Fund Holdings — WBI INVESTMENTS, LLC

Total Portfolio Value
$391.14M
Total Bought
$125.80M
Total Sold
$118.30M
Net Transaction
+$7.50M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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DIREXION SHS ETF TR2,325195,248+192,9232865,6101.43%+5,324
INTERDIGITAL INC(IDCC)09,330+9,33003,2210.82%+3,221
EDISON INTL(EIX)052,876+52,87602,9230.75%+2,923
PRIMORIS SVCS CORP(PRIM)019,538+19,53802,6830.69%+2,683
EVERSOURCE ENERGY(ES)036,542+36,54202,6000.66%+2,600
RED ROCK RESORTS INC038,734+38,73402,3650.60%+2,365
CHEMED CORP NEW(CHE)05,281+5,28102,3640.60%+2,364
UNION PAC CORP(UNP)08,234+8,23401,9460.50%+1,946
KLA CORP(KLAC)1,7063,216+1,5101,5283,4680.89%+1,940
ROYALTY PHARMA PLC(RPRX)054,266+54,26601,9150.49%+1,915
LAM RESEARCH CORP(LRCX)9,82521,051+11,2269562,8190.72%+1,862
CONOCOPHILLIPS(COP)2,76622,079+19,3132482,0880.53%+1,840
BRISTOL-MYERS SQUIBB CO(BMY)19,56659,803+40,2379062,6970.69%+1,791
ONEOK INC NEW(OKE)11,12535,768+24,6439082,6100.67%+1,702
INTERACTIVE BROKERS GROUP IN(IBKR)42,24558,027+15,7822,3413,9931.02%+1,652
JABIL INC(JBL)07,383+7,38301,6030.41%+1,603
ARISTA NETWORKS INC(ANET)010,968+10,96801,5980.41%+1,598
CONAGRA BRANDS INC(CAG)51,802144,926+93,1241,0602,6540.68%+1,593
ENERGIZER HLDGS INC NEW063,170+63,17001,5720.40%+1,572
TESLA INC(TSLA)1,3884,485+3,0974411,9950.51%+1,554
KRAFT HEINZ CO(KHC)36,56293,868+57,3069442,4440.62%+1,500
AUTODESK INC04,660+4,66001,4800.38%+1,480
POLARIS INC(PII)025,258+25,25801,4680.38%+1,468
MONOLITHIC PWR SYS INC(MPWR)01,567+1,56701,4430.37%+1,443
ROBINHOOD MKTS INC(HOOD)09,995+9,99501,4310.37%+1,431
KRANESHARES TRUST67,357101,677+34,3202,0003,2940.84%+1,295
ALTRIA GROUP INC(MO)43,46758,022+14,5552,5483,8330.98%+1,284
AMERICAN EXPRESS CO(AXP)3,0406,581+3,5419702,1860.56%+1,216
ROBERT HALF INC.(RHI)035,650+35,65001,2110.31%+1,211
BROADCOM INC(AVGO)03,585+3,58501,1830.30%+1,183
AMPHENOL CORP NEW09,310+9,31001,1520.29%+1,152
APPLOVIN CORP(APP)01,581+1,58101,1360.29%+1,136
CADENCE DESIGN SYSTEM INC(CDNS)03,140+3,14001,1030.28%+1,103
D R HORTON INC(DHI)06,412+6,41201,0870.28%+1,087
BAKER HUGHES COMPANY(BKR)021,734+21,73401,0590.27%+1,059
CBRE GROUP INC(CBRE)06,548+6,54801,0320.26%+1,032
APOLLO GLOBAL MGMT INC(APO)07,639+7,63901,0180.26%+1,018
MARSH & MCLENNAN COS INC(MRSH)04,882+4,88209840.25%+984
AMETEK INC2,9438,042+5,0995321,5120.39%+979
AMERICAN INTL GROUP INC012,414+12,41409750.25%+975
INVESCO EXCH TRADED FD TR II
INVESCO PHLX SM
31,07446,306+15,2321,3572,3210.59%+964
KINETIK HOLDINGS INC(KNTK)022,166+22,16609470.24%+947
RIGETTI COMPUTING INC(RGTI)030,627+30,62709120.23%+912
VANECK ETF TRUST
RETAIL ETF
1,8785,331+3,4534481,3380.34%+889
SOUNDHOUND AI INC(SOUN)055,158+55,15808870.23%+887
EXPAND ENERGY CORPORATION(EXE)08,210+8,21008720.22%+872
PALANTIR TECHNOLOGIES INC(PLTR)04,759+4,75908680.22%+868
