Wbi Investments as of Sept. 30, 2019
Portfolio Holdings for Wbi Investments
Wbi Investments holds 206 positions in its portfolio as reported in the September 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Ishares Tr broad usd high (USHY) | 10.9 | $115M | 2.8M | 40.95 | |
Dbx Etf Tr deutsche usd etf (HYLB) | 5.9 | $62M | 1.2M | 50.08 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 5.1 | $53M | 612k | 87.17 | |
Absolute Shs Tr wbi tct inc sh | 4.3 | $46M | 1.8M | 25.56 | |
Absolute Shs Tr wbi lgcp tc yl (WBIG) | 4.1 | $44M | 1.8M | 23.78 | |
Absolute Shs Tr wbi pwr fctr etf (WBIY) | 3.6 | $38M | 1.5M | 24.44 | |
Absolute Shs Tr wbi lg tac gth | 3.1 | $32M | 1.2M | 27.19 | |
Absolute Shs Tr wbi lg cp tcvl (WBIF) | 2.8 | $29M | 1.1M | 26.86 | |
Absolute Shs Tr wbi lgcp tc sl (WBIL) | 2.6 | $27M | 1.0M | 26.68 | |
Spdr Bloomberg Barclays High Yield Bond Etf etf (JNK) | 2.1 | $23M | 208k | 108.74 | |
Absolute Shs Tr Wbi Bulbear Tr Added etf | 1.6 | $17M | 796k | 20.97 | |
Verizon Communications (VZ) | 1.4 | $15M | 242k | 60.36 | |
International Business Machines (IBM) | 1.4 | $14M | 98k | 145.42 | |
Ross Stores (ROST) | 1.3 | $14M | 129k | 109.85 | |
Campbell Soup Company (CPB) | 1.3 | $14M | 293k | 46.92 | |
Hasbro (HAS) | 1.2 | $13M | 108k | 118.71 | |
Abbvie (ABBV) | 1.1 | $12M | 154k | 75.72 | |
Texas Instruments Incorporated (TXN) | 1.1 | $11M | 88k | 129.24 | |
Absolute Shs Tr wbi bulbear tr | 1.1 | $11M | 543k | 20.39 | |
Nike (NKE) | 1.0 | $11M | 116k | 93.92 | |
Huntington Bancshares Incorporated (HBAN) | 1.0 | $10M | 714k | 14.27 | |
Procter & Gamble Company (PG) | 0.9 | $10M | 80k | 124.37 | |
Lpl Financial Holdings (LPLA) | 0.9 | $9.9M | 121k | 81.90 | |
Cdw (CDW) | 0.9 | $9.7M | 79k | 123.23 | |
Accenture (ACN) | 0.9 | $9.3M | 49k | 192.34 | |
Merck & Co (MRK) | 0.9 | $9.2M | 109k | 84.19 | |
Vanguard Long Term Corporate Bond ETF (VCLT) | 0.9 | $9.2M | 91k | 101.14 | |
Illinois Tool Works (ITW) | 0.8 | $8.4M | 54k | 156.49 | |
Microsoft Corporation (MSFT) | 0.8 | $8.0M | 58k | 139.03 | |
Ford Motor Company (F) | 0.8 | $8.0M | 876k | 9.16 | |
iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.8 | $8.0M | 71k | 112.47 | |
C.H. Robinson Worldwide (CHRW) | 0.7 | $7.8M | 92k | 84.78 | |
Bank of America Corporation (BAC) | 0.7 | $7.5M | 258k | 29.17 | |
Omni (OMC) | 0.7 | $7.6M | 97k | 78.31 | |
Principal Financial (PFG) | 0.7 | $7.4M | 130k | 57.14 | |
