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
D
Dominion Energy, Inc

Utilities
-4.27K
- 11.34%
$49.66 - $58.0 $212K - $248K
33.4K $1.89M
HSY
Hershey CO

Consumer Defensive
-1.22K
- 29.06%
$151.29 - $173.13 $184K - $211K
2.97K $493K
TTE
Total Energies Se

Energy
-3.24K
- 15.48%
N/A
17.7K $1.21M
IFF
International Flavors & Fragrances Inc

Basic Materials
-2.58K
- 32.48%
$66.85 - $79.33 $172K - $205K
5.36K $394K
SGOL
Abrdn Gold ETF Trust

ETFs
-8.76K
- 27.84%
$28.39 - $32.75 $249K - $287K
22.7K $716K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-2.71K
- 14.69%
$82.21 - $83.12 $222K - $225K
15.7K $1.3M
CMS
Cms Energy Corp

Utilities
-841
- 3.01%
$68.57 - $75.51 $57.7K - $63.5K
27.1K $1.88M
OGN
Organon & Co.

Healthcare
-10.8K
- 49.56%
$8.04 - $14.72 $86.4K - $158K
10.9K $105K
EXC
Exelon Corp

Utilities
-2.81K
- 7.92%
$42.2 - $47.37 $119K - $133K
32.7K $1.42M
VOX
Vanguard Communication Service

ETFs
-2.75K
- 24.21%
$133.12 - $171.03 $366K - $470K
8.61K $1.47M
PRI
Primerica, Inc.

Financial Services
-679
- 32.52%
$244.39 - $290.62 $166K - $197K
1.41K $385K
DEO
Diageo PLC

Consumer Defensive
-1.07K
- 4.24%
$99.86 - $115.75 $107K - $124K
24.2K $2.44M
FNDA
Schwab Fundamental U S Small C

ETFs
-9.34K
- 19.53%
$23.85 - $28.69 $223K - $268K
38.5K $1.1M
KNSL
Kinsale Capital Group, Inc.

Financial Services
-394
- 8.45%
$419.99 - $501.97 $165K - $198K
4.27K $2.06M
VLO
Valero Energy Corp

Energy
-1.82K
- 9.73%
$104.69 - $141.77 $191K - $258K
16.9K $2.27M
AWK
American Water Works Company, Inc.

Utilities
-1.13K
- 22.12%
$133.82 - $151.96 $151K - $172K
3.98K $553K
WTW
Willis Towers Watson PLC

Financial Services
-318
- 9.74%
$295.96 - $337.43 $94.1K - $107K
2.95K $903K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-2.95K
- 14.71%
$44.37 - $50.04 $131K - $148K
17.1K $813K
PCG
Pg&E Corp

Utilities
-8.04K
- 33.24%
$13.55 - $17.87 $109K - $144K
16.1K $225K
SLV
I Shares Silver Trust

ETFs
-10.2K
- 12.86%
$27.08 - $33.74 $276K - $344K
69K $2.26M
GRMN
Garmin LTD

Technology
-646
- 9.89%
$173.63 - $218.07 $112K - $141K
5.89K $1.23M
FDS
Factset Research Systems Inc

Financial Services
-400
- 28.03%
$398.85 - $473.32 $160K - $189K
1.03K $459K
SQ
Block, Inc.

Technology
-3.28K
- 21.72%
N/A
11.8K $675K
BP
Bp PLC

Energy
-2.14K
- 6.73%
$26.11 - $33.81 $55.8K - $72.3K
29.6K $886K
XYL
Xylem Inc.

Industrials
-2.03K
- 26.76%
$102.86 - $129.5 $208K - $262K
5.55K $717K
OMFL
Invesco Exchange Traded Self I

ETFs
-3.79K
- 51.05%
$48.43 - $57.78 $183K - $219K
3.63K $209K
AMP
Ameriprise Financial Inc

Financial Services
-773
- 16.8%
$422.19 - $533.73 $326K - $413K
3.83K $2.04M
IYR
Ishares Tr

ETFs
-1.79K
- 19.49%
$84.48 - $96.25 $151K - $172K
7.39K $695K
DD
Du Pont De Nemours, Inc.

Basic Materials
-1.18K
- 7.05%
$55.13 - $75.25 $64.9K - $88.6K
15.5K $1.07M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-2.92K
- 29.03%
$71.86 - $82.66 $210K - $241K
7.14K $589K
ED
Consolidated Edison Inc

Utilities
-616
- 5.34%
$98.05 - $113.3 $60.4K - $69.8K
10.9K $1.1M
L
Loews Corp

Financial Services
-1.94K
- 20.52%
$80.89 - $92.09 $157K - $178K
7.49K $686K
BAX
Baxter International Inc

Healthcare
-3.18K
- 14.94%
$27.8 - $34.02 $88.3K - $108K
18.1K $547K
CHD
Church & Dwight CO Inc

Consumer Defensive
-871
- 12.97%
$91.57 - $110.76 $79.8K - $96.5K
5.85K $561K
DECK
Deckers Outdoor Corp

Consumer Cyclical
-1.08K
- 14.66%
$100.44 - $129.37 $109K - $140K
6.31K $649K
YUM
Yum Brands Inc

Consumer Cyclical
-375
- 2.83%
$138.36 - $161.45 $51.9K - $60.5K
12.9K $1.91M
NVR
Nvr Inc

Consumer Cyclical
-25
- 38.46%
$6700.0 - $7410.93 $168K - $185K
40 $295K
RY
Royal Bank Of Canada

Financial Services
-2.07K
- 38.74%
$108.36 - $131.55 $224K - $272K
3.27K $430K
G
Genpact LTD

Technology
-2.38K
- 23.29%
$40.65 - $50.56 $96.9K - $121K
7.85K $345K
XEL
Xcel Energy Inc

Utilities
-1.79K
- 10.0%
$65.65 - $72.39 $117K - $129K
16.1K $1.09M
MNST
Monster Beverage Corp

Consumer Defensive
-3.93K
- 20.75%
$55.01 - $64.24 $216K - $253K
15K $941K
ROP
Roper Technologies Inc

Industrials
-103
- 2.14%
$519.19 - $590.78 $53.5K - $60.9K
4.72K $2.67M
HUBS
Hubspot Inc

Technology
-273
- 25.54%
$487.07 - $672.24 $133K - $184K
796 $443K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-6.82K
- 14.45%
N/A
40.4K $959K
RE
Everest Re Group LTD

Financial Services
-435
- 19.31%
N/A
1.82K $673K
MELI
Mercadolibre Inc

Consumer Cyclical
-149
- 42.57%
$1794.73 - $2613.63 $267K - $389K
201 $525K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-557
- 52.5%
$299.15 - $396.54 $167K - $221K
504 $199K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-395
- 3.81%
$53.23 - $70.65 $21K - $27.9K
9.98K $577K
KHC
Kraft Heinz CO

Consumer Defensive
-2.88K
- 17.79%
$25.61 - $30.81 $73.8K - $88.8K
13.3K $343K
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
Track This Portfolio

Track Hb Wealth Management, LLC Portfolio

Follow Hb Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hb Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email