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
XLRE
Select Sector Spdr Tr Real Est

ETFs
623
+ 11.21%
$40.94 - $42.85 $25.5K - $26.7K
6.18K $260K
ROLL
Rbc Bearings Inc

Industrials
122
+ 19.84%
N/A
737 $181K
HEI
Heico Corp

Industrials
106
+ 13.37%
$304.5 - $337.56 $32.3K - $35.8K
899 $290K
FPE
First Tr Pfd Secs & Income ETF

ETFs
955
+ 3.7%
$17.81 - $18.39 $17K - $17.6K
26.7K $487K
EWBC
East West Bancorp Inc

Financial Services
141
+ 7.03%
$97.41 - $109.7 $13.7K - $15.5K
2.15K $228K
BIGZ
Black Rock Innovation & Growth Trust
3.93K
+ 28.6%
N/A
17.7K $116K
WWD
Woodward, Inc.

Industrials
67
+ 6.58%
$237.33 - $266.1 $15.9K - $17.8K
1.09K $274K
AVT
Avnet Inc

Technology
519
+ 11.9%
$49.46 - $56.3 $25.7K - $29.2K
4.88K $255K
NMR
Nomura Holdings Inc

Financial Services
1.86K
+ 11.64%
$6.28 - $7.56 $11.7K - $14.1K
17.9K $129K
BURL
Burlington Stores, Inc.

Consumer Cyclical
13
+ 1.35%
$237.02 - $301.35 $3.08K - $3.92K
978 $248K
JBL
Jabil Inc

Technology
112
+ 2.21%
$202.08 - $234.45 $22.6K - $26.3K
5.18K $1.12M
AJG
Arthur J. Gallagher & Co.

Financial Services
369
+ 4.02%
$284.17 - $319.49 $105K - $118K
9.55K $2.96M
KIE
Spdr S&P Insurance ETF

ETFs
347
+ 6.41%
$55.71 - $59.62 $19.3K - $20.7K
5.76K $341K
USFD
Us Foods Holding Corp.

Consumer Defensive
271
+ 3.29%
$76.35 - $84.68 $20.7K - $22.9K
8.51K $651K
WES
Western Midstream Partners, LP

Energy
304
+ 4.0%
$37.5 - $41.18 $11.4K - $12.5K
7.9K $310K
UL
Unilever PLC

Consumer Defensive
2.04K
+ 3.66%
$58.43 - $65.01 $119K - $132K
57.7K $3.42M
XPO
Xpo Logistics, Inc.

Industrials
73
+ 3.1%
$118.79 - $138.31 $8.67K - $10.1K
2.43K $313K
CAH
Cardinal Health Inc

Healthcare
846
+ 8.0%
$146.04 - $167.63 $124K - $142K
11.4K $1.79M
ONB
Old National Bancorp

Financial Services
329
+ 2.72%
$20.4 - $23.47 $6.71K - $7.72K
12.4K $272K
NGG
National Grid PLC

Utilities
469
+ 4.33%
$67.98 - $74.38 $31.9K - $34.9K
11.3K $820K
LADR
Ladder Capital Corp

Real Estate
1.08K
+ 6.54%
$10.86 - $11.81 $11.8K - $12.8K
17.6K $192K
AVB
Avalonbay Communities Inc

Real Estate
166
+ 10.05%
$182.72 - $204.51 $30.3K - $33.9K
1.82K $351K
MRC
Mrc Global Inc.

Energy
34
+ 0.17%
$12.79 - $15.34 $435 - $522
20.3K $292K
KFY
Korn Ferry

Industrials
333
+ 10.06%
$69.05 - $76.46 $23K - $25.5K
3.64K $255K
CGBD
Carlyle Secured Lending, Inc.

Financial Services
2.15K
+ 18.24%
$12.5 - $14.2 $26.9K - $30.5K
13.9K $174K
LPX
Louisiana Pacific Corp

Industrials
38
+ 1.13%
$83.39 - $102.75 $3.17K - $3.9K
3.39K $301K
DLTR
Dollar Tree, Inc.

Consumer Defensive
304
+ 9.16%
$94.03 - $117.16 $28.6K - $35.6K
3.62K $341K
FVD
First Tr Value Line Divid Inde

ETFs
16
+ 0.21%
$44.73 - $46.86 $716 - $750
7.62K $352K
CLH
Clean Harbors Inc

Industrials
49
+ 5.21%
$225.84 - $250.43 $11.1K - $12.3K
990 $229K
ATR
Aptargroup, Inc.

Healthcare
443
+ 20.66%
$130.82 - $161.82 $58K - $71.7K
2.59K $345K
PAA
Plains All American Pipeline LP

Energy
1.73K
+ 11.34%
$16.88 - $18.93 $29.2K - $32.7K
17K $289K
TFSL
Tfs Financial Corp

Financial Services
491
+ 2.8%
$12.61 - $14.23 $6.19K - $6.99K
18K $237K
NKE
Nike, Inc.

Consumer Cyclical
1.11K
+ 2.13%
$69.24 - $79.24 $76.9K - $88K
53.1K $3.7M
ALLY
Ally Financial Inc.

Financial Services
192
+ 3.16%
$36.95 - $44.58 $7.09K - $8.56K
6.27K $245K
TMDX
Trans Medics Group, Inc.

Healthcare
2.42K
+ 20.09%
$103.61 - $132.04 $251K - $320K
14.5K $1.62M
NWL
Newell Brands Inc.

Consumer Defensive
2K
+ 19.64%
$4.76 - $6.39 $9.53K - $12.8K
12.2K $63K
CCK
Crown Holdings Inc

Consumer Cyclical
342
+ 8.51%
$92.19 - $108.12 $31.5K - $37K
4.36K $421K
AAL
American Airlines Group Inc.

Industrials
637
+ 5.08%
N/A
13.2K $145K
USO
United States Oil Fund, LP

ETFs
37
+ 0.95%
$72.3 - $81.04 $2.68K - $3K
3.93K $290K
BALL
Ball Corp

Consumer Cyclical
1.27K
+ 12.42%
$48.47 - $59.71 $61.5K - $75.8K
11.5K $579K
AINV
Apollo Investment Corp

Financial Services
412
+ 3.21%
N/A
13.2K $147K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
110
+ 3.24%
$79.9 - $92.0 $8.79K - $10.1K
3.5K $279K
RGA
Reinsurance Group Of America Inc

Financial Services
97
+ 3.9%
$177.1 - $199.23 $17.2K - $19.3K
2.58K $496K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
58
+ 0.5%
N/A
11.8K $677K
YEXT
Yext, Inc.

Technology
170
+ 0.38%
$7.73 - $9.16 $1.31K - $1.56K
45.3K $386K
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
62
+ 0.22%
N/A
28.4K $1.58M
ALIT
Alight, Inc.

Technology
8.9K
+ 81.72%
$3.07 - $5.98 $27.3K - $53.2K
19.8K $64K
EQR
Equity Residential

Real Estate
276
+ 4.98%
$62.3 - $68.34 $17.2K - $18.9K
5.82K $376K
STAG
Stag Industrial, Inc.

Real Estate
227
+ 3.09%
$34.28 - $36.97 $7.78K - $8.39K
7.57K $267K
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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