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
UAL
United Airlines Holdings, Inc.

Industrials
1.85K
+ 29.69%
$80.05 - $109.36 $148K - $203K
8.09K $781K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
6.1K
New
$45.6 - $46.92 $278K - $286K
6.1K $284K
KHC
Kraft Heinz CO

Consumer Defensive
10.8K
+ 80.75%
$25.63 - $28.94 $276K - $311K
24.1K $626K
MPLX
Mplx LP

Energy
6.37K
+ 28.38%
$49.42 - $52.71 $315K - $336K
28.8K $1.44M
ESLT
Elbit Systems LTD

Industrials
553
New
$429.99 - $509.8 $238K - $282K
553 $281K
SE
Sea LTD

Consumer Cyclical
1.58K
New
$146.23 - $196.5 $230K - $309K
1.58K $281K
ZS
Zscaler, Inc.

Technology
1.06K
+ 40.37%
$267.68 - $316.5 $284K - $336K
3.69K $1.11M
GHC
Graham Holdings CO

Consumer Defensive
237
New
$882.65 - $1184.8 $209K - $281K
237 $279K
PKI
Perkinelmer Inc

Healthcare
2.3K
New
N/A
2.3K $278K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1.89K
+ 34.54%
$50.79 - $76.4 $95.8K - $144K
7.35K $561K
AGO
Assured Guaranty LTD

Financial Services
3.24K
New
$80.41 - $86.64 $261K - $281K
3.24K $274K
INCY
Incyte Corp

Healthcare
2.63K
+ 86.84%
$67.27 - $86.96 $177K - $229K
5.67K $480K
OXY
Occidental Petroleum Corp

Energy
3.53K
+ 17.35%
$42.54 - $48.1 $150K - $170K
23.9K $1.13M
THG
Hanover Insurance Group, Inc.

Financial Services
1.51K
New
$162.08 - $182.1 $244K - $274K
1.51K $273K
KEYS
Keysight Technologies, Inc.

Technology
606
+ 4.04%
$158.51 - $178.15 $96.1K - $108K
15.6K $2.73M
TSN
Tyson Foods, Inc.

Consumer Defensive
5.45K
+ 37.17%
$52.3 - $57.69 $285K - $315K
20.1K $1.09M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
2.06K
New
$105.93 - $131.8 $218K - $271K
2.06K $271K
MTD
Mettler Toledo International Inc

Healthcare
221
New
$1166.48 - $1324.06 $258K - $293K
221 $271K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
1.54K
+ 9.5%
$90.62 - $107.71 $139K - $166K
17.7K $1.74M
CRM
Salesforce, Inc.

Technology
6.42K
+ 18.26%
$231.66 - $273.65 $1.49M - $1.76M
41.6K $9.86M
JBHT
Hunt J B Transport Services Inc

Industrials
2.1K
+ 123.85%
$130.65 - $154.66 $275K - $325K
3.8K $509K
AIZ
Assurant, Inc.

Financial Services
1.22K
New
$184.56 - $218.69 $226K - $268K
1.22K $265K
UTHR
United Therapeutics Corp

Healthcare
242
+ 19.6%
$274.7 - $438.75 $66.5K - $106K
1.48K $619K
CHCO
City Holding CO

Financial Services
2.13K
New
$118.89 - $133.58 $253K - $284K
2.13K $263K
CME
Cme Group Inc.

Financial Services
1.13K
+ 14.31%
$258.83 - $287.1 $293K - $325K
9.05K $2.44M
DCI
Donaldson CO Inc

Industrials
3.2K
New
$69.82 - $82.14 $223K - $263K
3.2K $261K
KR
Kroger CO

Consumer Defensive
4.88K
+ 30.33%
$64.52 - $74.35 $315K - $363K
21K $1.41M
NYT
New York Times CO

Communication Services
4.55K
New
$51.43 - $61.95 $234K - $282K
4.55K $260K
TM
Toyota Motor Corp

Consumer Cyclical
1.12K
+ 44.87%
$167.86 - $202.79 $187K - $226K
3.6K $688K
KIM
Kimco Realty Corp

Real Estate
11.8K
New
$20.74 - $22.79 $245K - $269K
11.8K $257K
HAS
Hasbro, Inc.

Consumer Cyclical
3.37K
New
$73.92 - $81.85 $249K - $276K
3.37K $255K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
4.12K
New
$57.15 - $62.12 $235K - $256K
4.12K $255K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.59K
New
$52.12 - $55.33 $239K - $254K
4.59K $254K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
2.85K
+ 19.64%
$81.76 - $86.36 $233K - $246K
17.4K $1.47M
MAR
Marriott International Inc

Consumer Cyclical
1.43K
+ 15.27%
$255.35 - $282.87 $366K - $405K
10.8K $2.82M
MTCH
Match Group, Inc.

Communication Services
7.17K
New
$31.83 - $38.77 $228K - $278K
7.17K $253K
MNST
Monster Beverage Corp

Consumer Defensive
2.71K
+ 18.03%
$58.65 - $67.31 $159K - $182K
17.7K $1.19M
RRC
Range Resources Corp

Energy
6.73K
New
$32.79 - $39.33 $221K - $264K
6.73K $253K
TD
Toronto Dominion Bank

Financial Services
3.16K
New
$72.55 - $79.95 $229K - $252K
3.16K $252K
MTG
Mgic Investment Corp

Financial Services
8.87K
New
$25.06 - $28.92 $222K - $257K
8.87K $251K
PNW
Pinnacle West Capital Corp

Utilities
2.81K
New
$85.87 - $94.45 $241K - $265K
2.81K $251K
ADSK
Autodesk, Inc.

Technology
1.02K
+ 14.8%
N/A
7.88K $1.94M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
10.5K
+ 35.3%
$23.27 - $23.51 $245K - $248K
40.4K $946K
SAP
Sap Se

Technology
2.3K
+ 23.23%
$252.42 - $311.93 $581K - $718K
12.2K $3.27M
ARGX
Argenx Se

Healthcare
338
New
$538.64 - $768.0 $182K - $260K
338 $249K
GOSS
Gossamer Bio, Inc.

Healthcare
94.7K
New
$1.21 - $3.46 $115K - $328K
94.7K $249K
ALK
Alaska Air Group, Inc.

Industrials
5K
New
$49.73 - $63.86 $249K - $319K
5K $248K
IQV
Iqvia Holdings Inc.

Healthcare
857
+ 32.41%
$157.68 - $200.82 $135K - $172K
3.5K $664K
STE
Steris PLC

Healthcare
936
+ 42.07%
$221.21 - $252.43 $207K - $236K
3.16K $782K
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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