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
TDG
Trans Digm Group Inc

Industrials
54
+ 7.98%
$1239.0 - $1442.53 $66.9K - $77.9K
731 $926K
FNDA
Schwab Fundamental U S Small C

ETFs
4.56K
+ 77.77%
$29.26 - $59.11 $133K - $270K
10.4K $309K
MAS
Masco Corp

Industrials
97
+ 2.34%
$72.52 - $85.73 $7.03K - $8.32K
4.24K $307K
NXPI
Nxp Semiconductors N.V.

Technology
302
+ 9.34%
$207.27 - $255.58 $62.6K - $77.2K
3.54K $735K
RMD
Resmed Inc

Healthcare
26
+ 0.85%
$228.69 - $256.07 $5.95K - $6.66K
3.07K $702K
CEG
Constellation Energy Corp

Utilities
682
+ 12.13%
$224.28 - $285.52 $153K - $195K
6.31K $1.42M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
407
+ 2.0%
$33.39 - $37.66 $13.6K - $15.3K
20.8K $693K
CB
Chubb LTD

Financial Services
1.19K
+ 3.78%
$271.57 - $301.89 $324K - $360K
32.7K $9.05M
SCCO
Southern Copper Corp

Basic Materials
46
+ 2.1%
$91.13 - $117.95 $4.19K - $5.43K
2.24K $203K
BALL
Ball Corp

Consumer Cyclical
1.62K
+ 14.91%
$54.84 - $67.94 $88.7K - $110K
12.5K $683K
NVR
Nvr Inc

Consumer Cyclical
3
+ 6.12%
$8101.21 - $9940.51 $24.3K - $29.8K
52 $425K
BNL
Broadstone Net Lease, Inc.

Real Estate
303
+ 1.56%
$15.86 - $18.7 $4.81K - $5.67K
19.7K $312K
HOLX
Hologic Inc

Healthcare
43
+ 0.68%
$70.76 - $83.72 $3.04K - $3.6K
6.33K $456K
BBY
Best Buy CO Inc

Consumer Cyclical
511
+ 8.98%
$85.2 - $101.35 $43.5K - $51.8K
6.2K $531K
VZ
Verizon Communications Inc

Communication Services
16.4K
+ 11.35%
$39.6 - $45.21 $648K - $740K
161K $6.42M
VONV
Vanguard Russell 1000 Value Et

ETFs
52
+ 0.18%
$80.87 - $87.69 $4.21K - $4.56K
29.7K $2.41M
NVS
Novartis Ag

Healthcare
534
+ 8.6%
$96.78 - $117.18 $51.7K - $62.6K
6.74K $656K
MPW
Medical Properties Trust Inc

Real Estate
1.66K
+ 4.83%
$3.72 - $5.77 $6.19K - $9.6K
36.1K $142K
DOW
Dow Inc.

Basic Materials
2.22K
+ 21.23%
$39.1 - $55.34 $86.9K - $123K
12.7K $509K
BAH
Booz Allen Hamilton Holding Corp

Industrials
118
+ 5.02%
$128.36 - $186.0 $15.1K - $21.9K
2.47K $317K
LYB
Lyondell Basell Industries N.V.

Basic Materials
1.18K
+ 16.21%
$72.97 - $96.75 $86.3K - $114K
8.48K $629K
PRG
Prog Holdings, Inc.

Industrials
631
+ 4.06%
$41.69 - $49.65 $26.3K - $31.3K
16.2K $683K
IYR
Ishares Tr

ETFs
100
+ 1.1%
$90.74 - $102.87 $9.07K - $10.3K
9.17K $853K
WY
Weyerhaeuser CO

Real Estate
357
+ 2.43%
$27.21 - $33.7 $9.71K - $12K
15K $423K
ZTS
Zoetis Inc.

Healthcare
1.87K
+ 15.96%
$162.24 - $194.42 $303K - $363K
13.6K $2.21M
DINO
Hf Sinclair Corp

Energy
923
+ 7.9%
$33.69 - $47.67 $31.1K - $44K
12.6K $442K
DVN
Devon Energy Corp

Energy
594
+ 3.84%
$30.52 - $42.96 $18.1K - $25.5K
16K $525K
IQLT
Ishares Msci Intl Quality Fact

ETFs
168
+ 0.83%
$37.12 - $41.23 $6.24K - $6.93K
20.4K $755K
ITW
Illinois Tool Works Inc

Industrials
339
+ 1.71%
$253.56 - $278.5 $86K - $94.4K
20.2K $5.12M
MLM
Martin Marietta Materials Inc

Basic Materials
148
+ 2.0%
$516.5 - $619.58 $76.4K - $91.7K
7.53K $3.89M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
840
+ 4.22%
$75.65 - $83.47 $63.5K - $70.1K
20.7K $1.58M
CE
Celanese Corp

Basic Materials
789
+ 35.04%
$67.03 - $136.68 $52.9K - $108K
3.04K $210K
AVEM
American Centy ETF Tr Avantis

ETFs
376
+ 1.83%
$58.59 - $66.14 $22K - $24.9K
21K $1.23M
BDX
Becton Dickinson & CO

Healthcare
828
+ 3.98%
$220.02 - $243.75 $182K - $202K
21.6K $4.91M
OTIS
Otis Worldwide Corp

Industrials
691
+ 4.45%
$92.57 - $106.01 $64K - $73.3K
16.2K $1.5M
AVY
Avery Dennison Corp

Industrials
76
+ 1.96%
$186.26 - $220.48 $14.2K - $16.8K
3.95K $739K
ACGL
Arch Capital Group Ltd.

Financial Services
264
+ 3.34%
$88.71 - $114.86 $23.4K - $30.3K
8.17K $754K
CTAS
Cintas Corp

Industrials
126
+ 1.89%
$182.7 - $226.47 $23K - $28.5K
6.8K $1.24M
HPQ
Hp Inc

Technology
1.88K
+ 3.14%
$32.46 - $39.3 $60.9K - $73.7K
61.6K $2.01M
PLD
Prologis, Inc.

Real Estate
967
+ 7.68%
$101.4 - $126.96 $98.1K - $123K
13.6K $1.43M
SCHA
Schwab Strategic Tr Us Small C

ETFs
146K
+ 95.15%
$25.33 - $51.16 $3.69M - $7.45M
299K $7.72M
SCHR
Schwab Intermediate Term Us Tr

ETFs
1.94K
+ 23.27%
$24.19 - $50.58 $46.9K - $98K
10.3K $249K
KLAC
Kla Corp

Technology
645
+ 15.56%
$614.46 - $829.55 $396K - $535K
4.79K $3.02M
DUK
Duke Energy Corp

Utilities
2.78K
+ 4.22%
$105.76 - $120.76 $294K - $336K
68.7K $7.4M
NEM
Newmont Corp

Basic Materials
673
+ 4.88%
$37.0 - $58.68 $24.9K - $39.5K
14.5K $538K
IDXX
Idexx Laboratories Inc

Healthcare
11
+ 0.49%
$406.92 - $495.42 $4.48K - $5.45K
2.24K $925K
CVS
Cvs Health Corp

Healthcare
2.26K
+ 12.73%
$43.78 - $67.46 $99K - $153K
20K $899K
GE
General Electric CO

Industrials
1.3K
+ 6.38%
$159.95 - $194.23 $208K - $252K
21.7K $3.61M
FCX
Freeport Mcmoran Inc

Basic Materials
1.9K
+ 7.46%
$38.08 - $50.82 $72.2K - $96.4K
27.3K $1.04M
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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