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
NANR
Spdr Index Shs Fds S&P North A

ETFs
943
+ 21.3%
$50.02 - $58.31 $47.2K - $55K
5.37K $274K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
222K
+ 200.63%
$27.54 - $83.04 $6.11M - $18.4M
333K $9.22M
FNDF
Schwab Fundamental Intl Large

ETFs
1.39K
+ 25.25%
$32.92 - $37.15 $45.6K - $51.5K
6.87K $228K
BBD
Bank Bradesco

Financial Services
12.2K
New
$1.87 - $2.77 $22.8K - $33.8K
12.2K $23K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
244
+ 9.93%
$84.34 - $95.14 $20.6K - $23.2K
2.7K $235K
CHD
Church & Dwight CO Inc

Consumer Defensive
206
+ 3.58%
$99.11 - $112.25 $20.4K - $23.1K
5.96K $623K
HMOP
Hartford Fds Exchange Traded T

ETFs
644
+ 11.23%
$38.56 - $39.45 $24.8K - $25.4K
6.38K $246K
MLPA
Global X Mlp ETF

ETFs
8
+ 0.06%
$47.44 - $52.61 $380 - $421
13.8K $683K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1
+ 0.01%
$118.0 - $127.04 $118 - $127
15.6K $1.9M
OMC
Omnicom Group Inc.

Communication Services
1.06K
+ 25.14%
$85.82 - $105.47 $91.1K - $112K
5.29K $454K
VTR
Ventas, Inc.

Real Estate
725
+ 14.25%
$57.73 - $66.48 $41.9K - $48.2K
5.81K $342K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
241
+ 5.93%
$101.77 - $113.02 $24.5K - $27.2K
4.3K $454K
FAST
Fastenal CO

Industrials
142
+ 1.23%
$69.99 - $84.35 $9.94K - $12K
11.7K $839K
BXP
Boston Properties Inc

Real Estate
696
+ 11.8%
$73.33 - $89.72 $51K - $62.4K
6.59K $490K
LADR
Ladder Capital Corp

Real Estate
2.01K
+ 13.41%
$10.95 - $11.99 $22K - $24.1K
17K $190K
RPTX
Repare Therapeutics Inc.

Healthcare
11.5K
New
$1.25 - $3.97 $14.4K - $45.7K
11.5K $15K
AKAM
Akamai Technologies Inc

Technology
161
+ 5.47%
N/A
3.1K $281K
DPZ
Dominos Pizza Inc

Consumer Cyclical
54
+ 6.45%
$408.59 - $476.19 $22.1K - $25.7K
891 $374K
DOX
Amdocs LTD

Technology
264
+ 7.38%
$82.94 - $92.86 $21.9K - $24.5K
3.84K $326K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
76
+ 0.88%
$89.88 - $101.38 $6.83K - $7.7K
8.74K $815K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
869
+ 8.56%
$99.2 - $108.47 $86.2K - $94.3K
11K $1.1M
PKI
Perkinelmer Inc

Healthcare
104
+ 4.57%
N/A
2.38K $287K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
243
+ 7.05%
$74.71 - $79.24 $18.2K - $19.3K
3.69K $283K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
893
+ 3.59%
$19.42 - $19.76 $17.3K - $17.6K
25.8K $502K
SONY
Sony Group Corp

Technology
9.96K
+ 378.42%
$17.53 - $96.8 $175K - $964K
12.6K $266K
PG
Procter & Gamble CO

Consumer Defensive
6.93K
+ 3.3%
$161.05 - $179.7 $1.12M - $1.24M
217K $36.3M
TSCO
Tractor Supply CO

Consumer Cyclical
9.8K
+ 458.02%
$52.59 - $303.74 $515K - $2.98M
11.9K $633K
WIT
Wipro LTD

Technology
17.8K
+ 100.0%
$3.54 - $7.24 $62.9K - $129K
35.6K $125K
RES
Rpc Inc

Energy
3.7K
+ 12.93%
$5.63 - $7.14 $20.8K - $26.4K
32.3K $191K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
800
+ 21.72%
$104.5 - $125.64 $83.6K - $101K
4.48K $468K
WDC
Western Digital Corp

Technology
1.08K
+ 17.07%
$59.62 - $73.43 $64.2K - $79.1K
7.39K $440K
LPX
Louisiana Pacific Corp

Industrials
242
+ 6.25%
$98.02 - $120.27 $23.7K - $29.1K
4.12K $426K
NRZ
New Residential Investment Corp.

Real Estate
1.41K
+ 10.37%
N/A
15K $108K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
168
+ 7.22%
$89.9 - $100.66 $15.1K - $16.9K
2.5K $225K
HTGC
Hercules Capital, Inc.

Financial Services
202
+ 1.93%
$18.53 - $20.22 $3.74K - $4.08K
10.7K $214K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
7.01K
+ 100.0%
$27.45 - $55.56 $192K - $389K
14K $396K
BWA
Borgwarner Inc

Consumer Cyclical
1.7K
+ 17.03%
$31.48 - $35.49 $53.6K - $60.4K
11.7K $371K
WTRG
Essential Utilities, Inc.

Utilities
856
+ 8.51%
$36.18 - $40.55 $31K - $34.7K
10.9K $396K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
423
+ 3.3%
$47.58 - $48.56 $20.1K - $20.5K
13.2K $632K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
574
+ 14.61%
$60.13 - $67.31 $34.5K - $38.6K
4.5K $273K
AAL
American Airlines Group Inc.

Industrials
492
+ 3.35%
N/A
15.2K $167K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
900
+ 3.27%
$20.08 - $20.61 $18.1K - $18.5K
28.4K $572K
GOSS
Gossamer Bio, Inc.

Healthcare
10.2K
+ 37.09%
$0.66 - $1.07 $6.73K - $10.9K
37.7K $33K
MTTR
Matterport, Inc.

Technology
113
+ 0.56%
$4.46 - $4.96 $504 - $560
20.3K $96K
FTV
Fortive Corp

Technology
299
+ 6.61%
$71.16 - $79.68 $21.3K - $23.8K
4.82K $361K
QUAL
Ishares Msci Usa Quality Facto

ETFs
72
+ 1.03%
$176.42 - $186.91 $12.7K - $13.5K
7.03K $1.25M
CTVA
Corteva, Inc.

Basic Materials
345
+ 3.75%
$55.21 - $64.13 $19K - $22.1K
9.54K $543K
AINV
Apollo Investment Corp

Financial Services
203
+ 1.97%
N/A
10.5K $117K
AIM
Aim Immuno Tech Inc.

Healthcare
10K
New
$0.19 - $0.27 $1.9K - $2.7K
10K $2K
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
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