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
LVS
Las Vegas Sands Corp

Consumer Cyclical
701
+ 14.93%
$47.96 - $55.17 $33.6K - $38.7K
5.4K $277K
CTRA
Coterra Energy Inc.

Energy
1.06K
+ 12.45%
$22.71 - $27.63 $24.1K - $29.3K
9.58K $244K
NTRS
Northern Trust Corp

Financial Services
35
+ 1.19%
$88.4 - $111.16 $3.09K - $3.89K
2.98K $305K
HUBB
Hubbell Inc

Industrials
110
+ 16.27%
$418.89 - $472.12 $46.1K - $51.9K
786 $329K
CMA
Comerica Inc

Financial Services
430
+ 6.8%
$57.88 - $72.73 $24.9K - $31.3K
6.75K $417K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
2.88K
+ 9.6%
$18.28 - $18.87 $52.6K - $54.3K
32.9K $602K
MRCC
Monroe Capital Corp

Financial Services
1.65K
+ 3.0%
$7.82 - $8.64 $12.9K - $14.3K
56.6K $481K
HSY
Hershey CO

Consumer Defensive
616
+ 20.75%
$168.67 - $193.65 $104K - $119K
3.59K $607K
XLP
Consumer Staples Sector Spdr

ETFs
474
+ 3.62%
N/A
13.6K $1.03M
PCG
Pg&E Corp

Utilities
1.19K
+ 4.35%
$19.2 - $21.63 $22.8K - $25.7K
28.5K $574K
MGMT
Unified Ser Tr Ballast Small/M

ETFs
2
+ 0.02%
$37.84 - $44.21 $75.7 - $88.4
11K $457K
SYY
Sysco Corp

Consumer Defensive
824
+ 4.46%
$73.63 - $81.77 $60.7K - $67.4K
19.3K $1.48M
HIG
Hartford Financial Services Group, Inc.

Financial Services
621
+ 14.24%
$107.06 - $123.74 $66.5K - $76.8K
4.98K $545K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
17
+ 0.58%
$170.03 - $192.78 $2.89K - $3.28K
2.93K $541K
HRL
Hormel Foods Corp

Consumer Defensive
1.27K
+ 5.42%
$29.21 - $33.55 $37K - $42.5K
24.6K $773K
ATO
Atmos Energy Corp

Utilities
224
+ 8.43%
$136.41 - $151.43 $30.6K - $33.9K
2.88K $401K
FICO
Fair Isaac Corp

Technology
8
+ 2.18%
$1911.01 - $2382.4 $15.3K - $19.1K
375 $746K
F
Ford Motor CO

Consumer Cyclical
6.15K
+ 14.32%
$9.69 - $11.4 $59.6K - $70.1K
49.1K $485K
IBN
Icici Bank LTD

Financial Services
917
+ 13.18%
$28.69 - $31.9 $26.3K - $29.3K
7.88K $235K
STLD
Steel Dynamics Inc

Basic Materials
279
+ 9.03%
N/A
3.37K $330K
EVRG
Evergy, Inc.

Utilities
506
+ 6.8%
$59.06 - $65.0 $29.9K - $32.9K
7.94K $488K
KEYS
Keysight Technologies, Inc.

Technology
129
+ 3.93%
$149.01 - $172.53 $19.2K - $22.3K
3.41K $548K
SSRM
Ssr Mining Inc.

Basic Materials
1.46K
+ 11.33%
$5.28 - $8.12 $7.72K - $11.9K
14.4K $100K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
566
+ 23.81%
$79.93 - $88.06 $45.2K - $49.8K
2.94K $235K
OEF
Ishares S&P 100 ETF

ETFs
93
+ 0.4%
N/A
23.5K $6.26M
CWB
Spdr Bloomberg Convertible Sec

ETFs
156
+ 1.58%
$76.21 - $82.24 $11.9K - $12.8K
10.1K $783K
AIQ
Global X Funds Global X Artifi

ETFs
123
+ 0.93%
$36.57 - $40.57 $4.5K - $4.99K
13.4K $518K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
222K
+ 200.63%
$27.54 - $83.04 $6.11M - $18.4M
333K $9.22M
NANR
Spdr Index Shs Fds S&P North A

ETFs
943
+ 21.3%
$50.02 - $58.31 $47.2K - $55K
5.37K $274K
FNDF
Schwab Fundamental Intl Large

ETFs
1.39K
+ 25.25%
$32.92 - $37.15 $45.6K - $51.5K
6.87K $228K
CHD
Church & Dwight CO Inc

Consumer Defensive
206
+ 3.58%
$99.11 - $112.25 $20.4K - $23.1K
5.96K $623K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
244
+ 9.93%
$84.34 - $95.14 $20.6K - $23.2K
2.7K $235K
HMOP
Hartford Fds Exchange Traded T

ETFs
644
+ 11.23%
$38.56 - $39.45 $24.8K - $25.4K
6.38K $246K
MLPA
Global X Mlp ETF

ETFs
8
+ 0.06%
$47.44 - $52.61 $380 - $421
13.8K $683K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1
+ 0.01%
$118.0 - $127.04 $118 - $127
15.6K $1.9M
SNAP
Snap Inc

Communication Services
1.51K
+ 7.69%
$9.98 - $12.86 $15.1K - $19.5K
21.2K $228K
OMC
Omnicom Group Inc.

Communication Services
1.06K
+ 25.14%
$85.82 - $105.47 $91.1K - $112K
5.29K $454K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
241
+ 5.93%
$101.77 - $113.02 $24.5K - $27.2K
4.3K $454K
BXP
Boston Properties Inc

Real Estate
696
+ 11.8%
$73.33 - $89.72 $51K - $62.4K
6.59K $490K
FAST
Fastenal CO

Industrials
142
+ 1.23%
$69.99 - $84.35 $9.94K - $12K
11.7K $839K
VTR
Ventas, Inc.

Real Estate
725
+ 14.25%
$57.73 - $66.48 $41.9K - $48.2K
5.81K $342K
LADR
Ladder Capital Corp

Real Estate
2.01K
+ 13.41%
$10.95 - $11.99 $22K - $24.1K
17K $190K
DOX
Amdocs LTD

Technology
264
+ 7.38%
$82.94 - $92.86 $21.9K - $24.5K
3.84K $326K
AKAM
Akamai Technologies Inc

Technology
161
+ 5.47%
N/A
3.1K $281K
DPZ
Dominos Pizza Inc

Consumer Cyclical
54
+ 6.45%
$408.59 - $476.19 $22.1K - $25.7K
891 $374K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
76
+ 0.88%
$89.88 - $101.38 $6.83K - $7.7K
8.74K $815K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
869
+ 8.56%
$99.2 - $108.47 $86.2K - $94.3K
11K $1.1M
PG
Procter & Gamble CO

Consumer Defensive
6.93K
+ 3.3%
$161.05 - $179.7 $1.12M - $1.24M
217K $36.3M
SONY
Sony Group Corp

Technology
9.96K
+ 378.42%
$17.53 - $96.8 $175K - $964K
12.6K $266K
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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