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
CE
Celanese Corp

Basic Materials
314
+ 5.11%
$39.94 - $62.39 $12.5K - $19.6K
6.46K $271K
DRI
Darden Restaurants Inc

Consumer Cyclical
357
+ 7.1%
$184.73 - $220.27 $65.9K - $78.6K
5.38K $1.02M
WCN
Waste Connections, Inc.

Industrials
1.25K
+ 4.54%
$171.32 - $191.84 $214K - $240K
28.8K $5.07M
CTAS
Cintas Corp

Industrials
332
+ 3.9%
$199.29 - $226.27 $66.2K - $75.1K
8.86K $1.82M
ET
Energy Transfer LP

Energy
3.39K
+ 2.34%
$17.11 - $18.16 $57.9K - $61.5K
148K $2.54M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
411
+ 0.48%
$10.17 - $11.97 $4.18K - $4.92K
86.6K $881K
GWRE
Guidewire Software, Inc.

Technology
111
+ 0.54%
$207.82 - $261.88 $23.1K - $29.1K
20.6K $4.73M
RELX
Relx PLC

Communication Services
880
+ 4.29%
$45.13 - $54.19 $39.7K - $47.7K
21.4K $1.02M
ZTS
Zoetis Inc.

Healthcare
434
+ 2.45%
$141.13 - $159.19 $61.3K - $69.1K
18.1K $2.65M
AIG
American International Group, Inc.

Financial Services
953
+ 3.59%
$76.34 - $85.87 $72.8K - $81.8K
27.5K $2.16M
KMX
Carmax Inc

Consumer Cyclical
489
+ 7.11%
$44.86 - $71.57 $21.9K - $35K
7.37K $330K
CHTR
Charter Communications, Inc.

Communication Services
395
+ 20.73%
$256.57 - $418.22 $101K - $165K
2.3K $632K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
150
+ 5.15%
$108.8 - $169.61 $16.3K - $25.4K
3.06K $333K
FRPH
Frp Holdings, Inc.

Real Estate
75
+ 0.11%
$24.3 - $27.49 $1.82K - $2.06K
69.4K $1.69M
MORN
Morningstar, Inc.

Financial Services
191
+ 7.15%
$231.72 - $311.89 $44.3K - $59.6K
2.86K $663K
SAIC
Science Applications International Corp

Technology
392
+ 2.21%
$97.2 - $120.6 $38.1K - $47.3K
18.1K $1.8M
CPRT
Copart Inc

Consumer Cyclical
3.18K
+ 3.78%
$44.6 - $49.97 $142K - $159K
87.4K $3.93M
ROP
Roper Technologies Inc

Industrials
192
+ 4.07%
$495.03 - $573.0 $95K - $110K
4.91K $2.45M
CI
Cigna Corp

Healthcare
1.2K
+ 8.15%
$262.23 - $334.39 $316K - $403K
16K $4.61M
LPLA
Lpl Financial Holdings Inc.

Financial Services
88
+ 1.16%
$332.69 - $399.0 $29.3K - $35.1K
7.7K $2.56M
FIS
Fidelity National Information Services, Inc.

Technology
8.25K
+ 14.94%
$63.37 - $82.35 $523K - $679K
63.5K $4.19M
NVO
Novo Nordisk A S

Healthcare
1.64K
+ 5.3%
$45.38 - $71.7 $74.4K - $118K
32.6K $1.81M
CARR
Carrier Global Corp

Industrials
2.11K
+ 5.78%
$58.75 - $80.73 $124K - $171K
38.6K $2.31M
VRSK
Verisk Analytics, Inc.

Industrials
85
+ 0.92%
$242.3 - $312.95 $20.6K - $26.6K
9.31K $2.34M
INTU
Intuit Inc

Technology
1.04K
+ 8.5%
$646.03 - $807.39 $669K - $836K
13.2K $9.03M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
660
+ 1.25%
$50.98 - $67.62 $33.6K - $44.6K
53.6K $3.02M
UPS
United Parcel Service Inc

Industrials
1.34K
+ 3.31%
$82.58 - $105.54 $110K - $141K
41.7K $3.49M
CL
Colgate Palmolive CO

Consumer Defensive
1.08K
+ 1.33%
$79.36 - $93.33 $85.5K - $101K
82.2K $6.57M
HON
Honeywell International Inc

Industrials
4.08K
+ 4.59%
$207.7 - $240.4 $846K - $980K
92.8K $19.5M
CMCSA
Comcast Corp

Communication Services
3.2K
+ 1.11%
$31.41 - $36.33 $101K - $116K
292K $9.18M
ISRG
Intuitive Surgical Inc

Healthcare
1.3K
+ 5.18%
$433.66 - $544.47 $562K - $705K
26.3K $11.8M
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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