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
PCAR
Paccar Inc

Industrials
12.7K
+ 35.57%
$96.91 - $112.51 $1.23M - $1.43M
48.3K $4.71M
ADI
Analog Devices Inc

Technology
5.52K
+ 50.74%
$201.56 - $243.82 $1.11M - $1.35M
16.4K $3.31M
IVE
Ishares S&P 500 Value ETF

ETFs
5.2K
+ 11.0%
$185.78 - $198.58 $966K - $1.03M
52.5K $10M
NSC
Norfolk Southern Corp

Industrials
3.86K
+ 16.48%
$227.69 - $259.76 $878K - $1M
27.3K $6.46M
MFC
Manulife Financial Corp

Financial Services
30.4K
+ 109.91%
$28.41 - $31.82 $862K - $966K
58K $1.81M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
26.3K
+ 18.08%
$57.21 - $65.8 $1.5M - $1.73M
172K $10M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
46K
+ 86.1%
$20.64 - $20.73 $950K - $955K
99.5K $2.06M
HCA
Hca Healthcare, Inc.

Healthcare
2.19K
+ 55.8%
$296.7 - $345.55 $651K - $758K
6.12K $2.12M
ITW
Illinois Tool Works Inc

Industrials
4.18K
+ 20.7%
$244.9 - $274.48 $1.02M - $1.15M
24.4K $6.05M
NVO
Novo Nordisk A S

Healthcare
17.3K
+ 101.21%
$69.3 - $90.95 $1.2M - $1.58M
34.5K $2.39M
CMI
Cummins Inc

Industrials
3.24K
+ 109.68%
$312.92 - $386.07 $1.01M - $1.25M
6.19K $1.94M
BX
Blackstone Inc.

Financial Services
12.4K
+ 48.21%
$136.53 - $186.74 $1.69M - $2.31M
38K $5.31M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.8K
+ 12.83%
$208.48 - $244.03 $375K - $439K
15.8K $3.86M
SAP
Sap Se

Technology
2.78K
+ 45.63%
$241.4 - $293.69 $670K - $816K
8.86K $2.38M
IWF
Ishares Russell 1000 Gr ETF

ETFs
9.63K
+ 15.01%
$360.07 - $417.26 $3.47M - $4.02M
73.8K $26.7M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
16.9K
+ 23.51%
$42.5 - $46.71 $718K - $789K
88.8K $4.02M
VEA
Vanguard Ftse Developed Market

ETFs
3.14K
+ 1.37%
$47.4 - $52.99 $149K - $166K
233K $11.8M
CDW
Cdw Corp

Technology
5.52K
+ 184.48%
$160.26 - $206.13 $884K - $1.14M
8.51K $1.36M
CAT
Caterpillar Inc

Industrials
6.31K
+ 16.69%
$326.75 - $407.63 $2.06M - $2.57M
44.1K $14.5M
COF
Capital One Financial Corp

Financial Services
4.54K
+ 46.13%
$163.87 - $209.82 $743K - $952K
14.4K $2.58M
BRP
Brp Group, Inc.

Financial Services
20.5K
+ 32.18%
N/A
84.2K $3.37M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
12.9K
+ 91.92%
$62.72 - $71.92 $808K - $927K
26.9K $1.69M
ETR
Entergy Corp

Utilities
8.14K
+ 72.65%
$75.26 - $87.89 $612K - $715K
19.3K $1.65M
SCHW
Schwab Charles Corp

Financial Services
7.39K
+ 16.22%
$71.24 - $83.64 $526K - $618K
52.9K $4.14M
FVD
First Tr Value Line Divid Inde

ETFs
17.1K
+ 262.47%
$42.61 - $45.51 $730K - $779K
23.7K $1.05M
MET
Metlife Inc

Financial Services
9.74K
+ 47.71%
$77.7 - $87.0 $757K - $848K
30.2K $2.42M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
4.29K
+ 111.82%
$80.53 - $147.57 $345K - $632K
8.12K $1.07M
TRGP
Targa Resources Corp.

Energy
2.92K
+ 40.04%
$178.44 - $217.22 $521K - $634K
10.2K $2.05M
FTV
Fortive Corp

Technology
10.2K
+ 212.4%
$71.82 - $82.98 $736K - $850K
15.1K $1.1M
TTWO
Take Two Interactive Software Inc

Communication Services
3.13K
+ 88.59%
$178.61 - $217.95 $559K - $682K
6.66K $1.38M
FSLR
First Solar, Inc.

Technology
6.23K
+ 512.76%
$126.34 - $197.73 $787K - $1.23M
7.45K $941K
WELL
Welltower Inc.

Real Estate
3.1K
+ 33.73%
$124.05 - $156.86 $385K - $486K
12.3K $1.88M
EXC
Exelon Corp

Utilities
11.2K
+ 46.1%
$37.3 - $46.08 $418K - $517K
35.5K $1.64M
AMP
Ameriprise Financial Inc

Financial Services
1.77K
+ 62.29%
$472.29 - $575.13 $834K - $1.02M
4.6K $2.23M
MLM
Martin Marietta Materials Inc

Basic Materials
2.09K
+ 27.78%
$460.39 - $552.64 $963K - $1.16M
9.62K $4.6M
EQT
Eqt Corp

Energy
10.8K
+ 60.69%
$46.16 - $54.25 $497K - $584K
28.5K $1.52M
KMI
Kinder Morgan, Inc.

Energy
21.9K
+ 31.22%
$26.1 - $31.22 $571K - $683K
91.9K $2.62M
CAH
Cardinal Health Inc

Healthcare
4.14K
+ 65.68%
$118.02 - $137.77 $488K - $570K
10.4K $1.44M
XLI
Industrial Sector Spdr

ETFs
5.36K
+ 30.75%
$128.78 - $141.67 $690K - $759K
22.8K $2.98M
BKR
Baker Hughes CO

Energy
13.8K
+ 51.31%
$41.16 - $48.85 $570K - $676K
40.8K $1.79M
PNC
Pnc Financial Services Group, Inc.

Financial Services
8.08K
+ 18.76%
$168.84 - $202.89 $1.36M - $1.64M
51.1K $8.99M
XLV
Select Sector Spdr Fund Health

ETFs
3.53K
+ 17.76%
$137.61 - $149.68 $486K - $529K
23.4K $3.42M
IDXX
Idexx Laboratories Inc

Healthcare
1.59K
+ 70.79%
$406.29 - $469.04 $644K - $743K
3.82K $1.61M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
6.68K
+ 42.7%
$113.22 - $126.36 $756K - $844K
22.3K $2.56M
ROST
Ross Stores, Inc.

Consumer Cyclical
6.15K
+ 104.81%
$123.3 - $154.95 $758K - $953K
12K $1.54M
CRM
Salesforce, Inc.

Technology
8.98K
+ 33.61%
$268.36 - $359.95 $2.41M - $3.23M
35.7K $9.58M
GRMN
Garmin LTD

Technology
2.71K
+ 70.95%
$204.55 - $241.93 $555K - $656K
6.53K $1.42M
TSCO
Tractor Supply CO

Consumer Cyclical
11K
+ 92.16%
$51.66 - $57.94 $568K - $637K
22.9K $1.26M
EME
Emcor Group, Inc.

Industrials
1.91K
+ 197.1%
$361.16 - $535.99 $688K - $1.02M
2.87K $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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