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
IJS
Ishares S&P Smallcap 600 Value

ETFs
-244
- 10.48%
$83.54 - $100.04 $20.4K - $24.4K
2.09K $207K
TXT
Textron Inc

Industrials
-758
- 14.37%
$60.72 - $80.34 $46K - $60.9K
4.52K $362K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-3.64K
- 10.38%
$24.38 - $30.18 $88.7K - $110K
31.4K $947K
ACM
Aecom

Industrials
-981
- 21.57%
$87.19 - $113.06 $85.5K - $111K
3.57K $402K
ENB
Enbridge Inc

Energy
-890
- 4.11%
$41.09 - $47.16 $36.6K - $42K
20.8K $941K
ALLY
Ally Financial Inc.

Financial Services
-891
- 12.79%
$30.09 - $38.95 $26.8K - $34.7K
6.08K $236K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-383
- 14.22%
$72.61 - $88.75 $27.8K - $34K
2.31K $205K
AER
Aer Cap Holdings N.V.

Industrials
-431
- 19.53%
$88.97 - $117.24 $38.3K - $50.5K
1.78K $207K
UGI
Ugi Corp

Utilities
-1.21K
- 15.67%
$30.18 - $36.59 $36.4K - $44.2K
6.5K $236K
SCI
Service Corp International

Consumer Cyclical
-306
- 4.4%
$73.58 - $81.65 $22.5K - $25K
6.66K $541K
HDB
Hdfc Bank LTD

Financial Services
-1.24K
- 16.08%
$63.78 - $77.48 $78.8K - $95.7K
6.45K $494K
VIS
Vanguard Industrial ETF

ETFs
-374
- 13.69%
$220.04 - $280.07 $82.3K - $105K
2.36K $660K
SHG
Shinhan Financial Group CO LTD

Financial Services
-481
- 7.61%
N/A
5.84K $202K
ATR
Aptargroup, Inc.

Healthcare
-228
- 9.61%
$133.66 - $158.53 $30.5K - $36.1K
2.14K $335K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
-428
- 6.58%
$41.9 - $50.31 $17.9K - $21.5K
6.08K $292K
WAFD
Washington Federal Inc

Financial Services
-788
- 7.05%
$24.48 - $30.05 $19.3K - $23.7K
10.4K $304K
MEDP
Medpace Holdings, Inc.

Healthcare
-71
- 8.46%
$277.23 - $315.28 $19.7K - $22.4K
768 $241K
BURL
Burlington Stores, Inc.

Consumer Cyclical
-35
- 3.5%
$215.78 - $270.12 $7.55K - $9.45K
965 $224K
LVS
Las Vegas Sands Corp

Consumer Cyclical
-1.15K
- 15.5%
$30.7 - $44.12 $35.2K - $50.6K
6.25K $271K
FEX
First Tr Large Cap Core Alphde

ETFs
-386
- 9.99%
$90.17 - $109.96 $34.8K - $42.4K
3.48K $382K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-1.07K
- 3.99%
$16.93 - $17.81 $18.1K - $19.1K
25.8K $459K
SITE
Site One Landscape Supply, Inc.

Industrials
-84
- 2.34%
$104.79 - $127.3 $8.8K - $10.7K
3.5K $423K
DOX
Amdocs LTD

Technology
-127
- 2.44%
$80.46 - $94.08 $10.2K - $11.9K
5.08K $463K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-528
- 1.75%
$43.65 - $45.44 $23K - $24K
29.7K $1.35M
MASI
Masimo Corp

Healthcare
-77
- 6.06%
$144.4 - $171.97 $11.1K - $13.2K
1.19K $200K
LYG
Lloyds Banking Group PLC

Financial Services
-8.35K
- 14.24%
$3.32 - $4.29 $27.7K - $35.8K
50.3K $213K
ABT
Abbott Laboratories

Healthcare
-4.48K
- 2.52%
$123.95 - $138.08 $555K - $618K
173K $23.6M
SLG
Sl Green Realty Corp

Real Estate
-472
- 10.75%
$47.9 - $65.94 $22.6K - $31.1K
3.92K $242K
LII
Lennox International Inc

Industrials
-39
- 4.07%
$508.76 - $605.77 $19.8K - $23.6K
920 $527K
ONB
Old National Bancorp

Financial Services
-490
- 3.9%
$17.95 - $22.57 $8.8K - $11.1K
12.1K $257K
EXEL
Exelixis, Inc.

Healthcare
-4.02K
- 17.1%
$34.13 - $46.26 $137K - $186K
19.5K $858K
DFSV
Dimensional ETF Tr Dimensional

ETFs
-996
- 6.21%
$24.21 - $29.47 $24.1K - $29.4K
15K $442K
AGNC
Agnc Investment Corp.

Real Estate
-218
- 1.42%
$8.12 - $9.49 $1.77K - $2.07K
15.1K $138K
UNM
Unum Group

Financial Services
-9
- 0.11%
$70.48 - $82.91 $634 - $746
8.56K $690K
JLL
Jones Lang Lasalle Inc

Real Estate
-50
- 5.95%
$204.57 - $256.96 $10.2K - $12.8K
791 $202K
PODD
Insulet Corp

Healthcare
-395
- 17.32%
$238.57 - $327.47 $94.2K - $129K
1.89K $592K
PH
Parker Hannifin Corp

Industrials
-1.17K
- 13.08%
$517.23 - $700.54 $604K - $818K
7.76K $5.42M
IXUS
Ishares Tr

ETFs
-20.8K
- 9.73%
$62.37 - $77.63 $1.29M - $1.61M
192K $14.9M
NI
Nisource Inc.

Utilities
-205
- 1.53%
$37.11 - $40.64 $7.61K - $8.33K
13.2K $533K
HSIC
Henry Schein Inc

Healthcare
-1.01K
- 6.56%
$62.7 - $73.66 $63.5K - $74.5K
14.4K $1.05M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
-822
- 7.25%
$24.63 - $29.39 $20.2K - $24.2K
10.5K $303K
CNHI
Cnh Industrial N.V.

Industrials
-346
- 1.75%
N/A
19.4K $202K
FIX
Comfort Systems Usa Inc

Industrials
-603
- 40.5%
$296.51 - $536.21 $179K - $323K
886 $475K
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
-52
- 0.18%
N/A
28.3K $1.58M
ABC
Amerisourcebergen Corp

Healthcare
-12
- 0.19%
N/A
6.33K $1.17M
VICI
Vici Properties Inc.

Real Estate
-28
- 0.24%
$29.41 - $32.97 $823 - $923
11.5K $375K
BRP
Brp Group, Inc.

Financial Services
-41
- 0.05%
N/A
84.1K $3.37M
RNR
Renaissancere Holdings LTD

Financial Services
-37
- 1.32%
$220.37 - $253.95 $8.15K - $9.4K
2.77K $673K
IEF
Ishares Barclays

ETFs
-35
- 0.72%
$93.15 - $96.56 $3.26K - $3.38K
4.82K $461K
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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