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
WMT
Walmart Inc.

Consumer Defensive
33.9K
+ 8.83%
$94.4 - $104.27 $3.2M - $3.53M
418K $43M
VO
Vanguard Mid Cap ETF

ETFs
13.4K
+ 12.79%
$279.83 - $293.74 $3.75M - $3.94M
118K $34.7M
GPC
Genuine Parts CO

Consumer Cyclical
33.2K
+ 74.39%
$122.23 - $142.77 $4.05M - $4.73M
77.7K $10.8M
CAT
Caterpillar Inc

Industrials
3.15K
+ 7.61%
$390.92 - $477.15 $1.23M - $1.5M
44.6K $21.3M
DFAU
Dimensional ETF Tr

ETFs
6.93K
+ 0.51%
$42.42 - $45.96 $294K - $318K
1.37M $62.8M
EFA
Ishares Tr Msci Eafe ETF

ETFs
42.5K
+ 21.41%
$87.29 - $93.61 $3.71M - $3.98M
241K $22.5M
RTX
Raytheon Technologies Corp

Industrials
7.86K
+ 5.03%
$144.19 - $167.33 $1.13M - $1.31M
164K $27.5M
KO
Coca Cola CO

Consumer Defensive
102K
+ 21.19%
$65.67 - $71.67 $6.7M - $7.31M
584K $38.7M
GLW
Corning Inc

Technology
47.5K
+ 215.75%
$51.6 - $82.03 $2.45M - $3.89M
69.5K $5.7M
VNQ
Vanguard Specialized Funds Van

ETFs
46.9K
+ 212.71%
$88.47 - $93.24 $4.15M - $4.38M
69K $6.31M
VONG
Vanguard Russell 1000 Growth E

ETFs
21.5K
+ 14.57%
$108.08 - $121.73 $2.33M - $2.62M
169K $20.4M
ACWI
Ishares Msci Acwi ETF

ETFs
24.8K
+ 32.92%
$128.32 - $138.41 $3.18M - $3.43M
99.9K $13.8M
XLK
Technology Sector Spdr

ETFs
11.3K
+ 51.53%
$250.97 - $282.66 $2.82M - $3.18M
33.1K $9.33M
GS
Goldman Sachs Group Inc

Financial Services
2.93K
+ 19.87%
$696.56 - $806.32 $2.04M - $2.36M
17.6K $14.1M
TMO
Thermo Fisher Scientific Inc.

Healthcare
3.47K
+ 14.46%
$404.94 - $499.99 $1.4M - $1.73M
27.4K $13.3M
VB
Vanguard Small Cap ETF

ETFs
8.97K
+ 12.09%
$237.58 - $259.17 $2.13M - $2.32M
83.1K $21.1M
UBER
Uber Technologies, Inc

Technology
28.5K
+ 19.31%
$86.91 - $99.57 $2.47M - $2.84M
176K $17.2M
MRK
Merck & Co., Inc.

Healthcare
30.1K
+ 15.3%
$77.6 - $87.37 $2.34M - $2.63M
227K $19M
ICE
Intercontinental Exchange, Inc.

Financial Services
25.8K
+ 43.43%
$167.28 - $188.45 $4.31M - $4.86M
85.1K $14.3M
LOW
Lowes Companies Inc

Consumer Cyclical
7.85K
+ 15.72%
$215.01 - $273.02 $1.69M - $2.14M
57.8K $14.5M
IEFA
Ishares Tr

ETFs
32.8K
+ 22.02%
$81.7 - $87.53 $2.68M - $2.87M
182K $15.9M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
5.18K
+ 14.32%
$224.68 - $282.71 $1.16M - $1.46M
41.4K $11.6M
PANW
Palo Alto Networks Inc

Technology
16.4K
+ 60.12%
$167.06 - $208.19 $2.75M - $3.42M
43.8K $8.91M
DFAT
Dimensional ETF Tr U S Target

