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
MSCI
Msci Inc.

Financial Services
2.76K
+ 151.1%
$526.48 - $588.0 $1.45M - $1.62M
4.59K $2.6M
SFBS
Servis First Bancshares, Inc.

Financial Services
19.1K
New
$76.69 - $89.24 $1.47M - $1.71M
19.1K $1.54M
MDT
Medtronic PLC

Healthcare
7.36K
+ 7.26%
$87.67 - $95.74 $645K - $704K
109K $10.3M
AMAT
Applied Materials Inc

Technology
4.38K
+ 15.75%
$156.25 - $204.95 $684K - $897K
32.2K $6.59M
MGC
Vanguard Mega Cap ETF

ETFs
1.61K
+ 2.78%
$224.2 - $245.55 $360K - $394K
59.4K $14.5M
CMI
Cummins Inc

Industrials
2.07K
+ 32.32%
$327.85 - $426.39 $678K - $882K
8.47K $3.58M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
139
+ 0.07%
$71.0 - $90.32 $9.87K - $12.6K
201K $15.5M
GILD
Gilead Sciences, Inc.

Healthcare
13.2K
+ 39.04%
$108.22 - $120.47 $1.43M - $1.6M
47.2K $5.24M
SCHW
Schwab Charles Corp

Financial Services
13.5K
+ 31.55%
$91.03 - $98.69 $1.23M - $1.33M
56.4K $5.38M
PNC
Pnc Financial Services Group, Inc.

Financial Services
3.67K
+ 7.27%
$185.88 - $207.44 $683K - $762K
54.2K $10.9M
IWN
Ishares Russell2000 Val ETF

ETFs
3.68K
+ 8.67%
$157.1 - $178.94 $578K - $658K
46.1K $8.15M
ASML
Asml Holding Nv

Technology
559
+ 10.24%
$689.63 - $968.09 $386K - $541K
6.02K $5.83M
ETN
Eaton Corp PLC

Industrials
2.71K
+ 11.34%
$342.99 - $392.76 $929K - $1.06M
26.6K $9.95M
MCK
Mckesson Corp

Healthcare
1.47K
+ 22.23%
$659.01 - $772.54 $969K - $1.14M
8.09K $6.25M
IWM
Ishares Russell 2000 ETF

ETFs
1.12K
+ 2.61%
$214.92 - $244.84 $241K - $275K
44.2K $10.7M
PFE
Pfizer Inc

Healthcare
40.7K
+ 13.95%
$23.29 - $25.88 $947K - $1.05M
332K $8.46M
FIX
Comfort Systems Usa Inc

Industrials
1.37K
+ 155.08%
$521.66 - $825.18 $717K - $1.13M
2.26K $1.86M
VT
Vanguard Total World Stk Index

ETFs
3.32K
+ 3.32%
$128.41 - $138.03 $426K - $458K
103K $14.2M
NOC
Northrop Grumman Corp

Industrials
1.1K
+ 17.92%
$498.9 - $609.32 $547K - $668K
7.21K $4.4M
ITW
Illinois Tool Works Inc

Industrials
4.14K
+ 21.99%
$252.31 - $269.41 $1.04M - $1.12M
23K $5.99M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
12K
+ 10.27%
$97.75 - $100.75 $1.17M - $1.2M
128K $12.9M
IYW
Ishares Dj Us Tech ETF

ETFs
5.44K
+ 48.24%
$171.38 - $197.01 $932K - $1.07M
16.7K $3.27M
DIS
Walt Disney CO

Communication Services
16.8K
+ 24.93%
$112.25 - $124.0 $1.89M - $2.09M
84.3K $9.65M
NOW
Service Now, Inc.

Technology
2.32K
+ 28.48%
$850.86 - $1044.69 $1.97M - $2.42M
10.5K $9.62M
COST
Costco Wholesale Corp

Consumer Defensive
3.02K
+ 12.52%
$915.95 - $994.57 $2.77M - $3.01M
27.2K $25.1M
DFAE
Dimensional ETF Tr

ETFs
34.5K
+ 67.91%
$28.84 - $31.84 $994K - $1.1M
85.2K $2.69M
NEM
Newmont Corp

Basic Materials
5.84K
+ 21.07%
$57.35 - $85.25 $335K - $498K
33.6K $2.83M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
15.7K
+ 229.13%
$70.85 - $76.96 $1.12M - $1.21M
22.6K $1.72M
CB
Chubb LTD

Financial Services
5.1K
+ 13.96%
$265.99 - $289.59 $1.36M - $1.48M
41.6K $11.8M
SLV
I Shares Silver Trust

ETFs
11.9K
+ 17.2%
$32.73 - $42.5 $388K - $504K
80.9K $3.43M
TILE
Interface Inc

Consumer Cyclical
40.1K
New
$20.39 - $29.88 $818K - $1.2M
40.1K $1.16M
LHX
L3 Harris Technologies, Inc.

Industrials
1.98K
+ 20.87%
$252.18 - $305.41 $499K - $604K
11.5K $3.5M
CDNS
Cadence Design Systems Inc

Technology
920
+ 5.01%
$309.46 - $373.37 $285K - $344K
19.3K $6.77M
VLO
Valero Energy Corp

Energy
2.95K
+ 17.45%
$131.77 - $175.63 $388K - $518K
19.8K $3.38M
IWR
Ishares Russell Mid Cap ETF

ETFs
9.67K
+ 26.74%
$92.26 - $97.51 $892K - $943K
45.8K $4.43M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
63K
+ 229.51%
$13.29 - $16.05 $838K - $1.01M
90.5K $1.44M
ABT
Abbott Laboratories

Healthcare
10.6K
+ 6.11%
$120.51 - $136.62 $1.28M - $1.45M
184K $24.6M
GLDD
Great Lakes Dredge & Dock Corp

Industrials
88.2K
New
$10.53 - $12.27 $929K - $1.08M
88.2K $1.06M
DFUS
Dimensional ETF Tr U S Equity

ETFs
169
+ 0.09%
$67.01 - $72.84 $11.3K - $12.3K
190K $13.8M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
8.35K
+ 137.95%
$108.03 - $117.04 $902K - $977K
14.4K $1.69M
GM
General Motors CO

Consumer Cyclical
10.2K
+ 29.79%
$48.89 - $61.24 $501K - $627K
44.6K $2.72M
WFC
Wells Fargo & Company

Financial Services
6.5K
+ 5.01%
$77.05 - $85.16 $501K - $553K
136K $11.4M
IQLT
Ishares Msci Intl Quality Fact

ETFs
23K
New
$41.43 - $44.2 $952K - $1.02M
23K $1.02M
BA
Boeing CO

Industrials
4.17K
+ 22.93%
$209.79 - $237.38 $874K - $989K
22.3K $4.82M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
40.5K
New
$24.11 - $24.94 $976K - $1.01M
40.5K $1.01M
TYL
Tyler Technologies Inc

Technology
2.61K
+ 49.79%
$522.22 - $611.76 $1.36M - $1.59M
7.84K $4.1M
COP
Conocophillips

Energy
8.12K
+ 17.6%
$91.0 - $98.99 $739K - $804K
54.3K $5.14M
SCHA
Schwab Strategic Tr Us Small C

ETFs
9.6K
+ 3.45%
$25.29 - $28.33 $243K - $272K
288K $8.03M
BK
Bank Of New York Mellon Corp

Financial Services
3.74K
+ 11.66%
$90.65 - $109.75 $339K - $410K
35.8K $3.9M
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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