Wbh Advisory Inc Reduced Holdings in Q3 2025

Wbh Advisory Inc

  • $1.24 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
-35.2K
- 72.16%
$182.33 - $194.5 $6.43M - $6.85M
13.6K $2.65M
DGRO
Ishares Core Dividend Growth E

ETFs
-43.2K
- 41.96%
$64.12 - $68.08 $2.77M - $2.94M
59.8K $4.07M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
-23.8K
- 50.87%
$57.15 - $62.12 $1.36M - $1.48M
23K $1.43M
VTV
Vanguard Value ETF

ETFs
-8.27K
- 22.31%
$175.51 - $186.57 $1.45M - $1.54M
28.8K $5.37M
IEFA
Ishares Tr

ETFs
-22.7K
- 10.41%
$81.7 - $87.53 $1.85M - $1.98M
195K $17M
MBB
Ishares Tr

ETFs
-12.6K
- 10.97%
$92.46 - $95.73 $1.17M - $1.21M
103K $9.77M
VGSH
Vanguard

ETFs
-15.2K
- 4.6%
$58.43 - $58.88 $888K - $895K
315K $18.5M
IEF
Ishares Barclays

ETFs
-7.11K
- 38.47%
$93.91 - $97.26 $668K - $691K
11.4K $1.1M
XLC
Select Sector Spdr Tr Communic

ETFs
-19.6K
- 11.22%
$105.99 - $119.41 $2.08M - $2.34M
155K $18.3M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-9.98K
- 20.17%
$48.5 - $50.19 $484K - $501K
39.5K $1.98M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-5.33K
- 5.45%
$78.11 - $79.07 $417K - $422K
92.5K $7.3M
LLY
Eli Lilly & CO

Healthcare
-327
- 4.26%
$625.65 - $812.69 $205K - $266K
7.34K $5.6M
COST
Costco Wholesale Corp

Consumer Defensive
-21
- 0.42%
$915.95 - $994.57 $19.2K - $20.9K
4.98K $4.61M
PG
Procter & Gamble CO

Consumer Defensive
-540
- 1.45%
$150.47 - $161.22 $81.3K - $87.1K
36.7K $5.63M
PM
Philip Morris International Inc.

Consumer Defensive
-833
- 15.24%
$157.77 - $183.27 $131K - $153K
4.63K $751K
DIS
Walt Disney CO

Communication Services
-594
- 3.38%
$112.25 - $124.0 $66.7K - $73.7K
17K $1.94M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.68K
- 6.12%
$97.75 - $100.75 $262K - $270K
41.1K $4.12M
DHR
Danaher Corp

Healthcare
-1K
- 38.33%
$181.46 - $212.2 $181K - $212K
1.61K $319K
AMT
American Tower Corp

Real Estate
-261
- 5.63%
$192.32 - $232.35 $50.2K - $60.6K
4.37K $840K
VDC
Vanguard Consumer Staples ETF

ETFs
-599
- 5.79%
$212.64 - $225.25 $127K - $135K
9.75K $2.08M
TSCO
Tractor Supply CO

Consumer Cyclical
-3.78K
- 43.11%
$54.08 - $62.65 $205K - $237K
4.99K $284K
DE
Deere & CO

Industrials
-20
- 0.69%
$457.26 - $524.37 $9.15K - $10.5K
2.87K $1.31M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-3.19K
- 18.62%
$50.9 - $52.37 $162K - $167K
13.9K $729K
NOW
Service Now, Inc.

Technology
-12
- 0.95%
$850.86 - $1044.69 $10.2K - $12.5K
1.26K $1.15M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-3.43K
- 12.11%
$44.22 - $45.74 $152K - $157K
24.9K $1.14M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.61K
- 26.12%
$60.9 - $70.75 $97.7K - $114K
4.54K $283K
CL
Colgate Palmolive CO

Consumer Defensive
-210
- 2.46%
$79.36 - $93.33 $16.7K - $19.6K
8.32K $664K
MLPA
Global X Mlp ETF

ETFs
-1.97K
- 23.88%
$48.25 - $51.56 $94.9K - $101K
6.27K $303K
CSCO
Cisco Systems, Inc.

Technology
-950
- 2.52%
$66.2 - $71.79 $62.9K - $68.2K
36.7K $2.51M
APD
Air Products & Chemicals, Inc.

Basic Materials
-307
- 16.61%
$265.78 - $299.3 $81.6K - $91.9K
1.54K $420K
CMCSA
Comcast Corp

Communication Services
-1.14K
- 7.62%
$31.41 - $36.33 $35.9K - $41.6K
13.9K $435K
V
Visa Inc.

Financial Services
-25
- 0.39%
$332.09 - $358.86 $8.3K - $8.97K
6.42K $2.19M
USXF
Ishares Esg Advanced Msci Usa

Technology
-2K
- 28.05%
$53.69 - $57.31 $107K - $114K
5.12K $293K
KO
Coca Cola CO

Consumer Defensive
-149
- 0.83%
$65.67 - $71.67 $9.78K - $10.7K
17.8K $1.18M
SUI
Sun Communities Inc

Real Estate
-851
- 7.64%
$116.6 - $131.28 $99.2K - $112K
10.3K $1.33M
SBUX
Starbucks Corp

Consumer Cyclical
-98
- 1.02%
$81.9 - $96.86 $8.03K - $9.49K
9.51K $804K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-3.2K
- 13.02%
$24.11 - $24.94 $77.1K - $79.7K
21.4K $532K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-859
- 8.32%
$92.18 - $95.14 $79.2K - $81.7K
9.46K $900K
KMB
Kimberly Clark Corp

Consumer Defensive
-276
- 4.12%
$121.72 - $136.77 $33.6K - $37.7K
6.43K $799K
IBM
International Business Machines Corp

Technology
-75
- 2.23%
$234.77 - $292.47 $17.6K - $21.9K
3.29K $929K
LNT
Alliant Energy Corp

Utilities
-1.4K
- 29.42%
$60.76 - $67.41 $84.9K - $94.2K
3.35K $226K
CHDN
Churchill Downs Inc

Consumer Cyclical
-350
- 5.43%
$95.3 - $113.75 $33.4K - $39.8K
6.1K $591K
FIS
Fidelity National Information Services, Inc.

Technology
-33
- 0.91%
$63.37 - $82.35 $2.09K - $2.72K
3.6K $237K
ABT
Abbott Laboratories

Healthcare
-326
- 5.25%
$120.51 - $136.62 $39.3K - $44.5K
5.88K $787K
WM
Waste Management Inc

Industrials
-9
- 0.13%
$213.88 - $237.1 $1.92K - $2.13K
6.73K $1.49M
XLP
Consumer Staples Sector Spdr

ETFs
-630
- 1.37%
N/A
45.5K $3.46M
MMM
3 M CO

Industrials
-350
- 14.45%
$144.41 - $160.2 $50.5K - $56.1K
2.07K $321K
CCI
Crown Castle International Corp

Real Estate
-250
- 6.85%
$92.96 - $113.91 $23.2K - $28.5K
3.4K $328K
CB
Chubb LTD

Financial Services
-58
- 1.54%
$265.99 - $289.59 $15.4K - $16.8K
3.71K $1.05M
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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