Hb Wealth Management, LLC New Holdings in Q1 2025

Hb Wealth Management, LLC

  • $11.8 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
3.78M
New
$45.56 - $47.23 $172M - $178M
3.78M $178M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1.01M
New
$108.02 - $120.45 $109M - $122M
1.01M $111M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
3.12M
New
N/A
3.12M $98.4M
HTRB
Hartford Fds Total Return Bd E

ETFs
1.95M
New
$33.03 - $34.09 $64.5M - $66.5M
1.95M $66.1M
AVUV
American Centy ETF Tr Avantis

ETFs
752K
New
$84.95 - $100.62 $63.9M - $75.6M
752K $65.5M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
1.78M
New
$31.09 - $34.34 $55.3M - $61.1M
1.78M $59.1M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
1.12M
New
$46.45 - $47.26 $52M - $52.9M
1.12M $52.9M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
179K
New
$107.24 - $116.37 $19.2M - $20.8M
179K $20.8M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
212K
New
$40.79 - $42.32 $8.67M - $8.99M
212K $8.94M
AVDV
American Centy ETF Tr Avantis

ETFs
127K
New
$63.74 - $71.96 $8.12M - $9.16M
127K $8.88M
AXSM
Axsome Therapeutics, Inc.

Healthcare
55K
New
$80.05 - $137.75 $4.41M - $7.58M
55K $6.42M
WCN
Waste Connections, Inc.

Industrials
27.6K
New
$169.89 - $195.19 $4.68M - $5.38M
27.6K $5.38M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
56.2K
New
$60.74 - $73.87 $3.41M - $4.15M
56.2K $4.15M
TECH
Bio Techne Corp

Healthcare
54.7K
New
$58.47 - $78.75 $3.2M - $4.31M
54.7K $3.21M
SHV
Ishares Tr

ETFs
23.3K
New
$110.11 - $110.51 $2.57M - $2.58M
23.3K $2.57M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
94.7K
New
$25.35 - $27.46 $2.4M - $2.6M
94.7K $2.5M
FRPH
Frp Holdings, Inc.

Real Estate
69.3K
New
$27.55 - $31.52 $1.91M - $2.18M
69.3K $1.98M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
28.2K
New
$58.04 - $65.84 $1.63M - $1.85M
28.2K $1.79M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
34.3K
New
$50.48 - $51.04 $1.73M - $1.75M
34.3K $1.74M
AVSU
American Centy ETF Tr Avantis

ETFs
24.1K
New
$61.4 - $69.08 $1.48M - $1.66M
24.1K $1.5M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
30.2K
New
$43.76 - $45.31 $1.32M - $1.37M
30.2K $1.36M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
21.2K
New
$62.28 - $71.92 $1.32M - $1.52M
21.2K $1.34M
BZH
Beazer Homes Usa Inc

Consumer Cyclical
57.6K
New
$20.27 - $28.57 $1.17M - $1.64M
57.6K $1.17M
CNI
Canadian National Railway CO

Industrials
12K
New
$95.46 - $106.79 $1.14M - $1.28M
12K $1.17M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
30K
New
$33.37 - $38.01 $1M - $1.14M
30K $1.12M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
47.2K
New
N/A
47.2K $1.12M
DFAE
Dimensional ETF Tr

ETFs
43.3K
New
$24.64 - $26.86 $1.07M - $1.16M
43.3K $1.12M
AVSC
American Centy ETF Tr Avantis
23K
New
$48.08 - $56.12 $1.11M - $1.29M
23K $1.11M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
23K
New
$47.35 - $48.24 $1.09M - $1.11M
23K $1.09M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
21K
New
$46.77 - $52.97 $983K - $1.11M
21K $987K
EXPD
Expeditors International Of Washington Inc

Industrials
8.2K
New
$109.09 - $126.48 $894K - $1.04M
8.2K $985K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
18.6K
New
$51.45 - $58.51 $958K - $1.09M
18.6K $963K
DFIC
Dimensional ETF Tr Dimensional

ETFs
33.6K
New
$25.54 - $28.79 $858K - $968K
33.6K $933K
PDP
Invesco Exchange Traded Fd Tr

ETFs
9.27K
New
$96.95 - $116.13 $898K - $1.08M
9.27K $926K
ALGN
Align Technology Inc

Healthcare
5.67K
New
$158.86 - $234.89 $901K - $1.33M
5.67K $901K
MORN
Morningstar, Inc.

Financial Services
2.73K
New
$282.49 - $334.73 $772K - $915K
2.73K $819K
FFIV
F5, Inc.

Technology
2.91K
New
$251.75 - $310.6 $733K - $904K
2.91K $774K
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
36.5K
New
$20.2 - $20.86 $738K - $762K
36.5K $737K
RPAY
Repay Holdings Corp

Technology
130K
New
$5.48 - $7.7 $714K - $1M
130K $726K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
8.34K
New
N/A
8.34K $715K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
7.6K
New
$89.18 - $104.04 $677K - $790K
7.6K $695K
OUNZ
Van Eck Merk Gold Trust

ETFs
22.8K
New
$25.41 - $30.14 $581K - $689K
22.8K $688K
IAG
Iamgold Corp

Basic Materials
109K
New
$5.11 - $6.61 $557K - $720K
109K $681K
BERY
Berry Global Group, Inc.

Consumer Cyclical
9.52K
New
$64.35 - $73.03 $613K - $695K
9.52K $664K
EFG
Msci Eafe Growth ETF

ETFs
6.49K
New
$96.1 - $106.37 $623K - $690K
6.49K $648K
BNDX
Vanguard Total International B

ETFs
13.2K
New
$48.33 - $49.5 $638K - $654K
13.2K $644K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
9.38K
New
$65.27 - $71.18 $612K - $668K
9.38K $622K
SU
Suncor Energy Inc

Energy
15.9K
New
$34.27 - $40.63 $545K - $646K
15.9K $615K
AVSD
American Centy ETF Tr Avantis

ETFs
9.75K
New
$54.89 - $62.11 $535K - $606K
9.75K $584K
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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