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
MAIN
Main Street Capital Corp

Financial Services
6.61K
+ 148.4%
$59.28 - $67.54 $392K - $447K
11.1K $704K
SHW
Sherwin Williams CO

Basic Materials
993
+ 3.0%
$330.88 - $375.23 $329K - $373K
34.1K $11.8M
IYR
Ishares Tr

ETFs
4.3K
+ 58.12%
$94.16 - $98.46 $405K - $423K
11.7K $1.13M
PNR
Pentair PLC

Industrials
3.67K
+ 91.82%
$100.62 - $112.59 $369K - $413K
7.67K $848K
PKG
Packaging Corp Of America

Consumer Cyclical
683
+ 6.96%
$191.41 - $220.25 $131K - $150K
10.5K $2.29M
SGOL
Abrdn Gold ETF Trust

ETFs
8.6K
+ 37.87%
$31.18 - $36.81 $268K - $317K
31.3K $1.15M
TXN
Texas Instruments Inc

Technology
2.24K
+ 2.71%
N/A
84.8K $16.5M
DE
Deere & CO

Industrials
2.13K
+ 20.24%
$457.26 - $524.37 $975K - $1.12M
12.7K $5.79M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
4.08K
+ 83.11%
$92.97 - $100.18 $379K - $409K
8.99K $893K
IEMG
Ishares Inc

ETFs
8.06K
+ 19.38%
N/A
49.6K $2.66M
NDAQ
Nasdaq, Inc.

Financial Services
4.88K
+ 58.43%
$86.73 - $96.94 $423K - $473K
13.2K $1.17M
SCHO
Schwab Short Term Us Treasury

ETFs
16.8K
+ 7.68%
$24.23 - $24.42 $407K - $410K
235K $5.74M
MUB
Ishares National Muni Bond ETF

ETFs
3.8K
+ 90.12%
$103.24 - $106.68 $393K - $406K
8.02K $854K
DFSD
Dimensional ETF Tr Short Durat

ETFs
8.48K
+ 96.84%
$47.86 - $48.43 $406K - $411K
17.2K $830K
RY
Royal Bank Of Canada

Financial Services
2.4K
+ 73.36%
$128.46 - $148.6 $308K - $357K
5.67K $835K
SPG
Simon Property Group Inc

Real Estate
1.27K
+ 21.53%
$159.93 - $187.67 $203K - $238K
7.16K $1.34M
SBUX
Starbucks Corp

Consumer Cyclical
7.63K
+ 21.59%
$81.9 - $96.86 $624K - $739K
42.9K $3.63M
ROST
Ross Stores, Inc.

Consumer Cyclical
954
+ 9.54%
$127.59 - $152.81 $122K - $146K
11K $1.67M
CFG
Citizens Financial Group Inc

Financial Services
4.28K
+ 21.8%
$46.1 - $53.65 $197K - $229K
23.9K $1.27M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
607
+ 69.85%
$311.12 - $482.13 $189K - $293K
1.48K $673K
STT
State Street Corp

Financial Services
2.64K
+ 31.25%
$102.01 - $117.25 $269K - $310K
11.1K $1.29M
DVN
Devon Energy Corp

Energy
9.36K
+ 49.93%
$31.75 - $36.99 $297K - $346K
28.1K $984K
MEDP
Medpace Holdings, Inc.

Healthcare
456
+ 59.38%
$308.88 - $514.16 $141K - $234K
1.22K $629K
VTR
Ventas, Inc.

Real Estate
4.84K
+ 67.59%
$62.76 - $69.99 $304K - $339K
12K $839K
HPQ
Hp Inc

Technology
7.93K
+ 12.97%
$24.45 - $29.35 $194K - $233K
69.1K $1.88M
BTI
British American Tobacco P.L.C.

Consumer Defensive
6.06K
+ 54.59%
$46.69 - $59.27 $283K - $359K
17.2K $910K
BP
Bp PLC

Energy
7.15K
+ 24.13%
$30.25 - $35.69 $216K - $255K
36.8K $1.27M
RE
Everest Re Group LTD

Financial Services
1.02K
+ 55.89%
N/A
2.83K $1.05M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
3.57K
+ 114.02%
$94.17 - $99.95 $336K - $357K
6.7K $669K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.29K
+ 34.36%
$163.62 - $210.2 $211K - $271K
5.05K $986K
L
Loews Corp

Financial Services
3K
+ 40.0%
$89.82 - $100.39 $269K - $301K
10.5K $1.05M
ADM
Archer Daniels Midland CO

Consumer Defensive
3.15K
+ 12.24%
$53.54 - $64.21 $168K - $202K
28.8K $1.72M
TTE
Total Energies Se

Energy
5.29K
+ 29.93%
N/A
23K $1.58M
LAMR
Lamar Advertising CO

Real Estate
2.91K
+ 49.68%
$114.98 - $128.82 $335K - $375K
8.77K $1.07M
SRE
Sempra Energy

Utilities
1.63K
+ 10.79%
$74.14 - $89.98 $121K - $147K
16.8K $1.51M
CPB
Campbell Soup CO

Consumer Defensive
11.2K
+ 138.79%
$30.41 - $34.03 $340K - $381K
19.2K $607K
EMR
Emerson Electric CO

Industrials
3.12K
+ 13.58%
$128.6 - $149.63 $401K - $467K
26.1K $3.42M
PSTG
Pure Storage, Inc.

Technology
1.37K
+ 15.06%
$54.47 - $88.29 $74.5K - $121K
10.4K $875K
PCG
Pg&E Corp

Utilities
22.2K
+ 137.64%
$13.0 - $15.73 $289K - $350K
38.4K $578K
BMY
Bristol Myers Squibb CO

Healthcare
9.51K
+ 13.94%
$43.31 - $48.98 $412K - $466K
77.7K $3.5M
CNA
Cna Financial Corp

Financial Services
7.48K
+ 69.88%
$43.33 - $49.55 $324K - $371K
18.2K $844K
CWB
Spdr Bloomberg Convertible Sec

ETFs
3.22K
+ 45.1%
$82.29 - $90.77 $265K - $292K
10.4K $936K
BRP
Brp Group, Inc.

Financial Services
8.63K
+ 10.26%
N/A
92.7K $3.71M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
512
+ 68.27%
$473.44 - $553.71 $242K - $283K
1.26K $689K
TT
Trane Technologies PLC

Industrials
1.09K
+ 13.58%
$398.96 - $472.54 $436K - $517K
9.15K $3.86M
ES
Eversource Energy

Utilities
3.19K
+ 21.84%
$62.86 - $71.14 $201K - $227K
17.8K $1.27M
IBB
Ishares Biotechnology ETF

ETFs
1.99K
+ 75.49%
$127.63 - $144.37 $254K - $288K
4.63K $668K
EVR
Evercore Inc.

Financial Services
722
+ 53.05%
$276.5 - $362.79 $200K - $262K
2.08K $702K
DD
Du Pont De Nemours, Inc.

Basic Materials
2.45K
+ 15.76%
$69.9 - $78.26 $171K - $192K
18K $1.4M
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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