Visa (V) | 0.7 | $7.5M | 44k | 171.99 | |
Cisco Systems (CSCO) | 0.7 | $7.1M | 143k | 49.41 | |
Intuit (INTU) | 0.6 | $6.6M | 25k | 265.94 | |
Applied Materials (AMAT) | 0.6 | $6.5M | 131k | 49.90 | |
Estee Lauder Companies (EL) | 0.6 | $6.3M | 32k | 198.96 | |
Bristol Myers Squibb (BMY) | 0.6 | $6.2M | 122k | 50.71 | |
Target Corporation (TGT) | 0.6 | $6.2M | 58k | 106.91 | |
Leggett & Platt (LEG) | 0.6 | $6.1M | 150k | 40.94 | |
Regions Financial Corporation (RF) | 0.6 | $5.9M | 371k | 15.82 | |
Vanguard Intmdte Tm Govt Bd ETF (VGIT) | 0.5 | $5.7M | 86k | 66.67 | |
At&t (T) | 0.5 | $5.3M | 140k | 37.84 | |
S&p Global (SPGI) | 0.5 | $5.2M | 21k | 244.97 | |
Seagate Technology Com Stk | 0.5 | $5.1M | 95k | 53.79 | |
Travelers Companies (TRV) | 0.5 | $4.9M | 33k | 148.68 | |
eBay (EBAY) | 0.5 | $4.9M | 125k | 38.99 | |
Oracle Corporation (ORCL) | 0.5 | $4.9M | 89k | 55.03 | |
Maximus (MMS) | 0.5 | $4.9M | 63k | 77.27 | |
Nielsen Hldgs Plc Shs Eur | 0.5 | $4.9M | 229k | 21.25 | |
Expeditors International of Washington (EXPD) | 0.4 | $4.7M | 63k | 74.28 | |
Valero Energy Corporation (VLO) | 0.4 | $4.6M | 54k | 85.24 | |
Nxp Semiconductors N V (NXPI) | 0.4 | $4.6M | 42k | 109.11 | |
Citizens Financial (CFG) | 0.4 | $4.6M | 131k | 35.37 | |
EnPro Industries (NPO) | 0.4 | $4.3M | 63k | 68.64 | |
Navient Corporation equity (NAVI) | 0.4 | $4.2M | 328k | 12.80 | |
Cardinal Health (CAH) | 0.4 | $3.9M | 84k | 47.19 | |
Fnf (FNF) | 0.4 | $3.9M | 87k | 44.41 | |
Nordstrom (JWN) | 0.3 | $3.6M | 108k | 33.67 | |
Lockheed Martin Corporation (LMT) | 0.3 | $3.7M | 9.5k | 390.02 | |
Altria (MO) | 0.3 | $3.6M | 89k | 40.90 | |
BB&T Corporation | 0.3 | $3.7M | 70k | 53.37 | |
Delta Air Lines (DAL) | 0.3 | $3.5M | 60k | 57.60 | |
PNC Financial Services (PNC) | 0.3 | $3.4M | 24k | 140.17 | |
Industries N shs - a - (LYB) | 0.3 | $3.4M | 38k | 89.48 | |
Allegion Plc equity (ALLE) | 0.3 | $3.4M | 33k | 103.64 | |
International Paper Company (IP) | 0.3 | $3.1M | 75k | 41.82 | |
Qualcomm (QCOM) | 0.3 | $3.2M | 42k | 76.29 | |
Kellogg Company (K) | 0.3 | $3.1M | 49k | 64.35 | |
Absolute Shs Tr wbi smid tacsl | 0.3 | $3.2M | 162k | 19.46 | |
Tyson Foods (TSN) | 0.3 | $3.1M | 36k | 86.14 | |
Benchmark Electronics (BHE) | 0.3 | $3.0M | 104k | 29.06 | |
Absolute Shs Tr wbi smid tacgw | 0.3 | $2.9M | 137k | 21.53 | |
Absolute Shs Tr wbi smid tacyl | 0.3 | $2.8M | 157k | 18.05 | |
Westrock (WRK) | 0.3 | $2.8M | 78k | 36.45 | |
