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
FNDA
Schwab Fundamental U S Small C

ETFs
632
+ 1.78%
$29.85 - $31.55 $18.9K - $19.9K
36.1K $1.1M
UWMC
Uwm Holdings Corp

Financial Services
1.3K
+ 8.02%
$5.09 - $6.26 $6.6K - $8.12K
17.5K $89K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
383
+ 1.89%
$13.49 - $14.59 $5.17K - $5.59K
20.7K $292K
R
Ryder System Inc

Industrials
88
+ 8.1%
$160.2 - $194.22 $14.1K - $17.1K
1.17K $193K
KFY
Korn Ferry

Industrials
87
+ 2.39%
$64.22 - $71.33 $5.59K - $6.21K
3.73K $242K
VAW
Vanguard Materials ETF

ETFs
2
+ 0.13%
$192.26 - $206.3 $385 - $413
1.56K $305K
ADM
Archer Daniels Midland CO

Consumer Defensive
318
+ 1.1%
$56.0 - $63.38 $17.8K - $20.2K
29.2K $1.71M
LEN
Lennar Corp

Consumer Cyclical
241
+ 2.79%
$117.91 - $130.07 $28.4K - $31.3K
8.87K $1.07M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
968
+ 12.1%
$153.8 - $189.34 $149K - $183K
8.97K $1.41M
TOL
Toll Brothers, Inc.

Consumer Cyclical
56
+ 1.83%
$127.26 - $142.72 $7.13K - $7.99K
3.12K $406K
OC
Owens Corning

Industrials
1.14K
+ 33.81%
$101.83 - $141.3 $116K - $162K
4.52K $460K
USFD
Us Foods Holding Corp.

Consumer Defensive
317
+ 3.73%
$71.4 - $77.21 $22.6K - $24.5K
8.82K $632K
WY
Weyerhaeuser CO

Real Estate
1.93K
+ 8.14%
$22.13 - $25.12 $42.7K - $48.4K
25.6K $566K
CLH
Clean Harbors Inc

Industrials
23
+ 2.32%
$204.29 - $246.19 $4.7K - $5.66K
1.01K $208K
VIS
Vanguard Industrial ETF

ETFs
1
+ 0.02%
$289.12 - $301.69 $289 - $302
5.4K $1.58M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
737
+ 24.05%
$77.25 - $114.12 $56.9K - $84.1K
3.8K $310K
WSM
Williams Sonoma Inc

Consumer Cyclical
240
+ 4.75%
$181.45 - $199.63 $43.5K - $47.9K
5.29K $963K
DPZ
Dominos Pizza Inc

Consumer Cyclical
10
+ 0.77%
$398.46 - $431.24 $3.98K - $4.31K
1.32K $539K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
66
+ 0.29%
$74.62 - $78.21 $4.92K - $5.16K
22.7K $1.69M
MP
Mp Materials Corp.

Basic Materials
435
+ 7.13%
$51.95 - $98.65 $22.6K - $42.9K
6.53K $383K
URBN
Urban Outfitters Inc

Consumer Cyclical
69
+ 2.39%
$61.37 - $73.13 $4.23K - $5.05K
2.96K $181K
COIN
Coinbase Global, Inc.

Technology
693
+ 16.72%
$283.14 - $387.27 $196K - $268K
4.84K $1.37M
FSS
Federal Signal Corp

Industrials
172
+ 3.33%
$109.74 - $129.76 $18.9K - $22.3K
5.33K $585K
TDY
Teledyne Technologies Inc

Technology
78
+ 9.55%
$501.23 - $593.62 $39.1K - $46.3K
895 $448K
ATLC
Atlanticus Holdings Corp

Financial Services
5
+ 0.08%
$51.0 - $61.24 $255 - $306
6.38K $340K
LYV
Live Nation Entertainment, Inc.

Communication Services
719
+ 15.22%
$134.79 - $158.88 $96.9K - $114K
5.44K $739K
JBL
Jabil Inc

Technology
232
+ 4.48%
$193.99 - $222.32 $45K - $51.6K
5.41K $1.09M
WTW
Willis Towers Watson PLC

Financial Services
117
+ 3.83%
$313.1 - $349.93 $36.6K - $40.9K
3.17K $1.02M
AUB
Atlantic Union Bankshares Corp

Financial Services
143
+ 1.0%
$32.36 - $36.13 $4.63K - $5.17K
14.4K $467K
SYK
Stryker Corp

Healthcare
287
+ 1.99%
$353.81 - $388.35 $102K - $111K
14.7K $5.31M
VNT
Vontier Corp

Technology
340
+ 4.31%
$35.9 - $43.21 $12.2K - $14.7K
8.24K $295K
IR
Ingersoll Rand Inc.

Industrials
436
+ 4.54%
$75.47 - $84.18 $32.9K - $36.7K
10K $757K
SATS
Echo Star Corp

Technology
98
+ 2.03%
$67.4 - $79.5 $6.61K - $7.79K
4.93K $332K
CL
Colgate Palmolive CO

Consumer Defensive
708
+ 0.86%
$74.98 - $79.86 $53.1K - $56.5K
82.9K $6.54M
SE
Sea LTD

Consumer Cyclical
139
+ 8.83%
$140.04 - $192.69 $19.5K - $26.8K
1.71K $241K
NTAP
Net App, Inc.

Technology
128
+ 2.06%
$109.44 - $121.82 $14K - $15.6K
6.35K $695K
CCL
Carnival Corp

Consumer Cyclical
1.94K
+ 5.96%
$26.02 - $30.0 $50.3K - $58.1K
34.4K $894K
FOUR
Shift4 Payments, Inc.

Technology
24
+ 0.39%
$66.15 - $79.5 $1.59K - $1.91K
6.22K $434K
SYY
Sysco Corp

Consumer Defensive
2.34K
+ 8.05%
$72.9 - $83.27 $170K - $195K
31.4K $2.34M
SSRM
Ssr Mining Inc.

Basic Materials
110
+ 0.71%
$19.48 - $25.8 $2.14K - $2.84K
15.6K $331K
TTWO
Take Two Interactive Software Inc

Communication Services
413
+ 6.67%
$232.0 - $262.29 $95.8K - $108K
6.6K $1.55M
KMX
Carmax Inc

Consumer Cyclical
844
+ 11.46%
$30.88 - $46.81 $26.1K - $39.5K
8.21K $282K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
823
+ 0.93%
$136.06 - $140.64 $112K - $116K
89.3K $12.3M
EVR
Evercore Inc.

Financial Services
119
+ 5.71%
$291.66 - $334.01 $34.7K - $39.7K
2.2K $652K
TRS
Trimas Corp

Consumer Cyclical
179
+ 2.35%
$31.08 - $39.95 $5.56K - $7.15K
7.79K $243K
CSL
Carlisle Companies Inc

Industrials
3
+ 0.13%
$306.54 - $340.49 $920 - $1.02K
2.36K $723K
RMD
Resmed Inc

Healthcare
238
+ 6.34%
$244.46 - $283.36 $58.2K - $67.4K
3.99K $975K
HUBS
Hubspot Inc

Technology
65
+ 5.89%
$386.35 - $494.58 $25.1K - $32.1K
1.17K $462K
FHN
First Horizon Corp

Financial Services
1.15K
+ 2.98%
$19.94 - $23.43 $23K - $27K
39.9K $821K
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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