Fund HoldingsWBI INVESTMENTS, LLC

Total Portfolio Value
$400.33M
Total Bought
$134.77M
Total Sold
$149.55M
Net Transaction
-$14.78M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
INTERACTIVE BROKERS GROUP IN(IBKR)031,409+31,40905,5491.39%+5,549
MUELLER INDS INC(MLI)6,33260,690+54,3584694,8161.20%+4,347
QUEST DIAGNOSTICS INC(DGX)027,681+27,68104,1761.04%+4,176
KIMBERLY-CLARK CORP(KMB)031,567+31,56704,1371.03%+4,137
HANOVER INS GROUP INC(THG)025,635+25,63503,9650.99%+3,965
PFIZER INC(PFE)0128,801+128,80103,4170.85%+3,417
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
054,779+54,77903,0880.77%+3,088
FORD MTR CO(F)0304,027+304,02703,0100.75%+3,010
ATMOS ENERGY CORP(ATO)020,304+20,30402,8280.71%+2,828
AMAZON COM INC(AMZN)012,643+12,64302,7740.69%+2,774
HORMEL FOODS CORP(HRL)084,764+84,76402,6590.66%+2,659
ETF OPPORTUNITIES TRUST
REX FA IN EQ ETF
053,507+53,50702,6570.66%+2,657
VERISK ANALYTICS INC(VRSK)09,069+9,06902,4980.62%+2,498
MARRIOTT INTL INC NEW(MAR)08,663+8,66302,4160.60%+2,416
OLD REP INTL CORP(ORI)064,064+64,06402,3180.58%+2,318
BOYD GAMING CORP(BYD)7,07538,257+31,1824572,7750.69%+2,318
MACYS INC(M)0127,726+127,72602,1620.54%+2,162
PAYPAL HLDGS INC(PYPL)025,331+25,33102,1620.54%+2,162
ALLSTATE CORP(ALL)011,177+11,17702,1550.54%+2,155
CME GROUP INC(CME)09,240+9,24002,1460.54%+2,146
RESMED INC(RMD)5,98815,612+9,6241,4623,5700.89%+2,108
CMS ENERGY CORP(CMS)20,94753,719+32,7721,4793,5800.89%+2,101
GLOBE LIFE INC018,831+18,83102,1000.52%+2,100
ACCENTURE PLC IRELAND
SHS CLASS A
05,561+5,56101,9560.49%+1,956
EXPEDIA GROUP INC(EXPE)010,084+10,08401,8790.47%+1,879
MARVELL TECHNOLOGY INC(MRVL)016,645+16,64501,8380.46%+1,838
EBAY INC.(EBAY)028,402+28,40201,7600.44%+1,760
GENERAL MLS INC(GIS)027,447+27,44701,7500.44%+1,750
VISA INC(V)07,963+7,96302,5170.63%+2,517
HF SINCLAIR CORP(DINO)048,407+48,40701,6970.42%+1,697
NOBLE CORP PLC(NE)050,915+50,91501,5990.40%+1,599
PROSHARES TR
S&P 500 HIGH ETF
035,968+35,96801,5930.40%+1,593
BEST BUY INC(BBY)037,563+37,56303,2230.81%+3,223
V F CORP(VFC)066,583+66,58301,4290.36%+1,429
CHEVRON CORP NEW(CVX)09,819+9,81901,4220.36%+1,422
ISHARES TR033,362+33,36201,4220.36%+1,422
SMUCKER J M CO(SJM)012,850+12,85001,4150.35%+1,415
HUBSPOT INC(HUBS)01,948+1,94801,3570.34%+1,357
VICTORY PORTFOLIOS II
SHS FR CA FL ETF
233,718267,266+33,5487,7839,1112.28%+1,328
SERVICENOW INC(NOW)01,216+1,21601,2890.32%+1,289
AUTOMATIC DATA PROCESSING IN08,846+8,84602,5900.65%+2,590
RALPH LAUREN CORP(RL)05,389+5,38901,2450.31%+1,245
LAM RESEARCH CORP(LRCX)017,204+17,20401,2430.31%+1,243
WILLIS TOWERS WATSON PLC LTD(WTW)03,926+3,92601,2300.31%+1,230
AMDOCS LTD(DOX)014,413+14,41301,2270.31%+1,227
SPOTIFY TECHNOLOGY S A(SPOT)03,484+3,48401,5590.39%+1,559
