Wbi Investments, Inc. New Holdings in Q1 2025

Wbi Investments, Inc.

  • $358 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
18.2K
New
$33.65 - $43.06 $613K - $785K
18.2K $613K
FLO
Flowers Foods Inc

Consumer Defensive
31.2K
New
$18.05 - $20.78 $562K - $647K
31.2K $592K
AIZ
Assurant, Inc.

Financial Services
2.79K
New
$198.92 - $218.67 $555K - $610K
2.79K $585K
FLRN
Spdr Bloomberg Investment Grad

ETFs
18.5K
New
$30.71 - $30.87 $568K - $571K
18.5K $569K
TMUS
T Mobile Us, Inc.

Communication Services
2.07K
New
$211.3 - $272.83 $437K - $564K
2.07K $551K
OKE
Oneok Inc

Energy
5.46K
New
$89.57 - $109.85 $489K - $599K
5.46K $541K
CINF
Cincinnati Financial Corp

Financial Services
3.6K
New
$133.67 - $147.81 $482K - $533K
3.6K $532K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
973
New
$442.66 - $534.52 $431K - $520K
973 $518K
SCHO
Schwab Short Term Us Treasury

ETFs
18.4K
New
$24.1 - $24.34 $443K - $447K
18.4K $447K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
14.8K
New
$28.55 - $29.09 $423K - $431K
14.8K $427K
AVGO
Broadcom Inc.

Technology
2.48K
New
$167.43 - $244.7 $416K - $608K
2.48K $415K
LCII
Lci Industries

Consumer Cyclical
4.58K
New
$87.4 - $110.52 $400K - $506K
4.58K $400K
UNP
Union Pacific Corp

Industrials
1.59K
New
$225.21 - $254.42 $359K - $405K
1.59K $376K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
6.98K
New
$50.03 - $50.27 $349K - $351K
6.98K $349K
JPM
Jpmorgan Chase & CO

Financial Services
1.36K
New
$225.19 - $279.95 $306K - $380K
1.36K $333K
NEAR
Blackrock Short Maturity Bond

ETFs
6.5K
New
$50.4 - $50.89 $327K - $331K
6.5K $330K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.82K
New
$175.5 - $209.86 $320K - $383K
1.82K $330K
LLY
Eli Lilly & CO

Healthcare
400
New
$725.72 - $929.72 $290K - $372K
400 $330K
USDU
Wisdomtree Bloomberg U.S. Doll

ETFs
12K
New
$26.9 - $27.93 $322K - $334K
12K $326K
WMB
Williams Companies, Inc.

Energy
5.4K
New
$54.02 - $61.09 $292K - $330K
5.4K $322K
UNH
Unitedhealth Group Inc

Healthcare
604
New
$461.52 - $548.18 $279K - $331K
604 $316K
RE
Everest Re Group LTD

Financial Services
833
New
N/A
833 $308K
MRK
Merck & Co., Inc.

Healthcare
3.4K
New
$83.01 - $101.02 $282K - $343K
3.4K $304K
SPIB
Spdr Portfolio Intermediate Te

ETFs
9.13K
New
$32.5 - $33.3 $297K - $304K
9.13K $303K
AFG
American Financial Group Inc

Financial Services
2.3K
New
$119.82 - $138.45 $275K - $318K
2.3K $301K
PH
Parker Hannifin Corp

Industrials
483
New
$591.65 - $707.05 $286K - $342K
483 $293K
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
TTEK
Tetra Tech Inc

Industrials
9.19K
New
$28.26 - $42.58 $260K - $391K
9.19K $268K
NXST
Nexstar Media Group, Inc.

Communication Services
1.5K
New
$146.34 - $182.75 $219K - $273K
1.5K $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
PPA
Invesco Exchange Traded Fd Tr

ETFs
2.05K
New
$113.59 - $123.29 $233K - $253K
2.05K $239K
RCII
Rent A Center Inc De

Industrials
8.96K
New
N/A
8.96K $238K
VOYA
Voya Financial, Inc.

Financial Services
3.4K
New
$65.1 - $75.67 $221K - $257K
3.4K $230K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.69K
New
N/A
2.69K $230K
NAVI
Navient Corp

Financial Services
17.4K
New
$12.63 - $14.66 $220K - $255K
17.4K $220K
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
MNRO
Monro, Inc.

Consumer Cyclical
12.4K
New
$14.47 - $24.54 $179K - $304K
12.4K $179K
VTRS
Viatris Inc

Healthcare
14.3K
New
$8.68 - $12.42 $124K - $177K
14.3K $124K
Pacer Fds Tr
21.2K
New
N/A
21.2K $0
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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