Hb Wealth Management, LLC Incresed Positions in Q3 2024

Hb Wealth Management, LLC

  • $9.29 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
116K
+ 1.5%
$255.18 - $283.2 $29.5M - $32.7M
7.83M $2.22B
HD
Home Depot, Inc.

Consumer Cyclical
1.8K
+ 0.26%
$333.64 - $405.2 $599K - $728K
684K $277M
AAPL
Apple Inc.

Technology
56.4K
+ 5.05%
$207.23 - $234.82 $11.7M - $13.2M
1.17M $273M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
183K
+ 3.48%
$58.03 - $65.37 $10.6M - $12M
5.45M $353M
TSLA
Tesla, Inc.

Consumer Cyclical
19.5K
+ 4.84%
$191.76 - $263.26 $3.74M - $5.14M
423K $111M
SPYG
Spdr Portfolio

ETFs
169K
+ 3.84%
$73.38 - $84.1 $12.4M - $14.2M
4.58M $380M
VIG
Vanguard Dividend Appreciation

ETFs
128K
+ 2.75%
$182.15 - $182.15 $23.4M - $23.4M
4.79M $872M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
196K
+ 6.55%
$100.09 - $100.69 $19.6M - $19.7M
3.19M $321M
NVDA
Nvidia Corp

Technology
148K
+ 21.41%
$98.91 - $134.91 $14.7M - $20M
841K $102M
SPY
Spdr S&P 500 ETF Trust

ETFs
10.9K
+ 3.41%
$517.38 - $573.86 $5.64M - $6.26M
331K $190M
IVV
Ishares Core S&P 500 ETF

ETFs
6.79K
+ 3.94%
$520.18 - $576.82 $3.53M - $3.92M
179K $103M
ACN
Accenture PLC

Technology
6.52K
+ 5.61%
$295.44 - $355.81 $1.93M - $2.32M
123K $43.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
60.7K
+ 75.42%
$105.53 - $118.34 $6.41M - $7.18M
141K $16.5M
META
Meta Platforms, Inc.

Communication Services
7.47K
+ 14.99%
$453.41 - $572.44 $3.38M - $4.27M
57.3K $32.8M
DFAU
Dimensional ETF Tr

ETFs
120K
+ 9.34%
$35.8 - $39.69 $4.3M - $4.76M
1.4M $55.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.18K
+ 2.84%
$475.2 - $527.7 $1.99M - $2.2M
151K $79.9M
ORCL
Oracle Corp

Technology
4.66K
+ 2.64%
$125.9 - $170.35 $587K - $795K
181K $30.8M
AVGO
Broadcom Inc.

Technology
113K
+ 1141.51%
$136.27 - $1745.86 $15.5M - $198M
123K $21.3M
KO
Coca Cola CO

Consumer Defensive
12.9K
+ 2.62%
$62.69 - $73.01 $806K - $938K
503K $36.1M
WMT
Walmart Inc.

Consumer Defensive
4.82K
+ 1.42%
$66.91 - $81.4 $323K - $393K
345K $27.9M
JNJ
Johnson & Johnson

Healthcare
10.7K
+ 5.56%
$145.48 - $167.38 $1.56M - $1.8M
204K $33.1M
UNH
Unitedhealth Group Inc

Healthcare
1.39K
+ 2.8%
$488.01 - $604.18 $677K - $838K
51K $29.8M
LOW
Lowes Companies Inc

Consumer Cyclical
5.94K
+ 12.89%
$213.3 - $270.78 $1.27M - $1.61M
52K $14.1M
IWD
Ishares Russell 1000 Val ETF

ETFs
7.01K
+ 4.46%
$173.36 - $189.8 $1.21M - $1.33M
164K $31.1M
HDV
Ishares Core High Dividend ETF

ETFs
21.9K
+ 16.86%
$107.62 - $118.76 $2.35M - $2.6M
152K $17.8M
RTX
Raytheon Technologies Corp

Industrials
298
+ 0.21%
$99.55 - $123.34 $29.7K - $36.8K
142K $17.2M
MCD
Mcdonalds Corp

Consumer Cyclical
101
+ 0.17%
$245.82 - $304.51 $24.8K - $30.8K
59.2K $18M
ABBV
Abb Vie Inc.

