Wbh Advisory Inc Reduced Holdings in Q1 2025

Wbh Advisory Inc

  • $1.06 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VGT
Vanguard Information Technolog

ETFs
-1.59K
- 1.67%
$542.38 - $646.34 $863K - $1.03M
93.8K $50.9M
MSFT
Microsoft Corp

Technology
-5.91K
- 9.07%
$375.39 - $447.2 $2.22M - $2.64M
59.3K $22.2M
XLK
Technology Sector Spdr

ETFs
-5.45K
- 4.19%
$206.38 - $242.18 $1.12M - $1.32M
125K $25.7M
XLY
Select Sector Spdr Consumer Di

ETFs
-4.4K
- 4.91%
$192.6 - $233.2 $847K - $1.03M
85.2K $16.8M
AAPL
Apple Inc.

Technology
-1.15K
- 1.5%
$209.68 - $247.1 $241K - $284K
75.4K $16.8M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-10.8K
- 14.95%
$168.16 - $186.21 $1.82M - $2.01M
61.6K $10.5M
VB
Vanguard Small Cap ETF

ETFs
-1.92K
- 2.05%
$217.89 - $252.64 $418K - $485K
91.7K $20.3M
VGSH
Vanguard

ETFs
-37.8K
- 9.52%
$58.07 - $58.69 $2.19M - $2.22M
359K $21.1M
DGRO
Ishares Core Dividend Growth E

ETFs
-28K
- 41.76%
$60.46 - $64.42 $1.69M - $1.8M
39K $2.41M
VTV
Vanguard Value ETF

ETFs
-10.2K
- 21.06%
$167.73 - $179.21 $1.71M - $1.82M
38.1K $6.59M
XLE
Energy Sector Spdr

ETFs
-19.5K
- 21.0%
$85.7 - $93.96 $1.67M - $1.84M
73.5K $6.87M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-5.11K
- 76.92%
$196.12 - $229.48 $1M - $1.17M
1.53K $310K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-2.67K
- 0.3%
$21.75 - $24.28 $58.1K - $64.9K
873K $19.3M
GOOGL
Alphabet Inc.

Communication Services
-750
- 2.89%
$154.33 - $206.19 $116K - $155K
25.2K $3.9M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-562
- 0.52%
$120.29 - $134.6 $67.6K - $75.6K
107K $13M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-9.98K
- 5.77%
$23.16 - $27.04 $231K - $270K
163K $3.82M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-3.48K
- 11.42%
$179.71 - $192.06 $625K - $668K
27K $4.97M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-58
- 0.16%
$192.82 - $222.1 $11.2K - $12.9K
36.4K $7.02M
IYW
Ishares Dj Us Tech ETF

ETFs
-746
- 2.92%
$140.44 - $166.79 $105K - $124K
24.8K $3.48M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.85K
- 5.0%
$102.49 - $119.96 $190K - $222K
35.3K $3.69M
ORCL
Oracle Corp

Technology
-1.71K
- 14.66%
$139.81 - $186.47 $239K - $319K
9.96K $1.39M
VUG
Vanguard Growth ETF

ETFs
-768
- 11.35%
$369.1 - $427.61 $283K - $328K
6K $2.23M
GOOG
Alphabet Inc.

Communication Services
-54
- 0.39%
$156.06 - $207.71 $8.43K - $11.2K
13.9K $2.17M
SPY
Spdr S&P 500 ETF Trust

ETFs
-126
- 0.85%
$551.42 - $612.93 $69.5K - $77.2K
14.7K $8.24M
MRK
Merck & Co., Inc.

Healthcare
-3.25K
- 22.4%
$83.01 - $101.02 $270K - $328K
11.3K $1.01M
NOW
Service Now, Inc.

Technology
-56
- 4.23%
$783.83 - $1170.39 $43.9K - $65.5K
1.27K $1.01M
DIS
Walt Disney CO

Communication Services
-1.18K
- 5.85%
$96.87 - $114.0 $114K - $134K
18.9K $1.87M
AVGO
Broadcom Inc.

Technology
-838
- 23.64%
$167.43 - $244.7 $140K - $205K
2.71K $453K
IVW
Ishares S&P 500 Growth ETF

ETFs
-264
- 0.78%
$92.45 - $106.69 $24.4K - $28.2K
33.8K $3.14M
CMI
Cummins Inc

Industrials
-278
- 4.34%
$312.92 - $386.07 $87K - $107K
6.13K $1.92M
CAT
Caterpillar Inc

Industrials
-390
- 7.19%
$326.75 - $407.63 $127K - $159K
5.03K $1.66M
EWJ
Ishares Msci Japan ETF

ETFs
-4.76K
- 24.1%
$65.24 - $71.7 $310K - $341K
15K $1.03M
NKE
Nike, Inc.

Consumer Cyclical
-798
- 3.99%
$63.29 - $81.72 $50.5K - $65.2K
19.2K $1.22M
MUB
Ishares National Muni Bond ETF

ETFs
-2.53K
- 35.78%
$104.71 - $107.69 $264K - $272K
4.53K $478K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-5.94K
- 15.48%
$44.72 - $46.25 $266K - $275K
32.4K $1.5M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-4.03K
- 5.31%
$49.25 - $50.66 $199K - $204K
71.9K $3.57M
VIS
Vanguard Industrial ETF

ETFs
-575
- 4.42%
$243.63 - $273.99 $140K - $158K
12.4K $3.08M
MRVL
Marvell Technology, Inc.

Technology
-650
- 16.68%
$61.57 - $126.06 $40K - $81.9K
3.25K $199K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-3.77K
- 4.63%
$25.58 - $29.24 $96.5K - $110K
77.7K $2.04M
VOX
Vanguard Communication Service

ETFs
-89
- 0.29%
$147.73 - $169.24 $13.1K - $15.1K
30.9K $4.59M
IGV
Ishares Expanded Tech Software

ETFs
-1.31K
- 14.85%
$88.3 - $107.83 $116K - $141K
7.51K $668K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.37K
- 12.54%
$57.21 - $65.8 $136K - $156K
16.5K $965K
COST
Costco Wholesale Corp

Consumer Defensive
-387
- 7.09%
$890.62 - $1076.86 $345K - $417K
5.07K $4.8M
PAVE
Global X Fds Us Infrastructure

ETFs
-2.85K
- 7.98%
$37.31 - $43.82 $106K - $125K
32.8K $1.24M
AXP
American Express CO

Financial Services
-317
- 8.16%
$255.39 - $325.87 $81K - $103K
3.57K $959K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-4.28K
- 31.38%
$51.39 - $57.43 $220K - $246K
9.36K $518K
HD
Home Depot, Inc.

Consumer Cyclical
-157
- 2.69%
$347.25 - $424.87 $54.5K - $66.7K
5.69K $2.08M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-1.88K
- 32.92%
$99.16 - $99.52 $186K - $187K
3.83K $380K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-150
- 3.84%
$507.05 - $563.67 $76.1K - $84.6K
3.76K $1.93M
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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