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
BKH
Black Hills Corp

Utilities
1.09K
+ 28.68%
$59.76 - $72.17 $65.1K - $78.7K
4.89K $342K
CNP
Centerpoint Energy Inc

Utilities
2.13K
+ 8.83%
$38.17 - $40.22 $81.3K - $85.7K
26.3K $1.04M
APA
Apa Corp

Energy
3.73K
+ 16.55%
$21.66 - $25.12 $80.8K - $93.7K
26.3K $651K
EXP
Eagle Materials Inc

Basic Materials
683
+ 62.03%
$202.06 - $241.84 $138K - $165K
1.78K $360K
IBB
Ishares Biotechnology ETF

ETFs
66
+ 1.42%
$148.51 - $164.96 $9.8K - $10.9K
4.7K $771K
SRE
Sempra Energy

Utilities
745
+ 4.44%
$89.26 - $94.01 $66.5K - $70K
17.5K $1.61M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.5K
+ 3.79%
$74.09 - $75.1 $111K - $113K
41.1K $3.05M
RJF
Raymond James Financial Inc

Financial Services
984
+ 25.55%
$158.05 - $167.64 $156K - $165K
4.84K $767K
PATH
Ui Path, Inc.

Technology
6.78K
+ 63.92%
$12.75 - $18.51 $86.4K - $125K
17.4K $243K
MDB
Mongo Db, Inc.

Technology
178
+ 18.9%
$313.81 - $373.89 $55.9K - $66.6K
1.12K $394K
SONY
Sony Group Corp

Technology
2.88K
+ 5.71%
$27.71 - $30.26 $79.8K - $87.2K
53.3K $1.55M
SEB
Seaboard Corp

Industrials
1
+ 0.5%
$3218.0 - $4120.22 $3.22K - $4.12K
202 $832K
FHB
First Hawaiian, Inc.

Financial Services
4.28K
+ 52.33%
$22.77 - $25.03 $97.3K - $107K
12.4K $301K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
226
+ 36.04%
$426.99 - $455.46 $96.5K - $103K
853 $372K
TOST
Toast, Inc.

Technology
2.87K
+ 35.52%
$34.39 - $39.02 $98.8K - $112K
11K $393K
EXC
Exelon Corp

Utilities
1.41K
+ 3.91%
$44.97 - $48.24 $63.5K - $68.1K
37.5K $1.72M
CBRE
Cbre Group, Inc.

Real Estate
1.72K
+ 4.01%
$149.99 - $164.2 $258K - $283K
44.7K $6.86M
SAN
Banco Santander, S.A.

Financial Services
7.39K
+ 11.06%
$9.65 - $11.03 $71.3K - $81.5K
74.2K $797K
SCHW
Schwab Charles Corp

Financial Services
3.24K
+ 5.74%
$91.91 - $97.71 $297K - $316K
59.6K $5.48M
OHI
Omega Healthcare Investors Inc

Real Estate
1.95K
+ 33.62%
$39.41 - $44.12 $76.7K - $85.9K
7.74K $340K
CTMX
Cytom X Therapeutics, Inc.

Healthcare
25K
New
$3.19 - $4.23 $79.8K - $106K
25K $96K
NVT
N Vent Electric PLC

Industrials
248
+ 2.83%
$95.98 - $114.35 $23.8K - $28.4K
9.01K $959K
NRG
Nrg Energy, Inc.

Utilities
435
+ 6.35%
$160.42 - $178.5 $69.8K - $77.6K
7.28K $1.2M
RPRX
Royalty Pharma PLC

Healthcare
1.01K
+ 7.34%
$35.44 - $40.78 $35.7K - $41.1K
14.7K $577K
MBB
Ishares Tr

ETFs
975
+ 21.71%
$94.9 - $96.23 $92.5K - $93.8K
5.47K $519K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
225
+ 15.24%
$423.47 - $491.22 $95.3K - $111K
1.7K $764K
BP
Bp PLC

Energy
397
+ 1.08%
$32.78 - $37.35 $13K - $14.8K
37.2K $1.36M
MTD
Mettler Toledo International Inc

Healthcare
37
+ 16.74%
$1273.67 - $1447.81 $47.1K - $53.6K
258 $361K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
10K
New
$8.94 - $9.19 $89.5K - $92K
10K $89K
ORI
Old Republic International Corp

Financial Services
1.53K
+ 13.43%
$38.4 - $44.35 $58.8K - $67.9K
12.9K $573K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
17
+ 0.22%
$126.92 - $139.12 $2.16K - $2.37K
7.83K $1.09M
HSIC
Henry Schein Inc

Healthcare
191
+ 1.29%
$62.03 - $73.34 $11.8K - $14K
15K $1.07M
PEG
Public Service Enterprise Group Inc

Utilities
1.21K
+ 6.18%
$79.86 - $84.83 $96.8K - $103K
20.8K $1.73M
RY
Royal Bank Of Canada

Financial Services
593
+ 10.45%
$143.64 - $149.05 $85.2K - $88.4K
6.27K $922K
GLDM
World Gold Trust

ETFs
823
+ 18.78%
$76.32 - $86.69 $62.8K - $71.3K
5.21K $421K
WCC
Wesco International Inc

Industrials
128
+ 10.81%
$208.29 - $267.15 $26.7K - $34.2K
1.31K $336K
STT
State Street Corp

Financial Services
663
+ 5.98%
$111.0 - $121.11 $73.6K - $80.3K
11.8K $1.37M
HSBC
Hsbc Holdings PLC

Financial Services
1.17K
+ 10.44%
$65.67 - $73.49 $76.7K - $85.8K
12.4K $880K
HIG
Hartford Financial Services Group, Inc.

Financial Services
609
+ 6.8%
$122.36 - $133.85 $74.5K - $81.5K
9.56K $1.28M
HST
Host Hotels & Resorts, Inc.

Real Estate
4.16K
+ 21.81%
$15.82 - $18.18 $65.8K - $75.7K
23.2K $408K
IVZ
Invesco Ltd.

Financial Services
3.18K
+ 20.94%
$22.47 - $24.66 $71.5K - $78.4K
18.4K $432K
SITE
Site One Landscape Supply, Inc.

Industrials
651
+ 29.06%
$116.99 - $132.15 $76.2K - $86K
2.89K $371K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
900
+ 19.47%
$86.2 - $93.3 $77.6K - $84K
5.52K $499K
SCCO
Southern Copper Corp

Basic Materials
375
+ 10.58%
$122.64 - $141.68 $46K - $53.1K
3.92K $512K
CSX
Csx Corp

Industrials
3.88K
+ 4.33%
$34.88 - $36.67 $135K - $142K
93.6K $3.27M
NTNX
Nutanix, Inc.

Technology
1.62K
+ 54.78%
$65.91 - $76.92 $107K - $124K
4.57K $300K
WWD
Woodward, Inc.

Industrials
281
+ 25.9%
$246.97 - $274.03 $69.4K - $77K
1.37K $355K
GDDY
Go Daddy Inc.

Technology
830
+ 22.0%
$126.57 - $137.19 $105K - $114K
4.6K $597K
WEN
Wendy'S CO

Consumer Cyclical
10.5K
+ 54.01%
$8.43 - $9.55 $88.2K - $99.9K
29.8K $257K
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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