Fund HoldingsWBI INVESTMENTS, LLC

Total Portfolio Value
$496.90M
Total Bought
$141.37M
Total Sold
$192.05M
Net Transaction
-$50.68M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ONEOK INC NEW(OKE)0148,151+148,15109,3971.89%+9,397
PIONEER NAT RES CO034,393+34,39307,8951.59%+7,895
HALLIBURTON CO(HAL)0167,798+167,79806,7961.37%+6,796
COTERRA ENERGY INC0230,362+230,36206,2311.25%+6,231
MARATHON PETE CORP(MPC)036,487+36,48705,5221.11%+5,522
ASSOCIATED BANC CORP0270,650+270,65004,6310.93%+4,631
APOLLO GLOBAL MGMT INC(APO)043,520+43,52003,9060.79%+3,906
SYNOPSYS INC(SNPS)08,300+8,30003,8090.77%+3,809
FIRST MERCHANTS CORP(FRME)0136,509+136,50903,7980.76%+3,798
PRUDENTIAL FINL INC(PFH)041,634+41,63403,9510.80%+3,951
CARRIER GLOBAL CORPORATION(CARR)065,611+65,61103,6220.73%+3,622
BLOCK H & R INC082,948+82,94803,5720.72%+3,572
HASBRO INC(HAS)049,208+49,20803,2540.65%+3,254
LPL FINL HLDGS INC(LPLA)013,567+13,56703,2240.65%+3,224
WILLIAMS COS INC(WMB)092,586+92,58603,1190.63%+3,119
LULULEMON ATHLETICA INC(LULU)08,071+8,07103,1120.63%+3,112
CNA FINL CORP(CNA)074,679+74,67902,9390.59%+2,939
CDW CORP(CDW)014,007+14,00702,8260.57%+2,826
EBAY INC.(EBAY)087,078+87,07803,8390.77%+3,839
CHURCH & DWIGHT CO INC(CHD)027,527+27,52702,5220.51%+2,522
METLIFE INC(MET)039,964+39,96402,5140.51%+2,514
ACCENTURE PLC IRELAND
SHS CLASS A
07,437+7,43702,2840.46%+2,284
HEWLETT PACKARD ENTERPRISE C(HPE)0127,916+127,91602,2220.45%+2,222
AUTOLIV INC(ALV)022,872+22,87202,2070.44%+2,207
BAKER HUGHES COMPANY(BKR)061,394+61,39402,1680.44%+2,168
FEDEX CORP(FDX)07,737+7,73702,0500.41%+2,050
VERISK ANALYTICS INC(VRSK)9,19817,068+7,8702,0794,0320.81%+1,953
ASSURANT INC(AIZ)012,327+12,32701,7700.36%+1,770
AFLAC INC(AFL)022,392+22,39201,7190.35%+1,719
MOTOROLA SOLUTIONS INC(MSI)05,921+5,92101,6120.32%+1,612
PATTERSON-UTI ENERGY INC(PTEN)0116,313+116,31301,6100.32%+1,610
INTUIT(INTU)03,150+3,15001,6090.32%+1,609
LENNOX INTL INC(LII)04,266+4,26601,5970.32%+1,597
MARSH & MCLENNAN COS INC(MRSH)016,448+16,44803,1300.63%+3,130
LENNAR CORP(LEN)013,907+13,90701,5610.31%+1,561
ARISTA NETWORKS INC08,216+8,21601,5110.30%+1,511
HILTON WORLDWIDE HLDGS INC(HLT)09,982+9,98201,4990.30%+1,499
VALERO ENERGY CORP(VLO)010,081+10,08101,4280.29%+1,428
PACCAR INC(PCAR)24,33140,735+16,4042,0353,4630.70%+1,428
CARDINAL HEALTH INC(CAH)25,24441,109+15,8652,3873,5690.72%+1,182
ADVANCED MICRO DEVICES INC(AMD)011,447+11,44701,1770.24%+1,177
MCKESSON CORP(MCK)4,8777,436+2,5592,0843,2330.65%+1,149
ORGANON & CO(OGN)060,188+60,18801,0450.21%+1,045
CATERPILLAR INC(CAT)08,554+8,55402,3350.47%+2,335
HNI CORP(HNI)031,799+31,79901,1010.22%+1,101
ALLISON TRANSMISSION HLDGS I(ALSN)013,378+13,37807900.16%+790
LEGGETT & PLATT INC(LEG)030,230+30,23007680.15%+768
ARES MANAGEMENT CORPORATION(ARES)07,300+7,30007510.15%+751
SIMMONS 1ST NATL CORP(SFNC)040,288+40,28806830.14%+683
