Hb Wealth Management, LLC Incresed Positions in Q3 2025

Hb Wealth Management, LLC

  • $14.5 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SEB
Seaboard Corp

Industrials
8
+ 4.15%
$2915.52 - $4014.54 $23.3K - $32.1K
201 $733K
IXN
Ishares Global Information Tec

ETFs
1.31K
+ 32.46%
$91.28 - $103.32 $120K - $136K
5.36K $553K
CMS
Cms Energy Corp

Utilities
977
+ 3.61%
$69.37 - $74.67 $67.8K - $73K
28.1K $2.06M
CBOE
Cboe Global Markets, Inc.

Financial Services
491
+ 10.06%
$231.35 - $253.24 $114K - $124K
5.37K $1.32M
ING
Ing Groep Nv

Financial Services
3.7K
+ 19.66%
$22.0 - $26.08 $81.4K - $96.5K
22.5K $587K
NUE
Nucor Corp

Basic Materials
654
+ 4.53%
$133.3 - $150.33 $87.2K - $98.3K
15.1K $2.04M
OUNZ
Van Eck Merk Gold Trust

ETFs
1.18K
+ 4.83%
$31.49 - $37.19 $37.2K - $43.9K
25.6K $951K
ITA
Ishares Tr

ETFs
712
+ 66.48%
$184.73 - $209.26 $132K - $149K
1.78K $373K
EXPD
Expeditors International Of Washington Inc

Industrials
1.15K
+ 31.58%
$111.37 - $124.95 $128K - $143K
4.78K $585K
CVNA
Carvana Co.

Consumer Cyclical
128
+ 4.22%
$326.09 - $392.66 $41.7K - $50.3K
3.16K $1.19M
CG
Carlyle Group Inc.

Financial Services
638
+ 5.66%
$52.82 - $69.35 $33.7K - $44.2K
11.9K $747K
PINS
Pinterest, Inc.

Communication Services
6.24K
+ 69.91%
$32.17 - $39.17 $201K - $244K
15.2K $487K
TTWO
Take Two Interactive Software Inc

Communication Services
292
+ 4.95%
$217.37 - $259.96 $63.5K - $75.9K
6.19K $1.6M
IWP
Ishares Russell Mid Cap Growth

ETFs
945
+ 11.45%
$137.51 - $145.26 $130K - $137K
9.2K $1.31M
GL
Globe Life Inc.

Financial Services
670
+ 18.15%
$117.6 - $146.55 $78.8K - $98.2K
4.36K $623K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
3.57K
+ 53.04%
$45.54 - $48.43 $162K - $173K
10.3K $479K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
8.07K
+ 10.76%
$19.61 - $19.79 $158K - $160K
83.1K $1.64M
VTRS
Viatris Inc

Healthcare
12.4K
+ 29.11%
$8.74 - $10.69 $108K - $133K
55K $544K
VXF
Vanguard Extended Market ETF

ETFs
89
+ 1.03%
$193.58 - $213.07 $17.2K - $19K
8.77K $1.84M
TXT
Textron Inc

Industrials
1.69K
+ 37.49%
$77.02 - $87.21 $130K - $148K
6.21K $524K
FNV
Franco Nevada Corp

Basic Materials
159
+ 7.42%
$154.4 - $222.91 $24.5K - $35.4K
2.3K $513K
EXEL
Exelixis, Inc.

Healthcare
5.16K
+ 26.5%
$36.22 - $46.25 $187K - $239K
24.6K $1.02M
DDOG
Datadog, Inc.

Technology
929
+ 27.77%
$124.52 - $155.15 $116K - $144K
4.27K $608K
XAR
Spdr S&P Aerospace & Defense E

ETFs
512
+ 32.74%
$205.52 - $234.96 $105K - $120K
2.08K $487K
RMD
Resmed Inc

Healthcare
382
+ 11.33%
$252.01 - $293.73 $96.3K - $112K
3.75K $1.03M
WPM
Wheaton Precious Metals Corp.

Basic Materials
396
+ 7.81%
$86.72 - $111.84 $34.3K - $44.3K
5.46K $611K
OVV
Ovintiv Inc.

Energy
3.48K
+ 52.33%
$38.53 - $43.17 $134K - $150K
10.1K $408K
MOH
Molina Healthcare, Inc.

Healthcare
1.34K
+ 140.63%
$152.31 - $306.29 $205K - $411K
2.3K $439K
AES
Aes Corp

Utilities
6.02K
+ 21.01%
$10.77 - $13.94 $64.8K - $83.9K
34.7K $456K
ZION
Zions Bancorporation, National Association

Financial Services
2.01K
+ 22.46%
$51.2 - $59.15 $103K - $119K
11K $619K
SOXX
Ishares Semiconductor ETF

ETFs
306
+ 13.99%
$236.93 - $271.12 $72.5K - $83K
2.49K $675K
CCL
Carnival Corp

Consumer Cyclical
4.56K
+ 16.35%
$28.37 - $32.49 $129K - $148K
32.4K $937K
WTW
Willis Towers Watson PLC

Financial Services
105
+ 3.56%
$301.83 - $345.45 $31.7K - $36.3K
3.05K $1.05M
EW
Edwards Lifesciences Corp

Healthcare
2.06K
+ 8.76%
$73.75 - $81.83 $152K - $169K
25.6K $1.99M
WBS
Webster Financial Corp

Financial Services
1.94K
+ 29.97%
$55.19 - $62.92 $107K - $122K
8.43K $500K
SHEL
Shell PLC

Energy
1.34K
+ 3.05%
$69.82 - $73.93 $93.6K - $99.1K
45.3K $3.24M
LVS
Las Vegas Sands Corp

Consumer Cyclical
1.49K
+ 23.76%
$47.38 - $57.71 $70.4K - $85.7K
7.74K $416K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
2.44K
+ 9.64%
$14.73 - $19.31 $35.9K - $47.1K
27.7K $533K
AGNC
Agnc Investment Corp.

Real Estate
13.9K
+ 92.03%
$9.2 - $10.37 $128K - $144K
29K $283K
AKAM
Akamai Technologies Inc

Technology
1.58K
+ 57.13%
N/A
4.34K $394K
NWSA
News Corp

Communication Services
4.41K
+ 54.15%
$28.38 - $31.03 $125K - $137K
12.6K $385K
STRL
Sterling Construction CO Inc

Industrials
68
+ 6.22%
$222.54 - $371.84 $15.1K - $25.3K
1.16K $394K
DFIV
Dimensional ETF Tr

ETFs
2.34K
+ 22.72%
$42.66 - $46.53 $99.8K - $109K
12.6K $582K
FE
Firstenergy Corp

Utilities
1.78K
+ 16.56%
$39.76 - $45.82 $70.7K - $81.5K
12.5K $573K
RACE
Ferrari N.V.

Consumer Cyclical
295
+ 42.63%
$436.24 - $517.65 $129K - $153K
987 $478K
NU
Nu Holdings Ltd.

Financial Services
5.29K
+ 22.08%
$11.92 - $16.3 $63K - $86.2K
29.2K $467K
PNFP
Pinnacle Financial Partners Inc

Financial Services
2.31K
+ 49.4%
$86.13 - $119.63 $199K - $277K
7K $656K
ALLE
Allegion PLC

Industrials
290
+ 11.26%
$145.55 - $179.33 $42.2K - $52K
2.87K $508K
BCS
Barclays PLC

Financial Services
4.65K
+ 23.74%
$17.88 - $21.05 $83.1K - $97.8K
24.2K $500K
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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