Wbh Advisory Inc Reduced Holdings in Q4 2024

Wbh Advisory Inc

  • $1.07 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-577
- 6.13%
$99.04 - $109.59 $57.1K - $63.2K
8.84K $879K
IVE
Ishares S&P 500 Value ETF

ETFs
-373
- 3.43%
$189.5 - $206.17 $70.7K - $76.9K
10.5K $2M
CCI
Crown Castle International Corp

Real Estate
-135
- 3.17%
$89.78 - $119.11 $12.1K - $16.1K
4.13K $374K
AMGN
Amgen Inc

Healthcare
-37
- 2.01%
$258.78 - $328.31 $9.57K - $12.1K
1.81K $470K
AFL
Aflac Inc

Financial Services
-686
- 12.58%
$100.37 - $115.27 $68.9K - $79.1K
4.77K $492K
UNP
Union Pacific Corp

Industrials
-226
- 6.33%
$223.15 - $249.32 $50.4K - $56.3K
3.34K $762K
MUB
Ishares National Muni Bond ETF

ETFs
-934
- 11.68%
$105.78 - $108.7 $98.8K - $102K
7.06K $752K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-228
- 3.24%
$59.25 - $72.99 $13.5K - $16.6K
6.82K $407K
NSC
Norfolk Southern Corp

Industrials
-206
- 4.43%
$230.6 - $277.0 $47.5K - $57.1K
4.44K $1.04M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-1.08K
- 8.47%
$103.6 - $112.52 $112K - $121K
11.6K $1.22M
KMB
Kimberly Clark Corp

Consumer Defensive
-180
- 2.37%
$130.37 - $146.09 $23.5K - $26.3K
7.41K $971K
AEP
American Electric Power CO Inc

Utilities
-618
- 12.35%
$90.91 - $102.21 $56.2K - $63.2K
4.39K $404K
PFE
Pfizer Inc

Healthcare
-2.35K
- 13.06%
$24.8 - $30.19 $58.2K - $70.8K
15.6K $414K
BX
Blackstone Inc.

Financial Services
-1.1K
- 23.94%
$148.45 - $199.05 $163K - $218K
3.48K $600K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-573
- 1.47%
$45.07 - $47.1 $25.8K - $27K
38.4K $1.74M
EMN
Eastman Chemical CO

Basic Materials
-225
- 6.08%
$90.03 - $110.64 $20.3K - $24.9K
3.48K $317K
INTC
Intel Corp

Technology
-2.45K
- 17.48%
$19.07 - $26.23 $46.7K - $64.2K
11.6K $231K
DVY
Ishares Tr

ETFs
-391
- 3.32%
$129.55 - $143.41 $50.7K - $56.1K
11.4K $1.5M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-1.75K
- 17.09%
$49.74 - $50.43 $87.2K - $88.5K
8.51K $423K
ICLN
Ishares

ETFs
-2.07K
- 9.96%
$11.35 - $14.51 $23.5K - $30K
18.7K $212K
CB
Chubb LTD

Financial Services
-116
- 2.8%
$271.57 - $301.89 $31.5K - $35K
4.03K $1.11M
CMCSA
Comcast Corp

Communication Services
-372
- 2.3%
$37.39 - $45.14 $13.9K - $16.8K
15.8K $592K
AMAT
Applied Materials Inc

Technology
-30
- 1.66%
$161.44 - $213.89 $4.84K - $6.42K
1.78K $289K
STZ
Constellation Brands, Inc.

Consumer Defensive
-16
- 0.85%
$219.66 - $257.62 $3.51K - $4.12K
1.88K $414K
URTH
Ishares Msci World ETF

ETFs
-355
- 2.99%
$153.73 - $162.67 $54.6K - $57.7K
11.5K $1.79M
HSY
Hershey CO

Consumer Defensive
-10
- 0.34%
$168.67 - $193.65 $1.69K - $1.94K
2.97K $503K
MMM
3 M CO

Industrials
-317
- 9.47%
$124.74 - $137.12 $39.5K - $43.5K
3.03K $391K
VDE
Vanguard Energy ETF

ETFs
-369
- 2.22%
$116.67 - $136.78 $43.1K - $50.5K
16.2K $1.97M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-789
- 3.6%
$20.55 - $23.26 $16.2K - $18.4K
21.1K $444K
SUB
Ishares Short Term National Mu

ETFs
-511
- 9.09%
$104.94 - $106.2 $53.6K - $54.3K
5.11K $539K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-335
- 3.04%
$88.59 - $94.57 $29.7K - $31.7K
10.7K $949K
PPG
Ppg Industries Inc

Basic Materials
-200
- 8.33%
$119.09 - $131.37 $23.8K - $26.3K
2.2K $262K
QCOM
Qualcomm Inc

Technology
-102
- 4.54%
$150.4 - $178.04 $15.3K - $18.2K
2.15K $329K
ADBE
Adobe Inc.

Technology
-35
- 7.2%
$437.39 - $552.96 $15.3K - $19.4K
451 $200K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-213
- 0.8%
$19.82 - $21.55 $4.22K - $4.59K
26.3K $521K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-58
- 0.79%
$108.6 - $115.42 $6.3K - $6.69K
7.31K $798K
CVX
Chevron Corp

Energy
-153
- 1.76%
$141.15 - $162.53 $21.6K - $24.9K
8.55K $1.24M
GE
General Electric CO

Industrials
-26
- 1.49%
$159.95 - $194.23 $4.16K - $5.05K
1.71K $285K
HDV
Ishares Core High Dividend ETF

ETFs
-190
- 5.7%
$110.82 - $121.28 $21.1K - $23K
3.15K $353K
IBM
International Business Machines Corp

Technology
-142
- 4.49%
$204.9 - $238.04 $29.1K - $33.8K
3.02K $663K
PFM
Invesco Exchange Traded Fd Tr

ETFs
-605
- 4.93%
$45.72 - $48.2 $27.7K - $29.2K
11.7K $535K
TRV
Travelers Companies, Inc.

Financial Services
-374
- 4.59%
$225.97 - $266.66 $84.5K - $99.7K
7.77K $1.87M
GLD
Spdr Gold Trust

ETFs
-137
- 10.3%
$236.59 - $257.5 $32.4K - $35.3K
1.19K $288K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-564
- 2.02%
$25.3 - $26.31 $14.3K - $14.8K
27.3K $698K
PH
Parker Hannifin Corp

Industrials
-65
- 3.89%
$621.74 - $709.46 $40.4K - $46.1K
1.61K $1.02M
PAVE
Global X Fds Us Infrastructure

ETFs
-100
- 0.28%
$40.41 - $45.95 $4.04K - $4.6K
35.7K $1.44M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-69
- 3.38%
$114.08 - $125.68 $7.87K - $8.67K
1.97K $225K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-288
- 8.49%
$107.41 - $115.71 $30.9K - $33.3K
3.11K $342K
TFC
Truist Financial Corp

Financial Services
-729
- 10.23%
$41.51 - $48.1 $30.3K - $35.1K
6.4K $277K
Activity Summary
Buys All Purchases 115 New Holdings 12 Increased Positions 103 Sells All Sells 166 Reductions 166 Sold out 0 Options Calls 0 Puts 0
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