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
SCHO
Schwab Short Term Us Treasury

ETFs
16.8K
+ 7.68%
$24.23 - $24.42 $407K - $410K
235K $5.74M
DFSD
Dimensional ETF Tr Short Durat

ETFs
8.48K
+ 96.84%
$47.86 - $48.43 $406K - $411K
17.2K $830K
MP
Mp Materials Corp.

Basic Materials
6.1K
New
$30.03 - $77.13 $183K - $470K
6.1K $408K
RY
Royal Bank Of Canada

Financial Services
2.4K
+ 73.36%
$128.46 - $148.6 $308K - $357K
5.67K $835K
BXSL
Blackstone Secured Lending Fund

Financial Services
15.4K
New
$26.07 - $32.55 $401K - $500K
15.4K $400K
SPG
Simon Property Group Inc

Real Estate
1.27K
+ 21.53%
$159.93 - $187.67 $203K - $238K
7.16K $1.34M
SBUX
Starbucks Corp

Consumer Cyclical
7.63K
+ 21.59%
$81.9 - $96.86 $624K - $739K
42.9K $3.63M
CSB
Victory Portf Ii Shs Us Small

ETFs
6.72K
New
$55.33 - $60.22 $372K - $404K
6.72K $397K
ROST
Ross Stores, Inc.

Consumer Cyclical
954
+ 9.54%
$127.59 - $152.81 $122K - $146K
11K $1.67M
CFG
Citizens Financial Group Inc

Financial Services
4.28K
+ 21.8%
$46.1 - $53.65 $197K - $229K
23.9K $1.27M
DVN
Devon Energy Corp

Energy
9.36K
+ 49.93%
$31.75 - $36.99 $297K - $346K
28.1K $984K
MEDP
Medpace Holdings, Inc.

Healthcare
456
+ 59.38%
$308.88 - $514.16 $141K - $234K
1.22K $629K
STT
State Street Corp

Financial Services
2.64K
+ 31.25%
$102.01 - $117.25 $269K - $310K
11.1K $1.29M
VTR
Ventas, Inc.

Real Estate
4.84K
+ 67.59%
$62.76 - $69.99 $304K - $339K
12K $839K
HPQ
Hp Inc

Technology
7.93K
+ 12.97%
$24.45 - $29.35 $194K - $233K
69.1K $1.88M
BTI
British American Tobacco P.L.C.

Consumer Defensive
6.06K
+ 54.59%
$46.69 - $59.27 $283K - $359K
17.2K $910K
PPA
Invesco Exchange Traded Fd Tr

ETFs
2.47K
New
$139.82 - $155.45 $345K - $384K
2.47K $383K
BP
Bp PLC

Energy
7.15K
+ 24.13%
$30.25 - $35.69 $216K - $255K
36.8K $1.27M
RE
Everest Re Group LTD

Financial Services
1.02K
+ 55.89%
N/A
2.83K $1.05M
ZM
Zoom Video Communications, Inc.

Technology
4.53K
New
$69.77 - $86.83 $316K - $394K
4.53K $374K
ATLC
Atlanticus Holdings Corp

Financial Services
6.38K
New
$48.02 - $76.15 $306K - $486K
6.38K $373K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
3.57K
+ 114.02%
$94.17 - $99.95 $336K - $357K
6.7K $669K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.29K
+ 34.36%
$163.62 - $210.2 $211K - $271K
5.05K $986K
SATS
Echo Star Corp

Technology
4.84K
New
$26.33 - $83.57 $127K - $404K
4.84K $369K
FTI
Technip Fmc PLC

Energy
9.36K
New
$32.19 - $40.89 $301K - $383K
9.36K $369K
ADM
Archer Daniels Midland CO

Consumer Defensive
3.15K
+ 12.24%
$53.54 - $64.21 $168K - $202K
28.8K $1.72M
L
Loews Corp

Financial Services
3K
+ 40.0%
$89.82 - $100.39 $269K - $301K
10.5K $1.05M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
5.35K
New
$64.17 - $68.19 $343K - $365K
5.35K $364K
LAMR
Lamar Advertising CO

Real Estate
2.91K
+ 49.68%
$114.98 - $128.82 $335K - $375K
8.77K $1.07M
TTE
Total Energies Se

Energy
5.29K
+ 29.93%
N/A
23K $1.58M
CW
Curtiss Wright Corp

Industrials
668
New
$472.43 - $542.94 $316K - $363K
668 $362K
SRE
Sempra Energy

Utilities
1.63K
+ 10.79%
$74.14 - $89.98 $121K - $147K
16.8K $1.51M
EMR
Emerson Electric CO

Industrials
3.12K
+ 13.58%
$128.6 - $149.63 $401K - $467K
26.1K $3.42M
CPB
Campbell Soup CO

Consumer Defensive
11.2K
+ 138.79%
$30.41 - $34.03 $340K - $381K
19.2K $607K
EHC
Encompass Health Corp

Healthcare
2.82K
New
$107.13 - $127.02 $303K - $359K
2.82K $358K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
5.48K
New
N/A
5.48K $354K
PCG
Pg&E Corp

Utilities
22.2K
+ 137.64%
$13.0 - $15.73 $289K - $350K
38.4K $578K
PSTG
Pure Storage, Inc.

Technology
1.37K
+ 15.06%
$54.47 - $88.29 $74.5K - $121K
10.4K $875K
ROKU
Roku, Inc

Communication Services
3.49K
New
$79.98 - $101.78 $279K - $355K
3.49K $349K
BMY
Bristol Myers Squibb CO

Healthcare
9.51K
+ 13.94%
$43.31 - $48.98 $412K - $466K
77.7K $3.5M
NFG
National Fuel Gas CO

Energy
3.77K
New
$82.19 - $93.72 $310K - $354K
3.77K $348K
CNA
Cna Financial Corp

Financial Services
7.48K
+ 69.88%
$43.33 - $49.55 $324K - $371K
18.2K $844K
CWB
Spdr Bloomberg Convertible Sec

ETFs
3.22K
+ 45.1%
$82.29 - $90.77 $265K - $292K
10.4K $936K
BRP
Brp Group, Inc.

Financial Services
8.63K
+ 10.26%
N/A
92.7K $3.71M
THC
Tenet Healthcare Corp

Healthcare
1.69K
New
$148.38 - $203.04 $250K - $342K
1.69K $342K
MHK
Mohawk Industries Inc

Consumer Cyclical
2.63K
New
$107.23 - $139.75 $282K - $368K
2.63K $339K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
512
+ 68.27%
$473.44 - $553.71 $242K - $283K
1.26K $689K
NTRA
Natera, Inc.

Healthcare
2.1K
New
$133.66 - $181.11 $281K - $380K
2.1K $338K
ES
Eversource Energy

Utilities
3.19K
+ 21.84%
$62.86 - $71.14 $201K - $227K
17.8K $1.27M
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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