Hb Wealth Management, LLC Sells in Q3 2024

Hb Wealth Management, LLC

  • $9.29 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FE
Firstenergy Corp

Utilities
-144
- 1.99%
$38.25 - $44.54 $5.51K - $6.41K
7.08K $314K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-49
- 0.68%
$31.07 - $39.36 $1.52K - $1.93K
7.16K $261K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-2.5K
- 5.83%
$25.45 - $29.53 $63.7K - $73.9K
40.4K $1.18M
USFD
Us Foods Holding Corp.

Consumer Defensive
-376
- 5.1%
$50.06 - $62.82 $18.8K - $23.6K
7K $430K
BWA
Borgwarner Inc

Consumer Cyclical
-4
- 0.04%
$31.19 - $36.75 $125 - $147
10K $362K
ILMN
Illumina, Inc.

Healthcare
-300
- 9.86%
$105.28 - $135.9 $31.6K - $40.8K
2.74K $357K
CAH
Cardinal Health Inc

Healthcare
-262
- 4.47%
$93.74 - $114.66 $24.6K - $30K
5.6K $618K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-100
- 0.49%
$37.37 - $41.82 $3.74K - $4.18K
20.2K $837K
VXF
Vanguard Extended Market ETF

ETFs
-220
- 3.23%
$163.98 - $182.92 $36.1K - $40.2K
6.6K $1.2M
ACM
Aecom

Industrials
-8
- 0.24%
$82.37 - $103.25 $659 - $826
3.35K $346K
IWS
Ishares Russell Midcap Value E

ETFs
-66
- 1.19%
$119.52 - $132.25 $7.89K - $8.73K
5.47K $723K
SNY
Sanofi

Healthcare
-12
- 0.19%
$48.54 - $58.53 $582 - $702
6.15K $354K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-25
- 0.36%
$162.64 - $179.3 $4.07K - $4.48K
6.96K $1.25M
OMC
Omnicom Group Inc.

Communication Services
-17
- 0.4%
$87.69 - $103.9 $1.49K - $1.77K
4.22K $436K
VHT
Vanguard Health Care ETF

ETFs
-488
- 4.03%
$261.88 - $288.1 $128K - $141K
11.6K $3.28M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-236
- 2.02%
$44.07 - $50.57 $10.4K - $11.9K
11.4K $578K
VIS
Vanguard Industrial ETF

ETFs
-28
- 0.99%
$232.12 - $260.07 $6.5K - $7.28K
2.79K $724K
NRG
Nrg Energy, Inc.

Utilities
-144
- 2.4%
$68.89 - $91.22 $9.92K - $13.1K
5.85K $533K
ACWI
Ishares Msci Acwi ETF

ETFs
-702
- 3.24%
$107.24 - $119.84 $75.3K - $84.1K
20.9K $2.5M
VOX
Vanguard Communication Service

ETFs
-70
- 0.62%
$129.82 - $145.39 $9.09K - $10.2K
11.2K $1.63M
VFC
V F Corp

Consumer Cyclical
-120
- 1.05%
$12.74 - $19.95 $1.53K - $2.39K
11.3K $225K
POOL
Pool Corp

Industrials
-25
- 2.14%
$296.17 - $376.8 $7.4K - $9.42K
1.14K $431K
AMCR
Amcor PLC

Consumer Cyclical
-210
- 0.43%
$9.5 - $11.44 $2K - $2.4K
48.6K $550K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-5
- 0.04%
$70.02 - $76.68 $350 - $383
12.9K $987K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-883
- 4.25%
$69.31 - $77.34 $61.2K - $68.3K
19.9K $1.53M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-2.05K
- 6.7%
$162.83 - $179.16 $334K - $368K
28.6K $5.12M
WDAY
Workday, Inc.

Technology
-278
- 3.71%
$207.75 - $264.68 $57.8K - $73.6K
7.21K $1.76M
VUG
Vanguard Growth ETF

ETFs
-1.48K
- 2.23%
$341.08 - $391.94 $506K - $582K
65K $24.9M
LPX
Louisiana Pacific Corp

Industrials
-3
- 0.08%
$80.06 - $107.45 $240 - $322
3.87K $416K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
-76
- 0.53%
$64.0 - $72.54 $4.86K - $5.51K
14.2K $1.02M
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
-250
- 2.29%
$143.74 - $174.11 $35.9K - $43.5K
10.6K $1.73M
AZO
Autozone Inc

Consumer Cyclical
-43
- 3.33%
$2815.0 - $3212.87 $121K - $138K
1.25K $3.93M
AON
Aon PLC

Financial Services
-518
- 8.99%
$293.16 - $351.06 $152K - $182K
5.25K $1.82M
MDT
Medtronic PLC

Healthcare
-9.33K
- 10.96%
$76.84 - $91.03 $717K - $849K
75.8K $6.82M
K
Kellogg CO

Consumer Defensive
-5
- 0.08%
$56.19 - $80.81 $281 - $404
5.96K $481K
EVH
Evolent Health, Inc.

Healthcare
-10.6K
- 22.21%
$18.41 - $32.97 $195K - $350K
37.1K $1.05M
BMY
Bristol Myers Squibb CO

Healthcare
-12K
- 16.07%
$39.66 - $51.75 $475K - $620K
62.5K $3.24M
TPL
Texas Pacific Land Corp

Energy
-23
- 2.09%
$724.86 - $952.13 $16.7K - $21.9K
1.08K $951K
GILD
Gilead Sciences, Inc.

Healthcare
-380
- 2.07%
$66.59 - $83.99 $25.3K - $31.9K
18K $1.51M
RF
Regions Financial Corp

Financial Services
-1.49K
- 1.52%
$19.51 - $23.42 $29.1K - $34.9K
96.7K $2.25M
PKG
Packaging Corp Of America

Consumer Cyclical
-7
- 0.08%
$176.32 - $215.7 $1.23K - $1.51K
9.03K $1.95M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-948
- 1.12%
$434.77 - $502.96 $412K - $477K
83.8K $40.9M
SFBS
Servis First Bancshares, Inc.

Financial Services
-211
- 1.16%
$60.39 - $86.36 $12.7K - $18.2K
18K $1.45M
SSB
South State Corp

Financial Services
-205
- 1.28%
$75.47 - $101.63 $15.5K - $20.8K
15.8K $1.53M
CL
Colgate Palmolive CO

Consumer Defensive
-1.55K
- 2.14%
$95.54 - $108.77 $148K - $169K
71K $7.37M
IAU
Ishares Gold Trust

ETFs
-1.46K
- 2.0%
$44.06 - $50.5 $64.5K - $73.9K
71.9K $3.57M
VEA
Vanguard Ftse Developed Market

ETFs
-5.43K
- 2.84%
$47.6 - $53.31 $258K - $289K
185K $9.79M
DAL
Delta Air Lines, Inc.

Industrials
-1.73K
- 1.23%
$37.32 - $51.8 $64.4K - $89.4K
138K $7.02M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-448
- 0.35%
$56.04 - $62.2 $25.1K - $27.9K
127K $7.88M
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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