Wbh Advisory Inc Sells in Q2 2025

Wbh Advisory Inc

  • $1.16 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VHT
Vanguard Health Care ETF

ETFs
-4.89K
- 6.98%
$236.71 - $261.92 $1.16M - $1.28M
65.2K $16.2M
XLV
Select Sector Spdr Fund Health

ETFs
-9.73K
- 11.24%
$128.77 - $144.3 $1.25M - $1.4M
76.8K $10.4M
AAPL
Apple Inc.

Technology
-3.34K
- 4.43%
$172.42 - $223.89 $577K - $749K
72.1K $14.8M
XLF
Financial Sector Spdr

ETFs
-51.4K
- 13.89%
$43.92 - $52.37 $2.26M - $2.69M
319K $16.7M
VGLT
Vanguard Long Term Treasury Et

ETFs
-28.5K
- 59.05%
$53.66 - $58.71 $1.53M - $1.67M
19.8K $1.11M
VGSH
Vanguard

ETFs
-28.9K
- 8.06%
$58.32 - $58.95 $1.69M - $1.71M
330K $19.4M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-12.7K
- 20.67%
$152.42 - $182.82 $1.94M - $2.33M
48.8K $8.93M
MSFT
Microsoft Corp

Technology
-17K
- 28.77%
$354.56 - $497.45 $6.04M - $8.48M
42.2K $21M
XLE
Energy Sector Spdr

ETFs
-6.56K
- 8.92%
$76.44 - $94.13 $501K - $617K
66.9K $5.68M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-27.2K
- 4.5%
$44.68 - $45.96 $1.21M - $1.25M
576K $26.4M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-22.4K
- 31.17%
$48.13 - $49.85 $1.08M - $1.12M
49.5K $2.43M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-6.13K
- 22.69%
$162.65 - $188.71 $996K - $1.16M
20.9K $3.94M
SCHQ
Schwab Strategic Tr Long Term

ETFs
-27.8K
- 24.55%
$30.46 - $33.4 $848K - $930K
85.6K $2.73M
LLY
Eli Lilly & CO

Healthcare
-729
- 8.68%
$713.71 - $898.95 $520K - $655K
7.67K $5.98M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-137
- 0.73%
$483.48 - $539.8 $66.2K - $74K
18.6K $9.05M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-23.9K
- 16.83%
$24.32 - $27.87 $582K - $667K
118K $3.13M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-10K
- 9.27%
$77.74 - $78.78 $777K - $788K
97.8K $7.7M
PEP
Pepsico Inc

Consumer Defensive
-1.02K
- 4.04%
$128.02 - $151.37 $130K - $154K
24.1K $3.18M
MCD
Mcdonalds Corp

Consumer Cyclical
-822
- 5.49%
$285.55 - $321.23 $235K - $264K
14.1K $4.13M
PG
Procter & Gamble CO

Consumer Defensive
-411
- 1.09%
$157.66 - $172.39 $64.8K - $70.9K
37.2K $5.93M
JNJ
Johnson & Johnson

Healthcare
-784
- 3.45%
$146.36 - $159.82 $115K - $125K
21.9K $3.35M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-1.1K
- 31.76%
$376.48 - $440.65 $413K - $484K
2.36K $1.04M
XOM
Exxon Mobil Corp

Energy
-2.58K
- 25.59%
$99.93 - $119.04 $258K - $307K
7.49K $807K
XLP
Consumer Staples Sector Spdr

ETFs
-5.02K
- 9.82%
N/A
46.1K $3.51M
CVX
Chevron Corp

Energy
-637
- 7.83%
$133.73 - $168.51 $85.2K - $107K
7.5K $1.07M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-5.92K
- 17.28%
$43.63 - $45.4 $258K - $269K
28.3K $1.27M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-12K
- 13.84%
$53.75 - $67.21 $643K - $805K
74.5K $4.93M
IVV
Ishares Core S&P 500 ETF

ETFs
-3.86K
- 10.61%
$498.8 - $620.9 $1.93M - $2.4M
32.5K $20.2M
ABBV
Abb Vie Inc.

Healthcare
-451
- 6.56%
$170.16 - $206.27 $76.7K - $93K
6.43K $1.19M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-3.08K
- 27.21%
$86.05 - $107.7 $265K - $331K
8.23K $885K
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.76K
- 11.96%
$496.48 - $617.85 $875K - $1.09M
13K $8.02M
YUM
Yum Brands Inc

Consumer Cyclical
-493
- 3.41%
$138.36 - $161.45 $68.2K - $79.6K
14K $2.07M
WM
Waste Management Inc

Industrials
-694
- 9.33%
$216.47 - $242.1 $150K - $168K
6.74K $1.54M
MRK
Merck & Co., Inc.

Healthcare
-656
- 5.83%
$73.47 - $87.12 $48.2K - $57.2K
10.6K $838K
MKC
Mccormick & CO Inc

Consumer Defensive
-50
- 0.21%
$71.11 - $82.25 $3.56K - $4.11K
23.8K $1.81M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-7.04K
- 9.43%
$22.68 - $23.28 $160K - $164K
67.6K $1.57M
XLY
Select Sector Spdr Consumer Di

ETFs
-8.51K
- 9.99%
$176.34 - $218.59 $1.5M - $1.86M
76.7K $16.7M
IEMG
Ishares Inc

ETFs
-2.86K
- 2.43%
N/A
115K $6.16M
VEA
Vanguard Ftse Developed Market

ETFs
-7.07K
- 17.24%
$45.65 - $57.01 $323K - $403K
33.9K $1.93M
VIG
Vanguard Dividend Appreciation

ETFs
-806
- 9.18%
N/A
7.98K $1.45M
PRU
Prudential Financial Inc

Financial Services
-1.1K
- 19.92%
$95.12 - $112.71 $104K - $124K
4.41K $473K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-17.6K
- 10.79%
$20.42 - $25.3 $360K - $445K
146K $3.68M
EXC
Exelon Corp

Utilities
-2.5K
- 24.29%
$42.2 - $47.37 $105K - $118K
7.78K $337K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-1.94K
- 20.16%
$108.06 - $135.3 $210K - $262K
7.68K $1.04M
IWX
Ishares Tr Russell 200 Value E

ETFs
-1.69K
- 37.25%
$73.26 - $84.19 $124K - $143K
2.85K $240K
KMB
Kimberly Clark Corp

Consumer Defensive
-288
- 4.12%
$126.84 - $145.22 $36.5K - $41.8K
6.7K $864K
LOW
Lowes Companies Inc

Consumer Cyclical
-245
- 3.77%
$210.83 - $235.28 $51.7K - $57.6K
6.26K $1.39M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-20.9K
- 10.56%
$24.38 - $30.18 $510K - $632K
177K $5.35M
MTB
M&T Bank Corp

Financial Services
-761
- 40.09%
$156.58 - $193.99 $119K - $148K
1.14K $220K
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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