WBI Investments
Latest statistics and disclosures from Wbi Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are WBIY, WBIG, WBIL, WBIF, VFLO, and represent 25.20% of Wbi Investments's stock portfolio.
- Added to shares of these 10 stocks: QQQ, ADT, CVS, FMC, XMLV, AFL, PRI, HIG, HSY, SLB.
- Started 108 new stock positions in UPBD, MELI, MNST, CBOE, VGSH, MSFT, EMR, TTEK, PMBS, JPM.
- Reduced shares in these 10 stocks: MLI, , THG, PTMC, CMS, KNTK, BBY, PAYX, ATO, BYD.
- Sold out of its positions in AYI, KNTK, AXP, ANSS, AMAT, ARES, TEAM, ATO, ADP, WRB.
- Wbi Investments was a net seller of stock by $-15M.
- Wbi Investments has $380M in assets under management (AUM), dropping by -5.13%.
- Central Index Key (CIK): 0001397424
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Portfolio Holdings for Wbi Investments
Wbi Investments holds 226 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Absolute Shs Tr Wbi Pwr Fctr Etf (WBIY) | 6.4 | $24M | -9% | 827k | 29.51 |
|
| Absolute Shs Tr Wbi Bbr Yld 3000 (WBIG) | 6.0 | $23M | 996k | 22.70 |
|
|
| Absolute Shs Tr Wbi Bbr Qty 3000 (WBIL) | 5.6 | $21M | 675k | 31.74 |
|
|
| Absolute Shs Tr Wbi Bbr Val 3000 (WBIF) | 4.9 | $19M | 652k | 28.76 |
|
|
| Victory Portfolios Ii Shares Free Cash (VFLO) | 2.2 | $8.5M | -7% | 248k | 34.28 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.1 | $8.1M | +111% | 17k | 468.93 |
|
| Direxion Shs Etf Tr Auspce Cmd Stg (COM) | 2.0 | $7.5M | +4% | 255k | 29.34 |
|
| Ford Motor Company (F) | 1.5 | $5.7M | +86% | 567k | 10.03 |
|
| At&t (T) | 1.5 | $5.7M | +46% | 201k | 28.28 |
|
| United Parcel Service CL B (UPS) | 1.4 | $5.3M | +96% | 48k | 109.99 |
|
| CVS Caremark Corporation (CVS) | 1.3 | $5.0M | +388% | 74k | 67.75 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 1.3 | $4.9M | +3% | 16k | 317.64 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.3 | $4.9M | +3% | 18k | 274.84 |
|
| Adt (ADT) | 1.1 | $4.0M | NEW | 497k | 8.14 |
|
| Ishares Tr Agency Bond Etf (AGZ) | 1.0 | $3.8M | +23% | 35k | 109.44 |
|
| Verizon Communications (VZ) | 1.0 | $3.6M | +3% | 80k | 45.36 |
|
| Altria (MO) | 0.9 | $3.4M | -11% | 57k | 60.02 |
|
| Fidelity Covington Trust Consmr Staples (FSTA) | 0.9 | $3.3M | +213% | 65k | 51.13 |
|
| Pacer Fds Tr Trendp Us Mid Cp (PTMC) | 0.9 | $3.3M | -52% | 94k | 34.60 |
|
| Fmc Corp Com New (FMC) | 0.9 | $3.3M | NEW | 77k | 42.19 |
|
| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.9 | $3.2M | -44% | 63k | 51.45 |
|
| Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) | 0.8 | $3.2M | NEW | 52k | 61.72 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.8 | $3.1M | -39% | 19k | 165.59 |
|
| Apple (AAPL) | 0.8 | $3.1M | +12% | 14k | 222.13 |
|
| AFLAC Incorporated (AFL) | 0.8 | $3.1M | NEW | 28k | 111.19 |
|
| ConAgra Foods (CAG) | 0.8 | $3.0M | +9% | 113k | 26.67 |
|
| Pacer Fds Tr Lunt Lrg Cp Altr (ALTL) | 0.8 | $3.0M | +111% | 86k | 34.81 |
|
| Primerica (PRI) | 0.8 | $2.9M | NEW | 10k | 284.53 |
|
| Dominion Resources (D) | 0.8 | $2.8M | -3% | 51k | 56.07 |
