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
OMFL
Invesco Exchange Traded Self I

ETFs
1.27K
+ 18.17%
$52.49 - $56.58 $66.9K - $72.1K
8.29K $449K
VMC
Vulcan Materials CO

Basic Materials
244
+ 11.2%
$237.95 - $292.31 $58.1K - $71.3K
2.42K $623K
SNA
Snap On Inc

Industrials
121
+ 16.4%
$285.44 - $371.35 $34.5K - $44.9K
859 $291K
FSK
Fs Kkr Capital Corp

Financial Services
1.94K
+ 11.24%
$19.71 - $22.22 $38.3K - $43.2K
19.2K $417K
MSCI
Msci Inc.

Financial Services
89
+ 6.91%
$569.09 - $635.99 $50.6K - $56.6K
1.38K $826K
VRSK
Verisk Analytics, Inc.

Industrials
191
+ 6.35%
$262.86 - $294.75 $50.2K - $56.3K
3.2K $880K
SSB
South State Corp

Financial Services
384
+ 2.43%
$94.05 - $111.93 $36.1K - $43K
16.2K $1.61M
ZION
Zions Bancorporation, National Association

Financial Services
6
+ 0.06%
$45.62 - $61.73 $274 - $370
10.4K $564K
SCI
Service Corp International

Consumer Cyclical
853
+ 16.94%
$73.36 - $88.6 $62.6K - $75.6K
5.89K $469K
STZ
Constellation Brands, Inc.

Consumer Defensive
1.03K
+ 24.28%
$219.66 - $257.62 $226K - $265K
5.26K $1.16M
PWR
Quanta Services, Inc.

Industrials
31
+ 0.94%
$296.05 - $346.6 $9.18K - $10.7K
3.32K $1.05M
CNP
Centerpoint Energy Inc

Utilities
721
+ 3.61%
$28.58 - $32.66 $20.6K - $23.5K
20.7K $657K
SYK
Stryker Corp

Healthcare
221
+ 2.39%
$345.14 - $392.15 $76.3K - $86.7K
9.48K $3.41M
RSG
Republic Services, Inc.

Industrials
309
+ 2.17%
$198.0 - $218.75 $61.2K - $67.6K
14.6K $2.93M
FE
Firstenergy Corp

Utilities
2.45K
+ 34.64%
$39.14 - $44.52 $96K - $109K
9.54K $379K
IWP
Ishares Russell Mid Cap Growth

ETFs
77
+ 1.33%
$116.4 - $138.52 $8.96K - $10.7K
5.85K $741K
K
Kellogg CO

Consumer Defensive
782
+ 13.12%
$80.34 - $81.29 $62.8K - $63.6K
6.74K $545K
ADI
Analog Devices Inc

Technology
1.11K
+ 11.39%
$206.35 - $236.48 $229K - $263K
10.9K $2.31M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
6.17K
+ 23.8%
$31.24 - $37.15 $193K - $229K
32.1K $1.03M
OGN
Organon & Co.

Healthcare
7.08K
+ 64.18%
$14.44 - $18.83 $102K - $133K
18.1K $270K
UCBI
United Community Banks Inc

Financial Services
1.98K
+ 12.31%
N/A
18K $528K
MUB
Ishares National Muni Bond ETF

ETFs
614
+ 15.82%
$105.78 - $108.7 $64.9K - $66.7K
4.5K $479K
MTB
M&T Bank Corp

Financial Services
170
+ 6.79%
$172.48 - $221.95 $29.3K - $37.7K
2.67K $502K
SLV
I Shares Silver Trust

ETFs
3.76K
+ 18.16%
$26.33 - $31.74 $98.9K - $119K
24.4K $643K
FCNCA
First Citizens Bancshares Inc

Financial Services
1
+ 0.51%
$1818.92 - $2353.08 $1.82K - $2.35K
199 $420K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
1.4K
+ 19.91%
$32.63 - $37.1 $45.6K - $51.9K
8.43K $287K
WELL
Welltower Inc.

Real Estate
562
+ 6.51%
$123.11 - $139.3 $69.2K - $78.3K
9.19K $1.16M
RNR
Renaissancere Holdings LTD

Financial Services
608
+ 14.47%
$241.97 - $287.47 $147K - $175K
4.81K $1.2M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
822
+ 26.09%
N/A
3.97K $257K
CTSH
Cognizant Technology Solutions Corp

Technology
690
+ 10.95%
$74.37 - $82.32 $51.3K - $56.8K
6.99K $537K
WPC
W. P. Carey Inc.

Real Estate
2.73K
+ 21.8%
$53.44 - $61.33 $146K - $168K
15.3K $831K
PODD
Insulet Corp

Healthcare
34
+ 2.27%
$227.79 - $275.7 $7.74K - $9.37K
1.53K $399K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
160
+ 2.12%
$105.85 - $112.84 $16.9K - $18.1K
7.7K $849K
NSC
Norfolk Southern Corp

Industrials
1.49K
+ 6.78%
$230.6 - $277.0 $343K - $412K
23.4K $5.49M
AEE
Ameren Corp

Utilities
490
+ 14.32%
$85.81 - $94.98 $42K - $46.5K
3.91K $348K
CMF
Ishares California Muni Bond E

ETFs
876
+ 24.23%
$56.66 - $58.1 $49.6K - $50.9K
4.49K $257K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
623
+ 17.8%
$81.68 - $82.93 $50.9K - $51.7K
4.12K $338K
VRT
Vertiv Holdings CO

Industrials
528
+ 13.3%
N/A
4.5K $389K
CBOE
Cboe Global Markets, Inc.

Financial Services
379
+ 10.95%
$191.61 - $217.84 $72.6K - $82.6K
3.84K $750K
DOV
Dover Corp

Industrials
401
+ 5.26%
$184.72 - $206.51 $74.1K - $82.8K
8.03K $1.51M
TROW
Price T Rowe Group Inc

Financial Services
296
+ 12.36%
$106.48 - $124.69 $31.5K - $36.9K
2.69K $304K
WRB
Berkley W R Corp

Financial Services
578
+ 10.53%
$56.48 - $64.94 $32.6K - $37.5K
6.07K $354K
AVB
Avalonbay Communities Inc

Real Estate
220
+ 18.24%
$216.28 - $237.81 $47.6K - $52.3K
1.43K $313K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
871
+ 19.2%
$49.84 - $59.6 $43.4K - $51.9K
5.41K $286K
KEY
Keycorp

Financial Services
1.66K
+ 4.57%
$16.21 - $19.97 $26.9K - $33.1K
38K $650K
PTC
Ptc Inc.

Technology
194
+ 9.84%
$175.97 - $201.89 $34.1K - $39.2K
2.17K $398K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
718
+ 4.14%
$77.23 - $82.11 $55.5K - $59K
18.1K $1.41M
IEX
Idex Corp

Industrials
217
+ 23.09%
$202.75 - $236.06 $44K - $51.2K
1.16K $242K
LYG
Lloyds Banking Group PLC

Financial Services
18.1K
+ 88.36%
$2.67 - $3.23 $48.2K - $58.3K
38.5K $104K
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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