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
WAT
Waters Corp

Healthcare
-71
- 6.37%
$307.71 - $366.67 $21.8K - $26K
1.04K $364K
BAH
Booz Allen Hamilton Holding Corp

Industrials
-352
- 1.95%
$99.97 - $129.69 $35.2K - $45.7K
17.7K $1.84M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-440
- 8.44%
$84.41 - $106.28 $37.1K - $46.8K
4.77K $453K
CHTR
Charter Communications, Inc.

Communication Services
-326
- 14.61%
$321.68 - $427.25 $105K - $139K
1.91K $778K
INGR
Ingredion Inc

Consumer Defensive
-321
- 12.13%
$123.22 - $140.95 $39.6K - $45.2K
2.33K $315K
GILD
Gilead Sciences, Inc.

Healthcare
-19
- 0.06%
$96.91 - $113.0 $1.84K - $2.15K
33.9K $3.76M
FMX
Mexican Economic Development Inc

Consumer Defensive
-560
- 19.87%
$92.5 - $107.84 $51.8K - $60.4K
2.26K $232K
XLI
Industrial Sector Spdr

ETFs
-2.82K
- 12.38%
$116.42 - $147.52 $328K - $416K
20K $2.94M
USRT
Ishares Core U.S. Reit ETF

ETFs
-553
- 6.05%
$50.37 - $57.97 $27.9K - $32.1K
8.58K $485K
LNT
Alliant Energy Corp

Utilities
-143
- 1.7%
$58.79 - $64.85 $8.41K - $9.27K
8.26K $499K
CSWI
Csw Industrials, Inc.

Industrials
-76
- 2.08%
$254.34 - $336.43 $19.3K - $25.6K
3.58K $1.03M
TRU
Trans Union

Industrials
-792
- 13.13%
$69.26 - $91.89 $54.9K - $72.8K
5.24K $461K
TWLO
Twilio Inc

Communication Services
-1.16K
- 28.82%
$81.34 - $124.36 $94.6K - $145K
2.87K $357K
POOL
Pool Corp

Industrials
-4
- 0.3%
$285.0 - $325.66 $1.14K - $1.3K
1.33K $387K
FSK
Fs Kkr Capital Corp

Financial Services
-1.67K
- 11.34%
$17.95 - $21.5 $30K - $36K
13.1K $271K
NDAQ
Nasdaq, Inc.

Financial Services
-1.95K
- 18.97%
$66.4 - $89.42 $130K - $175K
8.35K $746K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-6.06K
- 11.82%
$45.98 - $56.15 $279K - $340K
45.2K $2.54M
TPR
Tapestry, Inc.

Consumer Cyclical
-2.32K
- 23.89%
$60.6 - $87.81 $140K - $203K
7.38K $648K
XLB
Select Sector Spdr Fd Material

ETFs
-498
- 9.04%
$74.27 - $88.92 $37K - $44.3K
5.01K $439K
PHG
Koninklijke Philips Nv

Healthcare
-649
- 4.95%
$21.67 - $25.64 $14.1K - $16.6K
12.5K $298K
USFD
Us Foods Holding Corp.

Consumer Defensive
-1.95K
- 19.11%
$60.47 - $79.12 $118K - $154K
8.23K $634K
DGX
Quest Diagnostics Inc

Healthcare
-234
- 2.1%
N/A
10.9K $1.5M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-430
- 28.16%
$149.56 - $212.83 $64.3K - $91.5K
1.1K $233K
UCBI
United Community Banks Inc

Financial Services
-1.06K
- 5.87%
N/A
17K $496K
PEAK
Healthpeak Properties, Inc.

Real Estate
-1.66K
- 6.45%
N/A
24.1K $457K
BR
Broadridge Financial Solutions, Inc.

Technology
-138
- 2.65%
$217.22 - $246.25 $30K - $34K
5.07K $1.23M
KEYS
Keysight Technologies, Inc.

Technology
-1.62K
- 9.71%
$127.02 - $165.4 $205K - $267K
15K $2.46M
ITT
Itt Inc.

Industrials
-668
- 24.81%
$112.67 - $157.95 $75.3K - $106K
2.03K $317K
MOH
Molina Healthcare, Inc.

Healthcare
-1
- 0.1%
$290.25 - $353.24 $290 - $353
955 $284K
AAL
American Airlines Group Inc.

Industrials
-2.74K
- 17.93%
N/A
12.5K $138K
DFSD
Dimensional ETF Tr Short Durat

ETFs
-703
- 7.43%
$47.09 - $48.01 $33.1K - $33.8K
8.75K $420K
HMOP
Hartford Fds Exchange Traded T

ETFs
-735
- 11.52%
$37.54 - $38.74 $27.6K - $28.5K
5.65K $216K
UWMC
Uwm Holdings Corp

Financial Services
-2.29K
- 16.61%
$3.94 - $5.79 $9.01K - $13.2K
11.5K $47K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-281
- 27.26%
$328.01 - $475.68 $92.2K - $134K
750 $350K
DTE
Dte Energy CO

Utilities
-19
- 0.48%
$127.39 - $139.49 $2.42K - $2.65K
3.9K $516K
LADR
Ladder Capital Corp

Real Estate
-1.16K
- 6.57%
$9.86 - $11.4 $11.5K - $13.3K
16.5K $177K
KIE
Spdr S&P Insurance ETF

ETFs
-347
- 6.02%
$53.63 - $61.12 $18.6K - $21.2K
5.41K $323K
MRNA
Moderna, Inc.

Healthcare
-662
- 8.33%
$23.65 - $28.54 $15.7K - $18.9K
7.28K $200K
GDDY
Go Daddy Inc.

Technology
-130
- 3.06%
$162.11 - $192.36 $21.1K - $25K
4.11K $740K
MTB
M&T Bank Corp

Financial Services
-441
- 10.87%
$156.58 - $193.99 $69.1K - $85.5K
3.62K $701K
WTS
Watts Water Technologies Inc

Industrials
-313
- 24.65%
$180.4 - $247.22 $56.5K - $77.4K
957 $235K
PDP
Invesco Exchange Traded Fd Tr

ETFs
-945
- 10.2%
$89.44 - $108.59 $84.5K - $103K
8.32K $903K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
-2.77K
- 40.45%
$29.19 - $50.24 $80.9K - $139K
4.08K $204K
CMA
Comerica Inc

Financial Services
-441
- 6.47%
$50.42 - $59.65 $22.2K - $26.3K
6.37K $380K
STE
Steris PLC

Healthcare
-229
- 9.33%
$208.55 - $252.55 $47.8K - $57.8K
2.23K $534K
PHM
Pultegroup Inc

Consumer Cyclical
-309
- 7.05%
$92.02 - $106.54 $28.4K - $32.9K
4.07K $429K
WDAY
Workday, Inc.

Technology
-308
- 3.71%
$210.47 - $274.71 $64.8K - $84.6K
7.99K $1.92M
TTC
Toro CO

Industrials
-141
- 2.72%
$63.51 - $77.8 $8.95K - $11K
5.04K $356K
USO
United States Oil Fund, LP

ETFs
-37
- 0.94%
$62.37 - $83.12 $2.31K - $3.08K
3.9K $284K
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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