Hb Wealth Management, LLC ETFs

Hb Wealth Management, LLC

$12.3 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
HEDJ Wisdomtree Europe Hedged Equit	$0	$292,000 0.0% of portfolio	6,080	Q2 2025 Reduced 6.58%
BBCA J P Morgan ETF Tr Betabuilders	$0	$290,000 0.0% of portfolio	3,597	Q2 2025 New
EQL Alps ETF Tr Equal Sector Weigh	$0	$284,000 0.0% of portfolio	6,483	Q2 2025 New
USO United States Oil Fund, LP	$5.38B	$284,000 0.0% of portfolio	3,897	Q2 2025 Reduced 0.94%
GDX Vaneck ETF Tr Gold Miners ETF	$0	$284,000 0.0% of portfolio	5,464	Q2 2025 Reduced 11.23%
IOO Ishares Tr Global 100 ETF	$0	$280,000 0.0% of portfolio	2,608	Q4 2024 New
VYMI Vanguard Whitehall Fds Intl Hi	$0	$274,000 0.0% of portfolio	3,421	Q2 2025 Added 6.81%
BIL Spdr Bloomberg 1 3 Month T Bil	$0	$264,000 0.0% of portfolio	2,883	Q2 2025 Added 20.58%
GVI Ishares Tr	$0	$261,000 0.0% of portfolio	2,450	Q2 2025 New
IRBO Ishares Robotics & Artificial	$0	$254,000 0.0% of portfolio	7,920	Q2 2025 Reduced 16.67%
SPIP Spdr Ser Tr Spdr Portfolio Tip	$0	$254,000 0.0% of portfolio	9,749	Q1 2025 Added 2.02%
VCR Vanguard Consumer Discretionar	$0	$253,000 0.0% of portfolio	699	Q2 2025 Reduced 83.81%
CMF Ishares California Muni Bond E	$0	$250,000 0.0% of portfolio	4,491	Q4 2024 Added 24.23%
EMB Ishares Tr	$0	$249,000 0.0% of portfolio	2,692	Q2 2025 Added 1.39%
PAVE Global X Fds Us Infrastructure	$0	$244,000 0.0% of portfolio	5,604	Q2 2025 Reduced 5.89%
IEI Ishares Barclays 3 7 Yr Treas	$0	$239,000 0.0% of portfolio	2,015	Q2 2025 New
BUFD First Tr Exc Trd Fd Viii Ft Cb	$0	$238,000 0.0% of portfolio	8,986	Q1 2025 New
QTEC First Trust Nasdaq 100 Technol	$0	$233,000 0.0% of portfolio	1,097	Q2 2025 Reduced 28.16%
IETC Ishares U S ETF Tr	$0	$232,000 0.0% of portfolio	2,500	Q2 2025 New
IGOV Ishares 1 3 International Trea	$0	$230,000 0.0% of portfolio	5,353	Q4 2023 New
XLRE Select Sector Spdr Tr Real Est	$0	$230,000 0.0% of portfolio	5,557	Q2 2025 Added 16.04%
URA Global X Uranium ETF	$0	$224,000 0.0% of portfolio	5,784	Q2 2025 New
SSO Proshares Ultra S&P 500	$0	$222,000 0.0% of portfolio	2,272	Q2 2025 New
PUTW Wisdomtree Tr Cboe S&P 500 Put	$0	$219,000 0.0% of portfolio	7,131	Q2 2025 Reduced 36.54%
HMOP Hartford Fds Exchange Traded T	$0	$216,000 0.0% of portfolio	5,645	Q2 2025 Reduced 11.52%
FRDM Ea Ser Tr Freedom 100 Emerging	$0	$214,000 0.0% of portfolio	5,300	Q2 2025 New
FTXN First Tr ETF Vi Nasdaq Oil & G	$0	$214,000 0.0% of portfolio	7,877	Q2 2025 New
PALL Abrdn Palladium ETF Trust	$187M	$210,000 0.0% of portfolio	2,095	Q2 2025 New
OMFL Invesco Exchange Traded Self I	$0	$209,000 0.0% of portfolio	3,631	Q2 2025 Reduced 51.05%
IJS Ishares S&P Smallcap 600 Value	$0	$207,000 0.0% of portfolio	2,085	Q2 2025 Reduced 10.48%
FNDF Schwab Fundamental Intl Large	$0	$207,000 0.0% of portfolio	5,193	Q2 2025 Reduced 39.56%
SLYG Spdr S&P 600 Small Cap Growth	$0	$205,000 0.0% of portfolio	2,310	Q2 2025 Reduced 14.22%
ARKF Ark ETF Tr Fintech Innovation	$0	$204,000 0.0% of portfolio	4,078	Q2 2025 Reduced 40.45%
KBE Spdr S&P Bank ETF	$0	$203,000 0.0% of portfolio	3,642	Q2 2025 New
ITA Ishares Tr	$0	$202,000 0.0% of portfolio	1,071	Q2 2025 Reduced 42.17%
VOOG Vanguard S&P 500 Growth ETF	$0	$199,000 0.0% of portfolio	504	Q2 2025 Reduced 52.5%
AZBO Aim ETF Prods Tr Allianzim Us	$0	$0 0.0% of portfolio	9,908	Q1 2023 Reduced 9.31%
CRDA Crawford & CO Class A	$0	$0 0.0% of portfolio	-	Q2 2025 New
RYT Invesco S&P 500 Equal Weight T	$0	$0 0.0% of portfolio	153,528	Q2 2025 Added 6.53%

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