|
| Old Republic International Corporation (ORI) | 0.7 | $2.8M | +11% | 72k | 39.22 |
|
| Pfizer (PFE) | 0.7 | $2.8M | -14% | 110k | 25.34 |
|
| Hartford Financial Services (HIG) | 0.7 | $2.7M | NEW | 22k | 123.73 |
|
| UGI Corporation (UGI) | 0.7 | $2.7M | +80% | 81k | 33.07 |
|
| Hershey Company (HSY) | 0.7 | $2.7M | NEW | 16k | 171.03 |
|
| Schlumberger Com Stk (SLB) | 0.7 | $2.7M | NEW | 64k | 41.80 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.7 | $2.6M | -6% | 51k | 51.78 |
|
| AES Corporation (AES) | 0.7 | $2.6M | NEW | 213k | 12.42 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.7 | $2.6M | +5% | 37k | 70.40 |
|
| Viper Energy Cl A (VNOM) | 0.7 | $2.5M | NEW | 56k | 45.15 |
|
| International Business Machines (IBM) | 0.7 | $2.5M | +612% | 10k | 248.66 |
|
| First American Financial (FAF) | 0.7 | $2.5M | NEW | 38k | 65.63 |
|
| Gilead Sciences (GILD) | 0.6 | $2.5M | -24% | 22k | 112.05 |
|
| Pulte (PHM) | 0.6 | $2.4M | NEW | 24k | 102.80 |
|
| McKesson Corporation (MCK) | 0.6 | $2.4M | NEW | 3.6k | 672.99 |
|
| Microsoft Corporation (MSFT) | 0.6 | $2.3M | NEW | 6.3k | 375.39 |
|
| Monster Beverage Corp (MNST) | 0.6 | $2.3M | NEW | 40k | 58.52 |
|
| NVIDIA Corporation (NVDA) | 0.6 | $2.3M | +393% | 22k | 108.38 |
|
| Kimberly-Clark Corporation (KMB) | 0.6 | $2.3M | -48% | 16k | 142.22 |
|
| Invesco Exch Traded Fd Tr Ii S&p Smlcp Helt (PSCH) | 0.6 | $2.3M | -48% | 53k | 43.28 |
|
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.6 | $2.3M | +694% | 33k | 68.32 |
|
| CBOE Holdings (CBOE) | 0.6 | $2.2M | NEW | 9.8k | 226.29 |
|
| Electronic Arts (EA) | 0.6 | $2.1M | +560% | 15k | 144.52 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.5 | $2.1M | +27% | 25k | 81.67 |
|
| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.5 | $2.0M | +58% | 19k | 106.02 |
|
| Kraft Heinz (KHC) | 0.5 | $2.0M | -3% | 64k | 30.43 |
|
| Lam Research Corp Com New (LRCX) | 0.5 | $2.0M | +56% | 27k | 72.70 |
|
| eBay (EBAY) | 0.5 | $2.0M | 29k | 67.73 |
|
|
| Sonoco Products Company (SON) | 0.5 | $1.9M | NEW | 40k | 47.24 |
|
| Southwest Gas Corporation (SWX) | 0.5 | $1.9M | NEW | 26k | 71.80 |
|
| Paypal Holdings (PYPL) | 0.5 | $1.8M | +9% | 28k | 65.25 |
|
| Emerson Electric (EMR) | 0.5 | $1.8M | NEW | 16k | 109.64 |
|
| Kinder Morgan (KMI) | 0.5 | $1.8M | -50% | 63k | 28.53 |
|
| Pimco Etf Tr Mtg Bkd Secs Act (PMBS) | 0.5 | $1.8M | NEW | 36k | 49.08 |
|
| Amazon (AMZN) | 0.4 | $1.7M | -29% | 9.0k | 190.26 |
|
| ResMed (RMD) | 0.4 | $1.7M | -52% | 7.4k | 223.85 |
|
| Ge Aerospace Com New (GE) | 0.4 | $1.7M | NEW | 8.3k | 200.15 |
|
| Franklin Resources (BEN) | 0.4 | $1.6M | -17% | 85k | 19.25 |
|
| Hca Holdings (HCA) | 0.4 | $1.6M | NEW | 4.7k | 345.55 |
|
| Spdr Ser Tr Bloomberg 1 10 Y (TIPX) | 0.4 | $1.6M | NEW | 84k | 19.19 |
|
| Spotify Technology S A SHS (SPOT) | 0.4 | $1.6M | -15% | 2.9k | 550.03 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.4 | $1.6M | -12% | 60k | 26.89 |
|
| Progressive Corporation (PGR) | 0.4 | $1.6M | NEW | 5.5k | 283.01 |
