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
ADBE
Adobe Inc.

Technology
180
+ 34.29%
$340.0 - $420.68 $61.2K - $75.7K
705 $272K
VNQ
Vanguard Specialized Funds Van

ETFs
1.18K
+ 4.54%
$79.79 - $91.42 $94K - $108K
27.1K $2.42M
HYD
Vaneck High Yield Muni ETF

ETFs
1.25K
+ 24.43%
$49.08 - $51.35 $61.3K - $64.1K
6.36K $319K
MRVL
Marvell Technology, Inc.

Technology
1
+ 0.03%
$49.38 - $79.97 $49.4 - $80
3.25K $251K
DSI
Ishares Msci Kld 400 Social Et

ETFs
40
+ 1.21%
$91.62 - $116.16 $3.66K - $4.65K
3.36K $390K
VDE
Vanguard Energy ETF

ETFs
1.85K
+ 11.56%
$105.87 - $130.56 $196K - $241K
17.8K $2.13M
MA
Mastercard Inc

Financial Services
4
+ 0.12%
$479.92 - $590.74 $1.92K - $2.36K
3.32K $1.87M
TMUS
T Mobile Us, Inc.

Communication Services
488
+ 19.75%
$220.99 - $268.54 $108K - $131K
2.96K $705K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
670
+ 20.67%
N/A
3.91K $244K
SUB
Ishares Short Term National Mu

ETFs
345
+ 7.24%
$104.77 - $106.34 $36.1K - $36.7K
5.11K $543K
BX
Blackstone Inc.

Financial Services
5
+ 0.14%
$120.07 - $151.11 $600 - $756
3.5K $522K
FAST
Fastenal CO

Industrials
4.09K
+ 100.0%
$40.65 - $83.16 $166K - $340K
8.17K $343K
FIS
Fidelity National Information Services, Inc.

Technology
1
+ 0.03%
$68.14 - $82.13 $68.1 - $82.1
3.64K $296K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
246
+ 2.44%
$85.42 - $94.39 $21K - $23.2K
10.3K $968K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
235
+ 6.14%
$99.1 - $99.49 $23.3K - $23.4K
4.06K $403K
CRM
Salesforce, Inc.

Technology
24
+ 1.1%
$236.26 - $291.15 $5.67K - $6.99K
2.21K $601K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
58
+ 0.85%
$47.29 - $53.34 $2.74K - $3.09K
6.88K $362K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
30
+ 0.35%
$49.18 - $50.17 $1.48K - $1.51K
8.55K $429K
Fidelity Covington Trust
88
+ 0.48%
N/A
18.6K $0
J P Morgan Exchange Traded F
80.6K
+ 816.36%
N/A
90.4K $0
HDV
Ishares Core High Dividend ETF

ETFs
7
+ 0.22%
$108.41 - $120.51 $759 - $844
3.16K $370K
DVY
Ishares Tr

ETFs
9
+ 0.08%
$118.37 - $134.86 $1.07K - $1.21K
11.4K $1.52M
NEE
Nextera Energy Inc

Utilities
6
+ 0.05%
$64.11 - $75.0 $385 - $450
12.1K $842K
TSCO
Tractor Supply CO

Consumer Cyclical
37
+ 0.42%
$47.86 - $55.77 $1.77K - $2.06K
8.78K $463K
UNP
Union Pacific Corp

Industrials
1
+ 0.03%
$208.27 - $238.46 $208 - $238
3.26K $750K
SUI
Sun Communities Inc

Real Estate
36
+ 0.32%
$114.62 - $132.25 $4.13K - $4.76K
11.1K $1.41M
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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