Wbh Advisory Inc Reduced Holdings in Q3 2024

Wbh Advisory Inc

  • $1.05 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-38.5K
- 75.18%
$96.3 - $106.49 $3.71M - $4.1M
12.7K $1.33M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-8.63K
- 20.72%
$175.0 - $190.72 $1.51M - $1.65M
33K $6.3M
EWJ
Ishares Msci Japan ETF

ETFs
-14.9K
- 78.24%
$63.12 - $72.99 $940K - $1.09M
4.14K $296K
MSFT
Microsoft Corp

Technology
-401
- 1.07%
$395.15 - $467.56 $158K - $187K
37K $15.9M
LLY
Eli Lilly & CO

Healthcare
-574
- 5.87%
$772.14 - $960.02 $443K - $551K
9.21K $8.16M
XAR
Spdr S&P Aerospace & Defense E

ETFs
-5.3K
- 53.17%
$139.03 - $157.34 $737K - $834K
4.67K $734K
GOOGL
Alphabet Inc.

Communication Services
-438
- 1.64%
$148.65 - $191.18 $65.1K - $83.7K
26.2K $4.35M
VGSH
Vanguard

ETFs
-16.2K
- 3.69%
$57.74 - $59.13 $936K - $958K
423K $25M
MUB
Ishares National Muni Bond ETF

ETFs
-4.86K
- 37.82%
$106.13 - $108.7 $516K - $529K
7.99K $868K
AJG
Arthur J. Gallagher & Co.

Financial Services
-1.77K
- 30.79%
$259.22 - $299.75 $459K - $531K
3.98K $1.12M
INTC
Intel Corp

Technology
-6.78K
- 32.63%
$18.9 - $34.87 $128K - $236K
14K $328K
GOOG
Alphabet Inc.

Communication Services
-247
- 1.71%
$149.54 - $192.66 $36.9K - $47.6K
14.2K $2.37M
MRK
Merck & Co., Inc.

Healthcare
-541
- 3.54%
$111.15 - $128.97 $60.1K - $69.8K
14.8K $1.68M
XLP
Consumer Staples Sector Spdr

ETFs
-2.38K
- 4.2%
$76.04 - $76.04 $181K - $181K
54.2K $4.12M
CVX
Chevron Corp

Energy
-562
- 6.06%
$137.88 - $161.97 $77.5K - $91K
8.71K $1.28M
DIS
Walt Disney CO

Communication Services
-996
- 4.52%
$85.6 - $98.61 $85.3K - $98.2K
21K $2.02M
VGT
Vanguard Information Technolog

ETFs
-1.94K
- 1.97%
$514.43 - $606.85 $997K - $1.18M
96.5K $56.6M
PFE
Pfizer Inc

Healthcare
-5.99K
- 25.01%
$27.7 - $31.39 $166K - $188K
18K $519K
AMZN
Amazon Com Inc

Consumer Cyclical
-158
- 0.96%
$161.02 - $200.0 $25.4K - $31.6K
16.2K $3.02M
VDE
Vanguard Energy ETF

ETFs
-303
- 1.79%
$117.44 - $131.06 $35.6K - $39.7K
16.6K $2.03M
BAC
Bank Of America Corp

Financial Services
-2.99K
- 8.44%
$36.65 - $44.13 $110K - $132K
32.5K $1.29M
SCHO
Schwab Short Term Us Treasury

ETFs
-3.54K
- 5.28%
$47.93 - $49.06 $170K - $174K
63.5K $3.11M
VV
Vanguard Large Cap ETF

ETFs
-378
- 19.36%
$236.92 - $263.4 $89.6K - $99.6K
1.57K $414K
VDC
Vanguard Consumer Staples ETF

ETFs
-1.12K
- 9.61%
$201.77 - $221.32 $227K - $249K
10.6K $2.31M
WM
Waste Management Inc

Industrials
-85
- 1.14%
$196.96 - $223.45 $16.7K - $19K
7.38K $1.53M
HON
Honeywell International Inc

Industrials
-46
- 0.65%
$196.73 - $220.21 $9.05K - $10.1K
7.02K $1.45M
SUB
Ishares Short Term National Mu

ETFs
-627
- 10.03%
$104.3 - $106.3 $65.4K - $66.7K
5.62K $597K
IXUS
Ishares Tr

ETFs
-5.64K
- 8.06%
$64.9 - $73.35 $366K - $414K
64.4K $4.68M
FDX
Fedex Corp

Industrials
-82
- 6.87%
$254.64 - $313.52 $20.9K - $25.7K
1.11K $304K
GNMA
Ishares Gnma Bond ETF

ETFs
-1.59K
- 14.66%
$42.68 - $45.25 $67.7K - $71.8K
9.24K $413K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-466
- 5.63%
$98.97 - $99.59 $46.1K - $46.4K
7.82K $778K
PLTR
Palantir Technologies Inc.

Technology
-13K
- 34.98%
$24.09 - $37.95 $314K - $495K
24.2K $901K
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.6K
- 4.36%
$84.77 - $97.13 $136K - $155K
35K $3.35M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-1.09K
- 11.25%
$56.29 - $62.74 $61.5K - $68.5K
8.62K $540K
APH
Amphenol Corp

Technology
-240
- 2.71%
$58.39 - $70.41 $14K - $16.9K
8.62K $561K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-123
- 15.81%
$305.34 - $350.41 $37.6K - $43.1K
655 $226K
SOXX
Ishares Semiconductor ETF

ETFs
-54
- 4.5%
$199.29 - $265.49 $10.8K - $14.3K
1.15K $264K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-2.31K
- 5.59%
$44.83 - $47.42 $103K - $109K
39K $1.84M
CSX
Csx Corp

Industrials
-2.19K
- 5.07%
$32.48 - $35.45 $71.2K - $77.7K
41K $1.42M
XLI
Industrial Sector Spdr

ETFs
-8.97K
- 10.26%
$120.56 - $135.44 $1.08M - $1.22M
78.5K $10.6M
F
Ford Motor CO

Consumer Cyclical
-460
- 3.88%
$9.71 - $14.55 $4.47K - $6.69K
11.4K $120K
MLPA
Global X Mlp ETF

ETFs
-473
- 4.59%
$45.78 - $49.84 $21.7K - $23.6K
9.84K $471K
TROW
Price T Rowe Group Inc

Financial Services
-19
- 0.5%
$101.71 - $120.75 $1.93K - $2.29K
3.8K $414K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-360
- 9.59%
$97.81 - $108.79 $35.2K - $39.2K
3.39K $369K
CVS
Cvs Health Corp

Healthcare
-810
- 9.49%
$55.81 - $63.18 $45.2K - $51.2K
7.73K $485K
VUG
Vanguard Growth ETF

ETFs
-118
- 3.72%
$341.08 - $391.94 $40.2K - $46.2K
3.06K $1.17M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-618
- 5.3%
$29.58 - $30.31 $18.3K - $18.7K
11K $334K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-880
- 8.53%
$22.51 - $23.92 $19.8K - $21K
9.43K $224K
CE
Celanese Corp

Basic Materials
-89
- 2.86%
$119.16 - $147.51 $10.6K - $13.1K
3.03K $411K
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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