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
AAL
American Airlines Group Inc.

Industrials
122
+ 0.8%
N/A
15.3K $168K
Liberty Media Corp Del
7.72K
+ 34.4%
N/A
30.1K $0
Alterity Therapeutics LTD
5.6K
+ 17.56%
N/A
37.5K $0
Brookfield Asset Managmt LTD
3.32K
+ 70.75%
N/A
8K $0
ILCG
Ishares Morningstar Growth ETF
115
+ 1.42%
N/A
8.2K $0
Viper Energy Inc
484
+ 8.17%
N/A
6.41K $0
Fortress Biotech Inc
6.5K
+ 6.08%
N/A
113K $0
Jacobs Solutions Inc
2.88K
+ 104.05%
N/A
5.64K $0
Sab Biotherapeutics Inc
25.8K
+ 10.87%
N/A
263K $0
Ab Active Etfs Inc
259
+ 1.04%
N/A
25.3K $0
ENSG
Ensign Group, Inc

Healthcare
52
+ 2.62%
$125.4 - $148.86 $6.52K - $7.74K
2.03K $263K
Liberty Media Corp Del
179
+ 4.89%
N/A
3.84K $0
Liberty Media Corp Del
4K
+ 44.87%
N/A
12.9K $0
TAFI
Ab Active Etfs Inc Tax Aware S
250
+ 0.9%
N/A
27.9K $0
Linde PLC
5.95K
+ 47.37%
N/A
18.5K $0
PDEC
Innovator U.S. Equity Power Bu
496
+ 0.42%
N/A
119K $0
Lam Research Corp
9.72K
+ 9.39%
N/A
113K $0
Palatin Technologies Inc
1.2K
+ 1.09%
N/A
112K $0
Celularity Inc
663
+ 1.65%
N/A
40.8K $0
Labcorp Holdings Inc
592
+ 25.73%
N/A
2.89K $0
Checkpoint Therapeutics Inc
27K
+ 17.58%
N/A
181K $0
Ge Healthcare Technologies I
4.32K
+ 51.59%
N/A
12.7K $0
Grayscale Ethereum Trust ETF
9.97K
+ 103.69%
N/A
19.6K $0
Atlassian Corporation
6.35K
+ 422.64%
N/A
7.85K $0
CRH.L
Crh PLC

Basic Materials
3.9K
+ 3.63%
N/A
111K $0
Kenvue Inc
11.1K
+ 61.32%
N/A
29.2K $0
Gsk PLC
2.33K
+ 24.91%
N/A
11.7K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
128K
+ 808.77%
N/A
144K $0
Te Connectivity PLC
368
+ 2.86%
N/A
13.2K $0
Corpay Inc
283
+ 22.46%
N/A
1.54K $0
DDOG
Datadog, Inc.

Technology
1.06K
+ 43.74%
$98.68 - $151.89 $105K - $161K
3.49K $346K
Arista Networks Inc
4.82K
+ 18.19%
N/A
31.3K $0
Smurfit Westrock PLC
168
+ 1.27%
N/A
13.4K $0
Blackrock Inc
1.79K
+ 27.85%
N/A
8.2K $0
Ge Vernova Inc
5.52K
+ 92.81%
N/A
11.5K $0
Veralto Corp
42K
+ 1127.12%
N/A
45.7K $0
NAMS
Newamsterdam Pharma CO Nv Shs
2.52K
+ 28.86%
N/A
11.2K $0
Ishares Bitcoin Trust ETF
17.8K
+ 70.38%
N/A
43K $0
Natwest Group PLC
6.41K
+ 35.67%
N/A
24.4K $0
Kayne Anderson Bdc Inc
76.3K
+ 79.27%
N/A
172K $0
FPE
First Tr Pfd Secs & Income ETF

ETFs
117
+ 0.44%
$17.53 - $17.87 $2.05K - $2.09K
26.9K $472K
TOL
Toll Brothers, Inc.

Consumer Cyclical
363
+ 18.85%
$103.02 - $140.69 $37.4K - $51.1K
2.29K $241K
KEY
Keycorp

Financial Services
2.62K
+ 6.9%
$15.15 - $18.3 $39.7K - $47.9K
40.6K $648K
USFD
Us Foods Holding Corp.

Consumer Defensive
268
+ 2.7%
$63.38 - $72.02 $17K - $19.3K
10.2K $666K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
197
+ 7.89%
$80.73 - $94.96 $15.9K - $18.7K
2.69K $223K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
102
+ 5.68%
$119.87 - $145.05 $12.2K - $14.8K
1.9K $237K
SABSW
Sab Biotherapeutics Inc Wt Exp

Healthcare
10K
+ 20.0%
$0.02 - $0.15 $200 - $1.5K
60K $1K
COIN
Coinbase Global, Inc.

Technology
663
+ 43.05%
$172.23 - $301.3 $114K - $200K
2.2K $379K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
103
+ 1.99%
$196.12 - $229.48 $20.2K - $23.6K
5.27K $1.06M
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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