Wbh Advisory Inc Reduced Holdings in Q4 2024

Wbh Advisory Inc

  • $1.07 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-589
- 7.28%
$27.8 - $29.05 $16.4K - $17.1K
7.5K $209K
PRU
Prudential Financial Inc

Financial Services
-97
- 1.74%
$114.59 - $129.52 $11.1K - $12.6K
5.49K $651K
APD
Air Products & Chemicals, Inc.

Basic Materials
-33
- 1.73%
$285.5 - $335.62 $9.42K - $11.1K
1.87K $543K
MET
Metlife Inc

Financial Services
-234
- 3.54%
$78.15 - $88.25 $18.3K - $20.7K
6.37K $521K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-37
- 0.54%
$48.17 - $53.38 $1.78K - $1.98K
6.8K $331K
ITW
Illinois Tool Works Inc

Industrials
-32
- 2.09%
$253.56 - $278.5 $8.11K - $8.91K
1.5K $380K
EMB
Ishares Tr

ETFs
-111
- 4.69%
$88.94 - $93.46 $9.87K - $10.4K
2.26K $201K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-290
- 1.51%
$61.68 - $67.87 $17.9K - $19.7K
18.9K $1.18M
SOXX
Ishares Semiconductor ETF

ETFs
-2
- 0.17%
$211.27 - $239.8 $423 - $480
1.14K $246K
VIG
Vanguard Dividend Appreciation

ETFs
-97
- 1.09%
N/A
8.79K $1.6M
LNT
Alliant Energy Corp

Utilities
-123
- 2.49%
$56.24 - $63.63 $6.92K - $7.83K
4.81K $284K
IAU
Ishares Gold Trust

ETFs
-103
- 0.26%
$48.37 - $52.65 $4.98K - $5.42K
39.4K $1.95M
IWX
Ishares Tr Russell 200 Value E

ETFs
-19
- 0.42%
$78.25 - $85.17 $1.49K - $1.62K
4.55K $359K
F
Ford Motor CO

Consumer Cyclical
-215
- 1.88%
$9.69 - $11.4 $2.08K - $2.45K
11.2K $110K
ADP
Automatic Data Processing Inc

Industrials
-220
- 6.29%
$280.08 - $307.97 $61.6K - $67.8K
3.28K $958K
FDX
Fedex Corp

Industrials
-57
- 5.13%
$260.5 - $305.15 $14.8K - $17.4K
1.06K $296K
PKW
Invesco Exchange Traded Fd Tr

ETFs
-75
- 2.2%
$114.02 - $125.22 $8.55K - $9.39K
3.34K $383K
VO
Vanguard Mid Cap ETF

ETFs
-24
- 0.78%
$261.5 - $284.63 $6.28K - $6.83K
3.06K $809K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-329
- 2.26%
$111.85 - $120.71 $36.8K - $39.7K
14.2K $1.64M
INTU
Intuit Inc

Technology
-26
- 1.52%
$602.01 - $706.25 $15.7K - $18.4K
1.68K $1.06M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-98
- 1.67%
$55.86 - $60.21 $5.47K - $5.9K
5.76K $329K
OEF
Ishares S&P 100 ETF

ETFs
-10
- 1.22%
N/A
813 $216K
FAST
Fastenal CO

Industrials
-36
- 0.87%
$69.99 - $84.35 $2.52K - $3.04K
4.09K $293K
MLPA
Global X Mlp ETF

ETFs
-319
- 3.24%
$47.44 - $52.61 $15.1K - $16.8K
9.52K $470K
Fidelity Covington Trust
-21K
- 49.04%
N/A
21.8K $0
VUSB
Vanguard Bd Index Fds
-2.85K
- 18.83%
N/A
12.3K $0
MO
Altria Group, Inc.

Consumer Defensive
-44
- 0.58%
$49.06 - $57.74 $2.16K - $2.54K
7.51K $392K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-2
- 0.31%
$340.59 - $380.5 $681 - $761
653 $239K
BMY
Bristol Myers Squibb CO

Healthcare
-154
- 3.33%
$51.92 - $59.94 $8K - $9.23K
4.47K $252K
MTB
M&T Bank Corp

Financial Services
-6
- 0.42%
$172.48 - $221.95 $1.03K - $1.33K
1.43K $268K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-63
- 1.18%
$43.37 - $51.46 $2.73K - $3.24K
5.26K $253K
DE
Deere & CO

Industrials
-8
- 0.26%
$389.45 - $466.0 $3.12K - $3.73K
3.08K $1.3M
IP
International Paper CO

Consumer Cyclical
-138
- 2.75%
$46.64 - $59.57 $6.44K - $8.22K
4.89K $262K
XAR
Spdr S&P Aerospace & Defense E

ETFs
-125
- 2.68%
$153.8 - $176.52 $19.2K - $22.1K
4.54K $753K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-33
- 0.34%
$124.61 - $133.96 $4.11K - $4.42K
9.56K $1.23M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-6
- 0.63%
$370.24 - $418.94 $2.22K - $2.51K
950 $381K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-25
- 0.64%
$521.84 - $558.82 $13K - $14K
3.91K $2.11M
AMP
Ameriprise Financial Inc

Financial Services
-9
- 1.38%
$473.15 - $574.01 $4.26K - $5.17K
643 $342K
CMI
Cummins Inc

Industrials
-378
- 5.57%
$324.93 - $383.42 $123K - $145K
6.41K $2.23M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-9
- 0.16%
$178.39 - $215.0 $1.61K - $1.94K
5.77K $1.11M
NVDA
Nvidia Corp

Technology
-582
- 5.97%
$117.0 - $148.88 $68.1K - $86.6K
9.17K $1.23M
MA
Mastercard Inc

Financial Services
-125
- 3.61%
$491.3 - $536.15 $61.4K - $67K
3.34K $1.76M
META
Meta Platforms, Inc.

Communication Services
-2
- 0.06%
$554.08 - $632.68 $1.11K - $1.27K
3.55K $2.09M
EMR
Emerson Electric CO

Industrials
-154
- 2.75%
$108.13 - $134.33 $16.7K - $20.7K
5.45K $675K
AXP
American Express CO

Financial Services
-109
- 2.73%
$267.35 - $305.57 $29.1K - $33.3K
3.88K $1.15M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1K
- 2.85%
$94.43 - $105.47 $94.4K - $105K
34K $3.46M
VOX
Vanguard Communication Service

ETFs
-1.3K
- 4.02%
$144.31 - $163.57 $187K - $212K
31K $4.81M
HON
Honeywell International Inc

Industrials
-69
- 0.98%
$202.84 - $236.0 $14K - $16.3K
6.95K $1.57M
BAC
Bank Of America Corp

Financial Services
-112
- 0.34%
$39.22 - $47.77 $4.39K - $5.35K
32.4K $1.42M
Activity Summary
Buys All Purchases 115 New Holdings 12 Increased Positions 103 Sells All Sells 166 Reductions 166 Sold out 0 Options Calls 0 Puts 0
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