Wbh Advisory Inc Incresed Positions 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
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
XLC
Select Sector Spdr Tr Communic

ETFs
9.44K
+ 5.72%
$86.13 - $108.53 $813K - $1.02M
175K $18.9M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
36.2K
+ 18.33%
$77.94 - $79.5 $2.82M - $2.88M
234K $18.6M
IEFA
Ishares Tr

ETFs
14.2K
+ 6.99%
$67.83 - $84.09 $964K - $1.19M
218K $18.2M
VUG
Vanguard Growth ETF

ETFs
3.49K
+ 58.09%
$329.49 - $438.4 $1.15M - $1.53M
9.49K $4.16M
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
VEU
Vanguard Ftse All World Ex Us

ETFs
7.64K
+ 7.19%
$54.19 - $67.22 $414K - $513K
114K $7.66M
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
EZU
Ishares Inc Msci Eurozone ETF

ETFs
8.94K
+ 100.96%
$47.63 - $60.01 $426K - $536K
17.8K $1.06M
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
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
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
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.67K
+ 4.74%
$90.56 - $109.49 $151K - $183K
36.9K $4.04M
XLG
Invesco Exchange Traded Fd Tr

ETFs
3.98K
+ 23.92%
$40.94 - $52.1 $163K - $207K
20.6K $1.07M
GLDM
World Gold Trust

ETFs
2.23K
+ 6.51%
$58.96 - $67.97 $132K - $152K
36.5K $2.39M
IWY
Ishares Tr Russell 200 Growth

ETFs
305
+ 5.64%
$187.5 - $246.51 $57.2K - $75.2K
5.71K $1.41M
MBB
Ishares Tr

ETFs
2.61K
+ 2.31%
$91.41 - $94.22 $238K - $245K
115K $10.8M
EFA
Ishares Tr Msci Eafe ETF

ETFs
336
+ 1.19%
$72.96 - $90.39 $24.5K - $30.4K
28.7K $2.56M
IXP
Ishares Global Comm Services E

ETFs
1.76K
+ 70.3%
$88.17 - $112.32 $155K - $197K
4.25K $477K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
10.9K
+ 75.5%
$18.11 - $18.97 $198K - $207K
25.4K $477K
GLW
Corning Inc

Technology
2.34K
+ 44.97%
$39.07 - $52.59 $91.6K - $123K
7.56K $397K
T
At&T Inc.

Communication Services
5.13K
+ 34.09%
$26.33 - $28.94 $135K - $149K
20.2K $584K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
2.8K
+ 13.46%
$50.1 - $51.02 $140K - $143K
23.6K $1.2M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
1.5K
+ 28.4%
$61.08 - $74.04 $91.3K - $111K
6.76K $500K
VZ
Verizon Communications Inc

Communication Services
3.24K
+ 61.1%
$41.67 - $45.62 $135K - $148K
8.54K $369K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
2.18K
+ 8.47%
$49.73 - $51.44 $108K - $112K
27.9K $1.43M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
3.67K
+ 23.88%
$22.4 - $23.8 $82.3K - $87.4K
19K $453K
CTAS
Cintas Corp

Industrials
7
+ 0.15%
$190.11 - $227.66 $1.33K - $1.59K
4.71K $1.05M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
306
+ 3.48%
$53.69 - $67.27 $16.4K - $20.6K
9.09K $611K
GD
General Dynamics Corp

Industrials
200
+ 24.15%
$247.68 - $291.66 $49.5K - $58.3K
1.03K $299K
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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