Hb Wealth Management, LLC Incresed Positions in Q2 2025

Hb Wealth Management, LLC

  • $12.3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
2.56M
+ 218.11%
$81.38 - $100.82 $208M - $258M
3.74M $377M
JCPB
J P Morgan Exchange Traded Fd

ETFs
3.99M
+ 105.58%
$45.9 - $47.2 $183M - $188M
7.77M $365M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
518K
+ 8.78%
$55.54 - $69.09 $28.8M - $35.8M
6.42M $443M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
931K
+ 101.3%
$29.12 - $35.84 $27.1M - $33.4M
1.85M $66.3M
AVGO
Broadcom Inc.

Technology
17.9K
+ 9.19%
$146.29 - $275.65 $2.62M - $4.94M
213K $58.7M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
61.5K
+ 6.1%
$97.68 - $121.38 $6.01M - $7.47M
1.07M $130M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
343K
+ 4.01%
$50.36 - $50.68 $17.3M - $17.4M
8.89M $450M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
25.7K
+ 0.4%
$19.1 - $23.83 $490K - $612K
6.5M $155M
ITOT
Ishares Core S&P Total U.S. St

ETFs
13.5K
+ 1.4%
$108.12 - $135.04 $1.46M - $1.82M
975K $132M
SCHG
Schwab Strategic Tr Us Large C

ETFs
203K
+ 12.9%
$22.27 - $29.21 $4.53M - $5.94M
1.78M $52M
IVV
Ishares Core S&P 500 ETF

ETFs
551
+ 0.27%
$498.8 - $620.9 $275K - $342K
202K $125M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.26K
+ 1.36%
$456.74 - $568.03 $1.03M - $1.29M
169K $96.1M
DVY
Ishares Tr

ETFs
73.1K
+ 129.74%
$118.37 - $134.86 $8.65M - $9.86M
129K $17.2M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
63.9K
+ 276.9%
$73.02 - $90.22 $4.66M - $5.76M
86.9K $7.76M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.32K
+ 1.79%
$320.42 - $421.7 $422K - $556K
75.1K $31.7M
DFUS
Dimensional ETF Tr U S Equity

ETFs
61.3K
+ 47.75%
$53.65 - $67.02 $3.29M - $4.11M
190K $12.7M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
37.2K
+ 15.5%
$71.28 - $83.74 $2.65M - $3.12M
277K $23.2M
PWR
Quanta Services, Inc.

Industrials
687
+ 2.36%
$239.47 - $381.26 $165K - $262K
29.8K $11.2M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
108K
+ 114.45%
$23.4 - $29.68 $2.54M - $3.22M
203K $6.02M
DGRO
Ishares Core Dividend Growth E

ETFs
46.9K
+ 20.64%
$55.22 - $63.94 $2.59M - $3M
274K $17.5M
DFAI
Dimensional ETF Tr

ETFs
95.2K
+ 206.73%
$28.02 - $34.71 $2.67M - $3.3M
141K $4.88M
PLTR
Palantir Technologies Inc.

Technology
149
+ 0.24%
$74.01 - $144.25 $11K - $21.5K
62K $8.46M
VB
Vanguard Small Cap ETF

ETFs
7.63K
+ 11.46%
$193.73 - $237.37 $1.48M - $1.81M
74.2K $17.6M
IWV
Ishares Russell 3000 ETF

ETFs
102
+ 0.12%
$281.67 - $351.0 $28.7K - $35.8K
82.5K $29M
HON
Honeywell International Inc

Industrials
4.1K
+ 4.84%
$182.86 - $232.88 $750K - $955K
88.7K $20.7M
ETN
Eaton Corp PLC

Industrials
2.4K
+ 11.18%
$246.52 - $356.99 $592K - $858K
23.9K $8.53M
GS
Goldman Sachs Group Inc

Financial Services
501
+ 3.52%
$462.22 - $707.75 $232K - $355K
14.7K $10.4M
COF
Capital One Financial Corp

Financial Services
9.95K
+ 69.27%
$150.57 - $212.76 $1.5M - $2.12M
24.3K $5.18M
KLAC
Kla Corp

Technology
1.22K
+ 18.0%
$576.53 - $902.94 $703K - $1.1M
7.99K $7.16M
IEFA
Ishares Tr

ETFs
15.1K
+ 11.28%
$67.83 - $84.09 $1.03M - $1.27M
149K $12.4M
MS
Morgan Stanley

Financial Services
4.03K
+ 5.73%
$99.83 - $140.86 $402K - $567K
74.3K $10.5M
IWD
Ishares Russell 1000 Val ETF

ETFs
6.15K
+ 3.5%
$166.82 - $194.23 $1.03M - $1.19M
182K $35.3M
NOW
Service Now, Inc.

Technology
449
+ 5.84%
$721.65 - $1040.18 $324K - $467K
8.14K $8.36M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.87K
+ 22.95%
$321.63 - $509.31 $601K - $952K
10K $5.1M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
119
+ 0.33%
$141.37 - $228.57 $16.8K - $27.2K
36.2K $8.19M
WFC
Wells Fargo & Company

Financial Services
15.6K
+ 13.7%
$60.98 - $80.12 $954K - $1.25M
130K $10.4M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
43.2K
+ 187.71%
$46.77 - $47.89 $2.02M - $2.07M
66.2K $3.14M
AMAT
Applied Materials Inc

Technology
5.41K
+ 24.17%
$126.95 - $183.52 $687K - $993K
27.8K $5.09M
KKR
Kkr & Co. Inc.

Financial Services
3.3K
+ 4.36%
$92.79 - $134.29 $307K - $444K
79.1K $10.5M
VTV
Vanguard Value ETF

ETFs
8.46K
+ 15.79%
$153.67 - $176.74 $1.3M - $1.5M
62K $11M
XOM
Exxon Mobil Corp

Energy
38K
+ 16.71%
$99.93 - $119.04 $3.79M - $4.52M
265K $28.6M
BKNG
Booking Holdings Inc.

Consumer Cyclical
3
+ 0.24%
$4164.15 - $5789.24 $12.5K - $17.4K
1.26K $7.28M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
67.7K
+ 68.0%
$20.66 - $20.74 $1.4M - $1.4M
167K $3.46M
USB
Us Bancorp \De\

Financial Services
12.7K
+ 5.91%
$36.4 - $45.76 $461K - $580K
227K $10.3M
HOOD
Robinhood Markets, Inc.

Technology
635
+ 2.85%
$34.17 - $93.63 $21.7K - $59.5K
22.9K $2.14M
IAU
Ishares Gold Trust

ETFs
8.62K
+ 4.4%
$56.1 - $64.74 $484K - $558K
205K $12.8M
VBR
Vanguard Small Cap Value ETF

ETFs
3.45K
+ 5.92%
$162.76 - $195.77 $561K - $675K
61.7K $12M
TT
Trane Technologies PLC

Industrials
1.01K
+ 14.38%
$315.21 - $437.41 $319K - $443K
8.06K $3.52M
VEEV
Veeva Systems Inc

Healthcare
402
+ 2.23%
$209.39 - $289.94 $84.2K - $117K
18.4K $5.31M
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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