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
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-1.03K
- 4.9%
$20.2 - $22.24 $20.9K - $23K
20.1K $431K
MET
Metlife Inc

Financial Services
-24
- 0.38%
$77.7 - $87.0 $1.86K - $2.09K
6.35K $509K
QCOM
Qualcomm Inc

Technology
-56
- 2.61%
$151.94 - $175.86 $8.51K - $9.85K
2.09K $320K
XLB
Select Sector Spdr Fd Material

ETFs
-687
- 2.48%
$83.19 - $90.99 $57.2K - $62.5K
27.1K $2.33M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-617
- 5.77%
$87.68 - $94.52 $54.1K - $58.3K
10.1K $943K
CHD
Church & Dwight CO Inc

Consumer Defensive
-151
- 6.84%
$101.42 - $113.2 $15.3K - $17.1K
2.06K $226K
OEF
Ishares S&P 100 ETF

ETFs
-17
- 2.09%
N/A
796 $211K
HSY
Hershey CO

Consumer Defensive
-49
- 1.65%
$144.74 - $186.36 $7.09K - $9.13K
2.92K $499K
COP
Conocophillips

Energy
-204
- 6.44%
$88.6 - $105.85 $18.1K - $21.6K
2.97K $311K
VIG
Vanguard Dividend Appreciation

ETFs
-6
- 0.07%
N/A
8.78K $1.6M
Fidelity Covington Trust
-3.31K
- 15.2%
N/A
18.5K $0
Linde PLC
-590
- 33.7%
N/A
1.16K $0
Blackrock ETF Trust Ii
-17.2K
- 29.43%
N/A
41.3K $0
Blackrock Inc
-21
- 1.99%
N/A
1.03K $0
J P Morgan Exchange Traded F
-1.2K
- 10.86%
N/A
9.87K $0
EMB
Ishares Tr

ETFs
-19
- 0.84%
$88.64 - $92.03 $1.68K - $1.75K
2.24K $202K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-1
- 0.05%
$110.75 - $119.78 $111 - $120
1.97K $227K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-1.5K
- 2.68%
$39.18 - $43.52 $58.6K - $65.1K
54.4K $2.28M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-29
- 1.08%
$73.78 - $76.59 $2.14K - $2.22K
2.66K $203K
IWD
Ishares Russell 1000 Val ETF

ETFs
-3
- 0.25%
$182.82 - $196.21 $548 - $589
1.18K $221K
CCI
Crown Castle International Corp

Real Estate
-475
- 11.52%
$84.33 - $106.39 $40.1K - $50.5K
3.65K $380K
UNP
Union Pacific Corp

Industrials
-84
- 2.51%
$225.21 - $254.42 $18.9K - $21.4K
3.26K $770K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-1
- -0.0%
$19.7 - $20.61 $19.7 - $20.6
26.3K $530K
LLY
Eli Lilly & CO

Healthcare
-574
- 6.4%
$725.72 - $929.72 $417K - $534K
8.4K $6.94M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-101
- 0.37%
$21.23 - $22.14 $2.14K - $2.24K
27K $595K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-47
- 0.15%
$25.77 - $27.6 $1.21K - $1.3K
31.3K $830K
GLD
Spdr Gold Trust

ETFs
-141
- 11.82%
$243.19 - $288.14 $34.3K - $40.6K
1.05K $303K
MMM
3 M CO

Industrials
-249
- 8.22%
$129.7 - $155.12 $32.3K - $38.6K
2.78K $408K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-139
- 2.32%
$68.32 - $75.06 $9.5K - $10.4K
5.86K $437K
AFL
Aflac Inc

Financial Services
-166
- 3.48%
$100.99 - $111.19 $16.8K - $18.5K
4.6K $511K
MLPA
Global X Mlp ETF

ETFs
-300
- 3.15%
$49.83 - $54.53 $14.9K - $16.4K
9.22K $490K
KMB
Kimberly Clark Corp

Consumer Defensive
-424
- 5.72%
$124.46 - $147.4 $52.8K - $62.5K
6.99K $994K
VFH
Vanguard Financial ETF

ETFs
-1.17K
- 1.0%
$114.07 - $127.34 $134K - $149K
116K $13.9M
XLU
Utilities Sector Spdr

ETFs
-1.21K
- 3.19%
$74.7 - $80.27 $90.3K - $97K
36.7K $2.9M
PAYX
Paychex Inc

Industrials
-1
- 0.05%
$136.06 - $154.52 $136 - $155
2.12K $327K
VDC
Vanguard Consumer Staples ETF

ETFs
-186
- 1.76%
$206.54 - $226.16 $38.4K - $42.1K
10.4K $2.27M
DUK
Duke Energy Corp

Utilities
-207
- 4.63%
$105.87 - $121.97 $21.9K - $25.2K
4.26K $520K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-66
- 0.97%
$56.12 - $68.15 $3.7K - $4.5K
6.75K $458K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-760
- 1.04%
$105.1 - $109.61 $79.9K - $83.3K
72.1K $7.84M
CVS
Cvs Health Corp

Healthcare
-1.49K
- 22.01%
$44.22 - $68.64 $65.8K - $102K
5.27K $357K
PG
Procter & Gamble CO

Consumer Defensive
-282
- 0.74%
$158.56 - $176.26 $44.7K - $49.7K
37.6K $6.41M
GE
General Electric CO

Industrials
-3
- 0.18%
$168.59 - $212.13 $506 - $636
1.71K $342K
MA
Mastercard Inc

Financial Services
-17
- 0.51%
$504.67 - $576.31 $8.58K - $9.8K
3.32K $1.82M
AEP
American Electric Power CO Inc

Utilities
-116
- 2.64%
$90.32 - $109.27 $10.5K - $12.7K
4.27K $466K
CSCO
Cisco Systems, Inc.

Technology
-647
- 1.56%
$58.74 - $64.87 $38K - $42K
40.7K $2.51M
VPU
Vanguard Utilities ETF

ETFs
-196
- 1.37%
$161.24 - $173.33 $31.6K - $34K
14.1K $2.42M
CB
Chubb LTD

Financial Services
-93
- 2.31%
$257.71 - $301.99 $24K - $28.1K
3.93K $1.19M
MKC
Mccormick & CO Inc

Consumer Defensive
-898
- 3.63%
$71.24 - $84.73 $64K - $76.1K
23.9K $1.96M
AMGN
Amgen Inc

Healthcare
-27
- 1.5%
$258.59 - $327.36 $6.98K - $8.84K
1.78K $554K
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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