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
SHOP
Shopify Inc.

Technology
2.57K
+ 27.75%
$78.14 - $119.49 $201K - $307K
11.8K $1.26M
MFC
Manulife Financial Corp

Financial Services
16.2K
+ 140.87%
$29.21 - $32.87 $472K - $531K
27.6K $848K
ALC
Alcon Inc

Healthcare
6.43K
+ 260.67%
$83.87 - $99.15 $539K - $637K
8.89K $755K
ACN
Accenture PLC

Technology
2.01K
+ 1.64%
$343.9 - $376.86 $693K - $759K
125K $43.9M
PGR
Progressive Corp

Financial Services
3.28K
+ 16.16%
$239.6 - $268.88 $786K - $882K
23.6K $5.65M
TRV
Travelers Companies, Inc.

Financial Services
1.73K
+ 14.6%
$225.97 - $266.66 $390K - $461K
13.6K $3.27M
PCAR
Paccar Inc

Industrials
3.05K
+ 9.34%
$97.92 - $118.41 $298K - $361K
35.7K $3.71M
MSTR
Microstrategy Inc

Technology
858
+ 45.66%
$162.69 - $473.83 $140K - $407K
2.74K $792K
BK
Bank Of New York Mellon Corp

Financial Services
5.17K
+ 37.91%
$70.82 - $81.87 $366K - $423K
18.8K $1.45M
PRU
Prudential Financial Inc

Financial Services
4.09K
+ 52.03%
$114.59 - $129.52 $469K - $530K
12K $1.42M
VV
Vanguard Large Cap ETF

ETFs
928
+ 3.08%
$260.27 - $280.65 $242K - $260K
31.1K $8.38M
MAR
Marriott International Inc

Consumer Cyclical
1K
+ 19.06%
$246.06 - $292.59 $246K - $293K
6.25K $1.74M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
178
+ 2.41%
$173.13 - $258.09 $30.8K - $45.9K
7.55K $1.74M
AVUS
American Centy ETF Tr Avantis

ETFs
3.56K
+ 7.18%
$94.36 - $102.06 $336K - $364K
53.2K $5.15M
OKE
Oneok Inc

Energy
1.57K
+ 5.35%
$92.28 - $117.05 $145K - $184K
30.9K $3.1M
TRGP
Targa Resources Corp.

Energy
1.4K
+ 23.81%
$150.58 - $207.69 $211K - $291K
7.29K $1.3M
APH
Amphenol Corp

Technology
4.59K
+ 19.48%
$62.07 - $75.35 $285K - $346K
28.1K $1.95M
HOOD
Robinhood Markets, Inc.

Technology
5.72K
+ 41.79%
$22.33 - $43.2 $128K - $247K
19.4K $723K
MSI
Motorola Solutions, Inc.

Technology
711
+ 12.56%
$449.08 - $504.6 $319K - $359K
6.37K $2.95M
SNY
Sanofi

Healthcare
9.34K
+ 151.8%
$45.89 - $57.31 $429K - $535K
15.5K $747K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1.19K
+ 20.06%
$229.83 - $258.46 $272K - $306K
7.09K $1.75M
IAU
Ishares Gold Trust

ETFs
8.11K
+ 11.29%
$48.37 - $52.65 $392K - $427K
80K $3.96M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
271
+ 14.86%
$1146.59 - $1270.6 $311K - $344K
2.1K $2.48M
SRE
Sempra Energy

Utilities
3.65K
+ 24.11%
$80.81 - $94.77 $295K - $346K
18.8K $1.65M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.42K
+ 5.8%
$129.96 - $144.97 $185K - $206K
26K $3.62M
IWR
Ishares Russell Mid Cap ETF

ETFs
4.14K
+ 11.69%
$87.25 - $95.52 $361K - $395K
39.6K $3.5M
XEL
Xcel Energy Inc

Utilities
5.21K
+ 52.87%
$62.16 - $72.92 $324K - $380K
15.1K $1.02M
ARCC
Ares Capital Corp

Financial Services
9.77K
+ 5.84%
$20.74 - $22.27 $203K - $217K
177K $3.87M
VST
Vistra Corp.

Utilities
2.27K
+ 77.59%
$115.74 - $166.61 $263K - $378K
5.2K $716K
CADL
Candel Therapeutics, Inc.

Healthcare
30.6K
+ 54.08%
$3.96 - $9.96 $121K - $305K
87.3K $757K
DLR
Digital Realty Trust, Inc.

Real Estate
1.47K
+ 21.66%
$156.46 - $195.69 $230K - $287K
8.25K $1.46M
MGC
Vanguard Mega Cap ETF

ETFs
147
+ 0.27%
$204.21 - $220.18 $30K - $32.4K
55K $11.7M
DECK
Deckers Outdoor Corp

Consumer Cyclical
355
+ 5.37%
$152.04 - $211.12 $54K - $74.9K
6.96K $1.41M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
325
+ 15.4%
$260.53 - $404.79 $84.7K - $132K
2.44K $931K
TTE
Total Energies Se

Energy
5.22K
+ 50.86%
N/A
15.5K $1.06M
CDNS
Cadence Design Systems Inc

Technology
811
+ 21.75%
$249.1 - $324.54 $202K - $263K
4.54K $1.36M
GM
General Motors CO

Consumer Cyclical
3.44K
+ 17.21%
$44.82 - $60.2 $154K - $207K
23.4K $1.25M
JCI
Johnson Controls International PLC

Industrials
4K
+ 17.29%
$74.23 - $86.6 $297K - $346K
27.1K $2.14M
HBAN
Huntington Bancshares Inc

Financial Services
18.3K
+ 60.96%
$14.18 - $18.2 $260K - $334K
48.5K $788K
SPOT
Spotify Technology S.A.

Communication Services
569
+ 49.39%
$362.95 - $502.38 $207K - $286K
1.72K $769K
MO
Altria Group, Inc.

Consumer Defensive
4.65K
+ 5.69%
$49.06 - $57.74 $228K - $269K
86.4K $4.52M
FDX
Fedex Corp

Industrials
494
+ 1.92%
$260.5 - $305.15 $129K - $151K
26.3K $7.39M
TPL
Texas Pacific Land Corp

Energy
76
+ 7.06%
$915.49 - $1730.0 $69.6K - $131K
1.15K $1.28M
PEG
Public Service Enterprise Group Inc

Utilities
4.28K
+ 53.73%
$81.87 - $94.51 $350K - $404K
12.2K $1.03M
EQT
Eqt Corp

Energy
4.05K
+ 29.57%
$35.62 - $46.89 $144K - $190K
17.7K $817K
MU
Micron Technology Inc

Technology
8.13K
+ 42.87%
$84.16 - $113.41 $684K - $922K
27.1K $2.28M
WEC
Wec Energy Group, Inc.

Utilities
3.42K
+ 83.71%
$92.94 - $101.82 $318K - $349K
7.51K $706K
AXON
Axon Enterprise, Inc.

Industrials
68
+ 4.95%
$399.22 - $689.78 $27.1K - $46.9K
1.44K $856K
DFUS
Dimensional ETF Tr U S Equity

ETFs
1.68K
+ 1.33%
$61.52 - $66.5 $104K - $112K
128K $8.19M
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
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