Hb Wealth Management, LLC Incresed Positions in Q1 2025

Hb Wealth Management, LLC

  • $11.8 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVDE
American Centy ETF Tr Avantis

ETFs
2M
+ 27747.43%
$60.63 - $68.55 $121M - $137M
2.01M $133M
AVUS
American Centy ETF Tr Avantis

ETFs
1.12M
+ 2108.38%
$90.7 - $101.57 $102M - $114M
1.17M $108M
TROW
Price T Rowe Group Inc

Financial Services
1.04M
+ 38806.91%
$91.57 - $116.93 $95.6M - $122M
1.05M $96.2M
VIG
Vanguard Dividend Appreciation

ETFs
480K
+ 9.86%
N/A
5.35M $974M
AVEM
American Centy ETF Tr Avantis

ETFs
1.07M
+ 5089.97%
$57.11 - $62.4 $61M - $66.6M
1.09M $65.5M
VTI
Vanguard Total Stock Market Et

ETFs
585K
+ 7.42%
$271.18 - $303.12 $159M - $177M
8.46M $2.32B
SPY
Spdr S&P 500 ETF Trust

ETFs
91.6K
+ 27.22%
$551.42 - $612.93 $50.5M - $56.2M
428K $240M
V
Visa Inc.

Financial Services
97.1K
+ 101.4%
$306.92 - $362.71 $29.8M - $35.2M
193K $67.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
369K
+ 226.69%
$102.49 - $119.96 $37.8M - $44.3M
532K $55.6M
MSFT
Microsoft Corp

Technology
140K
+ 40.79%
$375.39 - $447.2 $52.4M - $62.5M
482K $181M
AAPL
Apple Inc.

Technology
306K
+ 25.25%
$209.68 - $247.1 $64.2M - $75.7M
1.52M $338M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
893K
+ 3392.4%
$32.42 - $36.13 $28.9M - $32.3M
919K $30.3M
RSP
Invesco S&P 500 Equal Weight E

ETFs
166K
+ 497.31%
$169.43 - $182.84 $28.2M - $30.4M
200K $34.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
27.7K
+ 20.42%
$442.66 - $534.52 $12.2M - $14.8M
163K $86.9M
MA
Mastercard Inc

Financial Services
27K
+ 116.13%
$504.67 - $576.31 $13.6M - $15.6M
50.2K $27.5M
JNJ
Johnson & Johnson

Healthcare
65.7K
+ 31.64%
$142.06 - $167.7 $9.33M - $11M
273K $45.3M
AMZN
Amazon Com Inc

Consumer Cyclical
144K
+ 34.48%
$190.26 - $242.06 $27.3M - $34.8M
561K $107M
GOOG
Alphabet Inc.

Communication Services
137K
+ 65.43%
$156.06 - $207.71 $21.4M - $28.5M
346K $54.1M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
229K
+ 2.75%
$50.39 - $50.66 $11.5M - $11.6M
8.55M $433M
JPM
Jpmorgan Chase & CO

Financial Services
47.9K
+ 27.98%
$225.19 - $279.95 $10.8M - $13.4M
219K $53.8M
GOOGL
Alphabet Inc.

Communication Services
138K
+ 55.2%
$154.33 - $206.19 $21.2M - $28.4M
387K $59.8M
LLY
Eli Lilly & CO

Healthcare
11.5K
+ 26.29%
$725.72 - $929.72 $8.35M - $10.7M
55.3K $45.7M
ORCC
Owl Rock Capital Corp

Financial Services
857K
+ 311.33%
N/A
1.13M $15.2M
ABT
Abbott Laboratories

Healthcare
64.5K
+ 56.93%
$111.1 - $140.22 $7.17M - $9.04M
178K $23.6M
VT
Vanguard Total World Stk Index

ETFs
89.5K
+ 593.94%
$115.08 - $123.97 $10.3M - $11.1M
105K $12.1M
UBER
Uber Technologies, Inc

