Wbi Investments, Inc. Purchases in Q2 2025

Wbi Investments, Inc.

  • $362 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SF
Stifel Financial Corp

Financial Services
8.94K
New
$76.49 - $103.78 $684K - $928K
8.94K $928K
SWK
Stanley Black & Decker, Inc.

Industrials
13.5K
New
$55.86 - $76.98 $756K - $1.04M
13.5K $916K
AUB
Atlantic Union Bankshares Corp

Financial Services
29.2K
New
$23.85 - $32.24 $698K - $943K
29.2K $914K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
12.6K
New
$50.86 - $73.83 $641K - $931K
12.6K $911K
BMY
Bristol Myers Squibb CO

Healthcare
19.6K
New
$44.12 - $59.6 $863K - $1.17M
19.6K $905K
ESNT
Essent Group Ltd.

Financial Services
14.8K
New
$52.78 - $61.24 $779K - $904K
14.8K $896K
R
Ryder System Inc

Industrials
5.6K
New
$130.14 - $160.88 $728K - $900K
5.6K $889K
MTG
Mgic Investment Corp

Financial Services
31.6K
New
$22.43 - $28.1 $708K - $887K
31.6K $878K
VRT
Vertiv Holdings CO

Industrials
9.94K
+ 277.72%
N/A
13.5K $1.17M
OC
Owens Corning

Industrials
6.13K
New
$126.32 - $147.75 $775K - $906K
6.13K $843K
PFE
Pfizer Inc

Healthcare
39.2K
+ 35.58%
$21.59 - $24.84 $847K - $974K
149K $3.62M
LEN
Lennar Corp

Consumer Cyclical
7.48K
New
$102.76 - $115.66 $769K - $866K
7.48K $827K
CSL
Carlisle Companies Inc

Industrials
2.2K
New
$317.1 - $408.5 $696K - $897K
2.2K $819K
EXP
Eagle Materials Inc

Basic Materials
3.96K
New
$193.68 - $241.95 $768K - $959K
3.96K $801K
VLY
Valley National Bancorp

Financial Services
89.5K
New
$7.87 - $9.2 $705K - $824K
89.5K $799K
ROK
Rockwell Automation, Inc

Industrials
2.39K
New
$218.97 - $332.17 $524K - $795K
2.39K $795K
WSBC
Wesbanco Inc

Financial Services
25.1K
New
$26.79 - $32.33 $673K - $812K
25.1K $794K
PZZA
Papa Johns International Inc

Consumer Cyclical
12K
+ 46.46%
$30.45 - $51.79 $366K - $622K
37.8K $1.85M
ACN
Accenture PLC

Technology
2.5K
New
$279.23 - $323.21 $698K - $808K
2.5K $747K
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
12.8K
+ 70.49%
$28.07 - $43.66 $361K - $561K
31.1K $1.36M
ADP
Automatic Data Processing Inc

Industrials
2.41K
New
$276.76 - $326.81 $666K - $787K
2.41K $742K
V
Visa Inc.

Financial Services
1.97K
+ 108.4%
$308.27 - $373.31 $609K - $737K
3.8K $1.35M
ABC
Amerisourcebergen Corp

Healthcare
3.83K
New
N/A
3.83K $708K
STZ
Constellation Brands, Inc.

Consumer Defensive
4.26K
New
$160.0 - $195.62 $681K - $833K
4.26K $692K
FLRN
Spdr Bloomberg Investment Grad

ETFs
22.4K
+ 121.21%
$30.29 - $30.83 $679K - $691K
40.9K $1.26M
KRBN
Kraneshares Global Carbon Stra

Technology
20.9K
+ 45.0%
$25.85 - $30.77 $540K - $643K
67.4K $2M
CHTR
Charter Communications, Inc.

Communication Services
1.49K
+ 74.86%
$321.68 - $427.25 $479K - $636K
3.48K $1.42M
AYI
Acuity Brands Inc

Industrials
2.27K
New
$223.31 - $304.18 $507K - $690K
2.27K $676K
MRK
Merck & Co., Inc.

Healthcare
8.55K
+ 251.78%
$73.47 - $87.12 $628K - $745K
11.9K $945K
CF
Cf Industries Holdings, Inc.

Basic Materials
5.85K
+ 164.9%
$68.47 - $102.48 $400K - $599K
9.4K $864K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
2.83K
+ 191.1%
$153.22 - $199.8 $434K - $566K
4.32K $809K
ABBV
Abb Vie Inc.

Healthcare
2.89K
New
$170.16 - $206.27 $491K - $596K
2.89K $535K
AME
Ametek Inc

Industrials
2.94K
New
$151.41 - $182.75 $446K - $538K
2.94K $532K
UNH
Unitedhealth Group Inc

Healthcare
2.11K
+ 348.51%
$274.35 - $599.47 $578K - $1.26M
2.71K $845K
EFX
Equifax Inc

Industrials
1.97K
New
$205.5 - $280.54 $405K - $553K
1.97K $511K
BX
Blackstone Inc.

Financial Services
3.31K
+ 193.33%
$120.07 - $151.11 $397K - $500K
5.02K $750K
HWM
Howmet Aerospace Inc.

Industrials
800
+ 13.21%
$112.33 - $186.13 $89.9K - $149K
6.86K $1.28M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
9.53K
+ 136.51%
$49.98 - $50.26 $476K - $479K
16.5K $827K
FCFS
First Cash Holdings, Inc.

Financial Services
3.54K
New
$118.0 - $137.63 $418K - $488K
3.54K $478K
NEAR
Blackrock Short Maturity Bond

ETFs
8.42K
+ 129.7%
$50.41 - $51.17 $425K - $431K
14.9K $762K
BR
Broadridge Financial Solutions, Inc.

Technology
1.75K
+ 115.82%
$217.22 - $246.25 $380K - $431K
3.26K $792K
AMZN
Amazon Com Inc

Consumer Cyclical
735
+ 8.2%
$167.32 - $223.3 $123K - $164K
9.69K $2.13M
NRG
Nrg Energy, Inc.

Utilities
2.59K
New
$83.61 - $162.67 $217K - $422K
2.59K $416K
FTSL
First Trust Senior Ln Fund

ETFs
8.88K
+ 134.89%
$44.58 - $46.07 $396K - $409K
15.5K $709K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.68K
+ 92.38%
$160.22 - $209.35 $270K - $353K
3.51K $734K
VST
Vistra Corp.

Utilities
2.08K
New
$98.07 - $195.04 $204K - $406K
2.08K $403K
LCII
Lci Industries

Consumer Cyclical
4.17K
+ 91.09%
$75.07 - $92.4 $313K - $385K
8.75K $798K
META
Meta Platforms, Inc.

Communication Services
57
+ 2.62%
$484.66 - $738.09 $27.6K - $42.1K
2.23K $1.65M
FICO
Fair Isaac Corp

Technology
208
New
$1503.62 - $2206.01 $313K - $459K
208 $380K
Activity Summary
Buys All Purchases 183 New Holdings 110 Increased Positions 73 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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