Hb Wealth Management, LLC New Holdings in Q3 2025

Hb Wealth Management, LLC

  • $14.5 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
U
Unity Software Inc.

Technology
246K
New
$24.01 - $46.53 $5.9M - $11.4M
246K $9.84M
FDM
First Trust Dow Jones Select M

ETFs
45K
New
$69.04 - $77.89 $3.11M - $3.51M
45K $3.41M
PCOR
Procore Technologies, Inc.

Technology
40.1K
New
$61.62 - $76.64 $2.47M - $3.07M
40.1K $2.93M
SFBS
Servis First Bancshares, Inc.

Financial Services
19.1K
New
$76.69 - $89.24 $1.47M - $1.71M
19.1K $1.54M
TILE
Interface Inc

Consumer Cyclical
40.1K
New
$20.39 - $29.88 $818K - $1.2M
40.1K $1.16M
GLDD
Great Lakes Dredge & Dock Corp

Industrials
88.2K
New
$10.53 - $12.27 $929K - $1.08M
88.2K $1.06M
IQLT
Ishares Msci Intl Quality Fact

ETFs
23K
New
$41.43 - $44.2 $952K - $1.02M
23K $1.02M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
40.5K
New
$24.11 - $24.94 $976K - $1.01M
40.5K $1.01M
BEP
Brookfield Renewable Partners L.P.

Utilities
38K
New
$24.32 - $27.58 $924K - $1.05M
38K $979K
EYE
National Vision Holdings, Inc.

Consumer Cyclical
32.5K
New
$21.94 - $29.24 $713K - $950K
32.5K $947K
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
42.4K
New
$19.5 - $19.83 $826K - $840K
42.4K $834K
VDC
Vanguard Consumer Staples ETF

ETFs
3.7K
New
$212.64 - $225.25 $788K - $834K
3.7K $791K
HYD
Vaneck High Yield Muni ETF

ETFs
14.6K
New
$48.85 - $50.94 $714K - $745K
14.6K $744K
FXH
First Tr Exchange Trd Fd Healt

ETFs
6.74K
New
$98.56 - $110.68 $664K - $746K
6.74K $739K
TG
Tredegar Corp

Industrials
89.7K
New
$7.19 - $9.3 $645K - $834K
89.7K $720K
SUI
Sun Communities Inc

Real Estate
5.37K
New
$116.6 - $131.28 $626K - $704K
5.37K $692K
SU
Suncor Energy Inc

Energy
16.2K
New
$37.83 - $43.02 $615K - $699K
16.2K $679K
PRG
Prog Holdings, Inc.

Industrials
20.9K
New
$28.2 - $36.35 $588K - $758K
20.9K $675K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
16.6K
New
$38.1 - $40.7 $634K - $677K
16.6K $659K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
13.3K
New
$48.31 - $48.93 $644K - $652K
13.3K $651K
MCHI
Ishares Msci China ETF

ETFs
9.67K
New
$54.58 - $65.85 $528K - $637K
9.67K $636K
SKYY
First Trust Cloud Computing Et

ETFs
4.66K
New
$118.24 - $138.53 $550K - $645K
4.66K $625K
MLI
Mueller Industries Inc

Industrials
6.11K
New
$82.07 - $101.7 $502K - $621K
6.11K $617K
EIX
Edison International

Utilities
10.9K
New
$50.42 - $56.35 $550K - $615K
10.9K $603K
IDEV
Ishares Core Msci Intl Develop

ETFs
7.13K
New
$74.68 - $80.26 $532K - $572K
7.13K $571K
WTRG
Essential Utilities, Inc.

Utilities
14.1K
New
$36.73 - $39.9 $519K - $563K
14.1K $563K
LYFT
Lyft, Inc.

Technology
25.4K
New
$13.41 - $22.93 $340K - $582K
25.4K $558K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
6.14K
New
$71.86 - $87.45 $441K - $537K
6.14K $511K
AUB
Atlantic Union Bankshares Corp

Financial Services
14.2K
New
$31.23 - $36.56 $445K - $521K
14.2K $502K
SHYD
Vaneck Short High Yield Muni E

ETFs
21.9K
New
$22.31 - $23.01 $488K - $504K
21.9K $501K
VLRS
Controladora Vuela Compania De Aviacion, S.A.B. De C.V.

Industrials
68.3K
New
$4.38 - $7.18 $299K - $490K
68.3K $490K
FOUR
Shift4 Payments, Inc.

Technology
6.19K
New
$77.4 - $106.81 $479K - $661K
6.19K $479K
BNDX
Vanguard Total International B

ETFs
9.26K
New
$49.0 - $49.51 $454K - $458K
9.26K $457K
CHKP
Check Point Software Technologies LTD

Technology
2.19K
New
$180.73 - $231.23 $396K - $506K
2.19K $453K
MBB
Ishares Tr

ETFs
4.49K
New
$92.46 - $95.73 $415K - $430K
4.49K $427K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
9.04K
New
$45.26 - $46.63 $409K - $421K
9.04K $417K
MP
Mp Materials Corp.

Basic Materials
6.1K
New
$30.03 - $77.13 $183K - $470K
6.1K $408K
BXSL
Blackstone Secured Lending Fund

Financial Services
15.4K
New
$26.07 - $32.55 $401K - $500K
15.4K $400K
CSB
Victory Portf Ii Shs Us Small

ETFs
6.72K
New
$55.33 - $60.22 $372K - $404K
6.72K $397K
PPA
Invesco Exchange Traded Fd Tr

ETFs
2.47K
New
$139.82 - $155.45 $345K - $384K
2.47K $383K
ZM
Zoom Video Communications, Inc.

Technology
4.53K
New
$69.77 - $86.83 $316K - $394K
4.53K $374K
ATLC
Atlanticus Holdings Corp

Financial Services
6.38K
New
$48.02 - $76.15 $306K - $486K
6.38K $373K
SATS
Echo Star Corp

Technology
4.84K
New
$26.33 - $83.57 $127K - $404K
4.84K $369K
FTI
Technip Fmc PLC

Energy
9.36K
New
$32.19 - $40.89 $301K - $383K
9.36K $369K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
5.35K
New
$64.17 - $68.19 $343K - $365K
5.35K $364K
CW
Curtiss Wright Corp

Industrials
668
New
$472.43 - $542.94 $316K - $363K
668 $362K
EHC
Encompass Health Corp

Healthcare
2.82K
New
$107.13 - $127.02 $303K - $359K
2.82K $358K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
5.48K
New
N/A
5.48K $354K
ROKU
Roku, Inc

Communication Services
3.49K
New
$79.98 - $101.78 $279K - $355K
3.49K $349K
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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