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
ACM
Aecom

Industrials
169
+ 4.74%
$111.08 - $132.99 $18.8K - $22.5K
3.74K $487K
APO
Apollo Global Management, Inc.

Financial Services
1.4K
+ 11.85%
$131.55 - $156.05 $184K - $218K
13.2K $1.76M
BXP
Boston Properties Inc

Real Estate
652
+ 12.11%
$62.11 - $78.93 $40.5K - $51.5K
6.04K $448K
CMA
Comerica Inc

Financial Services
425
+ 6.67%
$60.93 - $71.05 $25.9K - $30.2K
6.8K $465K
TRMB
Trimble Inc.

Technology
816
+ 25.68%
$76.46 - $85.24 $62.4K - $69.6K
3.99K $326K
DECK
Deckers Outdoor Corp

Consumer Cyclical
930
+ 14.75%
$95.32 - $123.91 $88.6K - $115K
7.24K $733K
APD
Air Products & Chemicals, Inc.

Basic Materials
1.48K
+ 4.32%
$265.78 - $299.3 $394K - $443K
35.8K $9.76M
XT
Ishares Tr Exponential Technol

ETFs
500
+ 7.12%
$65.04 - $71.97 $32.5K - $36K
7.53K $541K
EFG
Msci Eafe Growth ETF

ETFs
620
+ 9.63%
$106.99 - $114.46 $66.3K - $71K
7.06K $803K
ABCB
Ameris Bancorp

Financial Services
415
+ 6.93%
$65.68 - $76.41 $27.3K - $31.7K
6.41K $469K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
692
+ 14.18%
$72.65 - $78.68 $50.3K - $54.4K
5.57K $436K
SNX
Td Synnex Corp

Technology
103
+ 4.48%
$135.82 - $166.01 $14K - $17.1K
2.4K $393K
IDA
Idacorp Inc

Utilities
381
+ 20.65%
$115.16 - $132.15 $43.9K - $50.3K
2.23K $294K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
1.03K
+ 6.82%
$24.02 - $27.91 $24.7K - $28.7K
16.1K $449K
USRT
Ishares Core U.S. Reit ETF

ETFs
1.05K
+ 12.23%
$55.64 - $59.37 $58.4K - $62.3K
9.63K $565K
PSA
Public Storage

Real Estate
334
+ 9.11%
$271.94 - $298.09 $90.8K - $99.6K
4K $1.16M
CTRA
Coterra Energy Inc.

Energy
4.43K
+ 29.83%
$23.09 - $25.45 $102K - $113K
19.3K $455K
IFF
International Flavors & Fragrances Inc

Basic Materials
2.33K
+ 43.53%
$60.3 - $77.46 $141K - $181K
7.7K $473K
SCI
Service Corp International

Consumer Cyclical
807
+ 12.13%
$75.63 - $83.25 $61K - $67.2K
7.46K $620K
ORCC
Owl Rock Capital Corp

Financial Services
5.83K
+ 0.79%
N/A
744K $9.96M
RNR
Renaissancere Holdings LTD

Financial Services
186
+ 6.71%
$231.95 - $253.93 $43.1K - $47.2K
2.96K $751K
IMUX
Immunic, Inc.

Healthcare
91.5K
New
$0.7 - $1.08 $64K - $98.8K
91.5K $77K
MRCC
Monroe Capital Corp

Financial Services
11.2K
New
$6.2 - $7.69 $69.5K - $86.1K
11.2K $77K
QRVO
Qorvo, Inc.

Technology
644
+ 21.79%
$83.6 - $96.31 $53.8K - $62K
3.6K $327K
SF
Stifel Financial Corp

Financial Services
466
+ 19.07%
$105.26 - $116.4 $49.1K - $54.2K
2.91K $330K
CASY
Caseys General Stores Inc

Consumer Cyclical
58
+ 7.43%
$494.52 - $565.32 $28.7K - $32.8K
839 $474K
VNT
Vontier Corp

Technology
965
+ 13.92%
$37.48 - $43.71 $36.2K - $42.2K
7.9K $331K
DLR
Digital Realty Trust, Inc.

Real Estate
524
+ 4.94%
$161.21 - $180.02 $84.5K - $94.3K
11.1K $1.92M
FLEX
Flex Ltd.

Technology
339
+ 4.98%
$48.49 - $59.33 $16.4K - $20.1K
7.14K $414K
TOST
Toast, Inc.

Technology
3.11K
+ 62.29%
$36.51 - $49.3 $113K - $153K
8.09K $295K
ADBE
Adobe Inc.

Technology
1.96K
+ 10.84%
$333.65 - $392.1 $654K - $768K
20K $7.07M
NI
Nisource Inc.

Utilities
820
+ 6.2%
$39.0 - $43.33 $32K - $35.5K
14K $607K
SNA
Snap On Inc

Industrials
77
+ 5.74%
$313.01 - $346.53 $24.1K - $26.7K
1.42K $491K
SSNC
Ss&C Technologies Holdings Inc

Technology
647
+ 22.75%
$81.85 - $90.2 $53K - $58.4K
3.49K $309K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
123
+ 24.4%
$393.18 - $439.39 $48.4K - $54K
627 $273K
CINF
Cincinnati Financial Corp

Financial Services
271
+ 8.15%
$145.8 - $158.1 $39.5K - $42.8K
3.6K $568K
PFG
Principal Financial Group Inc

Financial Services
682
+ 14.41%
$75.53 - $82.95 $51.5K - $56.6K
5.41K $448K
RGLD
Royal Gold Inc

Basic Materials
207
+ 14.7%
$151.42 - $200.58 $31.3K - $41.5K
1.62K $323K
BVS
Bioventus Inc.

Healthcare
10.8K
New
$6.14 - $7.64 $66.5K - $82.8K
10.8K $72K
HUBS
Hubspot Inc

Technology
307
+ 38.57%
$420.79 - $560.9 $129K - $172K
1.1K $515K
LYG
Lloyds Banking Group PLC

Financial Services
12.6K
+ 25.06%
$4.03 - $4.63 $50.8K - $58.4K
62.9K $285K
WTS
Watts Water Technologies Inc

Industrials
143
+ 14.94%
$247.02 - $285.86 $35.3K - $40.9K
1.1K $307K
CHK
Chesapeake Energy Corp

Energy
826
+ 23.96%
N/A
4.27K $366K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
603
+ 10.63%
$185.65 - $214.38 $112K - $129K
6.28K $1.26M
EVRG
Evergy, Inc.

Utilities
85
+ 0.95%
$67.73 - $76.02 $5.76K - $6.46K
9K $684K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
3.37K
+ 17.41%
$6.18 - $9.0 $20.8K - $30.3K
22.7K $204K
STLD
Steel Dynamics Inc

Basic Materials
704
+ 12.93%
N/A
6.15K $603K
ASX
Ase Technology Holding Co., Ltd.

Technology
5.14K
+ 35.48%
$9.5 - $11.71 $48.9K - $60.2K
19.6K $217K
PPG
Ppg Industries Inc

Basic Materials
1.27K
+ 16.46%
$103.65 - $119.07 $132K - $152K
9.01K $947K
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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