Hb Wealth Management, LLC Options Holdings

Hb Wealth Management, LLC

  • $14.5 Billion
  • Q3 2025

Options Holdings Table

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

ETFs
CALL
$9.06 Million
13.6K
Q3 2025
Reduced 76.14%
AAPL
Apple Inc.

Technology
PUT
$5.73 Million
22.5K
Q3 2025
Reduced 0.88%
EFA
Ishares Tr Msci Eafe ETF

ETFs
CALL
$5.28 Million
56.5K
Q3 2025
Reduced 24.67%
MKC
Mccormick & CO Inc

Consumer Defensive
PUT
$4.29 Million
64.1K
Q1 2025
New holding
IWM
Ishares Russell 2000 ETF

ETFs
CALL
$2.42 Million
10K
Q3 2025
Reduced 6.54%
NVDA
Nvidia Corp

Technology
PUT
$3.4 Million
18.2K
Q3 2025
Reduced 24.79%
TROW
Price T Rowe Group Inc

Financial Services
PUT
$3.08 Million
30K
Q3 2025
Reduced 71.1%
AXSM
Axsome Therapeutics, Inc.

Healthcare
PUT
$3.13 Million
25.8K
Q3 2025
Added 3.61%
PRU
Prudential Financial Inc

Financial Services
PUT
$819,000
7.9K
Q1 2025
New holding
NUE
Nucor Corp

Basic Materials
PUT
$1.02 Million
7.5K
Q1 2024
New holding
EEM
Ishares Msci Emerging Markets

ETFs
CALL
$1.45 Million
27.2K
Q3 2025
Reduced 16.05%
DIS
Walt Disney CO

Communication Services
PUT
$1.05 Million
9.2K
Q1 2025
New holding
BX
Blackstone Inc.

Financial Services
PUT
$905,000
5.3K
Q1 2025
New holding
MSFT
Microsoft Corp

Technology
PUT
$414,000
800
Q3 2025
New holding
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
CALL
$4,000
2K
Q3 2025
New holding
ON
On Semiconductor Corp

Technology
CALL
$9,000
200
Q3 2025
New holding
FISV
Fiserv Inc

Technology
PUT
$212,000
1.7K
Q1 2024
New holding
SYK
Stryker Corp

Healthcare
PUT
$295,000
800
Q1 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 1,341
  • Current Value $14.5 Billion
  • Prior Value $12.3 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 216 stocks
  • Additional Purchases 866 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 181 stocks
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