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
TT
Trane Technologies PLC

Industrials
1.09K
+ 13.58%
$398.96 - $472.54 $436K - $517K
9.15K $3.86M
CHWY
Chewy, Inc.

Consumer Cyclical
8.31K
New
$34.27 - $42.33 $285K - $352K
8.31K $336K
DD
Du Pont De Nemours, Inc.

Basic Materials
2.45K
+ 15.76%
$69.9 - $78.26 $171K - $192K
18K $1.4M
EVR
Evercore Inc.

Financial Services
722
+ 53.05%
$276.5 - $362.79 $200K - $262K
2.08K $702K
IBB
Ishares Biotechnology ETF

ETFs
1.99K
+ 75.49%
$127.63 - $144.37 $254K - $288K
4.63K $668K
GLDM
World Gold Trust

ETFs
4.38K
New
$64.73 - $76.45 $284K - $335K
4.38K $335K
PLD
Prologis, Inc.

Real Estate
1.11K
+ 5.09%
$104.08 - $115.35 $116K - $128K
22.9K $2.62M
LNG
Cheniere Energy, Inc.

Energy
1.51K
+ 49.38%
$222.68 - $244.28 $336K - $369K
4.57K $1.07M
OGE
Oge Energy Corp.

Utilities
7.11K
New
$43.46 - $46.27 $309K - $329K
7.11K $328K
HAL
Halliburton CO

Energy
9.91K
+ 50.33%
$20.5 - $25.11 $203K - $249K
29.6K $728K
LEN
Lennar Corp

Consumer Cyclical
1.73K
+ 25.05%
$107.73 - $142.4 $186K - $246K
8.63K $1.09M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
720
+ 8.41%
$301.44 - $365.84 $217K - $263K
9.28K $3M
AYI
Acuity Brands Inc

Industrials
276
+ 5.64%
$287.07 - $344.52 $79.2K - $95.1K
5.17K $1.78M
VAW
Vanguard Materials ETF

ETFs
1.56K
New
$193.21 - $210.15 $301K - $327K
1.56K $319K
SYY
Sysco Corp

Consumer Defensive
1.67K
+ 6.12%
$76.33 - $82.51 $128K - $138K
29K $2.39M
AWI
Armstrong World Industries Inc

Industrials
1.62K
New
$163.99 - $199.13 $266K - $323K
1.62K $317K
IRM
Iron Mountain Inc

Real Estate
3.16K
+ 31.57%
$89.46 - $104.46 $283K - $331K
13.2K $1.34M
EVH
Evolent Health, Inc.

Healthcare
37.3K
New
$8.38 - $11.79 $313K - $440K
37.3K $315K
PFGC
Performance Food Group CO

Consumer Defensive
3.21K
New
$88.19 - $102.08 $283K - $328K
3.21K $315K
BHP
Bhp Group LTD

Basic Materials
5.64K
New
$48.67 - $56.22 $274K - $317K
5.64K $314K
BOTZ
Global X Fds

ETFs
7.43K
+ 40.46%
$32.14 - $35.96 $239K - $267K
25.8K $913K
SQ
Block, Inc.

Technology
5.47K
+ 46.29%
N/A
17.3K $988K
NET
Cloudflare, Inc.

Technology
1.21K
+ 41.76%
$181.39 - $228.28 $219K - $275K
4.09K $878K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3.91K
New
$75.26 - $80.19 $294K - $313K
3.91K $311K
XLP
Consumer Staples Sector Spdr

ETFs
4.08K
+ 33.37%
N/A
16.3K $1.24M
LRN
Stride, Inc.

Consumer Defensive
2.08K
New
$128.23 - $169.81 $266K - $353K
2.08K $309K
CYBR
Cyber Ark Software Ltd.

Technology
634
New
$374.8 - $491.1 $238K - $311K
634 $306K
EOG
Eog Resources Inc

Energy
3.66K
+ 26.21%
$112.12 - $126.1 $410K - $462K
17.6K $1.98M
GRMN
Garmin LTD

Technology
331
+ 5.62%
$211.13 - $246.22 $69.9K - $81.5K
6.22K $1.53M
XYL
Xylem Inc.

Industrials
1.36K
+ 24.56%
$129.67 - $147.5 $177K - $201K
6.91K $1.02M
BE
Bloom Energy Corp

Industrials
3.56K
New
$22.13 - $86.27 $78.7K - $307K
3.56K $300K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
15.1K
+ 14.23%
$19.49 - $19.61 $294K - $296K
121K $2.37M
CADL
Candel Therapeutics, Inc.

Healthcare
58.3K
New
$4.79 - $7.0 $279K - $408K
58.3K $299K
PB
Prosperity Bancshares Inc

Financial Services
4.51K
New
$65.12 - $74.71 $293K - $337K
4.51K $298K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
8.79K
New
$29.52 - $34.78 $259K - $306K
8.79K $297K
UHS
Universal Health Services Inc

Healthcare
1.45K
New
$154.95 - $204.44 $225K - $297K
1.45K $297K
OKTA
Okta, Inc.

Technology
3.23K
New
$88.51 - $101.1 $286K - $327K
3.23K $296K
ENB
Enbridge Inc

Energy
3.73K
+ 17.98%
$43.79 - $50.46 $164K - $188K
24.5K $1.24M
HSBC
Hsbc Holdings PLC

Financial Services
2.96K
+ 36.02%
$60.27 - $70.98 $179K - $210K
11.2K $794K
IX
Orix Corp

Financial Services
11.3K
New
$22.28 - $27.06 $251K - $305K
11.3K $294K
RNST
Renasant Corp

Financial Services
7.79K
+ 107.24%
$35.52 - $39.77 $277K - $310K
15.1K $555K
TRS
Trimas Corp

Consumer Cyclical
7.61K
New
$29.05 - $40.02 $221K - $305K
7.61K $294K
MDB
Mongo Db, Inc.

Technology
942
New
$201.0 - $334.87 $189K - $315K
942 $292K
PIPR
Piper Sandler Companies

Financial Services
843
New
$284.8 - $369.4 $240K - $311K
843 $292K
PRI
Primerica, Inc.

Financial Services
1.03K
+ 72.75%
$255.46 - $285.58 $262K - $293K
2.43K $675K
ASA
Asa Gold & Precious Metals LTD

Financial Services
6.44K
New
$30.95 - $45.64 $199K - $294K
6.44K $289K
AEM
Agnico Eagle Mines LTD

Basic Materials
69
+ 1.24%
$116.14 - $168.56 $8.01K - $11.6K
5.64K $950K
BKNG
Booking Holdings Inc.

Consumer Cyclical
144
+ 11.46%
$5364.25 - $5815.92 $772K - $837K
1.4K $7.56M
MANH
Manhattan Associates Inc

Technology
882
+ 6.23%
$196.16 - $227.94 $173K - $201K
15K $3.08M
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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