WBI INVESTMENTS, INC. Quant / Systematic

CIK: 0001397424 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 25, 2022

Total Value ($000): $463,790 (100.0% shares, 0.0% debt)

Holdings (118)

WBIY WBI POWER FACTOR HIGH DIVIDEND ETF 7.0%
Value ($000) $32,410 Shares 1,265,407 Est. Cost $26.26 Unrealized
SCHO SCHWAB SHORT-TERM U.S. TREASURY ETF 5.7%
Value ($000) $26,451 Shares 541,124 Est. Cost $48.91 Unrealized
WBIF WBI BULLBEAR VALUE 3000 ETF 5.6%
Value ($000) $26,183 Shares 898,263 Est. Cost $27.00 Unrealized
WBIG WBI BULLBEAR YIELD 3000 ETF 5.1%
Value ($000) $23,870 Shares 931,574 Est. Cost $24.43 Unrealized
WBIL WBI BULLBEAR QUALITY 3000 ETF 5.0%
Value ($000) $23,239 Shares 819,520 Est. Cost $26.26 Unrealized
VGLT VANGUARD LONG-TERM TREASURY ETF 4.8%
Value ($000) $22,487 Shares 321,252 Est. Cost $70.60 Unrealized
SPTL SPDR PORTFOLIO LONG TERM TREASURY ETF 4.8%
Value ($000) $22,484 Shares 681,480 Est. Cost $33.26 Unrealized
WBI BULLBEAR GLOBAL INCOME ETF 4.8%
Value ($000) $22,250 Shares 1,048,558 Est. Cost $24.76 Unrealized
WBI BULLBEAR TREND SWITCH US 3000 TOTAL RETURN ETF 2.8%
Value ($000) $13,017 Shares 737,615 Est. Cost $20.53 Unrealized
IBM INTERNATIONAL BUSINESS MACHINES CORP 2.8%
Value ($000) $12,806 Shares 92,294 Est. Cost $112.32 Unrealized +4.6%
COM DIREXION AUSPICE BROAD COMMODITY STRATEGY ETF 2.1%
Value ($000) $9,582 Shares 312,760 Est. Cost $30.64 Unrealized
PTMC PACER TRENDPILOT US MID CAP ETF 2.0%
Value ($000) $9,421 Shares 275,434 Est. Cost $35.17 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 1.9%
Value ($000) $8,784 Shares 76,476 Est. Cost $114.86 Unrealized
GD GENERAL DYNAMICS CORP 1.9%
Value ($000) $8,744 Shares 40,516 Est. Cost $213.45 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 1.7%
Value ($000) $7,871 Shares 45,485 Est. Cost $157.91 Unrealized +1.3%
UNH UNITEDHEALTH GROUP INC 1.6%
Value ($000) $7,646 Shares 15,187 Est. Cost $457.16 Unrealized +3.0%
ABBV ABBVIE INC 1.6%
Value ($000) $7,632 Shares 51,285 Est. Cost $97.44 Unrealized +37.6%
HUM HUMANA INC 1.6%
Value ($000) $7,625 Shares 16,761 Est. Cost $428.58 Unrealized 0.0%
CSX CSX CORP 1.6%
Value ($000) $7,512 Shares 265,331 Est. Cost $30.95 Unrealized 0.0%
GIS GENERAL MILLS INC 1.5%
Value ($000) $6,937 Shares 94,780 Est. Cost $59.82 Unrealized +3.4%
UNM UNUM GROUP 1.4%
Value ($000) $6,696 Shares 200,389 Est. Cost $27.12 Unrealized +24.8%
PFE PFIZER INC 1.3%
Value ($000) $6,026 Shares 117,480 Est. Cost $41.57 Unrealized +1.0%
BKR BAKER HUGHES CO 1.2%
Value ($000) $5,630 Shares 200,604 Est. Cost $22.36 Unrealized +38.5%
XOM EXXON MOBIL CORP 1.2%
Value ($000) $5,623 Shares 68,051 Est. Cost $75.42 Unrealized +5.5%
MRK MERCK & CO INC 1.2%
Value ($000) $5,483 Shares 60,579 Est. Cost $69.85 Unrealized +13.4%
BMY BRISTOL-MYERS SQUIBB CO 1.0%
Value ($000) $4,742 Shares 61,601 Est. Cost $56.83 Unrealized +14.3%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 1.0%
Value ($000) $4,704 Shares 65,787 Est. Cost $70.66 Unrealized
RSPH INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF 1.0%
