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
HDB
Hdfc Bank LTD

Financial Services
4.03K
+ 110.47%
$58.06 - $66.85 $234K - $269K
7.68K $510K
TT
Trane Technologies PLC

Industrials
1.35K
+ 23.8%
$332.0 - $400.86 $450K - $543K
7.04K $2.37M
WEC
Wec Energy Group, Inc.

Utilities
1.46K
+ 19.38%
$92.12 - $108.98 $134K - $159K
8.97K $977K
ALC
Alcon Inc

Healthcare
1.88K
+ 21.1%
$82.73 - $96.8 $155K - $182K
10.8K $1.02M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
3K
+ 96.99%
$95.35 - $107.82 $286K - $324K
6.1K $583K
UNM
Unum Group

Financial Services
2.64K
+ 44.48%
$71.8 - $83.34 $189K - $220K
8.57K $697K
CRWD
Crowd Strike Holdings, Inc.

Technology
519
+ 6.81%
$308.86 - $455.36 $160K - $236K
8.14K $2.87M
NGG
National Grid PLC

Utilities
3.43K
+ 63.21%
$56.13 - $65.61 $193K - $225K
8.86K $581K
CHTR
Charter Communications, Inc.

Communication Services
571
+ 34.4%
$334.89 - $384.77 $191K - $220K
2.23K $822K
XLP
Consumer Staples Sector Spdr

ETFs
3.33K
+ 24.58%
N/A
16.9K $1.28M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
8.66K
+ 12.35%
$11.66 - $14.98 $101K - $130K
78.8K $1.07M
XEL
Xcel Energy Inc

Utilities
2.77K
+ 18.38%
$63.37 - $72.1 $176K - $200K
17.8K $1.26M
ABC
Amerisourcebergen Corp

Healthcare
1.33K
+ 26.41%
N/A
6.35K $1.17M
NVT
N Vent Electric PLC

Industrials
5.81K
+ 145.84%
$52.42 - $75.4 $305K - $438K
9.8K $513K
VST
Vistra Corp.

Utilities
2.95K
+ 56.73%
$108.49 - $191.89 $320K - $566K
8.15K $956K
ABNB
Airbnb, Inc.

Consumer Cyclical
2.59K
+ 43.46%
$119.38 - $161.42 $309K - $418K
8.54K $1.02M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
4.42K
+ 101.07%
$45.62 - $51.12 $202K - $226K
8.8K $447K
TRP
Tc Energy Corp

Energy
4.87K
+ 83.91%
$44.29 - $49.27 $216K - $240K
10.7K $503K
KR
Kroger CO

Consumer Defensive
2.25K
+ 19.18%
$58.36 - $67.72 $131K - $152K
14K $946K
CNP
Centerpoint Energy Inc

Utilities
3.72K
+ 17.95%
$30.87 - $36.25 $115K - $135K
24.4K $885K
PPL
Ppl Corp

Utilities
4.63K
+ 28.26%
$31.68 - $36.11 $147K - $167K
21K $758K
ROK
Rockwell Automation, Inc

Industrials
1.34K
+ 30.15%
$255.29 - $303.75 $341K - $406K
5.76K $1.49M
MTB
M&T Bank Corp

Financial Services
1.39K
+ 51.87%
$170.47 - $201.98 $236K - $280K
4.06K $725K
GDDY
Go Daddy Inc.

Technology
1.5K
+ 54.57%
$172.13 - $214.35 $258K - $321K
4.24K $764K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
4.5K
+ 14.03%
$30.38 - $34.94 $137K - $157K
36.6K $1.25M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.23K
+ 14.54%
$54.25 - $57.64 $230K - $244K
33.3K $1.84M
IWR
Ishares Russell Mid Cap ETF

ETFs
4.15K
+ 10.48%
$82.81 - $92.93 $343K - $385K
43.7K $3.72M
SITE
Site One Landscape Supply, Inc.

Industrials
1.96K
+ 120.34%
$120.25 - $147.7 $235K - $289K
3.59K $435K
TPR
Tapestry, Inc.

Consumer Cyclical
2.58K
+ 36.32%
$65.63 - $89.21 $170K - $231K
9.7K $682K
MPLX
Mplx LP

Energy
1.38K
+ 5.41%
$47.88 - $54.65 $65.9K - $75.2K
26.8K $1.43M
STT
State Street Corp

Financial Services
2.94K
+ 53.71%
$84.47 - $102.23 $249K - $301K
8.43K $754K
DHI
Horton D R Inc

Consumer Cyclical
2.72K
+ 26.09%
$125.29 - $147.65 $341K - $402K
13.1K $1.67M
DOW
Dow Inc.

Basic Materials
7.98K
+ 62.91%
$34.36 - $41.92 $274K - $335K
20.7K $721K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.83K
+ 63.56%
$158.1 - $217.71 $289K - $398K
4.71K $744K
SNA
Snap On Inc

Industrials
630
+ 73.34%
$324.09 - $358.62 $204K - $226K
1.49K $501K
NI
Nisource Inc.

Utilities
4.47K
+ 49.87%
$35.57 - $41.23 $159K - $184K
13.4K $538K
FTNT
Fortinet, Inc.

Technology
1.93K
+ 15.93%
$92.49 - $114.57 $179K - $221K
14K $1.35M
AXON
Axon Enterprise, Inc.

Industrials
579
+ 40.18%
$496.65 - $710.01 $288K - $411K
2.02K $1.06M
TMDX
Trans Medics Group, Inc.

Healthcare
2.48K
+ 30.41%
$56.73 - $79.42 $141K - $197K
10.6K $714K
SYY
Sysco Corp

Consumer Defensive
3.09K
+ 16.03%
$70.0 - $77.13 $217K - $239K
22.4K $1.68M
IEF
Ishares Barclays

ETFs
2.05K
+ 72.94%
$91.17 - $95.39 $187K - $195K
4.85K $462K
HOOD
Robinhood Markets, Inc.

Technology
2.86K
+ 14.72%
$35.63 - $65.28 $102K - $187K
22.3K $926K
AMCR
Amcor PLC

Consumer Cyclical
18.7K
+ 27.38%
$9.33 - $10.39 $175K - $195K
87.2K $845K
MU
Micron Technology Inc

Technology
1.45K
+ 5.37%
$86.89 - $109.38 $126K - $159K
28.5K $2.48M
RL
Ralph Lauren Corp

Consumer Cyclical
956
+ 81.15%
$215.68 - $286.74 $206K - $274K
2.13K $471K
PODD
Insulet Corp

Healthcare
749
+ 48.92%
$237.06 - $288.29 $178K - $216K
2.28K $598K
BCS
Barclays PLC

Financial Services
11.4K
+ 110.29%
$12.69 - $16.25 $145K - $186K
21.8K $334K
RACE
Ferrari N.V.

Consumer Cyclical
442
+ 89.66%
$413.73 - $508.15 $183K - $225K
935 $400K
FIX
Comfort Systems Usa Inc

Industrials
801
+ 116.42%
$313.26 - $550.27 $251K - $441K
1.49K $479K
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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