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
TJX
Tjx Companies Inc

Consumer Cyclical
-172
- 8.49%
$107.93 - $120.23 $18.6K - $20.7K
1.85K $217K
CHD
Church & Dwight CO Inc

Consumer Defensive
-75
- 3.29%
$98.01 - $106.59 $7.35K - $7.99K
2.21K $231K
CL
Colgate Palmolive CO

Consumer Defensive
-697
- 6.9%
$95.54 - $108.77 $66.6K - $75.8K
9.4K $976K
KMB
Kimberly Clark Corp

Consumer Defensive
-249
- 3.17%
$135.05 - $148.35 $33.6K - $36.9K
7.59K $1.08M
HYG
Ishares Tr

ETFs
-126
- 4.73%
$76.72 - $80.36 $9.67K - $10.1K
2.54K $203K
OEF
Ishares S&P 100 ETF

ETFs
-10
- 1.2%
$266.03 - $266.03 $2.66K - $2.66K
823 $218K
BMY
Bristol Myers Squibb CO

Healthcare
-1.2K
- 20.6%
$39.66 - $51.75 $47.6K - $62.1K
4.62K $239K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-70
- 4.29%
$175.46 - $203.3 $12.3K - $14.2K
1.56K $316K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-322
- 3.83%
$27.8 - $29.26 $8.95K - $9.42K
8.09K $234K
Blackrock ETF Trust Ii
-36.6K
- 46.81%
N/A
41.5K $0
VUSB
Vanguard Bd Index Fds
-4.77K
- 24.0%
N/A
15.1K $0
CLX
Clorox CO

Consumer Defensive
-255
- 15.91%
$131.73 - $166.97 $33.6K - $42.6K
1.35K $219K
CRM
Salesforce, Inc.

Technology
-123
- 5.38%
$238.42 - $276.53 $29.3K - $34K
2.16K $592K
MO
Altria Group, Inc.

Consumer Defensive
-786
- 9.43%
$45.95 - $54.71 $36.1K - $43K
7.55K $385K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-590
- 9.27%
$39.95 - $45.86 $23.6K - $27.1K
5.77K $263K
MRVL
Marvell Technology, Inc.

Technology
-14
- 0.36%
$56.15 - $76.24 $786 - $1.07K
3.9K $281K
COST
Costco Wholesale Corp

Consumer Defensive
-226
- 3.96%
$801.83 - $917.05 $181K - $207K
5.48K $4.85M
GD
General Dynamics Corp

Industrials
-1
- 0.12%
$279.51 - $308.09 $280 - $308
828 $250K
IYW
Ishares Dj Us Tech ETF

ETFs
-127
- 0.49%
$133.16 - $158.73 $16.9K - $20.2K
26K $3.94M
IEF
Ishares Barclays

ETFs
-318
- 3.34%
$92.67 - $99.14 $29.5K - $31.5K
9.21K $903K
EMB
Ishares Tr

ETFs
-1
- 0.04%
$87.75 - $93.74 $87.8 - $93.7
2.37K $221K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-400
- 1.39%
$45.6 - $46.83 $18.2K - $18.7K
28.5K $1.33M
TGT
Target Corp

Consumer Defensive
-161
- 3.23%
$133.47 - $159.25 $21.5K - $25.6K
4.82K $750K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-674
- 4.43%
$101.72 - $112.94 $68.6K - $76.1K
14.5K $1.64M
IP
International Paper CO

Consumer Cyclical
-325
- 6.08%
$42.55 - $49.98 $13.8K - $16.2K
5.02K $245K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-2.7K
- 10.97%
$19.78 - $23.53 $53.4K - $63.5K
21.9K $507K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-444
- 2.98%
$96.25 - $101.98 $42.7K - $45.3K
14.4K $1.46M
ABT
Abbott Laboratories

Healthcare
-770
- 7.42%
$100.07 - $118.13 $77.1K - $91K
9.61K $1.1M
TSLA
Tesla, Inc.

Consumer Cyclical
-731
- 22.38%
$191.76 - $263.26 $140K - $192K
2.54K $663K
IWD
Ishares Russell 1000 Val ETF

ETFs
-2
- 0.17%
$173.36 - $189.8 $347 - $380
1.18K $223K
PRU
Prudential Financial Inc

Financial Services
-29
- 0.52%
$105.53 - $127.32 $3.06K - $3.69K
5.59K $676K
PAYX
Paychex Inc

Industrials
-126
- 5.6%
$116.17 - $135.19 $14.6K - $17K
2.12K $285K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
-84
- 1.23%
$46.96 - $52.8 $3.94K - $4.44K
6.77K $353K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-1
- 0.03%
$77.24 - $83.67 $77.2 - $83.7
3.72K $311K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-49
- 0.9%
$67.43 - $74.23 $3.3K - $3.64K
5.42K $394K
GIS
General Mills Inc

Consumer Defensive
-168
- 5.08%
$62.5 - $75.15 $10.5K - $12.6K
3.14K $231K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-157
- 2.9%
$57.69 - $64.56 $9.06K - $10.1K
5.27K $336K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-522
- 6.9%
$64.35 - $75.71 $33.6K - $39.5K
7.05K $519K
A
Agilent Technologies, Inc.

Healthcare
-30
- 1.92%
$125.42 - $148.48 $3.76K - $4.45K
1.53K $227K
TFC
Truist Financial Corp

Financial Services
-63
- 0.88%
$38.22 - $44.94 $2.41K - $2.83K
7.12K $304K
TMUS
T Mobile Us, Inc.

Communication Services
-273
- 10.01%
$175.14 - $206.36 $47.8K - $56.3K
2.45K $506K
MTB
M&T Bank Corp

Financial Services
-82
- 5.41%
$146.49 - $179.85 $12K - $14.7K
1.43K $255K
IWX
Ishares Tr Russell 200 Value E

ETFs
-37
- 0.8%
$74.49 - $81.27 $2.76K - $3.01K
4.57K $371K
CMCSA
Comcast Corp

Communication Services
-256
- 1.56%
$37.33 - $41.78 $9.56K - $10.7K
16.2K $674K
V
Visa Inc.

Financial Services
-202
- 2.88%
$253.74 - $291.56 $51.3K - $58.9K
6.82K $1.88M
FAST
Fastenal CO

Industrials
-60
- 1.44%
$62.09 - $71.83 $3.73K - $4.31K
4.12K $294K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-342
- 1.27%
$19.88 - $21.63 $6.8K - $7.4K
26.5K $570K
JNJ
Johnson & Johnson

Healthcare
-2.56K
- 9.04%
$145.48 - $167.38 $372K - $428K
25.7K $4.17M
PM
Philip Morris International Inc.

Consumer Defensive
-469
- 9.85%
$101.25 - $127.45 $47.5K - $59.8K
4.29K $520K
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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