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
CRH.L
Crh PLC

Basic Materials
941
+ 0.83%
N/A
114K $0
Perimeter Solutions Inc
8.16K
New
N/A
8.16K $0
Ferguson Enterprises Inc
298
+ 7.83%
N/A
4.11K $0
Fidelity Wise Origin Bitcoin
21
+ 0.61%
N/A
3.47K $0
Paramount Skydance Corp
41.3K
New
N/A
41.3K $0
Coastalsouth Bancshares Inc
38.2K
New
N/A
38.2K $0
Brookfield Infrastructure CO
4.48K
New
N/A
4.48K $0
Brookfield Renewable Corp
542
+ 3.84%
N/A
14.6K $0
Reddit Inc
299
+ 31.91%
N/A
1.24K $0
Rb Global Inc
271
+ 10.99%
N/A
2.74K $0
Corpay Inc
33
+ 1.93%
N/A
1.74K $0
Root Inc
3
+ 0.01%
N/A
21.3K $0
Franklin Crypto Index ETF
17.2K
New
N/A
17.2K $0
Forward Air Corp
69
+ 0.75%
N/A
9.29K $0
Bunge Global Sa
2.27K
New
N/A
2.27K $0
Primo Brands Corporation
25.2K
New
N/A
25.2K $0
Sandisk Corp
556
+ 17.91%
N/A
3.66K $0
Pacer Fds Tr
27.5K
New
N/A
27.5K $0
OSK
Oshkosh Corp

Industrials
98
+ 4.08%
$120.42 - $139.9 $11.8K - $13.7K
2.5K $311K
Blackrock Inc
228
+ 2.86%
N/A
8.2K $0
Ge Vernova Inc
1.19K
+ 9.15%
N/A
14.2K $0
Solventum Corp
463
+ 12.57%
N/A
4.15K $0
ONB
Old National Bancorp

Financial Services
730
+ 5.88%
$19.6 - $22.57 $14.3K - $16.5K
13.1K $272K
MOGA
Moog Inc Cla
871
New
N/A
871 $0
Barrick Mng Corp
7.58K
New
N/A
7.58K $0
Morgan Stanley Pathway Fds
229
+ 6.12%
N/A
3.97K $0
Ge Healthcare Technologies I
2.24K
+ 20.87%
N/A
13K $0
Cooper Cos Inc
659
+ 18.96%
N/A
4.14K $0
MRCC
Monroe Capital Corp

Financial Services
316
+ 2.82%
$6.44 - $7.06 $2.04K - $2.23K
11.5K $76K
GRAB
Grab Holdings LTD

Technology
4.1K
+ 10.52%
$5.41 - $6.39 $22.2K - $26.2K
43.1K $233K
HYD
Vaneck High Yield Muni ETF

ETFs
30
+ 0.21%
$50.62 - $51.21 $1.52K - $1.54K
14.7K $742K
MAS
Masco Corp

Industrials
1.15K
+ 17.76%
$59.36 - $71.0 $68.2K - $81.6K
7.62K $452K
GGG
Graco Inc

Industrials
1.06K
+ 5.8%
$80.15 - $84.86 $85K - $90K
19.3K $1.55M
IFRA
Ishares Tr

ETFs
46
+ 0.56%
$52.02 - $54.04 $2.39K - $2.49K
8.32K $433K
BHR
Braemar Hotels & Resorts Inc.

Real Estate
13
+ 0.06%
$2.48 - $2.81 $32.2 - $36.5
23.3K $61K
CASY
Caseys General Stores Inc

Consumer Cyclical
36
+ 4.29%
$513.19 - $567.48 $18.5K - $20.4K
875 $470K
ALIT
Alight, Inc.

Technology
6.82K
+ 34.45%
$2.27 - $3.27 $15.5K - $22.3K
26.6K $60K
RGLD
Royal Gold Inc

Basic Materials
104
+ 6.44%
$169.08 - $206.65 $17.6K - $21.5K
1.72K $319K
CHCO
City Holding CO

Financial Services
27
+ 1.27%
$117.04 - $123.58 $3.16K - $3.34K
2.15K $259K
GHC
Graham Holdings CO

Consumer Defensive
20
+ 8.44%
$949.84 - $1161.41 $19K - $23.2K
257 $275K
GATX
Gatx Corp

Industrials
138
+ 9.45%
$152.11 - $176.26 $21K - $24.3K
1.6K $251K
AVT
Avnet Inc

Technology
508
+ 10.41%
$46.45 - $53.07 $23.6K - $27K
5.39K $250K
WMB
Williams Companies, Inc.

Energy
2.69K
+ 3.75%
$56.51 - $64.48 $152K - $173K
74.3K $4.53M
LSCC
Lattice Semiconductor Corp

Technology
318
+ 10.97%
$62.51 - $74.58 $19.9K - $23.7K
3.22K $206K
ONL
Orion Office Reit Inc.

Real Estate
145
+ 0.76%
$2.4 - $2.74 $348 - $397
19.2K $45K
GWW
W.W. Grainger, Inc.

Industrials
34
+ 2.32%
$926.21 - $979.0 $31.5K - $33.3K
1.5K $1.39M
PHM
Pultegroup Inc

Consumer Cyclical
477
+ 10.28%
$118.23 - $137.61 $56.4K - $65.6K
5.12K $605K
PPC
Pilgrims Pride Corp

Consumer Defensive
290
+ 5.13%
$36.61 - $41.24 $10.6K - $12K
5.94K $222K
MTCH
Match Group, Inc.

Communication Services
442
+ 6.16%
$31.45 - $34.76 $13.9K - $15.4K
7.62K $245K
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
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