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
PLD
Prologis, Inc.

Real Estate
1.11K
+ 5.09%
$104.08 - $115.35 $116K - $128K
22.9K $2.62M
LNG
Cheniere Energy, Inc.

Energy
1.51K
+ 49.38%
$222.68 - $244.28 $336K - $369K
4.57K $1.07M
HAL
Halliburton CO

Energy
9.91K
+ 50.33%
$20.5 - $25.11 $203K - $249K
29.6K $728K
BWA
Borgwarner Inc

Consumer Cyclical
5.17K
+ 55.02%
$34.53 - $44.44 $179K - $230K
14.6K $640K
LEN
Lennar Corp

Consumer Cyclical
1.73K
+ 25.05%
$107.73 - $142.4 $186K - $246K
8.63K $1.09M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
720
+ 8.41%
$301.44 - $365.84 $217K - $263K
9.28K $3M
AYI
Acuity Brands Inc

Industrials
276
+ 5.64%
$287.07 - $344.52 $79.2K - $95.1K
5.17K $1.78M
SYY
Sysco Corp

Consumer Defensive
1.67K
+ 6.12%
$76.33 - $82.51 $128K - $138K
29K $2.39M
IRM
Iron Mountain Inc

Real Estate
3.16K
+ 31.57%
$89.46 - $104.46 $283K - $331K
13.2K $1.34M
BOTZ
Global X Fds

ETFs
7.43K
+ 40.46%
$32.14 - $35.96 $239K - $267K
25.8K $913K
NET
Cloudflare, Inc.

Technology
1.21K
+ 41.76%
$181.39 - $228.28 $219K - $275K
4.09K $878K
XLP
Consumer Staples Sector Spdr

ETFs
4.08K
+ 33.37%
N/A
16.3K $1.24M
EOG
Eog Resources Inc

Energy
3.66K
+ 26.21%
$112.12 - $126.1 $410K - $462K
17.6K $1.98M
GRMN
Garmin LTD

Technology
331
+ 5.62%
$211.13 - $246.22 $69.9K - $81.5K
6.22K $1.53M
XYL
Xylem Inc.

Industrials
1.36K
+ 24.56%
$129.67 - $147.5 $177K - $201K
6.91K $1.02M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
15.1K
+ 14.23%
$19.49 - $19.61 $294K - $296K
121K $2.37M
ENB
Enbridge Inc

Energy
3.73K
+ 17.98%
$43.79 - $50.46 $164K - $188K
24.5K $1.24M
RNST
Renasant Corp

Financial Services
7.79K
+ 107.24%
$35.52 - $39.77 $277K - $310K
15.1K $555K
HSBC
Hsbc Holdings PLC

Financial Services
2.96K
+ 36.02%
$60.27 - $70.98 $179K - $210K
11.2K $794K
PRI
Primerica, Inc.

Financial Services
1.03K
+ 72.75%
$255.46 - $285.58 $262K - $293K
2.43K $675K
AEM
Agnico Eagle Mines LTD

Basic Materials
69
+ 1.24%
$116.14 - $168.56 $8.01K - $11.6K
5.64K $950K
MANH
Manhattan Associates Inc

Technology
882
+ 6.23%
$196.16 - $227.94 $173K - $201K
15K $3.08M
BKNG
Booking Holdings Inc.

Consumer Cyclical
144
+ 11.46%
$5364.25 - $5815.92 $772K - $837K
1.4K $7.56M
UAL
United Airlines Holdings, Inc.

Industrials
1.85K
+ 29.69%
$80.05 - $109.36 $148K - $203K
8.09K $781K
KHC
Kraft Heinz CO

Consumer Defensive
10.8K
+ 80.75%
$25.63 - $28.94 $276K - $311K
24.1K $626K
MPLX
Mplx LP

Energy
6.37K
+ 28.38%
$49.42 - $52.71 $315K - $336K
28.8K $1.44M
ZS
Zscaler, Inc.

Technology
1.06K
+ 40.37%
$267.68 - $316.5 $284K - $336K
3.69K $1.11M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1.89K
+ 34.54%
$50.79 - $76.4 $95.8K - $144K
7.35K $561K
INCY
Incyte Corp

Healthcare
2.63K
+ 86.84%
$67.27 - $86.96 $177K - $229K
5.67K $480K
OXY
Occidental Petroleum Corp

Energy
3.53K
+ 17.35%
$42.54 - $48.1 $150K - $170K
23.9K $1.13M
KEYS
Keysight Technologies, Inc.

Technology
606
+ 4.04%
$158.51 - $178.15 $96.1K - $108K
15.6K $2.73M
TSN
Tyson Foods, Inc.

Consumer Defensive
5.45K
+ 37.17%
$52.3 - $57.69 $285K - $315K
20.1K $1.09M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
1.54K
+ 9.5%
$90.62 - $107.71 $139K - $166K
17.7K $1.74M
CRM
Salesforce, Inc.

Technology
6.42K
+ 18.26%
$231.66 - $273.65 $1.49M - $1.76M
41.6K $9.86M
JBHT
Hunt J B Transport Services Inc

Industrials
2.1K
+ 123.85%
$130.65 - $154.66 $275K - $325K
3.8K $509K
UTHR
United Therapeutics Corp

Healthcare
242
+ 19.6%
$274.7 - $438.75 $66.5K - $106K
1.48K $619K
CME
Cme Group Inc.

Financial Services
1.13K
+ 14.31%
$258.83 - $287.1 $293K - $325K
9.05K $2.44M
KR
Kroger CO

Consumer Defensive
4.88K
+ 30.33%
$64.52 - $74.35 $315K - $363K
21K $1.41M
TM
Toyota Motor Corp

Consumer Cyclical
1.12K
+ 44.87%
$167.86 - $202.79 $187K - $226K
3.6K $688K
MAR
Marriott International Inc

Consumer Cyclical
1.43K
+ 15.27%
$255.35 - $282.87 $366K - $405K
10.8K $2.82M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
2.85K
+ 19.64%
$81.76 - $86.36 $233K - $246K
17.4K $1.47M
MNST
Monster Beverage Corp

Consumer Defensive
2.71K
+ 18.03%
$58.65 - $67.31 $159K - $182K
17.7K $1.19M
ADSK
Autodesk, Inc.

Technology
1.02K
+ 14.8%
N/A
7.88K $1.94M
SAP
Sap Se

Technology
2.3K
+ 23.23%
$252.42 - $311.93 $581K - $718K
12.2K $3.27M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
10.5K
+ 35.3%
$23.27 - $23.51 $245K - $248K
40.4K $946K
VST
Vistra Corp.

Utilities
1.18K
+ 14.55%
$182.0 - $217.92 $214K - $256K
9.26K $1.81M
STE
Steris PLC

Healthcare
936
+ 42.07%
$221.21 - $252.43 $207K - $236K
3.16K $782K
IQV
Iqvia Holdings Inc.

Healthcare
857
+ 32.41%
$157.68 - $200.82 $135K - $172K
3.5K $664K
FCNCA
First Citizens Bancshares Inc

Financial Services
206
+ 28.1%
$1789.16 - $2158.23 $369K - $445K
939 $1.68M
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
Track This Portfolio

Track Hb Wealth Management, LLC Portfolio

Follow Hb Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hb Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email