Hb Wealth Management, LLC Reduced Holdings in Q4 2024

Hb Wealth Management, LLC

  • $9.75 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IRM
Iron Mountain Inc

Real Estate
-1.45K
- 15.49%
$101.62 - $128.14 $147K - $185K
7.89K $829K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-2.22K
- 11.15%
$70.1 - $76.53 $155K - $170K
17.7K $1.25M
SBUX
Starbucks Corp

Consumer Cyclical
-349
- 0.91%
$87.44 - $102.5 $30.5K - $35.8K
38.1K $3.47M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-6.38K
- 15.78%
$26.63 - $30.23 $170K - $193K
34.1K $906K
HUM
Humana Inc

Healthcare
-156
- 4.42%
$233.89 - $304.18 $36.5K - $47.5K
3.37K $855K
ES
Eversource Energy

Utilities
-1.89K
- 14.31%
$55.9 - $67.73 $106K - $128K
11.3K $651K
CDW
Cdw Corp

Technology
-400
- 11.8%
$171.49 - $225.64 $68.6K - $90.3K
2.99K $520K
SHEL
Shell PLC

Energy
-1.99K
- 5.52%
$60.63 - $70.23 $121K - $140K
34.1K $2.14M
TILE
Interface Inc

Consumer Cyclical
-22.1K
- 39.66%
$17.47 - $26.82 $387K - $594K
33.7K $819K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.56K
- 2.39%
$126.68 - $134.74 $197K - $210K
63.5K $8.1M
DE
Deere & CO

Industrials
-652
- 9.07%
$389.45 - $466.0 $254K - $304K
6.53K $2.77M
PSA
Public Storage

Real Estate
-140
- 4.81%
$289.33 - $360.21 $40.5K - $50.4K
2.77K $830K
DVY
Ishares Tr

ETFs
-121
- 0.22%
$129.55 - $143.41 $15.7K - $17.4K
54K $7.08M
CELH
Celsius Holdings, Inc.

Consumer Defensive
-4.17K
- 19.35%
$25.66 - $34.91 $107K - $145K
17.4K $457K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-585
- 1.97%
$55.45 - $61.08 $32.4K - $35.7K
29.1K $1.61M
HII
Huntington Ingalls Industries, Inc.

Industrials
-339
- 19.04%
$184.96 - $264.65 $62.7K - $89.7K
1.44K $272K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-3.7K
- 44.96%
$50.35 - $50.69 $186K - $187K
4.52K $228K
ON
On Semiconductor Corp

Technology
-1.74K
- 21.77%
$63.05 - $74.7 $110K - $130K
6.25K $393K
CNC
Centene Corp

Healthcare
-1.07K
- 13.56%
$56.71 - $73.94 $60.6K - $79K
6.81K $412K
DD
Du Pont De Nemours, Inc.

Basic Materials
-416
- 3.64%
$75.95 - $88.05 $31.6K - $36.6K
11K $840K
UL
Unilever PLC

Consumer Defensive
-28
- 0.14%
$56.7 - $64.64 $1.59K - $1.81K
20.7K $1.17M
XYL
Xylem Inc.

Industrials
-580
- 10.55%
$116.02 - $137.45 $67.3K - $79.7K
4.92K $570K
ROP
Roper Technologies Inc

Industrials
-85
- 2.51%
$519.85 - $575.95 $44.2K - $49K
3.3K $1.72M
IWN
Ishares Russell2000 Val ETF

ETFs
-338
- 0.8%
$162.69 - $181.35 $55K - $61.3K
41.7K $6.84M
AWK
American Water Works Company, Inc.

Utilities
-649
- 16.25%
$123.83 - $146.07 $80.4K - $94.8K
3.34K $416K
KHC
Kraft Heinz CO

Consumer Defensive
-2.95K
- 17.39%
$30.1 - $36.02 $88.9K - $106K
14K $430K
FMC
Fmc Corp

Basic Materials
-1.19K
- 19.13%
$47.86 - $66.62 $56.9K - $79.1K
5.02K $244K
SWK
Stanley Black & Decker, Inc.

Industrials
-117
- 2.26%
$79.07 - $109.36 $9.25K - $12.8K
5.05K $405K
DELL
Dell Technologies Inc.

Technology
-850
- 4.53%
$111.96 - $144.21 $95.2K - $123K
17.9K $2.06M
FSS
Federal Signal Corp

Industrials
-1.6K
- 26.86%
$81.56 - $99.7 $131K - $160K
4.36K $402K
MELI
Mercadolibre Inc

Consumer Cyclical
-43
- 18.45%
$1666.0 - $2117.3 $71.6K - $91K
190 $323K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-893
- 1.83%
$57.53 - $60.83 $51.4K - $54.3K
47.9K $2.76M
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
-261
- 2.45%
$150.51 - $170.38 $39.3K - $44.5K
10.4K $1.58M
IFF
International Flavors & Fragrances Inc

Basic Materials
-136
- 2.14%
$83.96 - $106.19 $11.4K - $14.4K
6.23K $526K
TER
Teradyne, Inc

Technology
-841
- 21.44%
$102.58 - $133.62 $86.3K - $112K
3.08K $388K
A
Agilent Technologies, Inc.

Healthcare
-131
- 1.6%
$125.69 - $146.56 $16.5K - $19.2K
8.05K $1.08M
CSGP
Costar Group, Inc.

Real Estate
-1.48K
- 24.35%
$69.7 - $81.97 $103K - $121K
4.59K $328K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-5K
- 19.81%
$24.19 - $24.63 $121K - $123K
20.2K $489K
GWW
W.W. Grainger, Inc.

Industrials
-141
- 10.14%
$1023.06 - $1220.93 $144K - $172K
1.25K $1.32M
HSIC
Henry Schein Inc

Healthcare
-908
- 5.64%
$66.54 - $77.66 $60.4K - $70.5K
15.2K $1.05M
XLI
Industrial Sector Spdr

ETFs
-420
- 2.36%
$131.76 - $143.99 $55.3K - $60.5K
17.4K $2.29M
TIP
Ishares Tr Tips Bd ETF

ETFs
-886
- 17.28%
$106.33 - $110.69 $94.2K - $98.1K
4.24K $451K
RF
Regions Financial Corp

Financial Services
-5.38K
- 5.57%
$22.45 - $27.47 $121K - $148K
91.3K $2.15M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-5.26K
- 8.95%
$20.6 - $20.71 $108K - $109K
53.5K $1.1M
PHM
Pultegroup Inc

Consumer Cyclical
-1
- 0.03%
$108.86 - $149.04 $109 - $149
3.07K $334K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-242
- 5.94%
$82.28 - $117.52 $19.9K - $28.4K
3.83K $325K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-2.91K
- 6.56%
$25.3 - $26.31 $73.7K - $76.6K
41.5K $1.06M
SJM
J M Smucker CO

Consumer Defensive
-505
- 11.18%
$106.92 - $121.75 $54K - $61.5K
4.01K $441K
AVDE
American Centy ETF Tr Avantis

ETFs
-899
- 11.09%
$60.9 - $66.69 $54.7K - $60K
7.21K $442K
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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