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
OSIS
Osi Systems Inc

Technology
15
+ 1.56%
$241.5 - $286.96 $3.62K - $4.3K
977 $267K
ACM
Aecom

Industrials
125
+ 3.35%
$128.8 - $134.35 $16.1K - $16.8K
3.86K $515K
IWP
Ishares Russell Mid Cap Growth

ETFs
580
+ 6.31%
$136.84 - $145.3 $79.4K - $84.3K
9.78K $1.34M
KIM
Kimco Realty Corp

Real Estate
2.17K
+ 18.35%
$20.24 - $22.41 $43.8K - $48.5K
14K $285K
DCI
Donaldson CO Inc

Industrials
175
+ 5.47%
$79.88 - $88.21 $14K - $15.4K
3.37K $288K
INGR
Ingredion Inc

Consumer Defensive
707
+ 20.81%
$106.45 - $121.64 $75.3K - $86K
4.1K $441K
LII
Lennox International Inc

Industrials
191
+ 17.67%
$471.5 - $554.58 $90.1K - $106K
1.27K $599K
TT
Trane Technologies PLC

Industrials
145
+ 1.58%
$408.5 - $448.65 $59.2K - $65.1K
9.3K $3.89M
FNDF
Schwab Fundamental Intl Large

ETFs
387
+ 7.45%
$42.35 - $45.18 $16.4K - $17.5K
5.58K $249K
NMR
Nomura Holdings Inc

Financial Services
3K
+ 16.77%
$6.73 - $7.39 $20.2K - $22.1K
20.9K $154K
CRUS
Cirrus Logic, Inc.

Technology
289
+ 16.97%
$115.68 - $135.01 $33.4K - $39K
1.99K $237K
BHP
Bhp Group LTD

Basic Materials
563
+ 9.99%
$53.62 - $57.96 $30.2K - $32.6K
6.2K $338K
IBKR
Interactive Brokers Group, Inc.

Financial Services
723
+ 7.99%
$64.77 - $73.08 $46.8K - $52.8K
9.78K $645K
MAIN
Main Street Capital Corp

Financial Services
1.39K
+ 12.52%
$55.1 - $63.97 $76.4K - $88.7K
12.5K $727K
UA
Under Armour Inc Cl C

Consumer Cyclical
6.6K
+ 56.45%
$4.28 - $4.92 $28.2K - $32.4K
18.3K $79K
TAP
Molson Coors Beverage CO

Consumer Defensive
362
+ 7.46%
$43.22 - $47.33 $15.6K - $17.1K
5.21K $242K
CHKP
Check Point Software Technologies LTD

Technology
223
+ 10.18%
$188.36 - $204.97 $42K - $45.7K
2.41K $476K
ABCB
Ameris Bancorp

Financial Services
342
+ 5.34%
$69.41 - $74.91 $23.7K - $25.6K
6.75K $491K
KR
Kroger CO

Consumer Defensive
550
+ 2.62%
$63.15 - $69.15 $34.7K - $38K
21.5K $1.44M
ENSG
Ensign Group, Inc

Healthcare
70
+ 3.87%
$173.93 - $189.93 $12.2K - $13.3K
1.88K $334K
ADT
Adt Inc.

Industrials
4.16K
+ 14.83%
$8.08 - $8.84 $33.6K - $36.8K
32.2K $266K
PIPR
Piper Sandler Companies

Financial Services
111
+ 13.17%
$319.26 - $351.19 $35.4K - $39K
954 $313K
AOA
Ishares Tr Core Aggressive All

ETFs
182
+ 2.89%
$86.51 - $90.12 $15.7K - $16.4K
6.48K $575K
MGY
Magnolia Oil & Gas Corp

Energy
1.28K
+ 13.43%
$21.41 - $24.08 $27.3K - $30.8K
10.8K $248K
HMOP
Hartford Fds Exchange Traded T

ETFs
510
+ 7.12%
$38.92 - $39.33 $19.8K - $20.1K
7.68K $300K
RES
Rpc Inc

Energy
293
+ 1.01%
$4.23 - $5.68 $1.24K - $1.66K
29.3K $158K
XLP
Consumer Staples Sector Spdr

ETFs
277
+ 1.7%
N/A
16.6K $1.26M
UCBI
United Community Banks Inc

Financial Services
708
+ 3.92%
N/A
18.8K $549K
LUV
Southwest Airlines CO

Industrials
226
+ 1.57%
$29.67 - $34.68 $6.71K - $7.84K
14.7K $481K
GPS
Gap Inc

Consumer Cyclical
990
+ 9.25%
N/A
11.7K $235K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
270
+ 0.5%
$50.68 - $58.29 $13.7K - $15.7K
53.9K $3.04M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
78
+ 6.18%
$506.07 - $566.91 $39.5K - $44.2K
1.34K $709K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
16
+ 0.16%
$123.29 - $134.49 $1.97K - $2.15K
9.99K $1.34M
IRBO
Ishares Robotics & Artificial

ETFs
636
+ 7.36%
N/A
9.28K $297K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
233
+ 10.79%
$120.73 - $128.98 $28.1K - $30.1K
2.39K $293K
SHG
Shinhan Financial Group CO LTD

Financial Services
602
+ 10.52%
N/A
6.32K $218K
CHD
Church & Dwight CO Inc

Consumer Defensive
510
+ 7.43%
$81.8 - $90.01 $41.7K - $45.9K
7.38K $620K
ROL
Rollins Inc

Consumer Cyclical
529
+ 2.21%
$53.87 - $59.67 $28.5K - $31.6K
24.4K $1.42M
ON
On Semiconductor Corp

Technology
982
+ 8.53%
$45.74 - $55.08 $44.9K - $54.1K
12.5K $585K
NTR
Nutrien Ltd.

Basic Materials
267
+ 7.22%
$53.64 - $61.11 $14.3K - $16.3K
3.97K $235K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
62
+ 1.19%
$58.51 - $64.76 $3.63K - $4.02K
5.27K $327K
IDA
Idacorp Inc

Utilities
202
+ 9.07%
$127.98 - $137.7 $25.9K - $27.8K
2.43K $311K
WRB
Berkley W R Corp

Financial Services
167
+ 1.45%
$71.34 - $78.46 $11.9K - $13.1K
11.7K $902K
ELAN
Elanco Animal Health Inc

Healthcare
359
+ 3.32%
$19.76 - $22.86 $7.09K - $8.21K
11.2K $235K
SSNC
Ss&C Technologies Holdings Inc

Technology
404
+ 11.57%
$79.54 - $88.08 $32.1K - $35.6K
3.9K $325K
SUI
Sun Communities Inc

Real Estate
221
+ 4.12%
$119.53 - $130.14 $26.4K - $28.8K
5.59K $708K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
63
+ 0.81%
$63.98 - $67.45 $4.03K - $4.25K
7.81K $519K
EMB
Ishares Tr

ETFs
157
+ 7.15%
$94.63 - $97.03 $14.9K - $15.2K
2.35K $225K
OPEN
Opendoor Technologies Inc.

Real Estate
3
+ 0.0%
$6.56 - $9.37 $19.7 - $28.1
98.3K $798K
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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