Healthcare
2.12K
+ 2.26%
$163.84 - $199.33 $347K - $422K
95.9K $18.9M
CSCO
Cisco Systems, Inc.

Technology
20.5K
+ 6.93%
$44.74 - $53.22 $917K - $1.09M
316K $16.8M
NEE
Nextera Energy Inc

Utilities
7.1K
+ 4.49%
$69.9 - $84.97 $496K - $603K
165K $14M
ODFL
Old Dominion Freight Line, Inc.

Industrials
13.1K
+ 255.18%
$178.41 - $210.18 $2.34M - $2.76M
18.3K $3.63M
MLM
Martin Marietta Materials Inc

Basic Materials
5.02K
+ 212.44%
$502.48 - $593.35 $2.52M - $2.98M
7.38K $3.97M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 4.0%
$610460.0 - $715910.0 $610K - $716K
26 $18M
AXP
American Express CO

Financial Services
1.42K
+ 2.52%
$225.92 - $271.17 $320K - $384K
57.6K $15.6M
AMZN
Amazon Com Inc

Consumer Cyclical
26.4K
+ 7.48%
$161.02 - $200.0 $4.26M - $5.29M
380K $70.8M
PG
Procter & Gamble CO

Consumer Defensive
4.35K
+ 2.12%
$160.76 - $177.82 $699K - $774K
210K $36.3M
NSC
Norfolk Southern Corp

Industrials
7.36K
+ 50.5%
$213.75 - $259.69 $1.57M - $1.91M
21.9K $5.44M
SO
Southern CO

Utilities
2.34K
+ 1.4%
$77.0 - $90.52 $180K - $212K
169K $15.2M
IWF
Ishares Russell 1000 Gr ETF

ETFs
3.99K
+ 6.8%
$332.02 - $382.76 $1.32M - $1.53M
62.7K $23.5M
PM
Philip Morris International Inc.

Consumer Defensive
9.9K
+ 22.57%
$101.25 - $127.45 $1M - $1.26M
53.8K $6.53M
JPM
Jpmorgan Chase & CO

Financial Services
2.69K
+ 1.68%
$194.9 - $224.8 $524K - $604K
163K $34.3M
ABT
Abbott Laboratories

Healthcare
8.38K
+ 9.24%
$100.07 - $118.13 $839K - $990K
99K $11.3M
SHW
Sherwin Williams CO

Basic Materials
252
+ 1.19%
$294.65 - $384.0 $74.3K - $96.8K
21.4K $8.15M
MA
Mastercard Inc

Financial Services
1.71K
+ 9.52%
$429.6 - $500.99 $735K - $857K
19.7K $9.72M
CRM
Salesforce, Inc.

Technology
5.41K
+ 29.0%
$238.42 - $276.53 $1.29M - $1.49M
24K $6.58M
USB
Us Bancorp \De\

Financial Services
15.7K
+ 9.3%
$39.04 - $47.23 $613K - $741K
185K $8.44M
V
Visa Inc.

Financial Services
2.06K
+ 2.26%
$253.74 - $291.56 $523K - $601K
93.2K $25.6M
LMT
Lockheed Martin Corp

Industrials
542
+ 4.75%
$460.3 - $584.56 $249K - $317K
12K $6.99M
AFL
Aflac Inc

Financial Services
2.04K
+ 3.22%
$88.52 - $111.8 $180K - $228K
65.2K $7.29M
Activity Summary
Buys All Purchases 637 New Holdings 90 Increased Positions 547 Sells All Sells 231 Reductions 231 Sold out 0 Options Calls 11 Puts 1
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