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
STE
Steris PLC

Healthcare
2.45K
New
$202.46 - $232.74 $497K - $571K
2.45K $556K
CCK
Crown Holdings Inc

Consumer Cyclical
6.02K
New
$78.77 - $91.74 $474K - $552K
6.02K $537K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
7.89K
New
$60.44 - $69.57 $477K - $549K
7.89K $525K
AVES
American Centy ETF Tr Avantis

ETFs
10.2K
New
$44.71 - $48.65 $455K - $495K
10.2K $480K
RBLX
Roblox Corp

Communication Services
8.13K
New
$53.77 - $75.47 $437K - $613K
8.13K $473K
DFSV
Dimensional ETF Tr Dimensional

ETFs
16K
New
$27.56 - $32.1 $442K - $515K
16K $451K
DFSD
Dimensional ETF Tr Short Durat

ETFs
9.46K
New
$46.74 - $47.55 $442K - $450K
9.46K $449K
SEB
Seaboard Corp

Industrials
164
New
$2422.16 - $2992.67 $397K - $491K
164 $442K
DAKT
Daktronics Inc

Technology
36.3K
New
$11.95 - $17.59 $434K - $639K
36.3K $442K
PINS
Pinterest, Inc.

Communication Services
13.9K
New
$29.79 - $40.0 $414K - $556K
13.9K $430K
AUB
Atlantic Union Bankshares Corp

Financial Services
13.2K
New
$30.68 - $39.07 $405K - $516K
13.2K $411K
RPRX
Royalty Pharma PLC

Healthcare
12.6K
New
$25.75 - $33.86 $325K - $427K
12.6K $392K
VICI
Vici Properties Inc.

Real Estate
11.5K
New
$28.21 - $32.68 $326K - $377K
11.5K $376K
HAS
Hasbro, Inc.

Consumer Cyclical
5.96K
New
$56.16 - $69.06 $335K - $412K
5.96K $366K
TOST
Toast, Inc.

Technology
10.8K
New
$32.61 - $41.98 $351K - $451K
10.8K $356K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.06K
New
$333.37 - $384.99 $354K - $408K
1.06K $354K
BWXT
Bwx Technologies, Inc.

Industrials
3.58K
New
$96.59 - $128.46 $346K - $460K
3.58K $352K
HSBC
Hsbc Holdings PLC

Financial Services
6.07K
New
$48.68 - $61.58 $296K - $374K
6.07K $348K
NET
Cloudflare, Inc.

Technology
3.09K
New
$110.71 - $176.5 $343K - $546K
3.09K $348K
ITT
Itt Inc.

Industrials
2.69K
New
$128.71 - $153.88 $347K - $414K
2.69K $347K
AVSE
American Centy ETF Tr Avantis

ETFs
6.72K
New
$48.73 - $53.38 $328K - $359K
6.72K $345K
EHC
Encompass Health Corp

Healthcare
3.35K
New
$91.05 - $102.2 $305K - $342K
3.35K $338K
PHG
Koninklijke Philips Nv

Healthcare
13.1K
New
$24.92 - $28.61 $327K - $375K
13.1K $332K
CLH
Clean Harbors Inc

Industrials
1.68K
New
$188.14 - $246.1 $316K - $413K
1.68K $330K
FNV
Franco Nevada Corp

Basic Materials
2.09K
New
$120.72 - $157.56 $253K - $330K
2.09K $329K
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.57K
New
$85.29 - $92.57 $305K - $331K
3.57K $325K
WAFD
Washington Federal Inc

Financial Services
11.2K
New
$27.4 - $32.6 $306K - $364K
11.2K $319K
MOH
Molina Healthcare, Inc.

Healthcare
956
New
$266.57 - $333.27 $255K - $319K
956 $314K
KBR
Kbr, Inc.

Industrials
6.3K
New
$47.88 - $60.47 $302K - $381K
6.3K $313K
LRN
Stride, Inc.

Consumer Defensive
2.44K
New
$106.34 - $142.28 $259K - $346K
2.44K $308K
IRBO
Ishares Robotics & Artificial

ETFs
9.5K
New
N/A
9.5K $304K
VONE
Vanguard Russell 1000 ETF

ETFs
1.19K
New
$250.16 - $278.79 $298K - $332K
1.19K $302K
CW
Curtiss Wright Corp

Industrials
955
New
$304.82 - $384.07 $291K - $367K
955 $302K
PHO
Invesco Exchange Traded Fd Tr

ETFs
4.64K
New
$63.77 - $68.75 $296K - $319K
4.64K $299K
MKTX
Marketaxess Holdings Inc

Financial Services
1.39K
New
$189.81 - $226.47 $263K - $314K
1.39K $299K
MLI
Mueller Industries Inc

Industrials
3.93K
New
$76.14 - $82.67 $299K - $325K
3.93K $298K
RIO
Rio Tinto PLC

Basic Materials
4.97K
New
$58.19 - $64.29 $289K - $320K
4.97K $298K
DTH
Wisdomtree Tr

ETFs
7K
New
$37.33 - $43.33 $261K - $303K
7K $297K
TDY
Teledyne Technologies Inc

Technology
596
New
$455.51 - $518.84 $271K - $309K
596 $296K
NOVT
Novanta Inc

Technology
1.87K
New
N/A
1.87K $294K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.87K
New
$100.34 - $100.68 $288K - $289K
2.87K $289K
SE
Sea LTD

Consumer Cyclical
2.19K
New
$104.87 - $146.31 $229K - $320K
2.19K $285K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
6.16K
New
$34.58 - $45.97 $213K - $283K
6.16K $282K
PBI
Pitney Bowes Inc

Industrials
30.8K
New
$7.03 - $10.86 $217K - $335K
30.8K $278K
FMX
Mexican Economic Development Inc

Consumer Defensive
2.82K
New
$81.23 - $100.59 $229K - $283K
2.82K $274K
MUSA
Murphy Usa Inc.

Consumer Cyclical
561
New
$435.02 - $515.95 $244K - $289K
561 $263K
PFGC
Performance Food Group CO

Consumer Defensive
3.32K
New
$74.86 - $90.93 $249K - $302K
3.32K $261K
VDC
Vanguard Consumer Staples ETF

ETFs
1.19K
New
$206.54 - $226.16 $246K - $269K
1.19K $260K
X
United States Steel Corp

Basic Materials
6.14K
New
$30.47 - $43.0 $187K - $264K
6.14K $259K
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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