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
TPR
Tapestry, Inc.

Consumer Cyclical
-625
- 8.07%
$43.54 - $66.18 $27.2K - $41.4K
7.12K $464K
IYW
Ishares Dj Us Tech ETF

ETFs
-76
- 0.51%
$148.14 - $166.23 $11.3K - $12.6K
14.8K $2.36M
EPD
Enterprise Products Partners L.P.

Energy
-4.71K
- 3.95%
$28.66 - $34.43 $135K - $162K
115K $3.59M
VCR
Vanguard Consumer Discretionar

ETFs
-12
- 0.33%
$328.51 - $401.37 $3.94K - $4.82K
3.65K $1.37M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-218
- 0.82%
$311.11 - $335.64 $67.8K - $73.2K
26.5K $8.53M
FHN
First Horizon Corp

Financial Services
-1.35K
- 3.71%
$14.91 - $21.42 $20.2K - $29K
35.2K $708K
LRGF
Ishares Tr

ETFs
-1.45K
- 0.94%
$58.25 - $63.26 $84.2K - $91.4K
152K $9.17M
XLK
Technology Sector Spdr

ETFs
-201
- 0.63%
$220.26 - $241.44 $44.3K - $48.5K
31.9K $7.41M
XLY
Select Sector Spdr Consumer Di

ETFs
-254
- 2.33%
$194.8 - $239.43 $49.5K - $60.8K
10.6K $2.38M
SQ
Block, Inc.

Technology
-714
- 4.68%
$65.06 - $98.92 $46.5K - $70.6K
14.6K $1.24M
COF
Capital One Financial Corp

Financial Services
-327
- 3.22%
$145.19 - $192.01 $47.5K - $62.8K
9.83K $1.75M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-201
- 1.57%
$47.29 - $84.74 $9.51K - $17K
12.6K $941K
SCHW
Schwab Charles Corp

Financial Services
-1.59K
- 3.37%
$63.31 - $82.85 $101K - $132K
45.6K $3.37M
GPN
Global Payments Inc

Industrials
-199
- 0.56%
$97.57 - $119.38 $19.4K - $23.8K
35.5K $3.97M
IWV
Ishares Russell 3000 ETF

ETFs
-909
- 1.07%
$323.08 - $349.08 $294K - $317K
84.3K $28.2M
BX
Blackstone Inc.

Financial Services
-293
- 1.13%
$148.45 - $199.05 $43.5K - $58.3K
25.6K $4.42M
MS
Morgan Stanley

Financial Services
-1.94K
- 3.82%
$104.42 - $134.99 $203K - $262K
48.8K $6.14M
DAL
Delta Air Lines, Inc.

Industrials
-14
- 0.01%
$47.46 - $65.77 $664 - $921
138K $8.36M
HON
Honeywell International Inc

Industrials
-714
- 0.91%
$202.84 - $236.0 $145K - $169K
78K $17.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-720
- 0.86%
$481.22 - $538.17 $346K - $387K
83.1K $42.5M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-2.44K
- 0.25%
$124.26 - $134.12 $303K - $327K
954K $123M
IVW
Ishares S&P 500 Growth ETF

ETFs
-34.2K
- 1.36%
$94.43 - $105.47 $3.23M - $3.6M
2.48M $252M
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