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
FHN
First Horizon Corp

Financial Services
-558
- 1.42%
$21.16 - $23.23 $11.8K - $13K
38.7K $875K
AVDV
American Centy ETF Tr Avantis

ETFs
-12.1K
- 10.51%
$79.24 - $89.03 $962K - $1.08M
103K $9.2M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-82
- 0.24%
$30.76 - $33.01 $2.52K - $2.71K
34.5K $1.13M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-65
- 0.46%
$79.83 - $84.0 $5.19K - $5.46K
14K $1.17M
FSS
Federal Signal Corp

Industrials
-57
- 1.09%
$104.86 - $129.8 $5.98K - $7.4K
5.16K $614K
IBKR
Interactive Brokers Group, Inc.

Financial Services
-951
- 9.51%
$56.32 - $68.81 $53.6K - $65.4K
9.05K $622K
MMM
3 M CO

Industrials
-88
- 0.29%
$144.41 - $160.2 $12.7K - $14.1K
29.9K $4.63M
IGV
Ishares Expanded Tech Software

ETFs
-1
- 0.01%
$105.96 - $117.79 $106 - $118
13.7K $1.57M
BMO
Bank Of Montreal

Financial Services
-3
- 0.07%
$110.44 - $130.66 $331 - $392
4.16K $541K
ETR
Entergy Corp

Utilities
-1.51K
- 6.76%
$80.93 - $93.55 $122K - $141K
20.8K $1.94M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-8
- 0.1%
$112.94 - $129.99 $904 - $1.04K
7.81K $999K
NVT
N Vent Electric PLC

Industrials
-1.24K
- 12.42%
$72.16 - $100.25 $89.6K - $125K
8.76K $864K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-55
- 0.19%
$122.57 - $132.57 $6.74K - $7.29K
28.8K $3.74M
UNH
Unitedhealth Group Inc

Healthcare
-4.02K
- 8.21%
$237.77 - $353.61 $956K - $1.42M
44.9K $15.5M
LMT
Lockheed Martin Corp

Industrials
-493
- 3.21%
$410.74 - $499.21 $202K - $246K
14.9K $7.42M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-2.09K
- 1.03%
$29.55 - $32.52 $61.6K - $67.8K
201K $6.44M
VBK
Vanguard Small Cap Growth ETF

ETFs
-287
- 0.99%
$276.51 - $305.12 $79.4K - $87.6K
28.6K $8.51M
IVE
Ishares S&P 500 Value ETF

ETFs
-137
- 0.28%
$194.44 - $206.51 $26.6K - $28.3K
49.2K $10.2M
OPEN
Opendoor Technologies Inc.

Real Estate
-2.19K
- 2.18%
$0.56 - $10.52 $1.23K - $23.1K
98.3K $783K
DVY
Ishares Tr

ETFs
-2.65K
- 2.05%
$133.88 - $142.57 $355K - $378K
127K $18M
VBR
Vanguard Small Cap Value ETF

ETFs
-82
- 0.13%
$195.41 - $212.37 $16K - $17.4K
61.6K $12.9M
MPWR
Monolithic Power Systems Inc

Technology
-84
- 1.38%
$711.24 - $922.81 $59.7K - $77.5K
5.98K $5.51M
KLAC
Kla Corp

Technology
-294
- 3.68%
$843.9 - $1078.6 $248K - $317K
7.7K $8.3M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-68.7K
- 6.11%
$37.04 - $40.86 $2.54M - $2.81M
1.06M $43M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-390
- 0.14%
$84.28 - $89.46 $32.9K - $34.9K
277K $24.6M
IWV
Ishares Russell 3000 ETF

ETFs
-2K
- 2.42%
$351.04 - $379.81 $701K - $759K
80.5K $30.5M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-120
- 0.16%
$362.31 - $405.74 $43.5K - $48.7K
75.3K $30.3M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-13.4K
- 0.73%
$36.04 - $38.78 $484K - $521K
1.84M $70.9M
AVDE
American Centy ETF Tr Avantis

ETFs
-11.3K
- 0.67%
$73.24 - $79.04 $831K - $897K
1.68M $133M
ORCL
Oracle Corp

Technology
-1.39K
- 0.74%
$218.96 - $328.33 $303K - $455K
187K $52.5M
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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