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
IUSV
Ishares Core S&P U.S. Value Et

ETFs
3.09K
+ 99.01%
$91.94 - $100.02 $284K - $309K
6.22K $575K
OC
Owens Corning

Industrials
1.6K
New
$169.41 - $210.81 $271K - $337K
1.6K $272K
RL
Ralph Lauren Corp

Consumer Cyclical
1.18K
New
$192.23 - $233.41 $226K - $275K
1.18K $272K
NVT
N Vent Electric PLC

Industrials
3.99K
New
$67.69 - $79.19 $270K - $316K
3.99K $271K
QCOM
Qualcomm Inc

Technology
4.63K
+ 17.26%
$150.4 - $178.04 $696K - $824K
31.4K $4.83M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3.09K
+ 9.95%
$55.73 - $66.16 $172K - $204K
34.1K $2.06M
TRP
Tc Energy Corp

Energy
5.8K
New
$44.03 - $50.23 $255K - $291K
5.8K $269K
EXEL
Exelixis, Inc.

Healthcare
4.39K
+ 26.56%
$25.39 - $36.46 $112K - $160K
20.9K $697K
EOG
Eog Resources Inc

Energy
2.21K
+ 17.68%
$118.22 - $136.54 $262K - $302K
14.7K $1.8M
CME
Cme Group Inc.

Financial Services
850
+ 14.88%
$221.17 - $246.02 $188K - $209K
6.56K $1.52M
SKX
Skechers Usa Inc

Consumer Cyclical
3.94K
New
$59.24 - $72.0 $233K - $284K
3.94K $264K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.83K
New
$66.77 - $71.52 $255K - $274K
3.83K $263K
ENSG
Ensign Group, Inc

Healthcare
1.98K
New
$132.78 - $156.91 $263K - $311K
1.98K $263K
IOO
Ishares Tr Global 100 ETF

ETFs
2.61K
New
$97.46 - $103.45 $254K - $270K
2.61K $262K
CRDO
Credo Technology Group Holding LTD

Technology
3.9K
New
$30.16 - $77.25 $118K - $301K
3.9K $262K
GGG
Graco Inc

Industrials
3.1K
New
$81.45 - $92.29 $252K - $286K
3.1K $261K
GDDY
Go Daddy Inc.

Technology
953
+ 53.18%
$153.16 - $209.03 $146K - $199K
2.75K $541K
HQY
Healthequity, Inc.

Healthcare
2.72K
New
$78.18 - $104.65 $212K - $284K
2.72K $260K
IEF
Ishares Barclays

ETFs
2.81K
New
$92.08 - $98.18 $258K - $275K
2.81K $259K
GLW
Corning Inc

Technology
2.45K
+ 4.11%
$44.11 - $49.76 $108K - $122K
62.1K $2.95M
CNA
Cna Financial Corp

Financial Services
5.32K
New
$46.76 - $50.95 $249K - $271K
5.32K $257K
EWBC
East West Bancorp Inc

Financial Services
2.68K
New
$80.04 - $111.23 $214K - $298K
2.68K $256K
CIEN
Ciena Corp

Technology
1.49K
+ 26.72%
$61.45 - $91.14 $91.6K - $136K
7.07K $599K
IJS
Ishares S&P Smallcap 600 Value

ETFs
2.33K
New
$104.59 - $118.05 $244K - $275K
2.33K $252K
IWM
Ishares Russell 2000 ETF

ETFs
1.13K
+ 2.87%
$216.13 - $242.4 $244K - $273K
40.4K $8.93M
ORI
Old Republic International Corp

Financial Services
6.94K
New
$34.4 - $38.98 $239K - $270K
6.94K $251K
FDS
Factset Research Systems Inc

Financial Services
524
New
$449.69 - $495.72 $236K - $260K
524 $251K
CASY
Caseys General Stores Inc

Consumer Cyclical
633
New
$366.65 - $427.88 $232K - $271K
633 $250K
AIG
American International Group, Inc.

Financial Services
3.49K
+ 26.36%
$70.0 - $79.22 $244K - $276K
16.7K $1.22M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
4.34K
New
$47.66 - $57.86 $207K - $251K
4.34K $246K
KNSL
Kinsale Capital Group, Inc.

Financial Services
530
New
$424.05 - $524.22 $225K - $278K
530 $246K
SF
Stifel Financial Corp

Financial Services
2.31K
New
$93.4 - $117.72 $216K - $272K
2.31K $245K
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.42K
+ 8.49%
$77.25 - $91.3 $110K - $129K
18.1K $1.55M
UMBF
Umb Financial Corp

Financial Services
2.16K
New
$101.15 - $127.6 $218K - $275K
2.16K $243K
CHK
Chesapeake Energy Corp

Energy
2.84K
New
$81.46 - $87.57 $232K - $249K
2.84K $243K
AGO
Assured Guaranty LTD

Financial Services
2.71K
New
$79.0 - $94.69 $214K - $256K
2.71K $243K
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.93K
New
$123.8 - $167.8 $238K - $323K
1.93K $242K
SLRC
Slr Investment Corp.

Financial Services
15K
New
$14.9 - $16.86 $224K - $253K
15K $242K
ABBV
Abb Vie Inc.

Healthcare
12K
+ 12.55%
$164.99 - $203.87 $1.99M - $2.45M
108K $19.2M
IRT
Independence Realty Trust, Inc.

Real Estate
12.2K
New
$18.78 - $22.01 $229K - $269K
12.2K $242K
WTM
White Mountains Insurance Group LTD

Financial Services
124
New
$1755.01 - $2015.0 $218K - $250K
124 $241K
FIVE
Five Below, Inc

Consumer Cyclical
2.3K
New
$83.0 - $115.97 $190K - $266K
2.3K $240K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
1.8K
New
$107.98 - $143.92 $194K - $258K
1.8K $240K
USFD
Us Foods Holding Corp.

Consumer Defensive
2.92K
+ 41.69%
$60.65 - $72.33 $177K - $211K
9.91K $668K
RGA
Reinsurance Group Of America Inc

Financial Services
1.16K
+ 54.58%
$201.26 - $231.95 $233K - $268K
3.27K $699K
MCD
Mcdonalds Corp

Consumer Cyclical
3.8K
+ 6.42%
$288.47 - $316.54 $1.09M - $1.2M
63K $18.2M
INTU
Intuit Inc

Technology
299
+ 4.78%
$602.01 - $706.25 $180K - $211K
6.55K $4.12M
VDE
Vanguard Energy ETF

ETFs
2K
+ 24.46%
$116.67 - $136.78 $234K - $274K
10.2K $1.24M
HDB
Hdfc Bank LTD

Financial Services
3.65K
New
$59.45 - $68.01 $217K - $248K
3.65K $233K
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