Hb Wealth Management, LLC Incresed Positions in Q4 2024

Hb Wealth Management, LLC

  • $9.75 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
39.8K
+ 0.51%
$280.04 - $302.45 $11.1M - $12M
7.87M $2.28B
TSLA
Tesla, Inc.

Consumer Cyclical
2.43K
+ 0.57%
$213.65 - $479.86 $518K - $1.16M
426K $172M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
838K
+ 11.21%
$50.37 - $50.6 $42.2M - $42.4M
8.32M $419M
AAPL
Apple Inc.

Technology
39.9K
+ 3.4%
$221.69 - $259.02 $8.84M - $10.3M
1.21M $304M
SPYG
Spdr Portfolio

ETFs
58.4K
+ 1.28%
$81.74 - $91.38 $4.77M - $5.33M
4.63M $407M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
288K
+ 9.04%
$100.22 - $100.73 $28.9M - $29M
3.48M $349M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
463K
+ 395.81%
$50.67 - $50.9 $23.5M - $23.6M
581K $29.4M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.88M
+ 306.87%
$18.41 - $40.87 $34.5M - $76.7M
2.49M $46M
AMZN
Amazon Com Inc

Consumer Cyclical
37.1K
+ 9.78%
$180.88 - $232.93 $6.72M - $8.65M
417K $91.5M
NVDA
Nvidia Corp

Technology
43.5K
+ 5.17%
$117.0 - $148.88 $5.09M - $6.48M
884K $119M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
303K
+ 306.26%
$39.3 - $41.34 $11.9M - $12.5M
402K $15.9M
AVGO
Broadcom Inc.

Technology
17.9K
+ 14.52%
$159.67 - $250.0 $2.86M - $4.48M
141K $32.7M
GOOGL
Alphabet Inc.

Communication Services
28.5K
+ 12.93%
$161.86 - $196.66 $4.62M - $5.61M
249K $47.2M
GOOG
Alphabet Inc.

Communication Services
20.4K
+ 10.77%
$163.08 - $198.16 $3.32M - $4.03M
209K $39.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
5.78K
+ 1.75%
$567.81 - $607.81 $3.28M - $3.51M
337K $197M
JPM
Jpmorgan Chase & CO

Financial Services
8.32K
+ 5.11%
$205.18 - $250.29 $1.71M - $2.08M
171K $41M
MSFT
Microsoft Corp

Technology
20.1K
+ 6.22%
$406.35 - $454.46 $8.15M - $9.11M
342K $144M
V
Visa Inc.

Financial Services
2.59K
+ 2.78%
$273.87 - $320.91 $709K - $831K
95.8K $30.3M
DFAU
Dimensional ETF Tr

ETFs
81.2K
+ 5.78%
$39.27 - $42.38 $3.19M - $3.44M
1.49M $60.2M
XLE
Energy Sector Spdr

ETFs
49.1K
+ 389.33%
$83.32 - $97.27 $4.09M - $4.77M
61.7K $5.28M
MGK
Vanguard Mega Cap Growth ETF

ETFs
6.85K
+ 10.31%
$316.94 - $357.88 $2.17M - $2.45M
73.3K $25.2M
WMT
Walmart Inc.

Consumer Defensive
4.59K
+ 1.33%
$79.1 - $95.7 $363K - $439K
350K $31.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.77K
+ 2.49%
$521.84 - $558.82 $1.97M - $2.11M
155K $83.6M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
142K
+ 1976.73%
$22.63 - $47.53 $3.2M - $6.73M
149K $3.38M
META
Meta Platforms, Inc.

Communication Services
3.11K
+ 5.43%
$554.08 - $632.68 $1.72M - $1.97M
60.4K $35.6M
NFLX
Netflix Inc

Communication Services
419
+ 3.16%
$687.65 - $936.56 $288K - $392K
13.7K $12.2M
VUG
Vanguard Growth ETF

ETFs
2.36K
+ 3.64%
$378.79 - $428.11 $895K - $1.01M
67.3K $27.6M
MA
Mastercard Inc

Financial Services
3.56K
+ 18.07%
$491.3 - $536.15 $1.75M - $1.91M
23.2K $12.2M
IVV
Ishares Core S&P 500 ETF

ETFs
646
+ 0.36%
$570.51 - $610.59 $369K - $394K
180K $106M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.18M
+ 296.02%
$25.93 - $105.3 $30.6M - $124M
1.58M $44M
PLTR
Palantir Technologies Inc.

Technology
11.2K
+ 27.34%
$36.46 - $82.38 $408K - $921K
52.1K $3.94M
CSCO
Cisco Systems, Inc.

Technology
8.28K
+ 2.61%
$52.45 - $60.02 $434K - $497K
325K $19.2M
CRM
Salesforce, Inc.

Technology
2.67K
+ 11.12%
$270.87 - $367.87 $724K - $984K
26.7K $8.93M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
26.4K
+ 54.47%
$96.64 - $101.23 $2.55M - $2.67M
74.7K $7.24M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
21.7K
+ 15.36%
$113.92 - $127.38 $2.47M - $2.76M
163K $18.8M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.52K
+ 2.43%
$370.24 - $418.94 $564K - $638K
64.2K $25.8M
COST
Costco Wholesale Corp

Consumer Defensive
1.59K
+ 8.41%
$873.59 - $994.69 $1.39M - $1.58M
20.5K $18.8M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
25K
+ 37.58%
$77.02 - $78.58 $1.93M - $1.97M
91.6K $7.08M
WFC
Wells Fargo & Company

Financial Services
10.7K
+ 14.67%
$54.98 - $77.35 $589K - $828K
83.7K $5.88M
MGV
Vanguard Mega Cap Value

ETFs
15.8K
+ 21.67%
$124.06 - $133.48 $1.96M - $2.11M
88.7K $11.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5.71K
+ 4.4%
$442.29 - $483.08 $2.53M - $2.76M
136K $61.4M
BAC
Bank Of America Corp

Financial Services
10.5K
+ 3.74%
$39.22 - $47.77 $411K - $501K
290K $12.8M
M
Macy'S, Inc.

Consumer Cyclical
91K
+ 724.12%
$14.56 - $18.1 $1.33M - $1.65M
104K $1.75M
AXP
American Express CO

Financial Services
211
+ 0.37%
$267.35 - $305.57 $56.4K - $64.5K
57.8K $17.1M
ABT
Abbott Laboratories

Healthcare
14.3K
+ 14.4%
$111.93 - $119.39 $1.6M - $1.7M
113K $12.8M
CVX
Chevron Corp

Energy
12.6K
+ 8.95%
$141.15 - $162.53 $1.78M - $2.05M
154K $22.2M
MAA
Mid America Apartment Communities Inc.

Real Estate
9.41K
+ 322.19%
$149.17 - $165.2 $1.4M - $1.55M
12.3K $1.91M
ADP
Automatic Data Processing Inc

Industrials
2.53K
+ 6.16%
$280.08 - $307.97 $709K - $779K
43.6K $12.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
22.1K
+ 17.92%
$61.68 - $67.87 $1.36M - $1.5M
145K $9.06M
Activity Summary
Buys All Purchases 749 New Holdings 140 Increased Positions 609 Sells All Sells 223 Reductions 223 Sold out 0 Options Calls 18 Puts 1
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