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
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.15K
+ 4.02%
$56.04 - $62.99 $64.3K - $72.2K
29.7K $1.81M
CTSH
Cognizant Technology Solutions Corp

Technology
967
+ 18.13%
$66.89 - $77.87 $64.7K - $75.3K
6.3K $486K
IIPR
Innovative Industrial Properties Inc

Real Estate
24
+ 0.5%
$107.56 - $136.78 $2.58K - $3.28K
4.79K $644K
BBY
Best Buy CO Inc

Consumer Cyclical
164
+ 2.97%
$80.23 - $103.29 $13.2K - $16.9K
5.69K $587K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
116
+ 6.26%
$1024.09 - $1201.76 $119K - $139K
1.97K $2.07M
FNDA
Schwab Fundamental U S Small C

ETFs
1.7K
+ 40.74%
$54.26 - $60.01 $92.1K - $102K
5.87K $349K
ROP
Roper Technologies Inc

Industrials
260
+ 8.31%
$515.25 - $576.55 $134K - $150K
3.39K $1.88M
IDXX
Idexx Laboratories Inc

Healthcare
167
+ 8.1%
$455.08 - $517.19 $76K - $86.4K
2.23K $1.13M
ROST
Ross Stores, Inc.

Consumer Cyclical
655
+ 15.5%
$136.06 - $155.24 $89.1K - $102K
4.88K $734K
VRT
Vertiv Holdings CO

Industrials
1.38K
+ 53.34%
$86.66 - $86.66 $120K - $120K
3.97K $344K
EXPD
Expeditors International Of Washington Inc

Industrials
827
+ 50.3%
$116.1 - $131.42 $96K - $109K
2.47K $324K
VTR
Ventas, Inc.

Real Estate
1.05K
+ 25.95%
$50.88 - $65.33 $53.3K - $68.5K
5.09K $326K
BIDU
Baidu, Inc.

Communication Services
492
+ 13.83%
$81.0 - $105.29 $39.9K - $51.8K
4.05K $426K
BRO
Brown & Brown, Inc.

Financial Services
498
+ 10.61%
$89.11 - $105.82 $44.4K - $52.7K
5.19K $537K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
344
+ 1.34%
$31.95 - $38.02 $11K - $13.1K
25.9K $971K
XLU
Utilities Sector Spdr

ETFs
632
+ 12.05%
$67.67 - $80.78 $42.8K - $51.1K
5.88K $474K
XLP
Consumer Staples Sector Spdr

ETFs
1.62K
+ 14.16%
$76.04 - $76.04 $123K - $123K
13.1K $994K
DOV
Dover Corp

Industrials
166
+ 2.22%
$172.5 - $193.03 $28.6K - $32K
7.63K $1.46M
NVR
Nvr Inc

Consumer Cyclical
1
+ 2.08%
$7421.51 - $9811.8 $7.42K - $9.81K
49 $480K
EXR
Extra Space Storage Inc.

Real Estate
298
+ 12.18%
$151.92 - $183.06 $45.3K - $54.6K
2.75K $494K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.27K
+ 9.34%
$52.1 - $59.66 $66.1K - $75.6K
14.8K $879K
CMA
Comerica Inc

Financial Services
1.14K
+ 21.89%
$49.93 - $61.49 $56.7K - $69.8K
6.32K $378K
SJM
J M Smucker CO

Consumer Defensive
537
+ 13.5%
$109.12 - $122.4 $58.6K - $65.7K
4.52K $546K
APH
Amphenol Corp

Technology
2.43K
+ 11.52%
$58.39 - $70.41 $142K - $171K
23.5K $1.53M
DASH
Door Dash, Inc.

Communication Services
316
+ 16.09%
$100.28 - $143.99 $31.7K - $45.5K
2.28K $325K
SQ
Block, Inc.

Technology
1.09K
+ 7.71%
$57.21 - $72.07 $62.5K - $78.8K
15.3K $1.03M
IQV
Iqvia Holdings Inc.

Healthcare
42
+ 1.06%
$206.81 - $251.55 $8.69K - $10.6K
4.01K $950K
VEEV
Veeva Systems Inc

Healthcare
287
+ 15.47%
$180.43 - $223.9 $51.8K - $64.3K
2.14K $449K
RPM
Rpm International Inc

Basic Materials
696
+ 37.3%
$103.91 - $125.03 $72.3K - $87K
2.56K $310K
EIX
Edison International

Utilities
517
+ 12.22%
$71.19 - $87.72 $36.8K - $45.4K
4.75K $413K
GRMN
Garmin LTD

Technology
367
+ 10.79%
$161.1 - $183.29 $59.1K - $67.3K
3.77K $663K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2
+ 0.01%
$116.79 - $133.54 $234 - $267
24.6K $3.24M
MTB
M&T Bank Corp

Financial Services
279
+ 12.55%
$146.49 - $179.85 $40.9K - $50.2K
2.5K $445K
IXN
Ishares Global Information Tec

ETFs
1.31K
+ 40.93%
$73.0 - $87.81 $95.9K - $115K
4.52K $373K
NVS
Novartis Ag

Healthcare
516
+ 9.06%
$106.13 - $120.89 $54.8K - $62.4K
6.21K $714K
HWM
Howmet Aerospace Inc.

Industrials
238
+ 6.5%
$77.3 - $100.22 $18.4K - $23.9K
3.9K $391K
FISV
Fiserv Inc

Technology
831
+ 3.07%
N/A
27.9K $3.49M
LDOS
Leidos Holdings, Inc.

Technology
370
+ 14.65%
$142.66 - $163.02 $52.8K - $60.3K
2.9K $472K
MKC
Mccormick & CO Inc

Consumer Defensive
597
+ 12.81%
$69.44 - $84.76 $41.5K - $50.6K
5.26K $432K
EOG
Eog Resources Inc

Energy
1.11K
+ 9.72%
$117.9 - $132.65 $131K - $147K
12.5K $1.54M
PNR
Pentair PLC

Industrials
373
+ 12.11%
$74.39 - $97.79 $27.7K - $36.5K
3.45K $337K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
125
+ 2.84%
$74.21 - $96.5 $9.28K - $12.1K
4.53K $435K
STT
State Street Corp

Financial Services
374
+ 7.95%
$73.37 - $89.31 $27.4K - $33.4K
5.08K $449K
HSY
Hershey CO

Consumer Defensive
415
+ 16.25%
$182.45 - $203.25 $75.7K - $84.3K
2.97K $569K
SPOT
Spotify Technology S.A.

Communication Services
119
+ 11.52%
$290.16 - $384.01 $34.5K - $45.7K
1.15K $424K
LQD
Ishares Iboxx $ Investment Gra

ETFs
659
+ 16.3%
$106.11 - $113.72 $69.9K - $74.9K
4.7K $531K
WPC
W. P. Carey Inc.

Real Estate
115
+ 0.93%
$54.63 - $63.96 $6.28K - $7.36K
12.5K $780K
BALL
Ball Corp

Consumer Cyclical
197
+ 1.85%
$58.86 - $67.91 $11.6K - $13.4K
10.9K $736K
AVDE
American Centy ETF Tr Avantis

ETFs
899
+ 12.47%
$60.09 - $67.67 $54K - $60.8K
8.11K $543K
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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