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
WST
West Pharmaceutical Services Inc

Healthcare
345
+ 2.92%
$210.08 - $279.1 $72.5K - $96.3K
12.2K $3.19M
CEG
Constellation Energy Corp

Utilities
1.68K
+ 20.92%
$298.82 - $354.89 $502K - $596K
9.71K $3.2M
COF
Capital One Financial Corp

Financial Services
2.84K
+ 11.67%
$207.29 - $229.74 $588K - $652K
27.2K $5.77M
EPD
Enterprise Products Partners L.P.

Energy
17.7K
+ 14.93%
$30.74 - $32.14 $544K - $569K
136K $4.26M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.54K
+ 6.6%
$148.97 - $165.88 $230K - $256K
24.9K $4.09M
EXPE
Expedia Group, Inc.

Consumer Cyclical
2.13K
+ 74.37%
$171.01 - $228.24 $364K - $485K
4.99K $1.07M
IDXX
Idexx Laboratories Inc

Healthcare
328
+ 9.06%
$514.61 - $682.78 $169K - $224K
3.95K $2.52M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.29K
+ 3.71%
$164.63 - $174.58 $213K - $226K
36.1K $6.31M
GBDC
Golub Capital Bdc, Inc.

Financial Services
55.5K
+ 28.64%
$13.69 - $15.48 $760K - $860K
249K $3.41M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
9.15K
+ 45.88%
$55.15 - $58.11 $505K - $532K
29.1K $1.67M
ROK
Rockwell Automation, Inc

Industrials
1.44K
+ 48.81%
$328.67 - $358.52 $473K - $516K
4.39K $1.53M
WDC
Western Digital Corp

Technology
1.59K
+ 24.85%
$63.84 - $120.06 $102K - $191K
8K $960K
VZ
Verizon Communications Inc

Communication Services
9.59K
+ 5.05%
$40.84 - $45.06 $392K - $432K
199K $8.76M
EA
Electronic Arts Inc.

Communication Services
1.65K
+ 32.3%
$147.79 - $202.05 $243K - $332K
6.74K $1.36M
MET
Metlife Inc

Financial Services
6K
+ 23.47%
$73.82 - $82.37 $443K - $495K
31.6K $2.6M
WMB
Williams Companies, Inc.

Energy
8.03K
+ 12.63%
$56.52 - $64.01 $454K - $514K
71.6K $4.53M
PYPL
Pay Pal Holdings, Inc.

Financial Services
10.5K
+ 46.93%
$65.64 - $78.22 $687K - $819K
32.8K $2.2M
SHOP
Shopify Inc.

Technology
1.77K
+ 21.19%
$112.11 - $157.12 $198K - $278K
10.1K $1.5M
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.86K
+ 20.94%
$72.57 - $74.72 $497K - $512K
39.6K $2.94M
SNOW
Snowflake Inc.

Technology
2.34K
+ 63.83%
$191.73 - $241.0 $448K - $563K
6K $1.35M
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.26K
+ 3.52%
$91.28 - $97.59 $206K - $221K
66.5K $6.38M
DHR
Danaher Corp

Healthcare
2.48K
+ 4.81%
$181.46 - $212.2 $450K - $526K
54K $10.7M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
321
+ 0.1%
$28.15 - $30.13 $9.04K - $9.67K
326K $9.67M
JEPI
J P Morgan Exchange Traded Fd

ETFs
9.01K
+ 21.65%
$55.61 - $57.37 $501K - $517K
50.6K $2.89M
FNF
Fidelity National Financial, Inc.

Financial Services
7.26K
+ 37.25%
$51.22 - $61.07 $372K - $443K
26.7K $1.62M
XEL
Xcel Energy Inc

Utilities
3.94K
+ 24.53%
$67.56 - $80.65 $266K - $318K
20K $1.61M
ROL
Rollins Inc

Consumer Cyclical
8.22K
+ 52.43%
$55.05 - $58.74 $452K - $483K
23.9K $1.4M
CGGO
Capital Group Global Growth Eq

ETFs
14.4K
+ 124.6%
$31.71 - $34.17 $458K - $494K
26K $889K
CNC
Centene Corp

Healthcare
17K
+ 354.71%
$25.21 - $56.65 $429K - $963K
21.8K $777K
EBAY
Ebay Inc

Consumer Cyclical
2.65K
+ 15.87%
$75.33 - $100.77 $200K - $267K
19.4K $1.76M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
12.3K
+ 39.25%
$30.13 - $33.37 $372K - $412K
43.8K $1.46M
AEP
American Electric Power CO Inc

Utilities
846
+ 1.77%
$103.26 - $115.0 $87.4K - $97.3K
48.5K $5.46M
PM
Philip Morris International Inc.

Consumer Defensive
13.2K
+ 16.11%
$157.77 - $183.27 $2.08M - $2.42M
95K $15.4M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
5.12K
+ 33.72%
$92.18 - $95.14 $472K - $487K
20.3K $1.93M
STX
Seagate Technology Holdings PLC

Technology
534
+ 12.97%
$142.01 - $236.06 $75.8K - $126K
4.65K $1.1M
MFC
Manulife Financial Corp

Financial Services
17.1K
+ 42.76%
$29.9 - $32.34 $511K - $552K
57K $1.78M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
3.66K
+ 12.1%
$80.54 - $89.67 $295K - $328K
33.9K $2.98M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
617
+ 10.16%
$275.84 - $326.36 $170K - $201K
6.69K $2.18M
ARCC
Ares Capital Corp

Financial Services
33.8K
+ 25.21%
$20.41 - $23.25 $691K - $787K
168K $3.43M
AFRM
Affirm Holdings, Inc.

Technology
6.16K
+ 97.53%
$64.05 - $92.18 $394K - $568K
12.5K $911K
VEEV
Veeva Systems Inc

Healthcare
958
+ 5.2%
$269.2 - $297.91 $258K - $285K
19.4K $5.77M
HWM
Howmet Aerospace Inc.

Industrials
2.01K
+ 26.95%
$171.0 - $196.23 $343K - $394K
9.46K $1.86M
ALL
Allstate Corp

Financial Services
1.51K
+ 14.61%
$192.0 - $214.65 $291K - $325K
11.9K $2.55M
AME
Ametek Inc

Industrials
2.26K
+ 44.63%
$176.44 - $192.03 $398K - $433K
7.31K $1.37M
LDOS
Leidos Holdings, Inc.

Technology
1.17K
+ 15.3%
$159.2 - $188.96 $185K - $220K
8.78K $1.66M
COIN
Coinbase Global, Inc.

Technology
1.45K
+ 54.05%
$297.99 - $419.78 $433K - $610K
4.14K $1.4M
XLU
Utilities Sector Spdr

ETFs
4.47K
+ 43.73%
$81.14 - $87.32 $362K - $390K
14.7K $1.28M
A
Agilent Technologies, Inc.

Healthcare
2.82K
+ 34.64%
$112.04 - $128.75 $316K - $363K
11K $1.41M
SLB
Schlumberger Limited

Energy
12.6K
+ 60.32%
$32.37 - $37.31 $407K - $469K
33.4K $1.15M
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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