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
DASH
Door Dash, Inc.

Communication Services
154
+ 3.96%
$163.16 - $246.51 $25.1K - $38K
4.05K $997K
TSN
Tyson Foods, Inc.

Consumer Defensive
6.29K
+ 75.09%
$54.33 - $63.56 $342K - $400K
14.7K $820K
EQL
Alps ETF Tr Equal Sector Weigh

ETFs
6.48K
New
$37.36 - $43.85 $242K - $284K
6.48K $284K
WF
Woori Financial Group Inc.

Financial Services
5.73K
New
$30.46 - $49.73 $175K - $285K
5.73K $284K
MGM
Mgm Resorts International

Consumer Cyclical
8.27K
New
$25.79 - $34.95 $213K - $289K
8.27K $284K
IGV
Ishares Expanded Tech Software

ETFs
10
+ 0.07%
$80.15 - $109.5 $802 - $1.1K
13.7K $1.5M
EW
Edwards Lifesciences Corp

Healthcare
1.98K
+ 9.19%
$67.07 - $78.22 $133K - $155K
23.5K $1.84M
CL
Colgate Palmolive CO

Consumer Defensive
5.37K
+ 7.09%
$87.57 - $96.0 $470K - $516K
81.1K $7.38M
OSK
Oshkosh Corp

Industrials
2.44K
New
$79.17 - $113.62 $193K - $277K
2.44K $276K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.09K
+ 21.96%
$45.88 - $54.4 $188K - $222K
22.7K $1.24M
CCL
Carnival Corp

Consumer Cyclical
1.48K
+ 5.59%
$16.43 - $28.12 $24.2K - $41.5K
27.9K $784K
SAN
Banco Santander, S.A.

Financial Services
26.3K
+ 85.26%
$5.72 - $8.32 $150K - $218K
57K $473K
GVI
Ishares Tr

ETFs
2.45K
New
$104.82 - $106.79 $257K - $262K
2.45K $261K
HEI
Heico Corp

Industrials
793
New
$236.44 - $328.0 $187K - $260K
793 $260K
CTVA
Corteva, Inc.

Basic Materials
550
+ 2.98%
$55.52 - $74.53 $30.5K - $41K
19K $1.42M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
8.75K
New
$19.5 - $30.4 $171K - $266K
8.75K $256K
ON
On Semiconductor Corp

Technology
3.07K
+ 38.83%
$31.95 - $54.21 $98.1K - $166K
11K $575K
KB
Kb Financial Group Inc.

Financial Services
3.06K
New
$46.88 - $82.59 $143K - $253K
3.06K $252K
STRL
Sterling Construction CO Inc

Industrials
1.09K
New
$104.96 - $231.51 $115K - $253K
1.09K $252K
MOS
Mosaic CO

Basic Materials
6.91K
New
$22.76 - $36.95 $157K - $255K
6.91K $251K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4.85K
+ 14.12%
$49.79 - $50.75 $241K - $246K
39.2K $1.99M
SHW
Sherwin Williams CO

Basic Materials
1.26K
+ 3.96%
$313.51 - $363.51 $395K - $458K
33.1K $11.4M
JBHT
Hunt J B Transport Services Inc

Industrials
1.7K
New
$124.73 - $152.78 $212K - $259K
1.7K $243K
ARW
Arrow Electronics Inc

Technology
1.9K
New
$90.32 - $128.28 $172K - $244K
1.9K $242K
TRMB
Trimble Inc.

Technology
3.18K
New
$55.12 - $75.98 $175K - $241K
3.18K $241K
JKHY
Henry Jack & Associates Inc

Technology
1.33K
New
$163.54 - $186.02 $218K - $248K
1.33K $240K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.02K
New
$116.93 - $119.39 $236K - $241K
2.02K $239K
SLF
Sun Life Financial Inc

Financial Services
3.57K
New
$53.39 - $66.45 $191K - $237K
3.57K $237K
NTES
Net Ease, Inc.

Communication Services
1.77K
New
$91.37 - $134.58 $161K - $238K
1.77K $237K
OLED
Universal Display Corp Pa

Technology
1.53K
New
$106.6 - $161.02 $163K - $247K
1.53K $236K
SSNC
Ss&C Technologies Holdings Inc

Technology
2.84K
New
$71.96 - $83.42 $205K - $237K
2.84K $235K
PYPL
Pay Pal Holdings, Inc.

Financial Services
500
+ 2.29%
$57.41 - $74.81 $28.7K - $37.4K
22.3K $1.66M
SLM
Slm Corp

Financial Services
7.14K
New
$24.84 - $34.36 $177K - $245K
7.14K $234K
CNA
Cna Financial Corp

Financial Services
5.46K
+ 104.33%
$45.03 - $50.88 $246K - $278K
10.7K $497K
IETC
Ishares U S ETF Tr

ETFs
2.5K
New
$67.28 - $94.0 $168K - $235K
2.5K $232K
YEXT
Yext, Inc.

Technology
20K
+ 79.48%
$5.61 - $8.97 $112K - $179K
45.1K $383K
IWP
Ishares Russell Mid Cap Growth

ETFs
437
+ 5.59%
$104.34 - $138.68 $45.6K - $60.6K
8.25K $1.14M
BPOP
Popular, Inc.

Financial Services
2.03K
New
$81.63 - $110.51 $166K - $225K
2.03K $224K
URA
Global X Uranium ETF

ETFs
5.78K
New
$20.26 - $38.81 $117K - $224K
5.78K $224K
KD
Kyndryl Holdings, Inc.

Technology
5.35K
New
$27.77 - $41.96 $149K - $224K
5.35K $224K
NGG
National Grid PLC

Utilities
1.96K
+ 22.07%
$62.74 - $74.79 $123K - $146K
10.8K $805K
MYRG
Myr Group Inc.

Industrials
1.24K
New
$101.85 - $182.61 $126K - $226K
1.24K $224K
GATX
Gatx Corp

Industrials
1.45K
New
$141.27 - $159.24 $204K - $230K
1.45K $222K
SSO
Proshares Ultra S&P 500

ETFs
2.27K
New
$64.8 - $97.72 $147K - $222K
2.27K $222K
NVT
N Vent Electric PLC

Industrials
203
+ 2.07%
$45.2 - $73.35 $9.18K - $14.9K
10K $732K
JNPR
Juniper Networks Inc

Technology
5.5K
New
$33.93 - $39.93 $187K - $219K
5.5K $219K
INTF
Ishares Tr

ETFs
5.45K
+ 63.54%
$27.6 - $34.51 $150K - $188K
14K $479K
IVZ
Invesco Ltd.

Financial Services
13.7K
New
$12.14 - $15.77 $166K - $216K
13.7K $215K
CMCSA
Comcast Corp

Communication Services
15.3K
+ 5.59%
$32.84 - $36.72 $503K - $562K
289K $10.3M
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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