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
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
8.72K
+ 40.16%
$12.5 - $18.02 $109K - $157K
30.4K $459K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
357
+ 8.48%
$124.39 - $154.88 $44.4K - $55.3K
4.57K $697K
MTG
Mgic Investment Corp

Financial Services
4.95K
+ 55.8%
$26.36 - $28.48 $131K - $141K
13.8K $390K
PNFP
Pinnacle Financial Partners Inc

Financial Services
1.91K
+ 27.32%
$84.38 - $93.6 $161K - $179K
8.91K $794K
TWLO
Twilio Inc

Communication Services
156
+ 3.35%
$102.7 - $136.1 $16K - $21.2K
4.82K $604K
FNB
Fnb Corp

Financial Services
8.81K
+ 60.79%
$14.65 - $16.47 $129K - $145K
23.3K $369K
CRS
Carpenter Technology Corp

Industrials
135
+ 12.65%
$238.12 - $332.01 $32.1K - $44.8K
1.2K $397K
IEX
Idex Corp

Industrials
809
+ 53.97%
$160.84 - $173.4 $130K - $140K
2.31K $379K
AIQ
Global X Funds Global X Artifi

ETFs
2.17K
+ 6.11%
$48.93 - $53.56 $106K - $116K
37.7K $1.89M
HLN
Haleon PLC

Healthcare
5.86K
+ 4.59%
$8.79 - $9.9 $51.5K - $58K
134K $1.28M
HOLX
Hologic Inc

Healthcare
1.14K
+ 14.88%
$65.51 - $74.6 $74.4K - $84.7K
8.76K $649K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
3.85K
+ 13.88%
$18.04 - $21.83 $69.4K - $84K
31.6K $668K
LHX
L3 Harris Technologies, Inc.

Industrials
1.1K
+ 9.58%
$283.87 - $306.76 $312K - $337K
12.6K $3.64M
AVSU
American Centy ETF Tr Avantis

ETFs
1.73K
+ 7.39%
$71.72 - $75.5 $124K - $131K
25.2K $1.86M
CMA
Comerica Inc

Financial Services
854
+ 12.56%
$69.09 - $80.21 $59K - $68.5K
7.65K $599K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.42K
+ 43.17%
$82.92 - $88.2 $118K - $125K
4.72K $412K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.28K
+ 1.34%
$52.54 - $55.77 $67K - $71.2K
96.8K $5.31M
MFG
Mizuho Financial Group Inc

Financial Services
16.5K
+ 32.84%
$6.09 - $7.05 $100K - $116K
66.7K $470K
CM
Canadian Imperial Bank Of Commerce

Financial Services
1.13K
+ 23.75%
$79.81 - $87.17 $90.3K - $98.6K
5.89K $513K
SON
Sonoco Products CO

Consumer Cyclical
3.74K
+ 40.61%
$39.27 - $43.32 $147K - $162K
13K $530K
IYW
Ishares Dj Us Tech ETF

ETFs
388
+ 2.32%
$192.8 - $211.27 $74.8K - $82K
17.1K $3.41M
TTEK
Tetra Tech Inc

Industrials
2.91K
+ 30.66%
$31.85 - $37.41 $92.6K - $109K
12.4K $448K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
2.19K
+ 62.61%
$72.07 - $81.51 $158K - $179K
5.69K $410K
VLY
Valley National Bancorp

Financial Services
12.1K
New
$9.72 - $11.19 $117K - $135K
12.1K $130K
MET
Metlife Inc

Financial Services
3.16K
+ 10.0%
$75.97 - $82.89 $240K - $262K
34.7K $2.73M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
854
+ 39.74%
$160.66 - $181.39 $137K - $155K
3K $512K
ATO
Atmos Energy Corp

Utilities
626
+ 13.98%
$168.85 - $179.19 $106K - $112K
5.11K $893K
PPL
Ppl Corp

Utilities
3.74K
+ 16.5%
$36.25 - $37.97 $135K - $142K
26.4K $969K
ASX
Ase Technology Holding Co., Ltd.

Technology
3.99K
+ 20.31%
$11.08 - $16.19 $44.2K - $64.6K
23.6K $345K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
4
+ 0.06%
$325.34 - $368.61 $1.3K - $1.47K
6.69K $2.31M
VRT
Vertiv Holdings CO

Industrials
1.45K
+ 22.95%
N/A
7.78K $674K
LECO
Lincoln Electric Holdings Inc

Industrials
588
+ 67.98%
$225.07 - $242.95 $132K - $143K
1.45K $328K
UAL
United Airlines Holdings, Inc.

Industrials
1.43K
+ 17.7%
$90.77 - $104.05 $130K - $149K
9.53K $905K
ES
Eversource Energy

Utilities
1.17K
+ 6.54%
$70.59 - $74.88 $82.2K - $87.2K
19K $1.39M
TD
Toronto Dominion Bank

Financial Services
1.47K
+ 46.39%
$78.32 - $82.74 $115K - $121K
4.62K $376K
AEM
Agnico Eagle Mines LTD

Basic Materials
726
+ 12.87%
$155.17 - $185.52 $113K - $135K
6.37K $1.07M
G
Genpact LTD

Technology
2K
+ 20.44%
$37.89 - $45.54 $75.7K - $90.9K
11.8K $528K
DFAT
Dimensional ETF Tr U S Target

ETFs
3.56K
+ 5.34%
$55.75 - $58.83 $198K - $209K
70.1K $3.99M
EXPD
Expeditors International Of Washington Inc

Industrials
281
+ 5.88%
$113.13 - $140.68 $31.8K - $39.5K
5.06K $700K
HDB
Hdfc Bank LTD

Financial Services
2.08K
+ 14.6%
$33.8 - $37.18 $70.4K - $77.4K
16.3K $602K
BURL
Burlington Stores, Inc.

Consumer Cyclical
314
+ 32.11%
$252.63 - $287.04 $79.3K - $90.1K
1.29K $361K
PNR
Pentair PLC

Industrials
1.55K
+ 20.27%
$104.33 - $112.36 $162K - $175K
9.22K $961K
AEE
Ameren Corp

Utilities
1.05K
+ 24.36%
$101.28 - $105.72 $106K - $111K
5.36K $562K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
1.3K
+ 14.49%
$97.52 - $102.52 $127K - $133K
10.3K $1.01M
CNI
Canadian National Railway CO

Industrials
1.11K
+ 22.17%
$93.17 - $97.87 $104K - $109K
6.13K $585K
NVS
Novartis Ag

Healthcare
423
+ 2.5%
$121.8 - $132.39 $51.5K - $56K
17.4K $2.28M
TM
Toyota Motor Corp

Consumer Cyclical
409
+ 11.35%
$185.22 - $211.24 $75.8K - $86.4K
4.01K $798K
SGC
Superior Group Of Companies, Inc.

Consumer Cyclical
12.1K
New
$8.93 - $10.76 $108K - $130K
12.1K $109K
RZLT
Rezolute, Inc.

Healthcare
11.1K
New
$8.07 - $10.76 $89.4K - $119K
11.1K $109K
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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