Hb Wealth Management, LLC Reduced Holdings in Q2 2025

Hb Wealth Management, LLC

  • $12.3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-2.01M
- 57.94%
$100.04 - $100.54 $201M - $202M
1.46M $147M
AAPL
Apple Inc.

Technology
-244K
- 16.07%
$172.42 - $223.89 $42.1M - $54.7M
1.28M $262M
ALB
Albemarle Corp

Basic Materials
-394K
- 92.5%
$50.76 - $72.25 $20M - $28.5M
32K $2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-283K
- 53.25%
$90.56 - $109.49 $25.7M - $31M
249K $27.2M
VIG
Vanguard Dividend Appreciation

ETFs
-134K
- 2.5%
N/A
5.22M $950M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-27.8K
- 17.06%
$483.48 - $539.8 $13.5M - $15M
135K $65.7M
UNH
Unitedhealth Group Inc

Healthcare
-15.8K
- 24.43%
$274.35 - $599.47 $4.34M - $9.49M
49K $15.3M
ACN
Accenture PLC

Technology
-51.8K
- 38.86%
$279.23 - $323.21 $14.5M - $16.8M
81.6K $24.4M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-655K
- 36.81%
$29.41 - $37.21 $19.3M - $24.4M
1.12M $41.9M
HD
Home Depot, Inc.

Consumer Cyclical
-42.2K
- 6.16%
$335.24 - $380.78 $14.1M - $16.1M
643K $236M
TROW
Price T Rowe Group Inc

Financial Services
-165K
- 15.79%
$80.27 - $98.06 $13.3M - $16.2M
882K $85.1M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-349K
- 11.17%
N/A
2.77M $87.4M
AVUV
American Centy ETF Tr Avantis

ETFs
-146K
- 19.47%
$75.17 - $91.21 $11M - $13.3M
605K $55.2M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-202K
- 57.18%
$39.34 - $40.41 $7.97M - $8.18M
152K $6.08M
DFAU
Dimensional ETF Tr

ETFs
-335K
- 19.7%
$34.04 - $42.36 $11.4M - $14.2M
1.37M $57.9M
AVDE
American Centy ETF Tr Avantis

ETFs
-312K
- 15.52%
$59.32 - $74.36 $18.5M - $23.2M
1.7M $126M
KO
Coca Cola CO

Consumer Defensive
-92.1K
- 16.05%
$68.37 - $73.9 $6.3M - $6.81M
482K $34.1M
CVX
Chevron Corp

Energy
-13.7K
- 7.75%
$133.73 - $168.51 $1.83M - $2.3M
163K $23.3M
JNJ
Johnson & Johnson

Healthcare
-16.9K
- 6.2%
$146.36 - $159.82 $2.48M - $2.71M
256K $39.1M
BRK-A
Berkshire Hathaway Inc

Financial Services
-5
- 14.71%
$725400.0 - $809350.0 $3.63M - $4.05M
29 $21.1M
HTRB
Hartford Fds Total Return Bd E

ETFs
-166K
- 8.48%
$33.14 - $34.12 $5.49M - $5.65M
1.79M $60.3M
ORCC
Owl Rock Capital Corp

Financial Services
-394K
- 34.8%
N/A
738K $9.88M
ABBV
Abb Vie Inc.

Healthcare
-10.6K
- 8.39%
$170.16 - $206.27 $1.81M - $2.19M
116K $21.6M
LLY
Eli Lilly & CO

Healthcare
-2.49K
- 4.51%
$713.71 - $898.95 $1.78M - $2.24M
52.8K $41.2M
GLD
Spdr Gold Trust

ETFs
-18.9K
- 25.12%
$273.71 - $316.29 $5.16M - $5.96M
56.2K $17.1M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-84.1K
- 5.52%
$24.32 - $27.87 $2.05M - $2.34M
1.44M $38.2M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-4.2K
- 14.93%
$390.26 - $489.06 $1.64M - $2.06M
24K $9.71M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-38.2K
- 21.36%
$107.61 - $119.09 $4.11M - $4.55M
141K $16.7M
GPC
Genuine Parts CO

Consumer Cyclical
-34.5K
- 43.66%
$105.54 - $129.09 $3.64M - $4.46M
44.6K $5.41M
TGT
Target Corp

Consumer Defensive
-35.2K
- 40.63%
$88.76 - $105.77 $3.12M - $3.72M
51.4K $5.07M
PEP
Pepsico Inc

Consumer Defensive
-11K
- 7.85%
$128.02 - $151.37 $1.4M - $1.66M
129K $17M
PG
Procter & Gamble CO

Consumer Defensive
-5.5K
- 2.06%
$157.66 - $172.39 $868K - $949K
262K $41.8M
AXSM
Axsome Therapeutics, Inc.

Healthcare
-30.1K
- 54.68%
$95.65 - $116.49 $2.88M - $3.51M
24.9K $2.6M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-21.4K
- 52.91%
$146.74 - $176.07 $3.15M - $3.78M
19.1K $3.1M
AFL
Aflac Inc

Financial Services
-28.2K
- 35.48%
$99.77 - $112.45 $2.81M - $3.17M
51.2K $5.4M
ICE
Intercontinental Exchange, Inc.

Financial Services
-23.1K
- 28.05%
$151.62 - $183.47 $3.51M - $4.25M
59.4K $10.9M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-19.3K
- 79.08%
$152.42 - $182.82 $2.94M - $3.53M
5.11K $933K
VGT
Vanguard Information Technolog

ETFs
-8.56K
- 41.0%
$470.37 - $663.28 $4.03M - $5.68M
12.3K $8.17M
V
Visa Inc.

Financial Services
-11.3K
- 5.85%
$308.27 - $373.31 $3.48M - $4.21M
182K $64.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-30.3K
- 20.64%
$96.84 - $99.46 $2.93M - $3.01M
116K $11.5M
MCD
Mcdonalds Corp

Consumer Cyclical
-4.11K
- 4.81%
$285.55 - $321.23 $1.17M - $1.32M
81.3K $23.8M
GPN
Global Payments Inc

Industrials
-25.3K
- 68.31%
$67.47 - $99.6 $1.71M - $2.52M
11.7K $939K
FNB
Fnb Corp

Financial Services
-195K
- 93.86%
$11.48 - $14.58 $2.23M - $2.84M
12.7K $185K
AMGN
Amgen Inc

Healthcare
-3.11K
- 5.86%
$262.28 - $309.85 $815K - $963K
49.9K $13.9M
ZTS
Zoetis Inc.

Healthcare
-14.6K
- 45.18%
$144.41 - $170.3 $2.11M - $2.48M
17.7K $2.76M
EFX
Equifax Inc

Industrials
-10.5K
- 55.5%
$205.5 - $280.54 $2.17M - $2.96M
8.46K $2.19M
GLW
Corning Inc

Technology
-54.8K
- 71.36%
$39.07 - $52.59 $2.14M - $2.88M
22K $1.16M
BMY
Bristol Myers Squibb CO

Healthcare
-21.9K
- 24.27%
$44.12 - $59.6 $964K - $1.3M
68.2K $3.16M
BDX
Becton Dickinson & CO

Healthcare
-4.47K
- 16.3%
$165.15 - $226.42 $739K - $1.01M
23K $3.96M
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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