Hb Wealth Management, LLC Purchases in Q4 2024

Hb Wealth Management, LLC

  • $9.75 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FBHS
Fortune Brands Home & Security, Inc.

Industrials
822
+ 26.09%
N/A
3.97K $257K
PODD
Insulet Corp

Healthcare
34
+ 2.27%
$227.79 - $275.7 $7.74K - $9.37K
1.53K $399K
WPC
W. P. Carey Inc.

Real Estate
2.73K
+ 21.8%
$53.44 - $61.33 $146K - $168K
15.3K $831K
CTSH
Cognizant Technology Solutions Corp

Technology
690
+ 10.95%
$74.37 - $82.32 $51.3K - $56.8K
6.99K $537K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
160
+ 2.12%
$105.85 - $112.84 $16.9K - $18.1K
7.7K $849K
NSC
Norfolk Southern Corp

Industrials
1.49K
+ 6.78%
$230.6 - $277.0 $343K - $412K
23.4K $5.49M
AEE
Ameren Corp

Utilities
490
+ 14.32%
$85.81 - $94.98 $42K - $46.5K
3.91K $348K
BLKB
Blackbaud Inc

Technology
663
New
$73.8 - $87.47 $48.9K - $58K
663 $49K
CMF
Ishares California Muni Bond E

ETFs
876
+ 24.23%
$56.66 - $58.1 $49.6K - $50.9K
4.49K $257K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
623
+ 17.8%
$81.68 - $82.93 $50.9K - $51.7K
4.12K $338K
DOV
Dover Corp

Industrials
401
+ 5.26%
$184.72 - $206.51 $74.1K - $82.8K
8.03K $1.51M
CBOE
Cboe Global Markets, Inc.

Financial Services
379
+ 10.95%
$191.61 - $217.84 $72.6K - $82.6K
3.84K $750K
TROW
Price T Rowe Group Inc

Financial Services
296
+ 12.36%
$106.48 - $124.69 $31.5K - $36.9K
2.69K $304K
WRB
Berkley W R Corp

Financial Services
578
+ 10.53%
$56.48 - $64.94 $32.6K - $37.5K
6.07K $354K
AVB
Avalonbay Communities Inc

Real Estate
220
+ 18.24%
$216.28 - $237.81 $47.6K - $52.3K
1.43K $313K
PTC
Ptc Inc.

Technology
194
+ 9.84%
$175.97 - $201.89 $34.1K - $39.2K
2.17K $398K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
871
+ 19.2%
$49.84 - $59.6 $43.4K - $51.9K
5.41K $286K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
718
+ 4.14%
$77.23 - $82.11 $55.5K - $59K
18.1K $1.41M
KEY
Keycorp

Financial Services
1.66K
+ 4.57%
$16.21 - $19.97 $26.9K - $33.1K
38K $650K
IEX
Idex Corp

Industrials
217
+ 23.09%
$202.75 - $236.06 $44K - $51.2K
1.16K $242K
LYG
Lloyds Banking Group PLC

Financial Services
18.1K
+ 88.36%
$2.67 - $3.23 $48.2K - $58.3K
38.5K $104K
LVS
Las Vegas Sands Corp

Consumer Cyclical
701
+ 14.93%
$47.96 - $55.17 $33.6K - $38.7K
5.4K $277K
NTRS
Northern Trust Corp

Financial Services
35
+ 1.19%
$88.4 - $111.16 $3.09K - $3.89K
2.98K $305K
CTRA
Coterra Energy Inc.

Energy
1.06K
+ 12.45%
$22.71 - $27.63 $24.1K - $29.3K
9.58K $244K
HUBB
Hubbell Inc

Industrials
110
+ 16.27%
$418.89 - $472.12 $46.1K - $51.9K
786 $329K
CMA
Comerica Inc

Financial Services
430
+ 6.8%
$57.88 - $72.73 $24.9K - $31.3K
6.75K $417K
HSY
Hershey CO

Consumer Defensive
616
+ 20.75%
$168.67 - $193.65 $104K - $119K
3.59K $607K
MRCC
Monroe Capital Corp

Financial Services
1.65K
+ 3.0%
$7.82 - $8.64 $12.9K - $14.3K
56.6K $481K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
2.88K
+ 9.6%
$18.28 - $18.87 $52.6K - $54.3K
32.9K $602K
XLP
Consumer Staples Sector Spdr

ETFs
474
+ 3.62%
N/A
13.6K $1.03M
PCG
Pg&E Corp

Utilities
1.19K
+ 4.35%
$19.2 - $21.63 $22.8K - $25.7K
28.5K $574K
MGMT
Unified Ser Tr Ballast Small/M

ETFs
2
+ 0.02%
$37.84 - $44.21 $75.7 - $88.4
11K $457K
HAL
Halliburton CO

Energy
2.03K
+ 17.94%
$25.77 - $31.99 $52.3K - $64.9K
13.3K $362K
SYY
Sysco Corp

Consumer Defensive
824
+ 4.46%
$73.63 - $81.77 $60.7K - $67.4K
19.3K $1.48M
ATO
Atmos Energy Corp

Utilities
224
+ 8.43%
$136.41 - $151.43 $30.6K - $33.9K
2.88K $401K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
17
+ 0.58%
$170.03 - $192.78 $2.89K - $3.28K
2.93K $541K
HIG
Hartford Financial Services Group, Inc.

Financial Services
621
+ 14.24%
$107.06 - $123.74 $66.5K - $76.8K
4.98K $545K
HRL
Hormel Foods Corp

Consumer Defensive
1.27K
+ 5.42%
$29.21 - $33.55 $37K - $42.5K
24.6K $773K
FICO
Fair Isaac Corp

Technology
8
+ 2.18%
$1911.01 - $2382.4 $15.3K - $19.1K
375 $746K
F
Ford Motor CO

Consumer Cyclical
6.15K
+ 14.32%
$9.69 - $11.4 $59.6K - $70.1K
49.1K $485K
IBN
Icici Bank LTD

Financial Services
917
+ 13.18%
$28.69 - $31.9 $26.3K - $29.3K
7.88K $235K
STLD
Steel Dynamics Inc

Basic Materials
279
+ 9.03%
N/A
3.37K $330K
EVRG
Evergy, Inc.

Utilities
506
+ 6.8%
$59.06 - $65.0 $29.9K - $32.9K
7.94K $488K
SSRM
Ssr Mining Inc.

Basic Materials
1.46K
+ 11.33%
$5.28 - $8.12 $7.72K - $11.9K
14.4K $100K
KEYS
Keysight Technologies, Inc.

Technology
129
+ 3.93%
$149.01 - $172.53 $19.2K - $22.3K
3.41K $548K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
566
+ 23.81%
$79.93 - $88.06 $45.2K - $49.8K
2.94K $235K
OEF
Ishares S&P 100 ETF

ETFs
93
+ 0.4%
N/A
23.5K $6.26M
CWB
Spdr Bloomberg Convertible Sec

ETFs
156
+ 1.58%
$76.21 - $82.24 $11.9K - $12.8K
10.1K $783K
AIQ
Global X Funds Global X Artifi

ETFs
123
+ 0.93%
$36.57 - $40.57 $4.5K - $4.99K
13.4K $518K
Activity Summary
Buys All Purchases 749 New Holdings 140 Increased Positions 609 Sells All Sells 223 Reductions 223 Sold out 0 Options Calls 18 Puts 1
Track This Portfolio

Track Hb Wealth Management, LLC Portfolio

Follow Hb Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hb Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email