Wbi Investments, Inc. Incresed Positions in Q3 2025

Wbi Investments, Inc.

  • $364 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
KLAC
Kla Corp

Technology
1.51K
+ 88.51%
$843.9 - $1078.6 $1.27M - $1.63M
3.22K $3.47M
COP
Conocophillips

Energy
19.3K
+ 698.23%
$91.0 - $98.99 $1.76M - $1.91M
22.1K $2.09M
BMY
Bristol Myers Squibb CO

Healthcare
40.2K
+ 205.65%
$43.31 - $48.98 $1.74M - $1.97M
59.8K $2.7M
OKE
Oneok Inc

Energy
24.6K
+ 221.51%
$71.36 - $83.47 $1.76M - $2.06M
35.8K $2.61M
IBKR
Interactive Brokers Group, Inc.

Financial Services
15.8K
+ 37.36%
$56.32 - $68.81 $889K - $1.09M
58K $3.99M
CAG
Conagra Brands Inc.

Consumer Defensive
93.1K
+ 179.77%
$18.04 - $21.14 $1.68M - $1.97M
145K $2.65M
TSLA
Tesla, Inc.

Consumer Cyclical
3.1K
+ 223.13%
$293.94 - $444.72 $910K - $1.38M
4.49K $1.99M
KHC
Kraft Heinz CO

Consumer Defensive
57.3K
+ 156.74%
$25.63 - $28.94 $1.47M - $1.66M
93.9K $2.44M
KRBN
Kraneshares Global Carbon Stra

Technology
34.3K
+ 50.95%
$29.76 - $33.35 $1.02M - $1.14M
102K $3.29M
MO
Altria Group, Inc.

Consumer Defensive
14.6K
+ 33.49%
$57.75 - $67.68 $841K - $985K
58K $3.83M
AME
Ametek Inc

Industrials
5.1K
+ 173.26%
$176.44 - $192.03 $900K - $979K
8.04K $1.51M
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
15.2K
+ 49.02%
$43.35 - $50.12 $660K - $763K
46.3K $2.32M
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
3.45K
+ 183.87%
$236.6 - $253.9 $817K - $877K
5.33K $1.34M
NRG
Nrg Energy, Inc.

Utilities
5.08K
+ 196.03%
$144.77 - $173.91 $736K - $884K
7.68K $1.24M
QQQ
Invesco Qqq Trust, Series 1

ETFs
613
+ 6.75%
$546.99 - $602.2 $335K - $369K
9.7K $5.82M
EME
Emcor Group, Inc.

Industrials
994
+ 144.69%
$530.88 - $655.83 $528K - $652K
1.68K $1.09M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.58K
+ 43.16%
$275.84 - $326.36 $436K - $516K
5.24K $1.71M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
7.78K
+ 238.58%
N/A
11K $947K
RL
Ralph Lauren Corp

Consumer Cyclical
1.97K
+ 243.09%
$272.1 - $320.75 $536K - $632K
2.78K $871K
V
Visa Inc.

Financial Services
2.03K
+ 53.47%
$332.09 - $358.86 $674K - $728K
5.82K $1.99M
SYY
Sysco Corp

Consumer Defensive
7.17K
+ 212.7%
$76.33 - $82.51 $547K - $592K
10.5K $867K
FBT
First Trust Nyse Arca Biotechn

ETFs
3.03K
+ 201.8%
$159.46 - $180.52 $483K - $546K
4.53K $811K
ABBV
Abb Vie Inc.

Healthcare
1.61K
+ 55.77%
$184.85 - $231.54 $298K - $373K
4.5K $1.04M
AMGN
Amgen Inc

Healthcare
1.73K
+ 192.98%
$271.18 - $309.22 $469K - $535K
2.63K $741K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
13.2K
+ 40.14%
$24.02 - $27.91 $317K - $368K
46K $1.28M
AMAT
Applied Materials Inc

Technology
1.02K
+ 8.39%
$156.25 - $204.95 $159K - $209K
13.2K $2.69M
GL
Globe Life Inc.

Financial Services
3.06K
+ 165.55%
$117.6 - $146.55 $359K - $448K
4.9K $700K
AIT
Applied Industrial Technologies Inc

Industrials
1.67K
+ 173.0%
$242.14 - $275.72 $403K - $459K
2.63K $686K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
29
+ 0.14%
$225.11 - $247.9 $6.53K - $7.19K
21.4K $5.3M
WU
Western Union CO

Financial Services
51.5K
+ 49.58%
$7.88 - $8.84 $406K - $455K
155K $1.24M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
940
+ 19.09%
$201.83 - $230.93 $190K - $217K
5.87K $1.3M
COLB
Columbia Banking System, Inc.

Financial Services
10.2K
+ 36.04%
$23.26 - $27.31 $237K - $278K
38.5K $989K
AIZ
Assurant, Inc.

Financial Services
1.37K
+ 120.37%
$184.56 - $218.69 $253K - $300K
2.51K $543K
USDU
Wisdomtree Bloomberg U.S. Doll

ETFs
10.7K
+ 87.51%
$25.78 - $26.62 $275K - $284K
22.9K $603K
VZ
Verizon Communications Inc

Communication Services
5.37K
+ 6.92%
$40.84 - $45.06 $219K - $242K
82.9K $3.64M
UNH
Unitedhealth Group Inc

Healthcare
555
+ 20.49%
$237.77 - $353.61 $132K - $196K
3.26K $1.13M
PH
Parker Hannifin Corp

Industrials
266
+ 32.64%
$697.13 - $769.67 $185K - $205K
1.08K $819K
KBR
Kbr, Inc.

Industrials
4.86K
+ 75.22%
$45.52 - $51.61 $221K - $251K
11.3K $535K
COST
Costco Wholesale Corp

Consumer Defensive
253
+ 124.63%
$915.95 - $994.57 $232K - $252K
456 $422K
ADP
Automatic Data Processing Inc

Industrials
875
+ 36.35%
$288.69 - $310.94 $253K - $272K
3.28K $963K
BX
Blackstone Inc.

Financial Services
657
+ 13.1%
$152.77 - $188.68 $100K - $124K
5.67K $969K
SKYY
First Trust Cloud Computing Et

ETFs
1.29K
+ 64.84%
$118.24 - $138.53 $153K - $179K
3.29K $441K
G
Genpact LTD

Technology
4.41K
+ 56.21%
$41.06 - $46.13 $181K - $204K
12.3K $513K
FIBK
First Interstate Bancsystem Inc

Financial Services
3.25K
+ 25.99%
$28.41 - $33.84 $92.3K - $110K
15.7K $501K
CVX
Chevron Corp

Energy
177
+ 3.36%
$145.57 - $161.83 $25.8K - $28.6K
5.44K $845K
ROK
Rockwell Automation, Inc

Industrials
130
+ 5.43%
$328.67 - $358.52 $42.7K - $46.6K
2.52K $882K
TSN
Tyson Foods, Inc.

Consumer Defensive
1.65K
+ 45.22%
$52.3 - $57.69 $86.3K - $95.2K
5.3K $287K
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
563
+ 24.22%
$116.43 - $123.68 $65.6K - $69.6K
2.89K $357K
MDT
Medtronic PLC

Healthcare
489
+ 17.04%
$87.67 - $95.74 $42.9K - $46.8K
3.36K $319K
Activity Summary
Buys All Purchases 182 New Holdings 113 Increased Positions 69 Sells All Sells 114 Reductions 114 Sold out 0 Options Calls 0 Puts 0
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