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
CTVA
Corteva, Inc.

Basic Materials
8.94K
+ 93.71%
$55.94 - $66.15 $500K - $591K
18.5K $1.16M
TPL
Texas Pacific Land Corp

Energy
277
+ 24.02%
$1180.08 - $1431.01 $327K - $396K
1.43K $1.89M
IGV
Ishares Expanded Tech Software

ETFs
7.67K
+ 127.55%
$88.3 - $107.83 $677K - $827K
13.7K $1.22M
CSX
Csx Corp

Industrials
27.7K
+ 38.91%
$29.11 - $33.67 $806K - $933K
98.9K $2.91M
BA
Boeing CO

Industrials
4.08K
+ 30.24%
$148.15 - $186.25 $605K - $761K
17.6K $3M
SPOT
Spotify Technology S.A.

Communication Services
784
+ 45.55%
$457.79 - $648.32 $359K - $508K
2.51K $1.38M
NVS
Novartis Ag

Healthcare
4.55K
+ 67.45%
$97.14 - $115.57 $442K - $526K
11.3K $1.26M
JCI
Johnson Controls International PLC

Industrials
7.02K
+ 25.91%
$76.12 - $90.6 $535K - $636K
34.1K $2.73M
OTIS
Otis Worldwide Corp

Industrials
4.11K
+ 25.33%
$90.77 - $104.01 $373K - $427K
20.3K $2.1M
BR
Broadridge Financial Solutions, Inc.

Technology
2.25K
+ 76.06%
$221.46 - $244.83 $498K - $551K
5.21K $1.26M
NOC
Northrop Grumman Corp

Industrials
666
+ 11.35%
$433.45 - $513.82 $289K - $342K
6.54K $3.35M
HES
Hess Corp

Energy
958
+ 5.93%
$135.42 - $160.52 $130K - $154K
17.1K $2.73M
MPC
Marathon Petroleum Corp

Energy
3K
+ 13.09%
$134.72 - $159.03 $404K - $477K
25.9K $3.77M
LDOS
Leidos Holdings, Inc.

Technology
4.51K
+ 139.43%
$126.82 - $161.11 $571K - $726K
7.74K $1.04M
CL
Colgate Palmolive CO

Consumer Defensive
4K
+ 5.57%
$85.68 - $97.5 $343K - $390K
75.8K $7.1M
CTSH
Cognizant Technology Solutions Corp

Technology
7.55K
+ 108.01%
$75.32 - $90.7 $569K - $685K
14.5K $1.11M
LHX
L3 Harris Technologies, Inc.

Industrials
2.75K
+ 38.27%
$194.65 - $222.86 $535K - $612K
9.93K $2.08M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
3.26K
+ 121.41%
$175.5 - $209.86 $571K - $683K
5.94K $1.08M
GLW
Corning Inc

Technology
14.7K
+ 23.76%
$44.91 - $54.25 $662K - $800K
76.8K $3.52M
YUM
Yum Brands Inc

Consumer Cyclical
1.9K
+ 16.78%
$123.25 - $162.53 $234K - $309K
13.2K $2.08M
SONY
Sony Group Corp

Technology
19.7K
+ 156.29%
$19.88 - $25.64 $391K - $505K
32.3K $819K
CMS
Cms Energy Corp

Utilities
4.67K
+ 20.06%
$64.99 - $75.11 $303K - $350K
27.9K $2.1M
GM
General Motors CO

Consumer Cyclical
14.7K
+ 62.74%
$45.22 - $54.92 $664K - $807K
38.1K $1.79M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.41K
+ 15.09%
$408.78 - $448.82 $575K - $631K
10.7K $4.5M
XLU
Utilities Sector Spdr

ETFs
6.58K
+ 111.64%
$74.7 - $80.27 $491K - $528K
12.5K $983K
CME
Cme Group Inc.

Financial Services
1.18K
+ 17.91%
$225.82 - $266.54 $265K - $313K
7.74K $2.05M
GPC
Genuine Parts CO

Consumer Cyclical
2.88K
+ 3.77%
$115.91 - $129.02 $333K - $371K
79.1K $9.42M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
17.2K
+ 50.42%
$47.79 - $59.89 $822K - $1.03M
51.3K $2.58M
BP
Bp PLC

Energy
13K
+ 69.27%
$29.93 - $35.31 $389K - $459K
31.8K $1.07M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
9.73K
+ 147.43%
$51.52 - $52.37 $501K - $510K
16.3K $855K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
8.86K
+ 204.03%
$54.94 - $69.15 $486K - $612K
13.2K $760K
PAYX
Paychex Inc

Industrials
2.24K
+ 19.64%
$136.06 - $154.52 $305K - $346K
13.7K $2.11M
CCI
Crown Castle International Corp

Real Estate
3.58K
+ 36.65%
$84.33 - $106.39 $302K - $380K
13.3K $1.39M
FIS
Fidelity National Information Services, Inc.

Technology
11.7K
+ 18.96%
$68.12 - $83.42 $797K - $976K
73.4K $5.48M
MNST
Monster Beverage Corp

Consumer Defensive
7.31K
+ 62.72%
$46.16 - $58.58 $337K - $428K
19K $1.11M
PEG
Public Service Enterprise Group Inc

Utilities
6.21K
+ 50.73%
$78.2 - $90.39 $485K - $561K
18.4K $1.52M
DVY
Ishares Tr

ETFs
2.37K
+ 4.38%
$128.58 - $138.1 $304K - $327K
56.3K $7.56M
ET
Energy Transfer LP

Energy
33.2K
+ 21.79%
$17.26 - $21.08 $574K - $701K
186K $3.45M
CTAS
Cintas Corp

Industrials
1.49K
+ 21.94%
$182.09 - $208.14 $272K - $311K
8.29K $1.7M
HWM
Howmet Aerospace Inc.

Industrials
2.79K
+ 57.49%
$110.79 - $139.39 $310K - $389K
7.65K $992K
EBAY
Ebay Inc

Consumer Cyclical
5.9K
+ 59.11%
$61.61 - $70.93 $364K - $419K
15.9K $1.08M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
8.61K
+ 75.17%
$47.08 - $50.67 $405K - $436K
20.1K $1.01M
TFC
Truist Financial Corp

Financial Services
17.5K
+ 14.66%
$39.48 - $48.15 $691K - $843K
137K $5.64M
ACGL
Arch Capital Group Ltd.

Financial Services
4.31K
+ 52.73%
$88.13 - $96.94 $380K - $418K
12.5K $1.2M
ED
Consolidated Edison Inc

Utilities
2.21K
+ 23.74%
$88.0 - $110.59 $195K - $245K
11.5K $1.28M
FNF
Fidelity National Financial, Inc.

Financial Services
4.15K
+ 22.1%
$54.25 - $65.27 $225K - $271K
22.9K $1.49M
ALL
Allstate Corp

Financial Services
1.54K
+ 18.86%
$180.99 - $210.18 $279K - $325K
9.73K $2.01M
ADSK
Autodesk, Inc.

Technology
1.73K
+ 34.12%
N/A
6.79K $1.67M
ROL
Rollins Inc

Consumer Cyclical
5.33K
+ 30.51%
$45.65 - $54.03 $243K - $288K
22.8K $1.23M
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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