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
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
243
+ 7.05%
$74.71 - $79.24 $18.2K - $19.3K
3.69K $283K
PKI
Perkinelmer Inc

Healthcare
104
+ 4.57%
N/A
2.38K $287K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
893
+ 3.59%
$19.42 - $19.76 $17.3K - $17.6K
25.8K $502K
TSCO
Tractor Supply CO

Consumer Cyclical
9.8K
+ 458.02%
$52.59 - $303.74 $515K - $2.98M
11.9K $633K
WDC
Western Digital Corp

Technology
1.08K
+ 17.07%
$59.62 - $73.43 $64.2K - $79.1K
7.39K $440K
WIT
Wipro LTD

Technology
17.8K
+ 100.0%
$3.54 - $7.24 $62.9K - $129K
35.6K $125K
LPX
Louisiana Pacific Corp

Industrials
242
+ 6.25%
$98.02 - $120.27 $23.7K - $29.1K
4.12K $426K
RES
Rpc Inc

Energy
3.7K
+ 12.93%
$5.63 - $7.14 $20.8K - $26.4K
32.3K $191K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
800
+ 21.72%
$104.5 - $125.64 $83.6K - $101K
4.48K $468K
NRZ
New Residential Investment Corp.

Real Estate
1.41K
+ 10.37%
N/A
15K $108K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
7.01K
+ 100.0%
$27.45 - $55.56 $192K - $389K
14K $396K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
168
+ 7.22%
$89.9 - $100.66 $15.1K - $16.9K
2.5K $225K
HTGC
Hercules Capital, Inc.

Financial Services
202
+ 1.93%
$18.53 - $20.22 $3.74K - $4.08K
10.7K $214K
WTRG
Essential Utilities, Inc.

Utilities
856
+ 8.51%
$36.18 - $40.55 $31K - $34.7K
10.9K $396K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
423
+ 3.3%
$47.58 - $48.56 $20.1K - $20.5K
13.2K $632K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
574
+ 14.61%
$60.13 - $67.31 $34.5K - $38.6K
4.5K $273K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
900
+ 3.27%
$20.08 - $20.61 $18.1K - $18.5K
28.4K $572K
MTTR
Matterport, Inc.

Technology
113
+ 0.56%
$4.46 - $4.96 $504 - $560
20.3K $96K
GOSS
Gossamer Bio, Inc.

Healthcare
10.2K
+ 37.09%
$0.66 - $1.07 $6.73K - $10.9K
37.7K $33K
AAL
American Airlines Group Inc.

Industrials
492
+ 3.35%
N/A
15.2K $167K
FTV
Fortive Corp

Technology
299
+ 6.61%
$71.16 - $79.68 $21.3K - $23.8K
4.82K $361K
QUAL
Ishares Msci Usa Quality Facto

ETFs
72
+ 1.03%
$176.42 - $186.91 $12.7K - $13.5K
7.03K $1.25M
CTVA
Corteva, Inc.

Basic Materials
345
+ 3.75%
$55.21 - $64.13 $19K - $22.1K
9.54K $543K
AINV
Apollo Investment Corp

Financial Services
203
+ 1.97%
N/A
10.5K $117K
VLO
Valero Energy Corp

Energy
1.63K
+ 10.26%
$118.59 - $144.02 $194K - $235K
17.6K $2.15M
NKTR
Nektar Therapeutics

Healthcare
19.6K
+ 44.04%
$0.9 - $1.45 $17.6K - $28.4K
64.1K $59K
YUM
Yum Brands Inc

Consumer Cyclical
460
+ 4.23%
$130.36 - $139.54 $60K - $64.2K
11.3K $1.52M
NOK
Nokia Corp

Technology
105
+ 0.83%
$4.13 - $4.95 $434 - $520
12.7K $56K
EIX
Edison International

Utilities
443
+ 9.33%
$77.93 - $88.36 $34.5K - $39.1K
5.19K $414K
Ab Active Etfs Inc
247
+ 1.0%
N/A
25K $0
Viper Energy Inc
33
+ 0.56%
N/A
5.92K $0
Atlassian Corporation
228
+ 17.9%
N/A
1.5K $0
2023 ETF Series Trust Ii
139K
+ 89.24%
N/A
295K $0
Ge Healthcare Technologies I
1.65K
+ 24.48%
N/A
8.37K $0
Mustang Bio Inc
67K
+ 167.5%
N/A
107K $0
Ge Vernova Inc
546
+ 10.11%
N/A
5.95K $0
Veralto Corp
635
+ 20.56%
N/A
3.72K $0
Ishares Bitcoin Trust ETF
14.3K
+ 129.45%
N/A
25.3K $0
Liberty Media Corp Del
13
+ 0.06%
N/A
22.4K $0
Leap Therapeutics Inc
26.2K
+ 103.16%
N/A
51.5K $0
Linde PLC
2.76K
+ 28.09%
N/A
12.6K $0
Ab Active Etfs Inc
1.37K
+ 0.35%
N/A
390K $0
Kenvue Inc
5.34K
+ 41.92%
N/A
18.1K $0
Alterity Therapeutics LTD
8.1K
+ 34.06%
N/A
31.9K $0
Arcadium Lithium PLC
8.13K
+ 47.75%
N/A
25.2K $0
TAFI
Ab Active Etfs Inc Tax Aware S
223
+ 0.81%
N/A
27.7K $0
Volatility Shs Tr
2.51K
+ 31.39%
N/A
10.5K $0
Liberty Media Corp Del
90
+ 1.02%
N/A
8.9K $0
Arm Holdings PLC
3.32K
+ 121.73%
N/A
6.05K $0
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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