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
PRU
Prudential Financial Inc

Financial Services
13.8K
+ 115.02%
$105.04 - $122.33 $1.44M - $1.68M
25.7K $2.87M
CI
Cigna Corp

Healthcare
2.78K
+ 27.87%
$274.49 - $329.0 $763K - $914K
12.8K $4.19M
BKNG
Booking Holdings Inc.

Consumer Cyclical
380
+ 43.48%
$4295.4 - $5141.88 $1.63M - $1.95M
1.25K $5.78M
SHEL
Shell PLC

Energy
14.1K
+ 41.31%
$62.84 - $73.29 $886K - $1.03M
48.2K $3.53M
TRV
Travelers Companies, Inc.

Financial Services
4.05K
+ 29.82%
$232.43 - $265.13 $940K - $1.07M
17.6K $4.66M
BDX
Becton Dickinson & CO

Healthcare
5.8K
+ 26.77%
$222.79 - $249.08 $1.29M - $1.44M
27.4K $6.29M
GILD
Gilead Sciences, Inc.

Healthcare
7.55K
+ 28.58%
$89.14 - $117.41 $673K - $886K
34K $3.8M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
59.3K
+ 116.92%
$22.25 - $23.0 $1.32M - $1.36M
110K $2.53M
MCK
Mckesson Corp

Healthcare
872
+ 11.57%
$566.21 - $672.99 $494K - $587K
8.41K $5.66M
BMY
Bristol Myers Squibb CO

Healthcare
16.5K
+ 22.44%
$53.9 - $63.11 $889K - $1.04M
90K $5.49M
AZN
Astrazeneca PLC

Healthcare
14.4K
+ 44.73%
$65.37 - $77.96 $941K - $1.12M
46.6K $3.42M
IEFA
Ishares Tr

ETFs
8.33K
+ 6.63%
$69.57 - $78.65 $579K - $655K
134K $10.1M
AZO
Autozone Inc

Consumer Cyclical
137
+ 10.74%
$3193.96 - $3828.11 $438K - $524K
1.41K $5.39M
EPD
Enterprise Products Partners L.P.

Energy
28.4K
+ 24.79%
$31.75 - $34.14 $901K - $969K
143K $4.88M
PLTR
Palantir Technologies Inc.

Technology
9.82K
+ 18.86%
$64.98 - $124.62 $638K - $1.22M
61.9K $5.22M
NXPI
Nxp Semiconductors N.V.

Technology
7.06K
+ 199.72%
$189.99 - $245.86 $1.34M - $1.74M
10.6K $2.01M
PLD
Prologis, Inc.

Real Estate
10.6K
+ 77.86%
$103.59 - $124.04 $1.09M - $1.31M
24.1K $2.69M
FCNCA
First Citizens Bancshares Inc

Financial Services
704
+ 353.77%
$1728.36 - $2231.14 $1.22M - $1.57M
903 $1.67M
BSX
Boston Scientific Corp

Healthcare
8.72K
+ 29.04%
$89.38 - $106.18 $780K - $926K
38.8K $3.91M
TMUS
T Mobile Us, Inc.

Communication Services
2.67K
+ 23.99%
$211.3 - $272.83 $564K - $728K
13.8K $3.68M
VBR
Vanguard Small Cap Value ETF

ETFs
9.64K
+ 19.83%
$183.02 - $207.75 $1.76M - $2M
58.2K $10.8M
DFAI
Dimensional ETF Tr

ETFs
38.1K
+ 480.98%
$28.88 - $32.4 $1.1M - $1.24M
46K $1.44M
VHT
Vanguard Health Care ETF

ETFs
4.04K
+ 35.02%
$254.06 - $273.83 $1.03M - $1.11M
15.6K $4.12M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
14.3K
+ 346.76%
$81.83 - $82.73 $1.17M - $1.18M
18.4K $1.52M
AON
Aon PLC

Financial Services
2.44K
+ 45.85%
$348.44 - $409.32 $849K - $997K
7.75K $3.09M
GGG
Graco Inc

Industrials
14.2K
+ 457.24%
$80.53 - $87.54 $1.14M - $1.24M
17.3K $1.44M
FISV
Fiserv Inc

Technology
9.33K
+ 32.42%
N/A
38.1K $4.77M
DEO
Diageo PLC

Consumer Defensive
13.6K
+ 116.53%
$104.79 - $126.12 $1.43M - $1.72M
25.3K $2.65M
STZ
Constellation Brands, Inc.

