Hb Wealth Management, LLC Purchases in Q2 2025

Hb Wealth Management, LLC

  • $12.3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HOOD
Robinhood Markets, Inc.

Technology
635
+ 2.85%
$34.17 - $93.63 $21.7K - $59.5K
22.9K $2.14M
IAU
Ishares Gold Trust

ETFs
8.62K
+ 4.4%
$56.1 - $64.74 $484K - $558K
205K $12.8M
VBR
Vanguard Small Cap Value ETF

ETFs
3.45K
+ 5.92%
$162.76 - $195.77 $561K - $675K
61.7K $12M
TT
Trane Technologies PLC

Industrials
1.01K
+ 14.38%
$315.21 - $437.41 $319K - $443K
8.06K $3.52M
VEEV
Veeva Systems Inc

Healthcare
402
+ 2.23%
$209.39 - $289.94 $84.2K - $117K
18.4K $5.31M
CEG
Constellation Energy Corp

Utilities
389
+ 5.09%
$170.96 - $322.76 $66.5K - $126K
8.03K $2.59M
MPWR
Monolithic Power Systems Inc

Technology
221
+ 3.78%
$455.19 - $737.73 $101K - $163K
6.07K $4.44M
GWRE
Guidewire Software, Inc.

Technology
314
+ 1.56%
$172.73 - $257.37 $54.2K - $80.8K
20.5K $4.82M
CDNS
Cadence Design Systems Inc

Technology
184
+ 1.01%
$231.64 - $323.08 $42.6K - $59.4K
18.4K $5.66M
VMC
Vulcan Materials CO

Basic Materials
985
+ 3.61%
$226.49 - $276.01 $223K - $272K
28.2K $7.37M
MDLZ
Mondelez International, Inc.

Consumer Defensive
15.4K
+ 12.77%
$63.54 - $68.5 $980K - $1.06M
136K $9.18M
BSX
Boston Scientific Corp

Healthcare
6.5K
+ 16.78%
$89.7 - $107.41 $583K - $698K
45.3K $4.86M
GD
General Dynamics Corp

Industrials
691
+ 1.77%
$247.68 - $291.66 $171K - $202K
39.7K $11.6M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
109
+ 1.29%
$177.93 - $313.14 $19.4K - $34.1K
8.56K $2.68M
TDG
Trans Digm Group Inc

Industrials
103
+ 1.84%
$1231.75 - $1520.64 $127K - $157K
5.71K $8.68M
LMT
Lockheed Martin Corp

Industrials
1.5K
+ 10.84%
$430.82 - $486.45 $647K - $731K
15.4K $7.11M
TMDX
Trans Medics Group, Inc.

Healthcare
1.43K
+ 13.45%
$67.67 - $143.04 $96.7K - $204K
12.1K $1.62M
CBRE
Cbre Group, Inc.

Real Estate
3.72K
+ 9.71%
$113.94 - $140.12 $423K - $521K
42K $5.88M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
833
+ 4.03%
$224.16 - $285.86 $187K - $238K
21.5K $6.15M
MSI
Motorola Solutions, Inc.

Technology
2.5K
+ 23.04%
$394.72 - $440.39 $986K - $1.1M
13.3K $5.61M
AMCR
Amcor PLC

Consumer Cyclical
97.9K
+ 112.26%
$8.57 - $9.81 $839K - $960K
185K $1.7M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
42.4K
+ 129.91%
$19.49 - $19.66 $826K - $833K
75K $1.47M
BX
Blackstone Inc.

Financial Services
3.08K
+ 8.11%
$120.07 - $151.11 $370K - $466K
41.1K $6.15M
AXON
Axon Enterprise, Inc.

Industrials
267
+ 13.22%
$497.13 - $827.94 $133K - $221K
2.29K $1.89M
BA
Boeing CO

Industrials
571
+ 3.25%
$136.59 - $217.51 $78K - $124K
18.2K $3.81M
FCX
Freeport Mcmoran Inc

Basic Materials
14.2K
+ 47.29%
$29.15 - $44.46 $413K - $631K
44.2K $1.91M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
8.08K
+ 24.22%
$50.08 - $63.14 $404K - $510K
41.4K $2.62M
PFE
Pfizer Inc

Healthcare
42.2K
+ 16.93%
$21.59 - $24.84 $911K - $1.05M
292K $7.07M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1.5K
+ 17.57%
$201.28 - $266.34 $302K - $399K
10K $2.67M
MCHP
Microchip Technology Inc

Technology
4.95K
+ 30.71%
$35.34 - $71.6 $175K - $354K
21.1K $1.48M
SPOT
Spotify Technology S.A.

Communication Services
204
+ 8.14%
$503.3 - $775.9 $103K - $158K
2.71K $2.08M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
29.9K
New
$22.66 - $23.41 $677K - $699K
29.9K $696K
CI
Cigna Corp

Healthcare
2.03K
+ 15.94%
$301.89 - $340.04 $613K - $691K
14.8K $4.89M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
15.1K
+ 69.24%
$30.87 - $39.17 $466K - $592K
36.9K $1.45M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
10.9K
New
$54.27 - $63.01 $592K - $687K
10.9K $682K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
21K
New
$27.3 - $31.8 $572K - $666K
21K $666K
APP
App Lovin Corp

Technology
1.09K
+ 33.35%
$219.37 - $417.89 $238K - $454K
4.35K $1.52M
NEM
Newmont Corp

Basic Materials
7.9K
+ 39.89%
$44.18 - $59.46 $349K - $470K
27.7K $1.61M
MANH
Manhattan Associates Inc

Technology
1.73K
+ 13.9%
$143.9 - $197.47 $249K - $341K
14.2K $2.8M
SAP
Sap Se

Technology
1.05K
+ 11.88%
$237.53 - $309.8 $250K - $326K
9.92K $3.02M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
7.83K
+ 173.78%
$57.14 - $72.68 $447K - $569K
12.3K $896K
COIN
Coinbase Global, Inc.

Technology
487
+ 22.11%
$151.47 - $375.07 $73.8K - $183K
2.69K $942K
TYL
Tyler Technologies Inc

Technology
862
+ 19.71%
$521.68 - $592.84 $450K - $511K
5.24K $3.1M
MCO
Moodys Corp

Financial Services
103
+ 0.76%
$396.7 - $501.59 $40.9K - $51.7K
13.6K $6.84M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
4.57K
+ 16.21%
$56.88 - $70.77 $260K - $323K
32.7K $2.32M
CPRT
Copart Inc

Consumer Cyclical
20.1K
+ 31.35%
$47.72 - $63.84 $959K - $1.28M
84.2K $4.13M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
11.6K
New
$40.82 - $43.14 $475K - $502K
11.6K $501K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
12.4K
New
$32.0 - $39.87 $398K - $496K
12.4K $495K
LPLA
Lpl Financial Holdings Inc.

Financial Services
381
+ 5.27%
$283.31 - $388.96 $108K - $148K
7.61K $2.86M
Activity Summary
Buys All Purchases 435 New Holdings 96 Increased Positions 339 Sells All Sells 657 Reductions 657 Sold out 0 Options Calls 1 Puts 3
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