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
HCA
Hca Healthcare, Inc.

Healthcare
1.6K
+ 30.35%
$334.32 - $426.2 $535K - $682K
6.88K $2.93M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
8.93K
+ 10.3%
$49.43 - $54.52 $441K - $487K
95.5K $5.18M
CBRE
Cbre Group, Inc.

Real Estate
953
+ 2.27%
$137.04 - $165.9 $131K - $158K
42.9K $6.77M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.27K
+ 32.72%
$567.09 - $607.37 $718K - $769K
5.14K $3.06M
MSI
Motorola Solutions, Inc.

Technology
795
+ 5.96%
$408.73 - $490.3 $325K - $390K
14.1K $6.46M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
17.2K
+ 7.95%
$41.8 - $43.15 $720K - $743K
234K $9.99M
FDX
Fedex Corp

Industrials
2.46K
+ 7.99%
$217.1 - $243.2 $535K - $599K
33.3K $7.85M
MPC
Marathon Petroleum Corp

Energy
868
+ 3.48%
$158.59 - $198.69 $138K - $172K
25.8K $4.97M
PSX
Phillips 66

Energy
2.29K
+ 7.45%
$118.37 - $139.46 $271K - $319K
33K $4.49M
STWD
Starwood Property Trust, Inc.

Real Estate
43.2K
+ 154.15%
$19.37 - $20.97 $838K - $907K
71.3K $1.38M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
212
+ 0.98%
$284.45 - $324.95 $60.3K - $68.9K
21.7K $6.96M
CGDV
Capital Group Divid Value ETF

ETFs
18.4K
+ 153.22%
$39.59 - $42.21 $727K - $775K
30.3K $1.28M
EME
Emcor Group, Inc.

Industrials
856
+ 41.47%
$530.88 - $655.83 $454K - $561K
2.92K $1.9M
VFH
Vanguard Financial ETF

ETFs
5.87K
+ 130.74%
$125.23 - $132.78 $735K - $779K
10.4K $1.36M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2.93K
+ 3.42%
$136.48 - $142.97 $399K - $418K
88.5K $12.4M
D
Dominion Energy, Inc

Utilities
10.2K
+ 30.52%
$56.32 - $62.1 $574K - $633K
43.6K $2.67M
SONY
Sony Group Corp

Technology
24.3K
+ 92.84%
$23.92 - $30.07 $581K - $730K
50.4K $1.45M
EEM
Ishares Msci Emerging Markets

ETFs
8.69K
+ 14.63%
$48.07 - $53.4 $418K - $464K
68.1K $3.63M
F
Ford Motor CO

Consumer Cyclical
55.6K
+ 59.59%
$10.82 - $12.09 $602K - $672K
149K $1.78M
SCHV
Schwab Strategic Tr Us Large C

ETFs
21.9K
+ 27.03%
$27.61 - $29.15 $604K - $638K
103K $2.99M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.92K
+ 31.48%
$103.83 - $179.9 $199K - $345K
8K $1.43M
DHI
Horton D R Inc

Consumer Cyclical
1.12K
+ 8.34%
$129.82 - $184.04 $145K - $206K
14.6K $2.47M
WPC
W. P. Carey Inc.

Real Estate
9.92K
+ 89.93%
$61.29 - $68.7 $608K - $681K
20.9K $1.42M
BKR
Baker Hughes CO

Energy
6.61K
+ 17.2%
$38.68 - $50.55 $256K - $334K
45.1K $2.19M
RSG
Republic Services, Inc.

Industrials
4.83K
+ 21.25%
$225.33 - $246.01 $1.09M - $1.19M
27.6K $6.33M
DASH
Door Dash, Inc.

Communication Services
2.18K
+ 53.82%
$234.5 - $272.5 $511K - $593K
6.22K $1.69M
PCAR
Paccar Inc

Industrials
5.24K
+ 9.9%
$92.91 - $102.86 $487K - $539K
58.2K $5.73M
VOX
Vanguard Communication Service

ETFs
2.9K
+ 33.69%
$169.0 - $192.17 $490K - $557K
11.5K $2.16M
TPR
Tapestry, Inc.

Consumer Cyclical
4.43K
+ 59.94%
$86.48 - $116.14 $383K - $514K
11.8K $1.34M
M
Macy'S, Inc.

Consumer Cyclical
1.38K
+ 1.34%
$11.9 - $18.17 $16.4K - $25.1K
104K $1.87M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.75K
+ 17.52%
$412.46 - $514.1 $723K - $902K
11.8K $5.77M
TRV
Travelers Companies, Inc.

Financial Services
1.68K
+ 9.95%
$250.62 - $279.43 $422K - $471K
18.6K $5.2M
WEC
Wec Energy Group, Inc.

Utilities
5K
+ 56.56%
$103.66 - $114.59 $519K - $573K
13.9K $1.59M
AIQ
Global X Funds Global X Artifi

ETFs
10.6K
+ 42.23%
$43.2 - $49.66 $456K - $524K
35.5K $1.76M
MRVL
Marvell Technology, Inc.

Technology
7.23K
+ 85.28%
$62.31 - $84.07 $450K - $608K
15.7K $1.32M
AMP
Ameriprise Financial Inc

Financial Services
1.66K
+ 43.44%
$486.13 - $544.55 $808K - $906K
5.49K $2.7M
ICF
Ishares Tr

ETFs
10.5K
+ 209.54%
$59.57 - $62.89 $627K - $662K
15.5K $958K
TMUS
T Mobile Us, Inc.

Communication Services
2.65K
+ 19.02%
$226.02 - $259.01 $600K - $687K
16.6K $3.97M
XLI
Industrial Sector Spdr

ETFs
3.35K
+ 16.77%
$147.94 - $154.99 $495K - $519K
23.3K $3.59M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.48K
+ 6.59%
$282.75 - $294.19 $419K - $436K
24K $7.05M
DELL
Dell Technologies Inc.

Technology
3.58K
+ 51.53%
$120.96 - $141.77 $433K - $508K
10.5K $1.49M
RF
Regions Financial Corp

Financial Services
14.2K
+ 15.23%
$24.03 - $27.41 $341K - $389K
107K $2.83M
ECL
Ecolab Inc.

Basic Materials
1.94K
+ 8.17%
$259.39 - $285.47 $504K - $555K
25.7K $7.05M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
3.2K
+ 3.68%
$87.05 - $93.19 $279K - $298K
90.1K $8.38M
CVS
Cvs Health Corp

Healthcare
5.4K
+ 16.44%
$58.75 - $76.5 $317K - $413K
38.3K $2.89M
SNV
Synovus Financial Corp

Financial Services
12.9K
+ 233.7%
$46.55 - $59.6 $600K - $768K
18.4K $903K
FAST
Fastenal CO

Industrials
1.66K
+ 2.18%
$42.47 - $50.39 $70.3K - $83.4K
77.7K $3.81M
PG
Procter & Gamble CO

Consumer Defensive
13.7K
+ 5.21%
$150.47 - $161.22 $2.06M - $2.2M
276K $42.4M
CSX
Csx Corp

Industrials
10.7K
+ 13.5%
$32.05 - $36.52 $342K - $390K
89.7K $3.19M
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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