Wbh Advisory Inc Reduced Holdings in Q2 2025

Wbh Advisory Inc

  • $1.16 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MET
Metlife Inc

Financial Services
-1.38K
- 21.75%
$68.42 - $82.49 $94.4K - $114K
4.97K $399K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-2.08K
- 3.82%
$37.08 - $42.26 $77K - $87.8K
52.3K $2.17M
COP
Conocophillips

Energy
-599
- 20.2%
$82.66 - $106.1 $49.5K - $63.6K
2.37K $212K
SBUX
Starbucks Corp

Consumer Cyclical
-366
- 3.67%
$79.69 - $99.41 $29.2K - $36.4K
9.61K $880K
CB
Chubb LTD

Financial Services
-167
- 4.25%
$274.32 - $302.46 $45.8K - $50.5K
3.77K $1.09M
AEP
American Electric Power CO Inc

Utilities
-647
- 15.15%
$98.59 - $109.11 $63.8K - $70.6K
3.62K $376K
NOC
Northrop Grumman Corp

Industrials
-120
- 5.81%
$456.3 - $540.39 $54.8K - $64.8K
1.95K $973K
HSY
Hershey CO

Consumer Defensive
-397
- 13.59%
$151.29 - $173.13 $60.1K - $68.7K
2.53K $419K
AJG
Arthur J. Gallagher & Co.

Financial Services
-2
- 0.06%
$310.86 - $348.77 $622 - $698
3.17K $1.01M
MUB
Ishares National Muni Bond ETF

ETFs
-714
- 15.75%
$102.31 - $105.8 $73K - $75.5K
3.82K $399K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.79K
- 5.5%
$45.12 - $46.23 $80.5K - $82.5K
30.7K $1.42M
MLPA
Global X Mlp ETF

ETFs
-984
- 10.68%
$46.47 - $54.16 $45.7K - $53.3K
8.23K $413K
NXPI
Nxp Semiconductors N.V.

Technology
-587
- 32.08%
$153.5 - $218.72 $90.1K - $128K
1.24K $271K
PSA
Public Storage

Real Estate
-163
- 3.64%
$266.31 - $309.77 $43.4K - $50.5K
4.31K $1.27M
XLU
Utilities Sector Spdr

ETFs
-2.16K
- 5.89%
$73.09 - $82.77 $158K - $179K
34.6K $2.82M
AMGN
Amgen Inc

Healthcare
-52
- 2.92%
$262.28 - $309.85 $13.6K - $16.1K
1.73K $482K
TGT
Target Corp

Consumer Defensive
-415
- 9.5%
$88.76 - $105.77 $36.8K - $43.9K
3.95K $389K
PFE
Pfizer Inc

Healthcare
-1.81K
- 9.55%
$21.59 - $24.84 $39.1K - $44.9K
17.1K $415K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-629
- 19.92%
$94.78 - $95.97 $59.6K - $60.4K
2.53K $242K
TRV
Travelers Companies, Inc.

Financial Services
-300
- 4.04%
$233.83 - $276.34 $70.1K - $82.9K
7.12K $1.9M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-1.82K
- 6.9%
$24.14 - $25.43 $43.9K - $46.3K
24.6K $608K
IVE
Ishares S&P 500 Value ETF

ETFs
-528
- 5.3%
$168.34 - $195.42 $88.9K - $103K
9.43K $1.84M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-320
- 6.08%
$41.37 - $53.28 $13.2K - $17K
4.94K $220K
PLTR
Palantir Technologies Inc.

Technology
-7.08K
- 40.13%
$74.01 - $144.25 $524K - $1.02M
10.6K $1.44M
USXF
Ishares Esg Advanced Msci Usa

Technology
-2.14K
- 23.11%
$41.54 - $53.93 $88.8K - $115K
7.11K $383K
EMN
Eastman Chemical CO

Basic Materials
-21
- 0.6%
$72.7 - $88.29 $1.53K - $1.85K
3.46K $258K
AMP
Ameriprise Financial Inc

Financial Services
-150
- 23.33%
$422.19 - $533.73 $63.3K - $80.1K
493 $263K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-149
- 12.48%
$468.22 - $566.51 $69.8K - $84.4K
1.05K $591K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-606
- 8.98%
$63.54 - $68.5 $38.5K - $41.5K
6.15K $414K
CMCSA
Comcast Corp

Communication Services
-713
- 4.54%
$32.84 - $36.72 $23.4K - $26.2K
15K $535K
DUK
Duke Energy Corp

Utilities
-201
- 4.71%
$112.46 - $124.05 $22.6K - $24.9K
4.06K $479K
MMM
3 M CO

Industrials
-360
- 12.94%
$126.09 - $154.15 $45.4K - $55.5K
2.42K $368K
VTV
Vanguard Value ETF

ETFs
-1.09K
- 2.85%
$153.67 - $176.74 $167K - $192K
37.1K $6.55M
GNMA
Ishares Gnma Bond ETF

ETFs
-909
- 5.25%
$42.91 - $44.21 $39K - $40.2K
16.4K $721K
MAR
Marriott International Inc

Consumer Cyclical
-304
- 22.65%
$211.12 - $274.14 $64.2K - $83.3K
1.04K $283K
CVS
Cvs Health Corp

Healthcare
-581
- 11.02%
$60.04 - $70.18 $34.9K - $40.8K
4.69K $323K
AFL
Aflac Inc

Financial Services
-63
- 1.37%
$99.77 - $112.45 $6.29K - $7.08K
4.54K $478K
APD
Air Products & Chemicals, Inc.

Basic Materials
-25
- 1.33%
$248.61 - $294.96 $6.22K - $7.37K
1.85K $521K
KO
Coca Cola CO

Consumer Defensive
-211
- 1.16%
$68.37 - $73.9 $14.4K - $15.6K
18K $1.27M
HD
Home Depot, Inc.

Consumer Cyclical
-87
- 1.53%
$335.24 - $380.78 $29.2K - $33.1K
5.6K $2.05M
CL
Colgate Palmolive CO

Consumer Defensive
-56
- 0.65%
$87.57 - $96.0 $4.9K - $5.38K
8.53K $774K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.43K
- 8.65%
$51.16 - $62.02 $73.2K - $88.8K
15.1K $937K
PAYX
Paychex Inc

Industrials
-60
- 2.83%
$137.01 - $159.78 $8.22K - $9.59K
2.06K $300K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-810
- 4.04%
$18.94 - $21.67 $15.3K - $17.6K
19.3K $407K
LNT
Alliant Energy Corp

Utilities
-63
- 1.31%
$58.79 - $64.85 $3.7K - $4.09K
4.75K $287K
MO
Altria Group, Inc.

Consumer Defensive
-167
- 2.03%
$55.56 - $60.91 $9.28K - $10.2K
8.06K $472K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-793
- 7.79%
$24.54 - $25.07 $19.5K - $19.9K
9.38K $234K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-551
- 4.99%
$29.82 - $30.19 $16.4K - $16.6K
10.5K $316K
ABT
Abbott Laboratories

Healthcare
-247
- 3.83%
$123.95 - $138.08 $30.6K - $34.1K
6.21K $844K
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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