Fund HoldingsWBI INVESTMENTS, LLC

Total Portfolio Value
$416.37M
Total Bought
$145.56M
Total Sold
$142.81M
Net Transaction
+$2.75M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
BERKLEY W R CORP067,612+67,61203,8360.92%+3,836
ISHARES TR0125,366+125,36603,4280.82%+3,428
VANECK ETF TRUST
IG FLOA RATE ETF
0134,450+134,45003,4240.82%+3,424
WISDOMTREE TR(WT)0152,632+152,63203,4220.82%+3,422
CVS HEALTH CORP(CVS)051,101+51,10103,2130.77%+3,213
J P MORGAN EXCHANGE TRADED F
JPMORGAM LTD DUR
060,668+60,66803,1640.76%+3,164
BECTON DICKINSON & CO(BDX)012,866+12,86603,1020.75%+3,102
FIRST TR EXCHANGE-TRADED FD067,328+67,32803,0900.74%+3,090
THE CIGNA GROUP(CI)013,498+13,49804,6761.12%+4,676
UNITED PARCEL SERVICE INC(UPS)020,922+20,92202,8530.69%+2,853
WHIRLPOOL CORP(WHR)29,25452,838+23,5842,9905,6541.36%+2,664
ISHARES TR
0-5 YR TIPS ETF
026,309+26,30902,6660.64%+2,666
CLEARWAY ENERGY INC084,633+84,63302,4100.58%+2,410
DTE ENERGY CO(DTB)018,527+18,52702,3790.57%+2,379
CNH INDL N V
SHS
0196,964+196,96402,1860.53%+2,186
INTERPUBLIC GROUP COS INC068,998+68,99802,1820.52%+2,182
PRICE T ROWE GROUP INC(TROW)018,490+18,49002,0140.48%+2,014
INTERNATIONAL BUSINESS MACHS(IBM)08,830+8,83001,9520.47%+1,952
KRAFT HEINZ CO(KHC)086,860+86,86003,0500.73%+3,050
UGI CORP NEW(UGI)075,755+75,75501,8950.46%+1,895
KRANESHARES TRUST054,405+54,40501,8510.44%+1,851
VANGUARD MALVERN FDS042,012+42,01202,0720.50%+2,072
UNUM GROUP(UNM)029,778+29,77801,7700.43%+1,770
YUM CHINA HLDGS INC(YUMC)037,289+37,28901,6790.40%+1,679
INVESCO EXCH TRADED FD TR II
SR LN ETF
075,822+75,82201,5930.38%+1,593
ABSOLUTE SHS TR
WBI PWR FACTOR
0931,812+931,812029,2097.02%+29,209
CMS ENERGY CORP(CMS)020,947+20,94701,4790.36%+1,479
SHERWIN WILLIAMS CO(SHW)03,864+3,86401,4750.35%+1,475
T-MOBILE US INC(TMUS)07,096+7,09601,4640.35%+1,464
FRANKLIN RESOURCES INC(BEN)072,649+72,64901,4640.35%+1,464
RESMED INC(RMD)05,988+5,98801,4620.35%+1,462
OCCIDENTAL PETE CORP(OXY)028,235+28,23501,4550.35%+1,455
FAIR ISAAC CORP(FICO)0733+73301,4250.34%+1,425
3M CO(MMM)010,394+10,39401,4210.34%+1,421
CONAGRA BRANDS INC(CAG)90,234122,388+32,1542,5643,9800.96%+1,416
AFLAC INC(AFL)3,82515,450+11,6253421,7270.41%+1,386
S&P GLOBAL INC(SPGI)02,622+2,62201,3550.33%+1,355
ALNYLAM PHARMACEUTICALS INC(ALNY)04,804+4,80401,3210.32%+1,321
LENNAR CORP(LEN)06,906+6,90601,2950.31%+1,295
HEICO CORP NEW(HEI)04,919+4,91901,2860.31%+1,286
REGIONS FINANCIAL CORP NEW(RF)63,220105,775+42,5551,2672,4680.59%+1,201
PRUDENTIAL FINL INC(PFH)029,520+29,52003,5750.86%+3,575
AMERICAN EXPRESS CO(AXP)04,310+4,31001,1690.28%+1,169
CARTERS INC(CRI)017,748+17,74801,1530.28%+1,153
ZOETIS INC(ZTS)05,604+5,60401,0950.26%+1,095
