Hb Wealth Management, LLC New Holdings in Q3 2024

Hb Wealth Management, LLC

  • $9.29 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GLDD
Great Lakes Dredge & Dock Corp

Industrials
133K
New
$8.1 - $10.79 $1.08M - $1.44M
133K $1.4M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
44.4K
New
$25.38 - $26.27 $1.13M - $1.17M
44.4K $1.17M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
12.5K
New
$53.01 - $82.74 $664K - $1.04M
12.5K $811K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
12.8K
New
$47.18 - $48.74 $605K - $625K
12.8K $624K
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
14.3K
New
$41.04 - $43.51 $587K - $622K
14.3K $617K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
13K
New
$45.6 - $46.83 $593K - $609K
13K $609K
ASPN
Aspen Aerogels Inc

Industrials
21.4K
New
$18.5 - $31.72 $395K - $678K
21.4K $591K
USRT
Ishares Core U.S. Reit ETF

ETFs
9.59K
New
$53.07 - $62.66 $509K - $601K
9.59K $590K
IDEV
Ishares Core Msci Intl Develop

ETFs
6.78K
New
$63.46 - $71.43 $430K - $485K
6.78K $480K
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
22.2K
New
$21.05 - $21.17 $466K - $469K
22.2K $467K
CADL
Candel Therapeutics, Inc.

Healthcare
56.7K
New
$5.02 - $7.76 $284K - $440K
56.7K $392K
OMFL
Invesco Exchange Traded Self I

ETFs
7.01K
New
$47.65 - $52.99 $334K - $372K
7.01K $371K
TPR
Tapestry, Inc.

Consumer Cyclical
7.74K
New
$36.29 - $47.94 $281K - $371K
7.74K $363K
CG
Carlyle Group Inc.

Financial Services
8.29K
New
$37.24 - $49.74 $309K - $412K
8.29K $357K
EYE
National Vision Holdings, Inc.

Consumer Cyclical
32K
New
$9.68 - $14.46 $310K - $463K
32K $349K
VST
Vistra Corp.

Utilities
2.93K
New
$69.0 - $119.06 $202K - $348K
2.93K $346K
SBAC
Sba Communications Corp

Real Estate
1.39K
New
$189.0 - $245.01 $263K - $341K
1.39K $334K
MSTR
Microstrategy Inc

Technology
1.88K
New
$114.3 - $1800.09 $215K - $3.38M
1.88K $316K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
6.57K
New
$44.83 - $47.42 $295K - $312K
6.57K $309K
PFEB
Innovator U.S. Equity Power Bu

ETFs
8.56K
New
$34.29 - $36.04 $293K - $308K
8.56K $308K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
7.4K
New
$38.51 - $41.69 $285K - $308K
7.4K $308K
INGR
Ingredion Inc

Consumer Defensive
2.21K
New
$111.98 - $137.59 $248K - $304K
2.21K $304K
AEE
Ameren Corp

Utilities
3.42K
New
$70.45 - $87.46 $241K - $299K
3.42K $299K
VNO
Vornado Realty Trust

Real Estate
7.51K
New
$25.5 - $39.4 $191K - $296K
7.51K $295K
LII
Lennox International Inc

Industrials
482
New
$523.72 - $620.83 $252K - $299K
482 $291K
ENPH
Enphase Energy, Inc.

Technology
2.53K
New
$95.77 - $123.65 $242K - $313K
2.53K $285K
ALGN
Align Technology Inc

Healthcare
1.1K
New
$204.03 - $257.2 $225K - $283K
1.1K $280K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
3.37K
New
$73.86 - $84.2 $249K - $284K
3.37K $278K
SITE
Site One Landscape Supply, Inc.

Industrials
1.74K
New
$115.64 - $153.52 $201K - $267K
1.74K $262K
NANR
Spdr Index Shs Fds S&P North A

ETFs
4.43K
New
$51.89 - $57.3 $230K - $254K
4.43K $250K
JNK
Spdr Bloomberg High Yield Bond

ETFs
2.54K
New
$93.65 - $97.81 $237K - $248K
2.54K $247K
ARES
Ares Management Corp

Financial Services
1.59K
New
$133.73 - $158.05 $212K - $251K
1.59K $247K
PNFP
Pinnacle Financial Partners Inc

Financial Services
2.53K
New
$76.97 - $100.56 $195K - $254K
2.53K $247K
GWRE
Guidewire Software, Inc.

Technology
1.35K
New
$137.04 - $182.94 $185K - $247K
1.35K $246K
PPL
Ppl Corp

Utilities
7.46K
New
$27.36 - $33.08 $204K - $247K
7.46K $246K
NI
Nisource Inc.

Utilities
7.07K
New
$28.54 - $34.64 $202K - $245K
7.07K $244K
APP
App Lovin Corp

Technology
1.81K
New
$67.14 - $130.65 $121K - $236K
1.81K $236K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
7.03K
New
$26.09 - $33.19 $183K - $233K
7.03K $233K
RACE
Ferrari N.V.

Consumer Cyclical
494
New
$405.92 - $496.79 $201K - $245K
494 $232K
QTWO
Q2 Holdings, Inc.

Technology
2.9K
New
$60.19 - $81.55 $175K - $237K
2.9K $231K
RS
Reliance Steel & Aluminum CO

Basic Materials
791
New
$271.23 - $308.75 $215K - $244K
791 $228K
OTEX
Open Text Corp

Technology
6.81K
New
$28.49 - $33.63 $194K - $229K
6.81K $226K
OGE
Oge Energy Corp.

Utilities
5.53K
New
$35.12 - $41.18 $194K - $228K
5.53K $226K
HMOP
Hartford Fds Exchange Traded T

ETFs
5.74K
New
$38.61 - $39.46 $221K - $226K
5.74K $225K
UNM
Unum Group

Financial Services
3.78K
New
$49.81 - $59.44 $188K - $225K
3.78K $224K
EQR
Equity Residential

Real Estate
2.99K
New
$67.19 - $78.09 $201K - $234K
2.99K $222K
BNS
Bank Of Nova Scotia

Financial Services
4.08K
New
$44.71 - $54.78 $182K - $223K
4.08K $222K
GL
Globe Life Inc.

Financial Services
2.07K
New
$80.92 - $109.6 $168K - $227K
2.07K $219K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
2.33K
New
$85.03 - $94.56 $198K - $220K
2.33K $216K
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
Track This Portfolio

Track Hb Wealth Management, LLC Portfolio

Follow Hb Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hb Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email