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
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.97K
+ 10.19%
$79.55 - $80.13 $236K - $238K
32.1K $2.55M
WTFC
Wintrust Financial Corp

Financial Services
1.77K
New
$120.24 - $132.64 $213K - $235K
1.77K $226K
IDV
Ishares Tr

ETFs
5.93K
New
$35.91 - $38.56 $213K - $229K
5.93K $226K
JLL
Jones Lang Lasalle Inc

Real Estate
732
+ 86.73%
$283.23 - $316.99 $207K - $232K
1.58K $476K
EXAS
Exact Sciences Corp

Healthcare
3.34K
New
$56.19 - $69.63 $188K - $233K
3.34K $224K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
7.73K
New
$26.39 - $29.7 $204K - $230K
7.73K $223K
CROX
Crocs, Inc.

Consumer Cyclical
3.02K
New
$73.39 - $87.29 $221K - $263K
3.02K $221K
THG
Hanover Insurance Group, Inc.

Financial Services
1.22K
+ 80.76%
$168.39 - $184.62 $205K - $225K
2.72K $493K
INVH
Invitation Homes Inc.

Real Estate
7.78K
New
$27.47 - $29.01 $214K - $226K
7.78K $220K
NGG
National Grid PLC

Utilities
2.16K
+ 19.1%
$72.53 - $78.09 $156K - $168K
13.4K $1.04M
FDVV
Fidelity High Dividend ETF

ETFs
3.88K
New
$54.66 - $56.68 $212K - $220K
3.88K $217K
HRB
H&R Block Inc

Consumer Cyclical
5.61K
+ 103.56%
$44.27 - $52.59 $248K - $295K
11K $488K
FAF
First American Financial Corp

Financial Services
3.37K
New
$59.02 - $64.31 $199K - $217K
3.37K $214K
AER
Aer Cap Holdings N.V.

Industrials
1.56K
New
$119.82 - $137.67 $187K - $215K
1.56K $213K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.23K
+ 5.66%
$310.75 - $335.0 $382K - $412K
23K $7.17M
WMS
Advanced Drainage Systems, Inc.

Industrials
1.47K
New
$134.05 - $150.85 $196K - $221K
1.47K $211K
IVE
Ishares S&P 500 Value ETF

ETFs
271
+ 0.55%
$202.52 - $212.07 $54.9K - $57.5K
49.5K $10.4M
CTSH
Cognizant Technology Solutions Corp

Technology
2.14K
+ 21.46%
$65.47 - $74.66 $140K - $159K
12.1K $877K
BIIB
Biogen Inc.

Healthcare
581
+ 14.21%
$142.26 - $167.55 $82.7K - $97.3K
4.67K $782K
KSS
Kohls Corp

Consumer Cyclical
12.5K
New
$13.98 - $18.06 $175K - $226K
12.5K $209K
IONS
Ionis Pharmaceuticals Inc

Healthcare
2.92K
New
$65.8 - $74.68 $192K - $218K
2.92K $209K
BOH
Bank Of Hawaii Corp

Financial Services
3.18K
New
$59.82 - $66.61 $190K - $212K
3.18K $209K
REG
Regency Centers Corp

Real Estate
3K
New
$68.72 - $73.18 $206K - $219K
3K $208K
AL
Air Lease Corp

Industrials
3.24K
New
$63.5 - $63.9 $206K - $207K
3.24K $206K
PB
Prosperity Bancshares Inc

Financial Services
3.03K
+ 67.18%
$61.89 - $67.53 $187K - $204K
7.53K $503K
PII
Polaris Inc.

Consumer Cyclical
3.19K
New
$56.3 - $71.19 $179K - $227K
3.19K $205K
EMN
Eastman Chemical CO

Basic Materials
3.63K
+ 77.54%
$57.89 - $64.37 $210K - $234K
8.31K $500K
LMT
Lockheed Martin Corp

Industrials
1.33K
+ 8.96%
$452.1 - $514.24 $602K - $684K
16.2K $7.62M
EXEL
Exelixis, Inc.

Healthcare
4.67K
+ 18.96%
$34.54 - $43.59 $161K - $204K
29.3K $1.22M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
11.6K
New
$17.53 - $24.57 $203K - $284K
11.6K $202K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
2.03K
New
$92.28 - $109.23 $188K - $222K
2.03K $202K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
2.36K
+ 28.02%
$65.69 - $70.41 $155K - $166K
10.8K $741K
NUE
Nucor Corp

Basic Materials
99
+ 0.66%
$131.78 - $154.43 $13K - $15.3K
15.2K $2.25M
CTRA
Coterra Energy Inc.

Energy
5.63K
+ 29.2%
$22.58 - $26.79 $127K - $151K
24.9K $655K
NXST
Nexstar Media Group, Inc.

Communication Services
1.1K
New
$182.18 - $204.07 $200K - $224K
1.1K $200K
MLPX
Global X Mlp & Energy Infrastr

ETFs
3.31K
New
$57.84 - $62.5 $191K - $207K
3.31K $199K
RHI
Robert Half International Inc.

Industrials
7.49K
New
$25.48 - $34.43 $191K - $258K
7.49K $199K
NBIX
Neurocrine Biosciences Inc

Healthcare
1.25K
+ 34.99%
$136.63 - $154.8 $171K - $193K
4.82K $698K
ARMK
Aramark

Industrials
5.22K
+ 95.68%
$37.38 - $40.11 $195K - $209K
10.7K $406K
EEM
Ishares Msci Emerging Markets

ETFs
1.64K
+ 2.41%
$51.94 - $56.01 $85.2K - $91.9K
69.7K $3.83M
MPC
Marathon Petroleum Corp

Energy
48
+ 0.19%
$180.89 - $200.13 $8.68K - $9.61K
25.8K $5.16M
DOV
Dover Corp

Industrials
157
+ 1.53%
$161.16 - $183.97 $25.3K - $28.9K
10.4K $1.91M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.84K
+ 27.39%
$98.0 - $102.56 $180K - $188K
8.54K $865K
TREX
Trex CO Inc

Industrials
6.13K
New
$31.77 - $53.57 $195K - $328K
6.13K $194K
MNST
Monster Beverage Corp

Consumer Defensive
1.72K
+ 9.71%
$66.31 - $71.91 $114K - $124K
19.5K $1.39M
VOYA
Voya Financial, Inc.

Financial Services
2.74K
New
$70.21 - $75.77 $192K - $207K
2.74K $193K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
209
+ 0.5%
$67.07 - $73.01 $14K - $15.3K
42.2K $3.03M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.09K
+ 62.65%
$91.46 - $91.76 $191K - $192K
5.43K $497K
ACGL
Arch Capital Group Ltd.

Financial Services
1.82K
+ 14.38%
$84.72 - $94.1 $154K - $171K
14.5K $1.34M
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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