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
CBSH
Commerce Bancshares Inc

Financial Services
968
+ 23.87%
$58.61 - $66.11 $56.7K - $64K
5.02K $300K
FNB
Fnb Corp

Financial Services
1.77K
+ 13.9%
$14.75 - $16.79 $26.1K - $29.7K
14.5K $233K
BSX
Boston Scientific Corp

Healthcare
5.03K
+ 11.11%
$97.03 - $108.14 $488K - $544K
50.3K $4.91M
GGG
Graco Inc

Industrials
775
+ 4.43%
$82.58 - $88.81 $64K - $68.8K
18.3K $1.55M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
1.92K
+ 9.7%
$11.64 - $15.79 $22.3K - $30.3K
21.7K $318K
BR
Broadridge Financial Solutions, Inc.

Technology
299
+ 5.9%
$233.75 - $266.89 $69.9K - $79.8K
5.37K $1.28M
SWKS
Skyworks Solutions, Inc.

Technology
423
+ 7.13%
$67.52 - $82.97 $28.6K - $35.1K
6.36K $489K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
625
+ 15.63%
$86.67 - $100.17 $54.2K - $62.6K
4.62K $417K
IR
Ingersoll Rand Inc.

Industrials
614
+ 6.83%
$74.98 - $89.02 $46K - $54.7K
9.61K $793K
LII
Lennox International Inc

Industrials
161
+ 17.5%
$516.18 - $664.54 $83.1K - $107K
1.08K $572K
HRB
H&R Block Inc

Consumer Cyclical
1.21K
+ 28.8%
$49.28 - $56.76 $59.7K - $68.8K
5.42K $274K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
339
+ 14.68%
$87.69 - $96.0 $29.7K - $32.5K
2.65K $249K
ENSG
Ensign Group, Inc

Healthcare
72
+ 4.14%
$136.36 - $174.12 $9.82K - $12.5K
1.81K $312K
DGX
Quest Diagnostics Inc

Healthcare
321
+ 2.94%
N/A
11.2K $1.54M
PAVE
Global X Fds Us Infrastructure

ETFs
434
+ 7.74%
$44.02 - $47.63 $19.1K - $20.7K
6.04K $287K
TPL
Texas Pacific Land Corp

Energy
208
+ 16.9%
$854.83 - $1075.97 $178K - $224K
1.44K $1.34M
DTM
Dt Midstream, Inc.

Energy
278
+ 7.64%
$99.17 - $113.27 $27.6K - $31.5K
3.92K $443K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
453
+ 15.71%
$91.44 - $91.77 $41.4K - $41.6K
3.34K $306K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
822
+ 33.98%
$93.1 - $110.49 $76.5K - $90.8K
3.24K $302K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
129
+ 4.29%
$99.92 - $146.67 $12.9K - $18.9K
3.13K $415K
OGN
Organon & Co.

Healthcare
2.74K
+ 25.08%
$8.4 - $10.85 $23K - $29.8K
13.7K $146K
CHD
Church & Dwight CO Inc

Consumer Defensive
1.02K
+ 17.41%
$85.84 - $99.09 $87.4K - $101K
6.87K $601K
CRL
Charles River Laboratories International, Inc.

Healthcare
192
+ 9.52%
$145.57 - $178.99 $27.9K - $34.4K
2.21K $345K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
240
+ 2.32%
$70.77 - $73.59 $17K - $17.7K
10.6K $777K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
172
+ 0.82%
$31.79 - $33.42 $5.47K - $5.75K
21.1K $705K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
210
+ 1.52%
$29.8 - $32.29 $6.26K - $6.78K
14K $450K
NRG
Nrg Energy, Inc.

Utilities
178
+ 2.67%
$144.77 - $173.91 $25.8K - $31K
6.85K $1.11M
MYRG
Myr Group Inc.

Industrials
26
+ 2.11%
$173.81 - $208.03 $4.52K - $5.41K
1.26K $262K
IEX
Idex Corp

Industrials
326
+ 27.79%
$157.53 - $185.69 $51.4K - $60.5K
1.5K $243K
KD
Kyndryl Holdings, Inc.

Technology
3.37K
+ 62.9%
$28.94 - $43.41 $97.4K - $146K
8.72K $261K
OMFL
Invesco Exchange Traded Self I

ETFs
461
+ 12.7%
$57.41 - $60.45 $26.5K - $27.9K
4.09K $246K
IFRA
Ishares Tr

ETFs
158
+ 1.95%
$49.77 - $52.82 $7.86K - $8.35K
8.27K $436K
EUFN
Ishares Msci Europe Financials

ETFs
41
+ 0.31%
$31.4 - $34.74 $1.29K - $1.42K
13.3K $457K
NRZ
New Residential Investment Corp.

Real Estate
5.03K
+ 20.97%
N/A
29K $210K
SWK
Stanley Black & Decker, Inc.

Industrials
23
+ 0.44%
$66.98 - $79.52 $1.54K - $1.83K
5.22K $387K
DPZ
Dominos Pizza Inc

Consumer Cyclical
132
+ 11.25%
$422.75 - $485.53 $55.8K - $64.1K
1.31K $563K
CNHI
Cnh Industrial N.V.

Industrials
3.34K
+ 17.16%
N/A
22.8K $237K
NVR
Nvr Inc

Consumer Cyclical
1
+ 2.5%
$7301.0 - $8543.0 $7.3K - $8.54K
41 $329K
VNO
Vornado Realty Trust

Real Estate
191
+ 1.64%
$35.91 - $42.97 $6.86K - $8.21K
11.8K $478K
XLB
Select Sector Spdr Fd Material

ETFs
268
+ 5.35%
$86.72 - $92.61 $23.2K - $24.8K
5.28K $473K
PBI
Pitney Bowes Inc

Industrials
298
+ 0.5%
$10.92 - $12.79 $3.25K - $3.81K
60.4K $689K
RPRX
Royalty Pharma PLC

Healthcare
1.19K
+ 9.49%
$34.9 - $37.91 $41.5K - $45.1K
13.7K $484K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
9
+ 0.14%
$82.96 - $95.7 $747 - $861
6.6K $592K
GATX
Gatx Corp

Industrials
15
+ 1.04%
$149.23 - $176.97 $2.24K - $2.65K
1.46K $255K
MAA
Mid America Apartment Communities Inc.

Real Estate
891
+ 8.0%
$138.38 - $153.2 $123K - $137K
12K $1.68M
UCBI
United Community Banks Inc

Financial Services
1.08K
+ 6.38%
N/A
18.1K $528K
DXCM
Dexcom Inc

Healthcare
2.22K
+ 37.7%
$66.46 - $89.53 $147K - $198K
8.09K $544K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
2.83K
+ 21.91%
$13.6 - $15.52 $38.4K - $43.9K
15.7K $230K
MUSA
Murphy Usa Inc.

Consumer Cyclical
103
+ 20.36%
$361.83 - $435.43 $37.3K - $44.8K
609 $236K
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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