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
W
Wayfair Inc.

Consumer Cyclical
-28
- 0.34%
$37.77 - $56.94 $1.06K - $1.59K
8.31K $368K
STX
Seagate Technology Holdings PLC

Technology
-165
- 4.5%
$86.31 - $112.64 $14.2K - $18.6K
3.5K $302K
SWKS
Skyworks Solutions, Inc.

Technology
-736
- 22.32%
$83.18 - $99.15 $61.2K - $73K
2.56K $227K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-999
- 14.95%
$71.75 - $75.11 $71.7K - $75K
5.69K $408K
USRT
Ishares Core U.S. Reit ETF

ETFs
-910
- 9.49%
$55.97 - $62.75 $50.9K - $57.1K
8.68K $497K
EXR
Extra Space Storage Inc.

Real Estate
-39
- 1.42%
$142.35 - $178.32 $5.55K - $6.95K
2.71K $404K
ICLN
Ishares

ETFs
-3.66K
- 26.65%
$11.35 - $14.51 $41.5K - $53.1K
10.1K $114K
NLOK
Norton Life Lock Inc.

Technology
-4.06K
- 15.24%
N/A
22.6K $485K
VEEV
Veeva Systems Inc

Healthcare
-411
- 19.19%
$201.81 - $250.45 $82.9K - $103K
1.73K $363K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-174
- 5.43%
$97.29 - $122.68 $16.9K - $21.3K
3.03K $295K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-37
- 0.78%
$49.78 - $66.55 $1.84K - $2.46K
4.69K $234K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-190
- 1.88%
$238.25 - $261.28 $45.3K - $49.6K
9.93K $2.4M
LNG
Cheniere Energy, Inc.

Energy
-823
- 29.41%
$181.07 - $225.92 $149K - $186K
1.98K $424K
ROL
Rollins Inc

Consumer Cyclical
-81
- 0.46%
$46.35 - $51.59 $3.75K - $4.18K
17.5K $810K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-483
- 8.55%
$201.32 - $217.44 $97.2K - $105K
5.17K $1.07M
SBAC
Sba Communications Corp

Real Estate
-121
- 8.71%
$198.24 - $249.31 $24K - $30.2K
1.27K $258K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-417
- 8.87%
$106.56 - $113.11 $44.4K - $47.2K
4.28K $457K
IXJ
Ishares Global Healthcare ETF

ETFs
-313
- 8.21%
$85.65 - $98.34 $26.8K - $30.8K
3.5K $300K
SOXX
Ishares Semiconductor ETF

ETFs
-138
- 4.88%
$211.27 - $239.8 $29.2K - $33.1K
2.69K $579K
XT
Ishares Tr Exponential Technol

ETFs
-975
- 10.83%
$58.7 - $62.72 $57.2K - $61.2K
8.03K $479K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-989
- 6.36%
$49.79 - $51.14 $49.2K - $50.6K
14.6K $730K
TRU
Trans Union

Industrials
-20
- 0.38%
$92.71 - $108.67 $1.85K - $2.17K
5.24K $485K
TYL
Tyler Technologies Inc

Technology
-97
- 7.86%
$576.64 - $635.69 $55.9K - $61.7K
1.14K $655K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-1.44K
- 19.02%
$46.48 - $51.32 $67.1K - $74.1K
6.14K $295K
OPEN
Opendoor Technologies Inc.

Real Estate
-5.85K
- 5.23%
$1.6 - $2.34 $9.36K - $13.7K
106K $169K
DKNG
Draft Kings Inc.

Consumer Cyclical
-1.11K
- 15.81%
$35.32 - $44.84 $39.2K - $49.7K
5.9K $219K
FLO
Flowers Foods Inc

Consumer Defensive
-1.16K
- 8.9%
$20.4 - $23.31 $23.6K - $27K
11.9K $245K
DGX
Quest Diagnostics Inc

Healthcare
-389
- 4.49%
N/A
8.28K $1.13M
IBB
Ishares Biotechnology ETF

ETFs
-150
- 5.92%
$131.21 - $148.85 $19.7K - $22.3K
2.39K $315K
DG
Dollar General Corp

Consumer Defensive
-91
- 1.78%
$73.27 - $84.47 $6.67K - $7.69K
5.03K $380K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-212
- 23.09%
$338.38 - $446.21 $71.7K - $94.6K
706 $307K
SITE
Site One Landscape Supply, Inc.

Industrials
-114
- 6.55%
$131.3 - $156.31 $15K - $17.8K
1.63K $214K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-524
- 14.56%
$77.86 - $79.27 $40.8K - $41.5K
3.08K $239K
ADSK
Autodesk, Inc.

Technology
-167
- 3.19%
N/A
5.06K $1.24M
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
-1.21K
- 8.9%
$32.85 - $34.26 $39.7K - $41.4K
12.4K $409K
RC
Ready Capital Corp

Real Estate
-1.79K
- 5.19%
$6.71 - $7.57 $12K - $13.5K
32.6K $222K
AOA
Ishares Tr Core Aggressive All

ETFs
-390
- 9.59%
$76.61 - $79.88 $29.9K - $31.2K
3.68K $281K
SAN
Banco Santander, S.A.

Financial Services
-5.59K
- 25.55%
$4.49 - $5.05 $25.1K - $28.2K
16.3K $74K
VT
Vanguard Total World Stk Index

ETFs
-22
- 0.15%
$117.09 - $123.07 $2.58K - $2.71K
15.1K $1.77M
VCIT
Vanguard Intermediate Term Cor

ETFs
-315
- 9.9%
$80.13 - $83.77 $25.2K - $26.4K
2.87K $230K
RELX
Relx PLC

Communication Services
-345
- 3.79%
$44.45 - $48.63 $15.3K - $16.8K
8.76K $397K
DFAI
Dimensional ETF Tr

ETFs
-394
- 4.74%
$29.0 - $31.6 $11.4K - $12.5K
7.93K $231K
NRG
Nrg Energy, Inc.

Utilities
-293
- 5.01%
$85.3 - $101.61 $25K - $29.8K
5.56K $501K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-72
- 2.72%
$101.82 - $114.06 $7.33K - $8.21K
2.57K $265K
ILCV
Ishares Morningstar Value ETF

ETFs
-150
- 1.26%
$80.23 - $85.43 $12K - $12.8K
11.8K $955K
WEN
Wendy'S CO

Consumer Cyclical
-630
- 5.73%
$16.26 - $20.42 $10.2K - $12.9K
10.4K $168K
RACE
Ferrari N.V.

Consumer Cyclical
-1
- 0.2%
$422.83 - $490.34 $423 - $490
493 $209K
EMB
Ishares Tr

ETFs
-116
- 4.47%
$88.94 - $93.46 $10.3K - $10.8K
2.48K $220K
LNT
Alliant Energy Corp

Utilities
-172
- 2.57%
$56.24 - $63.63 $9.67K - $10.9K
6.51K $385K
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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