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
FNF
Fidelity National Financial, Inc.

Financial Services
-3.46K
- 15.06%
$53.62 - $66.59 $185K - $230K
19.5K $1.09M
URI
United Rentals, Inc.

Industrials
-1.61K
- 25.01%
$551.94 - $753.4 $887K - $1.21M
4.82K $3.63M
KMB
Kimberly Clark Corp

Consumer Defensive
-985
- 4.86%
$126.84 - $145.22 $125K - $143K
19.3K $2.49M
PANW
Palo Alto Networks Inc

Technology
-7.74K
- 22.06%
$152.44 - $204.64 $1.18M - $1.58M
27.3K $5.59M
IWR
Ishares Russell Mid Cap ETF

ETFs
-7.52K
- 17.21%
$74.88 - $91.97 $563K - $692K
36.2K $3.33M
SYK
Stryker Corp

Healthcare
-1.96K
- 11.79%
$337.37 - $395.63 $663K - $777K
14.7K $5.81M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-2.03K
- 25.03%
$99.37 - $134.05 $202K - $272K
6.09K $690K
EMN
Eastman Chemical CO

Basic Materials
-3.18K
- 31.45%
$72.7 - $88.29 $231K - $281K
6.93K $517K
CDW
Cdw Corp

Technology
-2.95K
- 34.63%
$144.49 - $190.68 $426K - $562K
5.56K $992K
IYW
Ishares Dj Us Tech ETF

ETFs
-5.27K
- 31.84%
$122.57 - $173.27 $646K - $913K
11.3K $1.95M
MET
Metlife Inc

Financial Services
-4.59K
- 15.2%
$68.42 - $82.49 $314K - $378K
25.6K $2.06M
IVE
Ishares S&P 500 Value ETF

ETFs
-3.17K
- 6.04%
$168.34 - $195.42 $533K - $619K
49.3K $9.64M
MAIN
Main Street Capital Corp

Financial Services
-6.55K
- 59.51%
$49.15 - $59.32 $322K - $389K
4.46K $263K
XLP
Consumer Staples Sector Spdr

ETFs
-4.67K
- 27.67%
N/A
12.2K $928K
CLX
Clorox CO

Consumer Defensive
-1.78K
- 36.01%
$118.01 - $148.69 $210K - $265K
3.17K $380K
ROL
Rollins Inc

Consumer Cyclical
-7.14K
- 31.3%
$50.65 - $58.58 $362K - $418K
15.7K $884K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-829
- 25.89%
$225.56 - $335.19 $187K - $278K
2.37K $563K
VGSH
Vanguard

ETFs
-5.88K
- 5.69%
$58.32 - $58.95 $343K - $346K
97.3K $5.72M
CSX
Csx Corp

Industrials
-19.9K
- 20.08%
$26.69 - $32.91 $530K - $653K
79K $2.58M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-15.7K
- 16.26%
$23.55 - $27.67 $370K - $435K
80.9K $2.24M
VOE
Vanguard Mid Cap Value Index F

ETFs
-2.85K
- 7.56%
$141.87 - $164.49 $404K - $468K
34.8K $5.73M
BKR
Baker Hughes CO

Energy
-2.37K
- 5.8%
$35.0 - $44.92 $82.9K - $106K
38.4K $1.47M
BLDR
Builders First Source, Inc.

Industrials
-2.37K
- 57.45%
$105.63 - $131.12 $250K - $310K
1.75K $204K
FNDX
Schwab Fundamental U S Large C

ETFs
-13.9K
- 37.13%
$20.84 - $24.54 $289K - $341K
23.5K $576K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-1.83K
- 56.67%
$171.4 - $227.1 $314K - $416K
1.4K $317K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-4.19K
- 11.34%
$72.02 - $73.82 $301K - $309K
32.7K $2.41M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-5.72K
- 35.02%
$51.68 - $52.76 $296K - $302K
10.6K $559K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-6.7K
- 1.05%
$50.52 - $50.92 $338K - $341K
633K $32.2M
TXN
Texas Instruments Inc

Technology
-1.5K
- 1.78%
N/A
82.6K $16.1M
MAR
Marriott International Inc

Consumer Cyclical
-2.59K
- 21.63%
$211.12 - $274.14 $547K - $710K
9.38K $2.56M
NOC
Northrop Grumman Corp

Industrials
-418
- 6.4%
$456.3 - $540.39 $191K - $226K
6.12K $3.06M
MMM
3 M CO

Industrials
-3.05K
- 9.25%
$126.09 - $154.15 $385K - $470K
30K $4.56M
EQT
Eqt Corp

Energy
-7.28K
- 25.55%
$46.11 - $60.44 $336K - $440K
21.2K $1.24M
MPLX
Mplx LP

Energy
-4.37K
- 16.29%
$46.68 - $53.89 $204K - $235K
22.4K $1.16M
HPQ
Hp Inc

Technology
-2.82K
- 4.4%
$21.88 - $29.32 $61.6K - $82.6K
61.2K $1.5M
TRGP
Targa Resources Corp.

Energy
-29
- 0.28%
$157.32 - $205.72 $4.56K - $5.97K
10.2K $1.77M
TSCO
Tractor Supply CO

Consumer Cyclical
-4.09K
- 17.83%
$47.86 - $55.77 $196K - $228K
18.8K $994K
ADBE
Adobe Inc.

Technology
-851
- 4.5%
$340.0 - $420.68 $289K - $358K
18.1K $6.99M
ROST
Ross Stores, Inc.

Consumer Cyclical
-2.02K
- 16.78%
$126.62 - $154.26 $255K - $311K
10K $1.28M
NVO
Novo Nordisk A S

Healthcare
-3.54K
- 10.27%
$58.08 - $81.05 $205K - $287K
30.9K $2.13M
VFH
Vanguard Financial ETF

ETFs
-2.46K
- 35.36%
$104.87 - $127.3 $258K - $313K
4.49K $571K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-3.15K
- 34.17%
$179.95 - $278.88 $567K - $879K
6.07K $1.69M
OXY
Occidental Petroleum Corp

Energy
-2.11K
- 9.37%
$36.11 - $49.33 $76K - $104K
20.4K $855K
DOW
Dow Inc.

Basic Materials
-2.92K
- 14.11%
$25.81 - $34.89 $75.3K - $102K
17.8K $470K
SJM
J M Smucker CO

Consumer Defensive
-1.56K
- 33.32%
$94.41 - $118.52 $147K - $185K
3.12K $305K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-2.69K
- 46.2%
$81.46 - $94.63 $219K - $255K
3.13K $296K
FCNCA
First Citizens Bancshares Inc

Financial Services
-170
- 18.83%
$1561.69 - $1966.55 $265K - $334K
733 $1.43M
SCHW
Schwab Charles Corp

Financial Services
-10.1K
- 19.09%
$69.06 - $91.24 $698K - $922K
42.8K $3.91M
NUE
Nucor Corp

Basic Materials
-3K
- 17.18%
$103.22 - $131.43 $309K - $394K
14.4K $1.87M
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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