|
| TransDigm Group Incorporated (TDG) | 0.4 | $1.6M | NEW | 1.1k | 1383.29 |
|
| Willis Towers Watson SHS (WTW) | 0.4 | $1.6M | +17% | 4.6k | 337.95 |
|
| Texas Pacific Land Corp (TPL) | 0.4 | $1.5M | NEW | 1.1k | 1324.99 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.4 | $1.5M | NEW | 4.3k | 345.24 |
|
| Hf Sinclair Corp (DINO) | 0.4 | $1.4M | -12% | 42k | 32.88 |
|
| Tyson Foods Cl A (TSN) | 0.4 | $1.3M | NEW | 21k | 63.81 |
|
| Verisk Analytics (VRSK) | 0.3 | $1.3M | -50% | 4.5k | 297.62 |
|
| Yum! Brands (YUM) | 0.3 | $1.3M | NEW | 8.4k | 157.36 |
|
| MercadoLibre (MELI) | 0.3 | $1.3M | NEW | 673.00 | 1950.87 |
|
| Kraneshares Trust Global Carb Stra (KRBN) | 0.3 | $1.3M | NEW | 47k | 28.22 |
|
| Dbx Etf Tr Xtrack Usd High (HYLB) | 0.3 | $1.3M | NEW | 35k | 36.15 |
|
| InterDigital (IDCC) | 0.3 | $1.3M | NEW | 6.1k | 206.75 |
|
| Apa Corporation (APA) | 0.3 | $1.3M | NEW | 60k | 21.02 |
|
| Meta Platforms Cl A (META) | 0.3 | $1.3M | +297% | 2.2k | 576.36 |
|
| Victory Portfolios Ii Victoryshares Sm (SFLO) | 0.3 | $1.2M | NEW | 51k | 24.53 |
|
| Anthem (ELV) | 0.3 | $1.2M | NEW | 2.8k | 434.96 |
|
| Eversource Energy (ES) | 0.3 | $1.2M | NEW | 19k | 62.11 |
|
| Mondelez Intl Cl A (MDLZ) | 0.3 | $1.2M | NEW | 18k | 67.85 |
|
| Proshares Tr S&p 500 High Inc (ISPY) | 0.3 | $1.2M | -21% | 28k | 42.09 |
|
| Whirlpool Corporation (WHR) | 0.3 | $1.2M | -24% | 13k | 90.13 |
|
| NewMarket Corporation (NEU) | 0.3 | $1.1M | +180% | 2.0k | 566.45 |
|
| Carter's (CRI) | 0.3 | $1.1M | +12% | 27k | 40.90 |
|
| Proshares Tr Russ 2000 Divd (SMDV) | 0.3 | $1.1M | -60% | 16k | 65.59 |
|
| Papa John's Int'l (PZZA) | 0.3 | $1.1M | NEW | 26k | 41.08 |
|
| Western Union Company (WU) | 0.3 | $1.0M | +12% | 97k | 10.58 |
|
| Amgen (AMGN) | 0.3 | $1.0M | NEW | 3.2k | 311.55 |
|
| Portland Gen Elec Com New (POR) | 0.3 | $994k | NEW | 22k | 44.60 |
|
| Pimco Etf Tr Broad Us Tips (TIPZ) | 0.3 | $993k | -44% | 18k | 53.93 |
|
| Pepsi (PEP) | 0.3 | $964k | +21% | 6.4k | 149.94 |
|
| Prudential Financial (PRU) | 0.3 | $963k | -9% | 8.6k | 111.68 |
|
| Organon & Co Common Stock (OGN) | 0.2 | $946k | NEW | 64k | 14.89 |
|
| Interpublic Group of Companies (IPG) | 0.2 | $916k | -39% | 34k | 27.16 |
|
| Wisdomtree Tr Intrst Rate Hdge (AGZD) | 0.2 | $914k | -53% | 41k | 22.35 |
|
| Angel Oak Funds Trust High Yield Oppor (AOHY) | 0.2 | $906k | NEW | 83k | 10.97 |
|
| Becton, Dickinson and (BDX) | 0.2 | $872k | NEW | 3.8k | 229.06 |
|
| Onemain Holdings (OMF) | 0.2 | $871k | -19% | 18k | 48.88 |
|
| Noble Corp Ord Shs A (NE) | 0.2 | $866k | -28% | 37k | 23.70 |
|
| Chevron Corporation (CVX) | 0.2 | $846k | -48% | 5.1k | 167.29 |
|
| American Electric Power Company (AEP) | 0.2 | $846k | NEW | 7.7k | 109.27 |
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $844k | NEW | 23k | 36.90 |
|
| Pacer Fds Tr Us Chs Cws Gwt (BUL) | 0.2 | $843k | NEW | 19k | 43.94 |
|
| SYSCO Corporation (SYY) | 0.2 | $819k | +41% | 11k | 75.04 |
|
| Comerica Incorporated (CMA) | 0.2 | $810k | NEW | 14k | 59.06 |
