Hb Wealth Management, LLC Incresed Positions in Q4 2024

Hb Wealth Management, LLC

  • $9.75 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FDN
First Tr Fd Dow Jones

ETFs
400
+ 13.13%
$210.5 - $257.24 $84.2K - $103K
3.45K $838K
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
BKR
Baker Hughes CO

Energy
1.59K
+ 6.26%
$35.98 - $44.88 $57.2K - $71.3K
27K $1.11M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
6.1K
+ 8.35%
$19.79 - $21.6 $121K - $132K
79.2K $1.69M
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
ROK
Rockwell Automation, Inc

Industrials
394
+ 9.77%
$264.65 - $302.92 $104K - $119K
4.43K $1.27M
TTD
Trade Desk, Inc.

Technology
1.01K
+ 12.58%
$108.7 - $139.51 $110K - $141K
9.04K $1.06M
CPRT
Copart Inc

Consumer Cyclical
1.34K
+ 6.6%
$51.36 - $63.8 $69K - $85.7K
21.7K $1.25M
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
AYI
Acuity Brands Inc

Industrials
303
+ 6.43%
$292.13 - $333.45 $88.5K - $101K
5.02K $1.47M
TT
Trane Technologies PLC

Industrials
711
+ 14.28%
$369.35 - $419.14 $263K - $298K
5.69K $2.1M
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
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
COIN
Coinbase Global, Inc.

Technology
272
+ 21.45%
$163.17 - $343.62 $44.4K - $93.5K
1.54K $382K
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
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
RNST
Renasant Corp

Financial Services
1.53K
+ 5.55%
$31.36 - $38.62 $47.9K - $58.9K
29K $1.04M
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
HWM
Howmet Aerospace Inc.

Industrials
958
+ 24.55%
$99.72 - $120.09 $95.5K - $115K
4.86K $531K
SPG
Simon Property Group Inc

Real Estate
718
+ 13.99%
$167.23 - $183.84 $120K - $132K
5.85K $1.01M
D
Dominion Energy, Inc

Utilities
4.86K
+ 15.61%
$52.63 - $60.92 $256K - $296K
36K $1.94M
VFC
V F Corp

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

Real Estate
45
+ 2.76%
$865.69 - $985.0 $39K - $44.3K
1.68K $1.58M
MBB
Ishares Tr

ETFs
1.52K
+ 53.08%
$91.26 - $95.82 $138K - $145K
4.38K $401K
CAH
Cardinal Health Inc

Healthcare
698
+ 12.47%
$107.89 - $125.33 $75.3K - $87.5K
6.3K $744K
JBL
Jabil Inc

Technology
316
+ 9.35%
$118.97 - $147.77 $37.6K - $46.7K
3.7K $531K
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
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