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
WSO
Watsco Inc

Industrials
227
+ 16.95%
$421.84 - $520.66 $95.8K - $118K
1.57K $691K
CBSH
Commerce Bancshares Inc

Financial Services
174
+ 4.48%
$55.42 - $65.63 $9.64K - $11.4K
4.06K $252K
EVRG
Evergy, Inc.

Utilities
141
+ 1.61%
$64.06 - $69.64 $9.03K - $9.82K
8.91K $614K
EXPE
Expedia Group, Inc.

Consumer Cyclical
45
+ 1.6%
$136.63 - $176.62 $6.15K - $7.95K
2.86K $482K
EMB
Ishares Tr

ETFs
37
+ 1.39%
$86.54 - $92.62 $3.2K - $3.43K
2.69K $249K
AEE
Ameren Corp

Utilities
269
+ 6.55%
$94.23 - $101.68 $25.3K - $27.4K
4.38K $420K
AIG
American International Group, Inc.

Financial Services
505
+ 1.94%
$77.56 - $87.72 $39.2K - $44.3K
26.5K $2.27M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
115
+ 0.56%
$23.32 - $24.45 $2.68K - $2.81K
20.5K $500K
ACI
Albertsons Companies, Inc.

Consumer Defensive
494
+ 4.58%
$19.94 - $22.91 $9.85K - $11.3K
11.3K $242K
AINV
Apollo Investment Corp

Financial Services
373
+ 3.0%
N/A
12.8K $142K
Corpay Inc
58
+ 3.76%
N/A
1.6K $0
Acuren Corp
15.1K
New
N/A
15.1K $0
2023 ETF Series Trust Ii
229K
+ 111.45%
N/A
434K $0
Vanguard Wellington Fd
4.2K
New
N/A
4.2K $0
Redfin Corp
1.26M
New
N/A
1.26M $0
CRDA
Crawford & CO Class A

ETFs
101K
New
N/A
101K $0
Ab Active Etfs Inc
265
+ 1.05%
N/A
25.5K $0
Thomson Reuters Corp
159
+ 11.05%
N/A
1.6K $0
Tko Group Holdings Inc
473
+ 32.87%
N/A
1.91K $0
Crane Company
26
+ 1.17%
N/A
2.24K $0
Vestis Corporation
11.4K
New
N/A
11.4K $0
Advisors Inner Circle Fd Iii
129K
New
N/A
129K $0
TAFI
Ab Active Etfs Inc Tax Aware S
235
+ 0.84%
N/A
28.2K $0
Pennymac Corp
1.48M
New
N/A
1.48M $0
NOK
Nokia Corp

Technology
343
+ 1.71%
$4.65 - $5.43 $1.59K - $1.86K
20.4K $105K
Ferguson Enterprises Inc
1.05K
New
N/A
1.05K $0
Fidelity Wise Origin Bitcoin
2.76K
New
N/A
2.76K $0
Gsk PLC
603
+ 5.16%
N/A
12.3K $0
Millrose Pptys Inc
10.4K
New
N/A
10.4K $0
Kayne Anderson Bdc Inc
24.2K
+ 14.05%
N/A
197K $0
Kenvue Inc
4.85K
+ 16.6%
N/A
34K $0
Fubotv Inc
1.06M
+ 234.07%
N/A
1.51M $0
Canadian Pacific Kansas City
1.6K
+ 29.5%
N/A
7.02K $0
MKC-V
Mc Cormick & Company, Incorporated

Consumer Defensive
712
+ 1.97%
N/A
36.9K $0
Lam Research Corp
10.4K
+ 9.14%
N/A
124K $0
Maplebear Inc
10.2K
New
N/A
10.2K $0
Lineage Inc
16.7K
New
N/A
16.7K $0
HEIA
Heico Crp Cl A
2.9K
+ 11.04%
N/A
29.2K $0
Global X Fds
6.26K
New
N/A
6.26K $0
Solventum Corp
185
+ 5.64%
N/A
3.46K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
9.42K
+ 6.53%
N/A
154K $0
HRB
H&R Block Inc

Consumer Cyclical
12
+ 0.29%
$54.32 - $63.04 $652 - $756
4.21K $230K
BHR
Braemar Hotels & Resorts Inc.

Real Estate
45
+ 0.19%
$1.85 - $2.65 $83.3 - $119
23.3K $57K
Rb Global Inc
2.25K
New
N/A
2.25K $0
Ishares Bitcoin Trust ETF
11.3K
+ 26.34%
N/A
54.4K $0
Atlassian Corporation
2.5K
+ 31.81%
N/A
10.3K $0
HRTX
Heron Therapeutics, Inc.

Healthcare
87
+ 0.87%
$1.72 - $2.42 $150 - $211
10.1K $20K
REFI
Chicago Atlantic Real Estate Finance, Inc.

Real Estate
19
+ 0.15%
$13.4 - $15.08 $255 - $287
12.4K $173K
PAA
Plains All American Pipeline LP

Energy
748
+ 5.16%
$16.03 - $20.28 $12K - $15.2K
15.2K $279K
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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