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WBI INVESTMENTS, LLC 13F Holdings
Holdings from the most recent 13F from WBI INVESTMENTS, LLC
Filed: 2025-02-14 (Q4 2024) | Holdings: 290 | Value: $400.3M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| WBIY - ABSOLUTE SHS TR | Reduce 2% $(596.0K) | 6.78% | $27.1M | +12.47% | -2.23% | ||
| WBIG - ABSOLUTE SHS TR | Reduce 10% $(2.5M) | 5.92% | $23.7M | -0.34% | -9.82% | ||
| WBIL - ABSOLUTE SHS TR | Reduce 9% $(2.3M) | 5.83% | $23.3M | -2.42% | -14.04% | ||
| WBIF - ABSOLUTE SHS TR | Reduce 9% $(1.9M) | 4.59% | $18.4M | +3.41% | -7.39% | ||
| VFLO - VICTORY PORTFOLIOS II | Add 14% ($1.1M) | 2.28% | $9.1M | +12.92% | -3.02% | ||
| PTMC - PACER FDS TR | Add 3% ($221.8K) | 1.84% | $7.4M | -3.26% | -8.69% | ||
| COM - DIREXION SHS ETF TR | Reduce 2% $(109.5K) | 1.72% | $6.9M | +4.32% | -1.95% | ||
| PTLC - PACER FDS TR | Add 2% ($124.0K) | 1.52% | $6.1M | +0.66% | -12.46% | ||
| IBKR - INTERACTIVE BROKERS GROUP IN | New Purchase | 1.39% | $5.5M | +9.36% | -12.14% | ||
| VTI - VANGUARD INDEX FDS | Add 5% ($250.7K) | 1.25% | $5.0M | +12.16% | -3.56% | ||
| IWV - ISHARES TR | Add 5% ($249.7K) | 1.25% | $5.0M | +11.87% | -3.59% | ||
| MLI - MUELLER INDS INC | New Purchase | 1.20% | $4.8M | +41.28% | -2.70% | ||
| PSCH - INVESCO EXCH TRADED FD TR II | Add 10% ($429.8K) | 1.13% | $4.5M | -4.29% | -15.46% | ||
| QQQ - INVESCO QQQ TR | Add 13% ($471.9K) | 1.05% | $4.2M | +14.12% | -3.65% | ||
| CMS - CMS ENERGY CORP | New Purchase | 0.89% | $3.6M | +3.56% | +3.59% | ||
| KMI - KINDER MORGAN INC DEL | Reduce 5% $(188.8K) | 0.87% | $3.5M | +3.81% | +6.41% | ||
| MO - ALTRIA GROUP INC | Add 6% ($181.0K) | 0.84% | $3.4M | +16.02% | +10.91% | ||
| T - AT&T INC | Reduce 34% $(1.6M) | 0.78% | $3.1M | -1.37% | +7.43% | ||
| AGZ - ISHARES TR | Reduce 3% $(91.8K) | 0.76% | $3.1M | +4.32% | +0.77% | ||
| VZ - VERIZON COMMUNICATIONS INC | Add 2% ($71.5K) | 0.73% | $2.9M | +4.94% | +7.96% | ||
| UPS - UNITED PARCEL SERVICE INC | Add 11% ($289.1K) | 0.73% | $2.9M | -7.17% | -12.40% | ||
| CAG - CONAGRA BRANDS INC | Add 3% ($80.7K) | 0.72% | $2.9M | -20.70% | -2.12% | ||
| F - FORD MTR CO | New Purchase | 0.72% | $2.9M | +53.56% | +17.03% | ||
| D - DOMINION ENERGY INC | Reduce 10% $(316.8K) | 0.71% | $2.8M | +11.91% | +0.28% | ||
| SMDV - PROSHARES TR | Add 9% ($220.7K) | 0.69% | $2.8M | +0.80% | -4.81% | ||
| THG - HANOVER INS GROUP INC | New Purchase | 0.68% | $2.7M | +15.99% | +2.35% | ||
| DGX - QUEST DIAGNOSTICS INC | New Purchase | 0.67% | $2.7M | +10.12% | +5.46% | ||
| LYB - LYONDELLBASELL INDUSTRIES N | Add 14% ($320.5K) | 0.65% | $2.6M | -36.88% | -23.04% | ||
| KMB - KIMBERLY-CLARK CORP | New Purchase | 0.63% | $2.5M | -18.67% | +4.97% | ||
