Wbh Advisory Inc Sells in Q4 2024

Wbh Advisory Inc

  • $1.07 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
-49.9K
- 19.35%
$70.06 - $77.43 $3.5M - $3.87M
208K $14.6M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-2.81K
- 0.59%
$58.88 - $64.8 $165K - $182K
471K $27.8M
XLV
Select Sector Spdr Fund Health

ETFs
-7.91K
- 9.19%
$136.28 - $154.74 $1.08M - $1.22M
78.1K $10.7M
VGSH
Vanguard

ETFs
-25.9K
- 6.13%
$58.02 - $58.88 $1.5M - $1.53M
397K $23.1M
VGIT
Vanguard Intermediate Term Tre

ETFs
-17.4K
- 6.84%
$57.78 - $60.4 $1.01M - $1.05M
237K $13.8M
XLI
Industrial Sector Spdr

ETFs
-7.89K
- 10.06%
$131.76 - $143.99 $1.04M - $1.14M
70.6K $9.3M
VTV
Vanguard Value ETF

ETFs
-5.84K
- 10.79%
$168.32 - $181.87 $983K - $1.06M
48.3K $8.18M
LLY
Eli Lilly & CO

Healthcare
-237
- 2.57%
$727.2 - $932.06 $172K - $221K
8.97K $6.93M
SCHQ
Schwab Strategic Tr Long Term

ETFs
-27.2K
- 40.31%
$31.33 - $35.13 $851K - $954K
40.2K $1.26M
DGRO
Ishares Core Dividend Growth E

ETFs
-16K
- 19.24%
$60.73 - $64.94 $970K - $1.04M
67K $4.11M
XLE
Energy Sector Spdr

ETFs
-6.11K
- 6.16%
$83.32 - $97.27 $509K - $594K
93K $7.97M
VEU
Vanguard Ftse All World Ex Us

ETFs
-2.46K
- 2.33%
$57.29 - $63.1 $141K - $155K
103K $5.9M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-2.54K
- 7.69%
$184.21 - $199.29 $468K - $506K
30.5K $5.62M
JNJ
Johnson & Johnson

Healthcare
-1.29K
- 5.01%
$143.34 - $165.86 $185K - $214K
24.5K $3.54M
PEP
Pepsico Inc

Consumer Defensive
-727
- 2.77%
$151.29 - $176.1 $110K - $128K
25.5K $3.88M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-613
- 0.83%
$106.56 - $113.11 $65.3K - $69.3K
72.9K $7.79M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-4.42K
- 3.87%
$77.02 - $78.58 $340K - $347K
110K $8.47M
IXUS
Ishares Tr

ETFs
-1.14K
- 1.78%
$65.95 - $72.56 $75.4K - $83K
63.2K $4.18M
XLB
Select Sector Spdr Fd Material

ETFs
-904
- 3.15%
$83.8 - $97.58 $75.8K - $88.2K
27.8K $2.34M
PG
Procter & Gamble CO

Consumer Defensive
-1.18K
- 3.01%
$161.05 - $179.7 $190K - $212K
37.9K $6.35M
KO
Coca Cola CO

Consumer Defensive
-2.52K
- 11.87%
$61.74 - $71.71 $156K - $181K
18.7K $1.17M
VNQ
Vanguard Specialized Funds Van

ETFs
-1.37K
- 4.82%
$87.85 - $98.6 $121K - $135K
27.1K $2.41M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.25K
- 4.12%
$75.1 - $82.99 $94K - $104K
29.1K $2.2M
LOW
Lowes Companies Inc

Consumer Cyclical
-472
- 6.74%
$244.52 - $284.07 $115K - $134K
6.53K $1.61M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-1.26K
- 2.2%
$40.06 - $45.21 $50.5K - $57K
55.9K $2.27M
PSA
Public Storage

Real Estate
-1
- 0.02%
$289.33 - $360.21 $289 - $360
4.27K $1.28M
NKE
Nike, Inc.

Consumer Cyclical
-250
- 1.23%
$73.36 - $89.13 $18.3K - $22.3K
20K $1.51M
AMT
American Tower Corp

Real Estate
-138
- 2.84%
$179.4 - $232.01 $24.8K - $32K
4.72K $866K
ABBV
Abb Vie Inc.

Healthcare
-662
- 9.12%
$164.99 - $203.87 $109K - $135K
6.6K $1.17M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-2.49K
- 39.85%
$94.79 - $95.69 $236K - $238K
3.76K $357K
MRK
Merck & Co., Inc.

Healthcare
-251
- 1.7%
$96.31 - $114.76 $24.2K - $28.8K
14.5K $1.44M
MCD
Mcdonalds Corp

Consumer Cyclical
-27
- 0.18%
$288.47 - $316.54 $7.79K - $8.55K
15.1K $4.39M
ABT
Abbott Laboratories

Healthcare
-1.9K
- 19.73%
$111.93 - $119.39 $212K - $226K
7.71K $872K
SBUX
Starbucks Corp

Consumer Cyclical
-1.56K
- 12.12%
$87.44 - $102.5 $136K - $159K
11.3K $1.03M
NOC
Northrop Grumman Corp

Industrials
-183
- 8.13%
$466.52 - $543.88 $85.4K - $99.5K
2.07K $970K
XLU
Utilities Sector Spdr

ETFs
-255
- 0.67%
$74.89 - $82.93 $19.1K - $21.1K
37.9K $2.87M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-2.11K
- 26.99%
$99.0 - $99.5 $209K - $210K
5.71K $565K
DHR
Danaher Corp

Healthcare
-308
- 10.55%
$226.16 - $274.52 $69.7K - $84.6K
2.61K $599K
ORCL
Oracle Corp

Technology
-951
- 7.53%
$165.41 - $192.43 $157K - $183K
11.7K $1.95M
SUI
Sun Communities Inc

Real Estate
-492
- 4.25%
$119.89 - $139.05 $59K - $68.4K
11.1K $1.36M
MKC
Mccormick & CO Inc

Consumer Defensive
-594
- 2.34%
$73.97 - $84.09 $43.9K - $49.9K
24.8K $1.89M
AJG
Arthur J. Gallagher & Co.

Financial Services
-685
- 17.22%
$278.49 - $315.16 $191K - $216K
3.29K $935K
CAT
Caterpillar Inc

Industrials
-72
- 1.31%
$360.37 - $416.88 $25.9K - $30K
5.42K $1.97M
CVS
Cvs Health Corp

Healthcare
-965
- 12.49%
$43.78 - $67.46 $42.2K - $65.1K
6.76K $303K
XLP
Consumer Staples Sector Spdr

ETFs
-2.35K
- 4.33%
N/A
51.9K $3.94M
CL
Colgate Palmolive CO

Consumer Defensive
-541
- 5.75%
$90.22 - $102.31 $48.8K - $55.3K
8.86K $805K
VPU
Vanguard Utilities ETF

ETFs
-73
- 0.51%
$160.52 - $179.11 $11.7K - $13.1K
14.3K $2.34M
TGT
Target Corp

Consumer Defensive
-439
- 9.11%
$121.59 - $160.69 $53.4K - $70.5K
4.38K $591K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
-731
- 3.06%
$47.63 - $52.63 $34.8K - $38.5K
23.1K $1.11M
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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