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
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1.44K
+ 20.3%
$221.78 - $273.45 $319K - $394K
8.53K $1.94M
VRT
Vertiv Holdings CO

Industrials
2.16K
+ 47.95%
N/A
6.66K $576K
BAX
Baxter International Inc

Healthcare
2.61K
+ 13.99%
$29.26 - $36.57 $76.3K - $95.4K
21.3K $727K
VTR
Ventas, Inc.

Real Estate
1.81K
+ 31.14%
$56.9 - $70.47 $103K - $128K
7.62K $524K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
9.76K
+ 76.45%
$9.49 - $14.83 $92.6K - $145K
22.5K $306K
SHOP
Shopify Inc.

Technology
3.25K
+ 27.47%
$90.59 - $129.31 $294K - $420K
15.1K $1.44M
SNOW
Snowflake Inc.

Technology
1.38K
+ 53.52%
$146.16 - $192.78 $201K - $265K
3.94K $576K
MCHP
Microchip Technology Inc

Technology
5.64K
+ 53.91%
$48.41 - $64.3 $273K - $363K
16.1K $779K
TWLO
Twilio Inc

Communication Services
2.04K
+ 101.9%
$94.9 - $148.35 $193K - $302K
4.04K $395K
GL
Globe Life Inc.

Financial Services
877
+ 28.35%
$111.2 - $131.72 $97.5K - $116K
3.97K $522K
PEAK
Healthpeak Properties, Inc.

Real Estate
9.35K
+ 56.97%
N/A
25.8K $488K
DRI
Darden Restaurants Inc

Consumer Cyclical
378
+ 8.13%
$180.02 - $208.56 $68K - $78.8K
5.03K $1.04M
NRG
Nrg Energy, Inc.

Utilities
1.52K
+ 27.37%
$84.82 - $113.33 $129K - $172K
7.08K $676K
SCHV
Schwab Strategic Tr Us Large C

ETFs
4.81K
+ 5.23%
$25.77 - $27.6 $124K - $133K
96.7K $2.57M
LNG
Cheniere Energy, Inc.

Energy
609
+ 30.84%
$209.32 - $253.66 $127K - $154K
2.58K $597K
D
Dominion Energy, Inc

Utilities
1.67K
+ 4.63%
$52.85 - $57.43 $88K - $95.7K
37.7K $2.11M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
967
+ 39.07%
$88.0 - $115.5 $85.1K - $112K
3.44K $392K
DG
Dollar General Corp

Consumer Defensive
1.25K
+ 24.86%
$68.44 - $87.93 $85.5K - $110K
6.27K $551K
WY
Weyerhaeuser CO

Real Estate
5.27K
+ 35.01%
$27.29 - $31.39 $144K - $165K
20.3K $594K
FXU
First Tr Exchange Traded Fd Ut

ETFs
3.75K
+ 68.18%
$37.42 - $41.14 $140K - $154K
9.25K $379K
BTI
British American Tobacco P.L.C.

Consumer Defensive
3.26K
+ 47.25%
$35.35 - $42.74 $115K - $139K
10.2K $420K
EXEL
Exelixis, Inc.

Healthcare
2.55K
+ 12.18%
$32.38 - $39.16 $82.5K - $99.8K
23.5K $867K
IQV
Iqvia Holdings Inc.

Healthcare
1.3K
+ 41.7%
$176.3 - $209.96 $230K - $274K
4.43K $781K
IBB
Ishares Biotechnology ETF

ETFs
1.34K
+ 56.31%
$127.9 - $140.56 $172K - $189K
3.73K $476K
CFG
Citizens Financial Group Inc

Financial Services
5.04K
+ 30.89%
$39.73 - $48.36 $200K - $244K
21.3K $874K
STLD
Steel Dynamics Inc

Basic Materials
1.6K
+ 47.4%
N/A
4.96K $486K
WTW
Willis Towers Watson PLC

Financial Services
222
+ 7.3%
$306.61 - $340.78 $68.1K - $75.7K
3.27K $1.1M
LNT
Alliant Energy Corp

Utilities
1.89K
+ 28.94%
$56.66 - $66.04 $107K - $124K
8.4K $540K
DOX
Amdocs LTD

Technology
1.36K
+ 35.5%
$82.21 - $92.02 $112K - $125K
5.2K $475K
BMO
Bank Of Montreal

Financial Services
1.59K
+ 54.26%
$94.92 - $104.14 $151K - $166K
4.53K $432K
CASY
Caseys General Stores Inc

Consumer Cyclical
285
+ 45.02%
$378.71 - $442.54 $108K - $126K
918 $398K
BLDR
Builders First Source, Inc.

Industrials
1.54K
+ 59.58%
$122.8 - $173.51 $189K - $267K
4.12K $515K
HUM
Humana Inc

Healthcare
406
+ 12.05%
$249.11 - $303.11 $101K - $123K
3.78K $999K
ORI
Old Republic International Corp

Financial Services
3.15K
+ 45.34%
$33.46 - $39.22 $105K - $123K
10.1K $395K
FICO
Fair Isaac Corp

Technology
107
+ 28.53%
$1695.35 - $2030.47 $181K - $217K
482 $888K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
8.89K
+ 38.28%
$9.19 - $12.93 $81.7K - $115K
32.1K $358K
IWY
Ishares Tr Russell 200 Growth

ETFs
786
+ 80.62%
$210.19 - $243.33 $165K - $191K
1.76K $371K
XLC
Select Sector Spdr Tr Communic

ETFs
1.47K
+ 17.49%
$94.84 - $105.31 $139K - $155K
9.88K $952K
VRSN
Verisign Inc

Technology
260
+ 16.8%
$205.1 - $254.74 $53.3K - $66.2K
1.81K $458K
DXCM
Dexcom Inc

Healthcare
2.57K
+ 62.16%
$67.74 - $90.75 $174K - $233K
6.71K $458K
INGR
Ingredion Inc

Consumer Defensive
1.05K
+ 65.33%
$125.6 - $137.36 $131K - $144K
2.65K $357K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
6.85K
+ 26.59%
$19.43 - $19.62 $133K - $134K
32.6K $639K
FITB
Fifth Third Bancorp

Financial Services
8.49K
+ 13.25%
$37.48 - $44.96 $318K - $382K
72.6K $2.84M
SBAC
Sba Communications Corp

Real Estate
515
+ 40.58%
$192.76 - $224.91 $99.3K - $116K
1.78K $392K
PNFP
Pinnacle Financial Partners Inc

Financial Services
1.51K
+ 46.84%
$99.42 - $126.15 $150K - $190K
4.73K $501K
SAN
Banco Santander, S.A.

Financial Services
14.5K
+ 89.11%
$4.46 - $7.14 $64.7K - $104K
30.8K $206K
JBL
Jabil Inc

Technology
1.14K
+ 30.79%
$130.51 - $173.33 $149K - $197K
4.83K $657K
CARR
Carrier Global Corp

Industrials
4.44K
+ 13.87%
$62.07 - $70.55 $275K - $313K
36.4K $2.31M
IJK
Ishares S&P Midcap 400 Growth

ETFs
6.99K
+ 11.73%
$81.62 - $96.63 $570K - $675K
66.5K $5.54M
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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