index Fds
1.04K
+ 8.48%
N/A
13.3K $0
NXPI
Nxp Semiconductors N.V.

Technology
149
+ 8.86%
$189.99 - $245.86 $28.3K - $36.6K
1.83K $347K
DSI
Ishares Msci Kld 400 Social Et

ETFs
213
+ 6.86%
$101.98 - $115.66 $21.7K - $24.6K
3.32K $339K
BA
Boeing CO

Industrials
58
+ 2.58%
$148.15 - $186.25 $8.59K - $10.8K
2.3K $392K
GS
Goldman Sachs Group Inc

Financial Services
9
+ 1.91%
$524.81 - $672.19 $4.72K - $6.05K
480 $262K
GLW
Corning Inc

Technology
4
+ 0.08%
$44.91 - $54.25 $180 - $217
5.21K $238K
EMN
Eastman Chemical CO

Basic Materials
1
+ 0.03%
$87.05 - $103.47 $87.1 - $103
3.48K $306K
VV
Vanguard Large Cap ETF

ETFs
3
+ 0.19%
$253.32 - $282.66 $760 - $848
1.58K $407K
FIS
Fidelity National Information Services, Inc.

Technology
2
+ 0.06%
$68.12 - $83.42 $136 - $167
3.64K $271K
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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