Technology
131K
+ 363.59%
$63.17 - $81.49 $8.28M - $10.7M
167K $12.2M
XOM
Exxon Mobil Corp

Energy
67.8K
+ 42.57%
$105.44 - $118.93 $7.15M - $8.07M
227K $27M
BRK-A
Berkshire Hathaway Inc

Financial Services
8
+ 30.77%
$663000.0 - $801950.0 $5.3M - $6.42M
34 $27.1M
GLD
Spdr Gold Trust

ETFs
24.3K
+ 47.77%
$243.19 - $288.14 $5.9M - $6.99M
75.1K $21.6M
PG
Procter & Gamble CO

Consumer Defensive
51.1K
+ 23.58%
$158.56 - $176.26 $8.1M - $9M
268K $45.6M
KO
Coca Cola CO

Consumer Defensive
58.7K
+ 11.39%
$60.81 - $72.32 $3.57M - $4.24M
574K $41.1M
MKC
Mccormick & CO Inc

Consumer Defensive
107K
+ 1890.34%
$71.24 - $84.73 $7.6M - $9.04M
112K $9.24M
DHR
Danaher Corp

Healthcare
44.1K
+ 344.77%
$201.62 - $250.59 $8.9M - $11.1M
56.9K $11.7M
MCD
Mcdonalds Corp

Consumer Cyclical
22.5K
+ 35.74%
$279.74 - $321.29 $6.29M - $7.23M
85.5K $26.7M
T
At&T Inc.

Communication Services
87.6K
+ 9.09%
$21.56 - $28.28 $1.89M - $2.48M
1.05M $29.7M
UNH
Unitedhealth Group Inc

Healthcare
12.8K
+ 24.61%
$461.52 - $548.18 $5.9M - $7.01M
64.8K $33.9M
IAU
Ishares Gold Trust

ETFs
116K
+ 145.14%
$49.74 - $58.96 $5.77M - $6.84M
196K $11.6M
ABBV
Abb Vie Inc.

Healthcare
18.8K
+ 17.46%
$169.2 - $216.66 $3.19M - $4.08M
127K $26.6M
META
Meta Platforms, Inc.

Communication Services
14.2K
+ 23.47%
$576.36 - $736.67 $8.17M - $10.4M
74.5K $43M
CVX
Chevron Corp

Energy
22.9K
+ 14.92%
$146.71 - $167.97 $3.36M - $3.85M
176K $29.5M
ISRG
Intuitive Surgical Inc

Healthcare
15.2K
+ 153.44%
$476.63 - $610.45 $7.25M - $9.28M
25.1K $12.4M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
71.9K
+ 96.15%
$95.85 - $99.25 $6.89M - $7.13M
147K $14.5M
TMO
Thermo Fisher Scientific Inc.

Healthcare
15.1K
+ 116.17%
$497.6 - $606.74 $7.53M - $9.18M
28.2K $14M
IVV
Ishares Core S&P 500 ETF

ETFs
21.2K
+ 11.79%
$554.06 - $615.85 $11.8M - $13.1M
201K $113M
KKR
Kkr & Co. Inc.

Financial Services
64.2K
+ 551.37%
$108.17 - $167.07 $6.94M - $10.7M
75.8K $8.76M
ACWI
Ishares Msci Acwi ETF

ETFs
59.4K
+ 282.98%
$115.16 - $124.13 $6.84M - $7.37M
80.4K $9.36M
TDG
Trans Digm Group Inc

Industrials
4.87K
+ 666.48%
$1251.32 - $1394.11 $6.1M - $6.79M
5.6K $7.75M
PM
Philip Morris International Inc.

Consumer Defensive
26.3K
+ 40.16%
$117.15 - $158.79 $3.09M - $4.18M
92K $14.6M
COST
Costco Wholesale Corp

Consumer Defensive
6.34K
+ 30.92%
$890.62 - $1076.86 $5.64M - $6.82M
26.8K $25.4M
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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