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
PLD
Prologis, Inc.

Real Estate
967
+ 7.68%
$101.4 - $126.96 $98.1K - $123K
13.6K $1.43M
SCHA
Schwab Strategic Tr Us Small C

ETFs
146K
+ 95.15%
$25.33 - $51.16 $3.69M - $7.45M
299K $7.72M
SCHR
Schwab Intermediate Term Us Tr

ETFs
1.94K
+ 23.27%
$24.19 - $50.58 $46.9K - $98K
10.3K $249K
KLAC
Kla Corp

Technology
645
+ 15.56%
$614.46 - $829.55 $396K - $535K
4.79K $3.02M
DUK
Duke Energy Corp

Utilities
2.78K
+ 4.22%
$105.76 - $120.76 $294K - $336K
68.7K $7.4M
NEM
Newmont Corp

Basic Materials
673
+ 4.88%
$37.0 - $58.68 $24.9K - $39.5K
14.5K $538K
IDXX
Idexx Laboratories Inc

Healthcare
11
+ 0.49%
$406.92 - $495.42 $4.48K - $5.45K
2.24K $925K
CVS
Cvs Health Corp

Healthcare
2.26K
+ 12.73%
$43.78 - $67.46 $99K - $153K
20K $899K
GE
General Electric CO

Industrials
1.3K
+ 6.38%
$159.95 - $194.23 $208K - $252K
21.7K $3.61M
FCX
Freeport Mcmoran Inc

Basic Materials
1.9K
+ 7.46%
$38.08 - $50.82 $72.2K - $96.4K
27.3K $1.04M
LEN
Lennar Corp

Consumer Cyclical
99
+ 1.97%
$136.2 - $188.96 $13.5K - $18.7K
5.12K $698K
HDV
Ishares Core High Dividend ETF

ETFs
5.04K
+ 3.33%
$110.82 - $121.28 $559K - $612K
157K $17.6M
EEM
Ishares Msci Emerging Markets

ETFs
20
+ 0.03%
$41.82 - $47.36 $836 - $947
64.5K $2.7M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
4.28M
+ 192.51%
$22.01 - $66.82 $94.2M - $286M
6.51M $148M
ADM
Archer Daniels Midland CO

Consumer Defensive
768
+ 2.22%
$49.38 - $59.52 $37.9K - $45.7K
35.4K $1.79M
TMDX
Trans Medics Group, Inc.

Healthcare
2.69K
+ 49.25%
$59.28 - $144.9 $159K - $390K
8.15K $508K
CARR
Carrier Global Corp

Industrials
371
+ 1.17%
$66.69 - $82.65 $24.7K - $30.7K
32K $2.18M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
392
+ 4.68%
$396.64 - $516.74 $155K - $203K
8.77K $3.53M
GIS
General Mills Inc

Consumer Defensive
961
+ 2.21%
$62.78 - $74.62 $60.3K - $71.7K
44.5K $2.84M
SAIC
Science Applications International Corp

Technology
679
+ 4.03%
$110.11 - $154.1 $74.8K - $105K
17.5K $1.96M
NUE
Nucor Corp

Basic Materials
616
+ 4.12%
$115.78 - $167.74 $71.3K - $103K
15.6K $1.82M
MDT
Medtronic PLC

Healthcare
4.05K
+ 5.35%
$79.61 - $92.24 $323K - $374K
79.8K $6.38M
NVO
Novo Nordisk A S

Healthcare
875
+ 5.39%
$85.0 - $120.04 $74.4K - $105K
17.1K $1.47M
INTC
Intel Corp

Technology
466
+ 0.33%
$19.07 - $26.23 $8.89K - $12.2K
142K $2.84M
DHI
Horton D R Inc

Consumer Cyclical
280
+ 2.76%
$137.24 - $194.56 $38.4K - $54.5K
10.4K $1.46M
AFL
Aflac Inc

Financial Services
522
+ 0.8%
$100.37 - $115.27 $52.4K - $60.2K
65.7K $6.8M
ADBE
Adobe Inc.

Technology
677
+ 6.17%
$437.39 - $552.96 $296K - $374K
11.6K $5.18M
UNP
Union Pacific Corp

Industrials
1.29K
+ 2.95%
$223.15 - $249.32 $288K - $322K
45K $10.3M
AMAT
Applied Materials Inc

Technology
1.48K
+ 7.8%
$161.44 - $213.89 $239K - $317K
20.5K $3.33M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.36K
+ 0.83%
$183.23 - $199.79 $249K - $272K
165K $30.6M
RTX
Raytheon Technologies Corp

Industrials
2.16K
+ 1.52%
$114.45 - $127.21 $247K - $274K
144K $16.6M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
161
+ 8.18%
$701.85 - $1046.91 $113K - $169K
2.13K $1.52M
CAT
Caterpillar Inc

Industrials
1.29K
+ 3.54%
$360.37 - $416.88 $466K - $539K
37.8K $13.7M
MDLZ
Mondelez International, Inc.

Consumer Defensive
7.09K
+ 9.61%
$59.25 - $72.99 $420K - $517K
80.8K $4.83M
EVH
Evolent Health, Inc.

Healthcare
35
+ 0.09%
$10.71 - $27.14 $375 - $950
37.2K $418K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.07K
+ 1.46%
$148.29 - $166.93 $158K - $178K
74.3K $11.1M
CMCSA
Comcast Corp

Communication Services
12K
+ 4.41%
$37.39 - $45.14 $447K - $540K
283K $10.6M
SO
Southern CO

Utilities
5.99K
+ 3.55%
$81.5 - $94.15 $488K - $564K
175K $14.4M
SHW
Sherwin Williams CO

Basic Materials
153
+ 0.72%
$338.75 - $399.71 $51.8K - $61.2K
21.5K $7.32M
CL
Colgate Palmolive CO

Consumer Defensive
798
+ 1.12%
$90.22 - $102.31 $72K - $81.6K
71.8K $6.52M
LMT
Lockheed Martin Corp

Industrials
573
+ 4.79%
$479.66 - $614.62 $275K - $352K
12.5K $6.09M
LOW
Lowes Companies Inc

Consumer Cyclical
1.11K
+ 2.13%
$244.52 - $284.07 $271K - $314K
53.1K $13.1M
GD
General Dynamics Corp

Industrials
943
+ 2.97%
$260.28 - $314.03 $245K - $296K
32.6K $8.6M
TMO
Thermo Fisher Scientific Inc.

Healthcare
256
+ 2.0%
$501.29 - $612.85 $128K - $157K
13K $6.78M
SCHV
Schwab Strategic Tr Us Large C

ETFs
47.6K
+ 107.59%
$25.79 - $80.4 $1.23M - $3.83M
91.9K $2.39M
AMT
American Tower Corp

Real Estate
1.3K
+ 4.17%
$179.4 - $232.01 $234K - $303K
32.6K $5.98M
IXUS
Ishares Tr

ETFs
375
+ 0.18%
$65.95 - $72.56 $24.7K - $27.2K
208K $13.8M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
956K
+ 198.92%
$26.93 - $84.95 $25.8M - $81.3M
1.44M $39.3M
MRK
Merck & Co., Inc.

Healthcare
6.41K
+ 4.33%
$96.31 - $114.76 $617K - $735K
154K $15.3M
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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