Hb Wealth Management, LLC Incresed Positions in Q3 2024

Hb Wealth Management, LLC

  • $9.29 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
467
+ 3.84%
$210.25 - $231.86 $98.2K - $108K
12.6K $2.82M
FTNT
Fortinet, Inc.

Technology
973
+ 9.63%
$55.39 - $77.55 $53.9K - $75.5K
11.1K $858K
BAX
Baxter International Inc

Healthcare
4.39K
+ 24.17%
$32.85 - $40.26 $144K - $177K
22.6K $857K
PAYX
Paychex Inc

Industrials
784
+ 8.64%
$116.17 - $135.19 $91.1K - $106K
9.85K $1.32M
XLY
Select Sector Spdr Consumer Di

ETFs
280
+ 2.64%
$170.05 - $200.86 $47.6K - $56.2K
10.9K $2.18M
ON
On Semiconductor Corp

Technology
3.12K
+ 64.04%
$66.39 - $78.74 $207K - $246K
7.99K $579K
TYL
Tyler Technologies Inc

Technology
285
+ 30.03%
$499.52 - $595.46 $142K - $170K
1.23K $720K
FICO
Fair Isaac Corp

Technology
50
+ 15.77%
$1496.51 - $1947.38 $74.8K - $97.4K
367 $713K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
364
+ 0.68%
$41.9 - $48.26 $15.3K - $17.6K
53.7K $2.57M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
11.8K
+ 65.13%
$18.12 - $18.92 $214K - $224K
30K $564K
INTU
Intuit Inc

Technology
699
+ 12.59%
$602.97 - $670.49 $421K - $469K
6.25K $3.88M
BLDR
Builders First Source, Inc.

Industrials
304
+ 9.83%
$132.6 - $201.83 $40.3K - $61.4K
3.4K $658K
RMD
Resmed Inc

Healthcare
317
+ 11.61%
$186.94 - $252.92 $59.3K - $80.2K
3.05K $744K
GOOGL
Alphabet Inc.

Communication Services
21K
+ 10.5%
$148.65 - $191.18 $3.12M - $4.01M
221K $36.6M
BDX
Becton Dickinson & CO

Healthcare
284
+ 1.38%
$221.47 - $242.41 $62.9K - $68.8K
20.8K $5.02M
RNR
Renaissancere Holdings LTD

Financial Services
68
+ 1.64%
$211.47 - $272.21 $14.4K - $18.5K
4.2K $1.14M
MCO
Moodys Corp

Financial Services
140
+ 4.96%
$421.49 - $494.67 $59K - $69.3K
2.96K $1.41M
WMB
Williams Companies, Inc.

Energy
2.36K
+ 6.75%
$41.24 - $46.22 $97.2K - $109K
37.2K $1.7M
CWB
Spdr Bloomberg Convertible Sec

ETFs
2.39K
+ 31.75%
$71.19 - $76.59 $170K - $183K
9.9K $758K
BXP
Boston Properties Inc

Real Estate
1.69K
+ 40.24%
$60.3 - $82.49 $102K - $140K
5.9K $474K
JD
Jd.Com, Inc.

Consumer Cyclical
3.67K
+ 78.82%
$24.95 - $40.01 $91.4K - $147K
8.32K $332K
BK
Bank Of New York Mellon Corp

Financial Services
795
+ 6.19%
$59.54 - $72.17 $47.3K - $57.4K
13.6K $980K
CMI
Cummins Inc

Industrials
239
+ 8.45%
$266.63 - $326.4 $63.7K - $78K
3.07K $992K
ED
Consolidated Edison Inc

Utilities
965
+ 13.08%
$88.42 - $104.97 $85.3K - $101K
8.34K $868K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
475
+ 6.89%
$138.85 - $182.81 $66K - $86.8K
7.37K $1.31M
VONV
Vanguard Russell 1000 Value Et

ETFs
101
+ 0.34%
$76.07 - $83.33 $7.68K - $8.42K
29.6K $2.47M
VT
Vanguard Total World Stk Index

ETFs
874
+ 6.14%
$107.72 - $119.96 $94.1K - $105K
15.1K $1.81M
AJG
Arthur J. Gallagher & Co.

Financial Services
515
+ 18.51%
$259.22 - $299.75 $133K - $154K
3.3K $927K
SWK
Stanley Black & Decker, Inc.

Industrials
603
+ 13.21%
$77.75 - $110.17 $46.9K - $66.4K
5.17K $569K
ADSK
Autodesk, Inc.

Technology
857
+ 19.59%
$245.83 - $245.83 $211K - $211K
5.23K $1.29M
PEG
Public Service Enterprise Group Inc

Utilities
1.07K
+ 15.45%
$73.58 - $89.21 $78.4K - $95K
7.96K $710K
IT
Gartner Inc

Technology
255
+ 21.07%
$441.32 - $516.47 $113K - $132K
1.47K $742K
MSCI
Msci Inc.

Financial Services
138
+ 12.0%
$479.31 - $584.91 $66.1K - $80.7K
1.29K $750K
DD
Du Pont De Nemours, Inc.

Basic Materials
1.17K
+ 11.42%
$77.22 - $89.49 $90.6K - $105K
11.4K $1.02M
COF
Capital One Financial Corp

Financial Services
562
+ 5.85%
$131.42 - $153.05 $73.9K - $86K
10.2K $1.52M
PWR
Quanta Services, Inc.

Industrials
190
+ 6.13%
$239.58 - $298.23 $45.5K - $56.7K
3.29K $980K
TRGP
Targa Resources Corp.

Energy
594
+ 11.22%
$127.86 - $156.46 $75.9K - $92.9K
5.89K $871K
KMB
Kimberly Clark Corp

Consumer Defensive
982
+ 8.11%
$135.05 - $148.35 $133K - $146K
13.1K $1.86M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
688
+ 4.03%
$83.76 - $91.82 $57.6K - $63.2K
17.8K $1.62M
CGDV
Capital Group Divid Value ETF

ETFs
4.51K
+ 67.73%
$32.96 - $36.48 $149K - $165K
11.2K $407K
AXON
Axon Enterprise, Inc.

Industrials
143
+ 11.63%
$286.16 - $399.6 $40.9K - $57.1K
1.37K $548K
HII
Huntington Ingalls Industries, Inc.

Industrials
629
+ 54.65%
$241.93 - $282.86 $152K - $178K
1.78K $470K
SOFI
So Fi Technologies, Inc.

Financial Services
23.2K
+ 1059.99%
$6.32 - $8.19 $147K - $190K
25.4K $199K
KMI
Kinder Morgan, Inc.

Energy
3.47K
+ 7.08%
$19.72 - $22.22 $68.3K - $77K
52.4K $1.16M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
643
+ 18.74%
$72.18 - $107.33 $46.4K - $69K
4.08K $432K
NEM
Newmont Corp

Basic Materials
483
+ 3.63%
$41.65 - $55.85 $20.1K - $27K
13.8K $737K
CME
Cme Group Inc.

Financial Services
218
+ 3.97%
$193.43 - $220.62 $42.2K - $48.1K
5.71K $1.26M
ZBRA
Zebra Technologies Corp

Technology
343
+ 39.98%
$306.21 - $371.02 $105K - $127K
1.2K $444K
KHC
Kraft Heinz CO

Consumer Defensive
3.97K
+ 30.52%
$31.86 - $36.13 $127K - $144K
17K $596K
Activity Summary
Buys All Purchases 637 New Holdings 90 Increased Positions 547 Sells All Sells 231 Reductions 231 Sold out 0 Options Calls 11 Puts 1
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