Hb Wealth Management, LLC New Holdings in Q4 2024

Hb Wealth Management, LLC

  • $9.75 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GGG
Graco Inc

Industrials
3.1K
New
$81.45 - $92.29 $252K - $286K
3.1K $261K
HQY
Healthequity, Inc.

Healthcare
2.72K
New
$78.18 - $104.65 $212K - $284K
2.72K $260K
IEF
Ishares Barclays

ETFs
2.81K
New
$92.08 - $98.18 $258K - $275K
2.81K $259K
CNA
Cna Financial Corp

Financial Services
5.32K
New
$46.76 - $50.95 $249K - $271K
5.32K $257K
EWBC
East West Bancorp Inc

Financial Services
2.68K
New
$80.04 - $111.23 $214K - $298K
2.68K $256K
IJS
Ishares S&P Smallcap 600 Value

ETFs
2.33K
New
$104.59 - $118.05 $244K - $275K
2.33K $252K
FDS
Factset Research Systems Inc

Financial Services
524
New
$449.69 - $495.72 $236K - $260K
524 $251K
ORI
Old Republic International Corp

Financial Services
6.94K
New
$34.4 - $38.98 $239K - $270K
6.94K $251K
CASY
Caseys General Stores Inc

Consumer Cyclical
633
New
$366.65 - $427.88 $232K - $271K
633 $250K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
4.34K
New
$47.66 - $57.86 $207K - $251K
4.34K $246K
SF
Stifel Financial Corp

Financial Services
2.31K
New
$93.4 - $117.72 $216K - $272K
2.31K $245K
CHK
Chesapeake Energy Corp

Energy
2.84K
New
$81.46 - $87.57 $232K - $249K
2.84K $243K
AGO
Assured Guaranty LTD

Financial Services
2.71K
New
$79.0 - $94.69 $214K - $256K
2.71K $243K
UMBF
Umb Financial Corp

Financial Services
2.16K
New
$101.15 - $127.6 $218K - $275K
2.16K $243K
SLRC
Slr Investment Corp.

Financial Services
15K
New
$14.9 - $16.86 $224K - $253K
15K $242K
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.93K
New
$123.8 - $167.8 $238K - $323K
1.93K $242K
IRT
Independence Realty Trust, Inc.

Real Estate
12.2K
New
$18.78 - $22.01 $229K - $269K
12.2K $242K
WTM
White Mountains Insurance Group LTD

Financial Services
124
New
$1755.01 - $2015.0 $218K - $250K
124 $241K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
1.8K
New
$107.98 - $143.92 $194K - $258K
1.8K $240K
FIVE
Five Below, Inc

Consumer Cyclical
2.3K
New
$83.0 - $115.97 $190K - $266K
2.3K $240K
HDB
Hdfc Bank LTD

Financial Services
3.65K
New
$59.45 - $68.01 $217K - $248K
3.65K $233K
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
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
CM
Canadian Imperial Bank Of Commerce

Financial Services
3.6K
New
$59.58 - $67.31 $215K - $243K
3.6K $227K
ALLY
Ally Financial Inc.

Financial Services
6.31K
New
$34.12 - $39.98 $215K - $252K
6.31K $227K
UHS
Universal Health Services Inc

Healthcare
1.25K
New
$175.8 - $236.9 $220K - $297K
1.25K $224K
RJF
Raymond James Financial Inc

Financial Services
1.43K
New
$123.0 - $170.1 $176K - $244K
1.43K $222K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
2.48K
New
$83.95 - $99.75 $208K - $247K
2.48K $221K
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
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
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
EQH
Equitable Holdings, Inc.

Financial Services
4.49K
New
$41.59 - $50.4 $187K - $226K
4.49K $211K
AA
Alcoa Corp

Basic Materials
5.58K
New
$36.62 - $47.42 $204K - $264K
5.58K $210K
EGP
Eastgroup Properties Inc

Real Estate
1.31K
New
$158.74 - $185.14 $208K - $243K
1.31K $210K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
4.38K
New
$46.46 - $51.66 $203K - $226K
4.38K $210K
AEM
Agnico Eagle Mines LTD

Basic Materials
2.66K
New
$75.99 - $88.85 $202K - $237K
2.66K $208K
NWSA
News Corp

Communication Services
7.58K
New
$25.68 - $29.86 $195K - $226K
7.58K $208K
CBSH
Commerce Bancshares Inc

Financial Services
3.31K
New
$57.04 - $74.36 $189K - $246K
3.31K $206K
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