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
STX
Seagate Technology Holdings PLC

Technology
686
+ 14.75%
$211.63 - $293.99 $145K - $202K
5.34K $1.38M
CME
Cme Group Inc.

Financial Services
708
+ 7.83%
$261.53 - $285.04 $185K - $202K
9.75K $2.72M
MKC
Mccormick & CO Inc

Consumer Defensive
6.96K
+ 6.22%
$63.83 - $68.91 $444K - $480K
119K $7.76M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.25K
+ 19.96%
$191.03 - $210.0 $239K - $263K
7.53K $1.54M
CFG
Citizens Financial Group Inc

Financial Services
6.03K
+ 25.26%
$48.39 - $54.0 $292K - $326K
29.9K $1.55M
ALGN
Align Technology Inc

Healthcare
1.48K
+ 24.86%
$125.79 - $144.49 $187K - $214K
7.45K $1.02M
BAX
Baxter International Inc

Healthcare
14.9K
New
$17.75 - $23.86 $265K - $356K
14.9K $275K
NDSN
Nordson Corp

Industrials
1.19K
New
$228.16 - $238.35 $272K - $285K
1.19K $274K
DOCU
Docusign, Inc.

Technology
4.03K
New
$67.01 - $73.14 $270K - $295K
4.03K $273K
WAT
Waters Corp

Healthcare
492
+ 45.05%
$318.35 - $387.37 $157K - $191K
1.58K $600K
SCHR
Schwab Intermediate Term Us Tr

ETFs
10.8K
New
$25.03 - $25.34 $271K - $274K
10.8K $271K
DINO
Hf Sinclair Corp

Energy
4.02K
+ 34.1%
$50.59 - $56.16 $203K - $226K
15.8K $887K
FICO
Fair Isaac Corp

Technology
87
+ 18.09%
$1512.71 - $1879.55 $132K - $164K
568 $989K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
593
+ 5.56%
$256.75 - $275.06 $152K - $163K
11.3K $3.03M
ESAB
Esab Corp

Industrials
2.36K
New
$111.41 - $123.35 $263K - $291K
2.36K $263K
XEL
Xcel Energy Inc

Utilities
3.26K
+ 16.31%
$79.6 - $81.85 $260K - $267K
23.3K $1.87M
DNOW
Now Inc.

Energy
21K
New
$12.49 - $15.91 $262K - $334K
21K $262K
GS
Goldman Sachs Group Inc

Financial Services
807
+ 4.57%
$744.6 - $838.97 $601K - $677K
18.5K $14.3M
FSLR
First Solar, Inc.

Technology
591
+ 17.87%
$223.36 - $277.39 $132K - $164K
3.9K $988K
CGDV
Capital Group Divid Value ETF

ETFs
5.42K
+ 17.87%
$41.33 - $43.47 $224K - $236K
35.8K $1.53M
SF
Stifel Financial Corp

Financial Services
1.96K
+ 67.51%
$107.06 - $125.02 $210K - $246K
4.87K $588K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.89K
+ 2.25%
$99.87 - $101.27 $289K - $293K
131K $13.1M
IXJ
Ishares Global Healthcare ETF

ETFs
2.52K
+ 110.32%
$90.76 - $96.31 $229K - $243K
4.81K $459K
UDR
Udr, Inc.

Real Estate
7.4K
New
$33.56 - $36.92 $248K - $273K
7.4K $256K
M
Macy'S, Inc.

Consumer Cyclical
1.99K
+ 1.91%
$16.51 - $20.75 $32.9K - $41.3K
106K $2.13M
CEG
Constellation Energy Corp

Utilities
481
+ 4.95%
$335.74 - $401.43 $161K - $193K
10.2K $3.45M
INSM
Insmed Inc

Healthcare
1.32K
New
$147.28 - $194.39 $194K - $256K
1.32K $254K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
15.8K
New
$15.66 - $19.57 $247K - $309K
15.8K $253K
EFG
Msci Eafe Growth ETF

ETFs
2.13K
+ 30.11%
$112.91 - $117.61 $240K - $250K
9.18K $1.05M
HWM
Howmet Aerospace Inc.

Industrials
884
+ 9.35%
$184.09 - $209.74 $163K - $185K
10.3K $2.1M
USFR
Wisdomtree Floating Rate Treas

ETFs
4.89K
New
$50.24 - $50.4 $246K - $246K
4.89K $246K
KGC
Kinross Gold Corp

Basic Materials
9.7K
New
$22.47 - $27.58 $218K - $267K
9.7K $246K
RL
Ralph Lauren Corp

Consumer Cyclical
638
+ 33.86%
$309.29 - $340.21 $197K - $217K
2.52K $835K
UBSI
United Bankshares Inc

Financial Services
6.65K
New
$34.31 - $37.58 $228K - $250K
6.65K $242K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
1.46K
New
$164.17 - $186.43 $240K - $272K
1.46K $239K
GTY
Getty Realty Corp

Real Estate
8.52K
New
$25.61 - $28.52 $218K - $243K
8.52K $238K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
12K
New
$18.64 - $27.27 $224K - $327K
12K $237K
EQT
Eqt Corp

Energy
1.48K
+ 5.44%
$51.8 - $60.84 $76.4K - $89.7K
28.6K $1.71M
FLS
Flowserve Corp

Industrials
3.54K
New
$49.09 - $71.85 $174K - $254K
3.54K $237K
ROST
Ross Stores, Inc.

Consumer Cyclical
907
+ 8.28%
$147.71 - $162.85 $134K - $148K
11.9K $1.9M
JBHT
Hunt J B Transport Services Inc

Industrials
776
+ 20.42%
$132.68 - $172.64 $103K - $134K
4.58K $745K
ILMN
Illumina, Inc.

Healthcare
1.14K
+ 30.0%
$91.0 - $123.54 $104K - $141K
4.95K $597K
MRVL
Marvell Technology, Inc.

Technology
2.28K
+ 14.54%
$81.05 - $93.74 $185K - $214K
18K $1.56M
ABNB
Airbnb, Inc.

Consumer Cyclical
2.31K
+ 24.38%
$117.6 - $129.07 $272K - $298K
11.8K $1.39M
FOX
Fox Corp Cl B (De)

Communication Services
3.98K
New
$51.27 - $60.27 $204K - $240K
3.98K $232K
SLVP
Ishares Msci Global Silver And

ETFs
8.36K
New
$24.72 - $31.29 $207K - $262K
8.36K $230K
DHI
Horton D R Inc

Consumer Cyclical
4.37K
+ 30.02%
$142.43 - $174.95 $622K - $764K
18.9K $2.69M
NTRA
Natera, Inc.

Healthcare
672
+ 32.0%
$160.21 - $209.5 $108K - $141K
2.77K $566K
MCO
Moodys Corp

Financial Services
391
+ 2.87%
$468.56 - $495.08 $183K - $194K
14K $6.72M
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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