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
VGT
Vanguard Information Technolog

ETFs
106
+ 0.75%
$571.78 - $647.97 $60.6K - $68.7K
14.3K $8.87M
TJX
Tjx Companies Inc

Consumer Cyclical
3.65K
+ 9.69%
$112.15 - $127.2 $409K - $464K
41.3K $4.98M
GLD
Spdr Gold Trust

ETFs
2.49K
+ 5.16%
$236.59 - $257.5 $590K - $642K
50.8K $12.3M
KKR
Kkr & Co. Inc.

Financial Services
2.71K
+ 30.32%
$129.87 - $162.87 $352K - $441K
11.6K $1.72M
ET
Energy Transfer LP

Energy
837
+ 0.55%
$16.05 - $19.86 $13.4K - $16.6K
153K $2.99M
APP
App Lovin Corp

Technology
571
+ 31.56%
$130.67 - $401.5 $74.6K - $229K
2.38K $770K
WSM
Williams Sonoma Inc

Consumer Cyclical
2.88K
New
$129.13 - $198.21 $372K - $571K
2.88K $533K
SHOP
Shopify Inc.

Technology
2.57K
+ 27.75%
$78.14 - $119.49 $201K - $307K
11.8K $1.26M
MFC
Manulife Financial Corp

Financial Services
16.2K
+ 140.87%
$29.21 - $32.87 $472K - $531K
27.6K $848K
ALC
Alcon Inc

Healthcare
6.43K
+ 260.67%
$83.87 - $99.15 $539K - $637K
8.89K $755K
PGR
Progressive Corp

Financial Services
3.28K
+ 16.16%
$239.6 - $268.88 $786K - $882K
23.6K $5.65M
TRV
Travelers Companies, Inc.

Financial Services
1.73K
+ 14.6%
$225.97 - $266.66 $390K - $461K
13.6K $3.27M
PCAR
Paccar Inc

Industrials
3.05K
+ 9.34%
$97.92 - $118.41 $298K - $361K
35.7K $3.71M
DNP
Dnp Select Income Fund Inc

Financial Services
54.4K
New
$8.82 - $9.96 $480K - $542K
54.4K $479K
MSTR
Microstrategy Inc

Technology
858
+ 45.66%
$162.69 - $473.83 $140K - $407K
2.74K $792K
FPE
First Tr Pfd Secs & Income ETF

ETFs
26.7K
New
$17.65 - $18.18 $472K - $486K
26.7K $473K
PRU
Prudential Financial Inc

Financial Services
4.09K
+ 52.03%
$114.59 - $129.52 $469K - $530K
12K $1.42M
BK
Bank Of New York Mellon Corp

Financial Services
5.17K
+ 37.91%
$70.82 - $81.87 $366K - $423K
18.8K $1.45M
UPS
United Parcel Service Inc

Industrials
6.18K
+ 18.78%
$122.65 - $138.35 $758K - $855K
39.1K $4.93M
VV
Vanguard Large Cap ETF

ETFs
928
+ 3.08%
$260.27 - $280.65 $242K - $260K
31.1K $8.38M
EME
Emcor Group, Inc.

Industrials
967
New
$427.96 - $526.95 $414K - $510K
967 $438K
MAR
Marriott International Inc

Consumer Cyclical
1K
+ 19.06%
$246.06 - $292.59 $246K - $293K
6.25K $1.74M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
178
+ 2.41%
$173.13 - $258.09 $30.8K - $45.9K
7.55K $1.74M
AVUS
American Centy ETF Tr Avantis

ETFs
3.56K
+ 7.18%
$94.36 - $102.06 $336K - $364K
53.2K $5.15M
TRGP
Targa Resources Corp.

Energy
1.4K
+ 23.81%
$150.58 - $207.69 $211K - $291K
7.29K $1.3M
OKE
Oneok Inc

Energy
1.57K
+ 5.35%
$92.28 - $117.05 $145K - $184K
30.9K $3.1M
JEF
Jefferies Financial Group Inc.

Financial Services
5.39K
New
$61.95 - $81.75 $334K - $441K
5.39K $422K
APH
Amphenol Corp

Technology
4.59K
+ 19.48%
$62.07 - $75.35 $285K - $346K
28.1K $1.95M
LAMR
Lamar Advertising CO

Real Estate
3.4K
New
$121.37 - $138.11 $412K - $469K
3.4K $413K
MDB
Mongo Db, Inc.

Technology
1.77K
New
$232.81 - $350.13 $413K - $621K
1.77K $412K
HOOD
Robinhood Markets, Inc.

Technology
5.72K
+ 41.79%
$22.33 - $43.2 $128K - $247K
19.4K $723K
MSI
Motorola Solutions, Inc.

Technology
711
+ 12.56%
$449.08 - $504.6 $319K - $359K
6.37K $2.95M
SNOW
Snowflake Inc.

Technology
2.57K
New
$109.65 - $186.51 $282K - $479K
2.57K $396K
SNY
Sanofi

Healthcare
9.34K
+ 151.8%
$45.89 - $57.31 $429K - $535K
15.5K $747K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1.19K
+ 20.06%
$229.83 - $258.46 $272K - $306K
7.09K $1.75M
IAU
Ishares Gold Trust

ETFs
8.11K
+ 11.29%
$48.37 - $52.65 $392K - $427K
80K $3.96M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
271
+ 14.86%
$1146.59 - $1270.6 $311K - $344K
2.1K $2.48M
SRE
Sempra Energy

Utilities
3.65K
+ 24.11%
$80.81 - $94.77 $295K - $346K
18.8K $1.65M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.42K
+ 5.8%
$129.96 - $144.97 $185K - $206K
26K $3.62M
UTHR
United Therapeutics Corp

Healthcare
1.07K
New
$348.66 - $410.0 $372K - $437K
1.07K $376K
IWR
Ishares Russell Mid Cap ETF

ETFs
4.14K
+ 11.69%
$87.25 - $95.52 $361K - $395K
39.6K $3.5M
XEL
Xcel Energy Inc

Utilities
5.21K
+ 52.87%
$62.16 - $72.92 $324K - $380K
15.1K $1.02M
NBIX
Neurocrine Biosciences Inc

Healthcare
2.74K
New
$111.62 - $139.44 $305K - $381K
2.74K $373K
ARCC
Ares Capital Corp

Financial Services
9.77K
+ 5.84%
$20.74 - $22.27 $203K - $217K
177K $3.87M
VST
Vistra Corp.

Utilities
2.27K
+ 77.59%
$115.74 - $166.61 $263K - $378K
5.2K $716K
ATR
Aptargroup, Inc.

Healthcare
2.35K
New
$156.73 - $176.15 $368K - $414K
2.35K $369K
DLR
Digital Realty Trust, Inc.

Real Estate
1.47K
+ 21.66%
$156.46 - $195.69 $230K - $287K
8.25K $1.46M
CADL
Candel Therapeutics, Inc.

Healthcare
30.6K
+ 54.08%
$3.96 - $9.96 $121K - $305K
87.3K $757K
CSL
Carlisle Companies Inc

Industrials
987
New
$368.67 - $480.91 $364K - $475K
987 $364K
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