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
HYD
Vaneck High Yield Muni ETF

ETFs
-3.22K
- 38.64%
$50.79 - $52.53 $163K - $169K
5.11K $261K
CSX
Csx Corp

Industrials
-1.8K
- 4.36%
$29.11 - $33.67 $52.3K - $60.5K
39.4K $1.16M
HON
Honeywell International Inc

Industrials
-250
- 3.6%
$202.75 - $226.52 $50.7K - $56.6K
6.7K $1.42M
CRM
Salesforce, Inc.

Technology
-2
- 0.09%
$268.36 - $359.95 $537 - $720
2.18K $585K
TGT
Target Corp

Consumer Defensive
-11
- 0.25%
$103.65 - $142.5 $1.14K - $1.57K
4.37K $455K
IEF
Ishares Barclays

ETFs
-1.72K
- 13.93%
$91.17 - $95.39 $157K - $164K
10.6K $1.01M
PEP
Pepsico Inc

Consumer Defensive
-396
- 1.55%
$142.64 - $156.42 $56.5K - $61.9K
25.1K $3.77M
APH
Amphenol Corp

Technology
-1.2K
- 13.93%
$61.62 - $78.55 $74K - $94.3K
7.42K $486K
IVE
Ishares S&P 500 Value ETF

ETFs
-539
- 5.14%
$185.78 - $198.58 $100K - $107K
9.96K $1.9M
XOM
Exxon Mobil Corp

Energy
-2.03K
- 16.76%
$105.44 - $118.93 $214K - $241K
10.1K $1.2M
LOW
Lowes Companies Inc

Consumer Cyclical
-25
- 0.38%
$222.66 - $268.42 $5.57K - $6.71K
6.5K $1.52M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-340
- 2.92%
$96.88 - $111.25 $32.9K - $37.8K
11.3K $1.13M
EMR
Emerson Electric CO

Industrials
-120
- 2.2%
$108.64 - $131.17 $13K - $15.7K
5.33K $584K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-142
- 1.0%
$108.02 - $120.45 $15.3K - $17.1K
14.1K $1.55M
TROW
Price T Rowe Group Inc

Financial Services
-5
- 0.13%
$91.57 - $116.93 $458 - $585
3.8K $349K
LMT
Lockheed Martin Corp

Industrials
-51
- 3.58%
$423.19 - $506.29 $21.6K - $25.8K
1.38K $614K
META
Meta Platforms, Inc.

Communication Services
-45
- 1.27%
$576.36 - $736.67 $25.9K - $33.2K
3.5K $2.02M
PH
Parker Hannifin Corp

Industrials
-43
- 2.67%
$591.65 - $707.05 $25.4K - $30.4K
1.57K $951K
DHR
Danaher Corp

Healthcare
-2
- 0.08%
$201.62 - $250.59 $403 - $501
2.61K $534K
ADP
Automatic Data Processing Inc

Industrials
-344
- 10.5%
$286.85 - $318.64 $98.7K - $110K
2.93K $895K
VNQ
Vanguard Specialized Funds Van

ETFs
-1.14K
- 4.21%
$85.55 - $94.34 $97.4K - $107K
25.9K $2.35M
XLP
Consumer Staples Sector Spdr

ETFs
-739
- 1.42%
N/A
51.1K $3.89M
INTU
Intuit Inc

Technology
-51
- 3.03%
$555.63 - $630.23 $28.3K - $32.1K
1.63K $1M
ACN
Accenture PLC

Technology
-2
- 0.15%
$300.91 - $398.25 $602 - $797
1.35K $421K
PPG
Ppg Industries Inc

Basic Materials
-300
- 13.64%
$107.44 - $124.29 $32.2K - $37.3K
1.9K $207K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-604
- 16.06%
$94.87 - $96.11 $57.3K - $58.1K
3.16K $303K
SBUX
Starbucks Corp

Consumer Cyclical
-1.3K
- 11.56%
$91.75 - $115.81 $120K - $151K
9.97K $978K
IEMG
Ishares Inc

ETFs
-924
- 0.78%
N/A
118K $6.31M
MLM
Martin Marietta Materials Inc

Basic Materials
-1
- 0.09%
$460.39 - $552.64 $460 - $553
1.12K $534K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-184
- 2.05%
$59.79 - $67.15 $11K - $12.4K
8.78K $532K
ISRG
Intuitive Surgical Inc

Healthcare
-1
- 0.07%
$476.63 - $610.45 $477 - $610
1.5K $742K
SUB
Ishares Short Term National Mu

ETFs
-349
- 6.83%
$105.3 - $106.24 $36.7K - $37.1K
4.76K $503K
VO
Vanguard Mid Cap ETF

ETFs
-65
- 2.12%
$251.87 - $277.95 $16.4K - $18.1K
3K $775K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-927
- 3.39%
$25.12 - $26.05 $23.3K - $24.1K
26.4K $665K
BSX
Boston Scientific Corp

Healthcare
-651
- 22.64%
$89.38 - $106.18 $58.2K - $69.1K
2.23K $224K
AMAT
Applied Materials Inc

Technology
-2
- 0.11%
$145.06 - $195.51 $290 - $391
1.78K $258K
INTC
Intel Corp

Technology
-2.6K
- 22.54%
$19.1 - $27.39 $49.7K - $71.3K
8.95K $203K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.75K
- 1.6%
$76.94 - $78.28 $135K - $137K
108K $8.44M
PKW
Invesco Exchange Traded Fd Tr

ETFs
-146
- 4.38%
$109.15 - $120.99 $15.9K - $17.7K
3.19K $359K
PFM
Invesco Exchange Traded Fd Tr

ETFs
-453
- 3.88%
$44.92 - $48.18 $20.3K - $21.8K
11.2K $513K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-257
- 4.46%
$55.41 - $60.74 $14.2K - $15.6K
5.5K $310K
GNMA
Ishares Gnma Bond ETF

ETFs
-813
- 4.48%
$42.17 - $44.04 $34.3K - $35.8K
17.3K $760K
VAW
Vanguard Materials ETF

ETFs
-112
- 2.46%
$185.71 - $202.46 $20.8K - $22.7K
4.44K $838K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-479
- 8.84%
$65.44 - $70.64 $31.3K - $33.8K
4.94K $337K
ADI
Analog Devices Inc

Technology
-1
- 0.07%
$201.56 - $243.82 $202 - $244
1.4K $282K
ABT
Abbott Laboratories

Healthcare
-1.26K
- 16.31%
$111.1 - $140.22 $140K - $176K
6.45K $856K
NSC
Norfolk Southern Corp

Industrials
-107
- 2.41%
$227.69 - $259.76 $24.4K - $27.8K
4.33K $1.03M
TFC
Truist Financial Corp

Financial Services
-21
- 0.33%
$39.48 - $48.15 $829 - $1.01K
6.37K $262K
CMCSA
Comcast Corp

Communication Services
-64
- 0.41%
$33.19 - $38.23 $2.12K - $2.45K
15.7K $579K
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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