ETFs
56K
+ 531.38%
$53.36 - $59.69 $2.99M - $3.34M
66.6K $3.88M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
42.2K
+ 29.28%
$62.09 - $66.51 $2.62M - $2.81M
186K $12.2M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
68.6K
+ 5.02%
$21.69 - $23.34 $1.49M - $1.6M
1.43M $33.4M
PEP
Pepsico Inc

Consumer Defensive
15K
+ 11.65%
$133.81 - $152.16 $2.01M - $2.28M
144K $20.2M
IGM
Ishares Expanded Tech Sector E

ETFs
10.4K
+ 7.7%
$110.96 - $127.67 $1.15M - $1.33M
145K $18.3M
SO
Southern CO

Utilities
27.9K
+ 17.17%
$90.83 - $96.0 $2.54M - $2.68M
191K $18.1M
WBD
Warner Bros. Discovery, Inc.

Communication Services
76.8K
+ 38.78%
$10.78 - $19.82 $828K - $1.52M
275K $5.37M
GD
General Dynamics Corp

Industrials
3.31K
+ 8.34%
$293.92 - $341.0 $973K - $1.13M
43K $14.7M
NFLX
Netflix Inc

Communication Services
4.39K
+ 27.83%
$1147.87 - $1297.18 $5.04M - $5.69M
20.2K $24.2M
AFL
Aflac Inc

Financial Services
23.8K
+ 46.58%
$98.09 - $111.7 $2.34M - $2.66M
75K $8.38M
GE
General Electric CO

Industrials
6K
+ 22.51%
$244.75 - $305.63 $1.47M - $1.83M
32.6K $9.82M
INTC
Intel Corp

Technology
26.2K
+ 15.06%
$19.31 - $35.5 $506K - $930K
200K $6.72M
NSC
Norfolk Southern Corp

Industrials
6.28K
+ 30.77%
$259.49 - $300.41 $1.63M - $1.89M
26.7K $8.02M
EFX
Equifax Inc

Industrials
11K
+ 129.88%
$234.03 - $265.73 $2.57M - $2.92M
19.4K $4.99M
C
Citigroup Inc

Financial Services
15.8K
+ 22.45%
$85.57 - $103.49 $1.36M - $1.64M
86.4K $8.77M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.14K
+ 1.26%
$108.46 - $120.63 $341K - $379K
252K $29.9M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
57.2K
+ 3.97%
$26.38 - $27.95 $1.51M - $1.6M
1.5M $40.9M
URI
United Rentals, Inc.

Industrials
1.79K
+ 37.15%
$774.14 - $975.23 $1.39M - $1.75M
6.61K $6.31M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
5.25K
+ 61.67%
$435.72 - $463.74 $2.29M - $2.43M
13.8K $6.38M
QUAL
Ishares Msci Usa Quality Facto

ETFs
13.1K
+ 256.43%
$182.33 - $194.5 $2.39M - $2.55M
18.2K $3.54M
MLM
Martin Marietta Materials Inc

Basic Materials
3.52K
+ 78.51%
$546.36 - $631.12 $1.92M - $2.22M
8.01K $5.05M
NEE
Nextera Energy Inc

Utilities
17.7K
+ 8.69%
$69.77 - $77.54 $1.23M - $1.37M
221K $16.7M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
14.1K
+ 18.56%
$132.9 - $142.03 $1.87M - $2M
89.9K $12.7M
MCD
Mcdonalds Corp

Consumer Cyclical
5.27K
+ 6.48%
$291.67 - $316.99 $1.54M - $1.67M
86.6K $26.3M
AXP
American Express CO

Financial Services
5.22K
+ 8.71%
$294.27 - $342.31 $1.54M - $1.79M
65.2K $21.7M
IXUS
Ishares Tr

ETFs
17.8K
+ 9.25%
$76.35 - $82.58 $1.36M - $1.47M
210K $17.4M
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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