Hb Wealth Management, LLC Purchases in Q1 2025

Hb Wealth Management, LLC

  • $11.8 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
14.2K
+ 23.47%
$576.36 - $736.67 $8.17M - $10.4M
74.5K $43M
CVX
Chevron Corp

Energy
22.9K
+ 14.92%
$146.71 - $167.97 $3.36M - $3.85M
176K $29.5M
ISRG
Intuitive Surgical Inc

Healthcare
15.2K
+ 153.44%
$476.63 - $610.45 $7.25M - $9.28M
25.1K $12.4M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
71.9K
+ 96.15%
$95.85 - $99.25 $6.89M - $7.13M
147K $14.5M
TMO
Thermo Fisher Scientific Inc.

Healthcare
15.1K
+ 116.17%
$497.6 - $606.74 $7.53M - $9.18M
28.2K $14M
IVV
Ishares Core S&P 500 ETF

ETFs
21.2K
+ 11.79%
$554.06 - $615.85 $11.8M - $13.1M
201K $113M
KKR
Kkr & Co. Inc.

Financial Services
64.2K
+ 551.37%
$108.17 - $167.07 $6.94M - $10.7M
75.8K $8.76M
ACWI
Ishares Msci Acwi ETF

ETFs
59.4K
+ 282.98%
$115.16 - $124.13 $6.84M - $7.37M
80.4K $9.36M
TDG
Trans Digm Group Inc

Industrials
4.87K
+ 666.48%
$1251.32 - $1394.11 $6.1M - $6.79M
5.6K $7.75M
PM
Philip Morris International Inc.

Consumer Defensive
26.3K
+ 40.16%
$117.15 - $158.79 $3.09M - $4.18M
92K $14.6M
AXSM
Axsome Therapeutics, Inc.

Healthcare
55K
New
$80.05 - $137.75 $4.41M - $7.58M
55K $6.42M
PWR
Quanta Services, Inc.

Industrials
25.7K
+ 774.63%
$236.71 - $358.03 $6.09M - $9.22M
29.1K $7.39M
SPGI
S&P Global Inc.

Financial Services
12.2K
+ 162.22%
$478.26 - $543.77 $5.85M - $6.65M
19.8K $10M
CSGP
Costar Group, Inc.

Real Estate
72.1K
+ 1570.36%
$69.29 - $80.37 $5M - $5.79M
76.7K $6.08M
VMC
Vulcan Materials CO

Basic Materials
24.8K
+ 1025.05%
$220.9 - $277.54 $5.49M - $6.89M
27.3K $6.36M
PEP
Pepsico Inc

Consumer Defensive
37.6K
+ 36.87%
$142.64 - $156.42 $5.37M - $5.89M
140K $20.9M
WCN
Waste Connections, Inc.

Industrials
27.6K
New
$169.89 - $195.19 $4.68M - $5.38M
27.6K $5.38M
VO
Vanguard Mid Cap ETF

ETFs
22.7K
+ 24.11%
$251.87 - $277.95 $5.71M - $6.3M
117K $30.2M
DFAU
Dimensional ETF Tr

ETFs
215K
+ 14.46%
$37.84 - $42.29 $8.13M - $9.09M
1.7M $65.4M
AMGN
Amgen Inc

Healthcare
9.13K
+ 20.81%
$258.59 - $327.36 $2.36M - $2.99M
53K $16.5M
RTX
Raytheon Technologies Corp

Industrials
19.6K
+ 13.66%
$114.1 - $135.66 $2.24M - $2.66M
163K $21.6M
MCO
Moodys Corp

Financial Services
10.4K
+ 325.43%
$437.8 - $527.48 $4.53M - $5.46M
13.5K $6.3M
CSCO
Cisco Systems, Inc.

Technology
62.1K
+ 19.12%
$58.74 - $64.87 $3.65M - $4.03M
387K $23.9M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.84K
+ 135.66%
$1187.71 - $1432.58 $3.38M - $4.07M
4.94K $7.07M
ANSS
Ansys Inc

Technology
14.2K
+ 806.14%
$316.56 - $360.36 $4.49M - $5.11M
15.9K $5.04M
ECL
Ecolab Inc.

