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
ZION
Zions Bancorporation, National Association

Financial Services
2.01K
+ 22.46%
$51.2 - $59.15 $103K - $119K
11K $619K
CCL
Carnival Corp

Consumer Cyclical
4.56K
+ 16.35%
$28.37 - $32.49 $129K - $148K
32.4K $937K
SOXX
Ishares Semiconductor ETF

ETFs
306
+ 13.99%
$236.93 - $271.12 $72.5K - $83K
2.49K $675K
WTW
Willis Towers Watson PLC

Financial Services
105
+ 3.56%
$301.83 - $345.45 $31.7K - $36.3K
3.05K $1.05M
EW
Edwards Lifesciences Corp

Healthcare
2.06K
+ 8.76%
$73.75 - $81.83 $152K - $169K
25.6K $1.99M
WBS
Webster Financial Corp

Financial Services
1.94K
+ 29.97%
$55.19 - $62.92 $107K - $122K
8.43K $500K
ABCL
Ab Cellera Biologics Inc.

Healthcare
29K
New
$3.49 - $5.15 $101K - $149K
29K $145K
AGNC
Agnc Investment Corp.

Real Estate
13.9K
+ 92.03%
$9.2 - $10.37 $128K - $144K
29K $283K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
2.44K
+ 9.64%
$14.73 - $19.31 $35.9K - $47.1K
27.7K $533K
CRDF
Cardiff Oncology, Inc.

Healthcare
71.9K
New
$1.96 - $4.51 $141K - $324K
71.9K $145K
SHEL
Shell PLC

Energy
1.34K
+ 3.05%
$69.82 - $73.93 $93.6K - $99.1K
45.3K $3.24M
AKAM
Akamai Technologies Inc

Technology
1.58K
+ 57.13%
N/A
4.34K $394K
NWSA
News Corp

Communication Services
4.41K
+ 54.15%
$28.38 - $31.03 $125K - $137K
12.6K $385K
DFIV
Dimensional ETF Tr

ETFs
2.34K
+ 22.72%
$42.66 - $46.53 $99.8K - $109K
12.6K $582K
STRL
Sterling Construction CO Inc

Industrials
68
+ 6.22%
$222.54 - $371.84 $15.1K - $25.3K
1.16K $394K
FE
Firstenergy Corp

Utilities
1.78K
+ 16.56%
$39.76 - $45.82 $70.7K - $81.5K
12.5K $573K
PATH
Ui Path, Inc.

Technology
10.6K
New
$10.44 - $13.38 $111K - $142K
10.6K $141K
RACE
Ferrari N.V.

Consumer Cyclical
295
+ 42.63%
$436.24 - $517.65 $129K - $153K
987 $478K
NU
Nu Holdings Ltd.

Financial Services
5.29K
+ 22.08%
$11.92 - $16.3 $63K - $86.2K
29.2K $467K
PNFP
Pinnacle Financial Partners Inc

Financial Services
2.31K
+ 49.4%
$86.13 - $119.63 $199K - $277K
7K $656K
ALLE
Allegion PLC

Industrials
290
+ 11.26%
$145.55 - $179.33 $42.2K - $52K
2.87K $508K
BCS
Barclays PLC

Financial Services
4.65K
+ 23.74%
$17.88 - $21.05 $83.1K - $97.8K
24.2K $500K
RES
Rpc Inc

Energy
29K
New
$4.38 - $5.39 $127K - $156K
29K $137K
DKNG
Draft Kings Inc.

Consumer Cyclical
4.9K
+ 54.79%
$37.4 - $48.23 $183K - $236K
13.8K $517K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.51K
+ 26.16%
$81.75 - $84.54 $124K - $128K
7.29K $613K
ATO
Atmos Energy Corp

Utilities
384
+ 9.38%
$151.51 - $170.75 $58.2K - $65.6K
4.48K $764K
IVZ
Invesco Ltd.

Financial Services
1.52K
+ 11.15%
$16.17 - $23.0 $24.6K - $35.1K
15.2K $348K
MOS
Mosaic CO

Basic Materials
4.17K
+ 60.38%
$30.93 - $37.81 $129K - $158K
11.1K $384K
PTC
Ptc Inc.

Technology
205
+ 6.9%
$173.07 - $216.53 $35.5K - $44.4K
3.18K $644K
PEAK
Healthpeak Properties, Inc.

Real Estate
6.99K
+ 28.99%
N/A
31.1K $589K
KMI
Kinder Morgan, Inc.

Energy
8.2K
+ 8.95%
$26.23 - $28.5 $215K - $234K
99.8K $2.82M
WM
Waste Management Inc

Industrials
2.29K
+ 4.9%
$213.88 - $237.1 $489K - $542K
49K $10.8M
TOL
Toll Brothers, Inc.

Consumer Cyclical
503
+ 19.63%
$113.78 - $148.0 $57.2K - $74.4K
3.07K $423K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.39K
+ 22.52%
$52.39 - $53.11 $125K - $127K
13K $689K
KEY
Keycorp

Financial Services
4.64K
+ 13.81%
$17.37 - $19.39 $80.5K - $89.9K
38.2K $714K
RJF
Raymond James Financial Inc

Financial Services
369
+ 10.59%
$154.64 - $176.43 $57.1K - $65.1K
3.85K $664K
BWXT
Bwx Technologies, Inc.

Industrials
12
+ 0.38%
$136.45 - $184.37 $1.64K - $2.21K
3.15K $581K
DOV
Dover Corp

Industrials
1.63K
+ 18.78%
$165.59 - $190.9 $269K - $310K
10.3K $1.71M
ADI
Analog Devices Inc

Technology
55
+ 0.37%
$220.68 - $255.63 $12.1K - $14.1K
15K $3.68M
ELV
Elevance Health, Inc.

Healthcare
4.83K
+ 22.2%
$274.66 - $395.76 $1.33M - $1.91M
26.6K $8.59M
PPL
Ppl Corp

Utilities
1.56K
+ 7.4%
$33.54 - $37.24 $52.4K - $58.1K
22.6K $841K
BZH
Beazer Homes Usa Inc

Consumer Cyclical
38
+ 0.07%
$21.7 - $26.32 $825 - $1K
57.5K $1.41M
DG
Dollar General Corp

Consumer Defensive
1.93K
+ 28.95%
$101.86 - $116.32 $197K - $224K
8.6K $888K
CNP
Centerpoint Energy Inc

Utilities
2.03K
+ 9.21%
$35.77 - $39.16 $72.8K - $79.7K
24.1K $935K
MTB
M&T Bank Corp

Financial Services
558
+ 15.43%
$183.74 - $204.05 $103K - $114K
4.18K $825K
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
4.02K
+ 56.35%
N/A
11.1K $343K
FANG
Diamondback Energy, Inc.

Energy
637
+ 11.34%
$134.53 - $152.5 $85.7K - $97.1K
6.25K $894K
LQD
Ishares Iboxx $ Investment Gra

ETFs
1K
+ 15.39%
$107.66 - $112.36 $108K - $112K
7.5K $835K
CAG
Conagra Brands Inc.

Consumer Defensive
8.61K
+ 49.65%
$18.04 - $21.14 $155K - $182K
26K $475K
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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