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
EXPE
Expedia Group, Inc.

Consumer Cyclical
725
+ 34.69%
$157.11 - $206.52 $114K - $150K
2.82K $473K
MFG
Mizuho Financial Group Inc

Financial Services
12.5K
+ 58.28%
$4.83 - $6.04 $60.4K - $75.5K
33.9K $187K
FNDF
Schwab Fundamental Intl Large

ETFs
1.72K
+ 25.05%
$32.9 - $37.45 $56.6K - $64.5K
8.59K $310K
LOW
Lowes Companies Inc

Consumer Cyclical
3.44K
+ 6.47%
$222.66 - $268.42 $765K - $922K
56.5K $13.2M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
422
+ 9.01%
$46.15 - $63.53 $19.5K - $26.8K
5.11K $314K
CGGO
Capital Group Global Growth Eq

ETFs
3K
+ 42.55%
$28.33 - $30.84 $85K - $92.5K
10.1K $284K
WEN
Wendy'S CO

Consumer Cyclical
6.56K
+ 63.26%
$14.17 - $16.17 $92.9K - $106K
16.9K $247K
EYE
National Vision Holdings, Inc.

Consumer Cyclical
200
+ 0.62%
$10.52 - $13.61 $2.1K - $2.72K
32.3K $412K
SPG
Simon Property Group Inc

Real Estate
679
+ 11.6%
$159.48 - $187.78 $108K - $128K
6.53K $1.08M
G
Genpact LTD

Technology
14
+ 0.14%
$42.88 - $55.54 $600 - $778
10.2K $515K
NDAQ
Nasdaq, Inc.

Financial Services
1.18K
+ 12.95%
$72.17 - $83.76 $85.2K - $98.9K
10.3K $781K
AVB
Avalonbay Communities Inc

Real Estate
380
+ 26.65%
$207.86 - $228.08 $79K - $86.7K
1.81K $387K
FHN
First Horizon Corp

Financial Services
5.12K
+ 14.55%
$17.7 - $22.43 $90.6K - $115K
40.3K $782K
CTRA
Coterra Energy Inc.

Energy
1.38K
+ 14.36%
$25.51 - $29.83 $35.1K - $41K
11K $316K
CSB
Victory Portf Ii Shs Us Small

ETFs
1.43K
+ 26.85%
$55.62 - $62.03 $79.5K - $88.6K
6.75K $387K
MTD
Mettler Toledo International Inc

Healthcare
68
+ 32.08%
$1177.09 - $1390.0 $80K - $94.5K
280 $330K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
325
+ 46.03%
$314.47 - $431.35 $102K - $140K
1.03K $377K
MSTR
Microstrategy Inc

Technology
252
+ 9.21%
$239.27 - $396.5 $60.3K - $99.9K
2.99K $861K
APO
Apollo Global Management, Inc.

Financial Services
2.01K
+ 27.56%
$126.01 - $172.06 $253K - $346K
9.31K $1.27M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.05K
+ 5.03%
$32.74 - $36.2 $34.2K - $37.8K
21.8K $762K
CM
Canadian Imperial Bank Of Commerce

Financial Services
1.62K
+ 45.07%
$55.05 - $64.52 $89.4K - $105K
5.23K $294K
NU
Nu Holdings Ltd.

Financial Services
6.78K
+ 38.39%
$10.12 - $13.95 $68.6K - $94.6K
24.5K $250K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.51K
+ 3.15%
$56.17 - $59.71 $84.8K - $90.1K
49.5K $2.83M
DOV
Dover Corp

Industrials
922
+ 11.48%
$174.65 - $206.43 $161K - $190K
8.95K $1.57M
MAS
Masco Corp

Industrials
1.13K
+ 26.68%
$68.67 - $81.85 $77.6K - $92.5K
5.37K $373K
HUBS
Hubspot Inc

Technology
288
+ 36.88%
$571.29 - $819.71 $165K - $236K
1.07K $610K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
326
+ 8.83%
$73.71 - $87.55 $24K - $28.5K
4.02K $349K
AEE
Ameren Corp

Utilities
198
+ 5.06%
$86.87 - $103.67 $17.2K - $20.5K
4.11K $412K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
853
+ 28.13%
$92.51 - $102.81 $78.9K - $87.7K
3.89K $359K
OMC
Omnicom Group Inc.

Communication Services
956
+ 18.09%
$79.43 - $88.34 $75.9K - $84.5K
6.24K $517K
KHC
Kraft Heinz CO

Consumer Defensive
2.17K
+ 15.47%
$28.51 - $32.22 $61.9K - $69.9K
16.2K $493K
AIZ
Assurant, Inc.

Financial Services
310
+ 31.16%
$198.92 - $218.67 $61.7K - $67.8K
1.31K $273K
IWS
Ishares Russell Midcap Value E

ETFs
636
+ 11.63%
$122.59 - $135.24 $78K - $86K
6.1K $768K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1K
+ 2.94%
$25.81 - $28.52 $25.8K - $28.5K
35.1K $966K
IXN
Ishares Global Information Tec

ETFs
1.34K
+ 29.58%
$75.73 - $88.4 $101K - $118K
5.86K $443K
PAYC
Paycom Software, Inc.

Technology
201
+ 16.95%
$199.42 - $225.82 $40.1K - $45.4K
1.39K $303K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
198
+ 1.22%
$33.63 - $37.64 $6.66K - $7.45K
16.5K $609K
VXF
Vanguard Extended Market ETF

ETFs
1.02K
+ 15.69%
$170.36 - $201.04 $173K - $204K
7.49K $1.29M
XLB
Select Sector Spdr Fd Material

ETFs
596
+ 12.13%
$83.19 - $90.99 $49.6K - $54.2K
5.51K $473K
SNV
Synovus Financial Corp

Financial Services
2.6K
+ 18.62%
$43.7 - $56.87 $114K - $148K
16.6K $773K
AKAM
Akamai Technologies Inc

Technology
649
+ 20.92%
N/A
3.75K $340K
HUBB
Hubbell Inc

Industrials
385
+ 48.98%
$330.91 - $456.86 $127K - $176K
1.17K $387K
NTRS
Northern Trust Corp

Financial Services
703
+ 23.56%
$96.09 - $113.81 $67.6K - $80K
3.69K $363K
IDEV
Ishares Core Msci Intl Develop

ETFs
410
+ 5.98%
$63.77 - $71.36 $26.1K - $29.3K
7.27K $500K
QFIN
360 Digi Tech, Inc.

Financial Services
431
+ 7.18%
$36.09 - $48.12 $15.6K - $20.7K
6.43K $288K
MAIN
Main Street Capital Corp

Financial Services
1.33K
+ 13.77%
$54.71 - $63.1 $72.9K - $84K
11K $622K
WES
Western Midstream Partners, LP

Energy
977
+ 15.11%
$37.87 - $42.89 $37K - $41.9K
7.44K $304K
TM
Toyota Motor Corp

Consumer Cyclical
479
+ 29.4%
$176.53 - $195.35 $84.6K - $93.6K
2.11K $372K
EXR
Extra Space Storage Inc.

Real Estate
376
+ 13.9%
$143.8 - $161.28 $54.1K - $60.6K
3.08K $457K
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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