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
PCG
Pg&E Corp

Utilities
1.7K
+ 6.63%
$17.08 - $20.6 $29K - $34.9K
27.3K $539K
HIG
Hartford Financial Services Group, Inc.

Financial Services
186
+ 4.46%
$98.71 - $117.61 $18.4K - $21.9K
4.36K $512K
CSX
Csx Corp

Industrials
781
+ 1.29%
$32.48 - $35.45 $25.4K - $27.7K
61.5K $2.12M
EVRG
Evergy, Inc.

Utilities
460
+ 6.59%
$52.46 - $62.01 $24.1K - $28.5K
7.44K $461K
TSN
Tyson Foods, Inc.

Consumer Defensive
1.29K
+ 20.57%
$55.91 - $65.87 $72K - $84.8K
7.55K $449K
APO
Apollo Global Management, Inc.

Financial Services
504
+ 12.34%
$99.16 - $125.81 $50K - $63.4K
4.59K $573K
PFG
Principal Financial Group Inc

Financial Services
783
+ 25.72%
$72.94 - $87.46 $57.1K - $68.5K
3.83K $328K
FCX
Freeport Mcmoran Inc

Basic Materials
1.16K
+ 4.78%
$39.52 - $51.92 $45.8K - $60.2K
25.4K $1.27M
CTVA
Corteva, Inc.

Basic Materials
820
+ 9.79%
$50.72 - $58.78 $41.6K - $48.2K
9.2K $540K
JBL
Jabil Inc

Technology
454
+ 15.52%
$97.55 - $126.65 $44.3K - $57.5K
3.38K $405K
WY
Weyerhaeuser CO

Real Estate
230
+ 1.59%
$27.05 - $33.84 $6.22K - $7.78K
14.7K $496K
MAR
Marriott International Inc

Consumer Cyclical
199
+ 3.94%
$211.35 - $255.11 $42.1K - $50.8K
5.25K $1.31M
FMC
Fmc Corp

Basic Materials
561
+ 9.93%
$54.54 - $66.06 $30.6K - $37.1K
6.21K $409K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
3.36K
+ 13.9%
$19.92 - $20.67 $66.9K - $69.5K
27.5K $566K
IBB
Ishares Biotechnology ETF

ETFs
447
+ 21.41%
$135.09 - $149.47 $60.4K - $66.8K
2.54K $369K
PRU
Prudential Financial Inc

Financial Services
446
+ 6.01%
$105.53 - $127.32 $47.1K - $56.8K
7.87K $952K
ATO
Atmos Energy Corp

Utilities
210
+ 8.59%
$114.08 - $138.75 $24K - $29.1K
2.66K $368K
CHTR
Charter Communications, Inc.

Communication Services
147
+ 10.6%
$290.56 - $383.07 $42.7K - $56.3K
1.53K $497K
HOLX
Hologic Inc

Healthcare
490
+ 8.46%
$73.48 - $83.64 $36K - $41K
6.29K $511K
CIEN
Ciena Corp

Technology
124
+ 2.27%
$45.77 - $62.46 $5.68K - $7.75K
5.58K $343K
PCAR
Paccar Inc

Industrials
2.15K
+ 7.05%
$91.64 - $109.98 $197K - $236K
32.6K $3.22M
HUBB
Hubbell Inc

Industrials
102
+ 17.77%
$355.55 - $428.48 $36.3K - $43.7K
676 $289K
TIP
Ishares Tr Tips Bd ETF

ETFs
558
+ 12.22%
$105.92 - $110.83 $59.1K - $61.8K
5.13K $566K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
3.46K
+ 16.15%
$19.2 - $19.82 $66.4K - $68.6K
24.9K $490K
SNV
Synovus Financial Corp

Financial Services
248
+ 1.58%
$39.32 - $47.62 $9.75K - $11.8K
16K $710K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
621
+ 24.02%
$111.59 - $129.08 $69.3K - $80.2K
3.21K $380K
XYL
Xylem Inc.

Industrials
590
+ 12.02%
$126.14 - $141.53 $74.4K - $83.5K
5.5K $742K
WFC
Wells Fargo & Company

Financial Services
4.89K
+ 7.18%
$51.58 - $60.97 $252K - $298K
73K $4.12M
SUI
Sun Communities Inc

Real Estate
26
+ 0.53%
$117.46 - $147.6 $3.05K - $3.84K
4.98K $672K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.2K
+ 8.33%
$49.93 - $51.15 $59.7K - $61.2K
15.6K $795K
NU
Nu Holdings Ltd.

Financial Services
4.99K
+ 46.07%
$10.71 - $15.14 $53.4K - $75.5K
15.8K $215K
PODD
Insulet Corp

Healthcare
146
+ 10.81%
$180.69 - $239.01 $26.4K - $34.9K
1.5K $348K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
2.09K
+ 19.46%
$42.59 - $60.56 $89K - $127K
12.8K $647K
WEC
Wec Energy Group, Inc.

Utilities
35
+ 0.86%
$77.68 - $96.19 $2.72K - $3.37K
4.09K $393K
MAA
Mid America Apartment Communities Inc.

Real Estate
195
+ 7.16%
$138.8 - $166.65 $27.1K - $32.5K
2.92K $463K
TSCO
Tractor Supply CO

Consumer Cyclical
108
+ 5.32%
$251.95 - $290.93 $27.2K - $31.4K
2.14K $622K
AOA
Ishares Tr Core Aggressive All

ETFs
760
+ 22.99%
$72.11 - $79.05 $54.8K - $60.1K
4.07K $320K
MAS
Masco Corp

Industrials
11
+ 0.27%
$64.7 - $83.94 $712 - $923
4.14K $347K
AGYS
Agilysys Inc

Technology
415
+ 7.62%
$100.4 - $113.1 $41.7K - $46.9K
5.86K $638K
RNST
Renasant Corp

Financial Services
501
+ 1.86%
$29.78 - $37.09 $14.9K - $18.6K
27.5K $893K
GDDY
Go Daddy Inc.

Technology
279
+ 18.44%
$141.41 - $167.41 $39.5K - $46.7K
1.79K $280K
PRI
Primerica, Inc.

Financial Services
86
+ 5.33%
$233.01 - $266.6 $20K - $22.9K
1.7K $450K
MPLX
Mplx LP

Energy
533
+ 2.2%
$40.44 - $45.07 $21.6K - $24K
24.7K $1.1M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
98
+ 4.63%
$150.01 - $182.29 $14.7K - $17.9K
2.21K $402K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.5K
+ 24.71%
$44.66 - $49.15 $67.1K - $73.9K
7.59K $357K
MUB
Ishares National Muni Bond ETF

ETFs
535
+ 15.98%
$106.13 - $108.7 $56.8K - $58.2K
3.88K $421K
UCBI
United Community Banks Inc

Financial Services
109
+ 0.68%
$24.56 - $31.51 $2.68K - $3.43K
16.1K $470K
PTC
Ptc Inc.

Technology
357
+ 22.12%
$164.85 - $187.32 $58.9K - $66.9K
1.97K $356K
JHMM
John Hancock Multifactor Mid C

ETFs
88
+ 0.8%
$54.25 - $60.2 $4.77K - $5.3K
11K $665K
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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