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
L
Loews Corp

Financial Services
503
+ 6.03%
$76.49 - $87.05 $38.5K - $43.8K
8.84K $748K
EA
Electronic Arts Inc.

Communication Services
493
+ 8.33%
$140.69 - $167.97 $69.4K - $82.8K
6.41K $938K
CFG
Citizens Financial Group Inc

Financial Services
1.11K
+ 7.3%
$39.92 - $48.46 $44.3K - $53.8K
16.3K $713K
POET
Poet Technologies Inc.

Technology
15K
New
$3.6 - $7.59 $54K - $114K
15K $88K
ZBRA
Zebra Technologies Corp

Technology
177
+ 14.74%
$360.09 - $411.94 $63.7K - $72.9K
1.38K $532K
STT
State Street Corp

Financial Services
401
+ 7.89%
$85.96 - $100.78 $34.5K - $40.4K
5.48K $537K
MAIN
Main Street Capital Corp

Financial Services
88
+ 0.92%
$49.95 - $58.58 $4.4K - $5.16K
9.68K $566K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
101
+ 1.17%
$45.39 - $62.98 $4.58K - $6.36K
8.74K $496K
IGV
Ishares Expanded Tech Software

ETFs
224
+ 3.87%
$87.5 - $110.17 $19.6K - $24.7K
6.01K $602K
ENVX
Enovix Corp

Industrials
6.43K
+ 62.99%
$8.03 - $12.81 $51.6K - $82.3K
16.6K $180K
TM
Toyota Motor Corp

Consumer Cyclical
303
+ 22.85%
$169.2 - $199.52 $51.3K - $60.5K
1.63K $317K
CLX
Clorox CO

Consumer Defensive
506
+ 12.4%
$156.51 - $169.74 $79.2K - $85.9K
4.59K $745K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
817
+ 6.52%
$62.09 - $82.32 $50.7K - $67.3K
13.3K $891K
HLN
Haleon PLC

Healthcare
13.7K
+ 27.13%
$9.23 - $10.71 $127K - $147K
64.4K $615K
GNL
Global Net Lease, Inc.

Real Estate
11.1K
New
$7.02 - $8.61 $77.6K - $95.2K
11.1K $80K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
242
+ 5.34%
$97.09 - $120.01 $23.5K - $29K
4.77K $515K
SNA
Snap On Inc

Industrials
121
+ 16.4%
$285.44 - $371.35 $34.5K - $44.9K
859 $291K
VMC
Vulcan Materials CO

Basic Materials
244
+ 11.2%
$237.95 - $292.31 $58.1K - $71.3K
2.42K $623K
IMUX
Immunic, Inc.

Healthcare
78.4K
New
$1.0 - $1.61 $78.4K - $126K
78.4K $78K
OMFL
Invesco Exchange Traded Self I

ETFs
1.27K
+ 18.17%
$52.49 - $56.58 $66.9K - $72.1K
8.29K $449K
QTEC
First Trust Nasdaq 100 Technol

ETFs
430
+ 39.2%
$185.87 - $204.12 $79.9K - $87.8K
1.53K $287K
FSK
Fs Kkr Capital Corp

Financial Services
1.94K
+ 11.24%
$19.71 - $22.22 $38.3K - $43.2K
19.2K $417K
MSCI
Msci Inc.

Financial Services
89
+ 6.91%
$569.09 - $635.99 $50.6K - $56.6K
1.38K $826K
VRSK
Verisk Analytics, Inc.

Industrials
191
+ 6.35%
$262.86 - $294.75 $50.2K - $56.3K
3.2K $880K
SSB
South State Corp

Financial Services
384
+ 2.43%
$94.05 - $111.93 $36.1K - $43K
16.2K $1.61M
ZION
Zions Bancorporation, National Association

Financial Services
6
+ 0.06%
$45.62 - $61.73 $274 - $370
10.4K $564K
SCI
Service Corp International

Consumer Cyclical
853
+ 16.94%
$73.36 - $88.6 $62.6K - $75.6K
5.89K $469K
STZ
Constellation Brands, Inc.

Consumer Defensive
1.03K
+ 24.28%
$219.66 - $257.62 $226K - $265K
5.26K $1.16M
CHTR
Charter Communications, Inc.

Communication Services
126
+ 8.21%
$315.38 - $408.02 $39.7K - $51.4K
1.66K $568K
PWR
Quanta Services, Inc.

Industrials
31
+ 0.94%
$296.05 - $346.6 $9.18K - $10.7K
3.32K $1.05M
SYK
Stryker Corp

Healthcare
221
+ 2.39%
$345.14 - $392.15 $76.3K - $86.7K
9.48K $3.41M
CNP
Centerpoint Energy Inc

Utilities
721
+ 3.61%
$28.58 - $32.66 $20.6K - $23.5K
20.7K $657K
RSG
Republic Services, Inc.

Industrials
309
+ 2.17%
$198.0 - $218.75 $61.2K - $67.6K
14.6K $2.93M
IWP
Ishares Russell Mid Cap Growth

ETFs
77
+ 1.33%
$116.4 - $138.52 $8.96K - $10.7K
5.85K $741K
FE
Firstenergy Corp

Utilities
2.45K
+ 34.64%
$39.14 - $44.52 $96K - $109K
9.54K $379K
K
Kellogg CO

Consumer Defensive
782
+ 13.12%
$80.34 - $81.29 $62.8K - $63.6K
6.74K $545K
SSSS
Suro Capital Corp.

Financial Services
11K
New
$3.87 - $6.38 $42.6K - $70.2K
11K $64K
ADI
Analog Devices Inc

Technology
1.11K
+ 11.39%
$206.35 - $236.48 $229K - $263K
10.9K $2.31M
OGN
Organon & Co.

Healthcare
7.08K
+ 64.18%
$14.44 - $18.83 $102K - $133K
18.1K $270K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
6.17K
+ 23.8%
$31.24 - $37.15 $193K - $229K
32.1K $1.03M
MUB
Ishares National Muni Bond ETF

ETFs
614
+ 15.82%
$105.78 - $108.7 $64.9K - $66.7K
4.5K $479K
LUMN
Lumen Technologies, Inc.

Communication Services
11.1K
New
$5.31 - $10.12 $58.9K - $112K
11.1K $58K
UCBI
United Community Banks Inc

Financial Services
1.98K
+ 12.31%
N/A
18K $528K
MTB
M&T Bank Corp

Financial Services
170
+ 6.79%
$172.48 - $221.95 $29.3K - $37.7K
2.67K $502K
SLV
I Shares Silver Trust

ETFs
3.76K
+ 18.16%
$26.33 - $31.74 $98.9K - $119K
24.4K $643K
FCNCA
First Citizens Bancshares Inc

Financial Services
1
+ 0.51%
$1818.92 - $2353.08 $1.82K - $2.35K
199 $420K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
1.4K
+ 19.91%
$32.63 - $37.1 $45.6K - $51.9K
8.43K $287K
WELL
Welltower Inc.

Real Estate
562
+ 6.51%
$123.11 - $139.3 $69.2K - $78.3K
9.19K $1.16M
RNR
Renaissancere Holdings LTD

Financial Services
608
+ 14.47%
$241.97 - $287.47 $147K - $175K
4.81K $1.2M
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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