Hb Wealth Management, LLC New Holdings in Q2 2025

Hb Wealth Management, LLC

  • $12.3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DUHP
Dimensional ETF Tr Dimensional

ETFs
866K
New
$29.36 - $35.56 $25.4M - $30.8M
866K $30.8M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
201K
New
$60.29 - $71.77 $12.1M - $14.4M
201K $14M
SCHO
Schwab Short Term Us Treasury

ETFs
219K
New
$24.19 - $24.45 $5.29M - $5.34M
219K $5.33M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
106K
New
$19.44 - $19.56 $2.06M - $2.08M
106K $2.07M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
9.97K
New
$101.91 - $134.83 $1.02M - $1.34M
9.97K $1.25M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
29.9K
New
$22.66 - $23.41 $677K - $699K
29.9K $696K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
10.9K
New
$54.27 - $63.01 $592K - $687K
10.9K $682K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
21K
New
$27.3 - $31.8 $572K - $666K
21K $666K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
11.6K
New
$40.82 - $43.14 $475K - $502K
11.6K $501K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
12.4K
New
$32.0 - $39.87 $398K - $496K
12.4K $495K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
7.34K
New
$50.27 - $62.05 $369K - $456K
7.34K $453K
SWKS
Skyworks Solutions, Inc.

Technology
5.93K
New
$49.2 - $74.95 $292K - $445K
5.93K $442K
DFIV
Dimensional ETF Tr

ETFs
10.3K
New
$34.67 - $43.21 $357K - $445K
10.3K $440K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
3K
New
$49.95 - $128.54 $150K - $386K
3K $373K
FIVE
Five Below, Inc

Consumer Cyclical
2.8K
New
$55.75 - $131.18 $156K - $367K
2.8K $366K
HEFA
Ishares Currency Hedged Msci E

ETFs
9.5K
New
$32.11 - $38.21 $305K - $363K
9.5K $360K
CE
Celanese Corp

Basic Materials
6.15K
New
$37.49 - $59.36 $230K - $365K
6.15K $340K
APA
Apa Corp

Energy
18.3K
New
$14.03 - $21.24 $257K - $389K
18.3K $335K
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.56K
New
$144.94 - $210.94 $227K - $330K
1.56K $329K
DLTR
Dollar Tree, Inc.

Consumer Defensive
3.32K
New
$67.22 - $100.51 $223K - $334K
3.32K $328K
SUB
Ishares Short Term National Mu

ETFs
3K
New
$104.77 - $106.34 $314K - $319K
3K $319K
COOP
Mr. Cooper Group Inc.

Financial Services
2.11K
New
$107.26 - $155.96 $226K - $328K
2.11K $314K
CRL
Charles River Laboratories International, Inc.

Healthcare
2.02K
New
$99.75 - $151.89 $201K - $306K
2.02K $305K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
3.6K
New
$65.42 - $80.7 $235K - $290K
3.6K $290K
CRS
Carpenter Technology Corp

Industrials
1.04K
New
$151.3 - $276.38 $158K - $288K
1.04K $287K
WF
Woori Financial Group Inc.

Financial Services
5.73K
New
$30.46 - $49.73 $175K - $285K
5.73K $284K
MGM
Mgm Resorts International

Consumer Cyclical
8.27K
New
$25.79 - $34.95 $213K - $289K
8.27K $284K
EQL
Alps ETF Tr Equal Sector Weigh

ETFs
6.48K
New
$37.36 - $43.85 $242K - $284K
6.48K $284K
OSK
Oshkosh Corp

Industrials
2.44K
New
$79.17 - $113.62 $193K - $277K
2.44K $276K
GVI
Ishares Tr

ETFs
2.45K
New
$104.82 - $106.79 $257K - $262K
2.45K $261K
HEI
Heico Corp

Industrials
793
New
$236.44 - $328.0 $187K - $260K
793 $260K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
8.75K
New
$19.5 - $30.4 $171K - $266K
8.75K $256K
STRL
Sterling Construction CO Inc

Industrials
1.09K
New
$104.96 - $231.51 $115K - $253K
1.09K $252K
KB
Kb Financial Group Inc.

Financial Services
3.06K
New
$46.88 - $82.59 $143K - $253K
3.06K $252K
MOS
Mosaic CO

Basic Materials
6.91K
New
$22.76 - $36.95 $157K - $255K
6.91K $251K
JBHT
Hunt J B Transport Services Inc

Industrials
1.7K
New
$124.73 - $152.78 $212K - $259K
1.7K $243K
ARW
Arrow Electronics Inc

Technology
1.9K
New
$90.32 - $128.28 $172K - $244K
1.9K $242K
TRMB
Trimble Inc.

Technology
3.18K
New
$55.12 - $75.98 $175K - $241K
3.18K $241K
JKHY
Henry Jack & Associates Inc

Technology
1.33K
New
$163.54 - $186.02 $218K - $248K
1.33K $240K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.02K
New
$116.93 - $119.39 $236K - $241K
2.02K $239K
NTES
Net Ease, Inc.

Communication Services
1.77K
New
$91.37 - $134.58 $161K - $238K
1.77K $237K
SLF
Sun Life Financial Inc

Financial Services
3.57K
New
$53.39 - $66.45 $191K - $237K
3.57K $237K
OLED
Universal Display Corp Pa

Technology
1.53K
New
$106.6 - $161.02 $163K - $247K
1.53K $236K
SSNC
Ss&C Technologies Holdings Inc

Technology
2.84K
New
$71.96 - $83.42 $205K - $237K
2.84K $235K
SLM
Slm Corp

Financial Services
7.14K
New
$24.84 - $34.36 $177K - $245K
7.14K $234K
IETC
Ishares U S ETF Tr

ETFs
2.5K
New
$67.28 - $93.11 $168K - $233K
2.5K $232K
MYRG
Myr Group Inc.

Industrials
1.24K
New
$101.85 - $182.61 $126K - $226K
1.24K $224K
URA
Global X Uranium ETF

ETFs
5.78K
New
$20.26 - $38.81 $117K - $224K
5.78K $224K
BPOP
Popular, Inc.

Financial Services
2.03K
New
$81.63 - $110.51 $166K - $225K
2.03K $224K
Activity Summary
Buys All Purchases 435 New Holdings 96 Increased Positions 339 Sells All Sells 657 Reductions 657 Sold out 0 Options Calls 1 Puts 3
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