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
DKNG
Draft Kings Inc.

Consumer Cyclical
4.9K
+ 54.79%
$37.4 - $48.23 $183K - $236K
13.8K $517K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.51K
+ 26.16%
$81.75 - $84.54 $124K - $128K
7.29K $613K
ATO
Atmos Energy Corp

Utilities
384
+ 9.38%
$151.51 - $170.75 $58.2K - $65.6K
4.48K $764K
IVZ
Invesco Ltd.

Financial Services
1.52K
+ 11.15%
$16.17 - $23.0 $24.6K - $35.1K
15.2K $348K
MOS
Mosaic CO

Basic Materials
4.17K
+ 60.38%
$30.93 - $37.81 $129K - $158K
11.1K $384K
PTC
Ptc Inc.

Technology
205
+ 6.9%
$173.07 - $216.53 $35.5K - $44.4K
3.18K $644K
WM
Waste Management Inc

Industrials
2.29K
+ 4.9%
$213.88 - $237.1 $489K - $542K
49K $10.8M
PEAK
Healthpeak Properties, Inc.

Real Estate
6.99K
+ 28.99%
N/A
31.1K $589K
KMI
Kinder Morgan, Inc.

Energy
8.2K
+ 8.95%
$26.23 - $28.5 $215K - $234K
99.8K $2.82M
TOL
Toll Brothers, Inc.

Consumer Cyclical
503
+ 19.63%
$113.78 - $148.0 $57.2K - $74.4K
3.07K $423K
RJF
Raymond James Financial Inc

Financial Services
369
+ 10.59%
$154.64 - $176.43 $57.1K - $65.1K
3.85K $664K
KEY
Keycorp

Financial Services
4.64K
+ 13.81%
$17.37 - $19.39 $80.5K - $89.9K
38.2K $714K
DOV
Dover Corp

Industrials
1.63K
+ 18.78%
$165.59 - $190.9 $269K - $310K
10.3K $1.71M
BWXT
Bwx Technologies, Inc.

Industrials
12
+ 0.38%
$136.45 - $184.37 $1.64K - $2.21K
3.15K $581K
ADI
Analog Devices Inc

Technology
55
+ 0.37%
$220.68 - $255.63 $12.1K - $14.1K
15K $3.68M
ELV
Elevance Health, Inc.

Healthcare
4.83K
+ 22.2%
$274.66 - $395.76 $1.33M - $1.91M
26.6K $8.59M
PPL
Ppl Corp

Utilities
1.56K
+ 7.4%
$33.54 - $37.24 $52.4K - $58.1K
22.6K $841K
DG
Dollar General Corp

Consumer Defensive
1.93K
+ 28.95%
$101.86 - $116.32 $197K - $224K
8.6K $888K
BZH
Beazer Homes Usa Inc

Consumer Cyclical
38
+ 0.07%
$21.7 - $26.32 $825 - $1K
57.5K $1.41M
MTB
M&T Bank Corp

Financial Services
558
+ 15.43%
$183.74 - $204.05 $103K - $114K
4.18K $825K
CNP
Centerpoint Energy Inc

Utilities
2.03K
+ 9.21%
$35.77 - $39.16 $72.8K - $79.7K
24.1K $935K
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
4.02K
+ 56.35%
N/A
11.1K $343K
LQD
Ishares Iboxx $ Investment Gra

ETFs
1K
+ 15.39%
$107.66 - $112.36 $108K - $112K
7.5K $835K
FANG
Diamondback Energy, Inc.

Energy
637
+ 11.34%
$134.53 - $152.5 $85.7K - $97.1K
6.25K $894K
FFIV
F5, Inc.

Technology
138
+ 5.23%
$290.76 - $334.59 $40.1K - $46.2K
2.78K $898K
CAG
Conagra Brands Inc.

Consumer Defensive
8.61K
+ 49.65%
$18.04 - $21.14 $155K - $182K
26K $475K
HST
Host Hotels & Resorts, Inc.

Real Estate
5.82K
+ 43.91%
$15.27 - $17.68 $88.9K - $103K
19.1K $324K
PHG
Koninklijke Philips Nv

Healthcare
2.93K
+ 23.56%
$23.84 - $28.62 $69.9K - $84K
15.4K $419K
OTIS
Otis Worldwide Corp

Industrials
2.55K
+ 17.07%
$84.93 - $101.07 $217K - $258K
17.5K $1.6M
SON
Sonoco Products CO

Consumer Cyclical
2.82K
+ 44.01%
$42.77 - $48.68 $120K - $137K
9.21K $397K
LYV
Live Nation Entertainment, Inc.

Communication Services
407
+ 9.43%
$143.56 - $174.06 $58.4K - $70.8K
4.73K $772K
PAYX
Paychex Inc

Industrials
2.6K
+ 23.07%
$126.69 - $147.99 $330K - $385K
13.9K $1.76M
BBY
Best Buy CO Inc

Consumer Cyclical
847
+ 13.19%
$64.12 - $78.46 $54.3K - $66.5K
7.27K $549K
AWK
American Water Works Company, Inc.

Utilities
848
+ 21.32%
$135.05 - $147.0 $115K - $125K
4.83K $671K
MELI
Mercadolibre Inc

Consumer Cyclical
74
+ 36.82%
$2292.04 - $2514.05 $170K - $186K
275 $642K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
1.71K
+ 9.98%
$47.56 - $49.7 $81.2K - $84.8K
18.8K $930K
ILCV
Ishares Morningstar Value ETF

ETFs
550
+ 5.43%
$82.86 - $90.02 $45.6K - $49.5K
10.7K $960K
HUM
Humana Inc

Healthcare
219
+ 5.78%
$220.41 - $312.0 $48.3K - $68.3K
4.01K $1.04M
BRO
Brown & Brown, Inc.

Financial Services
3.77K
+ 26.9%
$90.88 - $108.93 $343K - $411K
17.8K $1.67M
UGI
Ugi Corp

Utilities
4.01K
+ 61.64%
$32.64 - $37.14 $131K - $149K
10.5K $349K
FOXA
Fox Corp

Communication Services
904
+ 11.68%
$53.87 - $63.06 $48.7K - $57K
8.65K $545K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
1.45K
+ 35.65%
$49.31 - $57.77 $71.7K - $84K
5.53K $314K
NTRS
Northern Trust Corp

Financial Services
579
+ 13.92%
$123.6 - $134.6 $71.6K - $77.9K
4.74K $637K
TWLO
Twilio Inc

Communication Services
1.79K
+ 62.3%
$92.44 - $132.7 $165K - $238K
4.66K $466K
HUBB
Hubbell Inc

Industrials
190
+ 15.06%
$410.51 - $450.93 $78K - $85.7K
1.45K $624K
MFG
Mizuho Financial Group Inc

Financial Services
8.75K
+ 21.11%
$5.42 - $6.85 $47.4K - $59.9K
50.2K $336K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
93
+ 1.83%
$236.25 - $257.69 $22K - $24K
5.17K $1.32M
RPM
Rpm International Inc

Basic Materials
547
+ 11.04%
$110.07 - $128.23 $60.2K - $70.1K
5.5K $648K
OMC
Omnicom Group Inc.

Communication Services
648
+ 11.98%
$70.41 - $81.53 $45.6K - $52.8K
6.06K $493K
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
Track This Portfolio

Track Hb Wealth Management, LLC Portfolio

Follow Hb Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hb Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email