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
KD
Kyndryl Holdings, Inc.

Technology
5.35K
New
$27.77 - $41.96 $149K - $224K
5.35K $224K
GATX
Gatx Corp

Industrials
1.45K
New
$141.27 - $159.24 $204K - $230K
1.45K $222K
SSO
Proshares Ultra S&P 500

ETFs
2.27K
New
$64.8 - $97.72 $147K - $222K
2.27K $222K
JNPR
Juniper Networks Inc

Technology
5.5K
New
$33.93 - $39.93 $187K - $219K
5.5K $219K
IVZ
Invesco Ltd.

Financial Services
13.7K
New
$12.14 - $15.77 $166K - $216K
13.7K $215K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
5.3K
New
$30.96 - $40.6 $164K - $215K
5.3K $214K
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
7.88K
New
$23.94 - $30.54 $189K - $241K
7.88K $214K
IDA
Idacorp Inc

Utilities
1.85K
New
$111.01 - $119.72 $205K - $221K
1.85K $213K
PHYS
Sprott Physical Gold Trust

Financial Services
8.34K
New
$22.82 - $26.29 $190K - $219K
8.34K $211K
SPSC
Sps Commerce Inc

Technology
1.54K
New
$121.61 - $152.67 $188K - $236K
1.54K $210K
WDFC
Wd 40 CO

Basic Materials
915
New
$217.49 - $248.93 $199K - $228K
915 $208K
INCY
Incyte Corp

Healthcare
3.03K
New
$55.17 - $71.22 $167K - $216K
3.03K $206K
IEX
Idex Corp

Industrials
1.17K
New
$160.66 - $191.29 $188K - $224K
1.17K $205K
ESAB
Esab Corp

Industrials
1.69K
New
$104.48 - $130.25 $176K - $220K
1.69K $203K
KBE
Spdr S&P Bank ETF

ETFs
3.64K
New
$45.85 - $55.78 $167K - $203K
3.64K $203K
AM
Antero Midstream Corp

Energy
10.7K
New
$15.88 - $18.99 $170K - $203K
10.7K $202K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
14.6K
New
$11.53 - $13.87 $168K - $203K
14.6K $202K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
12.9K
New
$13.71 - $15.46 $177K - $199K
12.9K $199K
RDY
Dr Reddys Laboratories LTD

Healthcare
12.1K
New
$12.36 - $16.17 $149K - $195K
12.1K $181K
IHD
Voya Emerging Markets High Dividend Equity Fund

Financial Services
26.4K
New
$4.62 - $5.95 $122K - $157K
26.4K $156K
MDXG
Mimedx Group, Inc.

Healthcare
25.5K
New
$5.88 - $7.69 $150K - $196K
25.5K $155K
ROLL
Rbc Bearings Inc

Industrials
615
New
N/A
615 $151K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
19.3K
New
$5.0 - $7.65 $96.7K - $148K
19.3K $134K
NMR
Nomura Holdings Inc

Financial Services
16K
New
$4.95 - $6.6 $79.2K - $106K
16K $105K
UMC
United Microelectronics Corp

Technology
13.5K
New
$6.12 - $8.32 $82.4K - $112K
13.5K $103K
BIGZ
Black Rock Innovation & Growth Trust
13.8K
New
N/A
13.8K $90K
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
11K
New
$5.61 - $6.49 $61.7K - $71.3K
11K $66K
ALIT
Alight, Inc.

Technology
10.9K
New
$4.69 - $5.89 $51.1K - $64.1K
10.9K $61K
NWL
Newell Brands Inc.

Consumer Defensive
10.2K
New
$4.48 - $6.27 $45.7K - $64K
10.2K $55K
WOOF
Petco Health & Wellness Company, Inc.

Consumer Cyclical
11.6K
New
N/A
11.6K $39K
Acuren Corp
15.1K
New
N/A
15.1K $0
Vanguard Wellington Fd
4.2K
New
N/A
4.2K $0
Vestis Corporation
11.4K
New
N/A
11.4K $0
Ferguson Enterprises Inc
1.05K
New
N/A
1.05K $0
Fidelity Wise Origin Bitcoin
2.76K
New
N/A
2.76K $0
CRDA
Crawford & CO Class A

ETFs
101K
New
N/A
101K $0
Advisors Inner Circle Fd Iii
129K
New
N/A
129K $0
Maplebear Inc
10.2K
New
N/A
10.2K $0
Millrose Pptys Inc
10.4K
New
N/A
10.4K $0
Pennymac Corp
1.48M
New
N/A
1.48M $0
Rb Global Inc
2.25K
New
N/A
2.25K $0
Lineage Inc
16.7K
New
N/A
16.7K $0
Global X Fds
6.26K
New
N/A
6.26K $0
Redfin Corp
1.26M
New
N/A
1.26M $0
Aegon LTD
10.6K
New
N/A
10.6K $0
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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