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
HQY
Healthequity, Inc.

Healthcare
-404
- 12.44%
$76.77 - $113.06 $31K - $45.7K
2.84K $297K
SOXX
Ishares Semiconductor ETF

ETFs
-533
- 19.6%
$154.86 - $239.07 $82.5K - $127K
2.19K $522K
IGF
Ishares Global Infrastructure

ETFs
-661
- 6.06%
$50.55 - $59.83 $33.4K - $39.5K
10.3K $607K
GNW
Genworth Financial Inc

Financial Services
-75
- 0.41%
$6.12 - $7.89 $459 - $592
18.3K $142K
VNO
Vornado Realty Trust

Real Estate
-58
- 0.5%
$31.74 - $41.27 $1.84K - $2.39K
11.6K $444K
CRM
Salesforce, Inc.

Technology
-520
- 1.46%
$236.26 - $291.15 $123K - $151K
35.2K $9.59M
DOV
Dover Corp

Industrials
-299
- 3.34%
$151.14 - $186.7 $45.2K - $55.8K
8.65K $1.59M
DTM
Dt Midstream, Inc.

Energy
-354
- 8.86%
$87.23 - $109.91 $30.9K - $38.9K
3.64K $400K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-140
- 3.01%
$58.13 - $69.92 $8.14K - $9.79K
4.5K $314K
PNFP
Pinnacle Financial Partners Inc

Financial Services
-50
- 1.06%
$87.19 - $111.51 $4.36K - $5.58K
4.68K $517K
SCCO
Southern Copper Corp

Basic Materials
-14
- 0.59%
$75.63 - $104.64 $1.06K - $1.46K
2.36K $239K
DFAT
Dimensional ETF Tr U S Target

ETFs
-187
- 1.74%
$44.8 - $53.97 $8.38K - $10.1K
10.5K $569K
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
-2.76K
- 11.21%
$2.6 - $4.33 $7.16K - $11.9K
21.8K $93K
MORN
Morningstar, Inc.

Financial Services
-63
- 2.31%
$255.31 - $313.93 $16.1K - $19.8K
2.67K $838K
NBIX
Neurocrine Biosciences Inc

Healthcare
-125
- 5.37%
$87.54 - $128.18 $10.9K - $16K
2.2K $277K
SNX
Td Synnex Corp

Technology
-501
- 17.89%
$95.81 - $137.79 $48K - $69K
2.3K $311K
PAVE
Global X Fds Us Infrastructure

ETFs
-351
- 5.89%
$33.78 - $43.68 $11.9K - $15.3K
5.6K $244K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-18
- 0.45%
$81.84 - $93.53 $1.47K - $1.68K
4K $370K
WMB
Williams Companies, Inc.

Energy
-2.86K
- 4.31%
$54.33 - $62.87 $155K - $180K
63.5K $3.99M
EA
Electronic Arts Inc.

Communication Services
-364
- 6.67%
$132.53 - $159.7 $48.2K - $58.1K
5.09K $813K
XT
Ishares Tr Exponential Technol

ETFs
-500
- 6.64%
$49.86 - $65.25 $24.9K - $32.6K
7.03K $458K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-55
- 1.85%
$144.63 - $179.53 $7.95K - $9.87K
2.91K $479K
AVES
American Centy ETF Tr Avantis

ETFs
-698
- 6.86%
$42.02 - $53.63 $29.3K - $37.4K
9.48K $507K
BMO
Bank Of Montreal

Financial Services
-371
- 8.19%
$87.54 - $110.63 $32.5K - $41K
4.16K $459K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
-15
- 0.97%
$153.22 - $199.8 $2.3K - $3K
1.54K $287K
BCS
Barclays PLC

Financial Services
-2.2K
- 10.12%
$12.69 - $18.61 $28K - $41K
19.6K $363K
IFRA
Ishares Tr

ETFs
-91
- 1.11%
$40.97 - $49.19 $3.73K - $4.48K
8.11K $399K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-3.61K
- 10.66%
$65.04 - $82.18 $235K - $296K
30.2K $2.49M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
-3.4K
- 4.27%
$19.16 - $23.81 $65.1K - $80.9K
76.2K $1.81M
HII
Huntington Ingalls Industries, Inc.

Industrials
-25
- 2.35%
$183.31 - $241.46 $4.58K - $6.04K
1.04K $250K
SPGI
S&P Global Inc.

Financial Services
-656
- 3.32%
$438.31 - $527.29 $288K - $346K
19.1K $10.1M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
-210
- 1.5%
$23.87 - $29.82 $5.01K - $6.26K
13.8K $411K
XLK
Technology Sector Spdr

ETFs
-4.77K
- 17.94%
$179.73 - $253.23 $858K - $1.21M
21.8K $5.53M
CVS
Cvs Health Corp

Healthcare
-17
- 0.05%
$60.04 - $70.18 $1.02K - $1.19K
32.9K $2.27M
SRE
Sempra Energy

Utilities
-361
- 2.33%
$63.78 - $78.91 $23K - $28.5K
15.1K $1.15M
EME
Emcor Group, Inc.

Industrials
-809
- 28.16%
$342.02 - $534.89 $277K - $433K
2.06K $1.1M
DKNG
Draft Kings Inc.

Consumer Cyclical
-1.29K
- 12.6%
$31.67 - $42.89 $40.8K - $55.2K
8.94K $383K
MRC
Mrc Global Inc.

Energy
-60
- 0.29%
$9.46 - $14.89 $568 - $893
20.3K $278K
AVSE
American Centy ETF Tr Avantis

ETFs
-33
- 0.49%
$45.56 - $58.63 $1.5K - $1.93K
6.69K $392K
WWD
Woodward, Inc.

Industrials
-85
- 7.71%
$157.29 - $247.55 $13.4K - $21K
1.02K $249K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-282
- 9.59%
$139.8 - $197.22 $39.4K - $55.6K
2.66K $524K
FHN
First Horizon Corp

Financial Services
-1.01K
- 2.5%
$16.21 - $21.2 $16.3K - $21.4K
39.3K $832K
DRI
Darden Restaurants Inc

Consumer Cyclical
-2
- 0.04%
$186.58 - $225.78 $373 - $452
5.03K $1.1M
RF
Regions Financial Corp

Financial Services
-5.35K
- 5.43%
$18.34 - $23.52 $98K - $126K
93.1K $2.19M
TTWO
Take Two Interactive Software Inc

Communication Services
-761
- 11.43%
$194.58 - $243.05 $148K - $185K
5.9K $1.43M
DXCM
Dexcom Inc

Healthcare
-832
- 12.4%
$59.83 - $87.57 $49.8K - $72.9K
5.88K $513K
CG
Carlyle Group Inc.

Financial Services
-759
- 6.31%
$34.78 - $51.4 $26.4K - $39K
11.3K $579K
DINO
Hf Sinclair Corp

Energy
-871
- 7.6%
$25.91 - $41.85 $22.6K - $36.5K
10.6K $434K
RPRX
Royalty Pharma PLC

Healthcare
-65
- 0.52%
$30.85 - $36.14 $2.01K - $2.35K
12.5K $451K
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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