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
ETR
Entergy Corp

Utilities
2.93K
+ 15.16%
$79.01 - $86.61 $232K - $254K
22.3K $1.85M
CTAS
Cintas Corp

Industrials
231
+ 2.79%
$190.11 - $227.66 $43.9K - $52.6K
8.52K $1.9M
VRSK
Verisk Analytics, Inc.

Industrials
220
+ 2.44%
$277.03 - $321.33 $60.9K - $70.7K
9.22K $2.87M
MDT
Medtronic PLC

Healthcare
5.19K
+ 5.4%
$80.68 - $88.86 $419K - $461K
101K $8.83M
MSCI
Msci Inc.

Financial Services
304
+ 19.97%
$506.56 - $576.74 $154K - $175K
1.83K $1.05M
IRM
Iron Mountain Inc

Real Estate
299
+ 3.08%
$76.93 - $105.25 $23K - $31.5K
10K $1.03M
NTAP
Net App, Inc.

Technology
1.11K
+ 29.39%
$76.1 - $106.55 $84.3K - $118K
4.88K $519K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
19K
+ 28.18%
$9.85 - $11.67 $187K - $221K
86.2K $970K
IBKR
Interactive Brokers Group, Inc.

Financial Services
7.78K
+ 350.63%
$50.53 - $212.53 $393K - $1.65M
10K $554K
CSL
Carlisle Companies Inc

Industrials
310
+ 15.0%
$317.1 - $408.5 $98.3K - $127K
2.38K $887K
F
Ford Motor CO

Consumer Cyclical
9.7K
+ 11.6%
$8.69 - $10.85 $84.3K - $105K
93.3K $1.01M
EBAY
Ebay Inc

Consumer Cyclical
814
+ 5.12%
$59.52 - $79.36 $48.4K - $64.6K
16.7K $1.24M
EQIX
Equinix Inc

Real Estate
259
+ 13.01%
$740.07 - $914.43 $192K - $237K
2.25K $1.79M
NTRS
Northern Trust Corp

Financial Services
472
+ 12.8%
$84.45 - $126.79 $39.9K - $59.8K
4.16K $527K
ES
Eversource Energy

Utilities
2.19K
+ 17.67%
$54.25 - $65.89 $119K - $145K
14.6K $929K
CMI
Cummins Inc

Industrials
205
+ 3.31%
$267.12 - $336.65 $54.8K - $69K
6.4K $2.1M
HSBC
Hsbc Holdings PLC

Financial Services
2.15K
+ 35.47%
$46.68 - $61.09 $101K - $132K
8.23K $500K
ALLE
Allegion PLC

Industrials
869
+ 50.91%
$118.52 - $145.64 $103K - $127K
2.58K $371K
PTC
Ptc Inc.

Technology
626
+ 26.71%
$136.74 - $173.24 $85.6K - $108K
2.97K $511K
LNG
Cheniere Energy, Inc.

Energy
472
+ 18.27%
$197.25 - $244.33 $93.1K - $115K
3.06K $744K
STT
State Street Corp

Financial Services
22
+ 0.26%
$75.33 - $106.34 $1.66K - $2.34K
8.45K $898K
DFIC
Dimensional ETF Tr Dimensional

ETFs
946
+ 2.81%
$24.94 - $31.15 $23.6K - $29.5K
34.6K $1.07M
CCI
Crown Castle International Corp

Real Estate
1.53K
+ 11.5%
$94.83 - $107.06 $145K - $164K
14.9K $1.53M
TW
Tradeweb Markets Inc.

Financial Services
938
+ 57.51%
$125.37 - $149.02 $118K - $140K
2.57K $376K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
9.12K
+ 49.77%
$12.23 - $15.46 $112K - $141K
27.5K $414K
PSA
Public Storage

Real Estate
506
+ 16.01%
$266.31 - $309.77 $135K - $157K
3.67K $1.08M
WRB
Berkley W R Corp

Financial Services
1.43K
+ 13.96%
$64.28 - $75.17 $91.7K - $107K
11.6K $855K
AEM
Agnico Eagle Mines LTD

Basic Materials
639
+ 12.96%
$99.48 - $124.46 $63.6K - $79.5K
5.57K $662K
CME
Cme Group Inc.

Financial Services
177
+ 2.29%
$252.37 - $290.71 $44.7K - $51.5K
7.91K $2.18M
HUBB
Hubbell Inc

Industrials
91
+ 7.77%
$315.94 - $408.41 $28.8K - $37.2K
1.26K $515K
LEN
Lennar Corp

Consumer Cyclical
1.34K
+ 24.09%
$102.76 - $115.66 $138K - $155K
6.9K $762K
RELX
Relx PLC

Communication Services
839
+ 4.27%
$45.31 - $55.66 $38K - $46.7K
20.5K $1.11M
SBAC
Sba Communications Corp

Real Estate
406
+ 22.76%
$208.57 - $243.4 $84.7K - $98.8K
2.19K $514K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
981
+ 10.46%
$59.24 - $71.39 $58.1K - $70K
10.4K $738K
LYV
Live Nation Entertainment, Inc.

Communication Services
203
+ 4.93%
$118.81 - $151.28 $24.1K - $30.7K
4.32K $653K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
1.77K
+ 22.44%
$60.03 - $72.0 $106K - $127K
9.66K $640K
ING
Ing Groep Nv

Financial Services
3.55K
+ 23.24%
$16.62 - $21.98 $59K - $78K
18.8K $411K
HOLX
Hologic Inc

Healthcare
1.39K
+ 24.2%
$52.73 - $65.22 $73.3K - $90.7K
7.14K $465K
SEB
Seaboard Corp

Industrials
29
+ 17.68%
$2459.69 - $2911.09 $71.3K - $84.4K
193 $552K
AR
Antero Resources Corp

Energy
2.68K
+ 46.55%
$31.92 - $43.78 $85.6K - $117K
8.44K $340K
OLO
Olo Inc.

Technology
2.88K
+ 10.3%
$5.84 - $9.7 $16.8K - $27.9K
30.8K $274K
BTI
British American Tobacco P.L.C.

Consumer Defensive
944
+ 9.29%
$39.43 - $49.34 $37.2K - $46.6K
11.1K $525K
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.3K
+ 36.23%
$83.97 - $92.85 $109K - $120K
4.87K $429K
TFSL
Tfs Financial Corp

Financial Services
7.54K
+ 75.32%
$11.62 - $13.54 $87.6K - $102K
17.6K $227K
PNR
Pentair PLC

Industrials
392
+ 10.88%
$76.17 - $103.58 $29.9K - $40.6K
4K $410K
XPO
Xpo Logistics, Inc.

Industrials
469
+ 24.85%
$91.46 - $128.1 $42.9K - $60.1K
2.36K $297K
EGP
Eastgroup Properties Inc

Real Estate
644
+ 38.02%
$145.28 - $176.09 $93.6K - $113K
2.34K $390K
OUNZ
Van Eck Merk Gold Trust

ETFs
1.57K
+ 6.88%
$28.68 - $33.09 $45.1K - $52K
24.4K $778K
MKTX
Marketaxess Holdings Inc

Financial Services
351
+ 25.34%
$203.19 - $231.09 $71.3K - $81.1K
1.74K $387K
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
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