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
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
6
+ 0.06%
$121.81 - $137.24 $731 - $823
9.97K $1.32M
UNM
Unum Group

Financial Services
1.16K
+ 13.59%
$68.55 - $82.12 $79.7K - $95.5K
9.72K $755K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
304
+ 3.47%
$28.71 - $37.46 $8.73K - $11.4K
9.06K $320K
G
Genpact LTD

Technology
1.92K
+ 24.41%
$41.06 - $46.13 $78.7K - $88.4K
9.77K $409K
LUV
Southwest Airlines CO

Industrials
2.22K
+ 18.15%
$29.06 - $37.7 $64.5K - $83.6K
14.4K $460K
HMOP
Hartford Fds Exchange Traded T

ETFs
1.52K
+ 26.96%
$37.94 - $39.14 $57.7K - $59.6K
7.17K $279K
EL
Estee Lauder Companies Inc

Consumer Defensive
436
+ 12.76%
$83.65 - $95.26 $36.5K - $41.5K
3.85K $339K
RIO
Rio Tinto PLC

Basic Materials
515
+ 14.52%
$57.66 - $66.01 $29.7K - $34K
4.06K $268K
IWY
Ishares Tr Russell 200 Growth

ETFs
100
+ 8.06%
$243.93 - $275.62 $24.4K - $27.6K
1.34K $366K
IGF
Ishares Global Infrastructure

ETFs
661
+ 6.45%
$58.29 - $61.43 $38.5K - $40.6K
10.9K $667K
ZBRA
Zebra Technologies Corp

Technology
263
+ 16.31%
$296.92 - $341.36 $78.1K - $89.8K
1.88K $557K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
123
+ 8.79%
$225.11 - $247.9 $27.7K - $30.5K
1.52K $376K
NTES
Net Ease, Inc.

Communication Services
174
+ 9.85%
$127.31 - $159.34 $22.2K - $27.7K
1.94K $295K
BNS
Bank Of Nova Scotia

Financial Services
99
+ 1.9%
$54.5 - $64.93 $5.4K - $6.43K
5.32K $344K
AVES
American Centy ETF Tr Avantis

ETFs
322
+ 3.4%
$53.51 - $57.96 $17.2K - $18.7K
9.8K $562K
PGR
Progressive Corp

Financial Services
2.49K
+ 8.84%
$238.61 - $264.3 $594K - $658K
30.6K $7.57M
TW
Tradeweb Markets Inc.

Financial Services
1.32K
+ 51.38%
$110.5 - $146.12 $146K - $193K
3.89K $431K
ARW
Arrow Electronics Inc

Technology
542
+ 28.47%
$114.66 - $133.24 $62.1K - $72.2K
2.45K $295K
BNL
Broadstone Net Lease, Inc.

Real Estate
827
+ 4.03%
$15.75 - $18.78 $13K - $15.5K
21.4K $381K
ONL
Orion Office Reit Inc.

Real Estate
19K
New
$2.27 - $3.04 $43.2K - $57.8K
19K $51K
TRU
Trans Union

Industrials
874
+ 16.68%
$83.78 - $99.22 $73.2K - $86.7K
6.11K $512K
UWMC
Uwm Holdings Corp

Financial Services
4.69K
+ 40.87%
$3.99 - $6.91 $18.7K - $32.4K
16.2K $98K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.31K
+ 21.07%
$46.51 - $50.07 $61K - $65.6K
7.53K $353K
IP
International Paper CO

Consumer Cyclical
1.15K
+ 17.03%
$45.32 - $55.68 $51.9K - $63.8K
7.88K $365K
FMX
Mexican Economic Development Inc

Consumer Defensive
595
+ 26.35%
$83.67 - $106.19 $49.8K - $63.2K
2.85K $281K
HOLX
Hologic Inc

Healthcare
488
+ 6.84%
$63.26 - $68.98 $30.9K - $33.7K
7.63K $514K
JLL
Jones Lang Lasalle Inc

Real Estate
53
+ 6.7%
$248.95 - $319.66 $13.2K - $16.9K
844 $251K
WY
Weyerhaeuser CO

Real Estate
2.71K
+ 12.92%
$24.1 - $26.83 $65.3K - $72.7K
23.7K $587K
BSX
Boston Scientific Corp

Healthcare
5.03K
+ 11.11%
$97.03 - $108.14 $488K - $544K
50.3K $4.91M
CBSH
Commerce Bancshares Inc

Financial Services
968
+ 23.87%
$58.61 - $66.11 $56.7K - $64K
5.02K $300K
EVLV
Evolv Technologies Holdings, Inc.

Industrials
195
+ 0.55%
$5.54 - $8.76 $1.08K - $1.71K
35.8K $270K
FNB
Fnb Corp

Financial Services
1.77K
+ 13.9%
$14.75 - $16.79 $26.1K - $29.7K
14.5K $233K
FUBO
Fubo Tv Inc.

Communication Services
11.8K
New
$3.31 - $4.56 $39K - $53.8K
11.8K $48K
GGG
Graco Inc

Industrials
775
+ 4.43%
$82.58 - $88.81 $64K - $68.8K
18.3K $1.55M
BR
Broadridge Financial Solutions, Inc.

Technology
299
+ 5.9%
$233.75 - $266.89 $69.9K - $79.8K
5.37K $1.28M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
625
+ 15.63%
$86.67 - $100.17 $54.2K - $62.6K
4.62K $417K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
1.92K
+ 9.7%
$11.64 - $15.79 $22.3K - $30.3K
21.7K $318K
SWKS
Skyworks Solutions, Inc.

Technology
423
+ 7.13%
$67.52 - $82.97 $28.6K - $35.1K
6.36K $489K
IR
Ingersoll Rand Inc.

Industrials
614
+ 6.83%
$74.98 - $89.02 $46K - $54.7K
9.61K $793K
LII
Lennox International Inc

Industrials
161
+ 17.5%
$516.18 - $664.54 $83.1K - $107K
1.08K $572K
HRB
H&R Block Inc

Consumer Cyclical
1.21K
+ 28.8%
$49.28 - $56.76 $59.7K - $68.8K
5.42K $274K
ENSG
Ensign Group, Inc

Healthcare
72
+ 4.14%
$136.36 - $174.12 $9.82K - $12.5K
1.81K $312K
DGX
Quest Diagnostics Inc

Healthcare
321
+ 2.94%
N/A
11.2K $1.54M
FNDX
Schwab Fundamental U S Large C

ETFs
69
+ 0.29%
$24.38 - $26.34 $1.68K - $1.82K
23.6K $620K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
339
+ 14.68%
$87.69 - $96.0 $29.7K - $32.5K
2.65K $249K
DTM
Dt Midstream, Inc.

Energy
278
+ 7.64%
$99.17 - $113.27 $27.6K - $31.5K
3.92K $443K
PAVE
Global X Fds Us Infrastructure

ETFs
434
+ 7.74%
$44.02 - $47.63 $19.1K - $20.7K
6.04K $287K
TPL
Texas Pacific Land Corp

Energy
208
+ 16.9%
$854.83 - $1075.97 $178K - $224K
1.44K $1.34M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
822
+ 33.98%
$93.1 - $110.49 $76.5K - $90.8K
3.24K $302K
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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