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
UAL
United Airlines Holdings, Inc.

Industrials
304
+ 5.12%
$56.15 - $84.23 $17.1K - $25.6K
6.24K $496K
CGGO
Capital Group Global Growth Eq

ETFs
1.54K
+ 15.35%
$25.31 - $32.17 $39.1K - $49.6K
11.6K $370K
TDY
Teledyne Technologies Inc

Technology
149
+ 25.0%
$435.54 - $512.31 $64.9K - $76.3K
745 $381K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
2.76K
+ 12.24%
$11.9 - $15.57 $32.8K - $42.9K
25.3K $388K
BNS
Bank Of Nova Scotia

Financial Services
818
+ 18.57%
$44.56 - $55.27 $36.5K - $45.2K
5.22K $288K
K
Kellogg CO

Consumer Defensive
1.25K
+ 17.66%
$77.85 - $82.88 $97.5K - $104K
8.34K $663K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
688
+ 16.41%
$58.41 - $72.69 $40.2K - $50K
4.88K $354K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
98
+ 12.71%
$224.32 - $326.09 $22K - $32K
869 $283K
WPM
Wheaton Precious Metals Corp.

Basic Materials
156
+ 3.18%
$70.56 - $92.75 $11K - $14.5K
5.07K $455K
CGDV
Capital Group Divid Value ETF

ETFs
763
+ 6.8%
$31.93 - $39.49 $24.4K - $30.1K
12K $473K
VRSN
Verisign Inc

Technology
33
+ 1.83%
$234.49 - $288.8 $7.74K - $9.53K
1.84K $531K
A
Agilent Technologies, Inc.

Healthcare
546
+ 7.19%
$99.29 - $120.52 $54.2K - $65.8K
8.14K $960K
ALL
Allstate Corp

Financial Services
636
+ 6.54%
$180.53 - $212.64 $115K - $135K
10.4K $2.09M
FXU
First Tr Exchange Traded Fd Ut

ETFs
1.32K
+ 14.31%
$37.86 - $43.29 $50.1K - $57.3K
10.6K $448K
GGG
Graco Inc

Industrials
239
+ 1.38%
$74.02 - $87.26 $17.7K - $20.9K
17.5K $1.51M
EL
Estee Lauder Companies Inc

Consumer Defensive
180
+ 5.56%
$50.06 - $80.8 $9.01K - $14.5K
3.42K $276K
DHI
Horton D R Inc

Consumer Cyclical
288
+ 2.19%
$115.1 - $129.63 $33.1K - $37.3K
13.4K $1.73M
CTRA
Coterra Energy Inc.

Energy
3.89K
+ 35.47%
$22.6 - $29.07 $87.8K - $113K
14.8K $376K
VTRS
Viatris Inc

Healthcare
5.78K
+ 15.71%
$7.26 - $9.12 $42K - $52.8K
42.6K $380K
EQR
Equity Residential

Real Estate
1.14K
+ 25.91%
$61.82 - $71.72 $70.5K - $81.8K
5.55K $374K
FANG
Diamondback Energy, Inc.

Energy
1.16K
+ 26.01%
$119.25 - $161.49 $138K - $187K
5.62K $771K
TM
Toyota Motor Corp

Consumer Cyclical
379
+ 17.98%
$158.63 - $195.39 $60.1K - $74.1K
2.49K $428K
PSX
Phillips 66

Energy
1.46K
+ 5.0%
$92.87 - $125.73 $136K - $184K
30.7K $3.67M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
358
+ 18.87%
$105.8 - $131.55 $37.9K - $47.1K
2.26K $289K
TOL
Toll Brothers, Inc.

Consumer Cyclical
274
+ 11.97%
$90.5 - $114.3 $24.8K - $31.3K
2.56K $292K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
344
+ 0.4%
$121.58 - $136.74 $41.8K - $47K
85.5K $11.6M
HIG
Hartford Financial Services Group, Inc.

Financial Services
207
+ 2.73%
$109.83 - $131.67 $22.7K - $27.3K
7.8K $988K
QRVO
Qorvo, Inc.

Technology
190
+ 6.87%
$50.81 - $84.91 $9.65K - $16.1K
2.96K $250K
SSRM
Ssr Mining Inc.

Basic Materials
840
+ 5.84%
$9.09 - $13.07 $7.64K - $11K
15.2K $194K
STLD
Steel Dynamics Inc

Basic Materials
483
+ 9.73%
N/A
5.45K $534K
ABCB
Ameris Bancorp

Financial Services
49
+ 0.82%
$50.69 - $64.92 $2.48K - $3.18K
5.99K $387K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
492
+ 20.58%
$91.43 - $91.74 $45K - $45.1K
2.88K $264K
WELL
Welltower Inc.

Real Estate
256
+ 2.08%
$136.49 - $155.22 $34.9K - $39.7K
12.5K $1.93M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
56
+ 0.73%
$49.48 - $61.22 $2.77K - $3.43K
7.75K $471K
MFG
Mizuho Financial Group Inc

Financial Services
7.5K
+ 22.08%
$4.25 - $5.66 $31.9K - $42.4K
41.4K $230K
RS
Reliance Steel & Aluminum CO

Basic Materials
34
+ 2.61%
$262.08 - $316.81 $8.91K - $10.8K
1.34K $419K
O
Realty Income Corp

Real Estate
886
+ 4.11%
$52.27 - $58.52 $46.3K - $51.8K
22.4K $1.29M
NRZ
New Residential Investment Corp.

Real Estate
5.76K
+ 31.58%
N/A
24K $173K
HST
Host Hotels & Resorts, Inc.

Real Estate
1.82K
+ 15.91%
$12.7 - $16.07 $23.1K - $29.2K
13.3K $203K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
74
+ 0.96%
$95.74 - $115.54 $7.08K - $8.55K
7.82K $893K
IWS
Ishares Russell Midcap Value E

ETFs
1
+ 0.02%
$110.58 - $132.14 $111 - $132
6.1K $806K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
218
+ 6.81%
$65.84 - $80.81 $14.4K - $17.6K
3.42K $274K
DNP
Dnp Select Income Fund Inc

Financial Services
4.42K
+ 7.34%
$8.89 - $9.88 $39.3K - $43.7K
64.6K $632K
IBN
Icici Bank LTD

Financial Services
481
+ 4.87%
$30.16 - $34.39 $14.5K - $16.5K
10.4K $348K
ASX
Ase Technology Holding Co., Ltd.

Technology
1.29K
+ 9.78%
$7.42 - $10.65 $9.58K - $13.7K
14.5K $149K
SKX
Skechers Usa Inc

Consumer Cyclical
73
+ 1.78%
$45.48 - $63.1 $3.32K - $4.61K
4.18K $263K
XLRE
Select Sector Spdr Tr Real Est

ETFs
768
+ 16.04%
$37.08 - $42.26 $28.5K - $32.5K
5.56K $230K
EQH
Equitable Holdings, Inc.

Financial Services
184
+ 4.0%
$43.98 - $56.1 $8.09K - $10.3K
4.79K $268K
VNT
Vontier Corp

Technology
23
+ 0.33%
$28.04 - $37.3 $645 - $858
6.93K $255K
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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