Value ($000) $4,445 Shares 16,770 Est. Cost $281.89 Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.9%
Value ($000) $4,406 Shares 403,993 Est. Cost $10.82 Unrealized +0.0%
PAG PENSKE AUTOMOTIVE GROUP INC 0.9%
Value ($000) $4,315 Shares 43,164 Est. Cost $107.21 Unrealized 0.0%
KO COCA-COLA CO/THE 0.8%
Value ($000) $3,736 Shares 62,596 Est. Cost $54.06 Unrealized +5.0%
ADP AUTOMATIC DATA PROCESSING INC 0.8%
Value ($000) $3,567 Shares 16,993 Est. Cost $202.51 Unrealized 0.0%
ALTL PACER LUNT LARGE CAP ALTERNATOR ETF 0.8%
Value ($000) $3,543 Shares 88,073 Est. Cost $40.23 Unrealized
GILD GILEAD SCIENCES INC 0.8%
Value ($000) $3,498 Shares 56,604 Est. Cost $54.52 Unrealized -0.8%
PSX PHILLIPS 66 0.7%
Value ($000) $3,365 Shares 41,051 Est. Cost $78.77 Unrealized +2.8%
VZ VERIZON COMMUNICATIONS INC 0.7%
Value ($000) $3,318 Shares 65,380 Est. Cost $41.84 Unrealized -4.1%
PM PHILIP MORRIS INTERNATIONAL INC 0.7%
Value ($000) $3,085 Shares 31,253 Est. Cost $64.10 Unrealized +33.2%
GNMA ISHARES GNMA BOND ETF 0.6%
Value ($000) $2,989 Shares 66,024 Est. Cost $45.27 Unrealized
AGZ ISHARES AGENCY BOND ETF 0.6%
Value ($000) $2,904 Shares 26,662 Est. Cost $117.33 Unrealized
PSCH INVESCO S&P SMALLCAP HEALTH CARE ETF 0.6%
Value ($000) $2,904 Shares 21,565 Est. Cost $134.66 Unrealized
KMI KINDER MORGAN INC 0.6%
Value ($000) $2,895 Shares 172,754 Est. Cost $14.19 Unrealized +7.9%
WALGREENS BOOTS ALLIANCE INC 0.6%
Value ($000) $2,844 Shares 75,052 Est. Cost $42.26 Unrealized
LYB LYONDELLBASELL INDUSTRIES NV 0.6%
Value ($000) $2,658 Shares 30,399 Est. Cost $69.82 Unrealized +13.9%
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.6%
Value ($000) $2,638 Shares 29,191 Est. Cost $90.89 Unrealized
SHV ISHARES SHORT TREASURY BOND ETF 0.6%
Value ($000) $2,637 Shares 24,251 Est. Cost $108.74 Unrealized
DOW DOW INC 0.6%
Value ($000) $2,578 Shares 49,962 Est. Cost $49.02 Unrealized +5.6%
HRB H&R BLOCK INC 0.5%
Value ($000) $2,384 Shares 70,123 Est. Cost $27.71 Unrealized 0.0%
PTLC PACER TRENDPILOT US LARGE CAP ETF 0.5%
Value ($000) $2,350 Shares 63,791 Est. Cost $36.39 Unrealized
FOOT LOCKER INC 0.5%
Value ($000) $2,336 Shares 92,518 Est. Cost $25.25 Unrealized
IXJ ISHARES GLOBAL HEALTHCARE ETF 0.5%
Value ($000) $2,219 Shares 27,617 Est. Cost $83.67 Unrealized
XSLV INVESCO S&P SMALLCAP LOW VOLATILITY ETF 0.4%
Value ($000) $2,033 Shares 46,612 Est. Cost $44.94 Unrealized
MMM 3M CO 0.4%
Value ($000) $1,785 Shares 13,799 Est. Cost $114.60 Unrealized -8.2%
NWL NEWELL BRANDS INC 0.4%
Value ($000) $1,764 Shares 92,653 Est. Cost $18.66 Unrealized -3.8%
TAP MOLSON COORS BEVERAGE CO 0.4%
Value ($000) $1,733 Shares 31,798 Est. Cost $44.64 Unrealized +7.3%
AEO AMERICAN EAGLE OUTFITTERS INC 0.4%
Value ($000) $1,660 Shares 148,499 Est. Cost $12.69 Unrealized 0.0%
WU WESTERN UNION CO/THE 0.4%
Value ($000) $1,627 Shares 98,835 Est. Cost $18.97 Unrealized
BEN FRANKLIN RESOURCES INC 0.3%
Value ($000) $1,485 Shares 63,726 Est. Cost $26.38 Unrealized -20.2%
NEW YORK COMMUNITY BANCORP INC 0.3%
