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
SAP
Sap Se

Technology
2.78K
+ 45.63%
$241.4 - $293.69 $670K - $816K
8.86K $2.38M
IWF
Ishares Russell 1000 Gr ETF

ETFs
9.63K
+ 15.01%
$360.07 - $417.26 $3.47M - $4.02M
73.8K $26.7M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
16.9K
+ 23.51%
$42.5 - $46.71 $718K - $789K
88.8K $4.02M
VEA
Vanguard Ftse Developed Market

ETFs
3.14K
+ 1.37%
$47.4 - $52.99 $149K - $166K
233K $11.8M
CDW
Cdw Corp

Technology
5.52K
+ 184.48%
$160.26 - $206.13 $884K - $1.14M
8.51K $1.36M
CAT
Caterpillar Inc

Industrials
6.31K
+ 16.69%
$326.75 - $407.63 $2.06M - $2.57M
44.1K $14.5M
COF
Capital One Financial Corp

Financial Services
4.54K
+ 46.13%
$163.87 - $209.82 $743K - $952K
14.4K $2.58M
BRP
Brp Group, Inc.

Financial Services
20.5K
+ 32.18%
N/A
84.2K $3.37M
MORN
Morningstar, Inc.

Financial Services
2.73K
New
$282.49 - $334.73 $772K - $915K
2.73K $819K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
12.9K
+ 91.92%
$62.72 - $71.92 $808K - $927K
26.9K $1.69M
FFIV
F5, Inc.

Technology
2.91K
New
$251.75 - $310.6 $733K - $904K
2.91K $774K
SCHW
Schwab Charles Corp

Financial Services
7.39K
+ 16.22%
$71.24 - $83.64 $526K - $618K
52.9K $4.14M
FVD
First Tr Value Line Divid Inde

ETFs
17.1K
+ 262.47%
$42.61 - $45.51 $730K - $779K
23.7K $1.05M
MET
Metlife Inc

Financial Services
9.74K
+ 47.71%
$77.7 - $87.0 $757K - $848K
30.2K $2.42M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
4.29K
+ 111.82%
$80.53 - $147.57 $345K - $632K
8.12K $1.07M
TRGP
Targa Resources Corp.

Energy
2.92K
+ 40.04%
$178.44 - $217.22 $521K - $634K
10.2K $2.05M
FTV
Fortive Corp

Technology
10.2K
+ 212.4%
$71.82 - $82.98 $736K - $850K
15.1K $1.1M
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
36.5K
New
$20.2 - $20.86 $738K - $762K
36.5K $737K
TTWO
Take Two Interactive Software Inc

Communication Services
3.13K
+ 88.59%
$178.61 - $217.95 $559K - $682K
6.66K $1.38M
FSLR
First Solar, Inc.

Technology
6.23K
+ 512.76%
$126.34 - $197.73 $787K - $1.23M
7.45K $941K
RPAY
Repay Holdings Corp

Technology
130K
New
$5.48 - $7.7 $714K - $1M
130K $726K
WELL
Welltower Inc.

Real Estate
3.1K
+ 33.73%
$124.05 - $156.86 $385K - $486K
12.3K $1.88M
EXC
Exelon Corp

Utilities
11.2K
+ 46.1%
$37.3 - $46.08 $418K - $517K
35.5K $1.64M
AMP
Ameriprise Financial Inc

Financial Services
1.77K
+ 62.29%
$472.29 - $575.13 $834K - $1.02M
4.6K $2.23M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
8.34K
New
N/A
8.34K $715K
MLM
Martin Marietta Materials Inc

Basic Materials
2.09K
+ 27.78%
$460.39 - $552.64 $963K - $1.16M
9.62K $4.6M
EQT
Eqt Corp

Energy
10.8K
+ 60.69%
$46.16 - $54.25 $497K - $584K
28.5K $1.52M
KMI
Kinder Morgan, Inc.

Energy
21.9K
+ 31.22%
$26.1 - $31.22 $571K - $683K
91.9K $2.62M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
7.6K
New
$89.18 - $104.04 $677K - $790K
7.6K $695K
CAH
Cardinal Health Inc

Healthcare
4.14K
+ 65.68%
$118.02 - $137.77 $488K - $570K
10.4K $1.44M
XLI
Industrial Sector Spdr

ETFs
5.36K
+ 30.75%
$128.78 - $141.67 $690K - $759K
22.8K $2.98M
OUNZ
Van Eck Merk Gold Trust

ETFs
22.8K
New
$25.41 - $30.14 $581K - $689K
22.8K $688K
BKR
Baker Hughes CO

Energy
13.8K
+ 51.31%
$41.16 - $48.85 $570K - $676K
40.8K $1.79M
PNC
Pnc Financial Services Group, Inc.

Financial Services
8.08K
+ 18.76%
$168.84 - $202.89 $1.36M - $1.64M
51.1K $8.99M
XLV
Select Sector Spdr Fund Health

ETFs
3.53K
+ 17.76%
$137.61 - $149.68 $486K - $529K
23.4K $3.42M
IAG
Iamgold Corp

Basic Materials
109K
New
$5.11 - $6.61 $557K - $720K
109K $681K
IDXX
Idexx Laboratories Inc

Healthcare
1.59K
+ 70.79%
$406.29 - $469.04 $644K - $743K
3.82K $1.61M
BERY
Berry Global Group, Inc.

Consumer Cyclical
9.52K
New
$64.35 - $73.03 $613K - $695K
9.52K $664K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
6.68K
+ 42.7%
$113.22 - $126.36 $756K - $844K
22.3K $2.56M
EFG
Msci Eafe Growth ETF

ETFs
6.49K
New
$96.1 - $106.37 $623K - $690K
6.49K $648K
ROST
Ross Stores, Inc.

Consumer Cyclical
6.15K
+ 104.81%
$123.3 - $154.95 $758K - $953K
12K $1.54M
CRM
Salesforce, Inc.

Technology
8.98K
+ 33.61%
$268.36 - $359.95 $2.41M - $3.23M
35.7K $9.58M
BNDX
Vanguard Total International B

ETFs
13.2K
New
$48.33 - $49.5 $638K - $654K
13.2K $644K
GRMN
Garmin LTD

Technology
2.71K
+ 70.95%
$204.55 - $241.93 $555K - $656K
6.53K $1.42M
TSCO
Tractor Supply CO

Consumer Cyclical
11K
+ 92.16%
$51.66 - $57.94 $568K - $637K
22.9K $1.26M
EME
Emcor Group, Inc.

Industrials
1.91K
+ 197.1%
$361.16 - $535.99 $688K - $1.02M
2.87K $1.06M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
9.38K
New
$65.27 - $71.18 $612K - $668K
9.38K $622K
CTVA
Corteva, Inc.

Basic Materials
8.94K
+ 93.71%
$55.94 - $66.15 $500K - $591K
18.5K $1.16M
TPL
Texas Pacific Land Corp

Energy
277
+ 24.02%
$1180.08 - $1431.01 $327K - $396K
1.43K $1.89M
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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