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
EVH
Evolent Health, Inc.

Healthcare
345
+ 0.93%
$8.55 - $12.6 $2.95K - $4.35K
37.5K $355K
BBY
Best Buy CO Inc

Consumer Cyclical
149
+ 2.4%
$70.3 - $91.1 $10.5K - $13.6K
6.35K $467K
TRMK
Trustmark Corp

Financial Services
1
+ 0.0%
$32.92 - $38.83 $32.9 - $38.8
74.6K $2.57M
AXP
American Express CO

Financial Services
5.71K
+ 9.88%
$255.39 - $325.87 $1.46M - $1.86M
63.5K $17.1M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
11
+ 0.38%
$161.27 - $192.3 $1.77K - $2.12K
2.94K $474K
MGC
Vanguard Mega Cap ETF

ETFs
2.75K
+ 5.0%
$199.2 - $222.69 $547K - $612K
57.8K $11.6M
SOXX
Ishares Semiconductor ETF

ETFs
30
+ 1.12%
$188.17 - $235.81 $5.65K - $7.07K
2.72K $511K
ON
On Semiconductor Corp

Technology
1.66K
+ 26.58%
$40.69 - $64.51 $67.6K - $107K
7.91K $321K
AMAT
Applied Materials Inc

Technology
1.94K
+ 9.46%
$145.06 - $195.51 $281K - $378K
22.4K $3.25M
PANW
Palo Alto Networks Inc

Technology
1.72K
+ 5.14%
$167.82 - $208.28 $288K - $357K
35.1K $5.98M
VFC
V F Corp

Consumer Cyclical
546
+ 3.26%
$15.52 - $26.93 $8.47K - $14.7K
17.3K $268K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
149
+ 0.7%
$117.4 - $131.02 $17.5K - $19.5K
21.5K $2.57M
AVGO
Broadcom Inc.

Technology
53.8K
+ 38.07%
$167.43 - $244.7 $9M - $13.2M
195K $32.6M
WDC
Western Digital Corp

Technology
948
+ 12.83%
$40.43 - $72.03 $38.3K - $68.3K
8.34K $337K
JEF
Jefferies Financial Group Inc.

Financial Services
527
+ 9.78%
$52.22 - $81.31 $27.5K - $42.9K
5.92K $317K
SNPS
Synopsys Inc

Technology
164
+ 5.17%
$428.58 - $551.54 $70.3K - $90.5K
3.34K $1.43M
CCL
Carnival Corp

Consumer Cyclical
1.25K
+ 4.99%
$19.08 - $28.49 $23.9K - $35.7K
26.4K $515K
CIEN
Ciena Corp

Technology
900
+ 12.73%
$60.43 - $98.18 $54.4K - $88.4K
7.97K $481K
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.69K
+ 20.38%
$65.15 - $91.81 $241K - $339K
21.8K $1.42M
PSTG
Pure Storage, Inc.

Technology
420
+ 4.76%
$44.27 - $72.37 $18.6K - $30.4K
9.25K $409K
AYI
Acuity Brands Inc

Industrials
29
+ 0.58%
$257.8 - $337.07 $7.48K - $9.78K
5.04K $1.33M
HPE
Hewlett Packard Enterprise CO

Technology
25.5K
+ 28.47%
$14.77 - $24.42 $377K - $623K
115K $1.78M
PKG
Packaging Corp Of America

Consumer Cyclical
567
+ 6.07%
$192.03 - $242.13 $109K - $137K
9.91K $1.96M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
299
+ 1.8%
$121.0 - $142.28 $36.2K - $42.5K
16.9K $2.11M
ILMN
Illumina, Inc.

Healthcare
421
+ 11.67%
$79.34 - $144.22 $33.4K - $60.7K
4.03K $319K
AFRM
Affirm Holdings, Inc.

Technology
252
+ 2.25%
$43.7 - $80.98 $11K - $20.4K
11.5K $518K
VOT
Vanguard Mid Cap Growth Index

ETFs
157
+ 0.7%
$237.72 - $276.98 $37.3K - $43.5K
22.6K $5.53M
UPS
United Parcel Service Inc

Industrials
3.97K
+ 10.15%
$109.66 - $136.26 $435K - $541K
43.1K $4.74M
CADL
Candel Therapeutics, Inc.

Healthcare
7K
+ 8.02%
$5.65 - $12.21 $39.6K - $85.5K
94.3K $532K
USB
Us Bancorp \De\

Financial Services
20.2K
+ 10.41%
$40.92 - $50.9 $827K - $1.03M
214K $9.05M
U
Unity Software Inc.

Technology
3.78K
+ 3.5%
$19.44 - $28.34 $73.4K - $107K
112K $2.19M
HPQ
Hp Inc

Technology
2.41K
+ 3.9%
$27.69 - $34.72 $66.6K - $83.5K
64K $1.77M
PRG
Prog Holdings, Inc.

Industrials
195
+ 1.21%
$25.94 - $43.82 $5.06K - $8.54K
16.4K $435K
FDX
Fedex Corp

Industrials
3.01K
+ 11.45%
$230.33 - $281.53 $693K - $847K
29.3K $7.14M
AGYS
Agilysys Inc

Technology
634
+ 11.78%
$71.45 - $134.56 $45.3K - $85.3K
6.02K $436K
IWM
Ishares Russell 2000 ETF

ETFs
2.89K
+ 7.15%
$198.1 - $229.79 $572K - $664K
43.3K $8.64M
GLDD
Great Lakes Dredge & Dock Corp

Industrials
281
+ 0.21%
$7.67 - $12.44 $2.16K - $3.5K
134K $1.16M
GPN
Global Payments Inc

Industrials
1.61K
+ 4.53%
$92.18 - $113.03 $148K - $181K
37.1K $3.63M
VUG
Vanguard Growth ETF

ETFs
6.23K
+ 9.24%
$369.1 - $427.61 $2.3M - $2.66M
73.6K $27.3M
SQ
Block, Inc.

Technology
528
+ 3.63%
$54.04 - $92.95 $28.5K - $49.1K
15.1K $863K
TTD
Trade Desk, Inc.

Technology
3.31K
+ 36.64%
$53.59 - $126.58 $177K - $419K
12.4K $675K
DFUS
Dimensional ETF Tr U S Equity

ETFs
88
+ 0.07%
$59.61 - $66.71 $5.25K - $5.87K
128K $7.77M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
2.24K
+ 0.67%
$25.58 - $29.24 $57.3K - $65.5K
335K $8.77M
M
Macy'S, Inc.

Consumer Cyclical
55
+ 0.05%
$12.56 - $16.82 $691 - $925
104K $1.3M
IWN
Ishares Russell2000 Val ETF

ETFs
348
+ 0.83%
$149.27 - $169.4 $51.9K - $59K
42K $6.35M
IGM
Ishares Expanded Tech Sector E

ETFs
10.4K
+ 7.78%
$90.67 - $108.46 $943K - $1.13M
144K $13.1M
SCHA
Schwab Strategic Tr Us Small C

ETFs
6.07K
+ 2.03%
$23.16 - $27.04 $141K - $164K
305K $7.14M
DECK
Deckers Outdoor Corp

Consumer Cyclical
426
+ 6.12%
$111.56 - $223.11 $47.5K - $95K
7.39K $826K
VBK
Vanguard Small Cap Growth ETF

ETFs
436
+ 1.48%
$247.97 - $296.33 $108K - $129K
30K $7.55M
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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