Hb Wealth Management, LLC New Holdings in Q4 2024

Hb Wealth Management, LLC

  • $9.75 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ITA
Ishares Tr

ETFs
16.4K
New
$144.31 - $157.31 $2.37M - $2.58M
16.4K $2.39M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
158K
New
$11.18 - $13.68 $1.77M - $2.16M
158K $2.01M
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
28.3K
New
N/A
28.3K $1.58M
CSWI
Csw Industrials, Inc.

Industrials
3.84K
New
$352.8 - $432.01 $1.35M - $1.66M
3.84K $1.35M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
50.8K
New
$22.39 - $23.45 $1.14M - $1.19M
50.8K $1.17M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
70.2K
New
$9.95 - $12.23 $698K - $858K
70.2K $823K
WSM
Williams Sonoma Inc

Consumer Cyclical
2.88K
New
$129.13 - $198.21 $372K - $571K
2.88K $533K
DNP
Dnp Select Income Fund Inc

Financial Services
54.4K
New
$8.82 - $9.96 $480K - $542K
54.4K $479K
FPE
First Tr Pfd Secs & Income ETF

ETFs
26.7K
New
$17.65 - $18.18 $472K - $486K
26.7K $473K
EME
Emcor Group, Inc.

Industrials
967
New
$427.96 - $526.95 $414K - $510K
967 $438K
LAMR
Lamar Advertising CO

Real Estate
3.4K
New
$121.37 - $138.11 $412K - $469K
3.4K $413K
MDB
Mongo Db, Inc.

Technology
1.77K
New
$232.81 - $350.13 $413K - $621K
1.77K $412K
SNOW
Snowflake Inc.

Technology
2.57K
New
$109.65 - $186.51 $282K - $479K
2.57K $396K
UTHR
United Therapeutics Corp

Healthcare
1.07K
New
$348.66 - $410.0 $372K - $437K
1.07K $376K
NBIX
Neurocrine Biosciences Inc

Healthcare
2.74K
New
$111.62 - $139.44 $305K - $381K
2.74K $373K
ATR
Aptargroup, Inc.

Healthcare
2.35K
New
$156.73 - $176.15 $368K - $414K
2.35K $369K
CSL
Carlisle Companies Inc

Industrials
987
New
$368.67 - $480.91 $364K - $475K
987 $364K
WSO
Watsco Inc

Industrials
757
New
$466.57 - $568.78 $353K - $431K
757 $358K
ABCB
Ameris Bancorp

Financial Services
5.62K
New
$60.0 - $72.37 $337K - $407K
5.62K $351K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
2.64K
New
$110.69 - $154.48 $292K - $408K
2.64K $335K
IBKR
Interactive Brokers Group, Inc.

Financial Services
1.88K
New
$138.3 - $192.95 $260K - $363K
1.88K $332K
TAP
Molson Coors Beverage CO

Consumer Defensive
5.67K
New
$53.97 - $63.88 $306K - $362K
5.67K $324K
NGG
National Grid PLC

Utilities
5.43K
New
$57.68 - $70.03 $313K - $380K
5.43K $322K
DXCM
Dexcom Inc

Healthcare
4.14K
New
$65.68 - $81.01 $272K - $335K
4.14K $321K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
3.17K
New
$77.15 - $104.91 $244K - $332K
3.17K $319K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
1.39K
New
$193.7 - $235.05 $269K - $326K
1.39K $317K
WBS
Webster Financial Corp

Financial Services
5.72K
New
$44.33 - $62.82 $253K - $359K
5.72K $315K
WCC
Wesco International Inc

Industrials
1.74K
New
$164.11 - $213.19 $285K - $370K
1.74K $314K
MANH
Manhattan Associates Inc

Technology
1.16K
New
$263.36 - $309.78 $307K - $361K
1.16K $314K
SLG
Sl Green Realty Corp

Real Estate
4.48K
New
$66.24 - $81.13 $297K - $363K
4.48K $304K
GMED
Globus Medical Inc

Healthcare
3.63K
New
$69.79 - $85.61 $254K - $311K
3.63K $300K
DTM
Dt Midstream, Inc.

Energy
3.01K
New
$78.85 - $108.56 $237K - $327K
3.01K $299K
TTEK
Tetra Tech Inc

Industrials
7.51K
New
$39.8 - $50.52 $299K - $379K
7.51K $299K
USO
United States Oil Fund, LP

ETFs
3.93K
New
$69.66 - $79.2 $274K - $312K
3.93K $297K
STAG
Stag Industrial, Inc.

Real Estate
8.69K
New
$33.22 - $39.1 $289K - $340K
8.69K $294K
FIX
Comfort Systems Usa Inc

Industrials
688
New
$370.68 - $504.12 $255K - $347K
688 $291K
BMO
Bank Of Montreal

Financial Services
2.94K
New
$89.75 - $103.39 $264K - $304K
2.94K $284K
TTC
Toro CO

Industrials
3.54K
New
$80.1 - $88.44 $283K - $313K
3.54K $283K
SNX
Td Synnex Corp

Technology
2.38K
New
$114.71 - $125.79 $273K - $300K
2.38K $279K
RL
Ralph Lauren Corp

Consumer Cyclical
1.18K
New
$192.23 - $233.41 $226K - $275K
1.18K $272K
OC
Owens Corning

Industrials
1.6K
New
$169.41 - $210.81 $271K - $337K
1.6K $272K
NVT
N Vent Electric PLC

Industrials
3.99K
New
$67.69 - $79.19 $270K - $316K
3.99K $271K
TRP
Tc Energy Corp

Energy
5.8K
New
$44.03 - $50.23 $255K - $291K
5.8K $269K
BURL
Burlington Stores, Inc.

Consumer Cyclical
928
New
$242.7 - $295.49 $225K - $274K
928 $264K
SKX
Skechers Usa Inc

Consumer Cyclical
3.94K
New
$59.24 - $72.0 $233K - $284K
3.94K $264K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.83K
New
$66.77 - $71.52 $255K - $274K
3.83K $263K
ENSG
Ensign Group, Inc

Healthcare
1.98K
New
$132.78 - $156.91 $263K - $311K
1.98K $263K
CRDO
Credo Technology Group Holding LTD

Technology
3.9K
New
$30.16 - $77.25 $118K - $301K
3.9K $262K
IOO
Ishares Tr Global 100 ETF

ETFs
2.61K
New
$97.46 - $103.45 $254K - $270K
2.61K $262K
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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