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
DHR
Danaher Corp

Healthcare
2.48K
+ 4.81%
$181.46 - $212.2 $450K - $526K
54K $10.7M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
321
+ 0.1%
$28.15 - $30.13 $9.04K - $9.67K
326K $9.67M
FNF
Fidelity National Financial, Inc.

Financial Services
7.26K
+ 37.25%
$51.22 - $61.07 $372K - $443K
26.7K $1.62M
JEPI
J P Morgan Exchange Traded Fd

ETFs
9.01K
+ 21.65%
$55.61 - $57.37 $501K - $517K
50.6K $2.89M
CGGO
Capital Group Global Growth Eq

ETFs
14.4K
+ 124.6%
$31.71 - $34.17 $458K - $494K
26K $889K
ROL
Rollins Inc

Consumer Cyclical
8.22K
+ 52.43%
$55.05 - $58.74 $452K - $483K
23.9K $1.4M
XEL
Xcel Energy Inc

Utilities
3.94K
+ 24.53%
$67.56 - $80.65 $266K - $318K
20K $1.61M
CNC
Centene Corp

Healthcare
17K
+ 354.71%
$25.21 - $56.65 $429K - $963K
21.8K $777K
EBAY
Ebay Inc

Consumer Cyclical
2.65K
+ 15.87%
$75.33 - $100.77 $200K - $267K
19.4K $1.76M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
12.3K
+ 39.25%
$30.13 - $33.37 $372K - $412K
43.8K $1.46M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
6.14K
New
$71.86 - $87.45 $441K - $537K
6.14K $511K
PM
Philip Morris International Inc.

Consumer Defensive
13.2K
+ 16.11%
$157.77 - $183.27 $2.08M - $2.42M
95K $15.4M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
5.12K
+ 33.72%
$92.18 - $95.14 $472K - $487K
20.3K $1.93M
STX
Seagate Technology Holdings PLC

Technology
534
+ 12.97%
$142.01 - $236.06 $75.8K - $126K
4.65K $1.1M
AUB
Atlantic Union Bankshares Corp

Financial Services
14.2K
New
$31.23 - $36.56 $445K - $521K
14.2K $502K
SHYD
Vaneck Short High Yield Muni E

ETFs
21.9K
New
$22.31 - $23.01 $488K - $504K
21.9K $501K
MFC
Manulife Financial Corp

Financial Services
17.1K
+ 42.76%
$29.9 - $32.34 $511K - $552K
57K $1.78M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
3.66K
+ 12.1%
$80.54 - $89.67 $295K - $328K
33.9K $2.98M
VLRS
Controladora Vuela Compania De Aviacion, S.A.B. De C.V.

Industrials
68.3K
New
$4.38 - $7.18 $299K - $490K
68.3K $490K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
617
+ 10.16%
$275.84 - $326.36 $170K - $201K
6.69K $2.18M
ARCC
Ares Capital Corp

Financial Services
33.8K
+ 25.21%
$20.41 - $23.25 $691K - $787K
168K $3.43M
FOUR
Shift4 Payments, Inc.

Technology
6.19K
New
$77.4 - $106.81 $479K - $661K
6.19K $479K
AFRM
Affirm Holdings, Inc.

Technology
6.16K
+ 97.53%
$64.05 - $92.18 $394K - $568K
12.5K $911K
HWM
Howmet Aerospace Inc.

Industrials
2.01K
+ 26.95%
$171.0 - $196.23 $343K - $394K
9.46K $1.86M
VEEV
Veeva Systems Inc

Healthcare
958
+ 5.2%
$269.2 - $297.91 $258K - $285K
19.4K $5.77M
ALL
Allstate Corp

Financial Services
1.51K
+ 14.61%
$192.0 - $214.65 $291K - $325K
11.9K $2.55M
AME
Ametek Inc

Industrials
2.26K
+ 44.63%
$176.44 - $192.03 $398K - $433K
7.31K $1.37M
LDOS
Leidos Holdings, Inc.

Technology
1.17K
+ 15.3%
$159.2 - $188.96 $185K - $220K
8.78K $1.66M
BNDX
Vanguard Total International B

ETFs
9.26K
New
$49.0 - $49.51 $454K - $458K
9.26K $457K
COIN
Coinbase Global, Inc.

Technology
1.45K
+ 54.05%
$297.99 - $419.78 $433K - $610K
4.14K $1.4M
CHKP
Check Point Software Technologies LTD

Technology
2.19K
New
$180.73 - $231.23 $396K - $506K
2.19K $453K
A
Agilent Technologies, Inc.

Healthcare
2.82K
+ 34.64%
$112.04 - $128.75 $316K - $363K
11K $1.41M
XLU
Utilities Sector Spdr

ETFs
4.47K
+ 43.73%
$81.14 - $87.32 $362K - $390K
14.7K $1.28M
SLB
Schlumberger Limited

Energy
12.6K
+ 60.32%
$32.37 - $37.31 $407K - $469K
33.4K $1.15M
MAIN
Main Street Capital Corp

Financial Services
6.61K
+ 148.4%
$59.28 - $67.54 $392K - $447K
11.1K $704K
SHW
Sherwin Williams CO

Basic Materials
993
+ 3.0%
$330.88 - $375.23 $329K - $373K
34.1K $11.8M
IYR
Ishares Tr

ETFs
4.3K
+ 58.12%
$94.16 - $98.46 $405K - $423K
11.7K $1.13M
PKG
Packaging Corp Of America

Consumer Cyclical
683
+ 6.96%
$191.41 - $220.25 $131K - $150K
10.5K $2.29M
PNR
Pentair PLC

Industrials
3.67K
+ 91.82%
$100.62 - $112.59 $369K - $413K
7.67K $848K
SGOL
Abrdn Gold ETF Trust

ETFs
8.6K
+ 37.87%
$31.18 - $36.81 $268K - $317K
31.3K $1.15M
TXN
Texas Instruments Inc

Technology
2.24K
+ 2.71%
N/A
84.8K $16.5M
DE
Deere & CO

Industrials
2.13K
+ 20.24%
$457.26 - $524.37 $975K - $1.12M
12.7K $5.79M
IEMG
Ishares Inc

ETFs
8.06K
+ 19.38%
N/A
49.6K $2.66M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
4.08K
+ 83.11%
$92.97 - $100.18 $379K - $409K
8.99K $893K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
8.13K
+ 36.73%
$48.5 - $50.19 $394K - $408K
30.3K $1.52M
MBB
Ishares Tr

ETFs
4.49K
New
$92.46 - $95.73 $415K - $430K
4.49K $427K
NDAQ
Nasdaq, Inc.

Financial Services
4.88K
+ 58.43%
$86.73 - $96.94 $423K - $473K
13.2K $1.17M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
9.04K
New
$45.26 - $46.63 $409K - $421K
9.04K $417K
MUB
Ishares National Muni Bond ETF

ETFs
3.8K
+ 90.12%
$103.24 - $106.68 $393K - $406K
8.02K $854K
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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