Value ($000) $1,322 Shares 144,867 Est. Cost $9.13 Unrealized
HANESBRANDS INC 0.3%
Value ($000) $1,320 Shares 128,295 Est. Cost $14.88 Unrealized
PALC PACER LUNT LARGE CAP MULTI-FACTOR ALTERNATOR ETF 0.3%
Value ($000) $1,273 Shares 37,373 Est. Cost $34.06 Unrealized
EG EVEREST RE GROUP LTD 0.3%
Value ($000) $1,165 Shares 4,159 Est. Cost $265.07 Unrealized 0.0%
RSPS INVESCO S&P 500 EQUAL WEIGHT CONSUMER STAPLES ETF 0.2%
Value ($000) $1,104 Shares 6,753 Est. Cost $154.51 Unrealized
SMDV PROSHARES TRUST-PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF 0.2%
Value ($000) $1,089 Shares 18,927 Est. Cost $59.29 Unrealized
IP INTERNATIONAL PAPER CO 0.2%
Value ($000) $1,037 Shares 24,803 Est. Cost $43.35 Unrealized -9.3%
KHC KRAFT HEINZ CO/THE 0.2%
Value ($000) $1,004 Shares 26,336 Est. Cost $28.24 Unrealized +18.8%
CWH CAMPING WORLD HOLDINGS INC 0.2%
Value ($000) $949 Shares 43,965 Est. Cost $22.02 Unrealized 0.0%
MBB ISHARES MBS ETF 0.2%
Value ($000) $876 Shares 9,052 Est. Cost $105.31 Unrealized
PAGP PLAINS GP HOLDINGS LP 0.2%
Value ($000) $853 Shares 82,744 Est. Cost $10.31 Unrealized
OMC OMNICOM GROUP INC 0.2%
Value ($000) $789 Shares 12,405 Est. Cost $64.69 Unrealized +0.8%
BKAG BNY MELLON CORE BOND ETF 0.2%
Value ($000) $761 Shares 17,590 Est. Cost $43.26 Unrealized
CBRL CRACKER BARREL OLD COUNTRY STORE INC 0.2%
Value ($000) $718 Shares 8,609 Est. Cost $88.33 Unrealized 0.0%
FIBK FIRST INTERSTATE BANCSYSTEM INC 0.2%
Value ($000) $718 Shares 18,862 Est. Cost $28.16 Unrealized 0.0%
ORI OLD REPUBLIC INTERNATIONAL CORP 0.2%
Value ($000) $707 Shares 31,637 Est. Cost $18.50 Unrealized -5.6%
FNF FIDELITY NATIONAL FINANCIAL INC 0.2%
Value ($000) $700 Shares 18,947 Est. Cost $35.83 Unrealized -9.5%
PRU PRUDENTIAL FINANCIAL INC 0.1%
Value ($000) $678 Shares 7,088 Est. Cost $94.13 Unrealized -6.0%
ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF 0.1%
Value ($000) $674 Shares 7,237 Est. Cost $93.13 Unrealized
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $668 Shares 5,518 Est. Cost $89.41 Unrealized +29.0%
NAVI NAVIENT CORP 0.1%
Value ($000) $642 Shares 45,930 Est. Cost $15.47 Unrealized +0.5%
PFG PRINCIPAL FINANCIAL GROUP INC 0.1%
Value ($000) $634 Shares 9,500 Est. Cost $48.23 Unrealized +28.0%
FNB FNB CORP/PA 0.1%
Value ($000) $627 Shares 57,820 Est. Cost $10.49 Unrealized -2.1%
FSTA FIDELITY MSCI CONSUMER STAPLES INDEX ETF 0.1%
Value ($000) $606 Shares 14,168 Est. Cost $42.77 Unrealized
SPGP INVESCO S&P 500 GARP ETF 0.1%
Value ($000) $587 Shares 7,658 Est. Cost $76.65 Unrealized
HESM HESS MIDSTREAM LP 0.1%
Value ($000) $572 Shares 20,436 Est. Cost $20.99 Unrealized +9.1%
XMLV INVESCO S&P MIDCAP LOW VOLATILITY ETF 0.1%
Value ($000) $555 Shares 11,010 Est. Cost $50.41 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.1%
Value ($000) $554 Shares 6,635 Est. Cost $83.50 Unrealized
COWZ PACER US CASH COWS 100 ETF 0.1%
Value ($000) $537 Shares 12,729 Est. Cost $42.60 Unrealized
SVAL ISHARES US SMALL CAP VALUE FACTOR ETF 0.1%
Value ($000) $528 Shares 20,506 Est. Cost $25.75 Unrealized
