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
MCD
Mcdonalds Corp

Consumer Cyclical
5.27K
+ 6.48%
$291.67 - $316.99 $1.54M - $1.67M
86.6K $26.3M
AXP
American Express CO

Financial Services
5.22K
+ 8.71%
$294.27 - $342.31 $1.54M - $1.79M
65.2K $21.7M
IXUS
Ishares Tr

ETFs
17.8K
+ 9.25%
$76.35 - $82.58 $1.36M - $1.47M
210K $17.4M
APP
App Lovin Corp

Technology
1.22K
+ 27.98%
$335.1 - $718.54 $407K - $874K
5.56K $4M
SHV
Ishares Tr

ETFs
21.9K
+ 112.47%
$110.06 - $110.49 $2.41M - $2.42M
41.3K $4.56M
TRMK
Trustmark Corp

Financial Services
59.3K
+ 543.96%
$36.46 - $41.06 $2.16M - $2.44M
70.2K $2.78M
XLY
Select Sector Spdr Consumer Di

ETFs
9K
+ 97.34%
$216.09 - $242.18 $1.94M - $2.18M
18.2K $4.37M
MA
Mastercard Inc

Financial Services
3.57K
+ 7.48%
$550.18 - $598.96 $1.96M - $2.14M
51.3K $29.2M
IAU
Ishares Gold Trust

ETFs
2.73K
+ 1.33%
$61.62 - $72.77 $168K - $199K
207K $15.1M
AMD
Advanced Micro Devices Inc

Technology
8.01K
+ 15.44%
$134.8 - $184.42 $1.08M - $1.48M
59.9K $9.68M
AXSM
Axsome Therapeutics, Inc.

Healthcare
15.3K
+ 61.21%
$100.39 - $129.29 $1.53M - $1.97M
40.2K $4.88M
DAL
Delta Air Lines, Inc.

Industrials
23K
+ 17.8%
$49.0 - $61.97 $1.12M - $1.42M
152K $8.62M
T
At&T Inc.

Communication Services
105K
+ 10.66%
$26.94 - $29.62 $2.82M - $3.1M
1.09M $30.7M
LLY
Eli Lilly & CO

Healthcare
4.07K
+ 7.7%
$625.65 - $812.69 $2.55M - $3.31M
56.9K $43.4M
BDX
Becton Dickinson & CO

Healthcare
9.68K
+ 42.13%
$172.41 - $199.66 $1.67M - $1.93M
32.7K $6.11M
SNPS
Synopsys Inc

Technology
4.5K
+ 132.48%
$387.78 - $645.35 $1.74M - $2.9M
7.89K $3.89M
IBM
International Business Machines Corp

Technology
10.8K
+ 15.08%
$234.77 - $292.47 $2.54M - $3.17M
82.6K $23.3M
VHT
Vanguard Health Care ETF

ETFs
7.92K
+ 103.4%
$239.12 - $259.95 $1.89M - $2.06M
15.6K $4.04M
GPN
Global Payments Inc

Industrials
25.1K
+ 213.9%
$77.61 - $90.01 $1.95M - $2.26M
36.9K $3.06M
VEA
Vanguard Ftse Developed Market

ETFs
24.7K
+ 11.46%
$56.02 - $60.3 $1.39M - $1.49M
241K $14.4M
XLF
Financial Sector Spdr

ETFs
36.9K
+ 45.86%
$51.37 - $54.25 $1.9M - $2M
117K $6.32M
CSCO
Cisco Systems, Inc.

Technology
36.1K
+ 9.62%
$66.2 - $71.79 $2.39M - $2.59M
411K $28.1M
APH
Amphenol Corp

Technology
4.43K
+ 7.18%
$97.39 - $125.4 $431K - $555K
66.1K $8.18M
USB
Us Bancorp \De\

Financial Services
27.4K
+ 12.08%
$43.94 - $50.41 $1.2M - $1.38M
254K $12.3M
BX
Blackstone Inc.