|
| Cnh Indl N V SHS (CNH) | 0.2 | $802k | -27% | 65k | 12.28 |
|
| Howmet Aerospace (HWM) | 0.2 | $786k | NEW | 6.1k | 129.73 |
|
| Medtronic SHS (MDT) | 0.2 | $776k | +24% | 8.6k | 89.86 |
|
| Tesla Motors (TSLA) | 0.2 | $772k | +404% | 3.0k | 259.16 |
|
| Columbia Banking System (COLB) | 0.2 | $766k | -17% | 31k | 24.94 |
|
| Ameren Corporation (AEE) | 0.2 | $757k | NEW | 7.5k | 100.40 |
|
| Macy's (M) | 0.2 | $750k | -53% | 60k | 12.56 |
|
| Charter Communications Inc N Cl A (CHTR) | 0.2 | $733k | NEW | 2.0k | 368.53 |
|
| Copart (CPRT) | 0.2 | $714k | NEW | 13k | 56.59 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $703k | +21% | 3.3k | 211.47 |
|
| Expedia Group Com New (EXPE) | 0.2 | $693k | -59% | 4.1k | 168.10 |
|
| Ss&c Technologies Holding (SSNC) | 0.2 | $676k | NEW | 8.1k | 83.53 |
|
| Procter & Gamble Company (PG) | 0.2 | $667k | +48% | 3.9k | 170.42 |
|
| Polaris Industries (PII) | 0.2 | $660k | NEW | 16k | 40.94 |
|
| Pacer Fds Tr Us Lrg Cp Cash (COWG) | 0.2 | $652k | NEW | 21k | 30.79 |
|
| Citizens Financial (CFG) | 0.2 | $643k | -30% | 16k | 40.97 |
|
| S&p Global (SPGI) | 0.2 | $642k | -65% | 1.3k | 507.98 |
|
| Visa Com Cl A (V) | 0.2 | $638k | -77% | 1.8k | 350.46 |
|
| Casey's General Stores (CASY) | 0.2 | $631k | +39% | 1.5k | 434.04 |
|
| Invesco Exch Traded Fd Tr Ii Invesco Phlx Sm (SOXQ) | 0.2 | $613k | NEW | 18k | 33.65 |
|
| Tcw Etf Trust Senior Loan Etf (SLNZ) | 0.2 | $606k | NEW | 13k | 47.27 |
|
| Flowers Foods (FLO) | 0.2 | $592k | NEW | 31k | 19.01 |
|
| Morgan Stanley Etf Trust Eaton Vance Shor (EVSD) | 0.2 | $587k | NEW | 12k | 50.76 |
|
| Assurant (AIZ) | 0.2 | $585k | NEW | 2.8k | 209.75 |
|
| Hess Midstream Cl A Shs (HESM) | 0.2 | $580k | -25% | 14k | 42.29 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.2 | $570k | +9% | 11k | 51.94 |
|
| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.2 | $570k | NEW | 19k | 30.82 |
|
| Spdr Ser Tr Aerospace Def (XAR) | 0.1 | $566k | -76% | 3.5k | 160.69 |
|
| Smucker J M Com New (SJM) | 0.1 | $565k | -62% | 4.8k | 118.41 |
|
| Metropcs Communications (TMUS) | 0.1 | $551k | NEW | 2.1k | 266.71 |
|
| Oneok (OKE) | 0.1 | $541k | NEW | 5.5k | 99.22 |
|
| Cincinnati Financial Corporation (CINF) | 0.1 | $532k | NEW | 3.6k | 147.72 |
|
| Clearway Energy CL C (CWEN) | 0.1 | $531k | +4% | 18k | 30.27 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $518k | NEW | 973.00 | 532.58 |
|
| Travel Leisure Ord (TNL) | 0.1 | $497k | -19% | 11k | 46.29 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $447k | NEW | 18k | 24.34 |
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.1 | $428k | NEW | 15k | 28.86 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $424k | +19% | 5.4k | 78.28 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $417k | NEW | 2.7k | 154.64 |
|
| Broadcom (AVGO) | 0.1 | $416k | NEW | 2.5k | 167.43 |
|
| Lci Industries (LCII) | 0.1 | $400k | NEW | 4.6k | 87.43 |
|
| Vaneck Etf Trust Retail Etf (RTH) | 0.1 | $377k | -44% | 1.7k | 225.74 |