Consumer Defensive
7.42K
+ 140.94%
$161.05 - $222.93 $1.19M - $1.65M
12.7K $2.33M
AMD
Advanced Micro Devices Inc

Technology
18.1K
+ 47.07%
$96.63 - $129.55 $1.75M - $2.34M
56.4K $5.8M
STWD
Starwood Property Trust, Inc.

Real Estate
57.8K
+ 504.53%
$18.41 - $20.53 $1.07M - $1.19M
69.3K $1.37M
IXUS
Ishares Tr

ETFs
5.28K
+ 2.54%
$65.06 - $72.31 $343K - $381K
213K $14.9M
MGV
Vanguard Mega Cap Value

ETFs
6.05K
+ 6.83%
$123.61 - $133.01 $748K - $805K
94.7K $12.2M
ROP
Roper Technologies Inc

Industrials
1.52K
+ 45.99%
$502.71 - $593.81 $764K - $902K
4.82K $2.84M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
11.4K
+ 46.36%
$165.25 - $224.62 $1.89M - $2.57M
36.1K $5.99M
VGSH
Vanguard

ETFs
18.3K
+ 21.6%
$58.07 - $58.69 $1.06M - $1.08M
103K $6.06M
MAR
Marriott International Inc

Consumer Cyclical
5.72K
+ 91.44%
$237.01 - $304.45 $1.35M - $1.74M
12K $2.85M
SBUX
Starbucks Corp

Consumer Cyclical
8.5K
+ 22.32%
$91.75 - $115.81 $780K - $984K
46.6K $4.57M
SNY
Sanofi

Healthcare
17.7K
+ 114.49%
$48.15 - $59.42 $854K - $1.05M
33.2K $1.84M
COP
Conocophillips

Energy
8.14K
+ 20.8%
$88.6 - $105.85 $721K - $861K
47.2K $4.96M
BK
Bank Of New York Mellon Corp

Financial Services
11K
+ 58.64%
$75.42 - $88.95 $832K - $981K
29.8K $2.5M
PFE
Pfizer Inc

Healthcare
51K
+ 25.69%
$25.01 - $27.13 $1.27M - $1.38M
249K $6.32M
KMB
Kimberly Clark Corp

Consumer Defensive
6.27K
+ 44.8%
$124.46 - $147.4 $781K - $925K
20.3K $2.88M
PSX
Phillips 66

Energy
6.74K
+ 29.89%
$113.93 - $131.55 $768K - $886K
29.3K $3.62M
BRO
Brown & Brown, Inc.

Financial Services
7.31K
+ 118.84%
$100.54 - $124.4 $735K - $909K
13.5K $1.67M
AIG
American International Group, Inc.

Financial Services
9.29K
+ 55.53%
$70.5 - $86.94 $655K - $808K
26K $2.26M
VNQ
Vanguard Specialized Funds Van

ETFs
10.8K
+ 54.41%
$85.55 - $94.34 $928K - $1.02M
30.8K $2.79M
ASML
Asml Holding Nv

Technology
1.72K
+ 38.52%
$662.63 - $776.99 $1.14M - $1.33M
6.17K $4.09M
FNDA
Schwab Fundamental U S Small C

ETFs
37.4K
+ 358.61%
$26.87 - $30.99 $1M - $1.16M
47.8K $1.31M
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