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
QCOM
Qualcomm Inc

Technology
11.8K
+ 37.41%
$151.94 - $175.86 $1.79M - $2.07M
43.2K $6.63M
MSI
Motorola Solutions, Inc.

Technology
4.47K
+ 70.11%
$411.73 - $482.1 $1.84M - $2.15M
10.8K $4.75M
VRSK
Verisk Analytics, Inc.

Industrials
5.8K
+ 181.43%
$268.63 - $301.33 $1.56M - $1.75M
9K $2.68M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
28.2K
New
$58.04 - $65.84 $1.63M - $1.85M
28.2K $1.79M
AEP
American Electric Power CO Inc

Utilities
10.8K
+ 29.97%
$90.32 - $109.27 $972K - $1.18M
46.7K $5.1M
INTC
Intel Corp

Technology
60.9K
+ 43.03%
$19.1 - $27.39 $1.16M - $1.67M
202K $4.6M
ADP
Automatic Data Processing Inc

Industrials
3.92K
+ 8.99%
$286.85 - $318.64 $1.12M - $1.25M
47.5K $14.5M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
34.3K
New
$50.48 - $51.04 $1.73M - $1.75M
34.3K $1.74M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
14.7K
+ 342.31%
$98.98 - $113.18 $1.46M - $1.67M
19K $2.15M
C
Citigroup Inc

Financial Services
23.1K
+ 47.33%
$67.23 - $84.63 $1.55M - $1.95M
71.8K $5.1M
WM
Waste Management Inc

Industrials
1.07K
+ 2.34%
$200.54 - $233.78 $214K - $250K
46.7K $10.8M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
11.8K
+ 18.51%
$126.11 - $135.06 $1.48M - $1.59M
75.2K $9.7M
KLAC
Kla Corp

Technology
1.98K
+ 41.4%
$636.62 - $777.63 $1.26M - $1.54M
6.77K $4.6M
WMB
Williams Companies, Inc.

Energy
22.4K
+ 50.76%
$54.02 - $61.09 $1.21M - $1.37M
66.4K $3.97M
BAH
Booz Allen Hamilton Holding Corp

Industrials
15.6K
+ 630.61%
$102.72 - $143.06 $1.6M - $2.23M
18K $1.89M
VV
Vanguard Large Cap ETF

ETFs
7.51K
+ 24.17%
$253.32 - $282.66 $1.9M - $2.12M
38.6K $9.92M
AJG
Arthur J. Gallagher & Co.

Financial Services
3.21K
+ 47.32%
$275.89 - $345.24 $886K - $1.11M
10K $3.45M
AVSU
American Centy ETF Tr Avantis

ETFs
24.1K
New
$61.4 - $69.08 $1.48M - $1.66M
24.1K $1.5M
NOW
Service Now, Inc.

Technology
3.31K
+ 75.6%
$783.83 - $1170.39 $2.59M - $3.87M
7.69K $6.12M
DUK
Duke Energy Corp

Utilities
4.09K
+ 5.95%
$105.87 - $121.97 $433K - $498K
72.8K $8.88M
PRU
Prudential Financial Inc

Financial Services
13.8K
+ 115.02%
$105.04 - $122.33 $1.44M - $1.68M
25.7K $2.87M
CI
Cigna Corp

Healthcare
2.78K
+ 27.87%
$274.49 - $329.0 $763K - $914K
12.8K $4.19M
BKNG
Booking Holdings Inc.

Consumer Cyclical
380
+ 43.48%
$4295.4 - $5141.88 $1.63M - $1.95M
1.25K $5.78M
SHEL
Shell PLC

Energy
14.1K
+ 41.31%
$62.84 - $73.29 $886K - $1.03M
48.2K $3.53M
TRV
Travelers Companies, Inc.

Financial Services
4.05K
+ 29.82%
$232.43 - $265.13 $940K - $1.07M
17.6K $4.66M
BDX
Becton Dickinson & CO

Healthcare
5.8K
+ 26.77%
$222.79 - $249.08 $1.29M - $1.44M
27.4K $6.29M
GILD
Gilead Sciences, Inc.

Healthcare
7.55K
+ 28.58%
$89.14 - $117.41 $673K - $886K
34K $3.8M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
59.3K
+ 116.92%
$22.25 - $23.0 $1.32M - $1.36M
110K $2.53M
MCK
Mckesson Corp

Healthcare
872
+ 11.57%
$566.21 - $672.99 $494K - $587K
8.41K $5.66M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
30.2K
New
$43.76 - $45.31 $1.32M - $1.37M
30.2K $1.36M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
21.2K
New
$62.28 - $71.92 $1.32M - $1.52M
21.2K $1.34M
BMY
Bristol Myers Squibb CO

Healthcare
16.5K
+ 22.44%
$53.9 - $63.11 $889K - $1.04M
90K $5.49M
CVS
Cvs Health Corp

Healthcare
12.9K
+ 64.23%
$44.22 - $68.64 $569K - $883K
32.9K $2.23M
AZN
Astrazeneca PLC

Healthcare
14.4K
+ 44.73%
$65.37 - $77.96 $941K - $1.12M
46.6K $3.42M
IEFA
Ishares Tr

ETFs
8.33K
+ 6.63%
$69.57 - $78.65 $579K - $655K
134K $10.1M
AZO
Autozone Inc

Consumer Cyclical
137
+ 10.74%
$3193.96 - $3828.11 $438K - $524K
1.41K $5.39M
EPD
Enterprise Products Partners L.P.

Energy
28.4K
+ 24.79%
$31.75 - $34.14 $901K - $969K
143K $4.88M
PLTR
Palantir Technologies Inc.

Technology
9.82K
+ 18.86%
$64.98 - $124.62 $638K - $1.22M
61.9K $5.22M
NXPI
Nxp Semiconductors N.V.

Technology
7.06K
+ 199.72%
$189.99 - $245.86 $1.34M - $1.74M
10.6K $2.01M
PLD
Prologis, Inc.

Real Estate
10.6K
+ 77.86%
$103.59 - $124.04 $1.09M - $1.31M
24.1K $2.69M
FCNCA
First Citizens Bancshares Inc

Financial Services
704
+ 353.77%
$1728.36 - $2231.14 $1.22M - $1.57M
903 $1.67M
BSX
Boston Scientific Corp

Healthcare
8.72K
+ 29.04%
$89.38 - $106.18 $780K - $926K
38.8K $3.91M
TMUS
T Mobile Us, Inc.

Communication Services
2.67K
+ 23.99%
$211.3 - $272.83 $564K - $728K
13.8K $3.68M
VBR
Vanguard Small Cap Value ETF

ETFs
9.64K
+ 19.83%
$183.02 - $207.75 $1.76M - $2M
58.2K $10.8M
DFAI
Dimensional ETF Tr

ETFs
38.1K
+ 480.98%
$28.88 - $32.4 $1.1M - $1.24M
46K $1.44M
VHT
Vanguard Health Care ETF

ETFs
4.04K
+ 35.02%
$254.06 - $273.83 $1.03M - $1.11M
15.6K $4.12M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
14.3K
+ 346.76%
$81.83 - $82.73 $1.17M - $1.18M
18.4K $1.52M
AON
Aon PLC

Financial Services
2.44K
+ 45.85%
$348.44 - $409.32 $849K - $997K
7.75K $3.09M
GGG
Graco Inc

Industrials
14.2K
+ 457.24%
$80.53 - $87.54 $1.14M - $1.24M
17.3K $1.44M
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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