Hb Wealth Management, LLC Reduced Holdings in Q3 2025

Hb Wealth Management, LLC

  • $14.5 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-787K
- 54.0%
$100.16 - $100.7 $78.8M - $79.2M
670K $67.5M
AVUV
American Centy ETF Tr Avantis

ETFs
-231K
- 38.08%
$90.37 - $102.12 $20.8M - $23.5M
375K $37.3M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
-213K
- 19.12%
$47.02 - $47.71 $9.99M - $10.1M
899K $42.8M
HTRB
Hartford Fds Total Return Bd E

ETFs
-238K
- 13.35%
$33.47 - $34.58 $7.98M - $8.25M
1.55M $53.1M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-93.5K
- 3.37%
N/A
2.68M $84.5M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-1.9K
- 17.98%
$366.54 - $479.53 $698K - $913K
8.68K $3.4M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-30.8K
- 20.3%
$39.58 - $40.74 $1.22M - $1.25M
121K $4.9M
TDG
Trans Digm Group Inc

Industrials
-9
- 0.16%
$1271.04 - $1620.83 $11.4K - $14.6K
5.7K $7.51M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-11.3K
- 8.01%
$116.29 - $120.92 $1.31M - $1.36M
130K $15.5M
TGT
Target Corp

Consumer Defensive
-7.83K
- 15.23%
$86.56 - $107.43 $677K - $841K
43.6K $3.91M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-8.1K
- 17.91%
$38.58 - $58.24 $313K - $472K
37.1K $1.46M
MKC
Mccormick & CO Inc

Consumer Defensive
-183
- 0.16%
$64.3 - $77.17 $11.8K - $14.1K
112K $7.48M
SPGI
S&P Global Inc.

Financial Services
-40
- 0.21%
$484.94 - $564.15 $19.4K - $22.6K
19.1K $9.29M
AMCR
Amcor PLC

Consumer Cyclical
-64.2K
- 34.69%
$7.97 - $9.94 $512K - $638K
121K $988K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-8.22K
- 19.18%
$78.11 - $79.07 $642K - $650K
34.6K $2.73M
TECH
Bio Techne Corp

Healthcare
-15.5K
- 27.91%
$49.87 - $58.78 $771K - $909K
39.9K $2.22M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-12.3K
- 35.27%
$25.5 - $35.2 $313K - $432K
22.5K $574K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-7.04K
- 19.47%
$78.96 - $80.04 $556K - $563K
29.1K $2.33M
HRL
Hormel Foods Corp

Consumer Defensive
-14.8K
- 53.29%
$24.31 - $31.54 $359K - $465K
12.9K $319K
ALGN
Align Technology Inc

Healthcare
-660
- 9.96%
$124.88 - $207.19 $82.4K - $137K
5.97K $747K
PWR
Quanta Services, Inc.

Industrials
-3.77K
- 12.66%
$372.29 - $421.68 $1.4M - $1.59M
26K $10.8M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-9.39K
- 23.97%
$50.53 - $50.82 $475K - $477K
29.8K $1.51M
SYK
Stryker Corp

Healthcare
-250
- 1.7%
$368.57 - $403.53 $92.1K - $101K
14.4K $5.34M
KKR
Kkr & Co. Inc.

Financial Services
-1.73K
- 2.19%
$129.95 - $152.16 $225K - $263K
77.4K $10.1M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-10.3K
- 15.61%
$47.18 - $48.17 $487K - $497K
55.8K $2.68M
STZ
Constellation Brands, Inc.

Consumer Defensive
-634
- 4.76%
$131.78 - $176.09 $83.5K - $112K
12.7K $1.71M
FSLR
First Solar, Inc.

Technology
-3.82K
- 53.58%
$160.84 - $223.53 $614K - $854K
3.31K $729K
VTV
Vanguard Value ETF

ETFs
-5.6K
- 9.03%
$175.51 - $186.57 $983K - $1.04M
56.4K $10.5M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-4.61K
- 15.47%
$134.94 - $145.86 $623K - $673K
25.2K $3.67M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-17.3K
- 10.32%
$20.66 - $20.74 $356K - $358K
150K $3.1M
CTSH
Cognizant Technology Solutions Corp

Technology
-3.14K
- 23.99%
$66.67 - $80.98 $209K - $254K
9.95K $667K
MCO
Moodys Corp

Financial Services
-21
- 0.15%
$472.69 - $521.32 $9.93K - $10.9K
13.6K $6.49M
IT
Gartner Inc

Technology
-439
- 27.3%
$225.98 - $406.7 $99.2K - $179K
1.17K $307K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-7.56K
- 25.48%
$44.82 - $46.28 $339K - $350K
22.1K $1.02M
ALC
Alcon Inc

Healthcare
-2.51K
- 24.69%
$73.24 - $92.22 $184K - $232K
7.67K $571K
OKE
Oneok Inc

Energy
-530
- 1.61%
$71.36 - $83.47 $37.8K - $44.2K
32.5K $2.37M
KNSL
Kinsale Capital Group, Inc.

Financial Services
-160
- 3.75%
$415.15 - $489.89 $66.4K - $78.4K
4.11K $1.75M
FTNT
Fortinet, Inc.

Technology
-176
- 1.28%
$74.39 - $107.65 $13.1K - $18.9K
13.6K $1.14M
TTD
Trade Desk, Inc.

Technology
-986
- 8.77%
$43.93 - $89.76 $43.3K - $88.5K
10.3K $502K
TAP
Molson Coors Beverage CO

Consumer Defensive
-6.08K
- 55.6%
$44.09 - $52.81 $268K - $321K
4.85K $219K
HBAN
Huntington Bancshares Inc

Financial Services
-17.5K
- 22.69%
$15.87 - $17.88 $278K - $313K
59.7K $1.03M
KMB
Kimberly Clark Corp

Consumer Defensive
-1.4K
- 7.24%
$121.72 - $136.77 $170K - $191K
17.9K $2.23M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-90
- 0.64%
$196.15 - $217.83 $17.7K - $19.6K
14K $2.83M
HLN
Haleon PLC

Healthcare
-7.07K
- 5.25%
$8.72 - $10.35 $61.7K - $73.2K
128K $1.15M
GDDY
Go Daddy Inc.

Technology
-340
- 8.27%
$133.35 - $178.59 $45.3K - $60.7K
3.77K $516K
EMN
Eastman Chemical CO

Basic Materials
-2.25K
- 32.45%
$58.79 - $81.56 $132K - $184K
4.68K $295K
SNY
Sanofi

Healthcare
-3.95K
- 13.25%
$45.07 - $51.35 $178K - $203K
25.8K $1.22M
FDS
Factset Research Systems Inc

Financial Services
-168
- 16.36%
$283.86 - $450.3 $47.7K - $75.7K
859 $246K
FLO
Flowers Foods Inc

Consumer Defensive
-6.26K
- 13.91%
$12.68 - $16.76 $79.4K - $105K
38.7K $505K
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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