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
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
352
+ 4.09%
$62.07 - $66.61 $21.8K - $23.4K
8.97K $574K
EXC
Exelon Corp

Utilities
1.54K
+ 17.87%
$36.22 - $40.97 $55.9K - $63.3K
10.2K $383K
RTX
Raytheon Technologies Corp

Industrials
586
+ 8.61%
$114.45 - $127.21 $67.1K - $74.5K
7.39K $855K
CLX
Clorox CO

Consumer Defensive
174
+ 12.91%
$156.51 - $169.74 $27.2K - $29.5K
1.52K $247K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
1.63K
+ 6.8%
$50.14 - $52.56 $81.9K - $85.8K
25.6K $1.29M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
42
+ 1.29%
$417.69 - $450.94 $17.5K - $18.9K
3.3K $1.41M
COP
Conocophillips

Energy
415
+ 15.06%
$95.12 - $114.72 $39.5K - $47.6K
3.17K $314K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
65
+ 1.08%
$55.73 - $66.16 $3.62K - $4.3K
6.07K $365K
TROW
Price T Rowe Group Inc

Financial Services
5
+ 0.13%
$106.48 - $124.69 $532 - $623
3.81K $430K
GLW
Corning Inc

Technology
4
+ 0.08%
$44.11 - $49.76 $176 - $199
5.21K $247K
TJX
Tjx Companies Inc

Consumer Cyclical
45
+ 2.43%
$112.15 - $127.2 $5.05K - $5.72K
1.9K $229K
VV
Vanguard Large Cap ETF

ETFs
7
+ 0.44%
$260.27 - $280.65 $1.82K - $1.96K
1.58K $426K
ETN
Eaton Corp PLC

Industrials
30
+ 1.9%
$326.96 - $377.52 $9.81K - $11.3K
1.61K $534K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
648
+ 1.78%
$113.92 - $127.38 $73.8K - $82.5K
37.1K $4.28M
WM
Waste Management Inc

Industrials
237
+ 3.21%
$201.79 - $228.46 $47.8K - $54.1K
7.62K $1.54M
FISV
Fiserv Inc

Technology
27
+ 1.08%
N/A
2.52K $315K
VEA
Vanguard Ftse Developed Market

ETFs
3.92K
+ 10.62%
$47.57 - $52.44 $186K - $206K
40.8K $1.95M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.08%
$563.99 - $620.12 $564 - $620
1.19K $680K
HYG
Ishares Tr

ETFs
67
+ 2.64%
$78.09 - $80.04 $5.23K - $5.36K
2.6K $204K
Blackrock ETF Trust Ii
17K
+ 40.82%
N/A
58.5K $0
PM
Philip Morris International Inc.

Consumer Defensive
27
+ 0.63%
$118.38 - $133.06 $3.2K - $3.59K
4.32K $519K
ACN
Accenture PLC

Technology
1
+ 0.07%
$343.9 - $376.86 $344 - $377
1.35K $476K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
371
+ 10.33%
$64.62 - $71.43 $24K - $26.5K
3.96K $256K
FIS
Fidelity National Information Services, Inc.

Technology
38
+ 1.06%
$80.14 - $90.95 $3.05K - $3.46K
3.63K $293K
VIS
Vanguard Industrial ETF

ETFs
244
+ 1.91%
$254.39 - $279.7 $62.1K - $68.2K
13K $3.31M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
54.1K
+ 197.84%
$27.54 - $83.04 $1.49M - $4.5M
81.5K $2.26M
SCHA
Schwab Strategic Tr Us Small C

ETFs
85.7K
+ 98.06%
$25.33 - $51.16 $2.17M - $4.39M
173K $4.48M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
7
+ 0.03%
$21.43 - $22.55 $150 - $158
27.1K $584K
SCHV
Schwab Strategic Tr Us Large C

ETFs
20.8K
+ 197.91%
$25.79 - $80.4 $536K - $1.67M
31.3K $816K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
1
+ 0.02%
$64.85 - $73.04 $64.9 - $73
5.42K $354K
TSCO
Tractor Supply CO

Consumer Cyclical
6.97K
+ 401.44%
$52.59 - $303.74 $366K - $2.12M
8.71K $461K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.75K
+ 0.96%
$44.33 - $49.55 $122K - $136K
290K $13M
NXPI
Nxp Semiconductors N.V.

Technology
20
+ 1.2%
$207.27 - $255.58 $4.15K - $5.11K
1.68K $349K
HD
Home Depot, Inc.

Consumer Cyclical
105
+ 1.83%
$385.02 - $431.37 $40.4K - $45.3K
5.84K $2.27M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.12K
+ 4.57%
$38.37 - $42.82 $81.5K - $90.9K
48.7K $1.87M
YUM
Yum Brands Inc

Consumer Cyclical
109
+ 0.78%
$130.36 - $139.54 $14.2K - $15.2K
14.1K $1.89M
VDC
Vanguard Consumer Staples ETF

ETFs
17
+ 0.16%
$210.96 - $223.62 $3.59K - $3.8K
10.6K $2.24M
CSX
Csx Corp

Industrials
198
+ 0.48%
$31.58 - $36.88 $6.25K - $7.3K
41.2K $1.33M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
102
+ 0.54%
$442.29 - $483.08 $45.1K - $49.3K
19.1K $8.65M
VAW
Vanguard Materials ETF

ETFs
90
+ 2.02%
$186.91 - $215.32 $16.8K - $19.4K
4.55K $855K
CTAS
Cintas Corp

Industrials
8
+ 0.17%
$182.7 - $226.47 $1.46K - $1.81K
4.7K $857K
NEE
Nextera Energy Inc

Utilities
526
+ 4.65%
$69.77 - $85.43 $36.7K - $44.9K
11.8K $848K
SCHO
Schwab Short Term Us Treasury

ETFs
60.5K
+ 95.31%
$24.06 - $48.88 $1.46M - $2.96M
124K $2.98M
LMT
Lockheed Martin Corp

Industrials
17
+ 1.21%
$479.66 - $614.62 $8.15K - $10.4K
1.43K $692K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
35.4K
+ 93.46%
$22.63 - $47.53 $802K - $1.68M
73.3K $1.66M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
87.4K
+ 196.09%
$26.93 - $84.95 $2.35M - $7.42M
132K $3.6M
SCHR
Schwab Intermediate Term Us Tr

ETFs
273
+ 3.22%
$24.19 - $50.58 $6.6K - $13.8K
8.76K $212K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
977
+ 1.34%
$44.04 - $49.49 $43K - $48.4K
73.7K $3.25M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
8.16K
+ 4.46%
$26.63 - $30.23 $217K - $247K
191K $5.09M
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
Track This Portfolio

Track Wbh Advisory Inc Portfolio

Follow Wbh Advisory Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wbh Advisory Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wbh Advisory Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email