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
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
1.72K
New
$114.67 - $124.98 $198K - $215K
1.72K $208K
JHG
Janus Henderson Group PLC

Financial Services
4.65K
New
$39.46 - $45.37 $184K - $211K
4.65K $207K
HFRO
Highland Income Fund\Ma

Financial Services
32.6K
New
$5.03 - $6.83 $164K - $222K
32.6K $206K
URBN
Urban Outfitters Inc

Consumer Cyclical
2.89K
New
$66.84 - $79.79 $193K - $231K
2.89K $206K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
1.46K
New
$134.42 - $141.26 $196K - $206K
1.46K $205K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
4K
New
$50.82 - $51.09 $203K - $204K
4K $204K
CDAY
Ceridian Hcm Holding Inc.

Technology
3.16K
New
N/A
3.16K $204K
PEGA
Pegasystems Inc

Technology
3.55K
New
$49.75 - $60.39 $177K - $214K
3.55K $204K
R
Ryder System Inc

Industrials
1.09K
New
$168.66 - $189.57 $183K - $206K
1.09K $204K
SNSR
Global X Fds Internet Of Thing

ETFs
5.22K
New
$36.13 - $39.89 $188K - $208K
5.22K $203K
SOUN
Soundhound Ai, Inc.

Technology
12.6K
New
$10.11 - $18.05 $128K - $228K
12.6K $203K
CHT
Chunghwa Telecom CO LTD

Communication Services
4.67K
New
$43.4 - $46.95 $203K - $219K
4.67K $203K
FHB
First Hawaiian, Inc.

Financial Services
8.17K
New
$23.66 - $26.43 $193K - $216K
8.17K $202K
IXJ
Ishares Global Healthcare ETF

ETFs
2.29K
New
$82.73 - $89.14 $189K - $204K
2.29K $202K
EWL
Ishares Inc Msci Switzerlnd

ETFs
3.65K
New
$52.43 - $56.33 $191K - $206K
3.65K $201K
CACI
Caci International Inc

Technology
471
New
N/A
471 $201K
HYG
Ishares Tr

ETFs
2.47K
New
$79.85 - $81.32 $197K - $201K
2.47K $200K
COLD
Americold Realty Trust

Real Estate
15.2K
New
$12.14 - $16.98 $185K - $258K
15.2K $186K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
13.6K
New
$12.09 - $12.69 $164K - $172K
13.6K $169K
CRDF
Cardiff Oncology, Inc.

Healthcare
71.9K
New
$1.96 - $4.51 $141K - $324K
71.9K $145K
ABCL
Ab Cellera Biologics Inc.

Healthcare
29K
New
$3.49 - $5.15 $101K - $149K
29K $145K
PATH
Ui Path, Inc.

Technology
10.6K
New
$10.44 - $13.38 $111K - $142K
10.6K $141K
RES
Rpc Inc

Energy
29K
New
$4.38 - $5.39 $127K - $156K
29K $137K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
12.2K
New
$9.11 - $10.03 $111K - $123K
12.2K $111K
HUN
Huntsman Corp

Basic Materials
10.4K
New
$8.87 - $12.07 $91.8K - $125K
10.4K $92K
MRCC
Monroe Capital Corp

Financial Services
11.2K
New
$6.2 - $7.69 $69.5K - $86.1K
11.2K $77K
IMUX
Immunic, Inc.

Healthcare
91.5K
New
$0.7 - $1.08 $64K - $98.8K
91.5K $77K
BVS
Bioventus Inc.

Healthcare
10.8K
New
$6.14 - $7.64 $66.5K - $82.8K
10.8K $72K
ONL
Orion Office Reit Inc.

Real Estate
19K
New
$2.27 - $3.04 $43.2K - $57.8K
19K $51K
FUBO
Fubo Tv Inc.

Communication Services
11.8K
New
$3.31 - $4.56 $39K - $53.8K
11.8K $48K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
19.3K
New
$1.7 - $3.97 $32.8K - $76.6K
19.3K $41K
ABSI
Absci Corp

Healthcare
10.1K
New
$2.34 - $3.63 $23.6K - $36.6K
10.1K $30K
SENS
Senseonics Holdings, Inc.

Healthcare
11.8K
New
$0.43 - $0.58 $5.06K - $6.83K
11.8K $5K
FEMY
Femasys Inc

Healthcare
13.4K
New
$0.34 - $0.97 $4.55K - $13K
13.4K $4K
Summit Hotel Pptys
1.19M
New
N/A
1.19M $0
Slide Ins Hldgs Inc
60.5K
New
N/A
60.5K $0
Brookfield Renewable Corp
14.1K
New
N/A
14.1K $0
Alterity Therapeutics LTD
58.5K
New
N/A
58.5K $0
Ea Series Trust
35.7K
New
N/A
35.7K $0
Cooper Cos Inc
3.48K
New
N/A
3.48K $0
Healthcare Rlty Tr
11.1K
New
N/A
11.1K $0
Goldman Sachs ETF Tr
5.2K
New
N/A
5.2K $0
Fidelity Covington Trust
5.23K
New
N/A
5.23K $0
Viking Holdings LTD
3.52K
New
N/A
3.52K $0
Viper Energy Inc
6.03K
New
N/A
6.03K $0
Vsee Health Inc
603K
New
N/A
603K $0
Coherent Corp
2.1K
New
N/A
2.1K $0
Sandisk Corp
3.1K
New
N/A
3.1K $0
Smurfit Westrock PLC
9.42K
New
N/A
9.42K $0
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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