Wbh Advisory Inc Sells in Q3 2024

Wbh Advisory Inc

  • $1.05 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
-116
- 3.62%
$237.84 - $263.83 $27.6K - $30.6K
3.09K $814K
AEP
American Electric Power CO Inc

Utilities
-403
- 7.45%
$87.11 - $104.95 $35.1K - $42.3K
5.01K $513K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-263
- 1.08%
$49.82 - $52.8 $13.1K - $13.9K
24K $1.26M
PFM
Invesco Exchange Traded Fd Tr

ETFs
-71
- 0.57%
$42.65 - $46.55 $3.03K - $3.31K
12.3K $571K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-388
- 3.4%
$83.76 - $91.82 $32.5K - $35.6K
11K $1.01M
EMN
Eastman Chemical CO

Basic Materials
-40
- 1.07%
$93.82 - $113.74 $3.75K - $4.55K
3.7K $414K
DUK
Duke Energy Corp

Utilities
-268
- 4.96%
$99.35 - $117.71 $26.6K - $31.5K
5.13K $591K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-115
- 2.84%
$475.2 - $527.7 $54.6K - $60.7K
3.94K $2.08M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-46
- 0.67%
$43.67 - $51.82 $2.01K - $2.38K
6.83K $354K
MET
Metlife Inc

Financial Services
-417
- 5.94%
$67.96 - $82.48 $28.3K - $34.4K
6.6K $544K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-175
- 2.32%
$104.5 - $114.97 $18.3K - $20.1K
7.37K $844K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
-443
- 1.82%
$47.72 - $53.81 $21.1K - $23.8K
23.9K $1.27M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-75
- 0.78%
$113.45 - $126.18 $8.51K - $9.46K
9.6K $1.21M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-226
- 0.59%
$45.2 - $47.87 $10.2K - $10.8K
37.9K $1.8M
APD
Air Products & Chemicals, Inc.

Basic Materials
-49
- 2.51%
$247.34 - $300.11 $12.1K - $14.7K
1.91K $567K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-166
- 0.86%
$57.32 - $62.65 $9.52K - $10.4K
19.2K $1.2M
DHR
Danaher Corp

Healthcare
-72
- 2.41%
$239.25 - $280.76 $17.2K - $20.2K
2.92K $811K
UNP
Union Pacific Corp

Industrials
-18
- 0.5%
$221.78 - $256.09 $3.99K - $4.61K
3.57K $879K
AFL
Aflac Inc

Financial Services
-547
- 9.12%
$88.52 - $111.8 $48.4K - $61.2K
5.45K $609K
VAW
Vanguard Materials ETF

ETFs
-38
- 0.84%
$189.89 - $213.71 $7.22K - $8.12K
4.46K $943K
CCI
Crown Castle International Corp

Real Estate
-89
- 2.05%
$95.29 - $120.24 $8.48K - $10.7K
4.26K $505K
BX
Blackstone Inc.

Financial Services
-413
- 8.27%
$120.77 - $159.66 $49.9K - $65.9K
4.58K $701K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.87K
- 1.62%
$76.38 - $78.87 $143K - $148K
114K $8.97M
JPM
Jpmorgan Chase & CO

Financial Services
-72
- 0.6%
$194.9 - $224.8 $14K - $16.2K
11.9K $2.51M
MMM
3 M CO

Industrials
-268
- 7.41%
$99.69 - $139.42 $26.7K - $37.4K
3.35K $457K
NSC
Norfolk Southern Corp

Industrials
-231
- 4.74%
$213.75 - $259.69 $49.4K - $60K
4.65K $1.15M
RTX
Raytheon Technologies Corp

Industrials
-265
- 3.75%
$99.55 - $123.34 $26.4K - $32.7K
6.81K $824K
PEP
Pepsico Inc

Consumer Defensive
-31
- 0.12%
$161.9 - $179.3 $5.02K - $5.56K
26.3K $4.46M
AXP
American Express CO

Financial Services
-123
- 2.99%
$225.92 - $271.17 $27.8K - $33.4K
3.99K $1.08M
NOW
Service Now, Inc.

Technology
-19
- 1.4%
$730.87 - $937.36 $13.9K - $17.8K
1.34K $1.2M
DE
Deere & CO

Industrials
-2
- 0.06%
$344.84 - $418.0 $690 - $836
3.09K $1.29M
SUI
Sun Communities Inc

Real Estate
-266
- 2.24%
$117.46 - $147.6 $31.2K - $39.3K
11.6K $1.57M
PAVE
Global X Fds Us Infrastructure

ETFs
-114
- 0.32%
$36.39 - $41.16 $4.15K - $4.69K
35.8K $1.47M
TRV
Travelers Companies, Inc.

Financial Services
-511
- 5.9%
$201.87 - $242.35 $103K - $124K
8.15K $1.91M
LMT
Lockheed Martin Corp

Industrials
-24
- 1.67%
$460.3 - $584.56 $11K - $14K
1.41K $823K
VOX
Vanguard Communication Service

ETFs
-567
- 1.72%
$129.82 - $145.39 $73.6K - $82.4K
32.3K $4.7M
IVE
Ishares S&P 500 Value ETF

ETFs
-8
- 0.07%
$181.06 - $197.17 $1.45K - $1.58K
10.9K $2.14M
AMT
American Tower Corp

Real Estate
-44
- 0.9%
$192.27 - $242.73 $8.46K - $10.7K
4.86K $1.13M
VT
Vanguard Total World Stk Index

ETFs
-3.38K
- 4.09%
$107.72 - $119.96 $364K - $406K
79.4K $9.51M
ABBV
Abb Vie Inc.

Healthcare
-50
- 0.68%
$163.84 - $199.33 $8.19K - $9.97K
7.26K $1.43M
NOC
Northrop Grumman Corp

Industrials
-50
- 2.17%
$423.73 - $533.14 $21.2K - $26.7K
2.25K $1.19M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-3.46K
- 3.8%
$46.9 - $51.96 $162K - $180K
87.4K $4.5M
XLB
Select Sector Spdr Fd Material

ETFs
-271
- 0.94%
$86.95 - $97.09 $23.6K - $26.3K
28.7K $2.76M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-2.15K
- 3.07%
$162.64 - $179.3 $349K - $385K
67.6K $12.1M
META
Meta Platforms, Inc.

Communication Services
-41
- 1.14%
$453.41 - $572.44 $18.6K - $23.5K
3.55K $2.03M
SBUX
Starbucks Corp

Consumer Cyclical
-339
- 2.57%
$72.51 - $98.6 $24.6K - $33.4K
12.8K $1.25M
IAU
Ishares Gold Trust

ETFs
-6
- 0.02%
$44.06 - $50.5 $264 - $303
39.5K $1.96M
WMT
Walmart Inc.

Consumer Defensive
-1.37K
- 5.15%
$66.91 - $81.4 $91.7K - $112K
25.2K $2.04M
CAT
Caterpillar Inc

Industrials
-229
- 4.0%
$316.8 - $391.12 $72.5K - $89.6K
5.49K $2.15M
Activity Summary
Buys All Purchases 118 New Holdings 16 Increased Positions 102 Sells All Sells 167 Reductions 167 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Wbh Advisory Inc Portfolio

Follow Wbh Advisory Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wbh Advisory Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wbh Advisory Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email