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
AOA
Ishares Tr Core Aggressive All

ETFs
37
+ 0.96%
$69.46 - $83.4 $2.57K - $3.09K
3.91K $325K
AVT
Avnet Inc

Technology
130
+ 3.07%
$41.51 - $53.08 $5.4K - $6.9K
4.36K $231K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
200
+ 5.88%
$86.79 - $101.21 $17.4K - $20.2K
3.6K $354K
RGLD
Royal Gold Inc

Basic Materials
23
+ 1.66%
$155.48 - $186.71 $3.58K - $4.29K
1.41K $250K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
895
+ 3.13%
$20.16 - $20.49 $18K - $18.3K
29.5K $604K
FNV
Franco Nevada Corp

Basic Materials
52
+ 2.49%
$143.04 - $178.17 $7.44K - $9.26K
2.14K $351K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
799
+ 2.41%
$18.28 - $18.7 $14.6K - $14.9K
33.9K $634K
JEF
Jefferies Financial Group Inc.

Financial Services
270
+ 4.56%
$41.06 - $56.09 $11.1K - $15.1K
6.19K $338K
ADSK
Autodesk, Inc.

Technology
73
+ 1.07%
N/A
6.87K $1.69M
TRP
Tc Energy Corp

Energy
15
+ 0.14%
$44.48 - $51.4 $667 - $771
10.7K $521K
KFY
Korn Ferry

Industrials
8
+ 0.24%
$59.48 - $74.54 $476 - $596
3.31K $242K
HAL
Halliburton CO

Energy
4.48K
+ 29.43%
$19.26 - $25.7 $86.2K - $115K
19.7K $401K
WIT
Wipro LTD

Technology
5.86K
+ 12.23%
$2.7 - $3.09 $15.8K - $18.1K
53.7K $162K
CHK
Chesapeake Energy Corp

Energy
191
+ 5.86%
N/A
3.45K $295K
FOXA
Fox Corp

Communication Services
330
+ 4.45%
$47.21 - $57.04 $15.6K - $18.8K
7.74K $433K
FE
Firstenergy Corp

Utilities
366
+ 3.53%
$38.31 - $43.17 $14K - $15.8K
10.7K $432K
OVV
Ovintiv Inc.

Energy
1.01K
+ 17.83%
$31.18 - $44.14 $31.3K - $44.4K
6.64K $252K
CBSH
Commerce Bancshares Inc

Financial Services
174
+ 4.48%
$55.42 - $65.63 $9.64K - $11.4K
4.06K $252K
WSO
Watsco Inc

Industrials
227
+ 16.95%
$421.84 - $520.66 $95.8K - $118K
1.57K $691K
BIIB
Biogen Inc.

Healthcare
303
+ 12.58%
$113.38 - $135.49 $34.4K - $41.1K
2.71K $340K
EVRG
Evergy, Inc.

Utilities
141
+ 1.61%
$64.06 - $69.64 $9.03K - $9.82K
8.91K $614K
EMB
Ishares Tr

ETFs
37
+ 1.39%
$86.54 - $92.62 $3.2K - $3.43K
2.69K $249K
EXPE
Expedia Group, Inc.

Consumer Cyclical
45
+ 1.6%
$136.63 - $176.62 $6.15K - $7.95K
2.86K $482K
AEE
Ameren Corp

Utilities
269
+ 6.55%
$94.23 - $101.68 $25.3K - $27.4K
4.38K $420K
AIG
American International Group, Inc.

Financial Services
505
+ 1.94%
$77.56 - $87.72 $39.2K - $44.3K
26.5K $2.27M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
115
+ 0.56%
$23.32 - $24.45 $2.68K - $2.81K
20.5K $500K
ACI
Albertsons Companies, Inc.

Consumer Defensive
494
+ 4.58%
$19.94 - $22.91 $9.85K - $11.3K
11.3K $242K
AINV
Apollo Investment Corp

Financial Services
373
+ 3.0%
N/A
12.8K $142K
Thomson Reuters Corp
159
+ 11.05%
N/A
1.6K $0
Tko Group Holdings Inc
473
+ 32.87%
N/A
1.91K $0
Solventum Corp
185
+ 5.64%
N/A
3.46K $0
Fubotv Inc
1.06M
+ 234.07%
N/A
1.51M $0
Lam Research Corp
10.4K
+ 9.14%
N/A
124K $0
Crane Company
26
+ 1.17%
N/A
2.24K $0
2023 ETF Series Trust Ii
229K
+ 111.45%
N/A
434K $0
Kayne Anderson Bdc Inc
24.2K
+ 14.05%
N/A
197K $0
HRB
H&R Block Inc

Consumer Cyclical
12
+ 0.29%
$54.32 - $63.04 $652 - $756
4.21K $230K
Ishares Bitcoin Trust ETF
11.3K
+ 26.34%
N/A
54.4K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
9.42K
+ 6.53%
N/A
154K $0
Gsk PLC
603
+ 5.16%
N/A
12.3K $0
Corpay Inc
58
+ 3.76%
N/A
1.6K $0
HEIA
Heico Crp Cl A
2.9K
+ 11.04%
N/A
29.2K $0
Atlassian Corporation
2.5K
+ 31.81%
N/A
10.3K $0
TAFI
Ab Active Etfs Inc Tax Aware S
235
+ 0.84%
N/A
28.2K $0
BHR
Braemar Hotels & Resorts Inc.

Real Estate
45
+ 0.19%
$1.85 - $2.65 $83.3 - $119
23.3K $57K
NOK
Nokia Corp

Technology
343
+ 1.71%
$4.65 - $5.43 $1.59K - $1.86K
20.4K $105K
Kenvue Inc
4.85K
+ 16.6%
N/A
34K $0
Canadian Pacific Kansas City
1.6K
+ 29.5%
N/A
7.02K $0
MKC-V
Mc Cormick & Company, Incorporated

Consumer Defensive
712
+ 1.97%
N/A
36.9K $0
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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