Wbh Advisory Inc Incresed Positions in Q3 2024

Wbh Advisory Inc

  • $1.05 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
5.87K
+ 3.65%
$255.18 - $283.2 $1.5M - $1.66M
167K $47.3M
XLF
Financial Sector Spdr

ETFs
66.3K
+ 24.56%
$40.84 - $45.74 $2.71M - $3.03M
336K $15.2M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
19.1K
+ 3.0%
$59.93 - $66.52 $1.15M - $1.27M
657K $43.7M
MBB
Ishares Tr

ETFs
29.4K
+ 45.73%
$90.85 - $96.66 $2.67M - $2.84M
93.6K $8.97M
DGRO
Ishares Core Dividend Growth E

ETFs
43.8K
+ 111.92%
$57.47 - $62.76 $2.52M - $2.75M
83K $5.2M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
43.1K
+ 9.72%
$44.65 - $47.21 $1.93M - $2.04M
487K $22.8M
CGCP
Capital Group Core Plus Income

ETFs
98.2K
+ 44.5%
$22.12 - $23.31 $2.17M - $2.29M
319K $7.37M
VGIT
Vanguard Intermediate Term Tre

ETFs
32.3K
+ 14.54%
$57.8 - $60.8 $1.87M - $1.96M
255K $15.4M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
35.1K
+ 198.71%
$55.51 - $61.51 $1.95M - $2.16M
52.8K $3.21M
AAPL
Apple Inc.

Technology
1.34K
+ 1.82%
$207.23 - $234.82 $278K - $315K
75K $17.5M
IVV
Ishares Core S&P 500 ETF

ETFs
1.54K
+ 5.57%
$520.18 - $576.82 $800K - $887K
29.1K $16.8M
XLY
Select Sector Spdr Consumer Di

ETFs
58
+ 0.07%
$170.05 - $200.86 $9.86K - $11.6K
85.5K $17.1M
BND
Vanguard Bd Index Fd Inc Total

ETFs
12.4K
+ 6.3%
$71.45 - $75.64 $887K - $939K
210K $15.7M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
9.67K
+ 2.92%
$36.98 - $41.55 $358K - $402K
341K $14M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.4K
+ 0.49%
$61.11 - $67.85 $85.6K - $95.1K
289K $19.6M
SPMD
Spdr Portfolio

ETFs
8.34K
+ 4.34%
$50.29 - $54.92 $419K - $458K
201K $11M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
145
+ 0.77%
$405.19 - $478.57 $58.8K - $69.4K
19K $8.74M
XLV
Select Sector Spdr Fund Health

ETFs
1.87K
+ 2.22%
$143.3 - $157.24 $268K - $294K
86K $13.2M
LQD
Ishares Iboxx $ Investment Gra

ETFs
4.98K
+ 7.28%
$106.11 - $113.72 $529K - $567K
73.5K $8.3M
VEU
Vanguard Ftse All World Ex Us

ETFs
7.52K
+ 7.7%
$56.47 - $63.69 $425K - $479K
105K $6.63M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6.65K
+ 4.52%
$76.94 - $79.54 $511K - $529K
154K $12.2M
NEAR
Blackrock Short Maturity Bond

ETFs
10.5K
+ 10.78%
$50.09 - $51.31 $527K - $540K
108K $5.54M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
3.81K
+ 2.13%
$25.45 - $29.53 $96.9K - $112K
183K $5.34M
QQQ
Invesco Qqq Trust, Series 1

ETFs
945
+ 9.27%
$434.77 - $502.96 $411K - $475K
11.1K $5.44M
SPY
Spdr S&P 500 ETF Trust

ETFs
186
+ 1.27%
$517.38 - $573.86 $96.2K - $107K
14.8K $8.5M
XLU
Utilities Sector Spdr

ETFs
546
+ 1.45%
$67.67 - $80.78 $36.9K - $44.1K
38.2K $3.09M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.06K
+ 47.94%
$386.81 - $423.12 $409K - $447K
3.26K $1.38M
VIS
Vanguard Industrial ETF

ETFs
691
+ 5.73%
$232.12 - $260.07 $160K - $180K
12.8K $3.32M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.28K
+ 5.39%
$77.02 - $85.06 $176K - $194K
44.6K $3.77M
SCHQ
Schwab Strategic Tr Long Term

ETFs
9.23K
+ 15.87%
$32.17 - $35.98 $297K - $332K
67.4K $2.36M
HD
Home Depot, Inc.

Consumer Cyclical
266
+ 4.86%
$333.64 - $405.2 $88.7K - $108K
5.74K $2.33M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
358
+ 0.99%
$105.53 - $118.34 $37.8K - $42.4K
36.5K $4.26M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.28K
+ 3.24%
$41.9 - $48.26 $95.5K - $110K
72.7K $3.48M
VEA
Vanguard Ftse Developed Market

ETFs
5.27K
+ 16.65%
$47.6 - $53.31 $251K - $281K
36.9K $1.95M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
3.13K
+ 49.9%
$100.75 - $111.62 $316K - $350K
9.41K $1.03M
VCR
Vanguard Consumer Discretionar

ETFs
630
+ 11.42%
$291.88 - $341.94 $184K - $215K
6.15K $2.09M
PG
Procter & Gamble CO

Consumer Defensive
247
+ 0.64%
$160.76 - $177.82 $39.7K - $43.9K
39.1K $6.76M
XLRE
Select Sector Spdr Tr Real Est

ETFs
13
+ 0.02%
$38.04 - $45.36 $495 - $590
57.2K $2.55M
NKE
Nike, Inc.

Consumer Cyclical
1.21K
+ 6.38%
$71.09 - $89.44 $86.3K - $109K
20.2K $1.79M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.41K
+ 1.2%
$33.74 - $37.96 $47.7K - $53.7K
119K $4.46M
CB
Chubb LTD

Financial Services
624
+ 17.74%
$252.51 - $292.2 $158K - $182K
4.14K $1.19M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
348
+ 41.18%
$523.84 - $572.02 $182K - $199K
1.19K $679K
XLK
Technology Sector Spdr

ETFs
1.26K
+ 1.02%
$197.34 - $237.68 $249K - $300K
125K $28.2M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
429
+ 1.19%
$178.94 - $207.0 $76.8K - $88.8K
36.4K $7.31M
DVY
Ishares Tr

ETFs
388
+ 3.4%
$119.99 - $135.74 $46.6K - $52.7K
11.8K $1.59M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
824
+ 3.1%
$75.47 - $83.18 $62.2K - $68.5K
27.4K $2.27M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
671
+ 1.46%
$36.02 - $41.68 $24.2K - $28K
46.5K $1.92M
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
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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