Hb Wealth Management, LLC Purchases in Q3 2025

Hb Wealth Management, LLC

  • $14.5 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
784K
+ 10.1%
$303.93 - $329.86 $238M - $259M
8.55M $2.81B
AVUS
American Centy ETF Tr Avantis

ETFs
1.03M
+ 27.48%
$101.2 - $109.16 $104M - $112M
4.76M $518M
JCPB
J P Morgan Exchange Traded Fd

ETFs
2.66M
+ 34.24%
$46.37 - $47.77 $123M - $127M
10.4M $496M
AAPL
Apple Inc.

Technology
247K
+ 19.4%
$202.38 - $256.87 $50.1M - $63.6M
1.52M $388M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
791K
+ 12.32%
$68.24 - $73.73 $54M - $58.3M
7.21M $530M
SPYG
Spdr Portfolio

ETFs
403K
+ 9.22%
$94.33 - $105.31 $38M - $42.4M
4.77M $498M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.1M
+ 173.68%
$50.81 - $51.07 $55.9M - $56.2M
1.73M $88.5M
VIG
Vanguard Dividend Appreciation

ETFs
296K
+ 5.67%
N/A
5.51M $1B
SPY
Spdr S&P 500 ETF Trust

ETFs
37.3K
+ 9.22%
$617.65 - $666.84 $23M - $24.8M
441K $294M
NVDA
Nvidia Corp

Technology
98.9K
+ 11.62%
$153.3 - $186.58 $15.2M - $18.5M
950K $177M
IVW
Ishares S&P 500 Growth ETF

ETFs
131K
+ 5.73%
$108.97 - $121.65 $14.2M - $15.9M
2.41M $291M
GOOGL
Alphabet Inc.

Communication Services
50.7K
+ 13.76%
$174.36 - $254.72 $8.84M - $12.9M
419K $102M
ALB
Albemarle Corp

Basic Materials
409K
+ 1278.8%
$62.9 - $88.1 $25.7M - $36M
441K $35.7M
TROW
Price T Rowe Group Inc

Financial Services
275K
+ 31.24%
$98.67 - $111.52 $27.2M - $30.7M
1.16M $119M
MSFT
Microsoft Corp

Technology
46.2K
+ 9.92%
$491.09 - $535.64 $22.7M - $24.8M
512K $265M
DUHP
Dimensional ETF Tr Dimensional

ETFs
668K
+ 77.13%
$35.76 - $37.93 $23.9M - $25.3M
1.53M $57.9M
GOOG
Alphabet Inc.

Communication Services
18.5K
+ 5.74%
$175.16 - $255.24 $3.24M - $4.72M
341K $83M
NEU
Newmarket Corp

Basic Materials
25.9K
+ 643.31%
$680.5 - $848.94 $17.6M - $22M
29.9K $24.8M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
414K
+ 4.66%
$50.47 - $50.74 $20.9M - $21M
9.3M $472M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
21.1K
+ 12.44%
$567.77 - $614.76 $12M - $12.9M
190K $117M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
76.9K
+ 7.18%
$121.46 - $130.92 $9.34M - $10.1M
1.15M $150M
JPM
Jpmorgan Chase & CO

Financial Services
44.9K
+ 22.79%
$282.78 - $316.06 $12.7M - $14.2M
242K $76.4M
AVGO
Broadcom Inc.

Technology
20.1K
+ 9.46%
$264.74 - $369.57 $5.33M - $7.44M
233K $76.9M
AMZN
Amazon Com Inc

Consumer Cyclical
82.3K
+ 15.94%
$211.65 - $238.24 $17.4M - $19.6M
599K $131M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
30.5K
+ 22.57%
$459.11 - $506.91 $14M - $15.5M
166K $83.4M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
198K
+ 3.04%
$23.82 - $25.84 $4.71M - $5.1M
6.69M $172M
TSLA
Tesla, Inc.

