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
KB
Kb Financial Group Inc.

Financial Services
-316
- 10.33%
$77.68 - $90.36 $24.5K - $28.6K
2.74K $227K
CELH
Celsius Holdings, Inc.

Consumer Defensive
-4.32K
- 21.37%
$42.74 - $62.88 $185K - $272K
15.9K $914K
COOP
Mr. Cooper Group Inc.

Financial Services
-724
- 34.38%
$143.29 - $220.9 $104K - $160K
1.38K $291K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-897
- 2.22%
N/A
39.5K $937K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
-642
- 10.56%
$47.63 - $50.52 $30.6K - $32.4K
5.44K $274K
JCI
Johnson Controls International PLC

Industrials
-1.45K
- 4.42%
$103.24 - $111.73 $150K - $162K
31.4K $3.45M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-95
- 4.21%
$122.0 - $138.74 $11.6K - $13.2K
2.16K $273K
UMC
United Microelectronics Corp

Technology
-1.8K
- 13.35%
$6.58 - $7.86 $11.8K - $14.1K
11.7K $88K
TIP
Ishares Tr Tips Bd ETF

ETFs
-136
- 3.71%
$109.11 - $111.88 $14.8K - $15.2K
3.53K $393K
SLG
Sl Green Realty Corp

Real Estate
-28
- 0.71%
$52.04 - $65.67 $1.46K - $1.84K
3.89K $232K
WAFD
Washington Federal Inc

Financial Services
-563
- 5.42%
$28.87 - $31.95 $16.3K - $18K
9.83K $297K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-66
- 0.56%
N/A
11.7K $1M
NLOK
Norton Life Lock Inc.

Technology
-254
- 1.34%
N/A
18.7K $402K
OEF
Ishares S&P 100 ETF

ETFs
-22
- 0.1%
N/A
23K $6.13M
SHG
Shinhan Financial Group CO LTD

Financial Services
-119
- 2.04%
N/A
5.72K $198K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-193
- 1.98%
$25.83 - $26.47 $4.99K - $5.11K
9.56K $251K
HEFA
Ishares Currency Hedged Msci E

ETFs
-483
- 5.08%
$37.2 - $39.61 $18K - $19.1K
9.02K $357K
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
-50
- 0.45%
$5.43 - $6.23 $272 - $312
10.9K $65K
CRDA
Crawford & CO Class A

ETFs
-19K
- 18.76%
N/A
82.4K $0
Atlassian Corporation
-7.93K
- 76.62%
N/A
2.42K $0
Thomson Reuters Corp
-24
- 1.5%
N/A
1.57K $0
Millrose Pptys Inc
-34
- 0.33%
N/A
10.4K $0
Grayscale Ethereum Trust ETF
-50
- 0.26%
N/A
19.5K $0
VCTR
Victory Capital Holdings, Inc.

Financial Services
-53
- 1.68%
$63.69 - $72.67 $3.38K - $3.85K
3.1K $200K
American Centy ETF Tr
-119K
- 77.03%
N/A
35.6K $0
ILCG
Ishares Morningstar Growth ETF
-115
- 1.4%
N/A
8.09K $0
VUSB
Vanguard Bd Index Fds
-9.04K
- 36.31%
N/A
15.9K $0
Janus Detroit Str Tr
-2.4K
- 6.97%
N/A
32K $0
MKC-V
Mc Cormick & Company, Incorporated

Consumer Defensive
-245
- 0.66%
N/A
36.6K $0
FNDA
Schwab Fundamental U S Small C

ETFs
-2.98K
- 7.75%
$28.75 - $31.93 $85.7K - $95.2K
35.5K $1.11M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-127
- 3.71%
$79.76 - $85.78 $10.1K - $10.9K
3.29K $278K
VFC
V F Corp

Consumer Cyclical
-1.87K
- 15.19%
$11.66 - $15.56 $21.8K - $29K
10.4K $150K
BHR
Braemar Hotels & Resorts Inc.

Real Estate
-18
- 0.08%
$2.07 - $3.03 $37.3 - $54.5
23.3K $64K
VONE
Vanguard Russell 1000 ETF

ETFs
-65
- 5.46%
$280.68 - $303.97 $18.2K - $19.8K
1.13K $340K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-51
- 1.42%
$87.07 - $93.06 $4.44K - $4.75K
3.55K $324K
KBE
Spdr S&P Bank ETF

ETFs
-16
- 0.44%
$55.26 - $61.99 $884 - $992
3.63K $215K
AVSE
American Centy ETF Tr Avantis

ETFs
-300
- 4.48%
$58.4 - $64.07 $17.5K - $19.2K
6.39K $406K
CM
Canadian Imperial Bank Of Commerce

Financial Services
-381
- 7.41%
$71.11 - $81.68 $27.1K - $31.1K
4.76K $380K
WF
Woori Financial Group Inc.

Financial Services
-381
- 6.65%
$49.62 - $57.76 $18.9K - $22K
5.35K $300K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-290
- 1.76%
$96.83 - $101.71 $28.1K - $29.5K
16.2K $1.64M
FITB
Fifth Third Bancorp

Financial Services
-5.13K
- 6.91%
$40.91 - $46.28 $210K - $237K
69.1K $3.08M
AEE
Ameren Corp

Utilities
-69
- 1.58%
$95.0 - $104.38 $6.56K - $7.2K
4.31K $449K
TRP
Tc Energy Corp

Energy
-569
- 5.33%
$46.58 - $54.41 $26.5K - $31K
10.1K $550K
WRB
Berkley W R Corp

Financial Services
-83
- 0.71%
$67.78 - $76.62 $5.63K - $6.36K
11.6K $885K
EXP
Eagle Materials Inc

Basic Materials
-17
- 1.52%
$209.12 - $242.26 $3.56K - $4.12K
1.1K $256K
JHMM
John Hancock Multifactor Mid C

ETFs
-70
- 0.67%
$61.22 - $65.26 $4.29K - $4.57K
10.4K $670K
DFSV
Dimensional ETF Tr Dimensional

ETFs
-43
- 0.29%
$29.2 - $32.74 $1.26K - $1.41K
15K $477K
OSK
Oshkosh Corp

Industrials
-31
- 1.27%
$118.16 - $143.44 $3.66K - $4.45K
2.4K $311K
RL
Ralph Lauren Corp

Consumer Cyclical
-115
- 5.75%
$272.1 - $320.75 $31.3K - $36.9K
1.88K $590K
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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