|
| Union Pacific Corporation (UNP) | 0.1 | $376k | NEW | 1.6k | 236.24 |
|
| Broadridge Financial Solutions (BR) | 0.1 | $366k | -77% | 1.5k | 242.50 |
|
| Premier Cl A (PINC) | 0.1 | $360k | -12% | 19k | 19.28 |
|
| Invesco Actively Managed Exc Ultra Shrt Dur (GSY) | 0.1 | $350k | NEW | 7.0k | 50.12 |
|
| Ameriprise Financial (AMP) | 0.1 | $344k | -52% | 710.00 | 484.27 |
|
| Spdr Ser Tr Portfli Tips Etf (SPIP) | 0.1 | $343k | -33% | 13k | 26.38 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $333k | NEW | 1.4k | 245.30 |
|
| Wabtec Corporation (WAB) | 0.1 | $331k | NEW | 1.8k | 181.37 |
|
| Ishares U S Etf Tr Short Duration B (NEAR) | 0.1 | $330k | NEW | 6.5k | 50.87 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $330k | NEW | 400.00 | 825.91 |
|
| Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) | 0.1 | $330k | -58% | 7.2k | 46.18 |
|
| Kla Corp Com New (KLAC) | 0.1 | $330k | -71% | 485.00 | 680.08 |
|
| Yum China Holdings (YUMC) | 0.1 | $327k | -76% | 6.3k | 52.06 |
|
| Wisdomtree Tr Blmbg Us Bull (USDU) | 0.1 | $326k | NEW | 12k | 27.26 |
|
| Williams Companies (WMB) | 0.1 | $323k | NEW | 5.4k | 59.76 |
|
| Artisan Partners Asset Mgmt Cl A (APAM) | 0.1 | $318k | -4% | 8.1k | 39.10 |
|
| UnitedHealth (UNH) | 0.1 | $316k | NEW | 604.00 | 523.75 |
|
| Merck & Co (MRK) | 0.1 | $305k | NEW | 3.4k | 89.75 |
|
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.1 | $304k | NEW | 9.1k | 33.24 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $303k | +8% | 868.00 | 349.19 |
|
| Tko Group Holdings Cl A (TKO) | 0.1 | $303k | NEW | 2.0k | 152.80 |
|
| Everest Re Group (EG) | 0.1 | $303k | NEW | 833.00 | 363.33 |
|
| salesforce (CRM) | 0.1 | $302k | -77% | 1.1k | 268.36 |
|
| American Financial (AFG) | 0.1 | $302k | NEW | 2.3k | 131.34 |
|
| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.1 | $301k | -82% | 6.6k | 45.65 |
|
| Corpay Com Shs (CPAY) | 0.1 | $299k | -15% | 857.00 | 348.72 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $293k | NEW | 483.00 | 607.45 |
|
| DineEquity (DIN) | 0.1 | $291k | -4% | 13k | 23.27 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $289k | NEW | 306.00 | 945.78 |
|
| Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL) | 0.1 | $288k | NEW | 5.1k | 56.44 |
|
| Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP) | 0.1 | $287k | -13% | 2.3k | 124.57 |
|
| Guess? (GES) | 0.1 | $282k | +27% | 26k | 11.07 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $282k | NEW | 5.4k | 52.37 |
|
| Mueller Industries (MLI) | 0.1 | $277k | -94% | 3.6k | 76.14 |
|
| CF Industries Holdings (CF) | 0.1 | $277k | -30% | 3.5k | 78.15 |
|
| Tetra Tech (TTEK) | 0.1 | $269k | NEW | 9.2k | 29.25 |
|
| Servicenow (NOW) | 0.1 | $268k | -72% | 337.00 | 796.19 |
|
| Nexstar Media Group Common Stock (NXST) | 0.1 | $268k | NEW | 1.5k | 179.22 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $266k | NEW | 2.2k | 118.93 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $266k | -71% | 485.00 | 548.12 |
|