| XAR - SPDR SER TR | 0.61% | $2.4M | +39.15% | +9.63% | |||
| PALC - PACER FDS TR | Add 6% ($127.9K) | 0.59% | $2.4M | +1.84% | -7.93% | ||
| KNTK - KINETIK HOLDINGS INC | New Purchase | 0.58% | $2.3M | -37.17% | -24.97% | ||
| RMD - RESMED INC | New Purchase | 0.56% | $2.2M | +9.89% | +7.80% | ||
| M - MACYS INC | New Purchase | 0.54% | $2.2M | +67.41% | -18.90% | ||
| ADP - AUTOMATIC DATA PROCESSING IN | New Purchase | 0.53% | $2.1M | -12.34% | +2.34% | ||
| BEN - FRANKLIN RESOURCES INC | New Purchase | 0.52% | $2.1M | +19.43% | +9.75% | ||
| V - VISA INC | New Purchase | 0.52% | $2.1M | -1.12% | +2.60% | ||
| KSS - KOHLS CORP | Add 7% ($123.8K) | 0.50% | $2.0M | +106.34% | -27.71% | ||
| AMZN - AMAZON COM INC | New Purchase | 0.50% | $2.0M | -1.15% | -10.34% | ||
| WHR - WHIRLPOOL CORP | Reduce 55% $(2.4M) | 0.49% | $2.0M | -20.67% | -18.19% | ||
| PFE - PFIZER INC | New Purchase | 0.47% | $1.9M | +6.50% | -10.05% | ||
| BBY - BEST BUY INC | New Purchase | 0.44% | $1.8M | -16.14% | -19.03% | ||
| AAPL - APPLE INC | Reduce 25% $(585.2K) | 0.44% | $1.8M | +14.37% | -13.28% | ||
| SCHP - SCHWAB STRATEGIC TR | New Purchase | 0.44% | $1.8M | +5.03% | +1.47% | ||
| MRVL - MARVELL TECHNOLOGY INC | New Purchase | 0.44% | $1.7M | -20.88% | -38.99% | ||
| TIPZ - PIMCO ETF TR | Add 3% ($57.1K) | 0.43% | $1.7M | +4.97% | +1.33% | ||
| DINO - HF SINCLAIR CORP | New Purchase | 0.42% | $1.7M | +36.82% | +1.12% | ||
| ADBE - ADOBE INC | Reduce 100% | 0.00% | $0.00 | ||||
| WRB - BERKLEY W R CORP | Reduce 100% | 0.00% | $0.00 | ||||
| BX - BLACKSTONE INC | Reduce 100% | 0.00% | $0.00 | ||||
| CI - THE CIGNA GROUP | Reduce 100% | 0.00% | $0.00 | ||||
| CVS - CVS HEALTH CORP | Reduce 100% | 0.00% | $0.00 | ||||
| CWEN.A - CLEARWAY ENERGY INC | Reduce 100% | 0.00% | $0.00 | ||||
| DECK - DECKERS OUTDOOR CORP | Reduce 100% | 0.00% | $0.00 | ||||
| FTSL - FIRST TR EXCHANGE-TRADED FD | Reduce 100% | 0.00% | $0.00 | ||||
| IPG - INTERPUBLIC GROUP COS INC | Reduce 100% | 0.00% | $0.00 | ||||
| INTU - INTUIT | Reduce 100% | 0.00% | $0.00 | ||||
| FALN - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| JPLD - J P MORGAN EXCHANGE TRADED F | Reduce 100% | 0.00% | $0.00 | ||||
| KHC - KRAFT HEINZ CO | Reduce 100% | 0.00% | $0.00 | ||||
| KWEB - KRANESHARES TRUST | Reduce 100% | 0.00% | $0.00 | ||||
| ALTL - PACER FDS TR | Reduce 100% | 0.00% | $0.00 | ||||
| PANW - PALO ALTO NETWORKS INC | Reduce 100% | 0.00% | $0.00 | ||||
| PRU - PRUDENTIAL FINL INC | Reduce 100% | 0.00% | $0.00 | ||||
| RF - REGIONS FINANCIAL CORP NEW | Reduce 100% | 0.00% | $0.00 | ||||
| FLTR - VANECK ETF TRUST | Reduce 100% | 0.00% | $0.00 | ||||
| AGZD - WISDOMTREE TR | Reduce 100% | 0.00% | $0.00 | ||||
| CNH - CNH INDL N V | Reduce 100% | 0.00% | $0.00 | ||||