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
LPLA
Lpl Financial Holdings Inc.

Financial Services
331
+ 34.02%
$229.85 - $335.91 $76.1K - $111K
1.3K $425K
DFS
Discover Financial Services

Financial Services
143
+ 2.73%
$136.3 - $182.67 $19.5K - $26.1K
5.39K $932K
DRI
Darden Restaurants Inc

Consumer Cyclical
563
+ 13.77%
$155.96 - $188.66 $87.8K - $106K
4.65K $868K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.36K
+ 6.82%
$121.89 - $135.52 $166K - $184K
21.3K $2.66M
UBS
Ubs Group Ag

Financial Services
6.58K
+ 98.86%
$29.78 - $33.08 $196K - $218K
13.2K $401K
MMM
3 M CO

Industrials
2.73K
+ 13.17%
$124.74 - $137.12 $341K - $375K
23.5K $3.03M
FDN
First Tr Fd Dow Jones

ETFs
400
+ 13.13%
$210.5 - $257.24 $84.2K - $103K
3.45K $838K
REFI
Chicago Atlantic Real Estate Finance, Inc.

Real Estate
12.4K
New
$15.03 - $16.21 $187K - $201K
12.4K $191K
WDAY
Workday, Inc.

Technology
360
+ 5.0%
$233.85 - $279.91 $84.2K - $101K
7.57K $1.95M
ARES
Ares Management Corp

Financial Services
875
+ 55.07%
$153.38 - $183.7 $134K - $161K
2.46K $436K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
6.1K
+ 8.35%
$19.79 - $21.6 $121K - $132K
79.2K $1.69M
WHR
Whirlpool Corp

Consumer Cyclical
1.63K
New
$99.28 - $124.45 $162K - $202K
1.63K $186K
ECL
Ecolab Inc.

Basic Materials
1.3K
+ 22.6%
$234.32 - $261.43 $305K - $341K
7.07K $1.66M
RY
Royal Bank Of Canada

Financial Services
1.65K
+ 47.39%
$119.72 - $128.02 $198K - $212K
5.14K $619K
TTD
Trade Desk, Inc.

Technology
1.01K
+ 12.58%
$108.7 - $139.51 $110K - $141K
9.04K $1.06M
ROK
Rockwell Automation, Inc

Industrials
394
+ 9.77%
$264.65 - $302.92 $104K - $119K
4.43K $1.27M
CPRT
Copart Inc

Consumer Cyclical
1.34K
+ 6.6%
$51.36 - $63.8 $69K - $85.7K
21.7K $1.25M
ING
Ing Groep Nv

Financial Services
11.3K
New
$15.1 - $17.73 $170K - $200K
11.3K $176K
CSX
Csx Corp

Industrials
9.72K
+ 15.82%
$31.58 - $36.88 $307K - $359K
71.2K $2.3M
FNB
Fnb Corp

Financial Services
11.7K
New
$13.56 - $17.29 $159K - $203K
11.7K $173K
CCL
Carnival Corp

Consumer Cyclical
637
+ 2.6%
$17.34 - $26.8 $11K - $17.1K
25.2K $626K
VNO
Vornado Realty Trust

Real Estate
3.62K
+ 48.23%
$38.63 - $45.76 $140K - $166K
11.1K $467K
FIS
Fidelity National Information Services, Inc.

Technology
4.25K
+ 7.39%
$80.14 - $90.95 $340K - $386K
61.7K $4.98M
TT
Trane Technologies PLC

Industrials
711
+ 14.28%
$369.35 - $419.14 $263K - $298K
5.69K $2.1M
AYI
Acuity Brands Inc

Industrials
303
+ 6.43%
$292.13 - $333.45 $88.5K - $101K
5.02K $1.47M
SFBS
Servis First Bancshares, Inc.

Financial Services
1.06K
+ 5.89%
$77.34 - $99.0 $82.2K - $105K
19.1K $1.62M
UAL
United Airlines Holdings, Inc.

Industrials
201
+ 5.59%
$55.62 - $102.44 $11.2K - $20.6K
3.8K $368K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.39K
+ 10.99%
$209.89 - $233.24 $292K - $324K
14K $2.98M
ACM
Aecom

Industrials
1.38K
+ 41.13%
$101.97 - $116.97 $141K - $161K
4.73K $505K
COIN
Coinbase Global, Inc.

Technology
272
+ 21.45%
$163.17 - $343.62 $44.4K - $93.5K
1.54K $382K
MKL
Markel Corp

Financial Services
37
+ 6.25%
$1542.01 - $1785.11 $57.1K - $66K
629 $1.09M
PKG
Packaging Corp Of America

Consumer Cyclical
308
+ 3.41%
$211.98 - $248.85 $65.3K - $76.6K
9.34K $2.1M
AZO
Autozone Inc

Consumer Cyclical
28
+ 2.24%
$2981.19 - $3370.27 $83.5K - $94.4K
1.28K $4.09M
ROST
Ross Stores, Inc.

Consumer Cyclical
986
+ 20.2%
$138.59 - $156.61 $137K - $154K
5.87K $887K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
603
+ 2.15%
$124.61 - $133.96 $75.1K - $80.8K
28.6K $3.69M
RPM
Rpm International Inc

Basic Materials
1.19K
+ 46.25%
$120.09 - $140.26 $142K - $166K
3.75K $461K
WST
West Pharmaceutical Services Inc

Healthcare
382
+ 46.36%
$285.69 - $344.0 $109K - $131K
1.21K $395K
ABC
Amerisourcebergen Corp

Healthcare
788
+ 18.62%
N/A
5.02K $929K
RNST
Renasant Corp

Financial Services
1.53K
+ 5.55%
$31.36 - $38.62 $47.9K - $58.9K
29K $1.04M
SLB
Schlumberger Limited

Energy
6.1K
+ 24.28%
$36.83 - $45.59 $225K - $278K
31.2K $1.2M
PEAK
Healthpeak Properties, Inc.

Real Estate
7.55K
+ 85.09%
N/A
16.4K $311K
MNST
Monster Beverage Corp

Consumer Defensive
2.63K
+ 29.16%
$49.24 - $56.38 $130K - $148K
11.7K $612K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
8.48K
+ 51.37%
$15.9 - $17.05 $135K - $145K
25K $415K
SPG
Simon Property Group Inc

Real Estate
718
+ 13.99%
$167.23 - $183.84 $120K - $132K
5.85K $1.01M
HWM
Howmet Aerospace Inc.

Industrials
958
+ 24.55%
$99.72 - $120.09 $95.5K - $115K
4.86K $531K
D
Dominion Energy, Inc

Utilities
4.86K
+ 15.61%
$52.63 - $60.92 $256K - $296K
36K $1.94M
RGTI
Rigetti Computing, Inc.

Technology
9.1K
New
$0.74 - $17.08 $6.73K - $155K
9.1K $139K
BCS
Barclays PLC

Financial Services
10.4K
New
$11.65 - $13.67 $121K - $141K
10.4K $137K
VFC
V F Corp

Consumer Cyclical
5.48K
+ 48.59%
$16.7 - $22.59 $91.5K - $124K
16.8K $359K
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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