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
NEM
Newmont Corp

Basic Materials
5.34K
+ 36.93%
$37.79 - $48.39 $202K - $259K
19.8K $956K
PRF
Invesco Exchange Traded Fd Tr

ETFs
10.1K
+ 39.49%
$39.4 - $42.61 $399K - $431K
35.8K $1.44M
HBAN
Huntington Bancshares Inc

Financial Services
31.3K
+ 64.6%
$14.28 - $17.39 $447K - $544K
79.7K $1.2M
DD
Du Pont De Nemours, Inc.

Basic Materials
5.69K
+ 51.6%
$72.7 - $84.32 $414K - $480K
16.7K $1.25M
EMN
Eastman Chemical CO

Basic Materials
4.76K
+ 88.91%
$87.05 - $103.47 $414K - $493K
10.1K $891K
AME
Ametek Inc

Industrials
2.58K
+ 48.64%
$170.39 - $190.43 $439K - $491K
7.88K $1.36M
FDS
Factset Research Systems Inc

Financial Services
903
+ 172.33%
$427.5 - $476.51 $386K - $430K
1.43K $648K
DGX
Quest Diagnostics Inc

Healthcare
2.87K
+ 34.66%
N/A
11.1K $1.53M
HIG
Hartford Financial Services Group, Inc.

Financial Services
2.61K
+ 52.31%
$106.31 - $123.73 $277K - $322K
7.59K $938K
O
Realty Income Corp

Real Estate
5.47K
+ 34.02%
$51.67 - $58.49 $283K - $320K
21.6K $1.25M
EW
Edwards Lifesciences Corp

Healthcare
5.58K
+ 34.89%
$67.95 - $76.19 $379K - $425K
21.6K $1.56M
WBD
Warner Bros. Discovery, Inc.

Communication Services
32.2K
+ 13.38%
$9.47 - $11.46 $305K - $369K
273K $2.93M
WRB
Berkley W R Corp

Financial Services
4.15K
+ 68.35%
$56.7 - $71.27 $235K - $295K
10.2K $726K
TTE
Total Energies Se

Energy
5.43K
+ 35.1%
N/A
20.9K $1.43M
SLB
Schlumberger Limited

Energy
6.21K
+ 19.91%
$38.4 - $43.74 $239K - $272K
37.4K $1.56M
ENB
Enbridge Inc

Energy
7.72K
+ 55.42%
$41.54 - $45.45 $321K - $351K
21.7K $959K
CELH
Celsius Holdings, Inc.

Consumer Defensive
5.67K
+ 32.63%
$21.28 - $35.62 $121K - $202K
23K $820K
LAMR
Lamar Advertising CO

Real Estate
3.41K
+ 100.21%
$110.65 - $132.9 $377K - $453K
6.8K $774K
MELI
Mercadolibre Inc

Consumer Cyclical
160
+ 84.21%
$1739.0 - $2260.0 $278K - $362K
350 $682K
ETN
Eaton Corp PLC

Industrials
4.96K
+ 30.03%
$271.83 - $371.23 $1.35M - $1.84M
21.5K $5.84M
F
Ford Motor CO

Consumer Cyclical
34.5K
+ 70.4%
$9.12 - $10.43 $315K - $360K
83.6K $838K
CSL
Carlisle Companies Inc

Industrials
1.08K
+ 109.32%
$326.43 - $408.24 $352K - $440K
2.07K $703K
AWK
American Water Works Company, Inc.

Utilities
1.76K
+ 52.75%
$121.01 - $149.31 $213K - $263K
5.11K $753K
OKE
Oneok Inc

Energy
3.76K
+ 12.17%
$89.57 - $109.85 $337K - $413K
34.6K $3.44M
DASH
Door Dash, Inc.

Communication Services
1.65K
+ 73.47%
$168.37 - $213.38 $277K - $352K
3.89K $711K
XYL
Xylem Inc.

Industrials
2.65K
+ 53.93%
$114.02 - $132.04 $302K - $350K
7.57K $904K
VDE
Vanguard Energy ETF

ETFs
1.91K
+ 18.71%
$119.14 - $132.76 $227K - $253K
12.1K $1.57M
HLN
Haleon PLC

Healthcare
27.2K
+ 42.22%
$9.02 - $10.67 $245K - $290K
91.6K $942K
AEM
Agnico Eagle Mines LTD

Basic Materials
2.27K
+ 85.27%
$79.66 - $108.41 $181K - $246K
4.93K $534K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
29.3K
+ 77.15%
$11.63 - $13.3 $341K - $390K
67.3K $782K
WSO
Watsco Inc

Industrials
582
+ 76.88%
$463.86 - $530.75 $270K - $309K
1.34K $680K
VLO
Valero Energy Corp

Energy
1.16K
+ 6.58%
$121.76 - $142.99 $141K - $165K
18.7K $2.47M
EEM
Ishares Msci Emerging Markets

ETFs
4.44K
+ 6.88%
$40.81 - $45.34 $181K - $201K
68.9K $3.01M
TAP
Molson Coors Beverage CO

Consumer Defensive
4.77K
+ 84.14%
$52.44 - $62.91 $250K - $300K
10.4K $635K
RJF
Raymond James Financial Inc

Financial Services
2.39K
+ 166.74%
$137.62 - $172.64 $329K - $413K
3.83K $531K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
2.34K
+ 11.3%
$75.32 - $84.77 $176K - $199K
23.1K $1.88M
LYV
Live Nation Entertainment, Inc.

Communication Services
2.34K
+ 131.31%
$115.79 - $154.66 $270K - $361K
4.12K $537K
DPZ
Dominos Pizza Inc

Consumer Cyclical
583
+ 65.43%
$402.33 - $489.71 $235K - $286K
1.47K $677K
HON
Honeywell International Inc

Industrials
6.62K
+ 8.49%
$202.75 - $226.52 $1.34M - $1.5M
84.6K $17.9M
EOG
Eog Resources Inc

Energy
1.67K
+ 11.32%
$120.54 - $138.05 $201K - $230K
16.4K $2.1M
VOE
Vanguard Mid Cap Value Index F

ETFs
2.11K
+ 5.94%
$156.61 - $168.02 $331K - $355K
37.7K $6.05M
WPC
W. P. Carey Inc.

Real Estate
2.51K
+ 16.45%
$53.5 - $65.05 $134K - $163K
17.8K $1.12M
ATO
Atmos Energy Corp

Utilities
1.58K
+ 54.97%
$136.51 - $154.58 $216K - $245K
4.46K $689K
DFS
Discover Financial Services

Financial Services
1.76K
+ 32.66%
$152.99 - $203.25 $269K - $358K
7.14K $1.22M
ARES
Ares Management Corp

Financial Services
2.46K
+ 99.8%
$140.19 - $198.28 $345K - $488K
4.92K $721K
AVY
Avery Dennison Corp

Industrials
1.8K
+ 45.61%
$174.58 - $195.91 $315K - $353K
5.75K $1.02M
DVN
Devon Energy Corp

Energy
5.51K
+ 34.35%
$33.15 - $38.55 $183K - $212K
21.6K $806K
NUE
Nucor Corp

Basic Materials
1.86K
+ 11.95%
$114.48 - $142.52 $213K - $265K
17.4K $2.1M
VFH
Vanguard Financial ETF

ETFs
2.29K
+ 49.19%
$114.07 - $127.34 $261K - $292K
6.95K $829K
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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