Wbi Investments, Inc. Top Holdings and 13F Report (2025) About Wbi Investments, Inc.Investment ActivityWbi Investments, Inc. has $379.78 million in total holdings as of March 31, 2025.Wbi Investments, Inc. owns shares of 226 different stocks, but just 84 companies or ETFs make up 80% of its holdings.Approximately 38.34% of the portfolio was purchased this quarter.About 42.24% of the portfolio was sold this quarter.This quarter, Wbi Investments, Inc. has purchased 199 new stocks and bought additional shares in 47 stocks.Wbi Investments, Inc. sold shares of 71 stocks and completely divested from 81 stocks this quarter.Largest Holdings WBI Power Factor High Dividend ETF $24,412,356WBI BullBear Yield 3000 ETF $22,602,051WBI BullBear Quality 3000 ETF $21,412,913WBI BullBear Value 3000 ETF $18,758,373VictoryShares Free Cash Flow ETF $8,515,455 Largest New Holdings this Quarter 00090Q103 - ADT $4,048,730 Holding302491303 - FMC $3,259,431 Holding46138E198 - Invesco S&P MidCap Low Volatility ETF $3,183,069 Holding001055102 - Aflac $3,055,900 Holding74164M108 - Primerica $2,870,392 Holding Largest Purchases this Quarter Invesco QQQ 9,116 shares (about $4.27M)ADT 497,387 shares (about $4.05M)CVS Health 58,496 shares (about $3.96M)FMC 77,256 shares (about $3.26M)Invesco S&P MidCap Low Volatility ETF 51,573 shares (about $3.18M) Largest Sales this Quarter Mueller Industries 57,049 shares (about $4.34M)Pacer Trendpilot US Mid Cap ETF 104,870 shares (about $3.63M)Pacer Trendpilot US Large Cap ETF 50,525 shares (about $2.60M)WBI Power Factor High Dividend ETF 84,664 shares (about $2.50M)Kimberly-Clark 15,409 shares (about $2.19M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWbi Investments, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorWBIYWBI Power Factor High Dividend ETF$24,412,356$2,498,849 ▼-9.3%827,1206.4%ETFWBIGWBI BullBear Yield 3000 ETF$22,602,051$168,132 ▲0.7%995,5936.0%ETFWBILWBI BullBear Quality 3000 ETF$21,412,913$213,232 ▲1.0%674,6265.6%ETFWBIFWBI BullBear Value 3000 ETF$18,758,373$148,021 ▲0.8%652,2704.9%ETFVFLOVictoryShares Free Cash Flow ETF$8,515,455$646,418 ▼-7.1%248,4092.2%ETFQQQInvesco QQQ$8,117,136$4,274,744 ▲111.3%17,3102.1%FinanceCOMDirexion Auspice Broad Commodity Strategy ETF$7,489,292$336,148 ▲4.7%255,2592.0%ETFFFord Motor$5,684,463$2,635,072 ▲86.4%566,7461.5%Auto/Tires/TrucksTAT&T$5,681,933$1,808,025 ▲46.7%200,9171.5%Computer and TechnologyUPSUnited Parcel Service$5,280,710$2,598,174 ▲96.9%48,0111.4%TransportationCVSCVS Health$4,983,856$3,963,128 ▲388.3%73,5621.3%MedicalIWViShares Russell 3000 ETF$4,910,330$147,383 ▲3.1%15,4591.3%ETFVTIVanguard Total Stock Market ETF$4,900,647$147,039 ▲3.1%17,8311.3%ETFADTADT$4,048,730$4,048,730 ▲New Holding497,3871.1%IndustrialsAGZiShares Agency Bond ETF$3,826,121$733,465 ▲23.7%34,9611.0%FinanceVZVerizon Communications$3,619,275$118,435 ▲3.4%79,7901.0%Computer and TechnologyMOAltria Group$3,412,317$459,273 ▼-11.9%56,8530.9%Consumer StaplesFSTAFidelity MSCI Consumer Staples Index