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
UL
Unilever PLC

Consumer Defensive
2.04K
+ 3.66%
$58.43 - $65.01 $119K - $132K
57.7K $3.42M
XPO
Xpo Logistics, Inc.

Industrials
73
+ 3.1%
$118.79 - $138.31 $8.67K - $10.1K
2.43K $313K
AVB
Avalonbay Communities Inc

Real Estate
166
+ 10.05%
$182.72 - $204.51 $30.3K - $33.9K
1.82K $351K
LADR
Ladder Capital Corp

Real Estate
1.08K
+ 6.54%
$10.86 - $11.81 $11.8K - $12.8K
17.6K $192K
NGG
National Grid PLC

Utilities
469
+ 4.33%
$67.98 - $74.38 $31.9K - $34.9K
11.3K $820K
ONB
Old National Bancorp

Financial Services
329
+ 2.72%
$20.4 - $23.47 $6.71K - $7.72K
12.4K $272K
MRC
Mrc Global Inc.

Energy
34
+ 0.17%
$12.79 - $15.34 $435 - $522
20.3K $292K
CGBD
Carlyle Secured Lending, Inc.

Financial Services
2.15K
+ 18.24%
$12.5 - $14.2 $26.9K - $30.5K
13.9K $174K
DLTR
Dollar Tree, Inc.

Consumer Defensive
304
+ 9.16%
$94.03 - $117.16 $28.6K - $35.6K
3.62K $341K
KFY
Korn Ferry

Industrials
333
+ 10.06%
$69.05 - $76.46 $23K - $25.5K
3.64K $255K
CLH
Clean Harbors Inc

Industrials
49
+ 5.21%
$225.84 - $250.43 $11.1K - $12.3K
990 $229K
FVD
First Tr Value Line Divid Inde

ETFs
16
+ 0.21%
$44.73 - $46.86 $716 - $750
7.62K $352K
ATR
Aptargroup, Inc.

Healthcare
443
+ 20.66%
$130.82 - $161.82 $58K - $71.7K
2.59K $345K
NKE
Nike, Inc.

Consumer Cyclical
1.11K
+ 2.13%
$69.24 - $79.24 $76.9K - $88K
53.1K $3.7M
PAA
Plains All American Pipeline LP

Energy
1.73K
+ 11.34%
$16.88 - $18.93 $29.2K - $32.7K
17K $289K
TFSL
Tfs Financial Corp

Financial Services
491
+ 2.8%
$12.61 - $14.23 $6.19K - $6.99K
18K $237K
ALLY
Ally Financial Inc.

Financial Services
192
+ 3.16%
$36.95 - $44.58 $7.09K - $8.56K
6.27K $245K
TMDX
Trans Medics Group, Inc.

Healthcare
2.42K
+ 20.09%
$103.61 - $132.04 $251K - $320K
14.5K $1.62M
CCK
Crown Holdings Inc

Consumer Cyclical
342
+ 8.51%
$92.19 - $108.12 $31.5K - $37K
4.36K $421K
NWL
Newell Brands Inc.

Consumer Defensive
2K
+ 19.64%
$4.76 - $6.39 $9.53K - $12.8K
12.2K $63K
AAL
American Airlines Group Inc.

Industrials
637
+ 5.08%
N/A
13.2K $145K
BALL
Ball Corp

Consumer Cyclical
1.27K
+ 12.42%
$48.47 - $59.71 $61.5K - $75.8K
11.5K $579K
USO
United States Oil Fund, LP

ETFs
37
+ 0.95%
$72.3 - $81.04 $2.68K - $3K
3.93K $290K
AINV
Apollo Investment Corp

Financial Services
412
+ 3.21%
N/A
13.2K $147K
SENS
Senseonics Holdings, Inc.

Healthcare
11.8K
New
$0.43 - $0.58 $5.06K - $6.83K
11.8K $5K
FEMY
Femasys Inc

Healthcare
13.4K
New
$0.34 - $0.97 $4.55K - $13K
13.4K $4K
RGA
Reinsurance Group Of America Inc

Financial Services
97
+ 3.9%
$177.1 - $199.23 $17.2K - $19.3K
2.58K $496K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
110
+ 3.24%
$79.9 - $92.0 $8.79K - $10.1K
3.5K $279K
ALIT
Alight, Inc.

Technology
8.9K
+ 81.72%
$3.07 - $5.98 $27.3K - $53.2K
19.8K $64K
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
62
+ 0.22%
N/A
28.4K $1.58M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
58
+ 0.5%
N/A
11.8K $677K
YEXT
Yext, Inc.

Technology
170
+ 0.38%
$7.73 - $9.16 $1.31K - $1.56K
45.3K $386K
EQR
Equity Residential

Real Estate
276
+ 4.98%
$62.3 - $68.34 $17.2K - $18.9K
5.82K $376K
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
1.84K
+ 8.44%
$3.51 - $4.74 $6.47K - $8.73K
23.7K $94K
CCI
Crown Castle International Corp

Real Estate
978
+ 6.58%
$92.96 - $113.91 $90.9K - $111K
15.8K $1.53M
STAG
Stag Industrial, Inc.

Real Estate
227
+ 3.09%
$34.28 - $36.97 $7.78K - $8.39K
7.57K $267K
2023 ETF Series Trust
12.3K
New
N/A
12.3K $0
2023 ETF Series Trust Ii
28.1K
+ 6.48%
N/A
462K $0
TAFI
Ab Active Etfs Inc Tax Aware S
226
+ 0.8%
N/A
28.4K $0
Ab Active Etfs Inc
269
+ 1.05%
N/A
25.8K $0
Ab Active Etfs Inc
403
+ 0.1%
N/A
390K $0
Acuren Corp
73
+ 0.49%
N/A
15.1K $0
Aegon LTD
6.63K
+ 62.68%
N/A
17.2K $0
Alterity Therapeutics LTD
58.5K
New
N/A
58.5K $0
Anglogold Ashanti PLC
3.99K
New
N/A
3.99K $0
Aptiv PLC
305
+ 6.85%
N/A
4.76K $0
Arista Networks Inc
3.66K
+ 12.72%
N/A
32.4K $0
Arm Holdings PLC
1.43K
New
N/A
1.43K $0
Bandwidth Inc
1.46M
New
N/A
1.46M $0
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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