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
GOSS
Gossamer Bio, Inc.

Healthcare
94.7K
New
$1.21 - $3.46 $115K - $328K
94.7K $249K
ALK
Alaska Air Group, Inc.

Industrials
5K
New
$49.73 - $63.86 $249K - $319K
5K $248K
FN
Fabrinet

Technology
677
New
$277.04 - $389.47 $188K - $264K
677 $246K
ADT
Adt Inc.

Industrials
28.1K
New
$8.27 - $8.85 $232K - $248K
28.1K $244K
OHI
Omega Healthcare Investors Inc

Real Estate
5.79K
New
$36.29 - $43.34 $210K - $251K
5.79K $244K
AIT
Applied Industrial Technologies Inc

Industrials
932
New
$242.14 - $275.72 $226K - $257K
932 $243K
OSIS
Osi Systems Inc

Technology
962
New
$208.12 - $249.24 $200K - $240K
962 $239K
TFX
Teleflex Inc

Healthcare
1.96K
New
$109.79 - $132.5 $215K - $260K
1.96K $239K
HLI
Houlihan Lokey, Inc.

Financial Services
1.17K
New
$181.55 - $209.19 $212K - $244K
1.17K $239K
NNN
National Retail Properties, Inc.

Real Estate
5.56K
New
$40.68 - $44.1 $226K - $245K
5.56K $236K
GRAB
Grab Holdings LTD

Technology
39K
New
$4.77 - $6.45 $186K - $251K
39K $234K
BKH
Black Hills Corp

Utilities
3.8K
New
$55.87 - $61.62 $212K - $234K
3.8K $234K
SOFI
So Fi Technologies, Inc.

Financial Services
8.87K
New
$17.64 - $29.81 $157K - $265K
8.87K $234K
HALO
Halozyme Therapeutics, Inc.

Healthcare
3.17K
New
$52.92 - $78.28 $168K - $248K
3.17K $232K
CRDO
Credo Technology Group Holding LTD

Technology
1.6K
New
$87.59 - $172.31 $140K - $276K
1.6K $232K
ALE
Allete Inc

Utilities
3.5K
New
$62.45 - $66.45 $218K - $232K
3.5K $232K
PPC
Pilgrims Pride Corp

Consumer Defensive
5.65K
New
$40.22 - $50.41 $227K - $285K
5.65K $230K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.86K
New
$74.93 - $80.73 $214K - $231K
2.86K $230K
AFG
American Financial Group Inc

Financial Services
1.58K
New
$122.42 - $145.72 $194K - $231K
1.58K $230K
VTHR
Vanguard Russell 3000 ETF

ETFs
778
New
$272.54 - $295.85 $212K - $230K
778 $228K
AN
Autonation, Inc.

Consumer Cyclical
1.04K
New
$189.27 - $227.18 $197K - $237K
1.04K $228K
MGY
Magnolia Oil & Gas Corp

Energy
9.51K
New
$22.5 - $25.26 $214K - $240K
9.51K $227K
GNRC
Generac Holdings Inc.

Industrials
1.36K
New
$146.61 - $202.85 $199K - $275K
1.36K $227K
HTGC
Hercules Capital, Inc.

Financial Services
11.9K
New
$18.34 - $19.53 $219K - $233K
11.9K $225K
PINC
Premier, Inc.

Healthcare
8.07K
New
$20.88 - $28.25 $169K - $228K
8.07K $224K
TDS
Telephone & Data Systems Inc

Communication Services
5.69K
New
$35.43 - $40.72 $202K - $232K
5.69K $223K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
2.22K
New
$83.08 - $100.2 $185K - $223K
2.22K $222K
PBA
Pembina Pipeline Corp

Energy
5.44K
New
$35.5 - $40.58 $193K - $221K
5.44K $220K
NTNX
Nutanix, Inc.

Technology
2.95K
New
$66.06 - $81.12 $195K - $239K
2.95K $219K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
4.05K
New
$52.62 - $61.93 $213K - $251K
4.05K $219K
ELAN
Elanco Animal Health Inc

Healthcare
10.8K
New
$13.68 - $20.14 $148K - $218K
10.8K $218K
DUOL
Duolingo, Inc.

Technology
679
New
$271.18 - $403.06 $184K - $274K
679 $218K
AOS
Smith A O Corp

Industrials
2.97K
New
$67.24 - $74.3 $200K - $221K
2.97K $218K
NTR
Nutrien Ltd.

Basic Materials
3.7K
New
$55.69 - $62.11 $206K - $230K
3.7K $217K
MGMT
Unified Ser Tr Ballast Small/M

ETFs
4.93K
New
$39.9 - $44.74 $197K - $221K
4.93K $217K
TGTX
Tg Therapeutics, Inc.

Healthcare
5.98K
New
$26.39 - $39.19 $158K - $234K
5.98K $216K
HGLB
Highland Global Allocation Fund

N/A
24K
New
$8.15 - $9.04 $196K - $217K
24K $215K
BSCU
Invesco Exc Self Ind Tr

ETFs
12.8K
New
$16.67 - $17.03 $213K - $217K
12.8K $215K
GPS
Gap Inc

Consumer Cyclical
10.7K
New
N/A
10.7K $215K
ESE
Esco Technologies Inc

Technology
1.02K
New
$185.22 - $217.75 $189K - $222K
1.02K $215K
BITQ
Exchange Traded Concepts Tr Bi

ETFs
8.5K
New
$18.9 - $25.14 $161K - $214K
8.5K $213K
CRUS
Cirrus Logic, Inc.

Technology
1.7K
New
$97.25 - $127.45 $166K - $217K
1.7K $213K
LSCC
Lattice Semiconductor Corp

Technology
2.9K
New
$48.73 - $74.71 $141K - $217K
2.9K $212K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.11K
New
$100.37 - $100.74 $212K - $213K
2.11K $212K
KRC
Kilroy Realty Corp

Real Estate
5.01K
New
$34.55 - $44.44 $173K - $223K
5.01K $211K
WTM
White Mountains Insurance Group LTD

Financial Services
126
New
$1671.52 - $1869.81 $211K - $236K
126 $210K
SPMD
Spdr Portfolio

ETFs
3.66K
New
$54.43 - $58.29 $199K - $213K
3.66K $209K
VMI
Valmont Industries Inc

Industrials
540
New
$328.58 - $387.73 $177K - $209K
540 $209K
ARMK
Aramark

Industrials
5.46K
New
$37.46 - $44.15 $204K - $241K
5.46K $209K
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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