Hb Wealth Management, LLC Sells in Q3 2025

Hb Wealth Management, LLC

  • $14.5 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-2.43K
- 15.48%
$82.38 - $83.0 $200K - $202K
13.3K $1.1M
AVSU
American Centy ETF Tr Avantis

ETFs
-4.61K
- 16.43%
$68.72 - $74.09 $317K - $342K
23.4K $1.73M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-224
- 9.44%
$159.87 - $247.68 $35.8K - $55.5K
2.15K $382K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
-1.08K
- 10.61%
$164.12 - $188.32 $178K - $204K
9.14K $1.59M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-1.35K
- 13.51%
$48.34 - $67.22 $65.2K - $90.6K
8.63K $423K
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
-3.69K
- 17.39%
$67.52 - $76.75 $249K - $283K
17.5K $1.31M
DEO
Diageo PLC

Consumer Defensive
-119
- 0.49%
$93.64 - $115.33 $11.1K - $13.7K
24.1K $2.3M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.65K
- 33.81%
$85.01 - $90.35 $140K - $149K
3.22K $288K
SITE
Site One Landscape Supply, Inc.

Industrials
-1.26K
- 36.02%
$121.97 - $152.97 $154K - $193K
2.24K $288K
SBAC
Sba Communications Corp

Real Estate
-152
- 6.94%
$191.35 - $239.35 $29.1K - $36.4K
2.04K $394K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-2.14K
- 17.35%
$72.04 - $77.35 $154K - $165K
10.2K $781K
GIS
General Mills Inc

Consumer Defensive
-1.22K
- 3.2%
$48.44 - $53.83 $59.1K - $65.7K
36.9K $1.86M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-1.02K
- 2.51%
$86.07 - $90.74 $87.8K - $92.6K
39.6K $3.54M
CSL
Carlisle Companies Inc

Industrials
-20
- 0.84%
$327.52 - $435.11 $6.55K - $8.7K
2.36K $775K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-2.29K
- 10.24%
$126.64 - $135.65 $290K - $311K
20.1K $2.72M
VGSH
Vanguard

ETFs
-2K
- 2.06%
$58.43 - $58.88 $117K - $118K
95.3K $5.61M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
-1.23K
- 12.69%
$61.86 - $71.34 $75.8K - $87.4K
8.43K $540K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-4.73K
- 7.39%
$22.9 - $23.58 $108K - $112K
59.3K $1.39M
CIEN
Ciena Corp

Technology
-3.56K
- 53.42%
$77.75 - $145.67 $277K - $518K
3.1K $452K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-3.77K
- 18.43%
$24.39 - $24.93 $92K - $94.1K
16.7K $412K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-3.44K
- 2.8%
$12.11 - $12.64 $41.6K - $43.5K
120K $1.48M
WIT
Wipro LTD

Technology
-24.1K
- 44.83%
$2.63 - $3.11 $63.4K - $74.9K
29.6K $77K
WSO
Watsco Inc

Industrials
-56
- 3.58%
$381.94 - $489.97 $21.4K - $27.4K
1.51K $610K
EQIX
Equinix Inc

Real Estate
-66
- 2.93%
$756.7 - $811.13 $49.9K - $53.5K
2.18K $1.71M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-268
- 13.08%
$534.91 - $598.71 $143K - $160K
1.78K $1M
RPAY
Repay Holdings Corp

Technology
-24.1K
- 18.36%
$4.64 - $5.96 $112K - $144K
107K $560K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-3.47K
- 11.76%
$20.41 - $20.67 $70.8K - $71.7K
26K $535K
DOW
Dow Inc.

Basic Materials
-262
- 1.48%
$20.87 - $30.37 $5.47K - $7.96K
17.5K $401K
DOX
Amdocs LTD

Technology
-191
- 3.76%
$81.2 - $92.62 $15.5K - $17.7K
4.88K $400K
FTV
Fortive Corp

Technology
-541
- 5.36%
$46.55 - $53.34 $25.2K - $28.9K
9.55K $467K
CNI
Canadian National Railway CO

Industrials
-90
- 1.76%
$92.01 - $106.6 $8.28K - $9.59K
5.02K $473K
ACI
Albertsons Companies, Inc.

Consumer Defensive
-760
- 6.73%
$17.45 - $22.74 $13.3K - $17.3K
10.5K $184K
WCC
Wesco International Inc

Industrials
-431
- 26.69%
$189.22 - $227.19 $81.6K - $97.9K
1.18K $250K
IEF
Ishares Barclays

ETFs
-529
- 10.98%
$93.91 - $97.26 $49.7K - $51.5K
4.29K $413K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-2.12K
- 7.04%
$22.64 - $23.22 $47.9K - $49.1K
27.9K $646K
FISV
Fiserv Inc

Technology
-352
- 1.08%
N/A
32.3K $4.04M
GNW
Genworth Financial Inc

Financial Services
-6.89K
- 37.63%
$7.26 - $9.11 $50K - $62.7K
11.4K $101K
CSWI
Csw Industrials, Inc.

Industrials
-217
- 6.06%
$289.31 - $293.0 $62.8K - $63.6K
3.37K $986K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
-2.32K
- 6.84%
$18.61 - $18.94 $43.2K - $43.9K
31.6K $594K
EMB
Ishares Tr

ETFs
-496
- 18.42%
$91.52 - $95.59 $45.4K - $47.4K
2.2K $209K
HQY
Healthequity, Inc.

Healthcare
-113
- 3.97%
$87.42 - $103.12 $9.88K - $11.7K
2.73K $258K
IRT
Independence Realty Trust, Inc.

Real Estate
-1.07K
- 8.96%
$16.35 - $18.11 $17.5K - $19.4K
10.9K $178K
DNP
Dnp Select Income Fund Inc

Financial Services
-4.64K
- 7.17%
$9.65 - $10.02 $44.7K - $46.5K
60K $600K
IWS
Ishares Russell Midcap Value E

ETFs
-543
- 8.9%
$132.83 - $140.61 $72.1K - $76.4K
5.56K $776K
NOK
Nokia Corp

Technology
-4.68K
- 22.93%
$4.05 - $5.23 $18.9K - $24.5K
15.7K $75K
ACGL
Arch Capital Group Ltd.

Financial Services
-274
- 2.12%
$85.61 - $93.54 $23.5K - $25.6K
12.7K $1.15M
UA
Under Armour Inc Cl C

Consumer Cyclical
-1.27K
- 9.81%
$4.66 - $6.93 $5.92K - $8.8K
11.7K $56K
AON
Aon PLC

Financial Services
-73
- 0.99%
$350.91 - $375.27 $25.6K - $27.4K
7.28K $2.6M
EQH
Equitable Holdings, Inc.

Financial Services
-17
- 0.36%
$50.09 - $55.88 $852 - $950
4.77K $242K
Activity Summary
Buys All Purchases 1082 New Holdings 216 Increased Positions 866 Sells All Sells 181 Reductions 181 Sold out 0 Options Calls 6 Puts 6
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