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
VDE
Vanguard Energy ETF

ETFs
1.91K
+ 18.71%
$119.14 - $132.76 $227K - $253K
12.1K $1.57M
PHG
Koninklijke Philips Nv

Healthcare
13.1K
New
$24.92 - $28.61 $327K - $375K
13.1K $332K
CLH
Clean Harbors Inc

Industrials
1.68K
New
$188.14 - $246.1 $316K - $413K
1.68K $330K
FNV
Franco Nevada Corp

Basic Materials
2.09K
New
$120.72 - $157.56 $253K - $330K
2.09K $329K
HLN
Haleon PLC

Healthcare
27.2K
+ 42.22%
$9.02 - $10.67 $245K - $290K
91.6K $942K
AEM
Agnico Eagle Mines LTD

Basic Materials
2.27K
+ 85.27%
$79.66 - $108.41 $181K - $246K
4.93K $534K
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.57K
New
$85.29 - $92.57 $305K - $331K
3.57K $325K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
29.3K
+ 77.15%
$11.63 - $13.3 $341K - $390K
67.3K $782K
WSO
Watsco Inc

Industrials
582
+ 76.88%
$463.86 - $530.75 $270K - $309K
1.34K $680K
VLO
Valero Energy Corp

Energy
1.16K
+ 6.58%
$121.76 - $142.99 $141K - $165K
18.7K $2.47M
EEM
Ishares Msci Emerging Markets

ETFs
4.44K
+ 6.88%
$40.81 - $45.34 $181K - $201K
68.9K $3.01M
MOH
Molina Healthcare, Inc.

Healthcare
956
New
$266.57 - $333.27 $255K - $319K
956 $314K
KBR
Kbr, Inc.

Industrials
6.3K
New
$47.88 - $60.47 $302K - $381K
6.3K $313K
TAP
Molson Coors Beverage CO

Consumer Defensive
4.77K
+ 84.14%
$52.44 - $62.91 $250K - $300K
10.4K $635K
RJF
Raymond James Financial Inc

Financial Services
2.39K
+ 166.74%
$137.62 - $172.64 $329K - $413K
3.83K $531K
LRN
Stride, Inc.

Consumer Defensive
2.44K
New
$106.34 - $142.28 $259K - $346K
2.44K $308K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
2.34K
+ 11.3%
$75.32 - $84.77 $176K - $199K
23.1K $1.88M
LYV
Live Nation Entertainment, Inc.

Communication Services
2.34K
+ 131.31%
$115.79 - $154.66 $270K - $361K
4.12K $537K
IRBO
Ishares Robotics & Artificial

ETFs
9.5K
New
N/A
9.5K $304K
DPZ
Dominos Pizza Inc

Consumer Cyclical
583
+ 65.43%
$402.33 - $489.71 $235K - $286K
1.47K $677K
CW
Curtiss Wright Corp

Industrials
955
New
$304.82 - $384.07 $291K - $367K
955 $302K
VONE
Vanguard Russell 1000 ETF

ETFs
1.19K
New
$250.16 - $278.79 $298K - $332K
1.19K $302K
HON
Honeywell International Inc

Industrials
6.62K
+ 8.49%
$202.75 - $226.52 $1.34M - $1.5M
84.6K $17.9M
PHO
Invesco Exchange Traded Fd Tr

ETFs
4.64K
New
$63.77 - $68.75 $296K - $319K
4.64K $299K
MKTX
Marketaxess Holdings Inc

Financial Services
1.39K
New
$189.81 - $226.47 $263K - $314K
1.39K $299K
MLI
Mueller Industries Inc

Industrials
3.93K
New
$76.14 - $82.67 $299K - $325K
3.93K $298K
RIO
Rio Tinto PLC

Basic Materials
4.97K
New
$58.19 - $64.29 $289K - $320K
4.97K $298K
EOG
Eog Resources Inc

Energy
1.67K
+ 11.32%
$120.54 - $138.05 $201K - $230K
16.4K $2.1M
DTH
Wisdomtree Tr

ETFs
7K
New
$37.33 - $43.33 $261K - $303K
7K $297K
TDY
Teledyne Technologies Inc

Technology
596
New
$455.51 - $518.84 $271K - $309K
596 $296K
VOE
Vanguard Mid Cap Value Index F

ETFs
2.11K
+ 5.94%
$156.61 - $168.02 $331K - $355K
37.7K $6.05M
NOVT
Novanta Inc

Technology
1.87K
New
N/A
1.87K $294K
WPC
W. P. Carey Inc.

Real Estate
2.51K
+ 16.45%
$53.5 - $65.05 $134K - $163K
17.8K $1.12M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.87K
New
$100.34 - $100.68 $288K - $289K
2.87K $289K
ATO
Atmos Energy Corp

Utilities
1.58K
+ 54.97%
$136.51 - $154.58 $216K - $245K
4.46K $689K
DFS
Discover Financial Services

Financial Services
1.76K
+ 32.66%
$152.99 - $203.25 $269K - $358K
7.14K $1.22M
ARES
Ares Management Corp

Financial Services
2.46K
+ 99.8%
$140.19 - $198.28 $345K - $488K
4.92K $721K
SE
Sea LTD

Consumer Cyclical
2.19K
New
$104.87 - $146.31 $229K - $320K
2.19K $285K
AVY
Avery Dennison Corp

Industrials
1.8K
+ 45.61%
$174.58 - $195.91 $315K - $353K
5.75K $1.02M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
6.16K
New
$34.58 - $45.97 $213K - $283K
6.16K $282K
DVN
Devon Energy Corp

Energy
5.51K
+ 34.35%
$33.15 - $38.55 $183K - $212K
21.6K $806K
NUE
Nucor Corp

Basic Materials
1.86K
+ 11.95%
$114.48 - $142.52 $213K - $265K
17.4K $2.1M
VFH
Vanguard Financial ETF

ETFs
2.29K
+ 49.19%
$114.07 - $127.34 $261K - $292K
6.95K $829K
PBI
Pitney Bowes Inc

Industrials
30.8K
New
$7.03 - $10.86 $217K - $335K
30.8K $278K
HDB
Hdfc Bank LTD

Financial Services
4.03K
+ 110.47%
$58.06 - $66.85 $234K - $269K
7.68K $510K
FMX
Mexican Economic Development Inc

Consumer Defensive
2.82K
New
$81.23 - $100.59 $229K - $283K
2.82K $274K
TT
Trane Technologies PLC

Industrials
1.35K
+ 23.8%
$332.0 - $400.86 $450K - $543K
7.04K $2.37M
WEC
Wec Energy Group, Inc.

Utilities
1.46K
+ 19.38%
$92.12 - $108.98 $134K - $159K
8.97K $977K
ALC
Alcon Inc

Healthcare
1.88K
+ 21.1%
$82.73 - $96.8 $155K - $182K
10.8K $1.02M
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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