Wbi Investments, Inc. Purchases in Q1 2025

Wbi Investments, Inc.

  • $358 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
OGN
Organon & Co.

Healthcare
63.6K
New
$14.29 - $16.41 $908K - $1.04M
63.6K $946K
META
Meta Platforms, Inc.

Communication Services
1.63K
+ 297.26%
$576.36 - $736.67 $939K - $1.2M
2.18K $1.25M
BDX
Becton Dickinson & CO

Healthcare
3.81K
New
$222.79 - $249.08 $848K - $948K
3.81K $871K
AEP
American Electric Power CO Inc

Utilities
7.74K
New
$90.32 - $109.27 $699K - $846K
7.74K $845K
CMCSA
Comcast Corp

Communication Services
22.9K
New
$33.19 - $38.23 $759K - $874K
22.9K $843K
BUL
Pacer Fds Tr U S Cash Cows Gro

ETFs
19.2K
New
$43.03 - $49.3 $826K - $946K
19.2K $843K
CMA
Comerica Inc

Financial Services
13.7K
New
$56.11 - $68.38 $770K - $938K
13.7K $810K
HWM
Howmet Aerospace Inc.

Industrials
6.06K
New
$110.79 - $139.39 $671K - $844K
6.06K $785K
AGZ
Ishares Agency Bond ETF

ETFs
6.7K
+ 23.72%
$107.46 - $109.48 $720K - $734K
35K $3.83M
AEE
Ameren Corp

Utilities
7.54K
New
$86.87 - $103.67 $655K - $782K
7.54K $757K
GVI
Ishares Tr

ETFs
6.85K
+ 58.69%
$103.49 - $106.02 $709K - $727K
18.5K $1.96M
CHTR
Charter Communications, Inc.

Communication Services
1.99K
New
$334.89 - $384.77 $666K - $765K
1.99K $733K
CPRT
Copart Inc

Consumer Cyclical
12.6K
New
$52.3 - $59.83 $660K - $755K
12.6K $713K
SSNC
Ss&C Technologies Holdings Inc

Technology
8.09K
New
$74.75 - $89.13 $605K - $721K
8.09K $675K
PII
Polaris Inc.

Consumer Cyclical
16.1K
New
$40.9 - $58.36 $659K - $940K
16.1K $659K
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
18.2K
New
$33.65 - $43.06 $613K - $785K
18.2K $613K
FLO
Flowers Foods Inc

Consumer Defensive
31.2K
New
$18.05 - $20.78 $562K - $647K
31.2K $592K
COM
Direxion Shs ETF Tr Auspice Br

ETFs
11.5K
+ 4.7%
$28.37 - $29.61 $325K - $339K
255K $7.49M
AIZ
Assurant, Inc.

Financial Services
2.79K
New
$198.92 - $218.67 $555K - $610K
2.79K $585K
FLRN
Spdr Bloomberg Investment Grad

ETFs
18.5K
New
$30.71 - $30.87 $568K - $571K
18.5K $569K
TMUS
T Mobile Us, Inc.

Communication Services
2.07K
New
$211.3 - $272.83 $437K - $564K
2.07K $551K
OKE
Oneok Inc

Energy
5.46K
New
$89.57 - $109.85 $489K - $599K
5.46K $541K
VZ
Verizon Communications Inc

Communication Services
2.61K
+ 3.38%
$37.81 - $46.49 $98.7K - $121K
79.8K $3.62M
TSLA
Tesla, Inc.

Consumer Cyclical
2.39K
+ 404.75%
$222.15 - $428.22 $530K - $1.02M
2.98K $771K
CINF
Cincinnati Financial Corp

Financial Services
3.6K
New
$133.67 - $147.81 $482K - $533K
3.6K $532K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
973
New
$442.66 - $534.52 $431K - $520K
973 $518K
ORI
Old Republic International Corp

Financial Services
7.51K
+ 11.72%
$33.46 - $39.22 $251K - $295K
71.6K $2.81M
SCHO
Schwab Short Term Us Treasury

ETFs
18.4K
New
$24.1 - $24.34 $443K - $447K
18.4K $447K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
14.8K
New
$28.55 - $29.09 $423K - $431K
14.8K $427K
XLP
Consumer Staples Sector Spdr

ETFs
5.51K
+ 27.95%
N/A
25.2K $1.92M
GOOGL
Alphabet Inc.

Communication Services
2.7K
New
$154.33 - $206.19 $416K - $556K
2.7K $416K
AVGO
Broadcom Inc.

Technology
2.48K
New
$167.43 - $244.7 $416K - $608K
2.48K $415K
LCII
Lci Industries

Consumer Cyclical
4.58K
New
$87.4 - $110.52 $400K - $506K
4.58K $400K
WBIF
Absolute Shs Tr Wbi Bullbear V

ETFs
5.15K
+ 0.8%
$28.32 - $30.4 $146K - $156K
652K $18.8M
UNP
Union Pacific Corp

Industrials
1.59K
New
$225.21 - $254.42 $359K - $405K
1.59K $376K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
6.98K
New
$50.03 - $50.27 $349K - $351K
6.98K $349K
WTW
Willis Towers Watson PLC

Financial Services
684
+ 17.42%
$306.61 - $340.78 $210K - $233K
4.61K $1.56M
JPM
Jpmorgan Chase & CO

Financial Services
1.36K
New
$225.19 - $279.95 $306K - $380K
1.36K $333K
NEAR
Blackrock Short Maturity Bond

ETFs
6.5K
New
$50.4 - $50.89 $327K - $331K
6.5K $330K
LLY
Eli Lilly & CO

Healthcare
400
New
$725.72 - $929.72 $290K - $372K
400 $330K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.82K
New
$175.5 - $209.86 $320K - $383K
1.82K $330K
USDU
Wisdomtree Bloomberg U.S. Doll

ETFs
12K
New
$26.9 - $27.93 $322K - $334K
12K $326K
WMB
Williams Companies, Inc.

Energy
5.4K
New
$54.02 - $61.09 $292K - $330K
5.4K $322K
UNH
Unitedhealth Group Inc

Healthcare
604
New
$461.52 - $548.18 $279K - $331K
604 $316K
RE
Everest Re Group LTD

Financial Services
833
New
N/A
833 $308K
MRK
Merck & Co., Inc.

Healthcare
3.4K
New
$83.01 - $101.02 $282K - $343K
3.4K $304K
SPIB
Spdr Portfolio Intermediate Te

ETFs
9.13K
New
$32.5 - $33.3 $297K - $304K
9.13K $303K
AFG
American Financial Group Inc

Financial Services
2.3K
New
$119.82 - $138.45 $275K - $318K
2.3K $301K
PH
Parker Hannifin Corp

Industrials
483
New
$591.65 - $707.05 $286K - $342K
483 $293K
Activity Summary
Buys All Purchases 155 New Holdings 108 Increased Positions 47 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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