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
WM
Waste Management Inc

Industrials
2.75K
+ 6.41%
$201.79 - $228.46 $555K - $629K
45.7K $9.22M
ETR
Entergy Corp

Utilities
7.07K
+ 171.34%
$73.19 - $156.4 $518K - $1.11M
11.2K $849K
BSX
Boston Scientific Corp

Healthcare
1.68K
+ 5.91%
$83.62 - $91.5 $140K - $153K
30K $2.68M
ENB
Enbridge Inc

Energy
6.6K
+ 90.08%
$40.4 - $43.92 $267K - $290K
13.9K $591K
IBM
International Business Machines Corp

Technology
1.72K
+ 2.52%
$204.9 - $238.04 $352K - $409K
69.9K $15.4M
FTNT
Fortinet, Inc.

Technology
1.04K
+ 9.4%
$76.49 - $99.21 $79.6K - $103K
12.1K $1.14M
PPL
Ppl Corp

Utilities
8.92K
+ 119.64%
$31.47 - $35.0 $281K - $312K
16.4K $531K
TRMK
Trustmark Corp

Financial Services
528
+ 0.71%
$30.94 - $39.97 $16.3K - $21.1K
74.6K $2.64M
GBDC
Golub Capital Bdc, Inc.

Financial Services
17.8K
+ 7.52%
$14.69 - $15.67 $261K - $278K
254K $3.85M
PAYX
Paychex Inc

Industrials
1.56K
+ 15.87%
$135.86 - $148.73 $212K - $233K
11.4K $1.6M
QCOM
Qualcomm Inc

Technology
4.63K
+ 17.26%
$150.4 - $178.04 $696K - $824K
31.4K $4.83M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3.09K
+ 9.95%
$55.73 - $66.16 $172K - $204K
34.1K $2.06M
EXEL
Exelixis, Inc.

Healthcare
4.39K
+ 26.56%
$25.39 - $36.46 $112K - $160K
20.9K $697K
EOG
Eog Resources Inc

Energy
2.21K
+ 17.68%
$118.22 - $136.54 $262K - $302K
14.7K $1.8M
CME
Cme Group Inc.

Financial Services
850
+ 14.88%
$221.17 - $246.02 $188K - $209K
6.56K $1.52M
GDDY
Go Daddy Inc.

Technology
953
+ 53.18%
$153.16 - $209.03 $146K - $199K
2.75K $541K
GLW
Corning Inc

Technology
2.45K
+ 4.11%
$44.11 - $49.76 $108K - $122K
62.1K $2.95M
CIEN
Ciena Corp

Technology
1.49K
+ 26.72%
$61.45 - $91.14 $91.6K - $136K
7.07K $599K
IWM
Ishares Russell 2000 ETF

ETFs
1.13K
+ 2.87%
$216.13 - $242.4 $244K - $273K
40.4K $8.93M
AIG
American International Group, Inc.

Financial Services
3.49K
+ 26.36%
$70.0 - $79.22 $244K - $276K
16.7K $1.22M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.42K
+ 8.49%
$77.25 - $91.3 $110K - $129K
18.1K $1.55M
ABBV
Abb Vie Inc.

Healthcare
12K
+ 12.55%
$164.99 - $203.87 $1.99M - $2.45M
108K $19.2M
USFD
Us Foods Holding Corp.

Consumer Defensive
2.92K
+ 41.69%
$60.65 - $72.33 $177K - $211K
9.91K $668K
RGA
Reinsurance Group Of America Inc

Financial Services
1.16K
+ 54.58%
$201.26 - $231.95 $233K - $268K
3.27K $699K
MCD
Mcdonalds Corp

Consumer Cyclical
3.8K
+ 6.42%
$288.47 - $316.54 $1.09M - $1.2M
63K $18.2M
INTU
Intuit Inc

Technology
299
+ 4.78%
$602.01 - $706.25 $180K - $211K
6.55K $4.12M
VDE
Vanguard Energy ETF

ETFs
2K
+ 24.46%
$116.67 - $136.78 $234K - $274K
10.2K $1.24M
EMN
Eastman Chemical CO

Basic Materials
3.06K
+ 133.7%
$90.03 - $110.64 $276K - $339K
5.35K $488K
AFRM
Affirm Holdings, Inc.

Technology
98
+ 0.88%
$38.48 - $72.86 $3.77K - $7.14K
11.2K $683K
OXY
Occidental Petroleum Corp

Energy
5.29K
+ 30.45%
$45.36 - $55.91 $240K - $296K
22.7K $1.12M
TTWO
Take Two Interactive Software Inc

Communication Services
737
+ 26.38%
$147.66 - $190.46 $109K - $140K
3.53K $649K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.95K
+ 16.6%
$88.59 - $94.57 $261K - $279K
20.7K $1.84M
CG
Carlyle Group Inc.

Financial Services
3.09K
+ 37.24%
$43.2 - $54.81 $133K - $169K
11.4K $574K
ORCC
Owl Rock Capital Corp

Financial Services
15.8K
+ 6.1%
N/A
275K $3.68M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
863
+ 27.72%
$198.04 - $221.51 $171K - $191K
3.98K $836K
UNM
Unum Group

Financial Services
2.15K
+ 56.74%
$58.88 - $77.07 $126K - $165K
5.93K $432K
TMUS
T Mobile Us, Inc.

Communication Services
209
+ 1.91%
$206.1 - $246.94 $43.1K - $51.6K
11.1K $2.46M
FNF
Fidelity National Financial, Inc.

Financial Services
5.07K
+ 36.96%
$55.19 - $63.83 $280K - $324K
18.8K $1.05M
PSTG
Pure Storage, Inc.

Technology
2.02K
+ 29.69%
$48.19 - $66.6 $97.4K - $135K
8.83K $542K
O
Realty Income Corp

Real Estate
5.7K
+ 54.91%
$51.76 - $64.71 $295K - $369K
16.1K $858K
EXC
Exelon Corp

Utilities
6.67K
+ 37.8%
$36.22 - $40.97 $242K - $273K
24.3K $915K
LPLA
Lpl Financial Holdings Inc.

Financial Services
331
+ 34.02%
$229.85 - $335.91 $76.1K - $111K
1.3K $425K
LII
Lennox International Inc

Industrials
323
+ 67.01%
$589.36 - $678.43 $190K - $219K
805 $490K
BR
Broadridge Financial Solutions, Inc.

Technology
771
+ 35.27%
$209.64 - $236.44 $162K - $182K
2.96K $668K
DFS
Discover Financial Services

Financial Services
143
+ 2.73%
$136.3 - $182.67 $19.5K - $26.1K
5.39K $932K
DRI
Darden Restaurants Inc

Consumer Cyclical
563
+ 13.77%
$155.96 - $188.66 $87.8K - $106K
4.65K $868K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.36K
+ 6.82%
$121.89 - $135.52 $166K - $184K
21.3K $2.66M
MMM
3 M CO

Industrials
2.73K
+ 13.17%
$124.74 - $137.12 $341K - $375K
23.5K $3.03M
UBS
Ubs Group Ag

Financial Services
6.58K
+ 98.86%
$29.78 - $33.08 $196K - $218K
13.2K $401K
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
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