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
VST
Vistra Corp.

Utilities
1.18K
+ 14.55%
$182.0 - $217.92 $214K - $256K
9.26K $1.81M
FN
Fabrinet

Technology
677
New
$277.04 - $389.47 $188K - $264K
677 $246K
FCNCA
First Citizens Bancshares Inc

Financial Services
206
+ 28.1%
$1789.16 - $2158.23 $369K - $445K
939 $1.68M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2.24K
+ 37.54%
$101.12 - $106.18 $227K - $238K
8.22K $847K
ABNB
Airbnb, Inc.

Consumer Cyclical
2.63K
+ 38.41%
$118.3 - $142.16 $311K - $374K
9.48K $1.15M
ADT
Adt Inc.

Industrials
28.1K
New
$8.27 - $8.85 $232K - $248K
28.1K $244K
OHI
Omega Healthcare Investors Inc

Real Estate
5.79K
New
$36.29 - $43.34 $210K - $251K
5.79K $244K
AIT
Applied Industrial Technologies Inc

Industrials
932
New
$242.14 - $275.72 $226K - $257K
932 $243K
BPOP
Popular, Inc.

Financial Services
1.62K
+ 79.7%
$111.3 - $128.04 $180K - $208K
3.66K $464K
HLI
Houlihan Lokey, Inc.

Financial Services
1.17K
New
$181.55 - $209.19 $212K - $244K
1.17K $239K
TFX
Teleflex Inc

Healthcare
1.96K
New
$109.79 - $132.5 $215K - $260K
1.96K $239K
EQT
Eqt Corp

Energy
5.89K
+ 27.75%
$49.19 - $59.19 $290K - $349K
27.1K $1.48M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
856
+ 25.51%
$96.73 - $137.09 $82.8K - $117K
4.21K $557K
NNN
National Retail Properties, Inc.

Real Estate
5.56K
New
$40.68 - $44.1 $226K - $245K
5.56K $236K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.81K
+ 4.89%
$39.06 - $43.42 $70.5K - $78.4K
38.7K $1.68M
MMYT
Make My Trip LTD

Consumer Cyclical
2.73K
New
N/A
2.73K $235K
BKH
Black Hills Corp

Utilities
3.8K
New
$55.87 - $61.62 $212K - $234K
3.8K $234K
GRAB
Grab Holdings LTD

Technology
39K
New
$4.77 - $6.45 $186K - $251K
39K $234K
SJM
J M Smucker CO

Consumer Defensive
1.85K
+ 59.4%
$102.24 - $113.2 $189K - $210K
4.97K $539K
SOFI
So Fi Technologies, Inc.

Financial Services
8.87K
New
$17.64 - $29.81 $157K - $265K
8.87K $234K
ALE
Allete Inc

Utilities
3.5K
New
$62.45 - $66.45 $218K - $232K
3.5K $232K
BIIB
Biogen Inc.

Healthcare
1.38K
+ 50.77%
$122.68 - $148.84 $169K - $205K
4.09K $572K
CRDO
Credo Technology Group Holding LTD

Technology
1.6K
New
$87.59 - $172.31 $140K - $276K
1.6K $232K
HALO
Halozyme Therapeutics, Inc.

Healthcare
3.17K
New
$52.92 - $78.28 $168K - $248K
3.17K $232K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
632
+ 3.73%
$131.47 - $143.64 $83.1K - $90.8K
17.6K $2.48M
AFG
American Financial Group Inc

Financial Services
1.58K
New
$122.42 - $145.72 $194K - $231K
1.58K $230K
PPC
Pilgrims Pride Corp

Consumer Defensive
5.65K
New
$40.22 - $50.41 $227K - $285K
5.65K $230K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.86K
New
$74.93 - $80.73 $214K - $231K
2.86K $230K
AOA
Ishares Tr Core Aggressive All

ETFs
2.39K
+ 61.03%
$82.71 - $88.14 $197K - $210K
6.29K $554K
AN
Autonation, Inc.

Consumer Cyclical
1.04K
New
$189.27 - $227.18 $197K - $237K
1.04K $228K
MGM
Mgm Resorts International

Consumer Cyclical
6.51K
+ 78.64%
$34.18 - $39.77 $222K - $259K
14.8K $512K
VTHR
Vanguard Russell 3000 ETF

ETFs
778
New
$272.54 - $295.85 $212K - $230K
778 $228K
SAN
Banco Santander, S.A.

Financial Services
9.79K
+ 17.17%
$8.27 - $10.48 $81K - $103K
66.8K $700K
GNRC
Generac Holdings Inc.

Industrials
1.36K
New
$146.61 - $202.85 $199K - $275K
1.36K $227K
MGY
Magnolia Oil & Gas Corp

Energy
9.51K
New
$22.5 - $25.26 $214K - $240K
9.51K $227K
CLX
Clorox CO

Consumer Defensive
1.75K
+ 55.37%
$117.67 - $131.43 $206K - $231K
4.92K $606K
MTZ
Mastec Inc

Industrials
605
+ 26.28%
$168.23 - $212.81 $102K - $129K
2.91K $618K
HTGC
Hercules Capital, Inc.

Financial Services
11.9K
New
$18.34 - $19.53 $219K - $233K
11.9K $225K
HII
Huntington Ingalls Industries, Inc.

Industrials
615
+ 59.25%
$246.31 - $287.91 $151K - $177K
1.65K $475K
NBIX
Neurocrine Biosciences Inc

Healthcare
1.37K
+ 61.98%
$123.98 - $146.67 $169K - $200K
3.57K $501K
PINC
Premier, Inc.

Healthcare
8.07K
New
$20.88 - $28.25 $169K - $228K
8.07K $224K
TDS
Telephone & Data Systems Inc

Communication Services
5.69K
New
$35.43 - $40.72 $202K - $232K
5.69K $223K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
2.22K
New
$83.08 - $100.2 $185K - $223K
2.22K $222K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
575
+ 1.39%
$62.54 - $68.42 $36K - $39.3K
42K $2.84M
PBA
Pembina Pipeline Corp

Energy
5.44K
New
$35.5 - $40.58 $193K - $221K
5.44K $220K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
4.05K
New
$52.62 - $61.93 $213K - $251K
4.05K $219K
NTNX
Nutanix, Inc.

Technology
2.95K
New
$66.06 - $81.12 $195K - $239K
2.95K $219K
DUOL
Duolingo, Inc.

Technology
679
New
$271.18 - $403.06 $184K - $274K
679 $218K
ELAN
Elanco Animal Health Inc

Healthcare
10.8K
New
$13.68 - $20.14 $148K - $218K
10.8K $218K
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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