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
RIO
Rio Tinto PLC

Basic Materials
-1.43K
- 28.65%
$52.32 - $62.75 $74.6K - $89.4K
3.55K $206K
RGA
Reinsurance Group Of America Inc

Financial Services
-481
- 16.22%
$168.32 - $209.71 $81K - $101K
2.49K $492K
CTSH
Cognizant Technology Solutions Corp

Technology
-1.45K
- 9.98%
$66.47 - $81.81 $96.4K - $119K
13.1K $1.02M
ILCV
Ishares Morningstar Value ETF

ETFs
-1.36K
- 11.84%
$72.16 - $83.39 $98.1K - $113K
10.1K $844K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
-4.9K
- 19.6%
$13.96 - $16.51 $68.4K - $80.9K
20.1K $327K
AKAM
Akamai Technologies Inc

Technology
-989
- 26.37%
N/A
2.76K $250K
EWBC
East West Bancorp Inc

Financial Services
-1.24K
- 38.15%
$71.03 - $101.75 $87.9K - $126K
2.01K $202K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
-1.48K
- 11.24%
N/A
11.7K $674K
SNA
Snap On Inc

Industrials
-148
- 9.94%
$292.36 - $342.2 $43.3K - $50.6K
1.34K $417K
UBS
Ubs Group Ag

Financial Services
-3.69K
- 28.11%
$26.12 - $33.82 $96.5K - $125K
9.45K $319K
WBS
Webster Financial Corp

Financial Services
-1.99K
- 23.44%
$41.76 - $54.91 $82.9K - $109K
6.48K $354K
ITA
Ishares Tr

ETFs
-781
- 42.17%
$135.31 - $188.64 $106K - $147K
1.07K $202K
BWA
Borgwarner Inc

Consumer Cyclical
-4.24K
- 31.1%
$24.84 - $33.92 $105K - $144K
9.4K $314K
LNC
Lincoln National Corp

Financial Services
-1.34K
- 6.0%
$28.95 - $37.27 $38.8K - $49.9K
21K $726K
CNP
Centerpoint Energy Inc

Utilities
-2.34K
- 9.58%
$35.5 - $39.05 $83.1K - $91.4K
22.1K $811K
IT
Gartner Inc

Technology
-114
- 6.62%
$377.5 - $449.52 $43K - $51.2K
1.61K $649K
VTR
Ventas, Inc.

Real Estate
-463
- 6.07%
$62.45 - $70.08 $28.9K - $32.4K
7.16K $452K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
-448
- 11.67%
$78.47 - $92.25 $35.2K - $41.3K
3.39K $275K
DAL
Delta Air Lines, Inc.

Industrials
-18.1K
- 12.33%
$35.88 - $52.99 $651K - $961K
129K $6.34M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-320
- 20.15%
$167.22 - $212.42 $53.5K - $68K
1.27K $250K
IXN
Ishares Global Information Tec

ETFs
-1.81K
- 30.95%
$65.81 - $92.34 $119K - $168K
4.05K $373K
PEG
Public Service Enterprise Group Inc

Utilities
-1.22K
- 6.62%
$77.13 - $84.18 $94.1K - $103K
17.2K $1.45M
XLC
Select Sector Spdr Tr Communic

ETFs
-1.72K
- 17.39%
$86.13 - $108.53 $148K - $186K
8.16K $885K
IWY
Ishares Tr Russell 200 Growth

ETFs
-520
- 29.53%
$187.5 - $246.51 $97.5K - $128K
1.24K $305K
BALL
Ball Corp

Consumer Cyclical
-2.05K
- 16.71%
$44.94 - $56.99 $92.1K - $117K
10.2K $573K
LAMR
Lamar Advertising CO

Real Estate
-946
- 13.91%
$102.35 - $121.67 $96.8K - $115K
5.86K $710K
KEY
Keycorp

Financial Services
-7.01K
- 17.28%
$13.23 - $17.42 $92.8K - $122K
33.6K $584K
GL
Globe Life Inc.

Financial Services
-279
- 7.03%
$113.29 - $133.09 $31.6K - $37.1K
3.69K $458K
ZION
Zions Bancorporation, National Association

Financial Services
-1.64K
- 15.52%
$41.39 - $51.94 $68K - $85.3K
8.95K $464K
IP
International Paper CO

Consumer Cyclical
-369
- 5.2%
$43.89 - $54.46 $16.2K - $20.1K
6.73K $315K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-3.79K
- 2.99%
$10.49 - $12.99 $39.8K - $49.2K
123K $1.56M
MUB
Ishares National Muni Bond ETF

ETFs
-548
- 11.5%
$102.31 - $105.8 $56.1K - $58K
4.22K $440K
RACE
Ferrari N.V.

Consumer Cyclical
-243
- 25.99%
$397.86 - $499.02 $96.7K - $121K
692 $339K
ATO
Atmos Energy Corp

Utilities
-368
- 8.25%
$145.06 - $162.66 $53.4K - $59.9K
4.1K $631K
MUSA
Murphy Usa Inc.

Consumer Cyclical
-55
- 9.8%
$388.56 - $520.27 $21.4K - $28.6K
506 $205K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-343
- 9.28%
$86.97 - $102.82 $29.8K - $35.3K
3.36K $321K
TTEK
Tetra Tech Inc

Industrials
-3.37K
- 34.91%
$28.01 - $36.25 $94.4K - $122K
6.29K $226K
WEC
Wec Energy Group, Inc.

Utilities
-120
- 1.34%
$102.24 - $109.76 $12.3K - $13.2K
8.85K $921K
PFG
Principal Financial Group Inc

Financial Services
-367
- 7.2%
$69.56 - $86.19 $25.5K - $31.6K
4.73K $375K
OEF
Ishares S&P 100 ETF

ETFs
-209
- 0.9%
N/A
23.1K $6.13M
GWW
W.W. Grainger, Inc.

Industrials
-121
- 8.81%
$919.93 - $1101.66 $111K - $133K
1.25K $1.3M
OPEN
Opendoor Technologies Inc.

Real Estate
-4.32K
- 4.13%
$0.51 - $1.09 $2.21K - $4.71K
100K $53K
IRT
Independence Realty Trust, Inc.

Real Estate
-445
- 3.59%
$17.41 - $21.38 $7.75K - $9.51K
12K $211K
AVB
Avalonbay Communities Inc

Real Estate
-154
- 8.53%
$187.23 - $215.61 $28.8K - $33.2K
1.65K $336K
EXR
Extra Space Storage Inc.

Real Estate
-319
- 10.35%
$126.61 - $152.99 $40.4K - $48.8K
2.76K $407K
IRBO
Ishares Robotics & Artificial

ETFs
-1.58K
- 16.67%
N/A
7.92K $254K
PAYC
Paycom Software, Inc.

Technology
-285
- 20.55%
$193.07 - $265.71 $55K - $75.7K
1.1K $255K
ILMN
Illumina, Inc.

Healthcare
-1.18K
- 29.31%
$70.3 - $95.41 $83K - $113K
2.85K $271K
STAG
Stag Industrial, Inc.

Real Estate
-1.31K
- 15.1%
$30.08 - $37.02 $39.3K - $48.3K
7.35K $266K
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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