Wbi Investments, Inc. Purchases in Q1 2025

Wbi Investments, Inc.

  • $358 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
306
New
$890.62 - $1076.86 $273K - $330K
306 $289K
FLQL
Franklin Templeton ETF Tr Libe

ETFs
5.11K
New
$55.58 - $62.24 $284K - $318K
5.11K $288K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
5.39K
New
$51.52 - $52.37 $278K - $282K
5.39K $282K
NXST
Nexstar Media Group, Inc.

Communication Services
1.5K
New
$146.34 - $182.75 $219K - $273K
1.5K $268K
TTEK
Tetra Tech Inc

Industrials
9.19K
New
$28.26 - $42.58 $260K - $391K
9.19K $268K
XOM
Exxon Mobil Corp

Energy
2.24K
New
$105.44 - $118.93 $236K - $266K
2.24K $266K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
10.5K
New
$24.29 - $24.65 $255K - $258K
10.5K $258K
VGSH
Vanguard

ETFs
4.4K
New
$58.07 - $58.69 $256K - $258K
4.4K $258K
FMF
First Trust Managed Futures St

ETFs
5.39K
New
$45.87 - $48.39 $247K - $261K
5.39K $248K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
1.48K
New
$166.63 - $185.86 $247K - $276K
1.48K $247K
RCII
Rent A Center Inc De

Industrials
8.96K
New
N/A
8.96K $238K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.69K
New
N/A
2.69K $230K
VOYA
Voya Financial, Inc.

Financial Services
3.4K
New
$65.1 - $75.67 $221K - $257K
3.4K $230K
SYY
Sysco Corp

Consumer Defensive
3.21K
+ 41.69%
$70.0 - $77.13 $225K - $248K
10.9K $818K
PG
Procter & Gamble CO

Consumer Defensive
1.28K
+ 48.37%
$158.56 - $176.26 $202K - $225K
3.91K $666K
MDT
Medtronic PLC

Healthcare
1.7K
+ 24.52%
$79.84 - $94.5 $136K - $161K
8.64K $776K
NAVI
Navient Corp

Financial Services
17.4K
New
$12.63 - $14.66 $220K - $255K
17.4K $220K
CASY
Caseys General Stores Inc

Consumer Cyclical
413
+ 39.71%
$378.71 - $442.54 $156K - $183K
1.45K $630K
GD
General Dynamics Corp

Industrials
787
New
$241.94 - $272.58 $190K - $215K
787 $214K
RRR
Red Rock Resorts, Inc.

Consumer Cyclical
4.85K
New
$42.69 - $52.91 $207K - $256K
4.85K $210K
IWB
Ishares Tr Russell 1000 ETF

ETFs
661
New
$302.31 - $337.54 $200K - $223K
661 $202K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
393
New
$507.05 - $563.67 $199K - $222K
393 $201K
SKYY
First Trust Cloud Computing Et

ETFs
1.97K
New
$102.23 - $131.18 $201K - $258K
1.97K $200K
EBAY
Ebay Inc

Consumer Cyclical
405
+ 1.43%
$61.61 - $70.93 $25K - $28.7K
28.8K $1.95M
MNRO
Monro, Inc.

Consumer Cyclical
12.4K
New
$14.47 - $24.54 $179K - $304K
12.4K $179K
PEP
Pepsico Inc

Consumer Defensive
1.12K
+ 21.08%
$142.64 - $156.42 $160K - $175K
6.43K $963K
CAG
Conagra Brands Inc.

Consumer Defensive
9.42K
+ 9.08%
$23.9 - $27.67 $225K - $261K
113K $3.02M
VTRS
Viatris Inc

Healthcare
14.3K
New
$8.68 - $12.42 $124K - $177K
14.3K $124K
WU
Western Union CO

Financial Services
11.2K
+ 13.0%
$10.24 - $11.62 $114K - $130K
97K $1.03M
CWEN
Clearway Energy, Inc.

Utilities
834
+ 4.99%
$24.63 - $30.42 $20.5K - $25.4K
17.5K $531K
SCHW
Schwab Charles Corp

Financial Services
868
+ 19.1%
$71.24 - $83.64 $61.8K - $72.6K
5.41K $423K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
910
+ 9.04%
$48.65 - $53.06 $44.3K - $48.3K
11K $570K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
590
+ 21.56%
$211.47 - $267.17 $125K - $158K
3.33K $703K
SHW
Sherwin Williams CO

Basic Materials
68
+ 8.5%
$330.16 - $365.55 $22.5K - $24.9K
868 $303K
LYB
Lyondell Basell Industries N.V.

Basic Materials
1.96K
+ 5.6%
$69.82 - $78.67 $137K - $154K
37K $2.6M
GES
Guess Inc

Consumer Cyclical
5.55K
+ 27.8%
$9.27 - $14.23 $51.4K - $79K
25.5K $282K
Rbb Fd Inc
4.02K
New
N/A
4.02K $0
Pacer Fds Tr
21.2K
New
N/A
21.2K $0
Pimco ETF Tr
35.9K
New
N/A
35.9K $0
Viper Energy Inc
56.1K
New
N/A
56.1K $0
Victory Portfolios Ii
50.5K
New
N/A
50.5K $0
Morgan Stanley ETF Trust
11.6K
New
N/A
11.6K $0
Angel Oak Funds Trust
82.6K
New
N/A
82.6K $0
Tko Group Holdings Inc
1.98K
New
N/A
1.98K $0
Lam Research Corp
9.7K
+ 56.36%
N/A
26.9K $0
Tcw ETF Trust
12.8K
New
N/A
12.8K $0
AAPL
Apple Inc.

Technology
1.56K
+ 12.56%
$209.68 - $247.1 $328K - $386K
14K $3.11M
FIX
Comfort Systems Usa Inc

Industrials
133
+ 26.87%
$313.26 - $550.27 $41.7K - $73.2K
628 $202K
IWV
Ishares Russell 3000 ETF

ETFs
464
+ 3.09%
$313.1 - $349.83 $145K - $162K
15.5K $4.91M
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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