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
ORI
Old Republic International Corp

Financial Services
3.96K
+ 53.27%
$35.74 - $42.47 $142K - $168K
11.4K $484K
YUM
Yum Brands Inc

Consumer Cyclical
975
+ 7.58%
$139.5 - $153.94 $136K - $150K
13.8K $2.1M
TSCO
Tractor Supply CO

Consumer Cyclical
2.08K
+ 11.05%
$54.08 - $62.65 $113K - $130K
20.9K $1.19M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
737
+ 9.01%
$68.94 - $86.3 $50.8K - $63.6K
8.92K $769K
AVSC
American Centy ETF Tr Avantis
483
+ 1.66%
$51.33 - $58.63 $24.8K - $28.3K
29.5K $1.69M
HSY
Hershey CO

Consumer Defensive
699
+ 23.51%
$161.95 - $193.45 $113K - $135K
3.67K $686K
SCCO
Southern Copper Corp

Basic Materials
1.18K
+ 50.06%
$90.54 - $121.36 $107K - $144K
3.55K $430K
DTE
Dte Energy CO

Utilities
1.09K
+ 27.88%
$130.26 - $141.49 $142K - $154K
4.99K $705K
PODD
Insulet Corp

Healthcare
647
+ 34.32%
$277.3 - $352.82 $179K - $228K
2.53K $781K
PEG
Public Service Enterprise Group Inc

Utilities
2.4K
+ 13.94%
$79.99 - $90.14 $192K - $216K
19.6K $1.64M
COLD
Americold Realty Trust

Real Estate
15.2K
New
$12.14 - $16.98 $185K - $258K
15.2K $186K
ED
Consolidated Edison Inc

Utilities
1.83K
+ 16.77%
$95.57 - $105.36 $175K - $193K
12.8K $1.28M
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.46K
+ 70.07%
$98.99 - $112.2 $145K - $164K
3.55K $392K
SSRM
Ssr Mining Inc.

Basic Materials
267
+ 1.75%
$11.8 - $24.58 $3.15K - $6.56K
15.5K $378K
SYF
Synchrony Financial

Financial Services
1.88K
+ 15.96%
$67.53 - $76.86 $127K - $145K
13.7K $970K
BLDR
Builders First Source, Inc.

Industrials
1.44K
+ 82.16%
$116.91 - $149.21 $168K - $215K
3.2K $387K
PHM
Pultegroup Inc

Consumer Cyclical
566
+ 13.9%
$108.0 - $141.42 $61.1K - $80K
4.64K $612K
DINO
Hf Sinclair Corp

Energy
1.2K
+ 11.32%
$42.11 - $54.01 $50.4K - $64.7K
11.8K $616K
SEB
Seaboard Corp

Industrials
8
+ 4.15%
$2915.52 - $4014.54 $23.3K - $32.1K
201 $733K
CMS
Cms Energy Corp

Utilities
977
+ 3.61%
$69.37 - $74.67 $67.8K - $73K
28.1K $2.06M
IXN
Ishares Global Information Tec

ETFs
1.31K
+ 32.46%
$91.28 - $103.32 $120K - $136K
5.36K $553K
CBOE
Cboe Global Markets, Inc.

Financial Services
491
+ 10.06%
$231.35 - $253.24 $114K - $124K
5.37K $1.32M
ING
Ing Groep Nv

Financial Services
3.7K
+ 19.66%
$22.0 - $26.08 $81.4K - $96.5K
22.5K $587K
NUE
Nucor Corp

Basic Materials
654
+ 4.53%
$133.3 - $150.33 $87.2K - $98.3K
15.1K $2.04M
OUNZ
Van Eck Merk Gold Trust

ETFs
1.18K
+ 4.83%
$31.49 - $37.19 $37.2K - $43.9K
25.6K $951K
EXPD
Expeditors International Of Washington Inc

Industrials
1.15K
+ 31.58%
$111.37 - $124.95 $128K - $143K
4.78K $585K
ITA
Ishares Tr

ETFs
712
+ 66.48%
$184.73 - $209.26 $132K - $149K
1.78K $373K
CVNA
Carvana Co.

Consumer Cyclical
128
+ 4.22%
$326.09 - $392.66 $41.7K - $50.3K
3.16K $1.19M
INTF
Ishares Tr

ETFs
4.07K
+ 29.05%
$33.72 - $36.17 $137K - $147K
18.1K $649K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
13.6K
New
$12.09 - $12.69 $164K - $172K
13.6K $169K
CG
Carlyle Group Inc.

Financial Services
638
+ 5.66%
$52.82 - $69.35 $33.7K - $44.2K
11.9K $747K
PINS
Pinterest, Inc.

Communication Services
6.24K
+ 69.91%
$32.17 - $39.17 $201K - $244K
15.2K $487K
TTWO
Take Two Interactive Software Inc

Communication Services
292
+ 4.95%
$217.37 - $259.96 $63.5K - $75.9K
6.19K $1.6M
IWP
Ishares Russell Mid Cap Growth

ETFs
945
+ 11.45%
$137.51 - $145.26 $130K - $137K
9.2K $1.31M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
3.57K
+ 53.04%
$45.54 - $48.43 $162K - $173K
10.3K $479K
GL
Globe Life Inc.

Financial Services
670
+ 18.15%
$117.6 - $146.55 $78.8K - $98.2K
4.36K $623K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
8.07K
+ 10.76%
$19.61 - $19.79 $158K - $160K
83.1K $1.64M
VTRS
Viatris Inc

Healthcare
12.4K
+ 29.11%
$8.74 - $10.69 $108K - $133K
55K $544K
VXF
Vanguard Extended Market ETF

ETFs
89
+ 1.03%
$193.58 - $213.07 $17.2K - $19K
8.77K $1.84M
FNV
Franco Nevada Corp

Basic Materials
159
+ 7.42%
$154.4 - $222.91 $24.5K - $35.4K
2.3K $513K
TXT
Textron Inc

Industrials
1.69K
+ 37.49%
$77.02 - $87.21 $130K - $148K
6.21K $524K
DDOG
Datadog, Inc.

Technology
929
+ 27.77%
$124.52 - $155.15 $116K - $144K
4.27K $608K
EXEL
Exelixis, Inc.

Healthcare
5.16K
+ 26.5%
$36.22 - $46.25 $187K - $239K
24.6K $1.02M
RMD
Resmed Inc

Healthcare
382
+ 11.33%
$252.01 - $293.73 $96.3K - $112K
3.75K $1.03M
XAR
Spdr S&P Aerospace & Defense E

ETFs
512
+ 32.74%
$205.52 - $234.96 $105K - $120K
2.08K $487K
OVV
Ovintiv Inc.

Energy
3.48K
+ 52.33%
$38.53 - $43.17 $134K - $150K
10.1K $408K
WPM
Wheaton Precious Metals Corp.

Basic Materials
396
+ 7.81%
$86.72 - $111.84 $34.3K - $44.3K
5.46K $611K
AES
Aes Corp

Utilities
6.02K
+ 21.01%
$10.77 - $13.94 $64.8K - $83.9K
34.7K $456K
MOH
Molina Healthcare, Inc.

Healthcare
1.34K
+ 140.63%
$152.31 - $306.29 $205K - $411K
2.3K $439K
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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