Home Depot (HD) | 0.3 | $2.8M | 12k | 231.96 | |
Maxim Integrated Products | 0.3 | $2.8M | 48k | 57.91 | |
Matson (MATX) | 0.3 | $2.7M | 72k | 37.51 | |
Hormel Foods Corporation (HRL) | 0.2 | $2.6M | 60k | 43.74 | |
Te Connectivity Ltd for (TEL) | 0.2 | $2.6M | 28k | 93.13 | |
Nextera Energy (NEE) | 0.2 | $2.5M | 11k | 232.99 | |
Activision Blizzard | 0.2 | $2.6M | 48k | 52.92 | |
Northern Trust Corporation (NTRS) | 0.2 | $2.4M | 26k | 93.32 | |
United Parcel Service (UPS) | 0.2 | $2.4M | 20k | 119.81 | |
Sherwin-Williams Company (SHW) | 0.2 | $2.4M | 4.3k | 549.97 | |
Capital One Financial (COF) | 0.2 | $2.4M | 27k | 90.96 | |
Universal Health Services (UHS) | 0.2 | $2.3M | 16k | 148.77 | |
Brinker International (EAT) | 0.2 | $2.4M | 55k | 42.68 | |
Discover Financial Services (DFS) | 0.2 | $2.2M | 28k | 81.10 | |
W.W. Grainger (GWW) | 0.2 | $2.2M | 7.4k | 297.14 | |
Santander Consumer Usa | 0.2 | $2.2M | 85k | 25.54 | |
Absolute Shs Tr wbi smid tacva | 0.2 | $2.2M | 100k | 22.10 | |
Progressive Corporation (PGR) | 0.2 | $2.1M | 27k | 77.27 | |
Greif (GEF) | 0.2 | $2.1M | 55k | 37.89 | |
Kohl's Corporation (KSS) | 0.2 | $2.1M | 42k | 49.66 | |
New York Community Ban | 0.2 | $2.1M | 171k | 12.55 | |
Wyndham Worldwide Corporation | 0.2 | $2.1M | 45k | 46.05 | |
Amgen (AMGN) | 0.2 | $1.9M | 9.7k | 193.55 | |
Chemours (CC) | 0.2 | $1.9M | 128k | 14.94 | |
Macy's (M) | 0.2 | $1.8M | 117k | 15.54 | |
Gap (GAP) | 0.2 | $1.8M | 106k | 17.36 | |
McKesson Corporation (MCK) | 0.2 | $1.7M | 13k | 136.62 | |
Amphenol Corporation (APH) | 0.2 | $1.7M | 17k | 96.51 | |
SYSCO Corporation (SYY) | 0.1 | $1.6M | 20k | 79.43 | |
IDEX Corporation (IEX) | 0.1 | $1.5M | 9.4k | 163.88 | |
PacWest Ban | 0.1 | $1.6M | 44k | 36.34 | |
Flowers Foods (FLO) | 0.1 | $1.6M | 69k | 23.16 | |
Invesco (IVZ) | 0.1 | $1.5M | 88k | 16.94 | |
Realogy Hldgs (HOUS) | 0.1 | $1.4M | 217k | 6.68 | |
Tapestry (TPR) | 0.1 | $1.5M | 56k | 26.06 | |
Western Union Company (WU) | 0.1 | $1.3M | 58k | 23.17 | |
Harley-Davidson (HOG) | 0.1 | $1.3M | 37k | 35.97 | |
Bwx Technologies (BWXT) | 0.1 | $1.3M | 23k | 57.20 | |
Interpublic Group of Companies (IPG) | 0.1 | $1.3M | 59k | 21.56 | |
General Mills (GIS) | 0.1 | $1.2M | 22k | 55.13 | |
Key (KEY) | 0.1 | $1.3M | 70k | 17.84 | |
Paypal Holdings (PYPL) | 0.1 | $1.2M | 12k | 103.63 | |
Primerica (PRI) | 0.1 | $1.1M | 8.9k | 127.21 | |
