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
VHT
Vanguard Health Care ETF

ETFs
-7.91K
- 50.81%
$236.71 - $261.92 $1.87M - $2.07M
7.66K $1.9M
TRMK
Trustmark Corp

Financial Services
-63.7K
- 85.39%
$30.79 - $36.78 $1.96M - $2.34M
10.9K $397K
MRK
Merck & Co., Inc.

Healthcare
-805
- 0.41%
$73.47 - $87.12 $59.1K - $70.1K
197K $15.6M
MLM
Martin Marietta Materials Inc

Basic Materials
-5.14K
- 53.38%
$452.51 - $568.19 $2.32M - $2.92M
4.49K $2.46M
LOW
Lowes Companies Inc

Consumer Cyclical
-6.61K
- 11.68%
$210.83 - $235.28 $1.39M - $1.55M
49.9K $11.1M
VV
Vanguard Large Cap ETF

ETFs
-10.8K
- 27.9%
$228.25 - $285.3 $2.46M - $3.07M
27.8K $7.94M
HES
Hess Corp

Energy
-10.9K
- 63.38%
$126.32 - $161.29 $1.37M - $1.75M
6.27K $868K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-80K
- 72.7%
$22.54 - $23.17 $1.8M - $1.85M
30.1K $690K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-21.9K
- 21.69%
$68.13 - $74.77 $1.49M - $1.64M
79.1K $5.76M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-21.6K
- 33.55%
$77.74 - $78.78 $1.68M - $1.7M
42.9K $3.37M
DHR
Danaher Corp

Healthcare
-5.41K
- 9.5%
$174.64 - $205.16 $945K - $1.11M
51.5K $10.2M
PGR
Progressive Corp

Financial Services
-3.66K
- 11.51%
$255.27 - $288.74 $935K - $1.06M
28.2K $7.51M
AZN
Astrazeneca PLC

Healthcare
-18.9K
- 40.62%
$64.87 - $75.0 $1.23M - $1.42M
27.7K $1.93M
COST
Costco Wholesale Corp

Consumer Defensive
-2.7K
- 10.06%
$908.13 - $1056.85 $2.45M - $2.85M
24.1K $23.9M
CSGP
Costar Group, Inc.

Real Estate
-19.4K
- 25.36%
$72.62 - $83.22 $1.41M - $1.62M
57.2K $4.6M
UNP
Union Pacific Corp

Industrials
-4.61K
- 7.86%
$208.27 - $238.46 $960K - $1.1M
54K $12.4M
ITW
Illinois Tool Works Inc

Industrials
-5.55K
- 22.78%
$218.41 - $252.43 $1.21M - $1.4M
18.8K $4.66M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-59.7K
- 48.26%
$22.68 - $23.28 $1.35M - $1.39M
64K $1.48M
AZO
Autozone Inc

Consumer Cyclical
-330
- 23.35%
$3478.38 - $3880.15 $1.15M - $1.28M
1.08K $4.02M
ADP
Automatic Data Processing Inc

Industrials
-4.87K
- 10.25%
$276.76 - $326.81 $1.35M - $1.59M
42.6K $13.1M
SO
Southern CO

Utilities
-14.3K
- 8.1%
$84.91 - $92.56 $1.22M - $1.33M
163K $14.9M
SBUX
Starbucks Corp

Consumer Cyclical
-11.3K
- 24.17%
$79.69 - $99.41 $897K - $1.12M
35.3K $3.24M
T
At&T Inc.

Communication Services
-69.6K
- 6.62%
$26.33 - $28.94 $1.83M - $2.01M
981K $28.4M
RSG
Republic Services, Inc.

Industrials
-5.73K
- 20.11%
$227.2 - $258.07 $1.3M - $1.48M
22.7K $5.61M
NSC
Norfolk Southern Corp

Industrials
-6.85K
- 25.14%
$206.34 - $257.46 $1.41M - $1.76M
20.4K $5.22M
EPD
Enterprise Products Partners L.P.

Energy
-24.4K
- 17.1%
$28.95 - $34.22 $707K - $836K
118K $3.67M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-20K
- 74.46%
$57.46 - $75.58 $1.15M - $1.51M
6.87K $519K
XLV
Select Sector Spdr Fund Health

ETFs
-6.66K
- 28.43%
$128.77 - $144.3 $857K - $961K
16.8K $2.26M
VCR
Vanguard Consumer Discretionar

ETFs
-3.62K
- 83.81%
$290.42 - $364.35 $1.05M - $1.32M
699 $253K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-2.29K
- 37.17%
$468.22 - $566.51 $1.07M - $1.3M
3.87K $2.19M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-27.4K
- 15.97%
$51.16 - $62.02 $1.4M - $1.7M
144K $8.94M
FIS
Fidelity National Information Services, Inc.

Technology
-18.2K
- 24.74%
$68.14 - $82.13 $1.24M - $1.49M
55.2K $4.5M
GBDC
Golub Capital Bdc, Inc.

Financial Services
-57.3K
- 22.81%
$13.03 - $15.28 $746K - $875K
194K $2.84M
HPE
Hewlett Packard Enterprise CO

Technology
-70.7K
- 61.43%
$12.51 - $20.45 $884K - $1.45M
44.4K $907K
SLB
Schlumberger Limited

Energy
-16.6K
- 44.32%
$31.95 - $42.2 $530K - $700K
20.8K $704K
VDE
Vanguard Energy ETF

ETFs
-6.15K
- 50.83%
$105.87 - $130.56 $651K - $803K
5.95K $712K
ET
Energy Transfer LP

Energy
-41.3K
- 22.23%
$15.65 - $18.93 $646K - $782K
144K $2.62M
VO
Vanguard Mid Cap ETF

ETFs
-11.8K
- 10.13%
$228.54 - $279.83 $2.7M - $3.31M
105K $29.3M
VNQ
Vanguard Specialized Funds Van

ETFs
-8.72K
- 28.33%
$79.79 - $91.42 $696K - $797K
22.1K $1.96M
COP
Conocophillips

Energy
-1.08K
- 2.29%
$82.66 - $106.1 $89.3K - $115K
46.2K $4.14M
MCK
Mckesson Corp

Healthcare
-1.79K
- 21.33%
$652.83 - $732.78 $1.17M - $1.31M
6.62K $4.85M
STWD
Starwood Property Trust, Inc.

Real Estate
-41.3K
- 59.52%
$17.28 - $20.41 $713K - $842K
28.1K $563K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-1.72K
- 10.84%
$212.1 - $244.27 $364K - $419K
14.1K $3.09M
NEE
Nextera Energy Inc

Utilities
-6.5K
- 3.1%
$64.11 - $75.0 $417K - $487K
203K $14.1M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-2.22K
- 20.68%
$376.48 - $440.65 $835K - $978K
8.51K $3.75M
MKC
Mccormick & CO Inc

Consumer Defensive
-282
- 0.25%
$71.11 - $82.25 $20.1K - $23.2K
112K $8.49M
RNST
Renasant Corp

Financial Services
-22.4K
- 75.51%
$27.68 - $36.52 $620K - $818K
7.27K $261K
OKE
Oneok Inc

Energy
-1.63K
- 4.7%
$78.71 - $100.37 $128K - $163K
33K $2.69M
XLE
Energy Sector Spdr

ETFs
-7.12K
- 49.38%
$76.44 - $94.13 $544K - $670K
7.3K $618K
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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