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
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
129
+ 4.29%
$99.92 - $146.67 $12.9K - $18.9K
3.13K $415K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
453
+ 15.71%
$91.44 - $91.77 $41.4K - $41.6K
3.34K $306K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
19.3K
New
$1.7 - $3.97 $32.8K - $76.6K
19.3K $41K
OGN
Organon & Co.

Healthcare
2.74K
+ 25.08%
$8.4 - $10.85 $23K - $29.8K
13.7K $146K
CRL
Charles River Laboratories International, Inc.

Healthcare
192
+ 9.52%
$145.57 - $178.99 $27.9K - $34.4K
2.21K $345K
CHD
Church & Dwight CO Inc

Consumer Defensive
1.02K
+ 17.41%
$85.84 - $99.09 $87.4K - $101K
6.87K $601K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
172
+ 0.82%
$31.79 - $33.42 $5.47K - $5.75K
21.1K $705K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
240
+ 2.32%
$70.77 - $73.59 $17K - $17.7K
10.6K $777K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
210
+ 1.52%
$29.8 - $32.29 $6.26K - $6.78K
14K $450K
IEX
Idex Corp

Industrials
326
+ 27.79%
$157.53 - $185.69 $51.4K - $60.5K
1.5K $243K
NRG
Nrg Energy, Inc.

Utilities
178
+ 2.67%
$144.77 - $173.91 $25.8K - $31K
6.85K $1.11M
OMFL
Invesco Exchange Traded Self I

ETFs
461
+ 12.7%
$57.41 - $60.45 $26.5K - $27.9K
4.09K $246K
IFRA
Ishares Tr

ETFs
158
+ 1.95%
$49.77 - $52.82 $7.86K - $8.35K
8.27K $436K
EUFN
Ishares Msci Europe Financials

ETFs
41
+ 0.31%
$31.4 - $34.74 $1.29K - $1.42K
13.3K $457K
KD
Kyndryl Holdings, Inc.

Technology
3.37K
+ 62.9%
$28.94 - $43.41 $97.4K - $146K
8.72K $261K
NRZ
New Residential Investment Corp.

Real Estate
5.03K
+ 20.97%
N/A
29K $210K
SWK
Stanley Black & Decker, Inc.

Industrials
23
+ 0.44%
$66.98 - $79.52 $1.54K - $1.83K
5.22K $387K
CNHI
Cnh Industrial N.V.

Industrials
3.34K
+ 17.16%
N/A
22.8K $237K
DPZ
Dominos Pizza Inc

Consumer Cyclical
132
+ 11.25%
$422.75 - $485.53 $55.8K - $64.1K
1.31K $563K
NVR
Nvr Inc

Consumer Cyclical
1
+ 2.5%
$7301.0 - $8543.0 $7.3K - $8.54K
41 $329K
PBI
Pitney Bowes Inc

Industrials
298
+ 0.5%
$10.92 - $12.79 $3.25K - $3.81K
60.4K $689K
XLB
Select Sector Spdr Fd Material

ETFs
268
+ 5.35%
$86.72 - $92.61 $23.2K - $24.8K
5.28K $473K
VNO
Vornado Realty Trust

Real Estate
191
+ 1.64%
$35.91 - $42.97 $6.86K - $8.21K
11.8K $478K
GATX
Gatx Corp

Industrials
15
+ 1.04%
$149.23 - $176.97 $2.24K - $2.65K
1.46K $255K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
9
+ 0.14%
$82.96 - $95.7 $747 - $861
6.6K $592K
RPRX
Royalty Pharma PLC

Healthcare
1.19K
+ 9.49%
$34.9 - $37.91 $41.5K - $45.1K
13.7K $484K
MAA
Mid America Apartment Communities Inc.

Real Estate
891
+ 8.0%
$138.38 - $153.2 $123K - $137K
12K $1.68M
UCBI
United Community Banks Inc

Financial Services
1.08K
+ 6.38%
N/A
18.1K $528K
DXCM
Dexcom Inc

Healthcare
2.22K
+ 37.7%
$66.46 - $89.53 $147K - $198K
8.09K $544K
MUSA
Murphy Usa Inc.

Consumer Cyclical
103
+ 20.36%
$361.83 - $435.43 $37.3K - $44.8K
609 $236K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
2.83K
+ 21.91%
$13.6 - $15.52 $38.4K - $43.9K
15.7K $230K
ABSI
Absci Corp

Healthcare
10.1K
New
$2.34 - $3.63 $23.6K - $36.6K
10.1K $30K
HEI
Heico Corp

Industrials
106
+ 13.37%
$304.5 - $337.56 $32.3K - $35.8K
899 $290K
ROLL
Rbc Bearings Inc

Industrials
122
+ 19.84%
N/A
737 $181K
XLRE
Select Sector Spdr Tr Real Est

ETFs
623
+ 11.21%
$40.94 - $42.85 $25.5K - $26.7K
6.18K $260K
FPE
First Tr Pfd Secs & Income ETF

ETFs
955
+ 3.7%
$17.81 - $18.39 $17K - $17.6K
26.7K $487K
BIGZ
Black Rock Innovation & Growth Trust
3.93K
+ 28.6%
N/A
17.7K $116K
EWBC
East West Bancorp Inc

Financial Services
141
+ 7.03%
$97.41 - $109.7 $13.7K - $15.5K
2.15K $228K
WWD
Woodward, Inc.

Industrials
67
+ 6.58%
$237.33 - $266.1 $15.9K - $17.8K
1.09K $274K
AVT
Avnet Inc

Technology
519
+ 11.9%
$49.46 - $56.3 $25.7K - $29.2K
4.88K $255K
BURL
Burlington Stores, Inc.

Consumer Cyclical
13
+ 1.35%
$237.02 - $301.35 $3.08K - $3.92K
978 $248K
NMR
Nomura Holdings Inc

Financial Services
1.86K
+ 11.64%
$6.28 - $7.56 $11.7K - $14.1K
17.9K $129K
IRBO
Ishares Robotics & Artificial

ETFs
720
+ 9.09%
N/A
8.64K $277K
JBL
Jabil Inc

Technology
112
+ 2.21%
$202.08 - $234.45 $22.6K - $26.3K
5.18K $1.12M
AJG
Arthur J. Gallagher & Co.

Financial Services
369
+ 4.02%
$284.17 - $319.49 $105K - $118K
9.55K $2.96M
KIE
Spdr S&P Insurance ETF

ETFs
347
+ 6.41%
$55.71 - $59.62 $19.3K - $20.7K
5.76K $341K
USFD
Us Foods Holding Corp.

Consumer Defensive
271
+ 3.29%
$76.35 - $84.68 $20.7K - $22.9K
8.51K $651K
WES
Western Midstream Partners, LP

Energy
304
+ 4.0%
$37.5 - $41.18 $11.4K - $12.5K
7.9K $310K
CAH
Cardinal Health Inc

Healthcare
846
+ 8.0%
$146.04 - $167.63 $124K - $142K
11.4K $1.79M
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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