Wbh Advisory Inc Incresed Positions in Q3 2025

Wbh Advisory Inc

  • $1.24 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ADP
Automatic Data Processing Inc

Industrials
885
+ 30.19%
$288.69 - $310.94 $255K - $275K
3.82K $1.12M
NSC
Norfolk Southern Corp

Industrials
1
+ 0.02%
$259.49 - $300.41 $259 - $300
4.3K $1.29M
VV
Vanguard Large Cap ETF

ETFs
4
+ 0.05%
$285.05 - $309.14 $1.14K - $1.24K
7.44K $2.29M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
12
+ 0.34%
$567.77 - $614.76 $6.81K - $7.38K
3.54K $2.16M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
5.29K
+ 7.84%
$22.9 - $23.58 $121K - $125K
72.9K $1.71M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
2.63K
+ 11.15%
$50.82 - $51.09 $134K - $134K
26.2K $1.34M
PAVE
Global X Fds Us Infrastructure

ETFs
2
+ 0.01%
$44.02 - $47.63 $88 - $95.3
32K $1.52M
XLG
Invesco Exchange Traded Fd Tr

ETFs
10
+ 0.05%
$51.78 - $57.89 $518 - $579
20.6K $1.19M
GD
General Dynamics Corp

Industrials
167
+ 16.25%
$293.92 - $341.0 $49.1K - $56.9K
1.2K $407K
VEA
Vanguard Ftse Developed Market

ETFs
31
+ 0.09%
$56.02 - $60.3 $1.74K - $1.87K
33.9K $2.03M
CEG
Constellation Energy Corp

Utilities
222
+ 9.36%
$298.82 - $354.89 $66.3K - $78.8K
2.59K $853K
PNC
Pnc Financial Services Group, Inc.

Financial Services
2
+ 0.04%
$185.88 - $207.44 $372 - $415
5.63K $1.13M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
3.42K
+ 13.47%
$18.82 - $19.8 $64.3K - $67.6K
28.8K $559K
GE
General Electric CO

Industrials
18
+ 1.08%
$244.75 - $305.63 $4.41K - $5.5K
1.68K $505K
BX
Blackstone Inc.

Financial Services
5
+ 0.14%
$152.77 - $188.68 $764 - $943
3.5K $597K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
610
+ 27.02%
$87.05 - $93.19 $53.1K - $56.8K
2.87K $266K
META
Meta Platforms, Inc.

Communication Services
95
+ 2.83%
$695.21 - $791.73 $66K - $75.2K
3.46K $2.54M
AXP
American Express CO

Financial Services
42
+ 1.28%
$294.27 - $342.31 $12.4K - $14.4K
3.32K $1.1M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
894
+ 22.86%
N/A
4.81K $299K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2
+ 0.08%
$435.72 - $463.74 $871 - $927
2.36K $1.09M
SCHO
Schwab Short Term Us Treasury

ETFs
1.89K
+ 1.53%
$24.23 - $24.42 $45.9K - $46.2K
125K $3.06M
DUK
Duke Energy Corp

Utilities
178
+ 4.38%
$116.31 - $125.93 $20.7K - $22.4K
4.24K $524K
PFE
Pfizer Inc

Healthcare
716
+ 4.18%
$23.29 - $25.88 $16.7K - $18.5K
17.8K $454K
VO
Vanguard Mid Cap ETF

ETFs
1
+ 0.04%
$279.83 - $293.74 $280 - $294
2.79K $820K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
1.48K
+ 15.93%
$22.89 - $23.7 $33.8K - $35K
10.7K $253K
CVS
Cvs Health Corp

Healthcare
79
+ 1.68%
$58.75 - $76.5 $4.64K - $6.04K
4.77K $359K
ITM
Vaneck Intermediate Muni ETF

ETFs
373
+ 2.82%
$45.2 - $46.71 $16.9K - $17.4K
13.6K $633K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
476
+ 12.34%
$52.39 - $53.11 $24.9K - $25.3K
4.33K $229K
MRVL
Marvell Technology, Inc.

Technology
50
+ 1.54%
$62.31 - $84.07 $3.12K - $4.2K
3.3K $277K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
4
+ 0.06%
$52.31 - $56.47 $209 - $226
6.89K $388K
TFC
Truist Financial Corp

Financial Services
187
+ 3.16%
$42.83 - $47.07 $8.01K - $8.8K
6.1K $278K
AMZN
Amazon Com Inc

Consumer Cyclical
64
+ 0.39%
$211.65 - $238.24 $13.5K - $15.2K
16.6K $3.64M
HDV
Ishares Core High Dividend ETF

ETFs
7
+ 0.22%
$118.16 - $123.66 $827 - $866
3.17K $387K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
315
+ 1.64%
$20.76 - $21.78 $6.54K - $6.86K
19.6K $422K
VZ
Verizon Communications Inc

Communication Services
121
+ 1.42%
$40.84 - $45.06 $4.94K - $5.45K
8.66K $380K
WFC
Wells Fargo & Company

Financial Services
1
+ 0.04%
$77.05 - $85.16 $77.1 - $85.2
2.74K $229K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
3
+ 0.01%
$21.77 - $22.57 $65.3 - $67.7
26.7K $599K
HAS
Hasbro, Inc.

Consumer Cyclical
3
+ 0.1%
$73.92 - $81.85 $222 - $246
3.16K $239K
SUB
Ishares Short Term National Mu

ETFs
39
+ 0.76%
$106.17 - $107.3 $4.14K - $4.18K
5.15K $549K
TMUS
T Mobile Us, Inc.

Communication Services
1
+ 0.03%
$226.02 - $259.01 $226 - $259
2.96K $708K
Fidelity Covington Trust
81
+ 0.44%
N/A
18.7K $0
VIG
Vanguard Dividend Appreciation

ETFs
3
+ 0.04%
N/A
7.98K $1.45M
Blackrock ETF Trust Ii
38.1K
+ 92.77%
N/A
79.1K $0
J P Morgan Exchange Traded F
44.3K
+ 49.02%
N/A
135K $0
Fidelity Wise Origin Bitcoin
633
+ 27.05%
N/A
2.97K $0
JGRO
J P Morgan Exchange Traded Fd
2.14K
+ 13.46%
N/A
18K $0
J P Morgan Exchange Traded F
3.77K
+ 9.17%
N/A
44.8K $0
T
At&T Inc.

Communication Services
226
+ 1.12%
$26.94 - $29.62 $6.09K - $6.69K
20.4K $576K
CRM
Salesforce, Inc.

Technology
145
+ 6.57%
$231.66 - $273.65 $33.6K - $39.7K
2.35K $557K
Activity Summary
Buys All Purchases 121 New Holdings 19 Increased Positions 102 Sells All Sells 153 Reductions 153 Sold out 0 Options Calls 0 Puts 0
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