| Allstate Corporation (ALL) | 0.1 | $260k | -88% | 1.3k | 207.07 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $258k | NEW | 4.4k | 58.69 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $258k | -49% | 3.6k | 72.21 |
|
| Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) | 0.1 | $258k | NEW | 11k | 24.64 |
|
| Universal Hlth Svcs CL B (UHS) | 0.1 | $258k | -65% | 1.4k | 187.92 |
|
| First Tr Exchange-traded Mngd Futrs Strgy (FMF) | 0.1 | $249k | NEW | 5.4k | 46.12 |
|
| Texas Roadhouse (TXRH) | 0.1 | $247k | NEW | 1.5k | 166.63 |
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.1 | $239k | NEW | 2.1k | 116.53 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $239k | -25% | 1.7k | 139.78 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $236k | NEW | 2.7k | 87.99 |
|
| Voya Financial (VOYA) | 0.1 | $231k | NEW | 3.4k | 67.76 |
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.1 | $230k | -74% | 11k | 20.70 |
|
| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 0.1 | $228k | 9.1k | 25.16 |
|
|
| Navient Corporation equity (NAVI) | 0.1 | $220k | NEW | 17k | 12.63 |
|
| Rent-A-Center (UPBD) | 0.1 | $215k | NEW | 9.0k | 23.96 |
|
| General Dynamics Corporation (GD) | 0.1 | $215k | NEW | 787.00 | 272.58 |
|
| Red Rock Resorts Cl A (RRR) | 0.1 | $210k | NEW | 4.8k | 43.37 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $209k | -77% | 3.8k | 54.76 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $208k | -86% | 2.0k | 103.47 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $203k | NEW | 661.00 | 306.54 |
|
| Comfort Systems USA (FIX) | 0.1 | $203k | +26% | 628.00 | 322.39 |
|
| Wisdomtree Tr Jpn Scap Hdg Eqt (DXJS) | 0.1 | $202k | -31% | 5.8k | 35.00 |
|
| RBB Us Trsry 6 Mnth (XBIL) | 0.1 | $202k | NEW | 4.0k | 50.17 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $202k | NEW | 393.00 | 513.30 |
|
| First Tr Exchange Traded Cloud Computing (SKYY) | 0.1 | $201k | NEW | 2.0k | 102.23 |
|
| Monro Muffler Brake (MNRO) | 0.0 | $179k | NEW | 12k | 14.47 |
|
| Hope Ban (HOPE) | 0.0 | $158k | -4% | 15k | 10.47 |
|
| Brookline Ban (BRKL) | 0.0 | $155k | -4% | 14k | 10.90 |
|
| Viatris (VTRS) | 0.0 | $124k | NEW | 14k | 8.71 |
|
Past Filings by Wbi Investments
SEC 13F filings are viewable for Wbi Investments going back to 2011
- Wbi Investments 2025 Q1 filed May 22, 2025
- Wbi Investments 2024 Q4 filed Feb. 14, 2025
- Wbi Investments 2024 Q3 filed Nov. 12, 2024
- Wbi Investments 2024 Q2 filed July 30, 2024
- Wbi Investments 2024 Q1 filed May 3, 2024
- Wbi Investments 2023 Q4 filed Feb. 9, 2024
- Wbi Investments 2023 Q3 filed Nov. 9, 2023
- Wbi Investments 2023 Q2 filed Aug. 7, 2023
- Wbi Investments 2023 Q1 filed May 15, 2023
- Wbi Investments 2022 Q4 filed Feb. 13, 2023
- Wbi Investments 2022 Q3 filed Oct. 26, 2022
- Wbi Investments 2022 Q2 filed July 25, 2022
- Wbi Investments 2022 Q1 filed May 2, 2022
- Wbi Investments 2021 Q4 filed Jan. 28, 2022
- Wbi Investments 2021 Q3 filed Nov. 9, 2021
- Wbi Investments 2021 Q2 restated filed Aug. 13, 2021