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
MGC
Vanguard Mega Cap ETF

ETFs
147
+ 0.27%
$204.21 - $220.18 $30K - $32.4K
55K $11.7M
DECK
Deckers Outdoor Corp

Consumer Cyclical
355
+ 5.37%
$152.04 - $211.12 $54K - $74.9K
6.96K $1.41M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
325
+ 15.4%
$260.53 - $404.79 $84.7K - $132K
2.44K $931K
TTE
Total Energies Se

Energy
5.22K
+ 50.86%
N/A
15.5K $1.06M
WSO
Watsco Inc

Industrials
757
New
$466.57 - $568.78 $353K - $431K
757 $358K
CDNS
Cadence Design Systems Inc

Technology
811
+ 21.75%
$249.1 - $324.54 $202K - $263K
4.54K $1.36M
GM
General Motors CO

Consumer Cyclical
3.44K
+ 17.21%
$44.82 - $60.2 $154K - $207K
23.4K $1.25M
ABCB
Ameris Bancorp

Financial Services
5.62K
New
$60.0 - $72.37 $337K - $407K
5.62K $351K
HBAN
Huntington Bancshares Inc

Financial Services
18.3K
+ 60.96%
$14.18 - $18.2 $260K - $334K
48.5K $788K
JCI
Johnson Controls International PLC

Industrials
4K
+ 17.29%
$74.23 - $86.6 $297K - $346K
27.1K $2.14M
MO
Altria Group, Inc.

Consumer Defensive
4.65K
+ 5.69%
$49.06 - $57.74 $228K - $269K
86.4K $4.52M
FDX
Fedex Corp

Industrials
494
+ 1.92%
$260.5 - $305.15 $129K - $151K
26.3K $7.39M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
2.64K
New
$110.69 - $154.48 $292K - $408K
2.64K $335K
IBKR
Interactive Brokers Group, Inc.

Financial Services
1.88K
New
$138.3 - $192.95 $260K - $363K
1.88K $332K
TAP
Molson Coors Beverage CO

Consumer Defensive
5.67K
New
$53.97 - $63.88 $306K - $362K
5.67K $324K
TPL
Texas Pacific Land Corp

Energy
76
+ 7.06%
$915.49 - $1730.0 $69.6K - $131K
1.15K $1.28M
PEG
Public Service Enterprise Group Inc

Utilities
4.28K
+ 53.73%
$81.87 - $94.51 $350K - $404K
12.2K $1.03M
NGG
National Grid PLC

Utilities
5.43K
New
$57.68 - $70.03 $313K - $380K
5.43K $322K
DXCM
Dexcom Inc

Healthcare
4.14K
New
$65.68 - $81.01 $272K - $335K
4.14K $321K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
3.17K
New
$77.15 - $104.91 $244K - $332K
3.17K $319K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
1.39K
New
$193.7 - $235.05 $269K - $326K
1.39K $317K
EQT
Eqt Corp

Energy
4.05K
+ 29.57%
$35.62 - $46.89 $144K - $190K
17.7K $817K
WBS
Webster Financial Corp

Financial Services
5.72K
New
$44.33 - $62.82 $253K - $359K
5.72K $315K
WCC
Wesco International Inc

Industrials
1.74K
New
$164.11 - $213.19 $285K - $370K
1.74K $314K
MU
Micron Technology Inc

Technology
8.13K
+ 42.87%
$84.16 - $113.41 $684K - $922K
27.1K $2.28M
MANH
Manhattan Associates Inc

Technology
1.16K
New
$263.36 - $309.78 $307K - $361K
1.16K $314K
WEC
Wec Energy Group, Inc.

Utilities
3.42K
+ 83.71%
$92.94 - $101.82 $318K - $349K
7.51K $706K
AXON
Axon Enterprise, Inc.

Industrials
68
+ 4.95%
$399.22 - $689.78 $27.1K - $46.9K
1.44K $856K
DFUS
Dimensional ETF Tr U S Equity

ETFs
1.68K
+ 1.33%
$61.52 - $66.5 $104K - $112K
128K $8.19M
BSX
Boston Scientific Corp

Healthcare
1.68K
+ 5.91%
$83.62 - $91.5 $140K - $153K
30K $2.68M
ETR
Entergy Corp

Utilities
7.07K
+ 171.34%
$73.19 - $156.4 $518K - $1.11M
11.2K $849K
WM
Waste Management Inc

Industrials
2.75K
+ 6.41%
$201.79 - $228.46 $555K - $629K
45.7K $9.22M
SLG
Sl Green Realty Corp

Real Estate
4.48K
New
$66.24 - $81.13 $297K - $363K
4.48K $304K
GMED
Globus Medical Inc

Healthcare
3.63K
New
$69.79 - $85.61 $254K - $311K
3.63K $300K
DTM
Dt Midstream, Inc.

Energy
3.01K
New
$78.85 - $108.56 $237K - $327K
3.01K $299K
TTEK
Tetra Tech Inc

Industrials
7.51K
New
$39.8 - $50.52 $299K - $379K
7.51K $299K
USO
United States Oil Fund, LP

ETFs
3.93K
New
$69.66 - $79.2 $274K - $312K
3.93K $297K
ENB
Enbridge Inc

Energy
6.6K
+ 90.08%
$40.4 - $43.92 $267K - $290K
13.9K $591K
STAG
Stag Industrial, Inc.

Real Estate
8.69K
New
$33.22 - $39.1 $289K - $340K
8.69K $294K
IBM
International Business Machines Corp

Technology
1.72K
+ 2.52%
$204.9 - $238.04 $352K - $409K
69.9K $15.4M
FIX
Comfort Systems Usa Inc

Industrials
688
New
$370.68 - $504.12 $255K - $347K
688 $291K
FTNT
Fortinet, Inc.

Technology
1.04K
+ 9.4%
$76.49 - $99.21 $79.6K - $103K
12.1K $1.14M
PPL
Ppl Corp

Utilities
8.92K
+ 119.64%
$31.47 - $35.0 $281K - $312K
16.4K $531K
BMO
Bank Of Montreal

Financial Services
2.94K
New
$89.75 - $103.39 $264K - $304K
2.94K $284K
TTC
Toro CO

Industrials
3.54K
New
$80.1 - $88.44 $283K - $313K
3.54K $283K
TRMK
Trustmark Corp

Financial Services
528
+ 0.71%
$30.94 - $39.97 $16.3K - $21.1K
74.6K $2.64M
GBDC
Golub Capital Bdc, Inc.

Financial Services
17.8K
+ 7.52%
$14.69 - $15.67 $261K - $278K
254K $3.85M
SNX
Td Synnex Corp

Technology
2.38K
New
$114.71 - $125.79 $273K - $300K
2.38K $279K
PAYX
Paychex Inc

Industrials
1.56K
+ 15.87%
$135.86 - $148.73 $212K - $233K
11.4K $1.6M
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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