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
IGOV
Ishares 1 3 International Trea

ETFs
20
+ 0.37%
$41.44 - $43.19 $829 - $864
5.37K $228K
DSGX
Descartes Systems Group Inc

Technology
171
+ 7.03%
$94.23 - $107.79 $16.1K - $18.4K
2.6K $245K
IBN
Icici Bank LTD

Financial Services
1.08K
+ 10.4%
$30.23 - $34.41 $32.6K - $37.1K
11.4K $345K
SSP
E.W. Scripps CO

Communication Services
191
+ 1.85%
$2.46 - $4.15 $470 - $793
10.5K $25K
SPOT
Spotify Technology S.A.

Communication Services
261
+ 9.63%
$620.01 - $738.53 $162K - $193K
2.97K $2.07M
HRTX
Heron Therapeutics, Inc.

Healthcare
1.38K
+ 13.71%
$1.21 - $2.23 $1.67K - $3.08K
11.5K $14K
CTVA
Corteva, Inc.

Basic Materials
1.86K
+ 9.77%
$67.08 - $77.12 $125K - $143K
20.9K $1.41M
HDB
Hdfc Bank LTD

Financial Services
7.82K
+ 121.32%
$34.14 - $78.94 $267K - $617K
14.3K $487K
ON
On Semiconductor Corp

Technology
527
+ 4.8%
$46.98 - $62.45 $24.8K - $32.9K
11.5K $567K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
456
+ 9.55%
$84.43 - $97.93 $38.5K - $44.7K
5.23K $443K
SLF
Sun Life Financial Inc

Financial Services
208
+ 5.83%
$56.54 - $66.41 $11.8K - $13.8K
3.78K $226K
REFI
Chicago Atlantic Real Estate Finance, Inc.

Real Estate
61
+ 0.49%
$12.77 - $14.42 $779 - $880
12.5K $159K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
162
+ 1.49%
$59.29 - $62.87 $9.6K - $10.2K
11.1K $664K
AGYS
Agilysys Inc

Technology
336
+ 5.89%
$103.28 - $119.39 $34.7K - $40.1K
6.04K $636K
FCX
Freeport Mcmoran Inc

Basic Materials
4.11K
+ 9.29%
$35.34 - $47.21 $145K - $194K
48.3K $1.89M
WEN
Wendy'S CO

Consumer Cyclical
2.03K
+ 11.68%
$9.09 - $11.88 $18.4K - $24.1K
19.4K $177K
AR
Antero Resources Corp

Energy
993
+ 11.76%
$29.87 - $37.66 $29.7K - $37.4K
9.43K $316K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
207
+ 1.03%
$14.94 - $16.82 $3.09K - $3.48K
20.3K $303K
PAYC
Paycom Software, Inc.

Technology
5
+ 0.45%
$208.14 - $238.8 $1.04K - $1.19K
1.11K $230K
BAH
Booz Allen Hamilton Holding Corp

Industrials
485
+ 2.74%
$97.53 - $115.95 $47.3K - $56.2K
18.2K $1.82M
CRS
Carpenter Technology Corp

Industrials
25
+ 2.4%
$232.4 - $287.42 $5.81K - $7.19K
1.07K $261K
RS
Reliance Steel & Aluminum CO

Basic Materials
43
+ 3.21%
$277.33 - $343.66 $11.9K - $14.8K
1.38K $387K
MCHP
Microchip Technology Inc

Technology
1.51K
+ 7.15%
$60.95 - $75.26 $91.8K - $113K
22.6K $1.45M
WAT
Waters Corp

Healthcare
48
+ 4.6%
$277.72 - $357.04 $13.3K - $17.1K
1.09K $327K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
1.17K
+ 1.54%
$22.65 - $25.1 $26.5K - $29.4K
77.4K $1.77M
MKL
Markel Corp

Financial Services
48
+ 2.85%
$1898.34 - $2031.8 $91.1K - $97.5K
1.73K $3.31M
FICO
Fair Isaac Corp

Technology
58
+ 13.71%
$1311.26 - $1869.83 $76.1K - $108K
481 $719K
MSTR
Microstrategy Inc

Technology
588
+ 19.21%
$300.7 - $455.9 $177K - $268K
3.65K $1.18M
AVY
Avery Dennison Corp

Industrials
40
+ 0.77%
$158.71 - $184.63 $6.35K - $7.39K
5.23K $847K
MDLZ
Mondelez International, Inc.

Consumer Defensive
9.79K
+ 7.19%
$60.9 - $70.75 $596K - $693K
146K $9.12M
HSIC
Henry Schein Inc

Healthcare
436
+ 3.03%
$64.83 - $74.67 $28.3K - $32.6K
14.8K $985K
FSK
Fs Kkr Capital Corp

Financial Services
622
+ 4.76%
$14.93 - $22.48 $9.29K - $14K
13.7K $204K
CDW
Cdw Corp

Technology
245
+ 4.41%
$156.97 - $182.84 $38.5K - $44.8K
5.81K $924K
CE
Celanese Corp

Basic Materials
314
+ 5.11%
$39.94 - $62.39 $12.5K - $19.6K
6.46K $271K
DRI
Darden Restaurants Inc

Consumer Cyclical
357
+ 7.1%
$184.73 - $220.27 $65.9K - $78.6K
5.38K $1.02M
WCN
Waste Connections, Inc.

Industrials
1.25K
+ 4.54%
$171.32 - $191.84 $214K - $240K
28.8K $5.07M
CTAS
Cintas Corp

Industrials
332
+ 3.9%
$199.29 - $226.27 $66.2K - $75.1K
8.86K $1.82M
ET
Energy Transfer LP

Energy
3.39K
+ 2.34%
$17.11 - $18.16 $57.9K - $61.5K
148K $2.54M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
411
+ 0.48%
$10.17 - $11.97 $4.18K - $4.92K
86.6K $881K
GWRE
Guidewire Software, Inc.

Technology
111
+ 0.54%
$207.82 - $261.88 $23.1K - $29.1K
20.6K $4.73M
RELX
Relx PLC

Communication Services
880
+ 4.29%
$45.13 - $54.19 $39.7K - $47.7K
21.4K $1.02M
ZTS
Zoetis Inc.

Healthcare
434
+ 2.45%
$141.13 - $159.19 $61.3K - $69.1K
18.1K $2.65M
AIG
American International Group, Inc.

Financial Services
953
+ 3.59%
$76.34 - $85.87 $72.8K - $81.8K
27.5K $2.16M
AXON
Axon Enterprise, Inc.

Industrials
187
+ 8.18%
$698.02 - $870.97 $131K - $163K
2.47K $1.78M
KMX
Carmax Inc

Consumer Cyclical
489
+ 7.11%
$44.86 - $71.57 $21.9K - $35K
7.37K $330K
CHTR
Charter Communications, Inc.

Communication Services
395
+ 20.73%
$256.57 - $418.22 $101K - $165K
2.3K $632K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
150
+ 5.15%
$108.8 - $169.61 $16.3K - $25.4K
3.06K $333K
FRPH
Frp Holdings, Inc.

Real Estate
75
+ 0.11%
$24.3 - $27.49 $1.82K - $2.06K
69.4K $1.69M
MORN
Morningstar, Inc.

Financial Services
191
+ 7.15%
$231.72 - $311.89 $44.3K - $59.6K
2.86K $663K
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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