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
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
5.3K
New
$30.96 - $40.6 $164K - $215K
5.3K $214K
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
7.88K
New
$23.94 - $30.54 $189K - $241K
7.88K $214K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
4.06K
+ 1.91%
$41.1 - $42.37 $167K - $172K
217K $9.15M
IDA
Idacorp Inc

Utilities
1.85K
New
$111.01 - $119.72 $205K - $221K
1.85K $213K
PHYS
Sprott Physical Gold Trust

Financial Services
8.34K
New
$22.82 - $26.29 $190K - $219K
8.34K $211K
DG
Dollar General Corp

Consumer Defensive
393
+ 6.26%
$86.02 - $114.95 $33.8K - $45.2K
6.67K $762K
SPSC
Sps Commerce Inc

Technology
1.54K
New
$121.61 - $152.67 $188K - $236K
1.54K $210K
PALL
Abrdn Palladium ETF Trust

ETFs
2.1K
New
$82.97 - $103.91 $174K - $218K
2.1K $210K
WDFC
Wd 40 CO

Basic Materials
915
New
$217.49 - $248.93 $199K - $228K
915 $208K
FITB
Fifth Third Bancorp

Financial Services
1.66K
+ 2.28%
$33.32 - $41.51 $55.1K - $68.7K
74.2K $3.05M
INCY
Incyte Corp

Healthcare
3.03K
New
$55.17 - $71.22 $167K - $216K
3.03K $206K
IEX
Idex Corp

Industrials
1.17K
New
$160.66 - $191.29 $188K - $224K
1.17K $205K
ESAB
Esab Corp

Industrials
1.69K
New
$104.48 - $130.25 $176K - $220K
1.69K $203K
KBE
Spdr S&P Bank ETF

ETFs
3.64K
New
$45.85 - $55.78 $167K - $203K
3.64K $203K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
14.6K
New
$11.53 - $13.87 $168K - $203K
14.6K $202K
AM
Antero Midstream Corp

Energy
10.7K
New
$15.88 - $18.99 $170K - $203K
10.7K $202K
ARES
Ares Management Corp

Financial Services
389
+ 7.9%
$118.04 - $175.83 $45.9K - $68.4K
5.31K $920K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
12.9K
New
$13.71 - $15.46 $177K - $199K
12.9K $199K
ETR
Entergy Corp

Utilities
2.93K
+ 15.16%
$79.01 - $86.61 $232K - $254K
22.3K $1.85M
CTAS
Cintas Corp

Industrials
231
+ 2.79%
$190.11 - $227.66 $43.9K - $52.6K
8.52K $1.9M
VRSK
Verisk Analytics, Inc.

Industrials
220
+ 2.44%
$277.03 - $321.33 $60.9K - $70.7K
9.22K $2.87M
MDT
Medtronic PLC

Healthcare
5.19K
+ 5.4%
$80.68 - $88.86 $419K - $461K
101K $8.83M
MSCI
Msci Inc.

Financial Services
304
+ 19.97%
$506.56 - $576.74 $154K - $175K
1.83K $1.05M
IRM
Iron Mountain Inc

Real Estate
299
+ 3.08%
$76.93 - $105.25 $23K - $31.5K
10K $1.03M
NTAP
Net App, Inc.

Technology
1.11K
+ 29.39%
$76.1 - $106.55 $84.3K - $118K
4.88K $519K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
19K
+ 28.18%
$9.85 - $11.67 $187K - $221K
86.2K $970K
IBKR
Interactive Brokers Group, Inc.

Financial Services
7.78K
+ 350.63%
$50.53 - $212.53 $393K - $1.65M
10K $554K
CSL
Carlisle Companies Inc

Industrials
310
+ 15.0%
$317.1 - $408.5 $98.3K - $127K
2.38K $887K
RDY
Dr Reddys Laboratories LTD

Healthcare
12.1K
New
$12.36 - $16.17 $149K - $195K
12.1K $181K
FSS
Federal Signal Corp

Industrials
77
+ 1.5%
$69.23 - $106.42 $5.33K - $8.19K
5.22K $555K
F
Ford Motor CO

Consumer Cyclical
9.7K
+ 11.6%
$8.69 - $10.85 $84.3K - $105K
93.3K $1.01M
EBAY
Ebay Inc

Consumer Cyclical
814
+ 5.12%
$59.52 - $79.36 $48.4K - $64.6K
16.7K $1.24M
EQIX
Equinix Inc

Real Estate
259
+ 13.01%
$740.07 - $914.43 $192K - $237K
2.25K $1.79M
NTRS
Northern Trust Corp

Financial Services
472
+ 12.8%
$84.45 - $126.79 $39.9K - $59.8K
4.16K $527K
ES
Eversource Energy

Utilities
2.19K
+ 17.67%
$54.25 - $65.89 $119K - $145K
14.6K $929K
IHD
Voya Emerging Markets High Dividend Equity Fund

Financial Services
26.4K
New
$4.62 - $5.95 $122K - $157K
26.4K $156K
MDXG
Mimedx Group, Inc.

Healthcare
25.5K
New
$5.88 - $7.69 $150K - $196K
25.5K $155K
CMI
Cummins Inc

Industrials
205
+ 3.31%
$267.12 - $336.65 $54.8K - $69K
6.4K $2.1M
HSBC
Hsbc Holdings PLC

Financial Services
2.15K
+ 35.47%
$46.68 - $61.09 $101K - $132K
8.23K $500K
ROLL
Rbc Bearings Inc

Industrials
615
New
N/A
615 $151K
ALLE
Allegion PLC

Industrials
869
+ 50.91%
$118.52 - $145.64 $103K - $127K
2.58K $371K
PTC
Ptc Inc.

Technology
626
+ 26.71%
$136.74 - $173.24 $85.6K - $108K
2.97K $511K
LNG
Cheniere Energy, Inc.

Energy
472
+ 18.27%
$197.25 - $244.33 $93.1K - $115K
3.06K $744K
STT
State Street Corp

Financial Services
22
+ 0.26%
$75.33 - $106.34 $1.66K - $2.34K
8.45K $898K
DFIC
Dimensional ETF Tr Dimensional

ETFs
946
+ 2.81%
$24.94 - $31.15 $23.6K - $29.5K
34.6K $1.07M
CCI
Crown Castle International Corp

Real Estate
1.53K
+ 11.5%
$94.83 - $107.06 $145K - $164K
14.9K $1.53M
PTON
Peloton Interactive, Inc.

Consumer Cyclical
19.3K
New
$5.0 - $7.65 $96.7K - $148K
19.3K $134K
TW
Tradeweb Markets Inc.

Financial Services
938
+ 57.51%
$125.37 - $149.02 $118K - $140K
2.57K $376K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
9.12K
+ 49.77%
$12.23 - $15.46 $112K - $141K
27.5K $414K
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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