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
AKAM
Akamai Technologies Inc

Technology
682
+ 30.19%
N/A
2.94K $267K
HBAN
Huntington Bancshares Inc

Financial Services
1.17K
+ 4.05%
$12.84 - $15.15 $15K - $17.7K
30.1K $442K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
332
+ 1.91%
$20.08 - $23.22 $6.67K - $7.71K
17.7K $411K
BAH
Booz Allen Hamilton Holding Corp

Industrials
258
+ 12.32%
$138.82 - $162.76 $35.8K - $42K
2.35K $382K
BR
Broadridge Financial Solutions, Inc.

Technology
104
+ 5.0%
$196.56 - $218.55 $20.4K - $22.7K
2.19K $469K
XLB
Select Sector Spdr Fd Material

ETFs
248
+ 5.66%
$86.95 - $97.09 $21.6K - $24.1K
4.63K $445K
FSS
Federal Signal Corp

Industrials
2
+ 0.03%
$82.35 - $99.97 $165 - $200
5.96K $556K
DTE
Dte Energy CO

Utilities
95
+ 3.57%
$108.67 - $128.41 $10.3K - $12.2K
2.75K $353K
LNG
Cheniere Energy, Inc.

Energy
239
+ 9.34%
$172.24 - $186.09 $41.2K - $44.5K
2.8K $503K
CPB
Campbell Soup CO

Consumer Defensive
640
+ 9.47%
$45.01 - $51.89 $28.8K - $33.2K
7.4K $361K
CCL
Carnival Corp

Consumer Cyclical
3.17K
+ 14.87%
$14.01 - $19.18 $44.5K - $60.9K
24.5K $453K
L
Loews Corp

Financial Services
240
+ 2.96%
$73.76 - $81.96 $17.7K - $19.7K
8.34K $659K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
392
+ 13.79%
$91.41 - $101.59 $35.8K - $39.8K
3.24K $328K
EMN
Eastman Chemical CO

Basic Materials
206
+ 9.88%
$93.82 - $113.74 $19.3K - $23.4K
2.29K $256K
HOOD
Robinhood Markets, Inc.

Technology
1.87K
+ 15.78%
$16.42 - $24.63 $30.6K - $46K
13.7K $320K
CHD
Church & Dwight CO Inc

Consumer Defensive
435
+ 8.19%
$98.01 - $106.59 $42.6K - $46.4K
5.75K $601K
FCNCA
First Citizens Bancshares Inc

Financial Services
11
+ 5.88%
$1685.92 - $2128.51 $18.5K - $23.4K
198 $364K
SCI
Service Corp International

Consumer Cyclical
141
+ 2.88%
$69.55 - $80.63 $9.81K - $11.4K
5.04K $397K
SLV
I Shares Silver Trust

ETFs
384
+ 1.89%
$24.33 - $29.38 $9.34K - $11.3K
20.7K $587K
SONY
Sony Group Corp

Technology
195
+ 8.0%
$81.61 - $98.65 $15.9K - $19.2K
2.63K $254K
PKI
Perkinelmer Inc

Healthcare
368
+ 19.29%
N/A
2.28K $275K
C
Citigroup Inc

Financial Services
1.28K
+ 3.08%
$56.11 - $67.61 $72K - $86.8K
42.9K $2.69M
ANSS
Ansys Inc

Technology
157
+ 9.26%
$296.54 - $331.25 $46.6K - $52K
1.85K $589K
ZION
Zions Bancorporation, National Association

Financial Services
98
+ 0.95%
$42.49 - $52.53 $4.16K - $5.15K
10.4K $490K
MTD
Mettler Toledo International Inc

Healthcare
18
+ 10.34%
$1308.0 - $1521.03 $23.5K - $27.4K
192 $287K
MFC
Manulife Financial Corp

Financial Services
374
+ 3.37%
$24.13 - $29.63 $9.02K - $11.1K
11.5K $338K
CINF
Cincinnati Financial Corp

Financial Services
55
+ 2.76%
$115.7 - $138.2 $6.36K - $7.6K
2.05K $278K
W
Wayfair Inc.

Consumer Cyclical
278
+ 3.45%
$38.21 - $57.23 $10.6K - $15.9K
8.34K $468K
STE
Steris PLC

Healthcare
91
+ 9.77%
$213.51 - $247.14 $19.4K - $22.5K
1.02K $247K
IFRA
Ishares Tr

ETFs
50
+ 0.63%
$41.55 - $46.97 $2.08K - $2.35K
7.99K $375K
RPG
Invesco Exchange Traded Fd Tr

ETFs
615
+ 7.05%
$33.68 - $39.31 $20.7K - $24.2K
9.34K $366K
KMX
Carmax Inc

Consumer Cyclical
238
+ 4.21%
$71.21 - $85.78 $16.9K - $20.4K
5.89K $455K
VRSK
Verisk Analytics, Inc.

Industrials
167
+ 5.88%
$260.31 - $285.99 $43.5K - $47.8K
3.01K $805K
DKNG
Draft Kings Inc.

Consumer Cyclical
859
+ 13.96%
$29.85 - $41.1 $25.6K - $35.3K
7.01K $274K
IP
International Paper CO

Consumer Cyclical
145
+ 2.64%
$42.55 - $49.98 $6.17K - $7.25K
5.63K $275K
MRCC
Monroe Capital Corp

Financial Services
1.63K
+ 3.05%
$7.14 - $8.18 $11.6K - $13.3K
55K $443K
VTRS
Viatris Inc

Healthcare
575
+ 1.79%
$10.32 - $12.13 $5.93K - $6.97K
32.7K $379K
HUBS
Hubspot Inc

Technology
146
+ 20.92%
$450.09 - $592.58 $65.7K - $86.5K
844 $448K
AVB
Avalonbay Communities Inc

Real Estate
71
+ 6.26%
$200.95 - $234.65 $14.3K - $16.7K
1.21K $271K
WM
Waste Management Inc

Industrials
1.32K
+ 3.18%
$196.96 - $223.45 $260K - $295K
42.9K $8.91M
VCIT
Vanguard Intermediate Term Cor

ETFs
287
+ 9.92%
$79.29 - $84.02 $22.8K - $24.1K
3.18K $266K
EMB
Ishares Tr

ETFs
239
+ 10.15%
$87.75 - $93.74 $21K - $22.4K
2.59K $242K
VMC
Vulcan Materials CO

Basic Materials
109
+ 5.27%
$231.83 - $274.51 $25.3K - $29.9K
2.18K $545K
DECK
Deckers Outdoor Corp

Consumer Cyclical
5.55K
+ 525.07%
$150.73 - $974.56 $837K - $5.41M
6.61K $1.05M
BKR
Baker Hughes CO

Energy
141
+ 0.56%
$32.92 - $38.72 $4.64K - $5.46K
25.4K $917K
BOTZ
Global X Fds

ETFs
1
+ 0.0%
$27.68 - $32.27 $27.7 - $32.3
22.6K $728K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
122
+ 3.67%
$72.22 - $81.88 $8.81K - $9.99K
3.45K $271K
DELL
Dell Technologies Inc.

Technology
2.85K
+ 17.88%
$87.89 - $145.97 $250K - $415K
18.8K $2.22M
EA
Electronic Arts Inc.

Communication Services
26
+ 0.44%
$137.32 - $151.82 $3.57K - $3.95K
5.92K $849K
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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