ASTERA LABS INC(ALAB)04,328+4,32808470.22%+847
D-WAVE QUANTUM INC(QBTS)034,176+34,17608440.22%+844
NRG ENERGY INC(NRG)2,5937,676+5,0834161,2430.32%+827
JPMORGAN CHASE & CO.(JPM)02,595+2,59508190.21%+819
REDDIT INC(RDDT)03,559+3,55908190.21%+819
INVESCO QQQ TR9,0869,699+6135,0125,8231.49%+811
IONQ INC(IONQ)013,173+13,17308100.21%+810
VANECK ETF TRUST
MRNGSTR WDE MOAT
3,26111,041+7,7803061,0940.28%+788
MICRON TECHNOLOGY INC(MU)04,558+4,55807630.19%+763
EMCOR GROUP INC(EME)6871,681+9943671,0920.28%+724
KINDER MORGAN INC DEL025,495+25,49507220.18%+722
PRICE T ROWE GROUP INC(TROW)06,802+6,80206980.18%+698
VANECK ETF TRUST
SEMICONDUCTR ETF
3,6615,241+1,5801,0211,7100.44%+690
TD SYNNEX CORPORATION(SNX)04,169+4,16906830.17%+683
AMERICAN FINL GROUP INC OHIO04,603+4,60306710.17%+671
FLOWERS FOODS INC(FLO)051,151+51,15106680.17%+668
RALPH LAUREN CORP(RL)8102,779+1,9692228710.22%+649
VISA INC(V)3,7955,824+2,0291,3481,9880.51%+641
MOSAIC CO NEW(MOS)018,386+18,38606380.16%+638
LINCOLN NATL CORP IND(LNC)015,409+15,40906210.16%+621
SYSCO CORP(SYY)3,37110,541+7,1702558680.22%+613
BLUE OWL CAPITAL INC(OBDC)035,361+35,36105990.15%+599
APPLE INC(AAPL)12,34412,196-1482,5333,1050.79%+573
FIRST TR EXCHANGE-TRADED FD1,5004,527+3,0272428120.21%+570
ILLINOIS TOOL WKS INC(ITW)02,151+2,15105610.14%+561
TOLL BROTHERS INC(TOL)03,928+3,92805430.14%+543
LIVE NATION ENTERTAINMENT IN(LYV)03,317+3,31705420.14%+542
CLOROX CO DEL(CLX)04,390+4,39005410.14%+541
ROYAL CARIBBEAN GROUP01,638+1,63805300.14%+530
TRANE TECHNOLOGIES PLC(TT)01,227+1,22705180.13%+518
RELIANCE INC(RS)01,834+1,83405150.13%+515
MASTERCARD INCORPORATED(MA)0901+90105120.13%+512
ABBVIE INC(ABBV)2,8874,497+1,6105361,0410.27%+505
INVESCO EXCHANGE TRADED FD T
PHARMACEUTICALS
05,395+5,39504990.13%+499
AMGEN INC(AMGN)8972,628+1,7312517420.19%+491
HORMEL FOODS CORP(HRL)019,644+19,64404860.12%+486
INTERPUBLIC GROUP COS INC32,84446,028+13,1848041,2850.33%+481
WISDOMTREE TR(WT)011,537+11,53704810.12%+481
COREWEAVE INC(CRWV)03,447+3,44704720.12%+472
GLOBE LIFE INC1,8464,902+3,0562297010.18%+471
APPLIED MATLS INC12,13313,151+1,0182,2212,6930.69%+471
DONALDSON INC(DCI)05,724+5,72404690.12%+469
APPLIED INDL TECHNOLOGIES IN9632,629+1,6662246860.18%+463
CIENA CORP(CIEN)03,143+3,14304580.12%+458
RAMBUS INC DEL(RMBS)04,356+4,35604540.12%+454
LUMENTUM HLDGS INC(LITE)02,785+2,78504530.12%+453
ANALOG DEVICES INC(ADI)01,839+1,83904520.12%+452
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
03,097+3,09704510.12%+451
TAIWAN SEMICONDUCTOR MFG LTD(TSM)01,613+1,61304500.12%+450
HILTON WORLDWIDE HLDGS INC(HLT)01,727+1,72704480.11%+448
SANDISK CORP(SNDK)03,994+3,99404480.11%+448
BAIDU INC03,362+3,36204430.11%+443
UBIQUITI INC(UI)0670+67004420.11%+442
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WBI INVESTMENTS, LLC — 13F Holdings — Q3 2025 | TickerTrail