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
ICE
Intercontinental Exchange, Inc.

Financial Services
8.2K
+ 11.04%
$142.8 - $176.36 $1.17M - $1.45M
82.5K $14.2M
VTV
Vanguard Value ETF

ETFs
17.3K
+ 47.58%
$167.73 - $179.21 $2.9M - $3.1M
53.6K $9.26M
ZTS
Zoetis Inc.

Healthcare
18.7K
+ 138.02%
$156.48 - $175.67 $2.93M - $3.29M
32.3K $5.32M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
59.4K
+ 10.23%
$50.72 - $50.92 $3.01M - $3.03M
640K $32.5M
GE
General Electric CO

Industrials
11.5K
+ 52.97%
$168.59 - $212.13 $1.93M - $2.43M
33.1K $6.63M
MPWR
Monolithic Power Systems Inc

Technology
5.09K
+ 674.3%
$565.7 - $720.25 $2.88M - $3.67M
5.85K $3.39M
QUAL
Ishares Msci Usa Quality Facto

ETFs
17.4K
+ 247.05%
$168.16 - $186.21 $2.92M - $3.24M
24.4K $4.17M
SYK
Stryker Corp

Healthcare
7.18K
+ 75.81%
$355.18 - $399.9 $2.55M - $2.87M
16.7K $6.2M
UL
Unilever PLC

Consumer Defensive
43.7K
+ 211.34%
$54.72 - $60.29 $2.39M - $2.63M
64.4K $3.83M
NEE
Nextera Energy Inc

Utilities
39.4K
+ 23.13%
$66.96 - $76.16 $2.64M - $3M
210K $14.9M
APH
Amphenol Corp

Technology
41.1K
+ 146.1%
$61.62 - $78.55 $2.53M - $3.23M
69.2K $4.54M
SHV
Ishares Tr

ETFs
23.3K
New
$110.11 - $110.51 $2.57M - $2.58M
23.3K $2.57M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
94.7K
New
$25.35 - $27.46 $2.4M - $2.6M
94.7K $2.5M
VGT
Vanguard Information Technolog

ETFs
6.62K
+ 46.43%
$542.38 - $646.34 $3.59M - $4.28M
20.9K $11.3M
IWD
Ishares Russell 1000 Val ETF

ETFs
10.2K
+ 6.15%
$182.82 - $196.21 $1.86M - $1.99M
175K $33M
WMT
Walmart Inc.

Consumer Defensive
37.6K
+ 10.76%
$84.5 - $105.05 $3.18M - $3.95M
387K $34M
MRK
Merck & Co., Inc.

Healthcare
43.4K
+ 28.15%
$83.01 - $101.02 $3.6M - $4.38M
198K $17.7M
CPRT
Copart Inc

Consumer Cyclical
42.4K
+ 195.46%
$52.3 - $59.83 $2.22M - $2.54M
64.1K $3.63M
DE
Deere & CO

Industrials
4.44K
+ 67.89%
$408.57 - $509.27 $1.81M - $2.26M
11K $5.15M
WFC
Wells Fargo & Company

Financial Services
30.4K
+ 36.32%
$66.78 - $81.42 $2.03M - $2.48M
114K $8.19M
BND
Vanguard Bd Index Fd Inc Total

ETFs
31.2K
+ 549.36%
$71.17 - $73.66 $2.22M - $2.3M
36.9K $2.71M
WST
West Pharmaceutical Services Inc

Healthcare
10.8K
+ 898.92%
$199.11 - $347.87 $2.16M - $3.77M
12K $2.7M
PH
Parker Hannifin Corp

Industrials
3.96K
+ 79.83%
$591.65 - $707.05 $2.34M - $2.8M
8.92K $5.42M
MDT
Medtronic PLC

Healthcare
16.3K
+ 20.38%
$79.84 - $94.5 $1.3M - $1.54M
96.1K $8.63M
MKL
Markel Corp

Financial Services
1.13K
+ 179.97%
$1660.14 - $2059.83 $1.88M - $2.33M
1.76K $3.29M
AMT
American Tower Corp

Real Estate
4.96K
+ 15.22%
$173.46 - $217.6 $861K - $1.08M
37.6K $8.18M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
11.8K
+ 7.59%
$507.05 - $563.67 $5.97M - $6.64M
167K $85.8M
GS
Goldman Sachs Group Inc

Financial Services
4.36K
+ 44.27%
$524.81 - $672.19 $2.29M - $2.93M
14.2K $7.77M
ADBE
Adobe Inc.

