Hb Wealth Management, LLC Options Holdings

Hb Wealth Management, LLC

  • $12.3 Billion
  • Q2 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
CALL
$35.2 Million
57K
Q2 2025
Added 640.0%
TROW
Price T Rowe Group Inc

Financial Services
PUT
$10 Million
104K
Q2 2025
Added 246.0%
SPY
Spdr S&P 500 ETF Trust

ETFs
PUT
$6.86 Million
11.1K
Q2 2025
Added 640.0%
EFA
Ishares Tr Msci Eafe ETF

ETFs
CALL
$6.7 Million
75K
Q1 2025
New holding
MKC
Mccormick & CO Inc

Consumer Defensive
PUT
$4.86 Million
64.1K
Q1 2025
New holding
AAPL
Apple Inc.

Technology
PUT
$4.66 Million
22.7K
Q1 2025
New holding
NVDA
Nvidia Corp

Technology
PUT
$3.82 Million
24.2K
Q2 2025
Reduced 13.57%
AXSM
Axsome Therapeutics, Inc.

Healthcare
PUT
$2.6 Million
24.9K
Q1 2025
New holding
IWM
Ishares Russell 2000 ETF

ETFs
CALL
$2.31 Million
10.7K
Q1 2025
New holding
PRU
Prudential Financial Inc

Financial Services
PUT
$848,000
7.9K
Q1 2025
New holding
NUE
Nucor Corp

Basic Materials
PUT
$971,000
7.5K
Q1 2024
New holding
ALGN
Align Technology Inc

Healthcare
PUT
$927,000
4.9K
Q1 2025
New holding
EEM
Ishares Msci Emerging Markets

ETFs
CALL
$1.56 Million
32.4K
Q1 2025
New holding
DIS
Walt Disney CO

Communication Services
PUT
$1.14 Million
9.2K
Q1 2025
New holding
BX
Blackstone Inc.

Financial Services
PUT
$792,000
5.3K
Q1 2025
New holding
FISV
Fiserv Inc

Technology
PUT
$212,000
1.7K
Q1 2024
New holding
AMZN
Amazon Com Inc

Consumer Cyclical
PUT
$307,000
1.4K
Q1 2025
New holding
SYK
Stryker Corp

Healthcare
PUT
$316,000
800
Q1 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 1,162
  • Current Value $12.3 Billion
  • Prior Value $11.8 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 96 stocks
  • Additional Purchases 339 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 657 stocks
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