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
RBLX
Roblox Corp

Communication Services
981
+ 12.07%
$51.22 - $105.59 $50.2K - $104K
9.11K $958K
AIQ
Global X Funds Global X Artifi

ETFs
8.27K
+ 49.44%
$31.5 - $43.69 $260K - $361K
25K $1.09M
VCIT
Vanguard Intermediate Term Cor

ETFs
5.78K
New
$79.56 - $82.92 $460K - $479K
5.78K $479K
CVNA
Carvana Co.

Consumer Cyclical
421
+ 16.13%
$162.57 - $345.64 $68.4K - $146K
3.03K $1.02M
IEMG
Ishares Inc

ETFs
8.83K
+ 26.98%
N/A
41.6K $2.23M
FLO
Flowers Foods Inc

Consumer Defensive
31.3K
+ 228.03%
$15.86 - $19.21 $496K - $601K
45K $718K
HLN
Haleon PLC

Healthcare
43.2K
+ 47.17%
$9.27 - $11.41 $400K - $493K
135K $1.4M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
7.34K
New
$50.27 - $62.05 $369K - $456K
7.34K $453K
JBL
Jabil Inc

Technology
231
+ 4.78%
$116.88 - $218.1 $27K - $50.4K
5.07K $1.1M
DLR
Digital Realty Trust, Inc.

Real Estate
804
+ 8.21%
$136.11 - $177.69 $109K - $143K
10.6K $1.85M
DFIV
Dimensional ETF Tr

ETFs
10.3K
New
$34.67 - $43.21 $357K - $445K
10.3K $440K
AMT
American Tower Corp

Real Estate
1.4K
+ 3.73%
$203.96 - $228.19 $286K - $320K
39K $8.61M
AVSU
American Centy ETF Tr Avantis

ETFs
3.96K
+ 16.44%
$55.22 - $68.6 $219K - $272K
28.1K $1.92M
BK
Bank Of New York Mellon Corp

Financial Services
2.2K
+ 7.37%
$73.31 - $91.62 $161K - $202K
32.1K $2.92M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
578
+ 0.77%
$114.78 - $133.31 $66.3K - $77.1K
75.8K $10.1M
NKE
Nike, Inc.

Consumer Cyclical
147
+ 0.28%
$53.27 - $72.04 $7.83K - $10.6K
52K $3.69M
APO
Apollo Global Management, Inc.

Financial Services
2.5K
+ 26.86%
$108.68 - $145.07 $272K - $363K
11.8K $1.68M
ECL
Ecolab Inc.

Basic Materials
69
+ 0.29%
$225.65 - $270.95 $15.6K - $18.7K
23.8K $6.41M
SYY
Sysco Corp

Consumer Defensive
4.97K
+ 22.17%
$68.0 - $75.91 $338K - $377K
27.4K $2.07M
HRL
Hormel Foods Corp

Consumer Defensive
13.2K
+ 90.91%
$29.11 - $31.44 $384K - $415K
27.7K $837K
AVSC
American Centy ETF Tr Avantis
6.06K
+ 26.35%
$42.39 - $51.76 $257K - $314K
29.1K $1.5M
VXF
Vanguard Extended Market ETF

ETFs
1.2K
+ 15.96%
$150.43 - $192.71 $180K - $230K
8.68K $1.67M
PBI
Pitney Bowes Inc

Industrials
29.3K
+ 95.02%
$7.81 - $10.94 $229K - $320K
60.1K $655K
MSTR
Microstrategy Inc

Technology
72
+ 2.41%
$237.95 - $421.61 $17.1K - $30.4K
3.06K $1.24M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
3K
New
$49.95 - $128.54 $150K - $386K
3K $373K
FIVE
Five Below, Inc

Consumer Cyclical
2.8K
New
$55.75 - $131.18 $156K - $367K
2.8K $366K
SYF
Synchrony Financial

Financial Services
3.83K
+ 48.14%
$43.81 - $66.74 $168K - $256K
11.8K $786K
CARR
Carrier Global Corp

Industrials
88
+ 0.24%
$55.55 - $75.83 $4.89K - $6.67K
36.5K $2.67M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7.55K
+ 51.79%
$48.13 - $49.85 $363K - $376K
22.1K $1.09M
HEFA
Ishares Currency Hedged Msci E

ETFs
9.5K
New
$32.11 - $38.21 $305K - $363K
9.5K $360K
NVS
Novartis Ag

Healthcare
2.06K
+ 18.28%
$101.96 - $121.01 $210K - $250K
13.4K $1.62M
ALGN
Align Technology Inc

Healthcare
957
+ 16.87%
$144.32 - $190.42 $138K - $182K
6.63K $1.26M
DFAE
Dimensional ETF Tr

ETFs
7.45K
+ 17.2%
$22.87 - $28.95 $170K - $216K
50.8K $1.47M
IWN
Ishares Russell2000 Val ETF

ETFs
381
+ 0.91%
$131.84 - $157.76 $50.2K - $60.1K
42.4K $6.69M
CE
Celanese Corp

Basic Materials
6.15K
New
$37.49 - $59.36 $230K - $365K
6.15K $340K
CAH
Cardinal Health Inc

Healthcare
142
+ 1.36%
$125.0 - $168.0 $17.8K - $23.9K
10.6K $1.78M
APA
Apa Corp

Energy
18.3K
New
$14.03 - $21.24 $257K - $389K
18.3K $335K
PCAR
Paccar Inc

Industrials
4.64K
+ 9.6%
$86.4 - $99.09 $401K - $460K
53K $5.04M
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.56K
New
$144.94 - $210.94 $227K - $330K
1.56K $329K
DLTR
Dollar Tree, Inc.

Consumer Defensive
3.32K
New
$67.22 - $100.51 $223K - $334K
3.32K $328K
TJX
Tjx Companies Inc

Consumer Cyclical
1.83K
+ 3.21%
$119.13 - $135.03 $218K - $248K
59K $7.28M
SUB
Ishares Short Term National Mu

ETFs
3K
New
$104.77 - $106.34 $314K - $319K
3K $319K
COOP
Mr. Cooper Group Inc.

Financial Services
2.11K
New
$107.26 - $155.96 $226K - $328K
2.11K $314K
SNPS
Synopsys Inc

Technology
57
+ 1.71%
$380.9 - $517.66 $21.7K - $29.5K
3.39K $1.74M
CRL
Charles River Laboratories International, Inc.

Healthcare
2.02K
New
$99.75 - $151.89 $201K - $306K
2.02K $305K
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.72K
+ 72.02%
$105.23 - $109.61 $286K - $298K
6.5K $712K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3.43K
+ 41.14%
N/A
11.8K $1.01M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
3.6K
New
$65.42 - $80.7 $235K - $290K
3.6K $290K
CRS
Carpenter Technology Corp

Industrials
1.04K
New
$151.3 - $276.38 $158K - $288K
1.04K $287K
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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