VMWARE INC04,063+4,06306760.14%+676
SCHLUMBERGER LTD(SLB)011,567+11,56706740.14%+674
ARCH CAP GROUP LTD
ORD
07,906+7,90606300.13%+630
SERVICENOW INC(NOW)01,126+1,12606290.13%+629
KRAFT HEINZ CO(KHC)058,418+58,41801,9650.40%+1,965
PNC FINL SVCS GROUP INC(PNC)03,475+3,47504270.09%+427
GALLAGHER ARTHUR J & CO(AJG)8,1979,665+1,4681,8002,2030.44%+403
MSCI INC(MSCI)0737+73703780.08%+378
FIRST INTST BANCSYSTEM INC(FIBK)013,759+13,75903430.07%+343
DIREXION SHS ETF TR464,272471,746+7,47413,66314,0062.82%+343
KEYCORP(KEY)0170,804+170,80401,8380.37%+1,838
FULTON FINL CORP PA(FULT)026,928+26,92803260.07%+326
NORTHWEST BANCSHARES INC MD(NWBI)030,983+30,98303170.06%+317
WESBANCO INC(WSBC)012,910+12,91003150.06%+315
PHILLIPS 66(PSX)02,423+2,42302910.06%+291
SPDR SER TR
ST STR BACKE ETF
142,596161,892+19,2963,1243,3670.68%+243
ILLINOIS TOOL WKS INC(ITW)8,2469,876+1,6302,0632,2750.46%+212
CHORD ENERGY CORPORATION(CHRD)01,270+1,27002060.04%+206
MANAGED PORTFOLIO SERIES08,328+8,32802040.04%+204
ISHARES TR24,27527,100+2,8252,6122,8110.57%+198
VANGUARD INDEX FDS13,52114,792+1,2712,9783,1420.63%+164
ISHARES TR11,71912,824+1,1052,9823,1430.63%+160
ISHARES TR44,30545,550+1,2454,4584,5860.92%+127
ISHARES U S ETF TR
GSCI CMDTY STGY
039,384+39,38401,1480.23%+1,148
ISHARES TR26,11227,116+1,0042,8842,9960.60%+111
ADOBE INC(ADBE)4,0034,020+171,9572,0500.41%+92
ZIONS BANCORPORATION N A(ZION)013,734+13,73404790.10%+479
INTERNATIONAL PAPER CO(IP)84,79278,354-6,4382,6972,7790.56%+82
GLOBAL X FDS
S&P 500 QLT ETF
045,855+45,85501,3990.28%+1,399
SINCLAIR INC(SBGI)064,810+64,81007270.15%+727
VALLEY NATL BANCORP(VLY)049,473+49,47304230.09%+423
CITIZENS FINL GROUP INC(CFG)018,351+18,35104920.10%+492
SCHWAB STRATEGIC TR37,99739,167+1,1701,8261,8760.38%+50
CITIGROUP INC(C)08,937+8,93703680.07%+368
HOPE BANCORP INC(HOPE)037,843+37,84303350.07%+335
FIDELITY COVINGTON TRUST021,832+21,83201,3230.27%+1,323
TRUIST FINL CORP(TFC)017,871+17,87105110.10%+511
HUNTINGTON BANCSHARES INC(HBAN)043,780+43,78004550.09%+455
FIDELITY NATIONAL FINANCIAL(FNF)011,055+11,05504570.09%+457
PACIFIC PREMIER BANCORP015,328+15,32803340.07%+334
EAGLE BANCORP INC MD(EGBN)014,210+14,21003050.06%+305
INVESCO EXCH TRADED FD TR II05,874+5,87403450.07%+345
SPDR SER TR
ST SHO TREAS ETF
013,350+13,35003830.08%+383
SPDR SER TR
ST STR RATE ETF
101,154101,336+1823,1043,1130.63%+9
SANDY SPRING BANCORP INC014,932+14,93203200.06%+320
PROVIDENT FINL SVCS INC(PFS)019,541+19,54102990.06%+299
ALLY FINL INC(ALLY)014,319+14,31903820.08%+382
BANKUNITED INC(BKU)014,569+14,56903310.07%+331
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
64,48464,335-1493,2333,2280.65%-5
RBB FD INC
US TREASY 2 YR
033,388+33,38801,6010.32%+1,601
KINSALE CAP GROUP INC(KNSL)02,653+2,65301,0990.22%+1,099
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