Fund HoldingsWBI INVESTMENTS, LLC

Total Portfolio Value
$379.78M
Total Bought
$149.82M
Total Sold
$163.00M
Net Transaction
-$13.19M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
CVS HEALTH CORP(CVS)073,562+73,56204,9841.31%+4,984
ADT INC DEL(ADT)0497,387+497,38704,0491.07%+4,049
INVESCO QQQ TR8,19417,310+9,1164,1898,1172.14%+3,928
FMC CORP(FMC)077,256+77,25603,2590.86%+3,259
INVESCO EXCH TRADED FD TR II051,573+51,57303,1830.84%+3,183
AFLAC INC(AFL)027,484+27,48403,0560.80%+3,056
PRIMERICA INC(PRI)010,088+10,08802,8700.76%+2,870
HARTFORD INSURANCE GROUP INC(HIG)021,855+21,85502,7040.71%+2,704
FORD MTR CO(F)304,027566,746+262,7193,0105,6841.50%+2,675
HERSHEY CO(HSY)015,637+15,63702,6740.70%+2,674
SCHLUMBERGER LTD(SLB)063,948+63,94802,6730.70%+2,673
AES CORP(AES)0213,023+213,02302,6460.70%+2,646
AT&T INC(T)0200,917+200,91705,6821.50%+5,682
VIPER ENERGY INC(VNOM)056,051+56,05102,5310.67%+2,531
FIRST AMERN FINL CORP(FAF)038,157+38,15702,5040.66%+2,504
PULTE GROUP INC(PHM)023,806+23,80602,4470.64%+2,447
MCKESSON CORP(MCK)03,563+3,56302,3980.63%+2,398
MICROSOFT CORP(MSFT)06,257+6,25702,3490.62%+2,349
MONSTER BEVERAGE CORP NEW039,958+39,95802,3380.62%+2,338
FIDELITY COVINGTON TRUST065,318+65,31803,3400.88%+3,340
INTERNATIONAL BUSINESS MACHS(IBM)010,170+10,17002,5290.67%+2,529
CBOE GLOBAL MKTS INC(CBOE)09,780+9,78002,2130.58%+2,213
UNITED PARCEL SERVICE INC(UPS)24,38948,011+23,6223,0755,2811.39%+2,205
FIDELITY COVINGTON TRUST033,376+33,37602,2800.60%+2,280
SONOCO PRODS CO(SON)039,894+39,89401,8850.50%+1,885
SOUTHWEST GAS HLDGS INC(SWX)026,180+26,18001,8800.49%+1,880
ELECTRONIC ARTS INC(EA)014,607+14,60702,1110.56%+2,111
EMERSON ELEC CO(EMR)016,260+16,26001,7830.47%+1,783
PIMCO ETF TR
MTG BKD SECS ACT
035,870+35,87001,7610.46%+1,761
NVIDIA CORPORATION(NVDA)4,37121,568+17,1975872,3380.62%+1,751
GE AEROSPACE(GE)08,276+8,27601,6560.44%+1,656
HCA HEALTHCARE INC(HCA)04,716+4,71601,6290.43%+1,629
SPDR SER TR
STATE STRET SPDR
084,396+84,39601,6200.43%+1,620
PROGRESSIVE CORP(PGR)05,548+5,54801,5700.41%+1,570
TRANSDIGM GROUP INC(TDG)01,134+1,13401,5690.41%+1,569
TEXAS PACIFIC LAND CORPORATI(TPL)01,140+1,14001,5100.40%+1,510
GALLAGHER ARTHUR J & CO(AJG)04,315+4,31501,4900.39%+1,490
PACER FDS TR
LUNT LRG CP ALTR
086,117+86,11702,9980.79%+2,998
UGI CORP NEW(UGI)080,887+80,88702,6750.70%+2,675
TYSON FOODS INC(TSN)020,835+20,83501,3290.35%+1,329
YUM BRANDS INC(YUM)08,396+8,39601,3210.35%+1,321
MERCADOLIBRE INC(MELI)0673+67301,3120.35%+1,312
KRANESHARES TRUST046,452+46,45201,3110.35%+1,311
DBX ETF TR035,239+35,23901,2740.34%+1,274
INTERDIGITAL INC(IDCC)06,140+6,14001,2690.33%+1,269
APA CORPORATION(APA)060,089+60,08901,2630.33%+1,263
VICTORY PORTFOLIOS II
VICT SMA CAP ETF
050,458+50,45801,2380.33%+1,238
ELEVANCE HEALTH INC(ELV)02,816+2,81601,2250.32%+1,225