WATERS CORP(WAT)04,129+4,12901,5320.38%+1,532
MCDONALDS CORP(MCD)04,048+4,04801,1730.29%+1,173
KINETIK HOLDINGS INC(KNTK)063,023+63,02303,5740.89%+3,574
PAYCHEX INC(PAYX)020,494+20,49402,8740.72%+2,874
KLA CORP(KLAC)01,696+1,69601,0690.27%+1,069
GILEAD SCIENCES INC(GILD)19,41529,146+9,7311,6282,6920.67%+1,064
MASTERCARD INCORPORATED(MA)01,719+1,71909050.23%+905
ATLASSIAN CORPORATION03,600+3,60008760.22%+876
ANSYS INC02,511+2,51108470.21%+847
BOOKING HOLDINGS INC(BKNG)0167+16708290.21%+829
CROWDSTRIKE HLDGS INC(CRWD)02,374+2,37408120.20%+812
VERTIV HOLDINGS CO(VRT)07,113+7,11308080.20%+808
CLOROX CO DEL(CLX)04,965+4,96508060.20%+806
SALESFORCE INC(CRM)3,2785,069+1,7918971,6950.42%+798
AMERIPRISE FINL INC(AMP)01,488+1,48807920.20%+792
AMERICAN EXPRESS CO(AXP)4,3106,566+2,2561,1691,9490.49%+780
PHILIP MORRIS INTL INC(PM)014,144+14,14401,7020.43%+1,702
INVESCO QQQ TR08,194+8,19404,1891.05%+4,189
FRANKLIN RESOURCES INC(BEN)72,649103,169+30,5201,4642,0930.52%+629
ACUITY BRANDS INC(AYI)02,110+2,11006160.15%+616
NORTHROP GRUMMAN CORP(NOC)01,218+1,21805720.14%+572
MANPOWERGROUP INC WIS(MAN)09,375+9,37505410.14%+541
ARES MANAGEMENT CORPORATION(ARES)02,952+2,95205230.13%+523
KINDER MORGAN INC DEL0126,660+126,66003,4700.87%+3,470
PREMIER INC021,398+21,39804540.11%+454
S&P GLOBAL INC(SPGI)2,6223,623+1,0011,3551,8040.45%+450
CF INDS HLDGS INC(CF)05,076+5,07604330.11%+433
TD SYNNEX CORPORATION(SNX)03,584+3,58404200.10%+420
TJX COS INC NEW(TJX)07,855+7,85509490.24%+949
VALLEY NATL BANCORP(VLY)0117,911+117,91101,0680.27%+1,068
LEAR CORP(LEA)04,236+4,23604010.10%+401
NVIDIA CORPORATION(NVDA)04,371+4,37105870.15%+587
GARMIN LTD(GRMN)01,821+1,82103760.09%+376
NEWMARKET CORP(NEU)0709+70903750.09%+375
ARTISAN PARTNERS ASSET MGMT08,540+8,54003680.09%+368
VANGUARD INDEX FDS017,296+17,29605,0131.25%+5,013
ISHARES TR014,995+14,99505,0121.25%+5,012
ONEMAIN HLDGS INC(OMF)022,125+22,12501,1530.29%+1,153
HEWLETT PACKARD ENTERPRISE C(HPE)23,66038,821+15,1614848290.21%+345
PPG INDS INC(PPG)3,5756,645+3,0704747940.20%+320
COLUMBIA BKG SYS INC(COLB)037,358+37,35801,0090.25%+1,009
FOX CORP(FOX)05,979+5,97902900.07%+290
VANGUARD INDEX FDS01,209+1,20902900.07%+290
ISHARES TR01,221+1,22102870.07%+287
ISHARES TR01,243+1,24302750.07%+275
INVESCO EXCH TRADED FD TR II0102,511+102,51104,5401.13%+4,540
EMBECTA CORP011,957+11,95702470.06%+247
TESLA INC(TSLA)0590+59002380.06%+238
WESTERN UN CO(WU)085,843+85,84309100.23%+910
SPDR SER TR09,239+9,23902330.06%+233
PACER FDS TR
TRENDP US LAR CP
0113,514+113,51406,0661.52%+6,066
UNITED PARCEL SERVICE INC(UPS)20,92224,389+3,4672,8533,0750.77%+223
WESBANCO INC(WSBC)06,502+6,50202120.05%+212
CITIZENS FINL GROUP INC(CFG)022,615+22,61509900.25%+990
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