Hb Wealth Management, LLC Incresed Positions in Q4 2025

Hb Wealth Management, LLC

  • $15 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SPG
Simon Property Group Inc

Real Estate
443
+ 6.18%
$173.35 - $185.76 $76.8K - $82.3K
7.61K $1.39M
WF
Woori Financial Group Inc.

Financial Services
872
+ 16.31%
$52.67 - $56.82 $45.9K - $49.5K
6.22K $346K
VMI
Valmont Industries Inc

Industrials
100
+ 18.52%
$389.98 - $419.23 $39K - $41.9K
640 $254K
SCI
Service Corp International

Consumer Cyclical
887
+ 11.89%
$79.67 - $83.86 $70.7K - $74.4K
8.35K $665K
OVV
Ovintiv Inc.

Energy
1.48K
+ 14.58%
$35.97 - $40.53 $53.1K - $59.8K
11.6K $453K
STLD
Steel Dynamics Inc

Basic Materials
452
+ 7.35%
N/A
6.6K $647K
EVRG
Evergy, Inc.

Utilities
525
+ 5.83%
$75.56 - $78.73 $39.7K - $41.3K
9.52K $728K
FNDX
Schwab Fundamental U S Large C

ETFs
1.43K
+ 6.07%
$25.68 - $26.95 $36.8K - $38.6K
25K $664K
SOFI
So Fi Technologies, Inc.

Financial Services
1.13K
+ 12.68%
$25.24 - $32.21 $28.4K - $36.2K
10K $278K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
795
+ 8.78%
$33.18 - $38.64 $26.4K - $30.7K
9.85K $363K
IDEV
Ishares Core Msci Intl Develop

ETFs
418
+ 5.86%
$79.1 - $82.39 $33.1K - $34.4K
7.55K $613K
CACI
Caci International Inc

Technology
95
+ 20.17%
N/A
566 $242K
IRT
Independence Realty Trust, Inc.

Real Estate
2.34K
+ 21.51%
$15.12 - $16.56 $35.4K - $38.8K
13.2K $219K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
214
+ 12.42%
$118.68 - $132.47 $25.4K - $28.3K
1.94K $249K
MORN
Morningstar, Inc.

Financial Services
461
+ 16.11%
$208.83 - $228.23 $96.3K - $105K
3.32K $704K
VONV
Vanguard Russell 1000 Value Et

ETFs
266
+ 0.87%
$87.55 - $91.32 $23.3K - $24.3K
30.9K $2.78M
AR
Antero Resources Corp

Energy
932
+ 9.88%
$30.03 - $35.2 $28K - $32.8K
10.4K $356K
BKR
Baker Hughes CO

Energy
808
+ 1.79%
$44.47 - $49.08 $35.9K - $39.7K
45.9K $2.23M
JHG
Janus Henderson Group PLC

Financial Services
1.07K
+ 22.94%
$41.13 - $46.35 $43.9K - $49.5K
5.72K $247K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
851
+ 11.3%
$44.68 - $47.47 $38K - $40.4K
8.38K $393K
EL
Estee Lauder Companies Inc

Consumer Defensive
554
+ 14.38%
$86.09 - $102.52 $47.7K - $56.8K
4.41K $379K
WTM
White Mountains Insurance Group LTD

Financial Services
4
+ 3.17%
$1650.5 - $1937.93 $6.6K - $7.75K
130 $250K
CHT
Chunghwa Telecom CO LTD

Communication Services
1.06K
+ 22.63%
$41.89 - $43.88 $44.3K - $46.4K
5.73K $242K
BLDR
Builders First Source, Inc.

Industrials
916
+ 28.67%
$103.44 - $129.54 $94.8K - $119K
4.11K $425K
GLDD
Great Lakes Dredge & Dock Corp

Industrials
388
+ 0.44%
$10.78 - $12.9 $4.18K - $5.01K
88.6K $1.09M
BMO
Bank Of Montreal

Financial Services
495
+ 11.91%
$122.49 - $130.46 $60.6K - $64.6K
4.65K $576K
URA
Global X Uranium ETF

ETFs
1.22K
+ 17.95%
$44.75 - $58.11 $54.7K - $71K
8.03K $359K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
755
+ 8.35%
$46.2 - $46.85 $34.9K - $35.4K
9.79K $452K
NDAQ
Nasdaq, Inc.

Financial Services
604
+ 4.57%
$85.42 - $91.4 $51.6K - $55.2K
13.8K $1.2M
WTRG
Essential Utilities, Inc.

Utilities
977
+ 6.92%
$38.08 - $41.93 $37.2K - $41K
15.1K $598K
NTES
Net Ease, Inc.

Communication Services
408
+ 21.02%
$138.39 - $153.93 $56.5K - $62.8K
2.35K $329K
ESE
Esco Technologies Inc

Technology
108
+ 10.58%
$207.01 - $222.4 $22.4K - $24K
1.13K $248K
DELL
Dell Technologies Inc.

Technology
868
+ 8.24%
$133.76 - $164.88 $116K - $143K
11.4K $1.52M
AFG
American Financial Group Inc

Financial Services
250
+ 15.79%
$129.81 - $148.71 $32.5K - $37.2K
1.83K $261K
BCS
Barclays PLC

Financial Services
296
+ 1.22%
$19.36 - $22.51 $5.73K - $6.66K
24.5K $531K
LYG
Lloyds Banking Group PLC

Financial Services
2.85K
+ 4.53%
$4.42 - $5.03 $12.6K - $14.3K
65.7K $316K
CTVA
Corteva, Inc.

Basic Materials
976
+ 4.67%
$61.0 - $66.48 $59.5K - $64.9K
21.9K $1.44M
DECK
Deckers Outdoor Corp

Consumer Cyclical
1.99K
+ 27.44%
$79.54 - $103.8 $158K - $206K
9.22K $763K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
646
+ 10.6%
$46.57 - $47.16 $30.1K - $30.5K
6.74K $314K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
327
+ 1.88%
$85.3 - $88.17 $27.9K - $28.8K
17.7K $1.54M
OGE
Oge Energy Corp.

Utilities
898
+ 12.64%
$44.05 - $47.04 $39.6K - $42.2K
8K $358K
AGNC
Agnc Investment Corp.

Real Estate
1.76K
+ 6.06%
$9.88 - $10.34 $17.4K - $18.2K
30.8K $312K
NLOK
Norton Life Lock Inc.

Technology
1.34K
+ 7.15%
N/A
20.1K $431K
AVB
Avalonbay Communities Inc

Real Estate
326
+ 17.93%
$173.92 - $191.37 $56.7K - $62.4K
2.14K $380K
BNL
Broadstone Net Lease, Inc.

Real Estate
1.05K
+ 4.93%
$17.75 - $18.83 $18.7K - $19.8K
22.4K $410K
HLI
Houlihan Lokey, Inc.

Financial Services
327
+ 28.02%
$178.07 - $202.25 $58.2K - $66.1K
1.49K $268K
DFAS
Dimensional ETF Tr U S Small C

ETFs
524
+ 9.81%
$66.04 - $69.67 $34.6K - $36.5K
5.87K $394K
XLRE
Select Sector Spdr Tr Real Est

ETFs
856
+ 13.85%
$40.65 - $42.74 $34.8K - $36.6K
7.04K $288K
BWA
Borgwarner Inc

Consumer Cyclical
358
+ 2.46%
$41.21 - $46.01 $14.8K - $16.5K
14.9K $668K
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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