Hb Wealth Management, LLC Purchases in Q4 2025

Hb Wealth Management, LLC

  • $15 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
1.95M
+ 18.74%
$47.34 - $48.01 $92.5M - $93.8M
12.4M $587M
AVUS
American Centy ETF Tr Avantis

ETFs
487K
+ 10.22%
$105.96 - $111.17 $51.6M - $54.1M
5.25M $573M
VTI
Vanguard Total Stock Market Et

ETFs
96.3K
+ 1.13%
$321.8 - $337.95 $31M - $32.5M
8.65M $2.85B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
400K
+ 5.55%
$72.17 - $75.74 $28.9M - $30.3M
7.61M $570M
NOW
Service Now, Inc.

Technology
48.4K
+ 463.24%
$835.79 - $946.29 $40.5M - $45.8M
58.9K $49.2M
VIG
Vanguard Dividend Appreciation

ETFs
195K
+ 3.53%
N/A
5.71M $1.04B
AAPL
Apple Inc.

Technology
17.6K
+ 1.16%
$245.27 - $275.25 $4.33M - $4.86M
1.54M $412M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
445K
+ 25.66%
$50.85 - $51.0 $22.6M - $22.7M
2.18M $111M
GOOGL
Alphabet Inc.

Communication Services
14.4K
+ 3.43%
$236.57 - $291.31 $3.4M - $4.19M
434K $120M
LLY
Eli Lilly & CO

Healthcare
2.25K
+ 3.96%
$799.57 - $1025.28 $1.8M - $2.31M
59.1K $60.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
20.1K
+ 4.56%
$653.02 - $687.39 $13.1M - $13.8M
461K $307M
NVDA
Nvidia Corp

Technology
66.8K
+ 7.03%
$179.83 - $207.04 $12M - $13.8M
1.02M $190M
DUHP
Dimensional ETF Tr Dimensional

ETFs
295K
+ 19.22%
$37.18 - $38.47 $11M - $11.3M
1.83M $68.9M
XLK
Technology Sector Spdr

ETFs
33.5K
+ 101.22%
$278.39 - $304.13 $9.32M - $10.2M
66.6K $19.2M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
63.2K
+ 5.51%
$127.15 - $133.03 $8.04M - $8.41M
1.21M $158M
AVGO
Broadcom Inc.

Technology
13.7K
+ 5.86%
$324.63 - $385.98 $4.44M - $5.27M
247K $84.5M
IVV
Ishares Core S&P 500 ETF

ETFs
9.07K
+ 4.38%
$656.2 - $690.71 $5.95M - $6.26M
216K $146M
JNJ
Johnson & Johnson

Healthcare
15.3K
+ 5.46%
$185.98 - $199.58 $2.85M - $3.06M
296K $59.2M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
141K
+ 1.51%
$50.57 - $50.77 $7.11M - $7.14M
9.44M $478M
IWD
Ishares Russell 1000 Val ETF

ETFs
28.1K
+ 13.58%
$199.44 - $208.01 $5.6M - $5.84M
235K $48.1M
AMD
Advanced Micro Devices Inc

Technology
5.04K
+ 8.41%
$164.01 - $264.33 $826K - $1.33M
64.9K $15.6M
IWF
Ishares Russell 1000 Gr ETF

ETFs
10.8K
+ 11.93%
$459.47 - $491.71 $4.94M - $5.29M
101K $47.5M
CSCO
Cisco Systems, Inc.

Technology
9.86K
+ 2.4%
$67.46 - $78.0 $665K - $769K
421K $32.7M
XLY
Select Sector Spdr Consumer Di

ETFs
19.1K
+ 104.7%
$228.75 - $242.18 $4.37M - $4.63M
37.3K $8.62M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5.98K
+ 3.6%
$475.68 - $513.11 $2.84M - $3.07M
172K $87.5M
CAT
Caterpillar Inc

Industrials
814
+ 1.83%
$480.82 - $585.49 $391K - $477K
45.4K $25.1M
MSFT
Microsoft Corp

Technology
18K
+ 3.51%
$496.82 - $542.07 $8.94M - $9.76M
530K $269M
KO
Coca Cola CO

Consumer Defensive
16K
+ 2.74%
$66.1 - $71.61 $1.06M - $1.14M
600K $42.4M
AMGN
Amgen Inc

Healthcare
1.17K
+ 2.13%
$290.13 - $341.71 $339K - $399K
56K $19.1M
ISRG
Intuitive Surgical Inc

Healthcare
1.5K
+ 5.71%
$429.59 - $576.2 $644K - $864K
27.8K $15.2M
XOM
Exxon Mobil Corp

Energy
15.8K
+ 5.05%
$110.64 - $119.78 $1.75M - $1.89M
329K $38.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.58K
+ 1.88%
$600.51 - $631.95 $2.15M - $2.26M
194K $120M
MU
Micron Technology Inc

Technology
3.76K
+ 13.77%
$181.6 - $253.3 $682K - $951K
31K $7.66M
AVEM
American Centy ETF Tr Avantis

ETFs
6.6K
+ 0.64%
$73.09 - $78.36 $483K - $517K
1.04M $80.9M
TPL
Texas Pacific Land Corp

Energy
2.86K
+ 198.75%
$889.25 - $1022.65 $2.54M - $2.92M
4.3K $4.4M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.3K
+ 4.76%
$524.58 - $588.02 $684K - $767K
28.7K $16.3M
IEFA
Ishares Tr

ETFs
29.5K
+ 16.19%
$86.09 - $89.88 $2.54M - $2.65M
211K $18.8M
SPYG
Spdr Portfolio

ETFs
12.6K
+ 0.26%
$102.4 - $109.39 $1.29M - $1.37M
4.78M $501M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
113K
+ 279.82%
$23.36 - $23.46 $2.64M - $2.65M
153K $3.59M
EFA
Ishares Tr Msci Eafe ETF

ETFs
21.6K
+ 8.97%
$92.24 - $96.56 $1.99M - $2.09M
263K $25M
IBM
International Business Machines Corp

Technology
4.11K
+ 4.97%
$275.97 - $314.98 $1.13M - $1.29M
86.7K $25.8M
ABBV
Abb Vie Inc.

Healthcare
8.45K
+ 6.68%
$211.96 - $244.38 $1.79M - $2.07M
135K $31.6M
VGT
Vanguard Information Technolog

ETFs
2.65K
+ 9.94%
$736.33 - $801.52 $1.95M - $2.12M
29.3K $22.1M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
82.2K
+ 5.49%
$26.44 - $27.53 $2.17M - $2.26M
1.58M $43M
MRK
Merck & Co., Inc.

Healthcare
1.3K
+ 0.57%
$82.49 - $92.93 $108K - $121K
228K $21.2M
CB
Chubb LTD

Financial Services
4.67K
+ 11.21%
$268.2 - $296.22 $1.25M - $1.38M
46.3K $13.7M
XLE
Energy Sector Spdr

ETFs
20.4K
+ 118.21%
$85.22 - $92.02 $1.74M - $1.88M
37.7K $3.47M
DHR
Danaher Corp

Healthcare
2.85K
+ 5.27%
$202.46 - $223.01 $576K - $635K
56.9K $12.5M
GLD
Spdr Gold Trust

ETFs
1.15K
+ 1.73%
$354.79 - $403.15 $407K - $463K
67.3K $25.3M
Activity Summary
Buys All Purchases 923 New Holdings 120 Increased Positions 803 Sells All Sells 362 Reductions 362 Sold out 0 Options Calls 2 Puts 6
Track This Portfolio

Track Hb Wealth Management, LLC Portfolio

Follow Hb Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hb Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email