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
EQR
Equity Residential

Real Estate
1.14K
+ 25.91%
$61.82 - $71.72 $70.5K - $81.8K
5.55K $374K
TM
Toyota Motor Corp

Consumer Cyclical
379
+ 17.98%
$158.63 - $195.39 $60.1K - $74.1K
2.49K $428K
NWL
Newell Brands Inc.

Consumer Defensive
10.2K
New
$4.48 - $6.27 $45.7K - $64K
10.2K $55K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
358
+ 18.87%
$105.8 - $131.55 $37.9K - $47.1K
2.26K $289K
PSX
Phillips 66

Energy
1.46K
+ 5.0%
$92.87 - $125.73 $136K - $184K
30.7K $3.67M
TOL
Toll Brothers, Inc.

Consumer Cyclical
274
+ 11.97%
$90.5 - $114.3 $24.8K - $31.3K
2.56K $292K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
344
+ 0.4%
$121.58 - $136.74 $41.8K - $47K
85.5K $11.6M
QRVO
Qorvo, Inc.

Technology
190
+ 6.87%
$50.81 - $84.91 $9.65K - $16.1K
2.96K $250K
HIG
Hartford Financial Services Group, Inc.

Financial Services
207
+ 2.73%
$109.83 - $131.67 $22.7K - $27.3K
7.8K $988K
SSRM
Ssr Mining Inc.

Basic Materials
840
+ 5.84%
$9.09 - $13.07 $7.64K - $11K
15.2K $194K
WELL
Welltower Inc.

Real Estate
256
+ 2.08%
$136.49 - $155.22 $34.9K - $39.7K
12.5K $1.93M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
56
+ 0.73%
$49.48 - $61.22 $2.77K - $3.43K
7.75K $471K
ABCB
Ameris Bancorp

Financial Services
49
+ 0.82%
$50.69 - $64.92 $2.48K - $3.18K
5.99K $387K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
492
+ 20.58%
$91.43 - $91.74 $45K - $45.1K
2.88K $264K
RS
Reliance Steel & Aluminum CO

Basic Materials
34
+ 2.61%
$262.08 - $316.81 $8.91K - $10.8K
1.34K $419K
MFG
Mizuho Financial Group Inc

Financial Services
7.5K
+ 22.08%
$4.25 - $5.66 $31.9K - $42.4K
41.4K $230K
O
Realty Income Corp

Real Estate
886
+ 4.11%
$52.27 - $58.52 $46.3K - $51.8K
22.4K $1.29M
NRZ
New Residential Investment Corp.

Real Estate
5.76K
+ 31.58%
N/A
24K $173K
HST
Host Hotels & Resorts, Inc.

Real Estate
1.82K
+ 15.91%
$12.7 - $16.07 $23.1K - $29.2K
13.3K $203K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
74
+ 0.96%
$95.74 - $115.54 $7.08K - $8.55K
7.82K $893K
WOOF
Petco Health & Wellness Company, Inc.

Consumer Cyclical
11.6K
New
N/A
11.6K $39K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
218
+ 6.81%
$65.84 - $80.81 $14.4K - $17.6K
3.42K $274K
IWS
Ishares Russell Midcap Value E

ETFs
1
+ 0.02%
$110.58 - $132.14 $111 - $132
6.1K $806K
IBN
Icici Bank LTD

Financial Services
481
+ 4.87%
$30.16 - $34.39 $14.5K - $16.5K
10.4K $348K
DNP
Dnp Select Income Fund Inc

Financial Services
4.42K
+ 7.34%
$8.89 - $9.88 $39.3K - $43.7K
64.6K $632K
ASX
Ase Technology Holding Co., Ltd.

Technology
1.29K
+ 9.78%
$7.42 - $10.65 $9.58K - $13.7K
14.5K $149K
SKX
Skechers Usa Inc

Consumer Cyclical
73
+ 1.78%
$45.48 - $63.1 $3.32K - $4.61K
4.18K $263K
XLRE
Select Sector Spdr Tr Real Est

ETFs
768
+ 16.04%
$37.08 - $42.26 $28.5K - $32.5K
5.56K $230K
VNT
Vontier Corp

Technology
23
+ 0.33%
$28.04 - $37.3 $645 - $858
6.93K $255K
EQH
Equitable Holdings, Inc.

Financial Services
184
+ 4.0%
$43.98 - $56.1 $8.09K - $10.3K
4.79K $268K
AOA
Ishares Tr Core Aggressive All

ETFs
37
+ 0.96%
$69.46 - $83.4 $2.57K - $3.09K
3.91K $325K
AVT
Avnet Inc

Technology
130
+ 3.07%
$41.51 - $53.08 $5.4K - $6.9K
4.36K $231K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
200
+ 5.88%
$86.79 - $101.21 $17.4K - $20.2K
3.6K $354K
RGLD
Royal Gold Inc

Basic Materials
23
+ 1.66%
$155.48 - $186.71 $3.58K - $4.29K
1.41K $250K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
895
+ 3.13%
$20.16 - $20.49 $18K - $18.3K
29.5K $604K
FNV
Franco Nevada Corp

Basic Materials
52
+ 2.49%
$143.04 - $178.17 $7.44K - $9.26K
2.14K $351K
JEF
Jefferies Financial Group Inc.

Financial Services
270
+ 4.56%
$41.06 - $56.09 $11.1K - $15.1K
6.19K $338K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
799
+ 2.41%
$18.28 - $18.7 $14.6K - $14.9K
33.9K $634K
ADSK
Autodesk, Inc.

Technology
73
+ 1.07%
N/A
6.87K $1.69M
EXP
Eagle Materials Inc

Basic Materials
182
+ 19.44%
$193.68 - $241.95 $35.2K - $44K
1.12K $225K
TRP
Tc Energy Corp

Energy
15
+ 0.14%
$44.48 - $51.4 $667 - $771
10.7K $521K
KFY
Korn Ferry

Industrials
8
+ 0.24%
$59.48 - $74.54 $476 - $596
3.31K $242K
WIT
Wipro LTD

Technology
5.86K
+ 12.23%
$2.7 - $3.09 $15.8K - $18.1K
53.7K $162K
CHK
Chesapeake Energy Corp

Energy
191
+ 5.86%
N/A
3.45K $295K
HAL
Halliburton CO

Energy
4.48K
+ 29.43%
$19.26 - $25.7 $86.2K - $115K
19.7K $401K
FOXA
Fox Corp

Communication Services
330
+ 4.45%
$47.21 - $57.04 $15.6K - $18.8K
7.74K $433K
FE
Firstenergy Corp

Utilities
366
+ 3.53%
$38.31 - $43.17 $14K - $15.8K
10.7K $432K
OVV
Ovintiv Inc.

Energy
1.01K
+ 17.83%
$31.18 - $44.14 $31.3K - $44.4K
6.64K $252K
BIIB
Biogen Inc.

Healthcare
303
+ 12.58%
$113.38 - $135.49 $34.4K - $41.1K
2.71K $340K
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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