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
NKE
Nike, Inc.

Consumer Cyclical
-417
- 2.17%
$53.27 - $72.04 $22.2K - $30K
18.8K $1.33M
PM
Philip Morris International Inc.

Consumer Defensive
-44
- 0.8%
$149.23 - $184.95 $6.57K - $8.14K
5.47K $995K
PH
Parker Hannifin Corp

Industrials
-26
- 1.66%
$517.23 - $700.54 $13.4K - $18.2K
1.54K $1.07M
TSLA
Tesla, Inc.

Consumer Cyclical
-59
- 2.29%
$221.86 - $362.89 $13.1K - $21.4K
2.52K $800K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-207
- 1.47%
$97.68 - $121.38 $20.2K - $25.1K
13.8K $1.68M
RING
Ishares Inc Msci Global Gold M

ETFs
-1.35K
- 3.8%
$34.72 - $45.62 $46.9K - $61.7K
34.2K $1.5M
TT
Trane Technologies PLC

Industrials
-101
- 5.71%
$315.21 - $437.41 $31.8K - $44.2K
1.67K $729K
BAC
Bank Of America Corp

Financial Services
-1.17K
- 3.42%
$34.39 - $47.46 $40.3K - $55.7K
33.1K $1.57M
PAVE
Global X Fds Us Infrastructure

ETFs
-812
- 2.47%
$33.78 - $43.68 $27.4K - $35.5K
32K $1.4M
COST
Costco Wholesale Corp

Consumer Defensive
-65
- 1.28%
$908.13 - $1056.85 $59K - $68.7K
5.01K $4.95M
AVGO
Broadcom Inc.

Technology
-352
- 13.0%
$146.29 - $275.65 $51.5K - $97K
2.36K $649K
JPM
Jpmorgan Chase & CO

Financial Services
-1.44K
- 10.24%
$210.28 - $289.91 $302K - $416K
12.6K $3.65M
WMT
Walmart Inc.

Consumer Defensive
-220
- 0.9%
$81.79 - $99.98 $18K - $22K
24.4K $2.38M
CAT
Caterpillar Inc

Industrials
-50
- 0.99%
$273.94 - $388.21 $13.7K - $19.4K
4.98K $1.93M
VIS
Vanguard Industrial ETF

ETFs
-383
- 3.08%
$220.04 - $280.07 $84.3K - $107K
12K $3.37M
DIS
Walt Disney CO

Communication Services
-1.33K
- 7.04%
$81.72 - $124.01 $109K - $165K
17.6K $2.18M
GOOGL
Alphabet Inc.

Communication Services
-1.18K
- 4.67%
$144.7 - $178.6 $170K - $210K
24K $4.24M
MELI
Mercadolibre Inc

Consumer Cyclical
-2
- 0.37%
$1794.73 - $2613.63 $3.59K - $5.23K
539 $1.41M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-56.4K
- 7.95%
$17.76 - $22.1 $1M - $1.25M
653K $14.4M
NVDA
Nvidia Corp

Technology
-3
- 0.03%
$94.31 - $157.99 $283 - $474
9.17K $1.45M
AMZN
Amazon Com Inc

Consumer Cyclical
-120
- 0.72%
$167.32 - $223.3 $20.1K - $26.8K
16.5K $3.63M
META
Meta Platforms, Inc.

Communication Services
-143
- 4.08%
$484.66 - $738.09 $69.3K - $106K
3.36K $2.48M
IVW
Ishares S&P 500 Growth ETF

ETFs
-804
- 2.38%
$82.96 - $110.1 $66.7K - $88.5K
33K $3.63M
SPMD
Spdr Portfolio

ETFs
-2.46K
- 1.17%
$44.89 - $54.38 $110K - $134K
208K $11.3M
VOX
Vanguard Communication Service

ETFs
-405
- 1.31%
$133.12 - $171.03 $53.9K - $69.3K
30.5K $5.22M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-616
- 5.18%
$416.06 - $551.64 $256K - $340K
11.3K $6.22M
VFH
Vanguard Financial ETF

ETFs
-1.93K
- 1.66%
$104.87 - $127.3 $202K - $245K
114K $14.5M
ORCL
Oracle Corp

Technology
-88
- 0.88%
$122.82 - $218.63 $10.8K - $19.2K
9.88K $2.16M
IYW
Ishares Dj Us Tech ETF

ETFs
-2
- 0.01%
$122.57 - $173.27 $245 - $347
24.8K $4.3M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-28
- 0.08%
$171.4 - $227.1 $4.8K - $6.36K
36.4K $8.26M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-13.5K
- 1.55%
$19.6 - $24.44 $266K - $331K
860K $21M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-15.6K
- 3.21%
$55.54 - $69.09 $865K - $1.08M
470K $32.5M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-99.2K
- 4.67%
$19.1 - $23.83 $1.89M - $2.36M
2.03M $48.3M
VGT
Vanguard Information Technolog

ETFs
-3.69K
- 3.93%
$470.37 - $663.28 $1.73M - $2.44M
90.1K $59.8M
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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