Financial Services
6.5K
+ 15.82%
$152.77 - $188.68 $993K - $1.23M
47.6K $8.13M
DFAI
Dimensional ETF Tr

ETFs
47.2K
+ 33.4%
$34.05 - $36.55 $1.61M - $1.72M
188K $6.85M
VCR
Vanguard Consumer Discretionar

ETFs
4.88K
+ 698.14%
$359.61 - $401.35 $1.75M - $1.96M
5.58K $2.21M
TFC
Truist Financial Corp

Financial Services
35.4K
+ 29.79%
$42.83 - $47.07 $1.52M - $1.67M
154K $7.05M
TJX
Tjx Companies Inc

Consumer Cyclical
4.59K
+ 7.78%
$121.35 - $144.54 $557K - $664K
63.6K $9.19M
V
Visa Inc.

Financial Services
12.8K
+ 7.07%
$332.09 - $358.86 $4.26M - $4.61M
194K $66.4M
CSGP
Costar Group, Inc.

Real Estate
19.7K
+ 34.35%
$81.42 - $96.83 $1.6M - $1.9M
76.9K $6.49M
VONV
Vanguard Russell 1000 Value Et

ETFs
20.6K
+ 205.31%
$84.55 - $89.54 $1.74M - $1.85M
30.7K $2.74M
MS
Morgan Stanley

Financial Services
3.38K
+ 4.54%
$139.09 - $161.16 $470K - $544K
77.7K $12.4M
LRGF
Ishares Tr

ETFs
18.3K
+ 14.89%
$64.13 - $69.24 $1.17M - $1.27M
141K $9.74M
XLV
Select Sector Spdr Fund Health

ETFs
12.8K
+ 76.49%
$129.01 - $139.72 $1.65M - $1.79M
29.6K $4.12M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
5K
+ 6.83%
$89.32 - $107.82 $446K - $539K
78.2K $8.43M
AZO
Autozone Inc

Consumer Cyclical
277
+ 25.58%
$3649.42 - $4354.54 $1.01M - $1.21M
1.36K $5.83M
XLC
Select Sector Spdr Tr Communic

ETFs
14.3K
+ 174.75%
$105.99 - $119.41 $1.51M - $1.7M
22.4K $2.65M
MO
Altria Group, Inc.

Consumer Defensive
15.6K
+ 15.75%
$57.75 - $67.68 $899K - $1.05M
114K $7.56M
DUK
Duke Energy Corp

Utilities
10.7K
+ 14.41%
$116.31 - $125.93 $1.25M - $1.35M
85.2K $10.5M
HPE
Hewlett Packard Enterprise CO

Technology
63.4K
+ 142.77%
$19.81 - $25.24 $1.26M - $1.6M
108K $2.65M
AZN
Astrazeneca PLC

Healthcare
19.9K
+ 72.0%
$68.72 - $82.11 $1.37M - $1.63M
47.6K $3.65M
MGV
Vanguard Mega Cap Value

ETFs
8.1K
+ 9.04%
$129.46 - $137.85 $1.05M - $1.12M
97.7K $13.5M
HOOD
Robinhood Markets, Inc.

Technology
3.76K
+ 16.43%
$91.27 - $143.18 $343K - $539K
26.7K $3.82M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
21.8K
+ 27.54%
$72.01 - $74.44 $1.57M - $1.62M
101K $7.42M
MU
Micron Technology Inc

Technology
3.31K
+ 13.82%
$104.88 - $168.89 $347K - $559K
27.3K $4.56M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.52K
+ 3.82%
$339.37 - $366.46 $515K - $556K
41.2K $15.1M
UNP
Union Pacific Corp

Industrials
5.17K
+ 9.57%
$214.91 - $237.16 $1.11M - $1.23M
59.2K $14M
AMGN
Amgen Inc

Healthcare
5K
+ 10.02%
$271.18 - $309.22 $1.36M - $1.55M
54.9K $15.5M
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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