Fund HoldingsWBI INVESTMENTS, LLC

Total Portfolio Value
$499.03M
Total Bought
$150.50M
Total Sold
$158.15M
Net Transaction
-$7.65M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
MARRIOTT INTL INC NEW(MAR)032,847+32,84707,4071.48%+7,407
NVIDIA CORPORATION(NVDA)011,346+11,34605,6191.13%+5,619
SPDR SER TR
ST STR BLO 1 ETF
0251,432+251,432022,9784.60%+22,978
COMFORT SYS USA INC(FIX)024,378+24,37805,0141.00%+5,014
FORD MTR CO DEL(F)0418,668+418,66805,1041.02%+5,104
DIAMONDBACK ENERGY INC(FANG)030,994+30,99404,8060.96%+4,806
HILTON WORLDWIDE HLDGS INC(HLT)9,98234,129+24,1471,4996,2141.25%+4,715
MICROSOFT CORP(MSFT)016,176+16,17606,0831.22%+6,083
MACYS INC(M)0195,074+195,07403,9250.79%+3,925
APPLE INC(AAPL)030,178+30,17805,8101.16%+5,810
LOCKHEED MARTIN CORP(LMT)07,166+7,16603,2480.65%+3,248
ALTRIA GROUP INC(MO)0177,514+177,51407,1611.43%+7,161
ZSCALER INC(ZS)013,292+13,29202,9450.59%+2,945
BERKLEY W R CORP041,189+41,18902,9130.58%+2,913
KRAFT HEINZ CO(KHC)58,418119,712+61,2941,9654,4270.89%+2,462
FIDELITY NATL INFORMATION SV(FIS)040,374+40,37402,4250.49%+2,425
VERIZON COMMUNICATIONS INC(VZ)0138,774+138,77405,2321.05%+5,232
INVESCO LTD(IVZ)0140,973+140,97302,5150.50%+2,515
KINDER MORGAN INC DEL(KMI)0140,828+140,82802,4840.50%+2,484
TARGET CORP(TGT)015,726+15,72602,2400.45%+2,240
BLACKSTONE INC(BX)017,058+17,05802,2330.45%+2,233
ALLEGION PLC(ALLE)017,608+17,60802,2310.45%+2,231
VIATRIS INC(VTRS)0387,815+387,81504,2000.84%+4,200
MARVELL TECHNOLOGY INC(MRVL)035,995+35,99502,1710.43%+2,171
SNAP ON INC(SNA)07,040+7,04002,0330.41%+2,033
CITIGROUP INC(C)8,93746,503+37,5663682,3920.48%+2,024
ROYAL CARIBBEAN GROUP
COM
015,630+15,63002,0240.41%+2,024
UNITEDHEALTH GROUP INC(UNH)03,828+3,82802,0150.40%+2,015
TAPESTRY INC(TPR)054,301+54,30101,9990.40%+1,999
UBER TECHNOLOGIES INC(UBER)031,249+31,24901,9240.39%+1,924
FRANKLIN RESOURCES INC(BEN)061,457+61,45701,8310.37%+1,831
TJX COS INC NEW(TJX)038,146+38,14603,5780.72%+3,578
AMAZON COM INC(AMZN)011,304+11,30401,7180.34%+1,718
ABBVIE INC(ABBV)010,958+10,95801,6980.34%+1,698
VISA INC(V)012,873+12,87303,3510.67%+3,351
PHILIP MORRIS INTL INC(PM)017,715+17,71501,6670.33%+1,667
CONAGRA BRANDS INC(CAG)056,743+56,74301,6260.33%+1,626
MEDTRONIC PLC(MDT)019,604+19,60401,6150.32%+1,615
INVESCO EXCH TRADED FD TR II0198,402+198,40208,4911.70%+8,491
CHEVRON CORP NEW(CVX)09,874+9,87401,4730.30%+1,473
KIMBERLY-CLARK CORP(KMB)011,748+11,74801,4270.29%+1,427
LYONDELLBASELL INDUSTRIES N
SHS - A -
043,259+43,25904,1130.82%+4,113
KEYCORP(KEY)170,804221,257+50,4531,8383,1860.64%+1,348
QUALCOMM INC(QCOM)08,724+8,72401,2620.25%+1,262
INTERNATIONAL BUSINESS MACHS(IBM)017,980+17,98002,9410.59%+2,941
NUCOR CORP(NUE)07,065+7,06501,2300.25%+1,230
AMERIPRISE FINL INC(AMP)03,164+3,16401,2020.24%+1,202
ISHARES TR051,625+51,625010,3622.08%+10,362