Consumer Cyclical
14.6K
+ 17.22%
$293.94 - $444.72 $4.29M - $6.49M
99.4K $44.2M
ITOT
Ishares Core S&P Total U.S. St

ETFs
45.4K
+ 4.66%
$135.0 - $146.02 $6.13M - $6.63M
1.02M $149M
IVV
Ishares Core S&P 500 ETF

ETFs
5.31K
+ 2.63%
$620.67 - $670.08 $3.3M - $3.56M
207K $139M
QQQ
Invesco Qqq Trust, Series 1

ETFs
15.6K
+ 19.76%
$546.99 - $602.2 $8.55M - $9.41M
94.7K $56.8M
JNJ
Johnson & Johnson

Healthcare
24.9K
+ 9.72%
$155.17 - $185.42 $3.86M - $4.62M
281K $52.1M
VGT
Vanguard Information Technolog

ETFs
14.3K
+ 116.23%
$656.44 - $753.15 $9.4M - $10.8M
26.6K $19.9M
VEU
Vanguard Ftse All World Ex Us

ETFs
95.3K
+ 10.11%
$66.38 - $71.68 $6.33M - $6.83M
1.04M $74.1M
IWF
Ishares Russell 1000 Gr ETF

ETFs
15K
+ 19.93%
$420.11 - $472.68 $6.29M - $7.08M
90.1K $42.2M
U
Unity Software Inc.

Technology
246K
New
$24.01 - $46.53 $5.9M - $11.4M
246K $9.84M
META
Meta Platforms, Inc.

Communication Services
13K
+ 17.39%
$695.21 - $791.73 $9.05M - $10.3M
87.9K $64.6M
ACN
Accenture PLC

Technology
52.2K
+ 63.95%
$232.56 - $304.78 $12.1M - $15.9M
134K $33M
AVEM
American Centy ETF Tr Avantis

ETFs
17.9K
+ 1.76%
$68.33 - $75.41 $1.22M - $1.35M
1.04M $77.8M
CVX
Chevron Corp

Energy
38.8K
+ 23.86%
$145.57 - $161.83 $5.65M - $6.28M
202K $31.3M
ABBV
Abb Vie Inc.

Healthcare
10.4K
+ 8.97%
$184.85 - $231.54 $1.93M - $2.41M
127K $29.3M
SCHX
Schwab Strategic Tr Us Large C

ETFs
44.2K
+ 1.47%
$24.46 - $26.5 $1.08M - $1.17M
3.04M $80.1M
IWD
Ishares Russell 1000 Val ETF

ETFs
25.1K
+ 13.81%
$192.76 - $203.86 $4.83M - $5.11M
207K $42.1M
BRK-A
Berkshire Hathaway Inc

Financial Services
8
+ 27.59%
$692600.0 - $759798.0 $5.54M - $6.08M
37 $27.9M
SCHG
Schwab Strategic Tr Us Large C

ETFs
60.4K
+ 3.39%
$28.92 - $32.19 $1.75M - $1.94M
1.84M $58.7M
XOM
Exxon Mobil Corp

Energy
47.9K
+ 18.07%
$105.83 - $117.22 $5.07M - $5.62M
313K $35.3M
GLD
Spdr Gold Trust

ETFs
9.95K
+ 17.7%
$300.96 - $355.47 $3M - $3.54M
66.2K $23.5M
RSP
Invesco S&P 500 Equal Weight E

ETFs
24.6K
+ 12.61%
$181.56 - $190.33 $4.46M - $4.68M
219K $41.6M
VV
Vanguard Large Cap ETF

ETFs
18.1K
+ 65.17%
$285.05 - $309.14 $5.17M - $5.61M
46K $14.2M
VUG
Vanguard Growth ETF

ETFs
6K
+ 8.39%
$433.97 - $484.08 $2.6M - $2.9M
77.5K $37.2M
Activity Summary
Buys All Purchases 1082 New Holdings 216 Increased Positions 866 Sells All Sells 181 Reductions 181 Sold out 0 Options Calls 6 Puts 6
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