Hb Wealth Management, LLC Sells in Q4 2024

Hb Wealth Management, LLC

  • $9.75 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HD
Home Depot, Inc.

Consumer Cyclical
-14K
- 2.05%
$385.02 - $431.37 $5.4M - $6.05M
670K $261M
ALB
Albemarle Corp

Basic Materials
-30K
- 5.45%
$86.08 - $111.3 $2.58M - $3.34M
520K $44.8M
VEU
Vanguard Ftse All World Ex Us

ETFs
-2.72K
- 0.27%
$57.29 - $63.1 $156K - $172K
989K $56.8M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-82.3K
- 76.64%
$56.06 - $61.35 $4.62M - $5.05M
25.1K $1.42M
VGSH
Vanguard

ETFs
-67.7K
- 44.35%
$58.02 - $58.88 $3.93M - $3.98M
84.9K $4.94M
NKE
Nike, Inc.

Consumer Cyclical
-30.3K
- 41.84%
$73.36 - $89.13 $2.22M - $2.7M
42.1K $3.18M
ELV
Elevance Health, Inc.

Healthcare
-719
- 4.59%
$365.96 - $514.62 $263K - $370K
15K $5.52M
XOM
Exxon Mobil Corp

Energy
-6.05K
- 3.66%
$105.51 - $125.37 $639K - $759K
159K $17.1M
AMD
Advanced Micro Devices Inc

Technology
-3.52K
- 8.4%
$118.88 - $172.8 $418K - $608K
38.4K $4.64M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
-140K
- 78.7%
$12.1 - $13.76 $1.7M - $1.93M
38K $459K
GPC
Genuine Parts CO

Consumer Cyclical
-632
- 0.82%
$113.11 - $143.63 $71.5K - $90.8K
76.2K $8.9M
APD
Air Products & Chemicals, Inc.

Basic Materials
-5.35K
- 16.48%
$285.5 - $335.62 $1.53M - $1.79M
27.1K $7.86M
TGT
Target Corp

Consumer Defensive
-991
- 1.26%
$121.59 - $160.69 $120K - $159K
77.6K $10.5M
VTV
Vanguard Value ETF

ETFs
-7.82K
- 17.73%
$168.32 - $181.87 $1.32M - $1.42M
36.3K $6.15M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-31.8K
- 76.22%
$43.84 - $48.76 $1.39M - $1.55M
9.91K $436K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-31
- 0.02%
$75.1 - $82.99 $2.33K - $2.57K
181K $13.7M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-2.73K
- 3.01%
$131.66 - $144.0 $359K - $393K
87.8K $11.6M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-6.95K
- 2.71%
$80.93 - $85.66 $563K - $595K
249K $20.2M
CI
Cigna Corp

Healthcare
-342
- 3.32%
$265.59 - $358.58 $90.8K - $123K
9.97K $2.75M
NEU
Newmarket Corp

Basic Materials
-13
- 0.04%
$519.96 - $563.85 $6.76K - $7.33K
34.5K $18.2M
DHR
Danaher Corp

Healthcare
-479
- 3.61%
$226.16 - $274.52 $108K - $131K
12.8K $2.94M
HCA
Hca Healthcare, Inc.

Healthcare
-624
- 13.7%
$297.52 - $415.61 $186K - $259K
3.93K $1.18M
MPWR
Monolithic Power Systems Inc

Technology
-431
- 36.34%
$560.06 - $942.58 $241K - $406K
755 $446K
FITB
Fifth Third Bancorp

Financial Services
-12.7K
- 16.57%
$41.76 - $48.44 $531K - $616K
64.1K $2.71M
UBER
Uber Technologies, Inc

Technology
-386
- 1.06%
$59.93 - $86.34 $23.1K - $33.3K
36K $2.17M
PFE
Pfizer Inc

Healthcare
-1.25K
- 0.63%
$24.8 - $30.19 $31.1K - $37.9K
198K $5.26M
XLV
Select Sector Spdr Fund Health

ETFs
-780
- 3.77%
$136.28 - $154.74 $106K - $121K
19.9K $2.74M
ASPN
Aspen Aerogels Inc

Industrials
-8.39K
- 39.27%
$11.88 - $26.48 $99.7K - $222K
13K $154K
IVE
Ishares S&P 500 Value ETF

ETFs
-687
- 1.43%
$189.5 - $206.17 $130K - $142K
47.3K $9.03M
VB
Vanguard Small Cap ETF

ETFs
-2.63K
- 3.89%
$233.76 - $261.58 $614K - $687K
64.9K $15.6M
CAG
Conagra Brands Inc.

Consumer Defensive
-8.68K
- 23.38%
$26.48 - $32.72 $230K - $284K
28.5K $789K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-50
- 0.27%
$176.4 - $231.84 $8.82K - $11.6K
18.2K $3.22M
AZN
Astrazeneca PLC

Healthcare
-89
- 0.28%
$63.2 - $79.58 $5.62K - $7.08K
32.2K $2.11M
FSLR
First Solar, Inc.

Technology
-1.24K
- 50.55%
$175.88 - $240.66 $218K - $299K
1.22K $214K
COLD
Americold Realty Trust

Real Estate
-10.3K
- 43.28%
$21.03 - $27.78 $216K - $285K
13.5K $287K
NOC
Northrop Grumman Corp

Industrials
-56
- 0.95%
$466.52 - $543.88 $26.1K - $30.5K
5.87K $2.75M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-1.47K
- 4.05%
$70.63 - $78.23 $104K - $115K
34.7K $2.47M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-2.57K
- 2.47%
$69.58 - $74.87 $178K - $192K
101K $7.09M
CCI
Crown Castle International Corp

Real Estate
-719
- 6.86%
$89.78 - $119.11 $64.6K - $85.6K
9.76K $885K
URI
United Rentals, Inc.

Industrials
-64
- 2.18%
$704.44 - $880.32 $45.1K - $56.3K
2.88K $2.03M
VHT
Vanguard Health Care ETF

ETFs
-81
- 0.7%
$250.81 - $283.3 $20.3K - $22.9K
11.5K $2.92M
IQV
Iqvia Holdings Inc.

Healthcare
-886
- 22.08%
$190.97 - $236.63 $169K - $210K
3.13K $614K
AES
Aes Corp

Utilities
-10.8K
- 41.3%
$12.44 - $20.24 $134K - $218K
15.3K $196K
DGRO
Ishares Core Dividend Growth E

ETFs
-113
- 0.05%
$60.73 - $64.94 $6.86K - $7.34K
230K $14.1M
BAX
Baxter International Inc

Healthcare
-3.93K
- 17.4%
$28.63 - $37.84 $112K - $149K
18.6K $543K
MCHP
Microchip Technology Inc

Technology
-904
- 7.95%
$55.51 - $79.05 $50.2K - $71.5K
10.5K $600K
ALL
Allstate Corp

Financial Services
-1.77K
- 17.76%
$181.25 - $208.2 $320K - $368K
8.19K $1.58M
VNQ
Vanguard Specialized Funds Van

ETFs
-1.32K
- 6.23%
$87.85 - $98.6 $116K - $131K
19.9K $1.78M
BLDR
Builders First Source, Inc.

Industrials
-815
- 23.98%
$142.93 - $198.25 $116K - $162K
2.58K $369K
Activity Summary
Buys All Purchases 749 New Holdings 140 Increased Positions 609 Sells All Sells 223 Reductions 223 Sold out 0 Options Calls 18 Puts 1
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