Hb Wealth Management, LLC Incresed Positions in Q2 2025

Hb Wealth Management, LLC

  • $12.3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BK
Bank Of New York Mellon Corp

Financial Services
2.2K
+ 7.37%
$73.31 - $91.62 $161K - $202K
32.1K $2.92M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
578
+ 0.77%
$114.78 - $133.31 $66.3K - $77.1K
75.8K $10.1M
NKE
Nike, Inc.

Consumer Cyclical
147
+ 0.28%
$53.27 - $72.04 $7.83K - $10.6K
52K $3.69M
APO
Apollo Global Management, Inc.

Financial Services
2.5K
+ 26.86%
$108.68 - $145.07 $272K - $363K
11.8K $1.68M
ECL
Ecolab Inc.

Basic Materials
69
+ 0.29%
$225.65 - $270.95 $15.6K - $18.7K
23.8K $6.41M
SYY
Sysco Corp

Consumer Defensive
4.97K
+ 22.17%
$68.0 - $75.91 $338K - $377K
27.4K $2.07M
HRL
Hormel Foods Corp

Consumer Defensive
13.2K
+ 90.91%
$29.11 - $31.44 $384K - $415K
27.7K $837K
AVSC
American Centy ETF Tr Avantis
6.06K
+ 26.35%
$42.39 - $51.76 $257K - $314K
29.1K $1.5M
VXF
Vanguard Extended Market ETF

ETFs
1.2K
+ 15.96%
$150.43 - $192.71 $180K - $230K
8.68K $1.67M
PBI
Pitney Bowes Inc

Industrials
29.3K
+ 95.02%
$7.81 - $10.94 $229K - $320K
60.1K $655K
SYF
Synchrony Financial

Financial Services
3.83K
+ 48.14%
$43.81 - $66.74 $168K - $256K
11.8K $786K
CARR
Carrier Global Corp

Industrials
88
+ 0.24%
$55.55 - $75.83 $4.89K - $6.67K
36.5K $2.67M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7.55K
+ 51.79%
$48.13 - $49.85 $363K - $376K
22.1K $1.09M
NVS
Novartis Ag

Healthcare
2.06K
+ 18.28%
$101.96 - $121.01 $210K - $250K
13.4K $1.62M
ALGN
Align Technology Inc

Healthcare
957
+ 16.87%
$144.32 - $190.42 $138K - $182K
6.63K $1.26M
DFAE
Dimensional ETF Tr

ETFs
7.45K
+ 17.2%
$22.87 - $28.95 $170K - $216K
50.8K $1.47M
IWN
Ishares Russell2000 Val ETF

ETFs
381
+ 0.91%
$131.84 - $157.76 $50.2K - $60.1K
42.4K $6.69M
CAH
Cardinal Health Inc

Healthcare
142
+ 1.36%
$125.0 - $168.0 $17.8K - $23.9K
10.6K $1.78M
PCAR
Paccar Inc

Industrials
4.64K
+ 9.6%
$86.4 - $99.09 $401K - $460K
53K $5.04M
TJX
Tjx Companies Inc

Consumer Cyclical
1.83K
+ 3.21%
$119.13 - $135.03 $218K - $248K
59K $7.28M
SNPS
Synopsys Inc

Technology
57
+ 1.71%
$380.9 - $517.66 $21.7K - $29.5K
3.39K $1.74M
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.72K
+ 72.02%
$105.23 - $109.61 $286K - $298K
6.5K $712K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3.43K
+ 41.14%
N/A
11.8K $1.01M
TSN
Tyson Foods, Inc.

Consumer Defensive
6.29K
+ 75.09%
$54.33 - $63.56 $342K - $400K
14.7K $820K
DASH
Door Dash, Inc.

Communication Services
154
+ 3.96%
$163.16 - $246.51 $25.1K - $38K
4.05K $997K
IGV
Ishares Expanded Tech Software

ETFs
10
+ 0.07%
$80.15 - $109.5 $802 - $1.1K
13.7K $1.5M
EW
Edwards Lifesciences Corp

Healthcare
1.98K
+ 9.19%
$67.07 - $78.22 $133K - $155K
23.5K $1.84M
CL
Colgate Palmolive CO

Consumer Defensive
5.37K
+ 7.09%
$87.57 - $96.0 $470K - $516K
81.1K $7.38M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
55
+ 0.25%
$101.97 - $126.75 $5.61K - $6.97K
22.4K $2.84M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.09K
+ 21.96%
$45.88 - $54.4 $188K - $222K
22.7K $1.24M
CCL
Carnival Corp

Consumer Cyclical
1.48K
+ 5.59%
$16.43 - $28.12 $24.2K - $41.5K
27.9K $784K
SAN
Banco Santander, S.A.

Financial Services
26.3K
+ 85.26%
$5.72 - $8.32 $150K - $218K
57K $473K
CTVA
Corteva, Inc.

Basic Materials
550
+ 2.98%
$55.52 - $74.53 $30.5K - $41K
19K $1.42M
ON
On Semiconductor Corp

Technology
3.07K
+ 38.83%
$31.95 - $54.21 $98.1K - $166K
11K $575K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4.85K
+ 14.12%
$49.79 - $50.75 $241K - $246K
39.2K $1.99M
SHW
Sherwin Williams CO

Basic Materials
1.26K
+ 3.96%
$313.51 - $363.51 $395K - $458K
33.1K $11.4M
PYPL
Pay Pal Holdings, Inc.

Financial Services
500
+ 2.29%
$57.41 - $74.81 $28.7K - $37.4K
22.3K $1.66M
CNA
Cna Financial Corp

Financial Services
5.46K
+ 104.33%
$45.03 - $50.88 $246K - $278K
10.7K $497K
YEXT
Yext, Inc.

Technology
20K
+ 79.48%
$5.61 - $8.97 $112K - $179K
45.1K $383K
IWP
Ishares Russell Mid Cap Growth

ETFs
437
+ 5.59%
$104.34 - $138.68 $45.6K - $60.6K
8.25K $1.14M
NGG
National Grid PLC

Utilities
1.96K
+ 22.07%
$62.74 - $74.79 $123K - $146K
10.8K $805K
NVT
N Vent Electric PLC

Industrials
203
+ 2.07%
$45.2 - $73.35 $9.18K - $14.9K
10K $732K
INTF
Ishares Tr

ETFs
5.45K
+ 63.54%
$27.6 - $34.51 $150K - $188K
14K $479K
CMCSA
Comcast Corp

Communication Services
15.3K
+ 5.59%
$32.84 - $36.72 $503K - $562K
289K $10.3M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
4.06K
+ 1.91%
$41.1 - $42.37 $167K - $172K
217K $9.15M
DG
Dollar General Corp

Consumer Defensive
393
+ 6.26%
$86.02 - $114.95 $33.8K - $45.2K
6.67K $762K
FITB
Fifth Third Bancorp

Financial Services
1.66K
+ 2.28%
$33.32 - $41.51 $55.1K - $68.7K
74.2K $3.05M
KR
Kroger CO

Consumer Defensive
2.1K
+ 15.0%
$64.62 - $74.0 $136K - $155K
16.1K $1.15M
ARES
Ares Management Corp

Financial Services
389
+ 7.9%
$118.04 - $175.83 $45.9K - $68.4K
5.31K $920K
Activity Summary
Buys All Purchases 435 New Holdings 96 Increased Positions 339 Sells All Sells 657 Reductions 657 Sold out 0 Options Calls 1 Puts 3
Track This Portfolio

Track Hb Wealth Management, LLC Portfolio

Follow Hb Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hb Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email