Amc Entmt Hldgs Inc Cl A | 0.1 | $1.1M | 107k | 10.70 | |
Plains Gp Holdings Lp-cl A (PAGP) | 0.1 | $1.2M | 55k | 21.22 | |
Hanesbrands (HBI) | 0.1 | $1.1M | 70k | 15.31 | |
Prudential Financial (PRU) | 0.1 | $1.1M | 12k | 89.96 | |
Booz Allen Hamilton Holding Corporation (BAH) | 0.1 | $1.1M | 15k | 71.11 | |
Ameriprise Financial (AMP) | 0.1 | $975k | 6.6k | 147.17 | |
H&R Block (HRB) | 0.1 | $992k | 42k | 23.61 | |
F.N.B. Corporation (FNB) | 0.1 | $957k | 83k | 11.54 | |
Knoll | 0.1 | $960k | 38k | 25.34 | |
M.D.C. Holdings | 0.1 | $901k | 21k | 43.11 | |
B&G Foods (BGS) | 0.1 | $918k | 49k | 18.91 | |
National Gen Hldgs | 0.1 | $915k | 40k | 23.03 | |
Hubbell (HUBB) | 0.1 | $917k | 7.0k | 131.38 | |
CVB Financial (CVBF) | 0.1 | $884k | 42k | 20.87 | |
Wells Fargo & Company (WFC) | 0.1 | $849k | 17k | 50.46 | |
MSC Industrial Direct (MSM) | 0.1 | $873k | 12k | 72.53 | |
CVR Energy (CVI) | 0.1 | $855k | 19k | 44.02 | |
Northrop Grumman Corporation (NOC) | 0.1 | $727k | 1.9k | 374.94 | |
Williams-Sonoma (WSM) | 0.1 | $687k | 10k | 67.97 | |
Chico's FAS | 0.1 | $733k | 182k | 4.03 | |
Teradyne (TER) | 0.1 | $692k | 12k | 57.93 | |
PetMed Express (PETS) | 0.1 | $702k | 39k | 18.03 | |
Virtu Financial Inc Class A (VIRT) | 0.1 | $777k | 48k | 16.35 | |
Pulte (PHM) | 0.1 | $626k | 17k | 36.57 | |
Waddell & Reed Financial | 0.1 | $655k | 38k | 17.18 | |
Lowe's Companies (LOW) | 0.1 | $656k | 6.0k | 109.90 | |
Abercrombie & Fitch (ANF) | 0.1 | $613k | 39k | 15.60 | |
Hilltop Holdings (HTH) | 0.1 | $588k | 25k | 23.86 | |
Toll Brothers (TOL) | 0.1 | $580k | 14k | 41.06 | |
Alaska Air (ALK) | 0.1 | $589k | 9.1k | 64.90 | |
Artisan Partners (APAM) | 0.1 | $610k | 22k | 28.26 | |
Csw Industrials (CSWI) | 0.1 | $677k | 9.8k | 69.07 | |
Covanta Holding Corporation | 0.1 | $551k | 32k | 17.28 | |
Franklin Electric (FELE) | 0.1 | $550k | 12k | 47.83 | |
Office Depot | 0.1 | $525k | 300k | 1.75 | |
Big Lots (BIGGQ) | 0.1 | $480k | 20k | 24.52 | |
Silgan Holdings (SLGN) | 0.1 | $575k | 19k | 30.02 | |
Boston Private Financial Holdings | 0.1 | $478k | 41k | 11.66 | |
Invesco S&p 500 Equal Wt Hlth Care Etf exchange traded fund (RSPH) | 0.1 | $540k | 2.8k | 196.15 | |
Legg Mason | 0.0 | $372k | 9.8k | 38.16 | |
Exxon Mobil Corporation (XOM) | 0.0 | $393k | 5.6k | 70.63 | |
Steelcase (SCS) | 0.0 | $388k | 21k | 18.42 | |
Union Pacific Corporation (UNP) | 0.0 | $449k | 2.8k | 161.86 | |
John Wiley & Sons (WLY) | 0.0 | $405k | 9.2k | 43.96 | |
