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
EQIX
Equinix Inc

Real Estate
45
+ 2.76%
$865.69 - $985.0 $39K - $44.3K
1.68K $1.58M
AGNC
Agnc Investment Corp.

Real Estate
14K
New
$9.21 - $10.59 $129K - $148K
14K $129K
MBB
Ishares Tr

ETFs
1.52K
+ 53.08%
$91.26 - $95.82 $138K - $145K
4.38K $401K
JBL
Jabil Inc

Technology
316
+ 9.35%
$118.97 - $147.77 $37.6K - $46.7K
3.7K $531K
CAH
Cardinal Health Inc

Healthcare
698
+ 12.47%
$107.89 - $125.33 $75.3K - $87.5K
6.3K $744K
PARA
Paramount Global

Communication Services
12.1K
New
$10.27 - $11.57 $125K - $140K
12.1K $126K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
13.1K
+ 128.46%
$8.24 - $11.07 $108K - $145K
23.2K $216K
GRMN
Garmin LTD

Technology
53
+ 1.41%
$161.91 - $220.77 $8.58K - $11.7K
3.82K $788K
ILMN
Illumina, Inc.

Healthcare
864
+ 31.49%
$128.99 - $155.15 $111K - $134K
3.61K $482K
GL
Globe Life Inc.

Financial Services
1.02K
+ 49.42%
$103.49 - $116.02 $106K - $119K
3.09K $344K
CMS
Cms Energy Corp

Utilities
3.04K
+ 15.04%
$65.76 - $71.94 $200K - $219K
23.3K $1.55M
PNFP
Pinnacle Financial Partners Inc

Financial Services
696
+ 27.53%
$92.95 - $129.87 $64.7K - $90.4K
3.22K $368K
RE
Everest Re Group LTD

Financial Services
324
+ 16.74%
N/A
2.26K $837K
IP
International Paper CO

Consumer Cyclical
1.7K
+ 30.15%
$46.64 - $59.57 $79.2K - $101K
7.33K $394K
MPLX
Mplx LP

Energy
702
+ 2.84%
$43.77 - $51.66 $30.7K - $36.3K
25.4K $1.22M
ZS
Zscaler, Inc.

Technology
471
+ 13.94%
$166.99 - $211.99 $78.7K - $99.8K
3.85K $694K
COP
Conocophillips

Energy
3.38K
+ 9.46%
$95.12 - $114.72 $321K - $388K
39.1K $3.88M
AEP
American Electric Power CO Inc

Utilities
4.74K
+ 15.22%
$90.91 - $102.21 $431K - $485K
35.9K $3.31M
ABNB
Airbnb, Inc.

Consumer Cyclical
694
+ 13.19%
$125.36 - $147.37 $87K - $102K
5.96K $782K
LUV
Southwest Airlines CO

Industrials
2.08K
+ 18.73%
$28.99 - $34.84 $60.2K - $72.4K
13.2K $442K
DDOG
Datadog, Inc.

Technology
404
+ 19.96%
$113.98 - $168.65 $46K - $68.1K
2.43K $346K
PFEB
Innovator U.S. Equity Power Bu

ETFs
2.9K
+ 33.85%
$35.94 - $36.85 $104K - $107K
11.5K $421K
VTRS
Viatris Inc

Healthcare
6.73K
+ 20.59%
$11.32 - $13.37 $76.2K - $90K
39.4K $490K
FISV
Fiserv Inc

Technology
886
+ 3.18%
N/A
28.8K $3.6M
HPE
Hewlett Packard Enterprise CO

Technology
1.52K
+ 1.72%
$19.31 - $23.95 $29.3K - $36.3K
89.6K $1.91M
GWRE
Guidewire Software, Inc.

Technology
763
+ 56.52%
$168.58 - $207.12 $129K - $158K
2.11K $356K
VOX
Vanguard Communication Service

ETFs
9
+ 0.08%
$144.31 - $163.57 $1.3K - $1.47K
11.2K $1.74M
BOTZ
Global X Fds

ETFs
3.54K
+ 15.62%
$31.11 - $34.18 $110K - $121K
26.2K $836K
PRI
Primerica, Inc.

Financial Services
350
+ 20.59%
$265.71 - $304.93 $93K - $107K
2.05K $556K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
468
+ 21.15%
$180.39 - $205.43 $84.4K - $96.1K
2.68K $508K
CRDF
Cardiff Oncology, Inc.

Healthcare
24.5K
New
$2.31 - $5.35 $56.6K - $131K
24.5K $106K
G
Genpact LTD

Technology
1.63K
+ 18.93%
$38.17 - $46.82 $62.1K - $76.2K
10.2K $439K
WAT
Waters Corp

Healthcare
249
+ 34.83%
$323.11 - $392.01 $80.5K - $97.6K
964 $357K
MCO
Moodys Corp

Financial Services
217
+ 7.32%
$454.04 - $500.88 $98.5K - $109K
3.18K $1.51M
LNC
Lincoln National Corp

Financial Services
2.96K
+ 15.43%
$30.46 - $36.84 $90.2K - $109K
22.2K $702K
KR
Kroger CO

Consumer Defensive
919
+ 8.49%
$55.21 - $63.3 $50.7K - $58.2K
11.7K $717K
CINF
Cincinnati Financial Corp

Financial Services
574
+ 28.05%
$132.86 - $160.16 $76.3K - $91.9K
2.62K $376K
RS
Reliance Steel & Aluminum CO

Basic Materials
418
+ 52.84%
$264.2 - $326.32 $110K - $136K
1.21K $325K
SYF
Synchrony Financial

Financial Services
13
+ 0.21%
$49.01 - $68.55 $637 - $891
6.34K $411K
AMCR
Amcor PLC

Consumer Cyclical
19.9K
+ 41.02%
$9.34 - $11.37 $186K - $226K
68.5K $644K
CNHI
Cnh Industrial N.V.

Industrials
9K
+ 85.64%
N/A
19.5K $203K
FANG
Diamondback Energy, Inc.

Energy
747
+ 22.71%
$153.06 - $199.5 $114K - $149K
4.04K $661K
AON
Aon PLC

Financial Services
67
+ 1.28%
$344.14 - $393.31 $23.1K - $26.4K
5.31K $1.91M
DTE
Dte Energy CO

Utilities
940
+ 34.13%
$117.04 - $129.77 $110K - $122K
3.69K $446K
ORCL
Oracle Corp

Technology
4.58K
+ 2.53%
$165.41 - $192.43 $758K - $882K
186K $30.9M
WTW
Willis Towers Watson PLC

Financial Services
130
+ 4.46%
$287.99 - $332.53 $37.4K - $43.2K
3.04K $948K
EXPE
Expedia Group, Inc.

Consumer Cyclical
72
+ 3.57%
$146.47 - $191.01 $10.5K - $13.8K
2.09K $389K
BRO
Brown & Brown, Inc.

Financial Services
961
+ 18.51%
$100.93 - $113.42 $97K - $109K
6.15K $627K
HES
Hess Corp

Energy
984
+ 6.48%
$127.66 - $148.65 $126K - $146K
16.2K $2.15M
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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