VANGUARD INDEX FDS050,198+50,198010,7092.15%+10,709
MICROCHIP TECHNOLOGY INC.(MCHP)012,260+12,26001,1060.22%+1,106
VERISK ANALYTICS INC(VRSK)17,06821,493+4,4254,0325,1341.03%+1,102
ELECTRONIC ARTS INC(EA)08,033+8,03301,0990.22%+1,099
NIKE INC(NKE)09,988+9,98801,0840.22%+1,084
KINETIK HOLDINGS INC(KNTK)032,392+32,39201,0820.22%+1,082
FIRST HORIZON CORPORATION(FHN)076,177+76,17701,0790.22%+1,079
GOLDMAN SACHS GROUP INC(GS)02,718+2,71801,0480.21%+1,048
CRACKER BARREL OLD CTRY STOR(CBRL)013,061+13,06101,0070.20%+1,007
GARMIN LTD(GRMN)07,639+7,63909820.20%+982
CLEARWAY ENERGY INC(CWEN)059,839+59,83901,6410.33%+1,641
SOUTHERN CO(SO)013,383+13,38309380.19%+938
THE CIGNA GROUP(CI)03,083+3,08309230.18%+923
HF SINCLAIR CORP(DINO)016,518+16,51809180.18%+918
PROGRESSIVE CORP(PGR)05,618+5,61808950.18%+895
AMERICAN EXPRESS CO(AXP)03,873+3,87307260.15%+726
GLOBE LIFE INC05,848+5,84807120.14%+712
FIDELITY NATIONAL FINANCIAL(FNF)11,05522,836+11,7814571,1650.23%+709
ZIONS BANCORPORATION N A(ZION)13,73425,325+11,5914791,1110.22%+632
UNUM GROUP(UNM)021,286+21,28609630.19%+963
REINSURANCE GRP OF AMERICA I(RGA)03,475+3,47505620.11%+562
SONOCO PRODS CO(SON)09,779+9,77905460.11%+546
LEGGETT & PLATT INC(LEG)30,23048,792+18,5627681,2770.26%+509
REGIONS FINANCIAL CORP NEW(RF)024,219+24,21904690.09%+469
GRAINGER W W INC(GWW)02,207+2,20701,8290.37%+1,829
JACKSON FINANCIAL INC(JXN)08,296+8,29604250.09%+425
SINCLAIR INC(SBGI)64,81087,158+22,3487271,1360.23%+409
BEST BUY INC(BBY)035,610+35,61002,7880.56%+2,788
META PLATFORMS INC(META)05,601+5,60101,9820.40%+1,982
CROWDSTRIKE HLDGS INC(CRWD)01,393+1,39303560.07%+356
SPDR SER TR
ST STR SP AERO
017,066+17,06602,3110.46%+2,311
ABSOLUTE SHS TR
WBI PWR FACTOR
0986,103+986,103028,3355.68%+28,335
DATADOG INC(DDOG)02,516+2,51603050.06%+305
THE TRADE DESK INC(TTD)04,223+4,22303040.06%+304
ISHARES TR12,82412,560-2643,1433,4380.69%+296
TRADEWEB MKTS INC(TW)03,251+3,25102950.06%+295
VANGUARD INDEX FDS14,79214,484-3083,1423,4360.69%+294
TRANE TECHNOLOGIES PLC(TT)01,132+1,13202760.06%+276
VERTEX PHARMACEUTICALS INC(VRTX)0662+66202690.05%+269
FIRST TR EXCHANGE-TRADED FD012,251+12,25105170.10%+517
CADENCE DESIGN SYSTEM INC(CDNS)0947+94702580.05%+258
WILLIS TOWERS WATSON PLC LTD(WTW)01,054+1,05402540.05%+254
SYSCO CORP(SYY)03,423+3,42302500.05%+250
STARBUCKS CORP(SBUX)02,493+2,49302390.05%+239
SPDR SER TR
ST STR SP HCSVC
029,115+29,11502,5900.52%+2,590
AUTOZONE INC(AZO)087+8702250.05%+225
OREILLY AUTOMOTIVE INC(ORLY)0232+23202200.04%+220
BROADCOM INC(AVGO)01,332+1,33201,4870.30%+1,487
EAGLE BANCORP INC MD(EGBN)14,21017,002+2,7923055120.10%+208
OTIS WORLDWIDE CORP(OTIS)02,312+2,31202070.04%+207
AT&T INC(T)011,948+11,94802000.04%+200
SELECT SECTOR SPDR TR
ST STR STAPL ETF
024,482+24,48201,7630.35%+1,763
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