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
PFM
Invesco Exchange Traded Fd Tr

ETFs
-759
- 6.76%
$41.05 - $48.17 $31.2K - $36.6K
10.5K $503K
XAR
Spdr S&P Aerospace & Defense E

ETFs
-1.55K
- 24.46%
$144.94 - $210.94 $225K - $327K
4.78K $1.01M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-212
- 4.88%
$47.89 - $48.65 $10.2K - $10.3K
4.13K $200K
VBK
Vanguard Small Cap Growth ETF

ETFs
-139
- 11.75%
$219.76 - $276.94 $30.5K - $38.5K
1.04K $289K
VDC
Vanguard Consumer Staples ETF

ETFs
-44
- 0.42%
$204.89 - $224.73 $9.02K - $9.89K
10.3K $2.27M
TFC
Truist Financial Corp

Financial Services
-464
- 7.28%
$34.79 - $42.99 $16.1K - $19.9K
5.91K $254K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-636
- 2.42%
$18.96 - $20.43 $12.1K - $13K
25.7K $524K
HAS
Hasbro, Inc.

Consumer Cyclical
-715
- 18.47%
$50.71 - $73.82 $36.3K - $52.8K
3.16K $232K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-318
- 1.18%
$21.55 - $22.2 $6.85K - $7.06K
26.7K $590K
OEF
Ishares S&P 100 ETF

ETFs
-2
- 0.25%
N/A
794 $211K
VUSB
Vanguard Bd Index Fds
-704
- 5.29%
N/A
12.6K $0
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-118
- 0.27%
$96.84 - $99.46 $11.4K - $11.7K
43.8K $4.34M
AMT
American Tower Corp

Real Estate
-66
- 1.4%
$203.96 - $228.19 $13.5K - $15.1K
4.63K $1.02M
VCR
Vanguard Consumer Discretionar

ETFs
-707
- 10.01%
$290.42 - $364.35 $205K - $258K
6.36K $2.3M
VO
Vanguard Mid Cap ETF

ETFs
-207
- 6.9%
$228.54 - $279.83 $47.3K - $57.9K
2.79K $781K
VAW
Vanguard Materials ETF

ETFs
-99
- 2.23%
$163.82 - $196.64 $16.2K - $19.5K
4.34K $845K
QCOM
Qualcomm Inc

Technology
-30
- 1.44%
$124.66 - $159.48 $3.74K - $4.78K
2.06K $327K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-811
- 2.59%
$23.55 - $27.67 $19.1K - $22.4K
30.5K $842K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-61
- 0.65%
$107.61 - $119.09 $6.56K - $7.26K
9.38K $1.11M
ECL
Ecolab Inc.

Basic Materials
-4
- 0.39%
$225.65 - $270.95 $903 - $1.08K
1.02K $273K
TROW
Price T Rowe Group Inc

Financial Services
-25
- 0.66%
$80.27 - $98.06 $2.01K - $2.45K
3.78K $364K
ADI
Analog Devices Inc

Technology
-149
- 10.62%
$164.6 - $238.02 $24.5K - $35.5K
1.25K $298K
BA
Boeing CO

Industrials
-349
- 15.15%
$136.59 - $217.51 $47.7K - $75.9K
1.96K $409K
WFC
Wells Fargo & Company

Financial Services
-61
- 2.18%
$60.98 - $80.12 $3.72K - $4.89K
2.74K $219K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-8
- 0.15%
$50.39 - $60.05 $403 - $480
5.5K $330K
V
Visa Inc.

Financial Services
-18
- 0.28%
$308.27 - $373.31 $5.55K - $6.72K
6.45K $2.29M
IAU
Ishares Gold Trust

ETFs
-7
- 0.09%
$56.1 - $64.74 $393 - $453
8.06K $502K
ICLN
Ishares

ETFs
-506
- 2.36%
$10.56 - $13.31 $5.34K - $6.73K
20.9K $273K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-144
- 2.5%
$149.76 - $186.42 $21.6K - $26.8K
5.63K $1.05M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-15
- 0.76%
$104.23 - $134.39 $1.56K - $2.02K
1.96K $262K
CSL
Carlisle Companies Inc

Industrials
-1
- 0.09%
$317.1 - $408.5 $317 - $409
1.15K $427K
VPU
Vanguard Utilities ETF

ETFs
-248
- 1.75%
$158.36 - $178.82 $39.3K - $44.3K
13.9K $2.45M
EMR
Emerson Electric CO

Industrials
-625
- 11.72%
$94.15 - $133.33 $58.8K - $83.3K
4.71K $627K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-14
- 0.08%
$29.12 - $35.84 $408 - $502
16.5K $590K
AOR
Ishares Tr Core Growth Allocat

ETFs
-183
- 1.06%
$53.36 - $61.57 $9.76K - $11.3K
17K $1.05M
IBM
International Business Machines Corp

Technology
-372
- 9.95%
$221.03 - $294.78 $82.2K - $110K
3.37K $992K
CMI
Cummins Inc

Industrials
-56
- 0.91%
$267.12 - $336.65 $15K - $18.9K
6.08K $1.99M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-237
- 6.3%
$456.74 - $568.03 $108K - $135K
3.52K $2M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-2.6K
- 3.34%
$22.92 - $28.05 $59.5K - $72.8K
75.1K $2.11M
NSC
Norfolk Southern Corp

Industrials
-38
- 0.88%
$206.34 - $257.46 $7.84K - $9.78K
4.29K $1.1M
MLM
Martin Marietta Materials Inc

Basic Materials
-8
- 0.72%
$452.51 - $568.19 $3.62K - $4.55K
1.11K $608K
DE
Deere & CO

Industrials
-85
- 2.85%
$412.99 - $531.48 $35.1K - $45.2K
2.89K $1.47M
HON
Honeywell International Inc

Industrials
-263
- 3.92%
$182.86 - $232.88 $48.1K - $61.2K
6.44K $1.5M
RTX
Raytheon Technologies Corp

Industrials
-201
- 2.44%
$113.75 - $148.48 $22.9K - $29.8K
8.05K $1.18M
GE
General Electric CO

Industrials
-47
- 2.75%
$166.81 - $257.39 $7.84K - $12.1K
1.66K $428K
AXP
American Express CO

Financial Services
-285
- 7.99%
$231.39 - $318.98 $65.9K - $90.9K
3.28K $1.05M
CSX
Csx Corp

Industrials
-1.18K
- 2.99%
$26.69 - $32.91 $31.5K - $38.8K
38.3K $1.25M
CSCO
Cisco Systems, Inc.

Technology
-3.06K
- 7.52%
$53.19 - $69.38 $163K - $213K
37.7K $2.61M
CEG
Constellation Energy Corp

Utilities
-854
- 26.47%
$170.96 - $322.76 $146K - $276K
2.37K $765K
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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