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
CG
Carlyle Group Inc.

Financial Services
657
+ 5.77%
$40.03 - $56.96 $26.3K - $37.4K
12K $524K
VOX
Vanguard Communication Service

ETFs
135
+ 1.2%
$147.73 - $169.24 $19.9K - $22.8K
11.4K $1.69M
DLR
Digital Realty Trust, Inc.

Real Estate
1.55K
+ 18.76%
$142.1 - $183.56 $220K - $284K
9.8K $1.4M
LEN
Lennar Corp

Consumer Cyclical
438
+ 8.55%
$113.93 - $141.54 $49.9K - $62K
5.56K $638K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
365
+ 4.18%
$47.25 - $67.02 $17.2K - $24.5K
9.11K $433K
EVH
Evolent Health, Inc.

Healthcare
345
+ 0.93%
$8.55 - $12.6 $2.95K - $4.35K
37.5K $355K
BBY
Best Buy CO Inc

Consumer Cyclical
149
+ 2.4%
$70.3 - $91.1 $10.5K - $13.6K
6.35K $467K
TRMK
Trustmark Corp

Financial Services
1
+ 0.0%
$32.92 - $38.83 $32.9 - $38.8
74.6K $2.57M
AXP
American Express CO

Financial Services
5.71K
+ 9.88%
$255.39 - $325.87 $1.46M - $1.86M
63.5K $17.1M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
11
+ 0.38%
$161.27 - $192.3 $1.77K - $2.12K
2.94K $474K
SOXX
Ishares Semiconductor ETF

ETFs
30
+ 1.12%
$188.17 - $235.81 $5.65K - $7.07K
2.72K $511K
ON
On Semiconductor Corp

Technology
1.66K
+ 26.58%
$40.69 - $64.51 $67.6K - $107K
7.91K $321K
AMAT
Applied Materials Inc

Technology
1.94K
+ 9.46%
$145.06 - $195.51 $281K - $378K
22.4K $3.25M
PANW
Palo Alto Networks Inc

Technology
1.72K
+ 5.14%
$167.82 - $208.28 $288K - $357K
35.1K $5.98M
TER
Teradyne, Inc

Technology
590
+ 19.14%
$82.6 - $140.0 $48.7K - $82.6K
3.67K $303K
VFC
V F Corp

Consumer Cyclical
546
+ 3.26%
$15.52 - $26.93 $8.47K - $14.7K
17.3K $268K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
149
+ 0.7%
$117.4 - $131.02 $17.5K - $19.5K
21.5K $2.57M
AVGO
Broadcom Inc.

Technology
53.8K
+ 38.07%
$167.43 - $244.7 $9M - $13.2M
195K $32.6M
WDC
Western Digital Corp

Technology
948
+ 12.83%
$40.43 - $72.03 $38.3K - $68.3K
8.34K $337K
JEF
Jefferies Financial Group Inc.

Financial Services
527
+ 9.78%
$52.22 - $81.31 $27.5K - $42.9K
5.92K $317K
SNPS
Synopsys Inc

Technology
164
+ 5.17%
$428.58 - $551.54 $70.3K - $90.5K
3.34K $1.43M
CCL
Carnival Corp

Consumer Cyclical
1.25K
+ 4.99%
$19.08 - $28.49 $23.9K - $35.7K
26.4K $515K
CIEN
Ciena Corp

Technology
900
+ 12.73%
$60.43 - $98.18 $54.4K - $88.4K
7.97K $481K
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.69K
+ 20.38%
$65.15 - $91.81 $241K - $339K
21.8K $1.42M
PSTG
Pure Storage, Inc.

Technology
420
+ 4.76%
$44.27 - $72.37 $18.6K - $30.4K
9.25K $409K
HPE
Hewlett Packard Enterprise CO

Technology
25.5K
+ 28.47%
$14.77 - $24.42 $377K - $623K
115K $1.78M
AYI
Acuity Brands Inc

Industrials
29
+ 0.58%
$257.8 - $337.07 $7.48K - $9.78K
5.04K $1.33M
PKG
Packaging Corp Of America

Consumer Cyclical
567
+ 6.07%
$192.03 - $242.13 $109K - $137K
9.91K $1.96M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
299
+ 1.8%
$121.0 - $142.28 $36.2K - $42.5K
16.9K $2.11M
ILMN
Illumina, Inc.

Healthcare
421
+ 11.67%
$79.34 - $144.22 $33.4K - $60.7K
4.03K $319K
AFRM
Affirm Holdings, Inc.

Technology
252
+ 2.25%
$43.7 - $80.98 $11K - $20.4K
11.5K $518K
VOT
Vanguard Mid Cap Growth Index

ETFs
157
+ 0.7%
$237.72 - $276.98 $37.3K - $43.5K
22.6K $5.53M
UPS
United Parcel Service Inc

Industrials
3.97K
+ 10.15%
$109.66 - $136.26 $435K - $541K
43.1K $4.74M
CADL
Candel Therapeutics, Inc.

Healthcare
7K
+ 8.02%
$5.65 - $12.21 $39.6K - $85.5K
94.3K $532K
USB
Us Bancorp \De\

Financial Services
20.2K
+ 10.41%
$40.92 - $50.9 $827K - $1.03M
214K $9.05M
U
Unity Software Inc.

Technology
3.78K
+ 3.5%
$19.44 - $28.34 $73.4K - $107K
112K $2.19M
HPQ
Hp Inc

Technology
2.41K
+ 3.9%
$27.69 - $34.72 $66.6K - $83.5K
64K $1.77M
PRG
Prog Holdings, Inc.

Industrials
195
+ 1.21%
$25.94 - $43.82 $5.06K - $8.54K
16.4K $435K
FDX
Fedex Corp

Industrials
3.01K
+ 11.45%
$230.33 - $281.53 $693K - $847K
29.3K $7.14M
AGYS
Agilysys Inc

Technology
634
+ 11.78%
$71.45 - $134.56 $45.3K - $85.3K
6.02K $436K
IWM
Ishares Russell 2000 ETF

ETFs
2.89K
+ 7.15%
$198.1 - $229.79 $572K - $664K
43.3K $8.64M
GLDD
Great Lakes Dredge & Dock Corp

Industrials
281
+ 0.21%
$7.67 - $12.44 $2.16K - $3.5K
134K $1.16M
GPN
Global Payments Inc

Industrials
1.61K
+ 4.53%
$92.18 - $113.03 $148K - $181K
37.1K $3.63M
VUG
Vanguard Growth ETF

ETFs
6.23K
+ 9.24%
$369.1 - $427.61 $2.3M - $2.66M
73.6K $27.3M
SQ
Block, Inc.

Technology
528
+ 3.63%
$54.04 - $92.95 $28.5K - $49.1K
15.1K $863K
TTD
Trade Desk, Inc.

Technology
3.31K
+ 36.64%
$53.59 - $126.58 $177K - $419K
12.4K $675K
DFUS
Dimensional ETF Tr U S Equity

ETFs
88
+ 0.07%
$59.61 - $66.71 $5.25K - $5.87K
128K $7.77M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
2.24K
+ 0.67%
$25.58 - $29.24 $57.3K - $65.5K
335K $8.77M
M
Macy'S, Inc.

Consumer Cyclical
55
+ 0.05%
$12.56 - $16.82 $691 - $925
104K $1.3M
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
Track This Portfolio

Track Hb Wealth Management, LLC Portfolio

Follow Hb Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hb Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email