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
DFSD
Dimensional ETF Tr Short Durat

ETFs
9.46K
New
$46.74 - $47.55 $442K - $450K
9.46K $449K
ACGL
Arch Capital Group Ltd.

Financial Services
4.31K
+ 52.73%
$88.13 - $96.94 $380K - $418K
12.5K $1.2M
ED
Consolidated Edison Inc

Utilities
2.21K
+ 23.74%
$88.0 - $110.59 $195K - $245K
11.5K $1.28M
DAKT
Daktronics Inc

Technology
36.3K
New
$11.95 - $17.59 $434K - $639K
36.3K $442K
SEB
Seaboard Corp

Industrials
164
New
$2422.16 - $2992.67 $397K - $491K
164 $442K
FNF
Fidelity National Financial, Inc.

Financial Services
4.15K
+ 22.1%
$54.25 - $65.27 $225K - $271K
22.9K $1.49M
ALL
Allstate Corp

Financial Services
1.54K
+ 18.86%
$180.99 - $210.18 $279K - $325K
9.73K $2.01M
PINS
Pinterest, Inc.

Communication Services
13.9K
New
$29.79 - $40.0 $414K - $556K
13.9K $430K
ADSK
Autodesk, Inc.

Technology
1.73K
+ 34.12%
N/A
6.79K $1.67M
ROL
Rollins Inc

Consumer Cyclical
5.33K
+ 30.51%
$45.65 - $54.03 $243K - $288K
22.8K $1.23M
NEM
Newmont Corp

Basic Materials
5.34K
+ 36.93%
$37.79 - $48.39 $202K - $259K
19.8K $956K
AUB
Atlantic Union Bankshares Corp

Financial Services
13.2K
New
$30.68 - $39.07 $405K - $516K
13.2K $411K
PRF
Invesco Exchange Traded Fd Tr

ETFs
10.1K
+ 39.49%
$39.4 - $42.61 $399K - $431K
35.8K $1.44M
HBAN
Huntington Bancshares Inc

Financial Services
31.3K
+ 64.6%
$14.28 - $17.39 $447K - $544K
79.7K $1.2M
DD
Du Pont De Nemours, Inc.

Basic Materials
5.69K
+ 51.6%
$72.7 - $84.32 $414K - $480K
16.7K $1.25M
EMN
Eastman Chemical CO

Basic Materials
4.76K
+ 88.91%
$87.05 - $103.47 $414K - $493K
10.1K $891K
AME
Ametek Inc

Industrials
2.58K
+ 48.64%
$170.39 - $190.43 $439K - $491K
7.88K $1.36M
FDS
Factset Research Systems Inc

Financial Services
903
+ 172.33%
$427.5 - $476.51 $386K - $430K
1.43K $648K
DGX
Quest Diagnostics Inc

Healthcare
2.87K
+ 34.66%
N/A
11.1K $1.53M
HIG
Hartford Financial Services Group, Inc.

Financial Services
2.61K
+ 52.31%
$106.31 - $123.73 $277K - $322K
7.59K $938K
O
Realty Income Corp

Real Estate
5.47K
+ 34.02%
$51.67 - $58.49 $283K - $320K
21.6K $1.25M
RPRX
Royalty Pharma PLC

Healthcare
12.6K
New
$25.75 - $33.86 $325K - $427K
12.6K $392K
CBOE
Cboe Global Markets, Inc.

Financial Services
1.18K
+ 30.69%
$190.84 - $226.29 $225K - $267K
5.02K $1.14M
EW
Edwards Lifesciences Corp

Healthcare
5.58K
+ 34.89%
$67.95 - $76.19 $379K - $425K
21.6K $1.56M
VICI
Vici Properties Inc.

Real Estate
11.5K
New
$28.21 - $32.68 $326K - $377K
11.5K $376K
WBD
Warner Bros. Discovery, Inc.

Communication Services
32.2K
+ 13.38%
$9.47 - $11.46 $305K - $369K
273K $2.93M
WRB
Berkley W R Corp

Financial Services
4.15K
+ 68.35%
$56.7 - $71.27 $235K - $295K
10.2K $726K
TTE
Total Energies Se

Energy
5.43K
+ 35.1%
N/A
20.9K $1.43M
ENB
Enbridge Inc

Energy
7.72K
+ 55.42%
$41.54 - $45.45 $321K - $351K
21.7K $959K
SLB
Schlumberger Limited

Energy
6.21K
+ 19.91%
$38.4 - $43.74 $239K - $272K
37.4K $1.56M
HAS
Hasbro, Inc.

Consumer Cyclical
5.96K
New
$56.16 - $69.06 $335K - $412K
5.96K $366K
CELH
Celsius Holdings, Inc.

Consumer Defensive
5.67K
+ 32.63%
$21.28 - $35.62 $121K - $202K
23K $820K
LAMR
Lamar Advertising CO

Real Estate
3.41K
+ 100.21%
$110.65 - $132.9 $377K - $453K
6.8K $774K
MELI
Mercadolibre Inc

Consumer Cyclical
160
+ 84.21%
$1739.0 - $2260.0 $278K - $362K
350 $682K
ETN
Eaton Corp PLC

Industrials
4.96K
+ 30.03%
$271.83 - $371.23 $1.35M - $1.84M
21.5K $5.84M
TOST
Toast, Inc.

Technology
10.8K
New
$32.61 - $41.98 $351K - $451K
10.8K $356K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.06K
New
$333.37 - $384.99 $354K - $408K
1.06K $354K
F
Ford Motor CO

Consumer Cyclical
34.5K
+ 70.4%
$9.12 - $10.43 $315K - $360K
83.6K $838K
BWXT
Bwx Technologies, Inc.

Industrials
3.58K
New
$96.59 - $128.46 $346K - $460K
3.58K $352K
NET
Cloudflare, Inc.

Technology
3.09K
New
$110.71 - $176.5 $343K - $546K
3.09K $348K
HSBC
Hsbc Holdings PLC

Financial Services
6.07K
New
$48.68 - $61.58 $296K - $374K
6.07K $348K
ITT
Itt Inc.

Industrials
2.69K
New
$128.71 - $153.88 $347K - $414K
2.69K $347K
AVSE
American Centy ETF Tr Avantis

ETFs
6.72K
New
$48.73 - $53.38 $328K - $359K
6.72K $345K
CSL
Carlisle Companies Inc

Industrials
1.08K
+ 109.32%
$326.43 - $408.24 $352K - $440K
2.07K $703K
EHC
Encompass Health Corp

Healthcare
3.35K
New
$91.05 - $102.2 $305K - $342K
3.35K $338K
AWK
American Water Works Company, Inc.

Utilities
1.76K
+ 52.75%
$121.01 - $149.31 $213K - $263K
5.11K $753K
OKE
Oneok Inc

Energy
3.76K
+ 12.17%
$89.57 - $109.85 $337K - $413K
34.6K $3.44M
DASH
Door Dash, Inc.

Communication Services
1.65K
+ 73.47%
$168.37 - $213.38 $277K - $352K
3.89K $711K
XYL
Xylem Inc.

Industrials
2.65K
+ 53.93%
$114.02 - $132.04 $302K - $350K
7.57K $904K
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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