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
EMN
Eastman Chemical CO

Basic Materials
3.06K
+ 133.7%
$90.03 - $110.64 $276K - $339K
5.35K $488K
MTZ
Mastec Inc

Industrials
1.7K
New
$119.94 - $147.94 $204K - $252K
1.7K $231K
LYV
Live Nation Entertainment, Inc.

Communication Services
1.78K
New
$109.06 - $140.54 $194K - $250K
1.78K $230K
AFRM
Affirm Holdings, Inc.

Technology
98
+ 0.88%
$38.48 - $72.86 $3.77K - $7.14K
11.2K $683K
QFIN
360 Digi Tech, Inc.

Financial Services
6K
New
$29.37 - $39.79 $176K - $239K
6K $230K
IWY
Ishares Tr Russell 200 Growth

ETFs
975
New
$216.72 - $244.71 $211K - $239K
975 $229K
ALLY
Ally Financial Inc.

Financial Services
6.31K
New
$34.12 - $39.98 $215K - $252K
6.31K $227K
CM
Canadian Imperial Bank Of Commerce

Financial Services
3.6K
New
$59.58 - $67.31 $215K - $243K
3.6K $227K
UHS
Universal Health Services Inc

Healthcare
1.25K
New
$175.8 - $236.9 $220K - $297K
1.25K $224K
OXY
Occidental Petroleum Corp

Energy
5.29K
+ 30.45%
$45.36 - $55.91 $240K - $296K
22.7K $1.12M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
2.48K
New
$83.95 - $99.75 $208K - $247K
2.48K $221K
TTWO
Take Two Interactive Software Inc

Communication Services
737
+ 26.38%
$147.66 - $190.46 $109K - $140K
3.53K $649K
FLEX
Flex Ltd.

Technology
5.72K
New
$32.52 - $41.3 $186K - $236K
5.72K $219K
ONB
Old National Bancorp

Financial Services
10.1K
New
$17.94 - $23.23 $181K - $235K
10.1K $219K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
8.5K
New
$19.44 - $28.35 $165K - $241K
8.5K $218K
KFY
Korn Ferry

Industrials
3.24K
New
$66.56 - $79.4 $216K - $257K
3.24K $218K
EVR
Evercore Inc.

Financial Services
788
New
$247.66 - $315.67 $195K - $249K
788 $218K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.95K
+ 16.6%
$88.59 - $94.57 $261K - $279K
20.7K $1.84M
STWD
Starwood Property Trust, Inc.

Real Estate
11.5K
New
$18.95 - $20.37 $217K - $234K
11.5K $217K
ONTO
Onto Innovation Inc.

Technology
1.3K
New
$158.54 - $225.02 $207K - $293K
1.3K $217K
CG
Carlyle Group Inc.

Financial Services
3.09K
+ 37.24%
$43.2 - $54.81 $133K - $169K
11.4K $574K
TWLO
Twilio Inc

Communication Services
2K
New
$63.73 - $114.96 $127K - $230K
2K $216K
PB
Prosperity Bancshares Inc

Financial Services
2.87K
New
$70.04 - $85.07 $201K - $244K
2.87K $216K
KIM
Kimco Realty Corp

Real Estate
9.19K
New
$22.75 - $25.78 $209K - $237K
9.19K $215K
UGI
Ugi Corp

Utilities
7.61K
New
$23.24 - $30.37 $177K - $231K
7.61K $214K
IETC
Ishares U S ETF Tr

ETFs
2.5K
New
$77.24 - $89.31 $193K - $223K
2.5K $213K
ORCC
Owl Rock Capital Corp

Financial Services
15.8K
+ 6.1%
N/A
275K $3.68M
EQH
Equitable Holdings, Inc.

Financial Services
4.49K
New
$41.59 - $50.4 $187K - $226K
4.49K $211K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
863
+ 27.72%
$198.04 - $221.51 $171K - $191K
3.98K $836K
EGP
Eastgroup Properties Inc

Real Estate
1.31K
New
$158.74 - $185.14 $208K - $243K
1.31K $210K
AA
Alcoa Corp

Basic Materials
5.58K
New
$36.62 - $47.42 $204K - $264K
5.58K $210K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
4.38K
New
$46.46 - $51.66 $203K - $226K
4.38K $210K
UNM
Unum Group

Financial Services
2.15K
+ 56.74%
$58.88 - $77.07 $126K - $165K
5.93K $432K
NWSA
News Corp

Communication Services
7.58K
New
$25.68 - $29.86 $195K - $226K
7.58K $208K
AEM
Agnico Eagle Mines LTD

Basic Materials
2.66K
New
$75.99 - $88.85 $202K - $237K
2.66K $208K
CBSH
Commerce Bancshares Inc

Financial Services
3.31K
New
$57.04 - $74.36 $189K - $246K
3.31K $206K
RIOT
Riot Blockchain, Inc.

Technology
20.2K
New
$7.08 - $14.97 $143K - $303K
20.2K $206K
ARW
Arrow Electronics Inc

Technology
1.81K
New
$112.44 - $137.23 $204K - $249K
1.81K $205K
CGGO
Capital Group Global Growth Eq

ETFs
7.05K
New
$29.21 - $30.67 $206K - $216K
7.05K $205K
TMUS
T Mobile Us, Inc.

Communication Services
209
+ 1.91%
$206.1 - $246.94 $43.1K - $51.6K
11.1K $2.46M
FNF
Fidelity National Financial, Inc.

Financial Services
5.07K
+ 36.96%
$55.19 - $63.83 $280K - $324K
18.8K $1.05M
AR
Antero Resources Corp

Energy
5.79K
New
$25.54 - $35.52 $148K - $206K
5.79K $203K
PSTG
Pure Storage, Inc.

Technology
2.02K
+ 29.69%
$48.19 - $66.6 $97.4K - $135K
8.83K $542K
SOUN
Soundhound Ai, Inc.

Technology
10.2K
New
$4.51 - $24.23 $45.8K - $246K
10.2K $201K
O
Realty Income Corp

Real Estate
5.7K
+ 54.91%
$51.76 - $64.71 $295K - $369K
16.1K $858K
EXC
Exelon Corp

Utilities
6.67K
+ 37.8%
$36.22 - $40.97 $242K - $273K
24.3K $915K
MASI
Masimo Corp

Healthcare
1.21K
New
$132.43 - $177.7 $161K - $216K
1.21K $200K
LII
Lennox International Inc

Industrials
323
+ 67.01%
$589.36 - $678.43 $190K - $219K
805 $490K
BR
Broadridge Financial Solutions, Inc.

Technology
771
+ 35.27%
$209.64 - $236.44 $162K - $182K
2.96K $668K
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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