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
FIVE
Five Below, Inc

Consumer Cyclical
239
+ 8.54%
$128.78 - $155.44 $30.8K - $37.2K
3.04K $469K
LNT
Alliant Energy Corp

Utilities
631
+ 7.64%
$60.76 - $67.41 $38.3K - $42.5K
8.89K $599K
URA
Global X Uranium ETF

ETFs
1.03K
+ 17.72%
$36.45 - $50.4 $37.4K - $51.7K
6.81K $324K
MAS
Masco Corp

Industrials
948
+ 17.17%
$64.44 - $76.07 $61.1K - $72.1K
6.47K $455K
INGR
Ingredion Inc

Consumer Defensive
1.07K
+ 46.04%
$121.01 - $138.21 $130K - $148K
3.4K $414K
VRT
Vertiv Holdings CO

Industrials
1.14K
+ 21.91%
N/A
6.33K $548K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
784
+ 51.04%
$158.24 - $191.13 $124K - $150K
2.32K $385K
TDY
Teledyne Technologies Inc

Technology
72
+ 9.66%
$509.51 - $586.04 $36.7K - $42.2K
817 $478K
ABC
Amerisourcebergen Corp

Healthcare
520
+ 8.21%
N/A
6.85K $1.27M
MPW
Medical Properties Trust Inc

Real Estate
13.1K
+ 32.66%
$3.98 - $5.13 $52.1K - $67.2K
53.2K $269K
GWW
W.W. Grainger, Inc.

Industrials
216
+ 17.25%
$932.44 - $1059.49 $201K - $229K
1.47K $1.4M
ADP
Automatic Data Processing Inc

Industrials
2.49K
+ 5.84%
$288.69 - $310.94 $718K - $773K
45.1K $13.2M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
285
+ 22.48%
$201.83 - $230.93 $57.5K - $65.8K
1.55K $345K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
628
+ 6.26%
$259.44 - $278.65 $163K - $175K
10.7K $2.77M
VICI
Vici Properties Inc.

Real Estate
2.87K
+ 24.92%
$31.43 - $33.93 $90.2K - $97.4K
14.4K $469K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
2K
+ 62.15%
$57.1 - $70.52 $114K - $141K
5.21K $310K
TTEK
Tetra Tech Inc

Industrials
3.2K
+ 50.84%
$33.1 - $38.34 $106K - $122K
9.48K $316K
WDAY
Workday, Inc.

Technology
347
+ 4.34%
$213.69 - $247.69 $74.2K - $85.9K
8.33K $2.01M
ILMN
Illumina, Inc.

Healthcare
959
+ 33.67%
$91.69 - $109.88 $87.9K - $105K
3.81K $361K
EXR
Extra Space Storage Inc.

Real Estate
764
+ 27.65%
$134.36 - $152.88 $103K - $117K
3.53K $497K
JEF
Jefferies Financial Group Inc.

Financial Services
357
+ 5.77%
$54.67 - $70.36 $19.5K - $25.1K
6.55K $428K
TTC
Toro CO

Industrials
791
+ 15.68%
$72.64 - $82.54 $57.5K - $65.3K
5.84K $444K
ITT
Itt Inc.

Industrials
242
+ 11.95%
$155.93 - $182.88 $37.7K - $44.3K
2.27K $405K
ACM
Aecom

Industrials
169
+ 4.74%
$111.08 - $132.99 $18.8K - $22.5K
3.74K $487K
APO
Apollo Global Management, Inc.

Financial Services
1.4K
+ 11.85%
$131.55 - $156.05 $184K - $218K
13.2K $1.76M
TRMB
Trimble Inc.

Technology
816
+ 25.68%
$76.46 - $85.24 $62.4K - $69.6K
3.99K $326K
CMA
Comerica Inc

Financial Services
425
+ 6.67%
$60.93 - $71.05 $25.9K - $30.2K
6.8K $465K
BXP
Boston Properties Inc

Real Estate
652
+ 12.11%
$62.11 - $78.93 $40.5K - $51.5K
6.04K $448K
DECK
Deckers Outdoor Corp

Consumer Cyclical
930
+ 14.75%
$95.32 - $123.91 $88.6K - $115K
7.24K $733K
EFG
Msci Eafe Growth ETF

ETFs
620
+ 9.63%
$106.99 - $114.46 $66.3K - $71K
7.06K $803K
APD
Air Products & Chemicals, Inc.

Basic Materials
1.48K
+ 4.32%
$265.78 - $299.3 $394K - $443K
35.8K $9.76M
XT
Ishares Tr Exponential Technol

ETFs
500
+ 7.12%
$65.04 - $71.97 $32.5K - $36K
7.53K $541K
MRNA
Moderna, Inc.

Healthcare
3.65K
+ 50.16%
$23.51 - $34.67 $85.9K - $127K
10.9K $282K
ABCB
Ameris Bancorp

Financial Services
415
+ 6.93%
$65.68 - $76.41 $27.3K - $31.7K
6.41K $469K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
692
+ 14.18%
$72.65 - $78.68 $50.3K - $54.4K
5.57K $436K
SNX
Td Synnex Corp

Technology
103
+ 4.48%
$135.82 - $166.01 $14K - $17.1K
2.4K $393K
IDA
Idacorp Inc

Utilities
381
+ 20.65%
$115.16 - $132.15 $43.9K - $50.3K
2.23K $294K
PSA
Public Storage

Real Estate
334
+ 9.11%
$271.94 - $298.09 $90.8K - $99.6K
4K $1.16M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
1.03K
+ 6.82%
$24.02 - $27.91 $24.7K - $28.7K
16.1K $449K
USRT
Ishares Core U.S. Reit ETF

ETFs
1.05K
+ 12.23%
$55.64 - $59.37 $58.4K - $62.3K
9.63K $565K
CTRA
Coterra Energy Inc.

Energy
4.43K
+ 29.83%
$23.09 - $25.45 $102K - $113K
19.3K $455K
SCI
Service Corp International

Consumer Cyclical
807
+ 12.13%
$75.63 - $83.25 $61K - $67.2K
7.46K $620K
IFF
International Flavors & Fragrances Inc

Basic Materials
2.33K
+ 43.53%
$60.3 - $77.46 $141K - $181K
7.7K $473K
RNR
Renaissancere Holdings LTD

Financial Services
186
+ 6.71%
$231.95 - $253.93 $43.1K - $47.2K
2.96K $751K
ORCC
Owl Rock Capital Corp

Financial Services
5.83K
+ 0.79%
N/A
744K $9.96M
QRVO
Qorvo, Inc.

Technology
644
+ 21.79%
$83.6 - $96.31 $53.8K - $62K
3.6K $327K
SF
Stifel Financial Corp

Financial Services
466
+ 19.07%
$105.26 - $116.4 $49.1K - $54.2K
2.91K $330K
CASY
Caseys General Stores Inc

Consumer Cyclical
58
+ 7.43%
$494.52 - $565.32 $28.7K - $32.8K
839 $474K
VNT
Vontier Corp

Technology
965
+ 13.92%
$37.48 - $43.71 $36.2K - $42.2K
7.9K $331K
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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