First Horizon National Corporation (FHN) | 0.0 | $403k | 25k | 16.19 | |
Zions Bancorporation (ZION) | 0.0 | $457k | 10k | 44.58 | |
Cinemark Holdings (CNK) | 0.0 | $395k | 10k | 38.65 | |
Weis Markets (WMK) | 0.0 | $385k | 10k | 38.17 | |
Sandy Spring Ban (SASR) | 0.0 | $404k | 12k | 33.74 | |
New Media Inv Grp | 0.0 | $453k | 51k | 8.82 | |
Synovus Finl (SNV) | 0.0 | $397k | 11k | 35.78 | |
Hope Ban (HOPE) | 0.0 | $472k | 33k | 14.35 | |
Xperi | 0.0 | $405k | 20k | 20.68 | |
Invesco Exchng Traded Fd Tr s&p midcp low (XMLV) | 0.0 | $378k | 7.2k | 52.59 | |
Reinsurance Group of America (RGA) | 0.0 | $267k | 1.7k | 159.98 | |
Federated Investors (FHI) | 0.0 | $284k | 8.8k | 32.41 | |
Lincoln Electric Holdings (LECO) | 0.0 | $281k | 3.2k | 86.73 | |
Newell Rubbermaid (NWL) | 0.0 | $333k | 18k | 18.71 | |
Herman Miller (MLKN) | 0.0 | $286k | 6.2k | 46.09 | |
NewMarket Corporation (NEU) | 0.0 | $306k | 648.00 | 472.22 | |
Aaron's | 0.0 | $295k | 4.6k | 64.27 | |
Landstar System (LSTR) | 0.0 | $292k | 2.6k | 112.52 | |
Radian (RDN) | 0.0 | $270k | 12k | 22.87 | |
Amdocs Ltd ord (DOX) | 0.0 | $290k | 4.4k | 66.16 | |
Old National Ban (ONB) | 0.0 | $275k | 16k | 17.21 | |
Sonic Automotive (SAH) | 0.0 | $321k | 10k | 31.44 | |
Cheesecake Factory Incorporated (CAKE) | 0.0 | $307k | 7.4k | 41.74 | |
AZZ Incorporated (AZZ) | 0.0 | $310k | 7.1k | 43.63 | |
First American Financial (FAF) | 0.0 | $308k | 5.2k | 59.06 | |
John B. Sanfilippo & Son (JBSS) | 0.0 | $307k | 3.2k | 96.48 | |
Air Lease Corp (AL) | 0.0 | $274k | 6.5k | 41.83 | |
Independent Bank (IBTX) | 0.0 | $312k | 5.9k | 52.63 | |
Pentair cs (PNR) | 0.0 | $293k | 7.7k | 37.83 | |
Invesco S&p 500 High Div, Low V equities (SPHD) | 0.0 | $367k | 8.6k | 42.64 | |
Globe Life (GL) | 0.0 | $289k | 3.0k | 95.73 | |
American Eagle Outfitters (AEO) | 0.0 | $165k | 10k | 16.24 | |
Snap-on Incorporated (SNA) | 0.0 | $249k | 1.6k | 156.51 | |
CSG Systems International (CSGS) | 0.0 | $263k | 5.1k | 51.67 | |
Toro Company (TTC) | 0.0 | $243k | 3.3k | 73.37 | |
Oshkosh Corporation (OSK) | 0.0 | $208k | 2.7k | 75.74 | |
Columbia Sportswear Company (COLM) | 0.0 | $207k | 2.1k | 97.09 | |
Carpenter Technology Corporation (CRS) | 0.0 | $245k | 4.7k | 51.69 | |
Pacific Premier Ban (PPBI) | 0.0 | $233k | 7.5k | 31.20 | |
Wendy's/arby's Group (WEN) | 0.0 | $252k | 13k | 19.95 | |
Xerox Corp (XRX) | 0.0 | $263k | 8.8k | 29.91 |