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
ING
Ing Groep Nv

Financial Services
3.98K
+ 35.3%
$15.51 - $20.74 $61.8K - $82.6K
15.3K $299K
CEG
Constellation Energy Corp

Utilities
1.34K
+ 21.21%
$201.63 - $347.44 $270K - $465K
7.64K $1.54M
WBS
Webster Financial Corp

Financial Services
2.75K
+ 48.11%
$47.55 - $61.41 $131K - $169K
8.47K $436K
LYG
Lloyds Banking Group PLC

Financial Services
20.2K
+ 52.39%
$2.58 - $3.9 $52K - $78.6K
58.6K $224K
ES
Eversource Energy

Utilities
1.08K
+ 9.52%
$55.63 - $63.8 $60K - $68.8K
12.4K $771K
DKNG
Draft Kings Inc.

Consumer Cyclical
4.32K
+ 73.19%
$33.21 - $53.49 $144K - $231K
10.2K $339K
CINF
Cincinnati Financial Corp

Financial Services
733
+ 27.98%
$133.67 - $147.81 $98K - $108K
3.35K $495K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
331
+ 12.55%
$132.75 - $177.12 $43.9K - $58.6K
2.97K $453K
WPM
Wheaton Precious Metals Corp.

Basic Materials
229
+ 4.89%
$55.75 - $77.63 $12.8K - $17.8K
4.91K $381K
L
Loews Corp

Financial Services
586
+ 6.63%
$81.13 - $91.91 $47.5K - $53.9K
9.43K $866K
PHM
Pultegroup Inc

Consumer Cyclical
1.31K
+ 42.56%
$101.09 - $118.51 $132K - $155K
4.38K $450K
DNP
Dnp Select Income Fund Inc

Financial Services
5.82K
+ 10.71%
$8.93 - $9.92 $52K - $57.8K
60.2K $595K
PSA
Public Storage

Real Estate
388
+ 13.99%
$288.99 - $313.98 $112K - $122K
3.16K $946K
CHD
Church & Dwight CO Inc

Consumer Defensive
763
+ 12.81%
$101.42 - $113.2 $77.4K - $86.4K
6.72K $739K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
1.78K
+ 53.62%
$77.67 - $90.15 $138K - $160K
5.09K $398K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
2.63K
+ 24.05%
$48.02 - $53.02 $126K - $139K
13.5K $670K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
1.13K
+ 43.84%
$96.18 - $109.82 $108K - $124K
3.7K $378K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.71K
+ 27.91%
$48.65 - $53.06 $83.4K - $90.9K
7.86K $408K
SJM
J M Smucker CO

Consumer Defensive
662
+ 16.5%
$100.41 - $118.41 $66.5K - $78.4K
4.67K $553K
HSY
Hershey CO

Consumer Defensive
606
+ 16.9%
$144.74 - $186.36 $87.7K - $113K
4.19K $716K
NKE
Nike, Inc.

Consumer Cyclical
9.78K
+ 23.24%
$63.29 - $81.72 $619K - $799K
51.9K $3.29M
RPM
Rpm International Inc

Basic Materials
1.18K
+ 31.36%
$114.03 - $128.31 $134K - $151K
4.92K $569K
PFG
Principal Financial Group Inc

Financial Services
919
+ 21.99%
$76.34 - $89.04 $70.2K - $81.8K
5.1K $430K
EQR
Equity Residential

Real Estate
1.5K
+ 51.86%
$66.98 - $75.02 $101K - $113K
4.4K $315K
SF
Stifel Financial Corp

Financial Services
1.41K
+ 61.11%
$91.62 - $117.6 $130K - $166K
3.73K $351K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
5.89K
+ 47.29%
$14.13 - $16.72 $83.2K - $98.4K
18.3K $283K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
1.15K
+ 8.93%
$74.87 - $79.99 $86.1K - $92K
14K $1.08M
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.25K
+ 6.12%
$36.91 - $41.03 $46K - $51.2K
21.6K $857K
LYB
Lyondell Basell Industries N.V.

Basic Materials
1.89K
+ 22.31%
$69.82 - $78.67 $132K - $149K
10.4K $730K
VONV
Vanguard Russell 1000 Value Et

ETFs
768
+ 2.59%
$80.21 - $86.14 $61.6K - $66.2K
30.4K $2.51M
LMT
Lockheed Martin Corp

Industrials
1.33K
+ 10.58%
$423.19 - $506.29 $561K - $671K
13.9K $6.19M
LNC
Lincoln National Corp

Financial Services
179
+ 0.81%
$30.06 - $39.23 $5.38K - $7.02K
22.3K $801K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
1.66K
+ 34.21%
$43.6 - $49.84 $72.3K - $82.7K
6.51K $308K
DTE
Dte Energy CO

Utilities
228
+ 6.17%
$117.6 - $138.27 $26.8K - $31.5K
3.92K $542K
TSN
Tyson Foods, Inc.

Consumer Defensive
719
+ 9.39%
$54.27 - $63.81 $39K - $45.9K
8.38K $534K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
439
+ 0.55%
$20.96 - $23.51 $9.2K - $10.3K
79.6K $1.78M
FCX
Freeport Mcmoran Inc

Basic Materials
2.68K
+ 9.8%
$34.5 - $43.01 $92.3K - $115K
30K $1.14M
TTC
Toro CO

Industrials
1.65K
+ 46.68%
$71.86 - $87.28 $119K - $144K
5.19K $377K
APP
App Lovin Corp

Technology
879
+ 36.93%
$238.08 - $510.13 $209K - $448K
3.26K $863K
MPW
Medical Properties Trust Inc

Real Estate
2.58K
+ 7.14%
$3.83 - $6.21 $9.86K - $16K
38.7K $233K
IFF
International Flavors & Fragrances Inc

Basic Materials
1.71K
+ 27.46%
$76.48 - $87.72 $131K - $150K
7.94K $616K
AIQ
Global X Funds Global X Artifi

ETFs
3.31K
+ 24.67%
$36.38 - $42.77 $120K - $142K
16.7K $608K
SCI
Service Corp International

Consumer Cyclical
1.07K
+ 18.22%
$75.99 - $84.16 $81.5K - $90.3K
6.96K $558K
EGP
Eastgroup Properties Inc

Real Estate
381
+ 29.02%
$155.63 - $187.46 $59.3K - $71.4K
1.69K $298K
BIIB
Biogen Inc.

Healthcare
820
+ 51.6%
$133.43 - $153.27 $109K - $126K
2.41K $329K
DTM
Dt Midstream, Inc.

Energy
987
+ 32.81%
$86.95 - $113.75 $85.8K - $112K
4K $385K
XLY
Select Sector Spdr Consumer Di

ETFs
1.88K
+ 17.7%
$192.6 - $233.2 $362K - $439K
12.5K $2.47M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.34K
+ 9.31%
$53.6 - $58.97 $125K - $138K
27.4K $1.5M
EVR
Evercore Inc.

Financial Services
728
+ 92.39%
$190.28 - $291.27 $139K - $212K
1.52K $302K
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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