Technology
7.28K
+ 62.51%
$377.84 - $464.11 $2.75M - $3.38M
18.9K $7.26M
MS
Morgan Stanley

Financial Services
21.5K
+ 43.96%
$111.68 - $141.08 $2.4M - $3.03M
70.3K $8.2M
AFL
Aflac Inc

Financial Services
13.6K
+ 20.73%
$100.99 - $111.19 $1.38M - $1.51M
79.3K $8.82M
VZ
Verizon Communications Inc

Communication Services
25.6K
+ 15.94%
$37.81 - $46.49 $968K - $1.19M
186K $8.45M
GD
General Dynamics Corp

Industrials
6.34K
+ 19.41%
$241.94 - $272.58 $1.53M - $1.73M
39K $10.6M
KNSL
Kinsale Capital Group, Inc.

Financial Services
4.13K
+ 779.43%
$416.48 - $494.72 $1.72M - $2.04M
4.66K $2.27M
CB
Chubb LTD

Financial Services
3.9K
+ 11.91%
$257.71 - $301.99 $1M - $1.18M
36.6K $11.1M
BAC
Bank Of America Corp

Financial Services
63.5K
+ 21.85%
$39.61 - $47.74 $2.51M - $3.03M
354K $14.8M
URI
United Rentals, Inc.

Industrials
3.55K
+ 123.32%
$594.17 - $789.56 $2.11M - $2.8M
6.43K $4.03M
FRPH
Frp Holdings, Inc.

Real Estate
69.3K
New
$27.55 - $31.52 $1.91M - $2.18M
69.3K $1.98M
TJX
Tjx Companies Inc

Consumer Cyclical
15.9K
+ 38.52%
$112.81 - $126.16 $1.79M - $2.01M
57.2K $6.96M
KEYS
Keysight Technologies, Inc.

Technology
13.2K
+ 387.37%
$148.16 - $185.11 $1.96M - $2.45M
16.6K $2.49M
LPLA
Lpl Financial Holdings Inc.

Financial Services
5.93K
+ 454.68%
$308.87 - $383.33 $1.83M - $2.27M
7.23K $2.37M
APD
Air Products & Chemicals, Inc.

Basic Materials
6.05K
+ 22.31%
$283.24 - $338.07 $1.71M - $2.04M
33.1K $9.77M
TYL
Tyler Technologies Inc

Technology
3.24K
+ 284.7%
$553.41 - $646.74 $1.79M - $2.09M
4.37K $2.54M
SO
Southern CO

Utilities
2.06K
+ 1.18%
$80.96 - $92.96 $167K - $192K
177K $16.3M
HDV
Ishares Core High Dividend ETF

ETFs
3.84K
+ 2.45%
$110.86 - $121.12 $426K - $465K
161K $19.4M
MANH
Manhattan Associates Inc

Technology
11.3K
+ 967.87%
$163.5 - $295.1 $1.84M - $3.32M
12.4K $2.15M
MMM
3 M CO

Industrials
9.52K
+ 40.53%
$129.7 - $155.12 $1.23M - $1.48M
33K $4.85M
MO
Altria Group, Inc.

Consumer Defensive
19.1K
+ 22.06%
$50.81 - $60.02 $968K - $1.14M
105K $6.33M
SLV
I Shares Silver Trust

ETFs
54.8K
+ 223.99%
$26.93 - $31.32 $1.47M - $1.71M
79.2K $2.45M
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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