Hb Wealth Management, LLC Reduced Holdings in Q3 2024

Hb Wealth Management, LLC

  • $9.29 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LNC
Lincoln National Corp

Financial Services
-399
- 2.04%
$28.71 - $34.05 $11.5K - $13.6K
19.2K $604K
VLRS
Controladora Vuela Compania De Aviacion, S.A.B. De C.V.

Industrials
-570
- 0.7%
$5.37 - $6.81 $3.06K - $3.88K
80.8K $512K
SCHO
Schwab Short Term Us Treasury

ETFs
-179
- 2.85%
$47.93 - $49.06 $8.58K - $8.78K
6.1K $298K
OLPX
Olaplex Holdings, Inc.

Consumer Cyclical
-9.47K
- 40.02%
$1.4 - $2.62 $13.3K - $24.8K
14.2K $33K
UMC
United Microelectronics Corp

Technology
-14
- 0.13%
$7.43 - $8.89 $104 - $124
10.6K $89K
BHP
Bhp Group LTD

Basic Materials
-362
- 9.07%
$51.32 - $62.11 $18.6K - $22.5K
3.63K $225K
NRZ
New Residential Investment Corp.

Real Estate
-109
- 0.79%
N/A
13.6K $98K
RIO
Rio Tinto PLC

Basic Materials
-258
- 7.37%
$59.71 - $71.21 $15.4K - $18.4K
3.25K $230K
Schwab Charles Family Fd
-4.22M
- 18.91%
N/A
18.1M $0
Kenvue Inc
-7.42K
- 36.79%
N/A
12.7K $0
VUSB
Vanguard Bd Index Fds
-84.3K
- 71.09%
N/A
34.3K $0
Sharkninja Inc
-4K
- 50.0%
N/A
4K $0
TAFI
Ab Active Etfs Inc Tax Aware S
-3.75K
- 12.03%
N/A
27.4K $0
Ab Active Etfs Inc
-3.67K
- 12.89%
N/A
24.8K $0
CRH.L
Crh PLC

Basic Materials
-433
- 0.4%
N/A
107K $0
Cooper Cos Inc
-177
- 7.01%
N/A
2.35K $0
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-164
- 8.25%
$1015.62 - $1159.62 $167K - $190K
1.82K $2.1M
SCHR
Schwab Intermediate Term Us Tr

ETFs
-272
- 3.16%
$48.4 - $50.91 $13.2K - $13.8K
8.33K $421K
DKL
Delek Logistics Partners, LP

Energy
-315
- 6.29%
$37.98 - $44.03 $12K - $13.9K
4.69K $205K
UAL
United Airlines Holdings, Inc.

Industrials
-519
- 12.62%
$37.88 - $58.85 $19.7K - $30.5K
3.59K $205K
WTW
Willis Towers Watson PLC

Financial Services
-337
- 10.37%
$257.34 - $294.53 $86.7K - $99.3K
2.91K $857K
CSGP
Costar Group, Inc.

Real Estate
-6
- 0.1%
$71.59 - $79.61 $430 - $478
6.07K $457K
NOK
Nokia Corp

Technology
-158
- 1.24%
$3.62 - $4.48 $572 - $708
12.6K $55K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-578
- 17.94%
$85.44 - $110.36 $49.4K - $63.8K
2.64K $291K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
-7
- 0.05%
$17.93 - $18.61 $126 - $130
12.7K $236K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-21
- 0.32%
$51.02 - $52.74 $1.07K - $1.11K
6.6K $347K
MBB
Ishares Tr

ETFs
-24
- 0.83%
$90.85 - $96.66 $2.18K - $2.32K
2.86K $273K
TTE
Total Energies Se

Energy
-146
- 1.4%
$68.61 - $68.61 $10K - $10K
10.3K $704K
XT
Ishares Tr Exponential Technol

ETFs
-130
- 1.42%
$54.51 - $61.59 $7.09K - $8.01K
9K $547K
WAT
Waters Corp

Healthcare
-137
- 16.08%
$282.7 - $359.89 $38.7K - $49.3K
715 $257K
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
-525
- 1.64%
$3.21 - $3.8 $1.69K - $2K
31.5K $118K
YEXT
Yext, Inc.

Technology
-5K
- 16.63%
$4.8 - $6.92 $24K - $34.6K
25.1K $173K
SON
Sonoco Products CO

Consumer Cyclical
-223
- 3.3%
$48.33 - $56.57 $10.8K - $12.6K
6.53K $356K
MRVL
Marvell Technology, Inc.

Technology
-275
- 1.8%
$56.15 - $76.24 $15.4K - $21K
15K $1.08M
NTRS
Northern Trust Corp

Financial Services
-37
- 1.24%
$82.48 - $92.62 $3.05K - $3.43K
2.95K $265K
EXPE
Expedia Group, Inc.

Consumer Cyclical
-228
- 10.15%
$112.12 - $149.09 $25.6K - $34K
2.02K $298K
ROL
Rollins Inc

Consumer Cyclical
-278
- 1.56%
$45.93 - $51.4 $12.8K - $14.3K
17.6K $888K
UWMC
Uwm Holdings Corp

Financial Services
-102
- 0.89%
$6.62 - $9.52 $675 - $971
11.4K $97K
RGA
Reinsurance Group Of America Inc

Financial Services
-23
- 1.07%
$192.62 - $225.79 $4.43K - $5.19K
2.12K $461K
BEPC
Brookfield Renewable Corp

Utilities
-1.07K
- 7.82%
$26.92 - $32.89 $28.9K - $35.3K
12.6K $412K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-110
- 1.91%
$175.46 - $203.3 $19.3K - $22.4K
5.65K $1.15M
ALC
Alcon Inc

Healthcare
-35
- 1.4%
$88.07 - $100.79 $3.08K - $3.53K
2.47K $246K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-1.65K
- 4.36%
$69.61 - $79.56 $115K - $131K
36.2K $2.84M
BNL
Broadstone Net Lease, Inc.

Real Estate
-1.8K
- 8.5%
$15.64 - $18.95 $28.2K - $34.1K
19.4K $367K
XLC
Select Sector Spdr Tr Communic

ETFs
-97
- 1.13%
$82.16 - $90.4 $7.97K - $8.77K
8.47K $765K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-121
- 2.5%
$58.35 - $66.29 $7.06K - $8.02K
4.72K $313K
EBAY
Ebay Inc

Consumer Cyclical
-1.44K
- 12.81%
$52.61 - $65.44 $75.5K - $94K
9.77K $636K
WPM
Wheaton Precious Metals Corp.

Basic Materials
-116
- 2.42%
$52.04 - $64.22 $6.04K - $7.45K
4.68K $286K
CNC
Centene Corp

Healthcare
-517
- 6.16%
$64.89 - $80.23 $33.5K - $41.5K
7.88K $593K
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
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