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
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3.69K
New
$63.07 - $73.5 $233K - $271K
3.69K $259K
WTS
Watts Water Technologies Inc

Industrials
1.27K
New
$195.28 - $224.67 $248K - $285K
1.27K $258K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
1.55K
New
$166.63 - $185.86 $258K - $288K
1.55K $258K
MEDP
Medpace Holdings, Inc.

Healthcare
839
New
$304.69 - $360.97 $256K - $303K
839 $255K
DKL
Delek Logistics Partners, LP

Energy
5.77K
New
$40.02 - $45.32 $231K - $261K
5.77K $249K
BRBR
Bellring Brands, Inc.

Consumer Defensive
3.32K
New
$65.4 - $79.39 $217K - $263K
3.32K $246K
DSGX
Descartes Systems Group Inc

Technology
2.43K
New
$96.4 - $122.5 $234K - $298K
2.43K $245K
OKTA
Okta, Inc.

Technology
2.32K
New
$78.83 - $116.72 $182K - $270K
2.32K $243K
TW
Tradeweb Markets Inc.

Financial Services
1.63K
New
$123.42 - $148.46 $201K - $242K
1.63K $242K
ZM
Zoom Video Communications, Inc.

Technology
3.29K
New
$72.23 - $88.64 $238K - $292K
3.29K $242K
REXR
Rexford Industrial Realty, Inc.

Real Estate
6.15K
New
$37.17 - $41.44 $228K - $255K
6.15K $240K
DOCU
Docusign, Inc.

Technology
2.94K
New
$74.7 - $97.7 $220K - $287K
2.94K $239K
ACI
Albertsons Companies, Inc.

Consumer Defensive
10.8K
New
$19.58 - $22.02 $211K - $238K
10.8K $237K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.2K
New
$67.08 - $76.14 $215K - $244K
3.2K $236K
AMH
American Homes 4 Rent

Real Estate
6.23K
New
$34.43 - $37.81 $214K - $236K
6.23K $235K
JNK
Spdr Bloomberg High Yield Bond

ETFs
2.48K
New
$94.86 - $97.12 $235K - $240K
2.48K $235K
MHK
Mohawk Industries Inc

Consumer Cyclical
2.06K
New
$110.92 - $130.83 $228K - $269K
2.06K $234K
GHC
Graham Holdings CO

Consumer Defensive
243
New
$854.34 - $983.77 $208K - $239K
243 $233K
SAIA
Saia Inc

Industrials
664
New
$349.29 - $508.47 $232K - $338K
664 $232K
MGY
Magnolia Oil & Gas Corp

Energy
9.19K
New
$22.26 - $26.58 $205K - $244K
9.19K $232K
HRB
H&R Block Inc

Consumer Cyclical
4.2K
New
$49.96 - $55.97 $210K - $235K
4.2K $230K
TGTX
Tg Therapeutics, Inc.

Healthcare
5.82K
New
$27.67 - $42.99 $161K - $250K
5.82K $229K
IBDV
Ishares Tr

Technology
10.5K
New
$21.11 - $21.73 $221K - $227K
10.5K $227K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
6.85K
New
$32.96 - $44.43 $226K - $304K
6.85K $227K
CNM
Core & Main, Inc.

Industrials
4.69K
New
$46.27 - $57.26 $217K - $269K
4.69K $226K
RGLD
Royal Gold Inc

Basic Materials
1.39K
New
$132.55 - $163.51 $184K - $226K
1.39K $226K
VNT
Vontier Corp

Technology
6.91K
New
$32.1 - $40.32 $222K - $279K
6.91K $226K
MRNA
Moderna, Inc.

Healthcare
7.94K
New
$28.35 - $47.53 $225K - $378K
7.94K $225K
AFG
American Financial Group Inc

Financial Services
1.72K
New
$119.82 - $138.45 $206K - $238K
1.72K $225K
AER
Aer Cap Holdings N.V.

Industrials
2.21K
New
$94.11 - $105.78 $208K - $233K
2.21K $225K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
8.99K
New
$24.66 - $26.1 $222K - $235K
8.99K $224K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
4.12K
New
$47.66 - $57.45 $196K - $236K
4.12K $223K
ALLE
Allegion PLC

Industrials
1.71K
New
$123.79 - $135.5 $211K - $231K
1.71K $222K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.39K
New
$91.45 - $91.75 $219K - $219K
2.39K $219K
SHG
Shinhan Financial Group CO LTD

Financial Services
6.32K
New
N/A
6.32K $218K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
10.5K
New
$20.1 - $20.8 $211K - $219K
10.5K $218K
TDS
Telephone & Data Systems Inc

Communication Services
5.58K
New
$32.18 - $40.31 $180K - $225K
5.58K $216K
ELS
Equity Lifestyle Properties Inc

Real Estate
3.23K
New
$64.36 - $69.32 $208K - $224K
3.23K $215K
BLD
Top Build Corp

Industrials
699
New
$295.17 - $354.82 $206K - $248K
699 $213K
JLL
Jones Lang Lasalle Inc

Real Estate
841
New
$238.0 - $284.76 $200K - $239K
841 $208K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
771
New
$233.07 - $290.7 $180K - $224K
771 $208K
INVH
Invitation Homes Inc.

Real Estate
5.98K
New
$30.28 - $34.85 $181K - $208K
5.98K $208K
EXP
Eagle Materials Inc

Basic Materials
936
New
$207.49 - $262.13 $194K - $245K
936 $207K
PIPR
Piper Sandler Companies

Financial Services
835
New
$244.29 - $323.68 $204K - $270K
835 $206K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
3.02K
New
$67.03 - $74.61 $203K - $226K
3.02K $205K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
4K
New
$50.87 - $51.09 $203K - $204K
4K $203K
AVT
Avnet Inc

Technology
4.23K
New
$46.61 - $54.65 $197K - $231K
4.23K $203K
XPO
Xpo Logistics, Inc.

Industrials
1.89K
New
$106.12 - $148.16 $200K - $280K
1.89K $203K
WWD
Woodward, Inc.

Industrials
1.1K
New
$171.38 - $195.22 $189K - $215K
1.1K $201K
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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