ETF$3,339,726$2,273,916 ▲213.4%65,3180.9%ETFPTMCPacer Trendpilot US Mid Cap ETF$3,267,082$3,628,515 ▼-52.6%94,4240.9%ETFFMCFMC$3,259,431$3,259,431 ▲New Holding77,2560.9%Consumer StaplesPTLCPacer Trendpilot US Large Cap ETF$3,240,773$2,599,502 ▼-44.5%62,9890.9%ETFXMLVInvesco S&P MidCap Low Volatility ETF$3,183,069$3,183,069 ▲New Holding51,5730.8%ETFIBKRInteractive Brokers Group$3,146,178$2,054,785 ▼-39.5%19,0000.8%FinanceAAPLApple$3,113,661$347,419 ▲12.6%14,0170.8%Computer and TechnologyAFLAflac$3,055,900$3,055,900 ▲New Holding27,4840.8%FinanceCAGConagra Brands$3,017,311$251,205 ▲9.1%113,1350.8%Consumer StaplesALTLPacer Lunt Large Cap Alternator ETF$2,998,068$1,580,690 ▲111.5%86,1170.8%ETFPRIPrimerica$2,870,392$2,870,392 ▲New Holding10,0880.8%FinanceDDominion Energy$2,849,029$101,487 ▼-3.4%50,8120.8%UtilitiesORIOld Republic International$2,807,171$294,581 ▲11.7%71,5750.7%FinancePFEPfizer$2,792,671$471,147 ▼-14.4%110,2080.7%MedicalHIGThe Hartford Financial Services Group$2,704,064$2,704,064 ▲New Holding21,8550.7%FinanceUGIUGI$2,674,933$1,195,150 ▲80.8%80,8870.7%UtilitiesHSYHershey$2,674,396$2,674,396 ▲New Holding15,6370.7%Consumer StaplesSLBSchlumberger$2,673,026$2,673,026 ▲New Holding63,9480.7%EnergyJEPQJPMorgan Nasdaq Equity Premium Income ETF$2,649,169$187,288 ▼-6.6%51,1620.7%ETFAESAES$2,645,746$2,645,746 ▲New Holding213,0230.7%UtilitiesLYBLyondellBasell Industries$2,604,237$138,125 ▲5.6%36,9920.7%Basic MaterialsVIPER ENERGY INC$2,530,703$2,530,703 ▲New Holding56,0510.7%CL AIBMInternational Business Machines$2,528,996$2,173,892 ▲612.2%10,1700.7%Computer and TechnologyFAFFirst American Financial$2,504,244$2,504,244 ▲New Holding38,1570.7%FinanceGILDGilead Sciences$2,451,688$814,167 ▼-24.9%21,8800.6%MedicalPHMPulteGroup$2,447,216$2,447,216 ▲New Holding23,8060.6%ConstructionMCKMcKesson$2,398,126$2,398,126 ▲New Holding3,5630.6%MedicalMSFTMicrosoft$2,348,860$2,348,860 ▲New Holding6,2570.6%Computer and TechnologyMNSTMonster Beverage$2,338,342$2,338,342 ▲New Holding39,9580.6%Consumer StaplesNVDANVIDIA$2,337,576$1,863,840 ▲393.4%21,5680.6%Computer and TechnologyKMBKimberly-Clark$2,298,027$2,191,503 ▼-48.8%16,1580.6%Consumer StaplesPSCHInvesco S&P SmallCap Health Care ETF$2,284,146$2,152,531 ▼-48.5%52,7760.6%ETFFHLCFidelity MSCI Health Care Index ETF$2,280,274$1,993,327 ▲694.7%33,3760.6%ETFCBOECboe Global Markets$2,213,110$2,213,110 ▲New Holding9,7800.6%Financial ServicesEAElectronic Arts$2,111,004$1,791,181 ▲560.1%14,6070.6%Consumer DiscretionaryXLPConsumer Staples Select Sector SPDR Fund$2,058,247$449,675 ▲28.0%25,2020.5%ETFGVIiShares Intermediate Government/Credit Bond ETF$1,964,445$726,555 ▲58.7%18,5290.5%ETFKHCKraft Heinz$1,956,892$63,386 ▼-3.1%64,3080.5%Consumer StaplesLAM RESEARCH CORP$1,955,690$704,967 ▲56.4%26,9010.5%COM NEWEBAYeBay$1,951,127$27,431 ▲1.4%28,8070.5%Retail/WholesaleSONSonoco Products$1,884,593$1,884,593 ▲New Holding39,8940.5%IndustrialsSWXSouthwest Gas$1,879,724$1,879,724 ▲New Holding26,1800.5%UtilitiesPYPLPayPal$1,809,680$156,859 ▲9.5%27,7350.5%Computer and TechnologyEMREmerson Electric$1,782,699$1,782,699 ▲New Holding16,2600.5%IndustrialsKMIKinder Morgan$1,782,098$1,831,512 ▼-50.7%62,4640.5%EnergyPIMCO ETF TR$1,760,500$1,760,500 ▲New Holding35,8700.5%MTG BKD SECS ACTAMZNAmazon.com$1,704,517$700,909 ▼-29.1%8,9590.4%Retail/WholesaleRMDResMed$1,665,414$1,829,269 ▼-52.3%7,4400.4%MedicalGEGE Aerospace$1,656,441$1,656,441 ▲New Holding8,2760.4%IndustrialsBENFranklin Resources$1,644,162$341,842 ▼-17.2%85,4110.4%FinanceHCAHCA Healthcare$1,629,455$1,629,455 ▲New Holding4,7160.4%MedicalTIPXSPDR Bloomberg 1-10 Year TIPS ETF$1,619,559$1,619,559 ▲New Holding84,3960.4%ETFSPOTSpotify Technology$1,615,191$300,820 ▼-15.7%2,9370.4%Business ServicesSCHPSchwab U.S. TIPS ETF$1,599,390$237,439 ▼-12.9%59,4790.4%ETFPGRProgressive$1,570,139$1,570,139 ▲New Holding5,5480.4%FinanceTDGTransDigm Group$1,568,651$1,568,651 ▲New Holding1,1340.4%AerospaceWTWWillis Towers Watson Public$1,557,871$231,146 ▲17.4%4,6100.4%FinanceTPLTexas Pacific Land$1,510,489$1,510,489 ▲New Holding1,1400.4%EnergyAJGArthur J. Gallagher & Co.$1,489,711$1,489,711 ▲New Holding4,3150.4%FinanceDINOHF Sinclair$1,393,553$198,069 ▼-12.4%42,3830.4%EnergyTSNTyson Foods$1,329,481$1,329,481 ▲New Holding20,8350.4%Consumer StaplesVRSKVerisk Analytics$1,324,695$1,374,397 ▼-50.9%4,4510.3%Business ServicesYUMYum! Brands$1,321,176$1,321,176 ▲New Holding8,3960.3%Retail/WholesaleMELIMercadoLibre$1,312,194$1,312,194 ▲New Holding6730.3%Retail/WholesaleKRBNKraneShares Global Carbon Strategy ETF$1,310,882$1,310,882 ▲New Holding46,4520.3%ETFHYLBXtrackers USD High Yield Corporate Bond ETF$1,273,890$1,273,890 ▲New Holding35,2390.3%ETFIDCCInterDigital$1,269,482$1,269,482 ▲New Holding6,1400.3%Computer and TechnologyAPAAPA$1,263,071$1,263,071 ▲New Holding60,0890.3%EnergyMETAMeta Platforms$1,254,574$938,769 ▲297.3%2,1770.3%Computer and TechnologyVICTORY PORTFOLIOS II$1,237,734$1,237,734 ▲New Holding50,4580.3%VICTORYSHARES SMELVElevance Health$1,224,995$1,224,995 ▲New Holding2,8160.3%MedicalESEversource Energy$1,194,500$1,194,500 ▲New Holding19,2320.3%UtilitiesMDLZMondelez International$1,188,286$1,188,286 ▲New Holding17,5130.3%Consumer StaplesPROSHARES TR$1,185,002$328,891 ▼-21.7%28,1540.3%S&P 500 HIGH INCWHRWhirlpool$1,171,239$374,130 ▼-24.2%12,9950.3%Consumer DiscretionaryNEUNewMarket$1,126,669$725,056 ▲180.5%1,9890.3%Basic MaterialsCRICarter's$1,084,832$118,528 ▲12.3%26,5240.3%Consumer DiscretionarySMDVProShares Russell 2000 Dividend Growers ETF$1,069,183$1,618,368 ▼-60.2%16,3010.3%ETFPZZAPapa Johns International$1,061,507$1,061,507 ▲New Holding25,8400.3%Retail/WholesaleWUWestern Union$1,026,260$118,041 ▲13.0%97,0000.3%Business ServicesAMGNAmgen$1,007,045$1,007,045 ▲New Holding3,2320.3%MedicalPORPortland General Electric$993,510$993,510 ▲New Holding22,2760.3%UtilitiesTIPZPIMCO Broad U.S. TIPS Index Exchange-Traded Fund$993,438$812,548 ▼-45.0%18,4200.3%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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