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
RMD
Resmed Inc

Healthcare
301
+ 9.79%
$219.7 - $257.65 $66.1K - $77.6K
3.38K $755K
WAT
Waters Corp

Healthcare
151
+ 15.66%
$362.16 - $417.28 $54.7K - $63K
1.12K $410K
SUI
Sun Communities Inc

Real Estate
178
+ 3.43%
$120.53 - $136.43 $21.5K - $24.3K
5.36K $689K
OGN
Organon & Co.

Healthcare
3.58K
+ 19.74%
$14.29 - $16.41 $51.1K - $58.7K
21.7K $322K
RS
Reliance Steel & Aluminum CO

Basic Materials
95
+ 7.86%
$266.61 - $302.66 $25.3K - $28.8K
1.3K $376K
FANG
Diamondback Energy, Inc.

Energy
420
+ 10.41%
$139.9 - $180.18 $58.8K - $75.7K
4.46K $712K
WTRG
Essential Utilities, Inc.

Utilities
384
+ 3.52%
$33.49 - $40.57 $12.9K - $15.6K
11.3K $446K
NOK
Nokia Corp

Technology
7.36K
+ 57.97%
$4.43 - $5.42 $32.6K - $39.9K
20K $105K
KMX
Carmax Inc

Consumer Cyclical
918
+ 15.65%
$69.25 - $89.19 $63.6K - $81.9K
6.79K $528K
MTZ
Mastec Inc

Industrials
695
+ 40.81%
$108.66 - $160.79 $75.5K - $112K
2.4K $279K
LII
Lennox International Inc

Industrials
154
+ 19.13%
$553.05 - $666.93 $85.2K - $103K
959 $537K
STX
Seagate Technology Holdings PLC

Technology
617
+ 17.62%
$84.92 - $108.42 $52.4K - $66.9K
4.12K $349K
ONB
Old National Bancorp

Financial Services
2.46K
+ 24.35%
$20.11 - $24.45 $49.5K - $60.2K
12.6K $266K
OC
Owens Corning

Industrials
629
+ 39.31%
$137.83 - $191.19 $86.7K - $120K
2.23K $318K
IYH
Ishares Tr

ETFs
541
+ 11.55%
$58.32 - $62.76 $31.6K - $34K
5.23K $318K
NVR
Nvr Inc

Consumer Cyclical
13
+ 25.0%
$7062.02 - $8382.63 $91.8K - $109K
65 $470K
SON
Sonoco Products CO

Consumer Cyclical
1.19K
+ 16.53%
$44.71 - $49.22 $53.2K - $58.6K
8.39K $396K
SSRM
Ssr Mining Inc.

Basic Materials
15
+ 0.1%
$7.06 - $11.21 $106 - $168
14.4K $144K
SWK
Stanley Black & Decker, Inc.

Industrials
799
+ 15.82%
$76.43 - $90.41 $61.1K - $72.2K
5.85K $449K
EQIX
Equinix Inc

Real Estate
316
+ 18.87%
$803.0 - $959.97 $254K - $303K
1.99K $1.62M
OGE
Oge Energy Corp.

Utilities
361
+ 6.54%
$39.76 - $46.32 $14.4K - $16.7K
5.88K $270K
UAL
United Airlines Holdings, Inc.

Industrials
2.14K
+ 56.44%
$69.05 - $110.52 $148K - $237K
5.94K $409K
FE
Firstenergy Corp

Utilities
839
+ 8.8%
$37.95 - $43.5 $31.8K - $36.5K
10.4K $419K
UGI
Ugi Corp

Utilities
91
+ 1.2%
$28.0 - $34.16 $2.55K - $3.11K
7.7K $254K
GWW
W.W. Grainger, Inc.

Industrials
123
+ 9.84%
$953.54 - $1132.42 $117K - $139K
1.37K $1.36M
K
Kellogg CO

Consumer Defensive
345
+ 5.12%
$81.06 - $82.9 $28K - $28.6K
7.09K $584K
PRI
Primerica, Inc.

Financial Services
38
+ 1.85%
$271.41 - $296.43 $10.3K - $11.3K
2.09K $594K
INTF
Ishares Tr

ETFs
609
+ 7.65%
$28.43 - $31.96 $17.3K - $19.5K
8.57K $264K
CHK
Chesapeake Energy Corp

Energy
414
+ 14.56%
N/A
3.26K $279K
SAIC
Science Applications International Corp

Technology
239
+ 1.37%
$95.77 - $119.82 $22.9K - $28.6K
17.7K $1.99M
VCR
Vanguard Consumer Discretionar

ETFs
667
+ 18.27%
$318.51 - $391.75 $212K - $261K
4.32K $1.41M
EWBC
East West Bancorp Inc

Financial Services
569
+ 21.26%
$84.35 - $103.91 $48K - $59.1K
3.25K $291K
IBKR
Interactive Brokers Group, Inc.

Financial Services
339
+ 18.02%
$161.03 - $235.53 $54.6K - $79.8K
2.22K $367K
CBSH
Commerce Bancshares Inc

Financial Services
575
+ 17.39%
$58.85 - $68.59 $33.8K - $39.4K
3.88K $241K
MSCI
Msci Inc.

Financial Services
145
+ 10.53%
$541.46 - $628.34 $78.5K - $91.1K
1.52K $860K
POOL
Pool Corp

Industrials
184
+ 16.03%
$314.92 - $364.31 $57.9K - $67K
1.33K $424K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
556
+ 8.45%
$44.72 - $46.25 $24.9K - $25.7K
7.13K $328K
AES
Aes Corp

Utilities
3K
+ 19.6%
$9.93 - $13.23 $29.8K - $39.7K
18.3K $227K
BNL
Broadstone Net Lease, Inc.

Real Estate
417
+ 2.12%
$15.2 - $17.25 $6.34K - $7.19K
20.1K $342K
USRT
Ishares Core U.S. Reit ETF

ETFs
451
+ 5.19%
$55.14 - $60.29 $24.9K - $27.2K
9.14K $526K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
672
+ 21.22%
$87.72 - $111.91 $58.9K - $75.2K
3.84K $347K
EQH
Equitable Holdings, Inc.

Financial Services
111
+ 2.47%
$47.64 - $55.68 $5.29K - $6.18K
4.6K $239K
IGF
Ishares Global Infrastructure

ETFs
17
+ 0.16%
$51.96 - $54.84 $883 - $932
10.9K $596K
HQY
Healthequity, Inc.

Healthcare
531
+ 19.54%
$84.32 - $114.51 $44.8K - $60.8K
3.25K $287K
ALLY
Ally Financial Inc.

Financial Services
657
+ 10.41%
$32.99 - $40.09 $21.7K - $26.3K
6.97K $254K
KRP
Kimbell Royalty Partners, LP

Energy
5K
+ 25.0%
$13.35 - $16.45 $66.8K - $82.3K
25K $350K
IYR
Ishares Tr

ETFs
11
+ 0.12%
$89.49 - $98.98 $984 - $1.09K
9.18K $879K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
1.39K
+ 8.77%
$25.93 - $29.28 $36K - $40.7K
17.2K $467K
NRZ
New Residential Investment Corp.

Real Estate
3.21K
+ 21.35%
N/A
18.2K $132K
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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