MOTOROLA SOLUTIONS INC(MSI)02,419+2,41901,0880.26%+1,088
ADOBE INC(ADBE)03,369+3,36901,7440.42%+1,744
VICTORY PORTFOLIOS II
SHS FR CA FL ETF
0233,718+233,71807,7831.87%+7,783
GILEAD SCIENCES INC(GILD)9,74419,415+9,6716691,6280.39%+959
TYLER TECHNOLOGIES INC(TYL)01,637+1,63709560.23%+956
SCHWAB CHARLES CORP(SCHW)014,187+14,18709190.22%+919
LENNOX INTL INC(LII)01,507+1,50709110.22%+911
ELECTRONIC ARTS INC(EA)06,272+6,27209000.22%+900
SALESFORCE INC(CRM)03,278+3,27808970.22%+897
SCHLUMBERGER LTD(SLB)020,557+20,55708620.21%+862
CAL MAINE FOODS INC(CALM)011,254+11,25408420.20%+842
EMCOR GROUP INC(EME)3,3014,705+1,4041,2052,0260.49%+821
ABBVIE INC(ABBV)04,125+4,12508150.20%+815
CARVANA CO(CVNA)04,659+4,65908110.19%+811
D R HORTON INC(DHI)04,252+4,25208110.19%+811
QUANTA SVCS INC02,718+2,71808100.19%+810
DBX ETF TR021,934+21,93408100.19%+810
MERCADOLIBRE INC(MELI)0391+39108020.19%+802
PALANTIR TECHNOLOGIES INC(PLTR)021,414+21,41407970.19%+797
MCKESSON CORP(MCK)01,609+1,60907960.19%+796
ROBLOX CORP(RBLX)017,778+17,77807870.19%+787
EQUIFAX INC(EFX)02,592+2,59207620.18%+762
STARBUCKS CORP(SBUX)07,729+7,72907540.18%+754
UNITED RENTALS INC(URI)0927+92707510.18%+751
PARKER-HANNIFIN CORP(PH)01,187+1,18707500.18%+750
AMETEK INC04,330+4,33007440.18%+744
NEXSTAR MEDIA GROUP INC(NXST)04,490+4,49007420.18%+742
TARGET CORP(TGT)04,742+4,74207390.18%+739
FISERV INC(FISV)03,972+3,97207140.17%+714
MONGODB INC(MDB)02,600+2,60007030.17%+703
ILLUMINA INC(ILMN)05,313+5,31306930.17%+693
PEPSICO INC(PEP)04,025+4,02506840.16%+684
GUESS INC030,043+30,04306050.15%+605
DIAMONDBACK ENERGY INC(FANG)03,489+3,48906020.14%+602
MERCK & CO INC(MRK)05,178+5,17805880.14%+588
JOHNSON & JOHNSON(JNJ)03,486+3,48605650.14%+565
TYSON FOODS INC(TSN)09,470+9,47005640.14%+564
MEDTRONIC PLC(MDT)06,256+6,25605630.14%+563
ARCH CAP GROUP LTD
ORD
05,016+5,01605610.13%+561
KENVUE INC(KVUE)024,159+24,15905590.13%+559
DARDEN RESTAURANTS INC(DRI)03,330+3,33005470.13%+547
GRAINGER W W INC(GWW)0510+51005300.13%+530
SYSCO CORP(SYY)06,783+6,78305290.13%+529
RTX CORPORATION(RTX)04,334+4,33405250.13%+525
DOMINION ENERGY INC(D)58,45258,504+522,8643,3810.81%+517
VIPER ENERGY INC(VNOM)010,890+10,89004910.12%+491
DISCOVER FINL SVCS03,501+3,50104910.12%+491
HEWLETT PACKARD ENTERPRISE C(HPE)023,660+23,66004840.12%+484
REYNOLDS CONSUMER PRODS INC(REYN)015,506+15,50604820.12%+482
CINCINNATI FINL CORP(CINF)03,540+3,54004820.12%+482
HONEYWELL INTL INC(HON)02,305+2,30504760.11%+476
PPG INDS INC(PPG)03,575+3,57504740.11%+474
MUELLER INDS INC(MLI)06,332+6,33204690.11%+469
PERMIAN RESOURCES CORP(PR)83,260132,836+49,5761,3451,8080.43%+463
BOYD GAMING CORP(BYD)07,075+7,07504570.11%+457
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