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
Mustang Bio Inc
67K
+ 167.5%
N/A
107K $0
ONL
Orion Office Reit Inc.

Real Estate
901
+ 5.32%
$3.68 - $4.32 $3.32K - $3.89K
17.8K $66K
IFRA
Ishares Tr

ETFs
91
+ 1.14%
$45.94 - $51.71 $4.18K - $4.71K
8.09K $374K
MKC
Mccormick & CO Inc

Consumer Defensive
384
+ 7.3%
$73.97 - $84.09 $28.4K - $32.3K
5.64K $430K
NTAP
Net App, Inc.

Technology
184
+ 6.09%
$115.31 - $131.11 $21.2K - $24.1K
3.2K $371K
VBR
Vanguard Small Cap Value ETF

ETFs
609
+ 1.27%
$197.36 - $217.3 $120K - $132K
48.6K $9.63M
PFG
Principal Financial Group Inc

Financial Services
353
+ 9.22%
$74.91 - $91.26 $26.4K - $32.2K
4.18K $323K
SON
Sonoco Products CO

Consumer Cyclical
665
+ 10.18%
$48.6 - $54.89 $32.3K - $36.5K
7.2K $351K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
18
+ 0.14%
$18.04 - $18.54 $325 - $334
12.8K $230K
FNDX
Schwab Fundamental U S Large C

ETFs
25.8K
+ 200.98%
$23.49 - $71.77 $605K - $1.85M
38.6K $914K
LDOS
Leidos Holdings, Inc.

Technology
335
+ 11.57%
$143.17 - $201.39 $48K - $67.5K
3.23K $465K
OLPX
Olaplex Holdings, Inc.

Consumer Cyclical
1.19K
+ 8.37%
$1.62 - $2.34 $1.92K - $2.78K
15.4K $26K
FNDB
Schwab Fundamental U S Broad M

ETFs
25.2K
+ 200.0%
$23.07 - $70.32 $582K - $1.78M
37.9K $880K
U
Unity Software Inc.

Technology
405
+ 0.38%
$17.34 - $27.72 $7.02K - $11.2K
108K $2.42M
TSN
Tyson Foods, Inc.

Consumer Defensive
115
+ 1.52%
$57.14 - $64.54 $6.57K - $7.42K
7.66K $439K
IR
Ingersoll Rand Inc.

Industrials
513
+ 6.84%
$90.46 - $105.35 $46.4K - $54K
8.01K $724K
FVD
First Tr Value Line Divid Inde

ETFs
17
+ 0.26%
$43.4 - $46.7 $738 - $794
6.53K $284K
CGDV
Capital Group Divid Value ETF

ETFs
42
+ 0.38%
$35.16 - $37.12 $1.48K - $1.56K
11.2K $395K
HYD
Vaneck High Yield Muni ETF

ETFs
120
+ 0.74%
$51.09 - $53.06 $6.13K - $6.37K
16.4K $850K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
8
+ 0.12%
$45.07 - $47.1 $361 - $377
6.58K $297K
TXT
Textron Inc

Industrials
496
+ 11.6%
$75.82 - $90.32 $37.6K - $44.8K
4.77K $365K
EYE
National Vision Holdings, Inc.

Consumer Cyclical
85
+ 0.27%
$9.69 - $12.45 $824 - $1.06K
32.1K $334K
UWMC
Uwm Holdings Corp

Financial Services
2.63K
+ 23.03%
$5.65 - $8.33 $14.9K - $21.9K
14.1K $82K
VIS
Vanguard Industrial ETF

ETFs
2
+ 0.07%
$254.39 - $279.7 $509 - $559
2.79K $709K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
114
+ 0.8%
$70.12 - $75.48 $7.99K - $8.6K
14.3K $1.01M
EL
Estee Lauder Companies Inc

Consumer Defensive
553
+ 23.31%
$62.74 - $97.24 $34.7K - $53.8K
2.93K $219K
EBAY
Ebay Inc

Consumer Cyclical
210
+ 2.15%
$57.51 - $67.17 $12.1K - $14.1K
9.98K $618K
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
1.46K
+ 4.65%
$2.96 - $4.24 $4.33K - $6.2K
32.9K $99K
BIIB
Biogen Inc.

Healthcare
213
+ 15.48%
$146.47 - $191.55 $31.2K - $40.8K
1.59K $242K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
16
+ 0.14%
$47.77 - $51.75 $764 - $828
11.4K $553K
BP
Bp PLC

Energy
319
+ 1.73%
$28.16 - $33.14 $8.98K - $10.6K
18.8K $554K
KMB
Kimberly Clark Corp

Consumer Defensive
920
+ 7.03%
$130.37 - $146.09 $120K - $134K
14K $1.84M
MTD
Mettler Toledo International Inc

Healthcare
20
+ 10.42%
$1160.67 - $1498.12 $23.2K - $30K
212 $259K
XLU
Utilities Sector Spdr

ETFs
16
+ 0.27%
$74.89 - $82.93 $1.2K - $1.33K
5.89K $445K
PSX
Phillips 66

Energy
2.77K
+ 14.0%
$110.35 - $138.93 $305K - $385K
22.5K $2.57M
XLB
Select Sector Spdr Fd Material

ETFs
285
+ 6.16%
$83.8 - $97.58 $23.9K - $27.8K
4.91K $413K
IT
Gartner Inc

Technology
1
+ 0.07%
$481.22 - $551.8 $481 - $552
1.47K $710K
NU
Nu Holdings Ltd.

Financial Services
1.85K
+ 11.71%
$10.24 - $15.89 $19K - $29.4K
17.7K $183K
SNPS
Synopsys Inc

Technology
63
+ 2.03%
$485.36 - $588.0 $30.6K - $37K
3.17K $1.54M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
57
+ 0.75%
$52.1 - $57.26 $2.97K - $3.26K
7.69K $401K
SUI
Sun Communities Inc

Real Estate
207
+ 4.16%
$119.89 - $139.05 $24.8K - $28.8K
5.18K $637K
ED
Consolidated Edison Inc

Utilities
981
+ 11.76%
$88.87 - $107.38 $87.2K - $105K
9.33K $832K
IDEV
Ishares Core Msci Intl Develop

ETFs
76
+ 1.12%
$64.18 - $70.42 $4.88K - $5.35K
6.86K $442K
ACWI
Ishares Msci Acwi ETF

ETFs
44
+ 0.21%
$117.05 - $123.03 $5.15K - $5.41K
21K $2.47M
IBRX
Immunity Bio, Inc.

Healthcare
155
+ 0.46%
$2.56 - $6.17 $397 - $956
33.7K $86K
CPB
Campbell Soup CO

Consumer Defensive
319
+ 4.31%
$41.42 - $48.71 $13.2K - $15.5K
7.72K $323K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
139
+ 0.86%
$33.43 - $36.52 $4.65K - $5.08K
16.3K $549K
PPG
Ppg Industries Inc

Basic Materials
540
+ 6.74%
$119.09 - $131.37 $64.3K - $70.9K
8.55K $1.02M
POOL
Pool Corp

Industrials
4
+ 0.35%
$339.32 - $390.03 $1.36K - $1.56K
1.15K $391K
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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