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
ESLT
Elbit Systems LTD

Industrials
74
+ 13.38%
$463.47 - $526.29 $34.3K - $38.9K
627 $296K
COLD
Americold Realty Trust

Real Estate
3.5K
+ 23.0%
$10.72 - $14.08 $37.5K - $49.3K
18.7K $201K
DNP
Dnp Select Income Fund Inc

Financial Services
750
+ 1.25%
$9.93 - $10.23 $7.45K - $7.67K
60.7K $614K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
156
+ 1.9%
$100.8 - $103.83 $15.7K - $16.2K
8.37K $861K
HBAN
Huntington Bancshares Inc

Financial Services
6.67K
+ 11.16%
$15.16 - $17.21 $101K - $115K
66.4K $1.04M
IWS
Ishares Russell Midcap Value E

ETFs
155
+ 2.79%
$135.66 - $140.93 $21K - $21.8K
5.72K $787K
FNF
Fidelity National Financial, Inc.

Financial Services
1.2K
+ 4.49%
$54.56 - $60.34 $65.5K - $72.5K
27.9K $1.63M
MTB
M&T Bank Corp

Financial Services
298
+ 7.14%
$178.63 - $195.63 $53.2K - $58.3K
4.47K $836K
CBSH
Commerce Bancshares Inc

Financial Services
771
+ 15.35%
$52.19 - $59.46 $40.2K - $45.8K
5.8K $310K
NWL
Newell Brands Inc.

Consumer Defensive
9.28K
+ 76.02%
$3.11 - $5.39 $28.9K - $50K
21.5K $73K
GOSS
Gossamer Bio, Inc.

Healthcare
1.18K
+ 1.24%
$2.09 - $2.71 $2.46K - $3.19K
95.9K $259K
MHK
Mohawk Industries Inc

Consumer Cyclical
638
+ 24.24%
$106.88 - $131.48 $68.2K - $83.9K
3.27K $349K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
699
+ 6.79%
$42.74 - $47.14 $29.9K - $33K
11K $489K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
83
+ 2.01%
$61.09 - $64.21 $5.07K - $5.33K
4.2K $265K
SCHC
Schwab Strategic Tr Intl Small

ETFs
411
+ 2.17%
$44.43 - $46.12 $18.3K - $19K
19.4K $872K
AVSD
American Centy ETF Tr Avantis

ETFs
50
+ 0.52%
$70.41 - $73.26 $3.52K - $3.66K
9.65K $696K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
19
+ 0.08%
$56.33 - $59.22 $1.07K - $1.13K
24.8K $1.43M
SLF
Sun Life Financial Inc

Financial Services
194
+ 5.14%
$57.97 - $62.38 $11.2K - $12.1K
3.97K $235K
BVS
Bioventus Inc.

Healthcare
205
+ 1.89%
$6.51 - $7.65 $1.33K - $1.57K
11K $81K
DGX
Quest Diagnostics Inc

Healthcare
58
+ 0.52%
N/A
11.3K $1.55M
OEF
Ishares S&P 100 ETF

ETFs
32
+ 0.14%
N/A
23.1K $6.14M
ALLY
Ally Financial Inc.

Financial Services
189
+ 3.01%
$36.96 - $41.81 $6.99K - $7.9K
6.46K $253K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
215
+ 2.45%
$31.85 - $34.76 $6.85K - $7.47K
9K $305K
ARES
Ares Management Corp

Financial Services
948
+ 13.39%
$140.88 - $155.5 $134K - $147K
8.03K $1.14M
EWBC
East West Bancorp Inc

Financial Services
148
+ 6.89%
$94.31 - $107.45 $14K - $15.9K
2.3K $236K
TRU
Trans Union

Industrials
460
+ 7.52%
$73.51 - $85.6 $33.8K - $39.4K
6.57K $520K
ALLE
Allegion PLC

Industrials
328
+ 11.44%
$161.25 - $179.47 $52.9K - $58.9K
3.19K $515K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
115
+ 0.98%
N/A
11.9K $684K
EQH
Equitable Holdings, Inc.

Financial Services
819
+ 17.17%
$44.61 - $51.16 $36.5K - $41.9K
5.59K $249K
USO
United States Oil Fund, LP

ETFs
216
+ 5.49%
$67.81 - $73.53 $14.6K - $15.9K
4.15K $296K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
92
+ 1.68%
N/A
5.57K $360K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
21
+ 0.38%
$76.84 - $80.86 $1.61K - $1.7K
5.59K $442K
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
1.83K
+ 16.73%
$5.54 - $6.18 $10.1K - $11.3K
12.8K $71K
MGM
Mgm Resorts International

Consumer Cyclical
1.2K
+ 8.14%
$30.72 - $34.75 $37K - $41.8K
16K $518K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
258
+ 4.93%
$79.4 - $86.54 $20.5K - $22.3K
5.49K $448K
WES
Western Midstream Partners, LP

Energy
233
+ 2.95%
$37.26 - $39.65 $8.68K - $9.24K
8.13K $314K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
254
+ 0.8%
$18.77 - $18.93 $4.77K - $4.81K
31.8K $598K
AINV
Apollo Investment Corp

Financial Services
436
+ 3.3%
N/A
13.7K $151K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
11
+ 0.24%
$54.27 - $56.85 $597 - $625
4.6K $258K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
159
+ 0.61%
$20.53 - $20.66 $3.26K - $3.28K
26.2K $538K
FITB
Fifth Third Bancorp

Financial Services
3.29K
+ 4.76%
$40.36 - $44.41 $133K - $146K
72.4K $3.08M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
16
+ 0.4%
$51.46 - $55.61 $823 - $890
4.06K $222K
TGTX
Tg Therapeutics, Inc.

Healthcare
1.06K
+ 17.73%
$30.3 - $36.76 $32.1K - $39K
7.04K $218K
VCIT
Vanguard Intermediate Term Cor

ETFs
76
+ 1.04%
$83.45 - $84.82 $6.34K - $6.45K
7.37K $615K
TSCO
Tractor Supply CO

Consumer Cyclical
597
+ 2.85%
$52.49 - $56.37 $31.3K - $33.7K
21.5K $1.19M
ADI
Analog Devices Inc

Technology
1.03K
+ 6.89%
$225.32 - $246.37 $233K - $254K
16K $3.68M
CHK
Chesapeake Energy Corp

Energy
19
+ 0.44%
N/A
4.29K $368K
TDS
Telephone & Data Systems Inc

Communication Services
194
+ 3.41%
$37.69 - $39.71 $7.31K - $7.7K
5.88K $225K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
129
+ 1.35%
$26.14 - $26.55 $3.37K - $3.42K
9.69K $253K
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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