Wbi Investments, Inc. New Holdings in Q2 2025

Wbi Investments, Inc.

  • $362 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQQM
Invesco Exchange Traded Fd Tr

ETFs
21.4K
New
$171.4 - $227.1 $3.67M - $4.86M
21.4K $4.86M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
203K
New
$19.1 - $23.83 $3.88M - $4.84M
203K $4.84M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
64.2K
New
$60.34 - $74.89 $3.87M - $4.81M
64.2K $4.81M
WRB
Berkley W R Corp

Financial Services
41.1K
New
$64.28 - $75.17 $2.64M - $3.09M
41.1K $3.02M
BBY
Best Buy CO Inc

Consumer Cyclical
38.3K
New
$56.17 - $75.73 $2.15M - $2.9M
38.3K $2.57M
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
13.4K
New
$140.37 - $177.56 $1.88M - $2.38M
13.4K $2.3M
AMAT
Applied Materials Inc

Technology
12.1K
New
$126.95 - $183.52 $1.54M - $2.23M
12.1K $2.22M
FANG
Diamondback Energy, Inc.

Energy
15.9K
New
$119.25 - $161.49 $1.9M - $2.57M
15.9K $2.19M
FDX
Fedex Corp

Industrials
9.41K
New
$198.07 - $245.17 $1.86M - $2.31M
9.41K $2.14M
DTE
Dte Energy CO

Utilities
16K
New
$127.39 - $139.49 $2.04M - $2.23M
16K $2.12M
WSM
Williams Sonoma Inc

Consumer Cyclical
12.2K
New
$137.62 - $174.44 $1.68M - $2.13M
12.2K $1.99M
IVZ
Invesco Ltd.

Financial Services
109K
New
$12.14 - $15.77 $1.33M - $1.72M
109K $1.72M
MUR
Murphy Oil Corp

Energy
71.1K
New
$19.62 - $29.21 $1.4M - $2.08M
71.1K $1.6M
RBLX
Roblox Corp

Communication Services
14.5K
New
$51.22 - $105.59 $742K - $1.53M
14.5K $1.52M
CSCO
Cisco Systems, Inc.

Technology
21.5K
New
$53.19 - $69.38 $1.14M - $1.49M
21.5K $1.49M
HEI
Heico Corp

Industrials
4.19K
New
$236.44 - $328.0 $991K - $1.37M
4.19K $1.37M
ZS
Zscaler, Inc.

Technology
4.26K
New
$174.67 - $315.32 $744K - $1.34M
4.26K $1.34M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
24.5K
New
$50.56 - $59.57 $1.24M - $1.46M
24.5K $1.27M
CAH
Cardinal Health Inc

Healthcare
7.31K
New
$125.0 - $168.0 $914K - $1.23M
7.31K $1.23M
VRSN
Verisign Inc

Technology
4.13K
New
$234.49 - $288.8 $968K - $1.19M
4.13K $1.19M
PM
Philip Morris International Inc.

Consumer Defensive
6.21K
New
$149.23 - $184.95 $927K - $1.15M
6.21K $1.13M
HPQ
Hp Inc

Technology
45.8K
New
$21.88 - $29.32 $1M - $1.34M
45.8K $1.12M
ANSS
Ansys Inc

Technology
3.13K
New
$284.19 - $351.22 $890K - $1.1M
3.13K $1.1M
UBER
Uber Technologies, Inc

Technology
11.8K
New
$64.62 - $93.3 $761K - $1.1M
11.8K $1.1M
NEE
Nextera Energy Inc

Utilities
15.7K
New
$64.11 - $75.0 $1.01M - $1.18M
15.7K $1.09M
INTU
Intuit Inc

Technology
1.38K
New
$544.07 - $787.63 $749K - $1.08M
1.38K $1.08M
TW
Tradeweb Markets Inc.

Financial Services
7.39K
New
$125.37 - $149.02 $926K - $1.1M
7.39K $1.08M
ARES
Ares Management Corp

Financial Services
6.24K
New
$118.04 - $175.83 $736K - $1.1M
6.24K $1.08M
HRB
H&R Block Inc

Consumer Cyclical
19K
New
$54.32 - $63.04 $1.03M - $1.2M
19K $1.04M
HAS
Hasbro, Inc.

Consumer Cyclical
13.3K
New
$50.71 - $73.82 $672K - $978K
13.3K $978K
TIGO
Millicom International Cellular Sa

Communication Services
26K
New
$26.95 - $38.28 $702K - $997K
26K $975K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
4.93K
New
$167.22 - $212.42 $824K - $1.05M
4.93K $974K
AXP
American Express CO

Financial Services
3.04K
New
$231.39 - $318.98 $703K - $970K
3.04K $969K
PR
Permian Resources Corporation

Energy
68.7K
New
$10.36 - $14.93 $712K - $1.03M
68.7K $935K
TFC
Truist Financial Corp

Financial Services
21.7K
New
$34.79 - $42.99 $757K - $935K
21.7K $934K
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
OC
Owens Corning

Industrials
6.13K
New
$126.32 - $147.75 $775K - $906K
6.13K $843K
LNG
Cheniere Energy, Inc.

Energy
3.45K
New
$197.25 - $244.33 $681K - $844K
3.45K $840K
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
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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