Wbh Advisory Inc Incresed Positions in Q4 2024

Wbh Advisory Inc

  • $1.07 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
28.1K
+ 75.96%
$406.35 - $454.46 $11.4M - $12.8M
65.2K $27.5M
VTI
Vanguard Total Stock Market Et

ETFs
12.7K
+ 7.62%
$280.04 - $302.45 $3.56M - $3.85M
180K $52.1M
IVV
Ishares Core S&P 500 ETF

ETFs
5.22K
+ 17.93%
$570.51 - $610.59 $2.98M - $3.19M
34.4K $20.2M
XLF
Financial Sector Spdr

ETFs
41.6K
+ 12.37%
$44.89 - $51.34 $1.87M - $2.13M
378K $18.3M
XLY
Select Sector Spdr Consumer Di

ETFs
4.04K
+ 4.72%
$194.8 - $239.43 $786K - $966K
89.6K $20.1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
29.2K
+ 202.5%
$96.64 - $101.23 $2.83M - $2.96M
43.7K $4.23M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.38M
+ 210.3%
$22.01 - $66.82 $30.4M - $92.3M
2.04M $46.3M
XLK
Technology Sector Spdr

ETFs
4.94K
+ 3.95%
$220.26 - $241.44 $1.09M - $1.19M
130K $30.2M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
26.3K
+ 17.13%
$77.86 - $79.27 $2.05M - $2.09M
180K $14M
AAPL
Apple Inc.

Technology
1.56K
+ 2.07%
$221.69 - $259.02 $345K - $403K
76.6K $19.2M
NEAR
Blackrock Short Maturity Bond

ETFs
30.5K
+ 28.21%
$50.28 - $51.08 $1.53M - $1.56M
139K $7M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
48.4K
+ 9.95%
$44.87 - $46.86 $2.17M - $2.27M
535K $24M
CGCP
Capital Group Core Plus Income

ETFs
68.7K
+ 21.55%
$22.13 - $23.17 $1.52M - $1.59M
388K $8.6M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
5.09K
+ 325.54%
$201.32 - $217.44 $1.02M - $1.11M
6.65K $1.38M
EWJ
Ishares Msci Japan ETF

ETFs
15.6K
+ 376.72%
$66.18 - $71.84 $1.03M - $1.12M
19.7K $1.32M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
6.45K
+ 2.01%
$66.77 - $71.52 $431K - $461K
327K $22.6M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
19.1K
+ 33.58%
$49.79 - $51.14 $950K - $976K
75.9K $3.81M
MBB
Ishares Tr

ETFs
13.7K
+ 14.65%
$91.26 - $95.82 $1.25M - $1.31M
107K $9.84M
BND
Vanguard Bd Index Fd Inc Total

ETFs
21.3K
+ 10.16%
$71.75 - $75.11 $1.53M - $1.6M
231K $16.6M
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.78K
+ 7.06%
$176.42 - $186.91 $842K - $892K
72.4K $12.9M
JPM
Jpmorgan Chase & CO

Financial Services
1.51K
+ 12.67%
$205.18 - $250.29 $309K - $377K
13.4K $3.21M
SCHX
Schwab Strategic Tr Us Large C

ETFs
587K
+ 202.88%
$22.4 - $68.28 $13.1M - $40.1M
876K $20.3M
AMZN
Amazon Com Inc

Consumer Cyclical
210
+ 1.29%
$180.88 - $232.93 $38K - $48.9K
16.4K $3.61M
VGLT
Vanguard Long Term Treasury Et

ETFs
10K
+ 267.27%
$55.1 - $61.74 $552K - $618K
13.8K $761K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.14K
+ 1.07%
$124.26 - $134.12 $141K - $152K
107K $13.8M
VT
Vanguard Total World Stk Index

ETFs
5.3K
+ 6.67%
$117.09 - $123.07 $620K - $652K
84.7K $9.95M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
23.1K
+ 19.47%
$34.13 - $37.35 $790K - $864K
142K $4.84M
GNMA
Ishares Gnma Bond ETF

ETFs
8.89K
+ 96.27%
$42.8 - $44.74 $381K - $398K
18.1K $778K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
45
+ 0.12%
$198.04 - $221.51 $8.91K - $9.97K
36.4K $7.67M
VB
Vanguard Small Cap ETF

ETFs
255
+ 0.27%
$233.76 - $261.58 $59.6K - $66.7K
93.7K $22.5M
XOM
Exxon Mobil Corp

Energy
3.86K
+ 46.8%
$105.51 - $125.37 $407K - $484K
12.1K $1.3M
SPMD
Spdr Portfolio

ETFs
5.42K
+ 2.7%
$54.13 - $59.56 $293K - $323K
206K $11.3M
IEF
Ishares Barclays

ETFs
3.13K
+ 34.01%
$92.08 - $98.18 $288K - $308K
12.3K $1.14M
VCR
Vanguard Consumer Discretionar

ETFs
46
+ 0.75%
$328.51 - $401.37 $15.1K - $18.5K
6.19K $2.32M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
4.24K
+ 28.45%
$50.73 - $51.08 $215K - $216K
19.1K $973K
SPY
Spdr S&P 500 ETF Trust

ETFs
45
+ 0.3%
$567.81 - $607.81 $25.6K - $27.4K
14.9K $8.71M
CRM
Salesforce, Inc.

Technology
20
+ 0.92%
$270.87 - $367.87 $5.42K - $7.36K
2.18K $730K
IWY
Ishares Tr Russell 200 Growth

ETFs
249
+ 5.09%
$216.72 - $244.71 $54K - $60.9K
5.14K $1.21M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
3.51K
+ 12.33%
$45.38 - $46.88 $159K - $164K
32K $1.46M
IEMG
Ishares Inc

ETFs
1.85K
+ 1.58%
N/A
119K $6.36M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
2.55K
+ 22.94%
$52.1 - $57.26 $133K - $146K
13.6K $711K
USXF
Ishares Esg Advanced Msci Usa

Technology
1.45K
+ 18.7%
$48.45 - $52.57 $70.1K - $76K
9.18K $456K
BA
Boeing CO

Industrials
91
+ 4.22%
$138.14 - $180.72 $12.6K - $16.4K
2.25K $397K
T
At&T Inc.

Communication Services
2.48K
+ 24.11%
$21.22 - $23.88 $52.7K - $59.3K
12.8K $291K
HYD
Vaneck High Yield Muni ETF

ETFs
1.14K
+ 15.87%
$51.09 - $53.06 $58.2K - $60.5K
8.33K $432K
UNH
Unitedhealth Group Inc

Healthcare
168
+ 38.36%
$485.52 - $625.25 $81.6K - $105K
606 $306K
CEG
Constellation Energy Corp

Utilities
595
+ 22.92%
$224.28 - $285.52 $133K - $170K
3.19K $717K
ADI
Analog Devices Inc

Technology
270
+ 23.81%
$206.35 - $236.48 $55.7K - $63.8K
1.4K $298K
TMUS
T Mobile Us, Inc.

Communication Services
1
+ 0.04%
$206.1 - $246.94 $206 - $247
2.45K $541K
Activity Summary
Buys All Purchases 115 New Holdings 12 Increased Positions 103 Sells All Sells 166 Reductions 166 Sold out 0 Options Calls 0 Puts 0
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