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
NFG
National Fuel Gas CO

Energy
3.77K
New
$82.19 - $93.72 $310K - $354K
3.77K $348K
THC
Tenet Healthcare Corp

Healthcare
1.69K
New
$148.38 - $203.04 $250K - $342K
1.69K $342K
MHK
Mohawk Industries Inc

Consumer Cyclical
2.63K
New
$107.23 - $139.75 $282K - $368K
2.63K $339K
NTRA
Natera, Inc.

Healthcare
2.1K
New
$133.66 - $181.11 $281K - $380K
2.1K $338K
CHWY
Chewy, Inc.

Consumer Cyclical
8.31K
New
$34.27 - $42.33 $285K - $352K
8.31K $336K
GLDM
World Gold Trust

ETFs
4.38K
New
$64.73 - $76.45 $284K - $335K
4.38K $335K
OGE
Oge Energy Corp.

Utilities
7.11K
New
$43.46 - $46.27 $309K - $329K
7.11K $328K
VAW
Vanguard Materials ETF

ETFs
1.56K
New
$193.21 - $210.15 $301K - $327K
1.56K $319K
AWI
Armstrong World Industries Inc

Industrials
1.62K
New
$163.99 - $199.13 $266K - $323K
1.62K $317K
PFGC
Performance Food Group CO

Consumer Defensive
3.21K
New
$88.19 - $102.08 $283K - $328K
3.21K $315K
BHP
Bhp Group LTD

Basic Materials
5.64K
New
$48.67 - $56.22 $274K - $317K
5.64K $314K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3.91K
New
$75.26 - $80.19 $294K - $313K
3.91K $311K
LRN
Stride, Inc.

Consumer Defensive
2.08K
New
$128.23 - $169.81 $266K - $353K
2.08K $309K
CYBR
Cyber Ark Software Ltd.

Technology
634
New
$374.8 - $491.1 $238K - $311K
634 $306K
BE
Bloom Energy Corp

Industrials
3.56K
New
$22.13 - $86.27 $78.7K - $307K
3.56K $300K
CADL
Candel Therapeutics, Inc.

Healthcare
58.3K
New
$4.79 - $7.0 $279K - $408K
58.3K $299K
PB
Prosperity Bancshares Inc

Financial Services
4.51K
New
$65.12 - $74.71 $293K - $337K
4.51K $298K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
8.79K
New
$29.52 - $34.78 $259K - $306K
8.79K $297K
UHS
Universal Health Services Inc

Healthcare
1.45K
New
$154.95 - $204.44 $225K - $297K
1.45K $297K
OKTA
Okta, Inc.

Technology
3.23K
New
$88.51 - $101.1 $286K - $327K
3.23K $296K
IX
Orix Corp

Financial Services
11.3K
New
$22.28 - $27.06 $251K - $305K
11.3K $294K
TRS
Trimas Corp

Consumer Cyclical
7.61K
New
$29.05 - $40.02 $221K - $305K
7.61K $294K
PIPR
Piper Sandler Companies

Financial Services
843
New
$284.8 - $369.4 $240K - $311K
843 $292K
MDB
Mongo Db, Inc.

Technology
942
New
$201.0 - $334.87 $189K - $315K
942 $292K
ASA
Asa Gold & Precious Metals LTD

Financial Services
6.44K
New
$30.95 - $45.64 $199K - $294K
6.44K $289K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
6.1K
New
$45.6 - $46.92 $278K - $286K
6.1K $284K
ESLT
Elbit Systems LTD

Industrials
553
New
$429.99 - $509.8 $238K - $282K
553 $281K
SE
Sea LTD

Consumer Cyclical
1.58K
New
$146.23 - $196.5 $230K - $309K
1.58K $281K
GHC
Graham Holdings CO

Consumer Defensive
237
New
$882.65 - $1184.8 $209K - $281K
237 $279K
PKI
Perkinelmer Inc

Healthcare
2.3K
New
N/A
2.3K $278K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
6.07K
New
$44.22 - $45.74 $269K - $278K
6.07K $276K
AGO
Assured Guaranty LTD

Financial Services
3.24K
New
$80.41 - $86.64 $261K - $281K
3.24K $274K
THG
Hanover Insurance Group, Inc.

Financial Services
1.51K
New
$162.08 - $182.1 $244K - $274K
1.51K $273K
MTD
Mettler Toledo International Inc

Healthcare
221
New
$1166.48 - $1324.06 $258K - $293K
221 $271K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
2.06K
New
$105.93 - $131.8 $218K - $271K
2.06K $271K
AIZ
Assurant, Inc.

Financial Services
1.22K
New
$184.56 - $218.69 $226K - $268K
1.22K $265K
CHCO
City Holding CO

Financial Services
2.13K
New
$118.89 - $133.58 $253K - $284K
2.13K $263K
DCI
Donaldson CO Inc

Industrials
3.2K
New
$69.82 - $82.14 $223K - $263K
3.2K $261K
NYT
New York Times CO

Communication Services
4.55K
New
$51.43 - $61.95 $234K - $282K
4.55K $260K
KIM
Kimco Realty Corp

Real Estate
11.8K
New
$20.74 - $22.79 $245K - $269K
11.8K $257K
HAS
Hasbro, Inc.

Consumer Cyclical
3.37K
New
$73.92 - $81.85 $249K - $276K
3.37K $255K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
4.12K
New
$57.15 - $62.12 $235K - $256K
4.12K $255K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.59K
New
$52.12 - $55.33 $239K - $254K
4.59K $254K
RRC
Range Resources Corp

Energy
6.73K
New
$32.79 - $39.33 $221K - $264K
6.73K $253K
MTCH
Match Group, Inc.

Communication Services
7.17K
New
$31.83 - $38.77 $228K - $278K
7.17K $253K
TD
Toronto Dominion Bank

Financial Services
3.16K
New
$72.55 - $79.95 $229K - $252K
3.16K $252K
PNW
Pinnacle West Capital Corp

Utilities
2.81K
New
$85.87 - $94.45 $241K - $265K
2.81K $251K
MTG
Mgic Investment Corp

Financial Services
8.87K
New
$25.06 - $28.92 $222K - $257K
8.87K $251K
ARGX
Argenx Se

Healthcare
338
New
$538.64 - $768.0 $182K - $260K
338 $249K
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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