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
HE
Hawaiian Electric Industries Inc

Utilities
-1.88K
- 13.16%
$9.12 - $10.98 $17.1K - $20.6K
12.4K $120K
NDAQ
Nasdaq, Inc.

Financial Services
-794
- 8.01%
$70.87 - $83.05 $56.3K - $65.9K
9.12K $705K
IEMG
Ishares Inc

ETFs
-297
- 0.89%
N/A
33K $1.77M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-89
- 0.95%
$417.69 - $450.94 $37.2K - $40.1K
9.32K $3.97M
EQR
Equity Residential

Real Estate
-93
- 3.11%
$69.12 - $77.48 $6.43K - $7.21K
2.9K $208K
PAA
Plains All American Pipeline LP

Energy
-500
- 3.33%
$16.27 - $18.67 $8.14K - $9.34K
14.5K $247K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-259
- 3.62%
$34.25 - $37.94 $8.87K - $9.83K
6.9K $250K
VFH
Vanguard Financial ETF

ETFs
-431
- 8.47%
$108.87 - $126.2 $46.9K - $54.4K
4.66K $549K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-33
- 0.2%
$89.01 - $96.24 $2.94K - $3.18K
16.5K $1.48M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-141
- 4.36%
$100.38 - $107.86 $14.2K - $15.2K
3.09K $318K
SGOL
Abrdn Gold ETF Trust

ETFs
-90
- 0.29%
$24.46 - $26.62 $2.2K - $2.4K
31.5K $788K
PATH
Ui Path, Inc.

Technology
-201
- 0.83%
$11.95 - $15.5 $2.4K - $3.12K
24.1K $305K
PAVE
Global X Fds Us Infrastructure

ETFs
-9
- 0.18%
$40.41 - $45.95 $364 - $414
5.02K $202K
CHCO
City Holding CO

Financial Services
-67
- 2.46%
$113.37 - $134.35 $7.6K - $9K
2.66K $315K
FEMY
Femasys Inc

Healthcare
-1.5K
- 4.23%
$0.87 - $1.36 $1.31K - $2.04K
34K $37K
Te Connectivity PLC
-784
- 5.74%
N/A
12.9K $0
CRH.L
Crh PLC

Basic Materials
-42
- 0.04%
N/A
107K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
-15
- 0.09%
N/A
15.9K $0
Jacobs Solutions Inc
-21
- 0.75%
N/A
2.76K $0
Brookfield Asset Managmt LTD
-1.1K
- 19.01%
N/A
4.69K $0
Labcorp Holdings Inc
-396
- 14.68%
N/A
2.3K $0
Neuberger Berman ETF Trust
-16.6K
- 16.48%
N/A
84K $0
AME
Ametek Inc

Industrials
-266
- 4.78%
$165.89 - $197.38 $44.1K - $52.5K
5.3K $955K
SENS
Senseonics Holdings, Inc.

Healthcare
-726
- 6.05%
$0.25 - $0.59 $182 - $428
11.3K $5K
OGE
Oge Energy Corp.

Utilities
-16
- 0.29%
$39.65 - $44.08 $634 - $705
5.52K $227K
ASX
Ase Technology Holding Co., Ltd.

Technology
-12
- 0.11%
$9.49 - $10.74 $114 - $129
10.5K $105K
SNV
Synovus Financial Corp

Financial Services
-2.01K
- 12.61%
$42.5 - $58.73 $85.6K - $118K
14K $714K
ANSS
Ansys Inc

Technology
-94
- 5.08%
$313.05 - $361.45 $29.4K - $34K
1.76K $593K
VRSN
Verisign Inc

Technology
-113
- 6.8%
$176.68 - $206.96 $20K - $23.4K
1.55K $320K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-57
- 1.69%
$81.6 - $90.89 $4.65K - $5.18K
3.31K $284K
CBRE
Cbre Group, Inc.

Real Estate
-264
- 4.33%
$119.22 - $140.71 $31.5K - $37.1K
5.83K $764K
PNR
Pentair PLC

Industrials
-40
- 1.16%
$95.0 - $109.21 $3.8K - $4.37K
3.41K $343K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-823
- 5.55%
$58.39 - $67.04 $48.1K - $55.2K
14K $889K
AIZ
Assurant, Inc.

Financial Services
-21
- 2.07%
$186.6 - $228.68 $3.92K - $4.8K
995 $212K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-855
- 6.43%
$12.27 - $15.41 $10.5K - $13.2K
12.4K $180K
SOFI
So Fi Technologies, Inc.

Financial Services
-11.1K
- 43.66%
$7.63 - $16.88 $84.7K - $187K
14.3K $220K
KMX
Carmax Inc

Consumer Cyclical
-22
- 0.37%
$71.11 - $87.2 $1.56K - $1.92K
5.87K $479K
VXF
Vanguard Extended Market ETF

ETFs
-124
- 1.88%
$179.17 - $207.15 $22.2K - $25.7K
6.47K $1.23M
CMI
Cummins Inc

Industrials
-115
- 3.75%
$324.93 - $383.42 $37.4K - $44.1K
2.95K $1.03M
PAYC
Paycom Software, Inc.

Technology
-21
- 1.74%
$159.94 - $240.25 $3.36K - $5.05K
1.19K $243K
XLC
Select Sector Spdr Tr Communic

ETFs
-60
- 0.71%
$89.66 - $102.16 $5.38K - $6.13K
8.41K $813K
DASH
Door Dash, Inc.

Communication Services
-37
- 1.62%
$141.93 - $180.48 $5.25K - $6.68K
2.24K $376K
CVNA
Carvana Co.

Consumer Cyclical
-162
- 5.65%
$175.8 - $260.8 $28.5K - $42.2K
2.7K $549K
EW
Edwards Lifesciences Corp

Healthcare
-891
- 5.28%
$64.54 - $75.92 $57.5K - $67.6K
16K $1.18M
VLRS
Controladora Vuela Compania De Aviacion, S.A.B. De C.V.

Industrials
-2.5K
- 3.09%
$6.09 - $8.52 $15.2K - $21.3K
78.3K $582K
AGYS
Agilysys Inc

Technology
-478
- 8.16%
$98.38 - $141.74 $47K - $67.8K
5.38K $708K
AMP
Ameriprise Financial Inc

Financial Services
-199
- 6.56%
$473.15 - $574.01 $94.2K - $114K
2.84K $1.51M
SAP
Sap Se

Technology
-79
- 1.28%
$218.13 - $255.54 $17.2K - $20.2K
6.09K $1.5M
HUBS
Hubspot Inc

Technology
-63
- 7.46%
$514.07 - $757.4 $32.4K - $47.7K
781 $544K
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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