Wbi Investments, Inc. Incresed Positions in Q1 2025

Wbi Investments, Inc.

  • $358 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CVS
Cvs Health Corp

Healthcare
58.5K
+ 388.26%
$44.22 - $68.64 $2.59M - $4.02M
73.6K $4.98M
QQQ
Invesco Qqq Trust, Series 1

ETFs
9.12K
+ 111.25%
$468.34 - $539.52 $4.27M - $4.92M
17.3K $8.12M
F
Ford Motor CO

Consumer Cyclical
263K
+ 86.41%
$9.12 - $10.43 $2.4M - $2.74M
567K $5.68M
T
At&T Inc.

Communication Services
63.9K
+ 46.67%
$21.56 - $28.28 $1.38M - $1.81M
201K $5.68M
FSTA
Fidelity Covington Tr Msci Con

ETFs
44.5K
+ 213.35%
$48.3 - $52.85 $2.15M - $2.35M
65.3K $3.34M
IBM
International Business Machines Corp

Technology
8.74K
+ 612.18%
$217.4 - $264.74 $1.9M - $2.31M
10.2K $2.53M
UPS
United Parcel Service Inc

Industrials
23.6K
+ 96.86%
$109.66 - $136.26 $2.59M - $3.22M
48K $5.28M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
29.2K
+ 694.67%
$65.44 - $70.64 $1.91M - $2.06M
33.4K $2.28M
EA
Electronic Arts Inc.

Communication Services
12.4K
+ 560.05%
$116.53 - $146.29 $1.44M - $1.81M
14.6K $2.11M
NVDA
Nvidia Corp

Technology
17.2K
+ 393.43%
$106.98 - $149.43 $1.84M - $2.57M
21.6K $2.34M
UGI
Ugi Corp

Utilities
36.1K
+ 80.77%
$28.0 - $34.16 $1.01M - $1.23M
80.9K $2.67M
META
Meta Platforms, Inc.

Communication Services
1.63K
+ 297.26%
$576.36 - $736.67 $939K - $1.2M
2.18K $1.25M
AGZ
Ishares Agency Bond ETF

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

Basic Materials
1.28K
+ 180.54%
$482.93 - $570.11 $618K - $730K
1.99K $1.13M
GVI
Ishares Tr

ETFs
6.85K
+ 58.69%
$103.49 - $106.02 $709K - $727K
18.5K $1.96M
COM
Direxion Shs ETF Tr Auspice Br

ETFs
11.5K
+ 4.7%
$28.37 - $29.61 $325K - $339K
255K $7.49M
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
ORI
Old Republic International Corp

Financial Services
7.51K
+ 11.72%
$33.46 - $39.22 $251K - $295K
71.6K $2.81M
XLP
Consumer Staples Sector Spdr

ETFs
5.51K
+ 27.95%
N/A
25.2K $1.92M
WBIF
Absolute Shs Tr Wbi Bullbear V

ETFs
5.15K
+ 0.8%
$28.32 - $30.4 $146K - $156K
652K $18.8M
WTW
Willis Towers Watson PLC

Financial Services
684
+ 17.42%
$306.61 - $340.78 $210K - $233K
4.61K $1.56M
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
CASY
Caseys General Stores Inc

Consumer Cyclical
413
+ 39.71%
$378.71 - $442.54 $156K - $183K
1.45K $630K
EBAY
Ebay Inc

Consumer Cyclical
405
+ 1.43%
$61.61 - $70.93 $25K - $28.7K
28.8K $1.95M
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
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
Lam Research Corp
9.7K
+ 56.36%
N/A
26.9K $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
VTI
Vanguard Total Stock Market Et

ETFs
535
+ 3.09%
$271.18 - $303.12 $145K - $162K
17.8K $4.9M
CRI
Carters Inc

Consumer Cyclical
2.9K
+ 12.27%
$39.79 - $55.09 $115K - $160K
26.5K $1.08M
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.4K
+ 9.49%
$65.15 - $91.81 $157K - $221K
27.7K $1.81M
WBIG
Absolute Shs Tr Wbi Bullbear Y

ETFs
7.41K
+ 0.75%
$22.55 - $24.61 $167K - $182K
996K $22.6M
WBIL
Absolute Shs Tr Wbi Bullbear Q

ETFs
6.72K
+ 1.01%
$31.6 - $36.33 $212K - $244K
675K $21.4M
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
Track This Portfolio

Track Wbi Investments, Inc. Portfolio

Follow Wbi Investments, 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 Wbi Investments, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wbi Investments, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email