EVERSOURCE ENERGY(ES)019,232+19,23201,1950.31%+1,195
MONDELEZ INTL INC(MDLZ)017,513+17,51301,1880.31%+1,188
PAPA JOHNS INTL INC025,840+25,84001,0620.28%+1,062
AMGEN INC(AMGN)03,232+3,23201,0070.27%+1,007
PORTLAND GEN ELEC CO(POR)022,276+22,27609940.26%+994
ORGANON & CO(OGN)063,552+63,55209460.25%+946
META PLATFORMS INC(META)02,177+2,17701,2550.33%+1,255
ANGEL OAK FUNDS TRUST
HIGH YIE OPP ETF
082,595+82,59509060.24%+906
BECTON DICKINSON & CO(BDX)03,806+3,80608720.23%+872
AMERICAN ELEC PWR CO INC07,740+7,74008460.22%+846
COMCAST CORP NEW022,864+22,86408440.22%+844
PACER FDS TR
US CHS CWS GWT
019,190+19,19008430.22%+843
COMERICA INC013,716+13,71608100.21%+810
HOWMET AEROSPACE INC(HWM)06,058+6,05807860.21%+786
ISHARES TR034,961+34,96103,8261.01%+3,826
AMEREN CORP(AEE)07,540+7,54007570.20%+757
NEWMARKET CORP(NEU)7091,989+1,2803751,1270.30%+752
ISHARES TR018,529+18,52901,9640.52%+1,964
CHARTER COMMUNICATIONS INC N(CHTR)01,989+1,98907330.19%+733
COPART INC(CPRT)012,617+12,61707140.19%+714
LAM RESEARCH CORP(LRCX)17,20426,901+9,6971,2431,9560.51%+713
SS&C TECHNOLOGIES HLDGS INC(SSNC)08,088+8,08806760.18%+676
POLARIS INC(PII)016,113+16,11306600.17%+660
PACER FDS TR
US LRG CP CASH
021,183+21,18306520.17%+652
INVESCO EXCH TRADED FD TR II
INVESCO PHLX SM
018,226+18,22606130.16%+613
TCW ETF TRUST
SENIOR LOAN ETF
012,816+12,81606060.16%+606
FLOWERS FOODS INC(FLO)031,151+31,15105920.16%+592
MORGAN STANLEY ETF TRUST
EATO VA DURA ETF
011,571+11,57105870.15%+587
ASSURANT INC(AIZ)02,790+2,79005850.15%+585
DIREXION SHS ETF TR0255,259+255,25907,4891.97%+7,489
SPDR SER TR
ST STR RATE ETF
018,489+18,48905700.15%+570
T-MOBILE US INC(TMUS)02,066+2,06605510.15%+551
ONEOK INC NEW(OKE)05,456+5,45605410.14%+541
TESLA INC(TSLA)5902,978+2,3882387720.20%+534
VERIZON COMMUNICATIONS INC079,790+79,79003,6190.95%+3,619
CINCINNATI FINL CORP(CINF)03,604+3,60405320.14%+532
BERKSHIRE HATHAWAY INC DEL0973+97305180.14%+518
SELECT SECTOR SPDR TR025,202+25,20202,0580.54%+2,058
OLD REP INTL CORP(ORI)64,06471,575+7,5112,3182,8070.74%+489
SCHWAB STRATEGIC TR018,374+18,37404470.12%+447
VANECK ETF TRUST014,821+14,82104280.11%+428
ALPHABET INC(GOOG)02,695+2,69504170.11%+417
BROADCOM INC(AVGO)02,483+2,48304160.11%+416
LCI INDS(LCII)04,580+4,58004000.11%+400
ABSOLUTE SHS TR
WBI BBR VAL 3000
0652,270+652,270018,7584.94%+18,758
UNION PAC CORP(UNP)01,593+1,59303760.10%+376
INVESCO ACTIVELY MANAGED EXC
ULTRA SHRT DUR
06,979+6,97903500.09%+350
JPMORGAN CHASE & CO.(JPM)01,358+1,35803330.09%+333
WABTEC(WAB)01,823+1,82303310.09%+331
ISHARES U S ETF TR
SHOR DURA BD ETF
06,495+6,49503300.09%+330
ELI LILLY & CO(LLY)0400+40003300.09%+330
WILLIS TOWERS WATSON PLC LTD(WTW)3,9264,610+6841,2301,5580.41%+328
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