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
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2.24K
+ 37.54%
$101.12 - $106.18 $227K - $238K
8.22K $847K
ABNB
Airbnb, Inc.

Consumer Cyclical
2.63K
+ 38.41%
$118.3 - $142.16 $311K - $374K
9.48K $1.15M
BPOP
Popular, Inc.

Financial Services
1.62K
+ 79.7%
$111.3 - $128.04 $180K - $208K
3.66K $464K
EQT
Eqt Corp

Energy
5.89K
+ 27.75%
$49.19 - $59.19 $290K - $349K
27.1K $1.48M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
856
+ 25.51%
$96.73 - $137.09 $82.8K - $117K
4.21K $557K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.81K
+ 4.89%
$39.06 - $43.42 $70.5K - $78.4K
38.7K $1.68M
SJM
J M Smucker CO

Consumer Defensive
1.85K
+ 59.4%
$102.24 - $113.2 $189K - $210K
4.97K $539K
BIIB
Biogen Inc.

Healthcare
1.38K
+ 50.77%
$122.68 - $148.84 $169K - $205K
4.09K $572K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
632
+ 3.73%
$131.47 - $143.64 $83.1K - $90.8K
17.6K $2.48M
AOA
Ishares Tr Core Aggressive All

ETFs
2.39K
+ 61.03%
$82.71 - $88.14 $197K - $210K
6.29K $554K
SAN
Banco Santander, S.A.

Financial Services
9.79K
+ 17.17%
$8.27 - $10.48 $81K - $103K
66.8K $700K
CLX
Clorox CO

Consumer Defensive
1.75K
+ 55.37%
$117.67 - $131.43 $206K - $231K
4.92K $606K
MTZ
Mastec Inc

Industrials
605
+ 26.28%
$168.23 - $212.81 $102K - $129K
2.91K $618K
HII
Huntington Ingalls Industries, Inc.

Industrials
615
+ 59.25%
$246.31 - $287.91 $151K - $177K
1.65K $475K
NBIX
Neurocrine Biosciences Inc

Healthcare
1.37K
+ 61.98%
$123.98 - $146.67 $169K - $200K
3.57K $501K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
575
+ 1.39%
$62.54 - $68.42 $36K - $39.3K
42K $2.84M
TER
Teradyne, Inc

Technology
399
+ 11.7%
$90.15 - $137.64 $36K - $54.9K
3.81K $524K
NTAP
Net App, Inc.

Technology
1.35K
+ 27.57%
$101.1 - $126.36 $136K - $170K
6.22K $737K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
10.1K
+ 36.69%
$14.53 - $17.13 $146K - $173K
37.5K $628K
ARES
Ares Management Corp

Financial Services
1.77K
+ 33.32%
$159.89 - $192.76 $283K - $341K
7.08K $1.13M
APA
Apa Corp

Energy
4.2K
+ 22.93%
$18.06 - $24.69 $75.9K - $104K
22.5K $547K
LNC
Lincoln National Corp

Financial Services
2.27K
+ 10.8%
$33.37 - $43.29 $75.6K - $98.1K
23.3K $937K
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.16K
+ 14.84%
$119.73 - $134.7 $139K - $156K
8.95K $1.19M
DAKT
Daktronics Inc

Technology
3
+ 0.01%
$15.38 - $24.04 $46.1 - $72.1
36.3K $754K
PRU
Prudential Financial Inc

Financial Services
2.89K
+ 11.29%
$100.68 - $109.89 $291K - $318K
28.5K $2.95M
VRSN
Verisign Inc

Technology
791
+ 42.97%
$263.02 - $305.98 $208K - $242K
2.63K $735K
EXC
Exelon Corp

Utilities
3.37K
+ 10.28%
$42.73 - $45.54 $144K - $153K
36.1K $1.62M
TRGP
Targa Resources Corp.

Energy
1.61K
+ 15.77%
$160.52 - $174.4 $258K - $280K
11.8K $1.97M
UBS
Ubs Group Ag

Financial Services
3.27K
+ 34.65%
$33.77 - $42.38 $111K - $139K
12.7K $521K
OC
Owens Corning

Industrials
1.35K
+ 66.14%
$136.56 - $157.69 $184K - $212K
3.38K $478K
O
Realty Income Corp

Real Estate
2.09K
+ 9.32%
$56.13 - $60.79 $117K - $127K
24.5K $1.49M
ORI
Old Republic International Corp

Financial Services
3.96K
+ 53.27%
$35.74 - $42.47 $142K - $168K
11.4K $484K
YUM
Yum Brands Inc

Consumer Cyclical
975
+ 7.58%
$139.5 - $153.94 $136K - $150K
13.8K $2.1M
TSCO
Tractor Supply CO

Consumer Cyclical
2.08K
+ 11.05%
$54.08 - $62.65 $113K - $130K
20.9K $1.19M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
737
+ 9.01%
$68.94 - $86.3 $50.8K - $63.6K
8.92K $769K
AVSC
American Centy ETF Tr Avantis
483
+ 1.66%
$51.33 - $58.63 $24.8K - $28.3K
29.5K $1.69M
HSY
Hershey CO

Consumer Defensive
699
+ 23.51%
$161.95 - $193.45 $113K - $135K
3.67K $686K
SCCO
Southern Copper Corp

Basic Materials
1.18K
+ 50.06%
$90.54 - $121.36 $107K - $144K
3.55K $430K
DTE
Dte Energy CO

Utilities
1.09K
+ 27.88%
$130.26 - $141.49 $142K - $154K
4.99K $705K
PODD
Insulet Corp

Healthcare
647
+ 34.32%
$277.3 - $352.82 $179K - $228K
2.53K $781K
PEG
Public Service Enterprise Group Inc

Utilities
2.4K
+ 13.94%
$79.99 - $90.14 $192K - $216K
19.6K $1.64M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.03K
+ 8.94%
$53.81 - $57.52 $109K - $117K
24.7K $1.42M
ED
Consolidated Edison Inc

Utilities
1.83K
+ 16.77%
$95.57 - $105.36 $175K - $193K
12.8K $1.28M
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.46K
+ 70.07%
$98.99 - $112.2 $145K - $164K
3.55K $392K
SSRM
Ssr Mining Inc.

Basic Materials
267
+ 1.75%
$11.8 - $24.58 $3.15K - $6.56K
15.5K $378K
SYF
Synchrony Financial

Financial Services
1.88K
+ 15.96%
$67.53 - $76.86 $127K - $145K
13.7K $970K
BLDR
Builders First Source, Inc.

Industrials
1.44K
+ 82.16%
$116.91 - $149.21 $168K - $215K
3.2K $387K
PHM
Pultegroup Inc

Consumer Cyclical
566
+ 13.9%
$108.0 - $141.42 $61.1K - $80K
4.64K $612K
DINO
Hf Sinclair Corp

Energy
1.2K
+ 11.32%
$42.11 - $54.01 $50.4K - $64.7K
11.8K $616K
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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