Basic Materials
16.7K
+ 235.61%
$229.72 - $269.82 $3.83M - $4.49M
23.7K $6.01M
CBRE
Cbre Group, Inc.

Real Estate
32.4K
+ 556.87%
$121.79 - $147.13 $3.95M - $4.77M
38.3K $5M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
56.2K
New
$60.74 - $73.87 $3.41M - $4.15M
56.2K $4.15M
IWB
Ishares Tr Russell 1000 ETF

ETFs
14.7K
+ 55.71%
$302.31 - $337.54 $4.46M - $4.98M
41.2K $12.6M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
49.5K
+ 1682.91%
$78.97 - $85.82 $3.91M - $4.25M
52.5K $4.35M
NFLX
Netflix Inc

Communication Services
3.79K
+ 27.7%
$828.4 - $1058.6 $3.14M - $4.01M
17.5K $16.3M
RSG
Republic Services, Inc.

Industrials
13.9K
+ 95.56%
$200.09 - $242.16 $2.78M - $3.37M
28.5K $6.9M
IBM
International Business Machines Corp

Technology
7.45K
+ 10.66%
$217.4 - $264.74 $1.62M - $1.97M
77.3K $19.2M
VEEV
Veeva Systems Inc

Healthcare
16.3K
+ 941.13%
$210.58 - $246.8 $3.43M - $4.02M
18K $4.17M
SHW
Sherwin Williams CO

Basic Materials
10.3K
+ 47.86%
$330.16 - $365.55 $3.4M - $3.77M
31.8K $11.1M
UNP
Union Pacific Corp

Industrials
13.6K
+ 30.26%
$225.21 - $254.42 $3.07M - $3.46M
58.6K $13.8M
INTU
Intuit Inc

Technology
5.9K
+ 90.08%
$555.63 - $630.23 $3.28M - $3.72M
12.5K $7.64M
ODFL
Old Dominion Freight Line, Inc.

Industrials
22.3K
+ 122.23%
$161.13 - $209.29 $3.59M - $4.67M
40.5K $6.71M
GWRE
Guidewire Software, Inc.

Technology
18.1K
+ 854.42%
$166.74 - $218.22 $3.01M - $3.94M
20.2K $3.78M
FAST
Fastenal CO

Industrials
42.8K
+ 367.0%
$71.11 - $79.98 $3.05M - $3.43M
54.5K $4.23M
MDLZ
Mondelez International, Inc.

Consumer Defensive
39.9K
+ 49.42%
$56.12 - $68.15 $2.24M - $2.72M
121K $8.19M
EFA
Ishares Tr Msci Eafe ETF

ETFs
27.5K
+ 15.18%
$74.85 - $84.89 $2.06M - $2.33M
209K $17M
PGR
Progressive Corp

Financial Services
8.24K
+ 34.93%
$235.61 - $291.22 $1.94M - $2.4M
31.8K $9M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
86.8K
+ 6.04%
$27.01 - $28.54 $2.35M - $2.48M
1.52M $42.6M
CDNS
Cadence Design Systems Inc

Technology
13.6K
+ 300.33%
$233.96 - $324.52 $3.19M - $4.42M
18.2K $4.62M
ELV
Elevance Health, Inc.

Healthcare
5.17K
+ 34.56%
$365.9 - $436.25 $1.89M - $2.25M
20.1K $8.75M
DIS
Walt Disney CO

Communication Services
38.6K
+ 81.93%
$96.87 - $114.0 $3.74M - $4.41M
85.8K $8.47M
TECH
Bio Techne Corp

Healthcare
54.7K
New
$58.47 - $78.75 $3.2M - $4.31M
54.7K $3.21M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
40.5K
+ 1315.12%
$77.7 - $78.94 $3.14M - $3.19M
43.5K $3.44M
Activity Summary
Buys All Purchases 1013 New Holdings 195 Increased Positions 818 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 8 Puts 13
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