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
NTAP
Net App, Inc.

Technology
1.35K
+ 27.57%
$101.1 - $126.36 $136K - $170K
6.22K $737K
AOS
Smith A O Corp

Industrials
2.97K
New
$67.24 - $74.3 $200K - $221K
2.97K $218K
TER
Teradyne, Inc

Technology
399
+ 11.7%
$90.15 - $137.64 $36K - $54.9K
3.81K $524K
NTR
Nutrien Ltd.

Basic Materials
3.7K
New
$55.69 - $62.11 $206K - $230K
3.7K $217K
MGMT
Unified Ser Tr Ballast Small/M

ETFs
4.93K
New
$39.9 - $44.74 $197K - $221K
4.93K $217K
TGTX
Tg Therapeutics, Inc.

Healthcare
5.98K
New
$26.39 - $39.19 $158K - $234K
5.98K $216K
ESE
Esco Technologies Inc

Technology
1.02K
New
$185.22 - $217.75 $189K - $222K
1.02K $215K
GPS
Gap Inc

Consumer Cyclical
10.7K
New
N/A
10.7K $215K
HGLB
Highland Global Allocation Fund

N/A
24K
New
$8.15 - $9.04 $196K - $217K
24K $215K
BSCU
Invesco Exc Self Ind Tr

ETFs
12.8K
New
$16.67 - $17.03 $213K - $217K
12.8K $215K
CRUS
Cirrus Logic, Inc.

Technology
1.7K
New
$97.25 - $127.45 $166K - $217K
1.7K $213K
BITQ
Exchange Traded Concepts Tr Bi

ETFs
8.5K
New
$18.9 - $25.14 $161K - $214K
8.5K $213K
APA
Apa Corp

Energy
4.2K
+ 22.93%
$18.06 - $24.69 $75.9K - $104K
22.5K $547K
ARES
Ares Management Corp

Financial Services
1.77K
+ 33.32%
$159.89 - $192.76 $283K - $341K
7.08K $1.13M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.11K
New
$100.37 - $100.74 $212K - $213K
2.11K $212K
LSCC
Lattice Semiconductor Corp

Technology
2.9K
New
$48.73 - $74.71 $141K - $217K
2.9K $212K
KRC
Kilroy Realty Corp

Real Estate
5.01K
New
$34.55 - $44.44 $173K - $223K
5.01K $211K
LNC
Lincoln National Corp

Financial Services
2.27K
+ 10.8%
$33.37 - $43.29 $75.6K - $98.1K
23.3K $937K
WTM
White Mountains Insurance Group LTD

Financial Services
126
New
$1671.52 - $1869.81 $211K - $236K
126 $210K
ARMK
Aramark

Industrials
5.46K
New
$37.46 - $44.15 $204K - $241K
5.46K $209K
SPMD
Spdr Portfolio

ETFs
3.66K
New
$54.43 - $58.29 $199K - $213K
3.66K $209K
VMI
Valmont Industries Inc

Industrials
540
New
$328.58 - $387.73 $177K - $209K
540 $209K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
1.72K
New
$114.67 - $124.98 $198K - $215K
1.72K $208K
JHG
Janus Henderson Group PLC

Financial Services
4.65K
New
$39.46 - $45.37 $184K - $211K
4.65K $207K
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.16K
+ 14.84%
$119.73 - $134.7 $139K - $156K
8.95K $1.19M
HFRO
Highland Income Fund\Ma

Financial Services
32.6K
New
$5.03 - $6.83 $164K - $222K
32.6K $206K
URBN
Urban Outfitters Inc

Consumer Cyclical
2.89K
New
$66.84 - $79.79 $193K - $231K
2.89K $206K
DAKT
Daktronics Inc

Technology
3
+ 0.01%
$15.38 - $24.04 $46.1 - $72.1
36.3K $754K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
1.46K
New
$134.42 - $141.26 $196K - $206K
1.46K $205K
PRU
Prudential Financial Inc

Financial Services
2.89K
+ 11.29%
$100.68 - $109.89 $291K - $318K
28.5K $2.95M
CDAY
Ceridian Hcm Holding Inc.

Technology
3.16K
New
N/A
3.16K $204K
EXC
Exelon Corp

Utilities
3.37K
+ 10.28%
$42.73 - $45.54 $144K - $153K
36.1K $1.62M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
4K
New
$50.82 - $51.09 $203K - $204K
4K $204K
PEGA
Pegasystems Inc

Technology
3.55K
New
$49.75 - $60.39 $177K - $214K
3.55K $204K
R
Ryder System Inc

Industrials
1.09K
New
$168.66 - $189.57 $183K - $206K
1.09K $204K
VRSN
Verisign Inc

Technology
791
+ 42.97%
$263.02 - $305.98 $208K - $242K
2.63K $735K
CHT
Chunghwa Telecom CO LTD

Communication Services
4.67K
New
$43.4 - $46.95 $203K - $219K
4.67K $203K
SNSR
Global X Fds Internet Of Thing

ETFs
5.22K
New
$36.13 - $39.89 $188K - $208K
5.22K $203K
LECO
Lincoln Electric Holdings Inc

Industrials
865
New
$210.22 - $247.76 $182K - $214K
865 $203K
SOUN
Soundhound Ai, Inc.

Technology
12.6K
New
$10.11 - $18.05 $128K - $228K
12.6K $203K
FHB
First Hawaiian, Inc.

Financial Services
8.17K
New
$23.66 - $26.43 $193K - $216K
8.17K $202K
IXJ
Ishares Global Healthcare ETF

ETFs
2.29K
New
$82.73 - $89.14 $189K - $204K
2.29K $202K
TRGP
Targa Resources Corp.

Energy
1.61K
+ 15.77%
$160.52 - $174.4 $258K - $280K
11.8K $1.97M
UBS
Ubs Group Ag

Financial Services
3.27K
+ 34.65%
$33.77 - $42.38 $111K - $139K
12.7K $521K
CACI
Caci International Inc

Technology
471
New
N/A
471 $201K
EWL
Ishares Inc Msci Switzerlnd

ETFs
3.65K
New
$52.43 - $56.33 $191K - $206K
3.65K $201K
HYG
Ishares Tr

ETFs
2.47K
New
$79.85 - $81.32 $197K - $201K
2.47K $200K
OC
Owens Corning

Industrials
1.35K
+ 66.14%
$136.56 - $157.69 $184K - $212K
3.38K $478K
O
Realty Income Corp

Real Estate
2.09K
+ 9.32%
$56.13 - $60.79 $117K - $127K
24.5K $1.49M
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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