Hb Wealth Management, LLC Purchases in Q3 2025

Hb Wealth Management, LLC

  • $14.5 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BEP
Brookfield Renewable Partners L.P.

Utilities
38K
New
$24.32 - $27.58 $924K - $1.05M
38K $979K
K
Kellogg CO

Consumer Defensive
11.6K
+ 139.66%
$76.96 - $82.02 $896K - $955K
20K $1.64M
PH
Parker Hannifin Corp

Industrials
647
+ 8.34%
$697.13 - $769.67 $451K - $498K
8.4K $6.37M
EYE
National Vision Holdings, Inc.

Consumer Cyclical
32.5K
New
$21.94 - $29.24 $713K - $950K
32.5K $947K
QCOM
Qualcomm Inc

Technology
4.01K
+ 10.35%
$145.84 - $173.55 $584K - $695K
42.7K $7.1M
HDV
Ishares Core High Dividend ETF

ETFs
741
+ 0.46%
$118.16 - $123.66 $87.6K - $91.6K
162K $19.8M
VIS
Vanguard Industrial ETF

ETFs
3.04K
+ 128.97%
$281.0 - $296.29 $855K - $901K
5.4K $1.6M
WELL
Welltower Inc.

Real Estate
3.48K
+ 27.72%
$150.71 - $178.14 $524K - $620K
16K $2.85M
XLE
Energy Sector Spdr

ETFs
9.98K
+ 136.76%
$84.25 - $91.99 $841K - $918K
17.3K $1.54M
VDE
Vanguard Energy ETF

ETFs
7K
+ 117.7%
$118.37 - $129.65 $829K - $908K
13K $1.63M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
8.93K
+ 10.3%
$49.43 - $54.52 $441K - $487K
95.5K $5.18M
CBRE
Cbre Group, Inc.

Real Estate
953
+ 2.27%
$137.04 - $165.9 $131K - $158K
42.9K $6.77M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.27K
+ 32.72%
$567.09 - $607.37 $718K - $769K
5.14K $3.06M
SCHC
Schwab Strategic Tr Intl Small

ETFs
19K
New
$42.28 - $45.71 $801K - $866K
19K $862K
MSI
Motorola Solutions, Inc.

Technology
795
+ 5.96%
$408.73 - $490.3 $325K - $390K
14.1K $6.46M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
17.2K
+ 7.95%
$41.8 - $43.15 $720K - $743K
234K $9.99M
FDX
Fedex Corp

Industrials
2.46K
+ 7.99%
$217.1 - $243.2 $535K - $599K
33.3K $7.85M
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
42.4K
New
$19.5 - $19.83 $826K - $840K
42.4K $834K
MPC
Marathon Petroleum Corp

Energy
868
+ 3.48%
$158.59 - $198.69 $138K - $172K
25.8K $4.97M
PSX
Phillips 66

Energy
2.29K
+ 7.45%
$118.37 - $139.46 $271K - $319K
33K $4.49M
STWD
Starwood Property Trust, Inc.

Real Estate
43.2K
+ 154.15%
$19.37 - $20.97 $838K - $907K
71.3K $1.38M
RBLX
Roblox Corp

Communication Services
3.68K
+ 40.39%
$100.65 - $141.56 $370K - $521K
12.8K $1.77M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
212
+ 0.98%
$284.45 - $324.95 $60.3K - $68.9K
21.7K $6.96M
CGDV
Capital Group Divid Value ETF

ETFs
18.4K
+ 153.22%
$39.59 - $42.21 $727K - $775K
30.3K $1.28M
EME
Emcor Group, Inc.

Industrials
856
+ 41.47%
$530.88 - $655.83 $454K - $561K
2.92K $1.9M
VDC
Vanguard Consumer Staples ETF

ETFs
3.7K
New
$212.64 - $225.25 $788K - $834K
3.7K $791K
VFH
Vanguard Financial ETF

ETFs
5.87K
+ 130.74%
$125.23 - $132.78 $735K - $779K
10.4K $1.36M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2.93K
+ 3.42%
$136.48 - $142.97 $399K - $418K
88.5K $12.4M
D
Dominion Energy, Inc

Utilities
10.2K
+ 30.52%
$56.32 - $62.1 $574K - $633K
43.6K $2.67M
SONY
Sony Group Corp

Technology
24.3K
+ 92.84%
$23.92 - $30.07 $581K - $730K
50.4K $1.45M
EEM
Ishares Msci Emerging Markets

ETFs
8.69K
+ 14.63%
$48.07 - $53.4 $418K - $464K
68.1K $3.63M
F
Ford Motor CO

Consumer Cyclical
55.6K
+ 59.59%
$10.82 - $12.09 $602K - $672K
149K $1.78M
SCHV
Schwab Strategic Tr Us Large C

ETFs
21.9K
+ 27.03%
$27.61 - $29.15 $604K - $638K
103K $2.99M
HYD
Vaneck High Yield Muni ETF

ETFs
14.6K
New
$48.85 - $50.94 $714K - $745K
14.6K $744K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.92K
+ 31.48%
$103.83 - $179.9 $199K - $345K
8K $1.43M
FXH
First Tr Exchange Trd Fd Healt

ETFs
6.74K
New
$98.56 - $110.68 $664K - $746K
6.74K $739K
DHI
Horton D R Inc

Consumer Cyclical
1.12K
+ 8.34%
$129.82 - $184.04 $145K - $206K
14.6K $2.47M
WPC
W. P. Carey Inc.

Real Estate
9.92K
+ 89.93%
$61.29 - $68.7 $608K - $681K
20.9K $1.42M
BKR
Baker Hughes CO

Energy
6.61K
+ 17.2%
$38.68 - $50.55 $256K - $334K
45.1K $2.19M
RSG
Republic Services, Inc.

Industrials
4.83K
+ 21.25%
$225.33 - $246.01 $1.09M - $1.19M
27.6K $6.33M
TG
Tredegar Corp

Industrials
89.7K
New
$7.19 - $9.3 $645K - $834K
89.7K $720K
DASH
Door Dash, Inc.

Communication Services
2.18K
+ 53.82%
$234.5 - $272.5 $511K - $593K
6.22K $1.69M
SUI
Sun Communities Inc

Real Estate
5.37K
New
$116.6 - $131.28 $626K - $704K
5.37K $692K
PCAR
Paccar Inc

Industrials
5.24K
+ 9.9%
$92.91 - $102.86 $487K - $539K
58.2K $5.73M
TPR
Tapestry, Inc.

Consumer Cyclical
4.43K
+ 59.94%
$86.48 - $116.14 $383K - $514K
11.8K $1.34M
VOX
Vanguard Communication Service

ETFs
2.9K
+ 33.69%
$169.0 - $192.17 $490K - $557K
11.5K $2.16M
SU
Suncor Energy Inc

Energy
16.2K
New
$37.83 - $43.02 $615K - $699K
16.2K $679K
PRG
Prog Holdings, Inc.

Industrials
20.9K
New
$28.2 - $36.35 $588K - $758K
20.9K $675K
M
Macy'S, Inc.

Consumer Cyclical
1.38K
+ 1.34%
$11.9 - $18.17 $16.4K - $25.1K
104K $1.87M
Activity Summary
Buys All Purchases 1082 New Holdings 216 Increased Positions 866 Sells All Sells 181 Reductions 181 Sold out 0 Options Calls 6 Puts 6
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