UMPQUA HOLDINGS CORP 0.1%
Value ($000) $526 Shares 31,422 Est. Cost $18.85 Unrealized
CWEN CLEARWAY ENERGY INC 0.1%
Value ($000) $474 Shares 13,628 Est. Cost $27.54 Unrealized -0.1%
LKQ LKQ CORP 0.1%
Value ($000) $444 Shares 9,053 Est. Cost $44.76 Unrealized 0.0%
UPBD RENT-A-CENTER INC/TX 0.1%
Value ($000) $439 Shares 22,618 Est. Cost $24.89 Unrealized 0.0%
SPMB SPDR PORTFOLIO MORTGAGE BACKED BOND ETF 0.1%
Value ($000) $427 Shares 18,967 Est. Cost $25.26 Unrealized
APAM ARTISAN PARTNERS ASSET MANAGEMENT INC 0.1%
Value ($000) $411 Shares 11,565 Est. Cost $33.37 Unrealized -20.0%
MC MOELIS & CO 0.1%
Value ($000) $408 Shares 10,369 Est. Cost $42.52 Unrealized -14.5%
QQQ INVESCO QQQ TRUST SERIES 1 0.1%
Value ($000) $392 Shares 1,431 Est. Cost $273.93 Unrealized
GUESS INC 0.1%
Value ($000) $386 Shares 22,678 Est. Cost $21.74 Unrealized
KTB KONTOOR BRANDS INC 0.1%
Value ($000) $381 Shares 11,447 Est. Cost $47.01 Unrealized -17.4%
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.1%
Value ($000) $330 Shares 5,494 Est. Cost $60.07 Unrealized
GNK GENCO SHIPPING & TRADING LTD 0.1%
Value ($000) $329 Shares 17,064 Est. Cost $22.53 Unrealized 0.0%
FULT FULTON FINANCIAL CORP 0.1%
Value ($000) $325 Shares 22,495 Est. Cost $13.55 Unrealized -2.6%
EAGLE BULK SHIPPING INC 0.1%
Value ($000) $325 Shares 6,278 Est. Cost $51.77 Unrealized
AOK ISHARES CORE CONSERVATIVE ALLOCATION ETF 0.1%
Value ($000) $306 Shares 9,004 Est. Cost $33.98 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.1%
Value ($000) $304 Shares 6,177 Est. Cost $49.21 Unrealized
WHR WHIRLPOOL CORP 0.1%
Value ($000) $303 Shares 1,958 Est. Cost $173.89 Unrealized 0.0%
SOXX ISHARES SEMICONDUCTOR ETF 0.1%
Value ($000) $290 Shares 856 Est. Cost $338.79 Unrealized
BIG 5 SPORTING GOODS CORP 0.1%
Value ($000) $288 Shares 25,706 Est. Cost $18.00 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $281 Shares 3,988 Est. Cost $70.46 Unrealized
OMFL INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF 0.1%
Value ($000) $276 Shares 6,941 Est. Cost $47.20 Unrealized
RWJ INVESCO S&P SMALLCAP 600 REVENUE ETF 0.1%
Value ($000) $269 Shares 2,705 Est. Cost $111.38 Unrealized
NXST NEXSTAR MEDIA GROUP INC 0.1%
Value ($000) $268 Shares 1,653 Est. Cost $147.45 Unrealized 0.0%
FRANCHISE GROUP INC 0.1%
Value ($000) $264 Shares 7,537 Est. Cost $35.03 Unrealized
IBUY AMPLIFY ONLINE RETAIL ETF 0.1%
Value ($000) $238 Shares 5,931 Est. Cost $40.13 Unrealized
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $229 Shares 2,316 Est. Cost $98.88 Unrealized
CVX CHEVRON CORP 0.0%
Value ($000) $222 Shares 1,535 Est. Cost $110.09 Unrealized +29.6%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $222 Shares 1,774 Est. Cost $127.06 Unrealized
HOPE HOPE BANCORP INC 0.0%
Value ($000) $218 Shares 15,766 Est. Cost $16.04 Unrealized -9.0%
RGA REINSURANCE GROUP OF AMERICA INC 0.0%
Value ($000) $211 Shares 1,806 Est. Cost $116.04 Unrealized 0.0%
HAL HALLIBURTON CO 0.0%
Value ($000) $201 Shares 6,433 Est. Cost $29.85 Unrealized +15.6%