Wbh Advisory Inc Incresed Positions in Q1 2025

Wbh Advisory Inc

  • $1.06 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BDX
Becton Dickinson & CO

Healthcare
275
+ 18.0%
$222.79 - $249.08 $61.3K - $68.5K
1.8K $412K
PFE
Pfizer Inc

Healthcare
3.33K
+ 21.35%
$25.01 - $27.13 $83.3K - $90.4K
18.9K $479K
SUI
Sun Communities Inc

Real Estate
10
+ 0.09%
$120.53 - $136.43 $1.21K - $1.36K
11.1K $1.43M
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
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
TSCO
Tractor Supply CO

Consumer Cyclical
36
+ 0.41%
$51.66 - $57.94 $1.86K - $2.09K
8.74K $481K
BMY
Bristol Myers Squibb CO

Healthcare
3
+ 0.07%
$53.9 - $63.11 $162 - $189
4.47K $272K
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
VCR
Vanguard Consumer Discretionar

ETFs
874
+ 14.11%
$318.51 - $391.75 $278K - $342K
7.07K $2.3M
USXF
Ishares Esg Advanced Msci Usa

Technology
72
+ 0.78%
$46.38 - $52.65 $3.34K - $3.79K
9.25K $431K
VBK
Vanguard Small Cap Growth ETF

ETFs
11
+ 0.94%
$247.97 - $296.33 $2.73K - $3.26K
1.18K $297K
QQQ
Invesco Qqq Trust, Series 1

ETFs
916
+ 8.34%
$468.34 - $539.52 $429K - $494K
11.9K $5.58M
PRU
Prudential Financial Inc

Financial Services
14
+ 0.25%
$105.04 - $122.33 $1.47K - $1.71K
5.51K $615K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
54
+ 0.56%
$120.24 - $134.3 $6.49K - $7.25K
9.62K $1.17M
CEG
Constellation Energy Corp

Utilities
35
+ 1.1%
$201.63 - $347.44 $7.06K - $12.2K
3.23K $650K
IWY
Ishares Tr Russell 200 Growth

ETFs
266
+ 5.17%
$210.19 - $243.33 $55.9K - $64.7K
5.41K $1.14M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1
+ 0.02%
$168.84 - $202.89 $169 - $203
5.77K $1.01M
BX
Blackstone Inc.

Financial Services
7
+ 0.2%
$136.53 - $186.74 $956 - $1.31K
3.49K $487K
TSLA
Tesla, Inc.

Consumer Cyclical
67
+ 2.67%
$222.15 - $428.22 $14.9K - $28.7K
2.58K $668K
AMZN
Amazon Com Inc

Consumer Cyclical
214
+ 1.3%
$190.26 - $242.06 $40.7K - $51.8K
16.7K $3.17M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
87.2K
+ 4.28%
$21.23 - $23.75 $1.85M - $2.07M
2.13M $45.8M
SPMD
Spdr Portfolio

ETFs
4.13K
+ 2.01%
$50.21 - $57.73 $208K - $239K
210K $10.8M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
5.19K
+ 1.79%
$40.03 - $46.81 $208K - $243K
295K $12M
SCHG
Schwab Strategic Tr Us Large C

ETFs
14.7K
+ 2.24%
$24.91 - $29.02 $367K - $428K
672K $16.8M
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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