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
HAL
Halliburton CO

Energy
1.87K
+ 13.98%
$24.15 - $29.9 $45.1K - $55.8K
15.2K $385K
MUB
Ishares National Muni Bond ETF

ETFs
271
+ 6.03%
$104.71 - $107.69 $28.4K - $29.2K
4.77K $502K
PAVE
Global X Fds Us Infrastructure

ETFs
932
+ 18.55%
$37.31 - $43.82 $34.8K - $40.8K
5.96K $224K
IRT
Independence Realty Trust, Inc.

Real Estate
188
+ 1.54%
$18.23 - $21.8 $3.43K - $4.1K
12.4K $263K
WIT
Wipro LTD

Technology
12.3K
+ 34.65%
$3.0 - $3.77 $37K - $46.5K
47.9K $146K
AINV
Apollo Investment Corp

Financial Services
1.91K
+ 18.17%
N/A
12.4K $138K
NLOK
Norton Life Lock Inc.

Technology
966
+ 4.28%
N/A
23.6K $506K
ENVX
Enovix Corp

Industrials
10.7K
+ 64.27%
$7.21 - $14.33 $77K - $153K
27.3K $200K
EMB
Ishares Tr

ETFs
177
+ 7.14%
$88.64 - $92.03 $15.7K - $16.3K
2.66K $240K
SCCO
Southern Copper Corp

Basic Materials
142
+ 6.35%
$85.92 - $101.48 $12.2K - $14.4K
2.38K $222K
BWA
Borgwarner Inc

Consumer Cyclical
1.95K
+ 16.64%
$27.78 - $32.9 $54.1K - $64.1K
13.6K $390K
HTGC
Hercules Capital, Inc.

Financial Services
1.41K
+ 13.24%
$18.01 - $22.0 $25.4K - $31.1K
12.1K $232K
GOSS
Gossamer Bio, Inc.

Healthcare
9K
+ 23.87%
$0.85 - $1.53 $7.65K - $13.8K
46.7K $51K
NWSA
News Corp

Communication Services
716
+ 9.45%
$26.29 - $30.49 $18.8K - $21.8K
8.29K $225K
AGNC
Agnc Investment Corp.

Real Estate
1.3K
+ 9.24%
$9.12 - $10.54 $11.8K - $13.7K
15.3K $146K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
247
+ 6.22%
N/A
4.22K $273K
TXT
Textron Inc

Industrials
501
+ 10.5%
$70.19 - $81.2 $35.2K - $40.7K
5.27K $381K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
193
+ 2.02%
$25.21 - $26.38 $4.87K - $5.09K
9.75K $257K
GNL
Global Net Lease, Inc.

Real Estate
827
+ 7.48%
$6.91 - $8.26 $5.71K - $6.83K
11.9K $95K
TRU
Trans Union

Industrials
794
+ 15.16%
$80.45 - $100.25 $63.9K - $79.6K
6.03K $500K
AOA
Ishares Tr Core Aggressive All

ETFs
195
+ 5.3%
$75.7 - $80.01 $14.8K - $15.6K
3.87K $296K
FLO
Flowers Foods Inc

Consumer Defensive
1.85K
+ 15.62%
$18.05 - $20.78 $33.4K - $38.5K
13.7K $260K
FLEX
Flex Ltd.

Technology
1.34K
+ 23.47%
$32.92 - $44.46 $44.2K - $59.7K
7.07K $233K
PKI
Perkinelmer Inc

Healthcare
114
+ 4.79%
N/A
2.49K $301K
IR
Ingersoll Rand Inc.

Industrials
1.2K
+ 15.03%
$79.44 - $94.23 $95.6K - $113K
9.21K $737K
ONTO
Onto Innovation Inc.

Technology
596
+ 45.74%
$121.34 - $224.5 $72.3K - $134K
1.9K $230K
LADR
Ladder Capital Corp

Real Estate
693
+ 4.07%
$10.81 - $11.87 $7.49K - $8.23K
17.7K $202K
SNX
Td Synnex Corp

Technology
418
+ 17.55%
$103.96 - $144.69 $43.5K - $60.5K
2.8K $291K
IT
Gartner Inc

Technology
256
+ 17.46%
$418.25 - $548.38 $107K - $140K
1.72K $722K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
367
+ 9.59%
$64.88 - $72.1 $23.8K - $26.5K
4.19K $275K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
244
+ 0.74%
$18.18 - $18.58 $4.44K - $4.53K
33.1K $613K
MASI
Masimo Corp

Healthcare
56
+ 4.61%
$163.55 - $190.63 $9.16K - $10.7K
1.27K $211K
SYF
Synchrony Financial

Financial Services
1.62K
+ 25.52%
$51.9 - $70.63 $83.9K - $114K
7.95K $421K
ASX
Ase Technology Holding Co., Ltd.

Technology
2.74K
+ 26.2%
$8.76 - $11.36 $24K - $31.1K
13.2K $115K
AGO
Assured Guaranty LTD

Financial Services
157
+ 5.8%
$82.9 - $95.47 $13K - $15K
2.86K $252K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
153
+ 0.54%
$20.05 - $20.4 $3.07K - $3.12K
28.6K $581K
LVS
Las Vegas Sands Corp

Consumer Cyclical
2K
+ 37.1%
$38.18 - $50.93 $76.4K - $102K
7.4K $285K
IRM
Iron Mountain Inc

Real Estate
1.83K
+ 23.22%
$82.79 - $111.31 $152K - $204K
9.72K $836K
SSP
E.W. Scripps CO

Communication Services
1
+ 0.01%
$1.41 - $3.36 $1.41 - $3.36
10.5K $30K
KIM
Kimco Realty Corp

Real Estate
1.25K
+ 13.56%
$20.15 - $23.42 $25.1K - $29.2K
10.4K $221K
KFY
Korn Ferry

Industrials
63
+ 1.94%
$62.52 - $71.6 $3.94K - $4.51K
3.3K $224K
HSIC
Henry Schein Inc

Healthcare
226
+ 1.49%
$68.49 - $81.91 $15.5K - $18.5K
15.4K $1.06M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
114
+ 0.56%
$24.07 - $24.5 $2.74K - $2.79K
20.4K $493K
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
77
+ 0.27%
N/A
28.4K $1.58M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
44
+ 0.57%
$106.46 - $114.75 $4.68K - $5.05K
7.74K $853K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
180
+ 2.14%
$31.75 - $36.0 $5.72K - $6.48K
8.61K $290K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
201
+ 14.49%
$186.55 - $250.04 $37.5K - $50.3K
1.59K $320K
CNHI
Cnh Industrial N.V.

Industrials
267
+ 1.37%
N/A
19.8K $206K
COLD
Americold Realty Trust

Real Estate
7
+ 0.05%
$20.74 - $23.05 $145 - $161
13.5K $288K
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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