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
FFIV
F5, Inc.

Technology
138
+ 5.23%
$290.76 - $334.59 $40.1K - $46.2K
2.78K $898K
HST
Host Hotels & Resorts, Inc.

Real Estate
5.82K
+ 43.91%
$15.27 - $17.68 $88.9K - $103K
19.1K $324K
PHG
Koninklijke Philips Nv

Healthcare
2.93K
+ 23.56%
$23.84 - $28.62 $69.9K - $84K
15.4K $419K
OTIS
Otis Worldwide Corp

Industrials
2.55K
+ 17.07%
$84.93 - $101.07 $217K - $258K
17.5K $1.6M
LYV
Live Nation Entertainment, Inc.

Communication Services
407
+ 9.43%
$143.56 - $174.06 $58.4K - $70.8K
4.73K $772K
PAYX
Paychex Inc

Industrials
2.6K
+ 23.07%
$126.69 - $147.99 $330K - $385K
13.9K $1.76M
SON
Sonoco Products CO

Consumer Cyclical
2.82K
+ 44.01%
$42.77 - $48.68 $120K - $137K
9.21K $397K
AWK
American Water Works Company, Inc.

Utilities
848
+ 21.32%
$135.05 - $147.0 $115K - $125K
4.83K $671K
BBY
Best Buy CO Inc

Consumer Cyclical
847
+ 13.19%
$64.12 - $78.46 $54.3K - $66.5K
7.27K $549K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
1.71K
+ 9.98%
$47.56 - $49.7 $81.2K - $84.8K
18.8K $930K
HUM
Humana Inc

Healthcare
219
+ 5.78%
$220.41 - $312.0 $48.3K - $68.3K
4.01K $1.04M
ILCV
Ishares Morningstar Value ETF

ETFs
550
+ 5.43%
$82.86 - $90.02 $45.6K - $49.5K
10.7K $960K
BRO
Brown & Brown, Inc.

Financial Services
3.77K
+ 26.9%
$90.88 - $108.93 $343K - $411K
17.8K $1.67M
UGI
Ugi Corp

Utilities
4.01K
+ 61.64%
$32.64 - $37.14 $131K - $149K
10.5K $349K
FOXA
Fox Corp

Communication Services
904
+ 11.68%
$53.87 - $63.06 $48.7K - $57K
8.65K $545K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
12.2K
New
$9.11 - $10.03 $111K - $123K
12.2K $111K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
1.45K
+ 35.65%
$49.31 - $57.77 $71.7K - $84K
5.53K $314K
NTRS
Northern Trust Corp

Financial Services
579
+ 13.92%
$123.6 - $134.6 $71.6K - $77.9K
4.74K $637K
HUBB
Hubbell Inc

Industrials
190
+ 15.06%
$410.51 - $450.93 $78K - $85.7K
1.45K $624K
TWLO
Twilio Inc

Communication Services
1.79K
+ 62.3%
$92.44 - $132.7 $165K - $238K
4.66K $466K
MFG
Mizuho Financial Group Inc

Financial Services
8.75K
+ 21.11%
$5.42 - $6.85 $47.4K - $59.9K
50.2K $336K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
93
+ 1.83%
$236.25 - $257.69 $22K - $24K
5.17K $1.32M
OMC
Omnicom Group Inc.

Communication Services
648
+ 11.98%
$70.41 - $81.53 $45.6K - $52.8K
6.06K $493K
RPM
Rpm International Inc

Basic Materials
547
+ 11.04%
$110.07 - $128.23 $60.2K - $70.1K
5.5K $648K
FIVE
Five Below, Inc

Consumer Cyclical
239
+ 8.54%
$128.78 - $155.44 $30.8K - $37.2K
3.04K $469K
LNT
Alliant Energy Corp

Utilities
631
+ 7.64%
$60.76 - $67.41 $38.3K - $42.5K
8.89K $599K
URA
Global X Uranium ETF

ETFs
1.03K
+ 17.72%
$36.45 - $50.4 $37.4K - $51.7K
6.81K $324K
MAS
Masco Corp

Industrials
948
+ 17.17%
$64.44 - $76.07 $61.1K - $72.1K
6.47K $455K
INGR
Ingredion Inc

Consumer Defensive
1.07K
+ 46.04%
$121.01 - $138.21 $130K - $148K
3.4K $414K
VRT
Vertiv Holdings CO

Industrials
1.14K
+ 21.91%
N/A
6.33K $548K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
784
+ 51.04%
$158.24 - $191.13 $124K - $150K
2.32K $385K
ABC
Amerisourcebergen Corp

Healthcare
520
+ 8.21%
N/A
6.85K $1.27M
MPW
Medical Properties Trust Inc

Real Estate
13.1K
+ 32.66%
$3.98 - $5.13 $52.1K - $67.2K
53.2K $269K
TDY
Teledyne Technologies Inc

Technology
72
+ 9.66%
$509.51 - $586.04 $36.7K - $42.2K
817 $478K
GWW
W.W. Grainger, Inc.

Industrials
216
+ 17.25%
$932.44 - $1059.49 $201K - $229K
1.47K $1.4M
NXPI
Nxp Semiconductors N.V.

Technology
159
+ 2.45%
$205.16 - $239.07 $32.6K - $38K
6.64K $1.51M
ADP
Automatic Data Processing Inc

Industrials
2.49K
+ 5.84%
$288.69 - $310.94 $718K - $773K
45.1K $13.2M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
285
+ 22.48%
$201.83 - $230.93 $57.5K - $65.8K
1.55K $345K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
628
+ 6.26%
$259.44 - $278.65 $163K - $175K
10.7K $2.77M
VICI
Vici Properties Inc.

Real Estate
2.87K
+ 24.92%
$31.43 - $33.93 $90.2K - $97.4K
14.4K $469K
HUN
Huntsman Corp

Basic Materials
10.4K
New
$8.87 - $12.07 $91.8K - $125K
10.4K $92K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
2K
+ 62.15%
$57.1 - $70.52 $114K - $141K
5.21K $310K
EXR
Extra Space Storage Inc.

Real Estate
764
+ 27.65%
$134.36 - $152.88 $103K - $117K
3.53K $497K
ILMN
Illumina, Inc.

Healthcare
959
+ 33.67%
$91.69 - $109.88 $87.9K - $105K
3.81K $361K
JEF
Jefferies Financial Group Inc.

Financial Services
357
+ 5.77%
$54.67 - $70.36 $19.5K - $25.1K
6.55K $428K
TTEK
Tetra Tech Inc

Industrials
3.2K
+ 50.84%
$33.1 - $38.34 $106K - $122K
9.48K $316K
WDAY
Workday, Inc.

Technology
347
+ 4.34%
$213.69 - $247.69 $74.2K - $85.9K
8.33K $2.01M
ITT
Itt Inc.

Industrials
242
+ 11.95%
$155.93 - $182.88 $37.7K - $44.3K
2.27K $405K
TTC
Toro CO

Industrials
791
+ 15.68%
$72.64 - $82.54 $57.5K - $65.3K
5.84K $444K
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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