Hb Wealth Management, LLC Sells in Q2 2025

Hb Wealth Management, LLC

  • $12.3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CIEN
Ciena Corp

Technology
-1.31K
- 16.42%
$53.5 - $83.89 $70K - $110K
6.66K $541K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-180
- 3.54%
$70.54 - $93.95 $12.7K - $16.9K
4.91K $461K
AVSD
American Centy ETF Tr Avantis

ETFs
-156
- 1.6%
$53.85 - $67.74 $8.4K - $10.6K
9.6K $648K
EVR
Evercore Inc.

Financial Services
-155
- 10.22%
$163.77 - $271.5 $25.4K - $42.1K
1.36K $367K
FDN
First Tr Fd Dow Jones

ETFs
-398
- 10.86%
$200.29 - $269.33 $79.7K - $107K
3.27K $879K
SRI
Stoneridge Inc

Consumer Cyclical
-8
- 0.03%
$3.61 - $7.04 $28.9 - $56.3
27.9K $196K
MKL
Markel Corp

Financial Services
-78
- 4.43%
$1678.5 - $1997.36 $131K - $156K
1.68K $3.36M
CM
Canadian Imperial Bank Of Commerce

Financial Services
-83
- 1.59%
$54.6 - $70.83 $4.53K - $5.88K
5.14K $364K
KMI
Kinder Morgan, Inc.

Energy
-299
- 0.33%
$25.21 - $29.4 $7.54K - $8.79K
91.6K $2.69M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-42
- 0.69%
$86.12 - $108.35 $3.62K - $4.55K
6.05K $655K
WDC
Western Digital Corp

Technology
-1.93K
- 23.15%
$30.54 - $63.99 $58.9K - $124K
6.41K $409K
RL
Ralph Lauren Corp

Consumer Cyclical
-135
- 6.33%
$182.34 - $286.22 $24.6K - $38.6K
2K $548K
NU
Nu Holdings Ltd.

Financial Services
-509
- 2.08%
$9.6 - $13.72 $4.89K - $6.98K
23.9K $328K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-576
- 8.03%
$60.61 - $87.72 $34.9K - $50.5K
6.6K $559K
HBAN
Huntington Bancshares Inc

Financial Services
-2.52K
- 3.16%
$12.49 - $16.76 $31.4K - $42.2K
77.2K $1.29M
BWXT
Bwx Technologies, Inc.

Industrials
-436
- 12.19%
$89.24 - $144.06 $38.9K - $62.8K
3.14K $452K
FTNT
Fortinet, Inc.

Technology
-290
- 2.07%
$84.71 - $108.69 $24.6K - $31.5K
13.8K $1.45M
DDOG
Datadog, Inc.

Technology
-145
- 4.15%
$87.0 - $134.33 $12.6K - $19.5K
3.35K $449K
FLEX
Flex Ltd.

Technology
-260
- 3.68%
$26.68 - $50.09 $6.94K - $13K
6.81K $339K
DAKT
Daktronics Inc

Technology
-1
- -0.0%
$11.31 - $16.03 $11.3 - $16
36.3K $549K
EVLV
Evolv Technologies Holdings, Inc.

Industrials
-54
- 0.15%
$2.85 - $6.24 $154 - $337
35.7K $222K
BZH
Beazer Homes Usa Inc

Consumer Cyclical
-149
- 0.26%
$17.94 - $23.34 $2.67K - $3.48K
57.4K $1.28M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-263
- 4.43%
$160.22 - $209.35 $42.1K - $55.1K
5.67K $1.19M
MTZ
Mastec Inc

Industrials
-96
- 4.0%
$106.07 - $171.99 $10.2K - $16.5K
2.3K $392K
PSTG
Pure Storage, Inc.

Technology
-169
- 1.83%
$37.18 - $57.58 $6.28K - $9.73K
9.08K $522K
RMD
Resmed Inc

Healthcare
-3
- 0.09%
$204.54 - $258.0 $614 - $774
3.37K $869K
CELH
Celsius Holdings, Inc.

Consumer Defensive
-2.81K
- 12.19%
$33.89 - $46.39 $95.1K - $130K
20.2K $938K
AYI
Acuity Brands Inc

Industrials
-147
- 2.91%
$223.31 - $304.18 $32.8K - $44.7K
4.9K $1.46M
TTD
Trade Desk, Inc.

Technology
-1.11K
- 9.01%
$45.27 - $79.4 $50.4K - $88.4K
11.2K $809K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-927
- 10.18%
$40.51 - $71.03 $37.6K - $65.8K
8.18K $574K
DELL
Dell Technologies Inc.

Technology
-837
- 10.75%
$71.63 - $125.98 $60K - $105K
6.95K $852K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-195
- 3.7%
$180.84 - $240.32 $35.3K - $46.9K
5.07K $1.22M
LDOS
Leidos Holdings, Inc.

Technology
-120
- 1.55%
$132.9 - $160.3 $15.9K - $19.2K
7.62K $1.2M
ZS
Zscaler, Inc.

Technology
-599
- 18.56%
$174.67 - $315.32 $105K - $189K
2.63K $825K
DE
Deere & CO

Industrials
-436
- 3.98%
$412.99 - $531.48 $180K - $232K
10.5K $5.36M
EMR
Emerson Electric CO

Industrials
-3K
- 11.54%
$94.15 - $133.33 $282K - $399K
23K $3.06M
NET
Cloudflare, Inc.

Technology
-206
- 6.66%
$97.08 - $195.83 $20K - $40.3K
2.89K $565K
AGYS
Agilysys Inc

Technology
-307
- 5.1%
$65.76 - $118.19 $20.2K - $36.3K
5.71K $654K
GE
General Electric CO

Industrials
-6.48K
- 19.58%
$166.81 - $257.39 $1.08M - $1.67M
26.6K $6.86M
FSLR
First Solar, Inc.

Technology
-318
- 4.27%
$120.38 - $192.98 $38.3K - $61.4K
7.13K $1.18M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-148K
- 9.79%
$17.76 - $22.1 $2.63M - $3.28M
1.37M $30.2M
SNOW
Snowflake Inc.

Technology
-281
- 7.12%
$130.53 - $223.77 $36.7K - $62.9K
3.66K $819K
STX
Seagate Technology Holdings PLC

Technology
-1
- 0.02%
$66.54 - $144.33 $66.5 - $144
4.12K $594K
ADI
Analog Devices Inc

Technology
-1.48K
- 9.0%
$164.6 - $238.02 $243K - $351K
14.9K $3.55M
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
-154
- 1.48%
$140.37 - $177.56 $21.6K - $27.3K
10.2K $1.76M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.14K
- 2.41%
$39.89 - $49.46 $85.3K - $106K
86.6K $4.28M
ANSS
Ansys Inc

Technology
-791
- 4.97%
$284.19 - $351.22 $225K - $278K
15.1K $5.32M
AVDV
American Centy ETF Tr Avantis

ETFs
-11.8K
- 9.3%
$61.76 - $79.32 $731K - $939K
115K $9.16M
ASML
Asml Holding Nv

Technology
-711
- 11.52%
$595.37 - $815.24 $423K - $580K
5.46K $4.38M
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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