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
LHX
L3 Harris Technologies, Inc.

Industrials
-444
- 4.47%
$200.21 - $256.99 $88.9K - $114K
9.48K $2.38M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-2.26K
- 3.4%
$73.7 - $90.98 $167K - $206K
64.3K $5.85M
PM
Philip Morris International Inc.

Consumer Defensive
-10.1K
- 10.99%
$149.23 - $184.95 $1.51M - $1.87M
81.9K $14.9M
ACWI
Ishares Msci Acwi ETF

ETFs
-5.2K
- 6.47%
$103.59 - $128.6 $539K - $669K
75.2K $9.67M
IDXX
Idexx Laboratories Inc

Healthcare
-202
- 5.28%
$361.04 - $536.34 $72.9K - $108K
3.62K $1.94M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-1.6K
- 6.42%
$113.67 - $150.4 $182K - $241K
23.3K $3.51M
MPC
Marathon Petroleum Corp

Energy
-998
- 3.85%
$118.55 - $170.08 $118K - $170K
24.9K $4.14M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-8.99K
- 2.68%
$22.92 - $28.05 $206K - $252K
326K $9.14M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-177
- 0.59%
$108.06 - $135.3 $19.1K - $23.9K
29.8K $4.04M
HWM
Howmet Aerospace Inc.

Industrials
-204
- 2.67%
$112.33 - $186.13 $22.9K - $38K
7.45K $1.39M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-648
- 1.27%
$149.76 - $186.42 $97K - $121K
50.5K $9.41M
VBK
Vanguard Small Cap Growth ETF

ETFs
-1.1K
- 3.66%
$219.76 - $276.94 $241K - $304K
28.9K $8M
MU
Micron Technology Inc

Technology
-4.59K
- 16.08%
$64.72 - $127.91 $297K - $587K
24K $2.95M
VEA
Vanguard Ftse Developed Market

ETFs
-16.8K
- 7.24%
$45.65 - $57.01 $769K - $960K
216K $12.3M
VONG
Vanguard Russell 1000 Growth E

ETFs
-20.9K
- 12.39%
$82.51 - $109.2 $1.72M - $2.28M
148K $16.1M
VST
Vistra Corp.

Utilities
-62
- 0.76%
$98.07 - $195.04 $6.08K - $12.1K
8.09K $1.57M
IWM
Ishares Russell 2000 ETF

ETFs
-230
- 0.53%
$174.82 - $215.79 $40.2K - $49.6K
43.1K $9.29M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-10K
- 4.81%
$72.96 - $90.39 $732K - $907K
199K $17.7M
VT
Vanguard Total World Stk Index

ETFs
-4.54K
- 4.34%
$103.16 - $128.52 $468K - $583K
100K $12.9M
JCI
Johnson Controls International PLC

Industrials
-1.31K
- 3.85%
$71.14 - $105.62 $93.4K - $139K
32.8K $3.47M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-5.05K
- 2.52%
$152.93 - $181.74 $772K - $917K
195K $35.4M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1.5K
- 3.63%
$272.36 - $339.57 $407K - $508K
39.7K $13.5M
VOT
Vanguard Mid Cap Growth Index

ETFs
-84
- 0.37%
$216.28 - $284.39 $18.2K - $23.9K
22.5K $6.4M
C
Citigroup Inc

Financial Services
-1.21K
- 1.68%
$58.13 - $85.12 $70.2K - $103K
70.6K $6.01M
BAC
Bank Of America Corp

Financial Services
-20.7K
- 5.84%
$34.39 - $47.46 $711K - $981K
333K $15.8M
ISRG
Intuitive Surgical Inc

Healthcare
-133
- 0.53%
$451.58 - $565.94 $60.1K - $75.3K
25K $13.6M
RTX
Raytheon Technologies Corp

Industrials
-7.08K
- 4.33%
$113.75 - $148.48 $805K - $1.05M
156K $22.8M
CAT
Caterpillar Inc

Industrials
-2.67K
- 6.06%
$273.94 - $388.21 $733K - $1.04M
41.4K $16.1M
APH
Amphenol Corp

Technology
-7.57K
- 10.93%
$59.09 - $98.75 $447K - $747K
61.7K $6.09M
AMD
Advanced Micro Devices Inc

Technology
-4.59K
- 8.13%
$78.21 - $143.81 $359K - $660K
51.9K $7.36M
UBER
Uber Technologies, Inc

Technology
-19.6K
- 11.74%
$64.62 - $93.3 $1.27M - $1.83M
148K $13.8M
IBM
International Business Machines Corp

Technology
-5.55K
- 7.18%
$221.03 - $294.78 $1.23M - $1.64M
71.8K $21.2M
INTU
Intuit Inc

Technology
-268
- 2.15%
$544.07 - $787.63 $146K - $211K
12.2K $9.59M
AXP
American Express CO

Financial Services
-3.5K
- 5.51%
$231.39 - $318.98 $809K - $1.12M
60K $19.1M
IGM
Ishares Expanded Tech Sector E

ETFs
-9.15K
- 6.35%
$79.8 - $112.34 $730K - $1.03M
135K $15.2M
CSCO
Cisco Systems, Inc.

Technology
-12.2K
- 3.14%
$53.19 - $69.38 $647K - $843K
375K $26M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-7.95K
- 9.14%
$416.06 - $551.64 $3.31M - $4.38M
79.1K $43.6M
GOOG
Alphabet Inc.

Communication Services
-24K
- 6.93%
$146.58 - $180.01 $3.52M - $4.32M
322K $57.2M
TSLA
Tesla, Inc.

Consumer Cyclical
-7.1K
- 7.73%
$221.86 - $362.89 $1.58M - $2.58M
84.8K $26.9M
JPM
Jpmorgan Chase & CO

Financial Services
-22K
- 10.03%
$210.28 - $289.91 $4.62M - $6.37M
197K $57.2M
WMT
Walmart Inc.

Consumer Defensive
-3.56K
- 0.92%
$81.79 - $99.98 $291K - $356K
384K $37.5M
VUG
Vanguard Growth ETF

ETFs
-2.1K
- 2.86%
$329.49 - $438.4 $692K - $921K
71.5K $31.3M
AVEM
American Centy ETF Tr Avantis

ETFs
-70.9K
- 6.51%
$53.08 - $68.54 $3.76M - $4.86M
1.02M $69.8M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-125
- 0.17%
$273.67 - $366.17 $34.2K - $45.8K
75.4K $27.6M
VEU
Vanguard Ftse All World Ex Us

ETFs
-30.6K
- 3.14%
$54.19 - $67.22 $1.66M - $2.06M
943K $63.4M
NFLX
Netflix Inc

Communication Services
-1.7K
- 9.74%
$855.86 - $1339.13 $1.46M - $2.28M
15.8K $21.1M
GOOGL
Alphabet Inc.

Communication Services
-18.3K
- 4.74%
$144.7 - $178.6 $2.65M - $3.27M
368K $64.9M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-84.7K
- 2.75%
$19.6 - $24.44 $1.66M - $2.07M
3M $73.3M
AMZN
Amazon Com Inc

Consumer Cyclical
-44.2K
- 7.89%
$167.32 - $223.3 $7.4M - $9.87M
516K $113M
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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