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
CRWD
Crowd Strike Holdings, Inc.

Technology
1.75K
+ 17.52%
$412.46 - $514.1 $723K - $902K
11.8K $5.77M
TRV
Travelers Companies, Inc.

Financial Services
1.68K
+ 9.95%
$250.62 - $279.43 $422K - $471K
18.6K $5.2M
WEC
Wec Energy Group, Inc.

Utilities
5K
+ 56.56%
$103.66 - $114.59 $519K - $573K
13.9K $1.59M
AIQ
Global X Funds Global X Artifi

ETFs
10.6K
+ 42.23%
$43.2 - $49.66 $456K - $524K
35.5K $1.76M
MRVL
Marvell Technology, Inc.

Technology
7.23K
+ 85.28%
$62.31 - $84.07 $450K - $608K
15.7K $1.32M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
16.6K
New
$38.1 - $40.7 $634K - $677K
16.6K $659K
AMP
Ameriprise Financial Inc

Financial Services
1.66K
+ 43.44%
$486.13 - $544.55 $808K - $906K
5.49K $2.7M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
13.3K
New
$48.31 - $48.93 $644K - $652K
13.3K $651K
ICF
Ishares Tr

ETFs
10.5K
+ 209.54%
$59.57 - $62.89 $627K - $662K
15.5K $958K
TMUS
T Mobile Us, Inc.

Communication Services
2.65K
+ 19.02%
$226.02 - $259.01 $600K - $687K
16.6K $3.97M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.48K
+ 6.59%
$282.75 - $294.19 $419K - $436K
24K $7.05M
DELL
Dell Technologies Inc.

Technology
3.58K
+ 51.53%
$120.96 - $141.77 $433K - $508K
10.5K $1.49M
RF
Regions Financial Corp

Financial Services
14.2K
+ 15.23%
$24.03 - $27.41 $341K - $389K
107K $2.83M
ECL
Ecolab Inc.

Basic Materials
1.94K
+ 8.17%
$259.39 - $285.47 $504K - $555K
25.7K $7.05M
MCHI
Ishares Msci China ETF

ETFs
9.67K
New
$54.58 - $65.85 $528K - $637K
9.67K $636K
SKYY
First Trust Cloud Computing Et

ETFs
4.66K
New
$118.24 - $138.53 $550K - $645K
4.66K $625K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
3.2K
+ 3.68%
$87.05 - $93.19 $279K - $298K
90.1K $8.38M
CVS
Cvs Health Corp

Healthcare
5.4K
+ 16.44%
$58.75 - $76.5 $317K - $413K
38.3K $2.89M
SNV
Synovus Financial Corp

Financial Services
12.9K
+ 233.7%
$46.55 - $59.6 $600K - $768K
18.4K $903K
FAST
Fastenal CO

Industrials
1.66K
+ 2.18%
$42.47 - $50.39 $70.3K - $83.4K
77.7K $3.81M
MLI
Mueller Industries Inc

Industrials
6.11K
New
$82.07 - $101.7 $502K - $621K
6.11K $617K
PG
Procter & Gamble CO

Consumer Defensive
13.7K
+ 5.21%
$150.47 - $161.22 $2.06M - $2.2M
276K $42.4M
CSX
Csx Corp

Industrials
10.7K
+ 13.5%
$32.05 - $36.52 $342K - $390K
89.7K $3.19M
WST
West Pharmaceutical Services Inc

Healthcare
345
+ 2.92%
$210.08 - $279.1 $72.5K - $96.3K
12.2K $3.19M
CEG
Constellation Energy Corp

Utilities
1.68K
+ 20.92%
$298.82 - $354.89 $502K - $596K
9.71K $3.2M
EIX
Edison International

Utilities
10.9K
New
$50.42 - $56.35 $550K - $615K
10.9K $603K
COF
Capital One Financial Corp

Financial Services
2.84K
+ 11.67%
$207.29 - $229.74 $588K - $652K
27.2K $5.77M
EPD
Enterprise Products Partners L.P.

Energy
17.7K
+ 14.93%
$30.74 - $32.14 $544K - $569K
136K $4.26M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.54K
+ 6.6%
$148.97 - $165.88 $230K - $256K
24.9K $4.09M
EXPE
Expedia Group, Inc.

Consumer Cyclical
2.13K
+ 74.37%
$171.01 - $228.24 $364K - $485K
4.99K $1.07M
IDXX
Idexx Laboratories Inc

Healthcare
328
+ 9.06%
$514.61 - $682.78 $169K - $224K
3.95K $2.52M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.29K
+ 3.71%
$164.63 - $174.58 $213K - $226K
36.1K $6.31M
GBDC
Golub Capital Bdc, Inc.

Financial Services
55.5K
+ 28.64%
$13.69 - $15.48 $760K - $860K
249K $3.41M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
9.15K
+ 45.88%
$55.15 - $58.11 $505K - $532K
29.1K $1.67M
IDEV
Ishares Core Msci Intl Develop

ETFs
7.13K
New
$74.68 - $80.26 $532K - $572K
7.13K $571K
WTRG
Essential Utilities, Inc.

Utilities
14.1K
New
$36.73 - $39.9 $519K - $563K
14.1K $563K
LYFT
Lyft, Inc.

Technology
25.4K
New
$13.41 - $22.93 $340K - $582K
25.4K $558K
NVS
Novartis Ag

Healthcare
3.58K
+ 26.82%
$113.5 - $129.73 $407K - $465K
16.9K $2.17M
ROK
Rockwell Automation, Inc

Industrials
1.44K
+ 48.81%
$328.67 - $358.52 $473K - $516K
4.39K $1.53M
WDC
Western Digital Corp

Technology
1.59K
+ 24.85%
$63.84 - $120.06 $102K - $191K
8K $960K
VZ
Verizon Communications Inc

Communication Services
9.59K
+ 5.05%
$40.84 - $45.06 $392K - $432K
199K $8.76M
EA
Electronic Arts Inc.

Communication Services
1.65K
+ 32.3%
$147.79 - $202.05 $243K - $332K
6.74K $1.36M
MET
Metlife Inc

Financial Services
6K
+ 23.47%
$73.82 - $82.37 $443K - $495K
31.6K $2.6M
WMB
Williams Companies, Inc.

Energy
8.03K
+ 12.63%
$56.52 - $64.01 $454K - $514K
71.6K $4.53M
PYPL
Pay Pal Holdings, Inc.

Financial Services
10.5K
+ 46.93%
$65.64 - $78.22 $687K - $819K
32.8K $2.2M
SHOP
Shopify Inc.

Technology
1.77K
+ 21.19%
$112.11 - $157.12 $198K - $278K
10.1K $1.5M
SNOW
Snowflake Inc.

Technology
2.34K
+ 63.83%
$191.73 - $241.0 $448K - $563K
6K $1.35M
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.86K
+ 20.94%
$72.57 - $74.72 $497K - $512K
39.6K $2.94M
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.26K
+ 3.52%
$91.28 - $97.59 $206K - $221K
66.5K $6.38M
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
Track This Portfolio

Track Hb Wealth Management, LLC Portfolio

Follow Hb Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hb Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email