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
MTZ
Mastec Inc

Industrials
27
+ 0.93%
$190.08 - $221.36 $5.13K - $5.98K
2.93K $563K
EVLV
Evolv Technologies Holdings, Inc.

Industrials
14
+ 0.04%
$6.0 - $8.5 $84 - $119
35.9K $215K
ZION
Zions Bancorporation, National Association

Financial Services
68
+ 0.62%
$46.93 - $56.93 $3.19K - $3.87K
11K $562K
ODFL
Old Dominion Freight Line, Inc.

Industrials
442
+ 3.19%
$132.29 - $144.78 $58.5K - $64K
14.3K $1.89M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
591
+ 8.95%
$73.78 - $98.43 $43.6K - $58.2K
7.2K $530K
WSO
Watsco Inc

Industrials
87
+ 5.76%
$343.12 - $414.9 $29.9K - $36.1K
1.6K $547K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
2
+ 0.01%
$125.45 - $131.1 $251 - $262
28.8K $3.67M
VNO
Vornado Realty Trust

Real Estate
223
+ 1.89%
$34.46 - $41.24 $7.68K - $9.2K
12K $414K
TRMK
Trustmark Corp

Financial Services
220
+ 0.31%
$36.68 - $39.83 $8.07K - $8.76K
70.4K $2.71M
DASH
Door Dash, Inc.

Communication Services
1.62K
+ 25.96%
$195.21 - $281.74 $315K - $455K
7.84K $1.62M
O
Realty Income Corp

Real Estate
244
+ 0.99%
$56.12 - $60.64 $13.7K - $14.8K
24.8K $1.41M
PINS
Pinterest, Inc.

Communication Services
22
+ 0.15%
$25.75 - $35.24 $567 - $775
15.2K $403K
VOX
Vanguard Communication Service

ETFs
4
+ 0.03%
$180.26 - $190.8 $721 - $763
11.5K $2.08M
RELX
Relx PLC

Communication Services
1.28K
+ 5.97%
$41.33 - $47.07 $52.7K - $60.1K
22.7K $936K
RF
Regions Financial Corp

Financial Services
2.61K
+ 2.43%
$23.35 - $26.39 $60.9K - $68.9K
110K $2.74M
PRG
Prog Holdings, Inc.

Industrials
251
+ 1.2%
$27.34 - $32.72 $6.86K - $8.21K
21.1K $585K
ZBRA
Zebra Technologies Corp

Technology
63
+ 3.36%
$240.56 - $313.89 $15.2K - $19.8K
1.94K $466K
VCR
Vanguard Consumer Discretionar

ETFs
1
+ 0.02%
$376.54 - $399.33 $377 - $399
5.58K $2.12M
VRSK
Verisk Analytics, Inc.

Industrials
1.1K
+ 11.84%
$208.0 - $249.55 $229K - $275K
10.4K $2.25M
CG
Carlyle Group Inc.

Financial Services
310
+ 2.6%
$51.16 - $63.48 $15.9K - $19.7K
12.2K $652K
IGV
Ishares Expanded Tech Software

ETFs
65
+ 0.47%
$106.84 - $117.08 $6.94K - $7.61K
13.8K $1.48M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
5.85K
+ 15.74%
$29.81 - $42.36 $174K - $248K
43K $1.36M
HOOD
Robinhood Markets, Inc.

Technology
3.65K
+ 13.68%
$121.53 - $152.46 $443K - $556K
30.3K $3.71M
TMUS
T Mobile Us, Inc.

Communication Services
1.3K
+ 7.86%
$201.01 - $233.26 $262K - $304K
17.9K $3.86M
TILE
Interface Inc

Consumer Cyclical
248
+ 0.62%
$24.9 - $28.57 $6.18K - $7.09K
40.4K $1.05M
XLF
Financial Sector Spdr

ETFs
880
+ 0.75%
$51.76 - $53.77 $45.5K - $47.3K
118K $6.2M
SCHA
Schwab Strategic Tr Us Small C

ETFs
298
+ 0.1%
$27.17 - $28.65 $8.1K - $8.54K
288K $7.9M
COST
Costco Wholesale Corp

Consumer Defensive
247
+ 0.91%
$910.94 - $954.99 $225K - $236K
27.4K $25M
ETN
Eaton Corp PLC

Industrials
1.28K
+ 4.8%
$352.39 - $387.75 $450K - $495K
27.9K $9.82M
PBI
Pitney Bowes Inc

Industrials
248
+ 0.41%
$9.17 - $11.87 $2.27K - $2.94K
60.6K $556K
TPR
Tapestry, Inc.

Consumer Cyclical
38
+ 0.32%
$98.81 - $117.14 $3.75K - $4.45K
11.8K $1.2M
XLC
Select Sector Spdr Tr Communic

ETFs
139
+ 0.62%
$111.33 - $117.16 $15.5K - $16.3K
22.6K $2.51M
ITW
Illinois Tool Works Inc

Industrials
985
+ 4.29%
$242.03 - $260.73 $238K - $257K
24K $5.84M
BZH
Beazer Homes Usa Inc

Consumer Cyclical
53
+ 0.09%
$21.4 - $25.02 $1.13K - $1.33K
57.5K $1.26M
CTAS
Cintas Corp

Industrials
15
+ 0.17%
$182.04 - $203.64 $2.73K - $3.05K
8.87K $1.66M
SFBS
Servis First Bancshares, Inc.

Financial Services
116
+ 0.61%
$68.87 - $82.36 $7.99K - $9.55K
19.2K $1.37M
BA
Boeing CO

Industrials
1.92K
+ 8.58%
$191.81 - $225.32 $367K - $431K
24.2K $4.65M
EYE
National Vision Holdings, Inc.

Consumer Cyclical
200
+ 0.62%
$23.48 - $29.26 $4.7K - $5.85K
32.7K $774K
CVNA
Carvana Co.

Consumer Cyclical
31
+ 0.98%
$290.14 - $395.41 $8.99K - $12.3K
3.19K $1.02M
CELH
Celsius Holdings, Inc.

Consumer Defensive
913
+ 5.74%
$41.52 - $64.86 $37.9K - $59.2K
16.8K $719K
MCHP
Microchip Technology Inc

Technology
865
+ 3.83%
$53.48 - $67.52 $46.3K - $58.4K
23.4K $1.25M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
468
+ 3.34%
$176.58 - $207.02 $82.6K - $96.9K
14.5K $2.62M
ECL
Ecolab Inc.

Basic Materials
675
+ 2.62%
$253.06 - $281.35 $171K - $190K
26.4K $6.83M
COP
Conocophillips

Energy
975
+ 1.8%
$85.66 - $95.46 $83.5K - $93.1K
55.3K $4.9M
INTU
Intuit Inc

Technology
381
+ 2.88%
$641.79 - $683.39 $245K - $260K
13.6K $8.78M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
4.62K
+ 5.91%
$91.7 - $105.68 $424K - $488K
82.8K $8.18M
UNH
Unitedhealth Group Inc

Healthcare
2.59K
+ 5.77%
$320.52 - $369.92 $830K - $958K
47.5K $15.2M
NSC
Norfolk Southern Corp

Industrials
534
+ 2.0%
$279.53 - $300.15 $149K - $160K
27.2K $7.73M
APP
App Lovin Corp

Technology
1.08K
+ 19.44%
$552.64 - $704.09 $597K - $761K
6.64K $3.7M
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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