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
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-3.06K
- 17.43%
$73.0 - $85.5 $224K - $262K
14.5K $1.22M
XLU
Utilities Sector Spdr

ETFs
-2.26K
- 18.08%
$73.09 - $82.77 $165K - $187K
10.2K $834K
DPZ
Dominos Pizza Inc

Consumer Cyclical
-301
- 20.42%
$430.72 - $497.52 $130K - $150K
1.17K $528K
ADM
Archer Daniels Midland CO

Consumer Defensive
-5.64K
- 17.99%
$41.79 - $54.16 $236K - $305K
25.7K $1.36M
EEM
Ishares Msci Emerging Markets

ETFs
-9.56K
- 13.87%
$38.52 - $48.28 $368K - $462K
59.4K $2.86M
IBB
Ishares Biotechnology ETF

ETFs
-1.09K
- 29.18%
$112.02 - $129.0 $122K - $140K
2.64K $333K
SONY
Sony Group Corp

Technology
-6.11K
- 18.95%
$21.24 - $26.88 $130K - $164K
26.2K $680K
SPG
Simon Property Group Inc

Real Estate
-635
- 9.72%
$140.37 - $171.44 $89.1K - $109K
5.9K $947K
TOST
Toast, Inc.

Technology
-5.77K
- 53.63%
$30.03 - $45.23 $173K - $261K
4.99K $220K
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
-8.29K
- 0.74%
$46.46 - $47.44 $385K - $393K
1.11M $52.7M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-1.02K
- 29.72%
$107.83 - $119.94 $110K - $123K
2.42K $260K
WSM
Williams Sonoma Inc

Consumer Cyclical
-952
- 20.22%
$137.62 - $174.44 $131K - $166K
3.76K $613K
PPG
Ppg Industries Inc

Basic Materials
-1.51K
- 16.34%
$91.66 - $115.04 $139K - $174K
7.74K $880K
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
-4.11K
- 36.54%
$28.36 - $31.3 $116K - $129K
7.13K $219K
OMC
Omnicom Group Inc.

Communication Services
-833
- 13.35%
$69.22 - $79.77 $57.7K - $66.4K
5.41K $389K
TRV
Travelers Companies, Inc.

Financial Services
-681
- 3.87%
$233.83 - $276.34 $159K - $188K
16.9K $4.53M
VRT
Vertiv Holdings CO

Industrials
-1.47K
- 22.03%
N/A
5.19K $449K
WM
Waste Management Inc

Industrials
-4
- 0.01%
$216.47 - $242.1 $866 - $968
46.7K $10.7M
CNC
Centene Corp

Healthcare
-1.54K
- 24.29%
$53.4 - $64.29 $82.1K - $98.9K
4.79K $260K
VFC
V F Corp

Consumer Cyclical
-5.03K
- 29.05%
$9.74 - $16.39 $49K - $82.4K
12.3K $144K
CCK
Crown Holdings Inc

Consumer Cyclical
-2K
- 33.24%
$78.47 - $104.45 $157K - $209K
4.02K $413K
ALC
Alcon Inc

Healthcare
-591
- 5.49%
$82.88 - $98.3 $49K - $58.1K
10.2K $898K
PRU
Prudential Financial Inc

Financial Services
-123
- 0.48%
$95.12 - $112.71 $11.7K - $13.9K
25.6K $2.75M
MRVL
Marvell Technology, Inc.

Technology
-4.14K
- 32.82%
$49.38 - $79.97 $204K - $331K
8.48K $656K
SON
Sonoco Products CO

Consumer Cyclical
-1.99K
- 23.72%
$40.6 - $47.93 $80.8K - $95.4K
6.4K $278K
LPX
Louisiana Pacific Corp

Industrials
-1.07K
- 24.2%
$81.16 - $95.48 $86.8K - $102K
3.35K $288K
FICO
Fair Isaac Corp

Technology
-59
- 12.24%
$1503.62 - $2206.01 $88.7K - $130K
423 $773K
ABNB
Airbnb, Inc.

Consumer Cyclical
-1.69K
- 19.82%
$105.69 - $140.64 $179K - $238K
6.85K $906K
AVY
Avery Dennison Corp

Industrials
-566
- 9.84%
$159.58 - $183.97 $90.3K - $104K
5.19K $910K
PKG
Packaging Corp Of America

Consumer Cyclical
-97
- 0.98%
$175.97 - $201.36 $17.1K - $19.5K
9.81K $1.85M
CLH
Clean Harbors Inc

Industrials
-738
- 43.95%
$182.1 - $233.5 $134K - $172K
941 $217K
PINS
Pinterest, Inc.

Communication Services
-4.98K
- 35.85%
$24.21 - $35.95 $121K - $179K
8.92K $319K
ORI
Old Republic International Corp

Financial Services
-2.64K
- 26.2%
$35.25 - $39.79 $93.1K - $105K
7.44K $286K
WST
West Pharmaceutical Services Inc

Healthcare
-217
- 1.8%
$190.39 - $227.7 $41.3K - $49.4K
11.8K $2.59M
DIS
Walt Disney CO

Communication Services
-18.4K
- 21.42%
$81.72 - $124.01 $1.5M - $2.28M
67.4K $8.36M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-1.64K
- 20.81%
$45.07 - $52.57 $73.7K - $86K
6.22K $303K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-1.83K
- 4.99%
$32.56 - $35.71 $59.5K - $65.2K
34.8K $1.15M
FNDF
Schwab Fundamental Intl Large

ETFs
-3.4K
- 39.56%
$32.25 - $40.02 $110K - $136K
5.19K $207K
GM
General Motors CO

Consumer Cyclical
-3.74K
- 9.81%
$42.48 - $50.46 $159K - $189K
34.4K $1.69M
M
Macy'S, Inc.

Consumer Cyclical
-600
- 0.58%
$10.02 - $13.19 $6.01K - $7.91K
103K $1.2M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-26.4K
- 8.68%
$20.42 - $25.3 $540K - $669K
278K $7.04M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-2.15K
- 12.46%
$22.66 - $26.12 $48.6K - $56.1K
15.1K $369K
NLOK
Norton Life Lock Inc.

Technology
-4.57K
- 19.4%
N/A
19K $408K
SF
Stifel Financial Corp

Financial Services
-1.29K
- 34.47%
$76.49 - $103.78 $98.3K - $133K
2.44K $253K
SWK
Stanley Black & Decker, Inc.

Industrials
-658
- 11.25%
$55.86 - $76.98 $36.8K - $50.7K
5.19K $351K
BXP
Boston Properties Inc

Real Estate
-1.47K
- 21.39%
$56.86 - $74.12 $83.3K - $109K
5.39K $363K
HCA
Hca Healthcare, Inc.

Healthcare
-848
- 13.85%
$317.61 - $387.52 $269K - $329K
5.28K $2.02M
LUV
Southwest Airlines CO

Industrials
-2.4K
- 16.4%
$24.04 - $34.36 $57.6K - $82.4K
12.2K $396K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-1.89K
- 37.09%
$58.52 - $71.7 $111K - $136K
3.21K $220K
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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