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
Brookfield Renewable Corp
542
+ 3.84%
N/A
14.6K $0
Forward Air Corp
69
+ 0.75%
N/A
9.29K $0
HEIA
Heico Crp Cl A
38
+ 0.13%
N/A
29.2K $0
Fidelity Wise Origin Bitcoin
21
+ 0.61%
N/A
3.47K $0
Millrose Pptys Inc
47
+ 0.45%
N/A
10.4K $0
Brookfield Corp
52.6K
+ 51.04%
N/A
156K $0
Ferguson Enterprises Inc
298
+ 7.83%
N/A
4.11K $0
Brookfield Asset Managmt LTD
682
+ 8.0%
N/A
9.21K $0
Sandisk Corp
556
+ 17.91%
N/A
3.66K $0
GRAB
Grab Holdings LTD

Technology
4.1K
+ 10.52%
$5.41 - $6.39 $22.2K - $26.2K
43.1K $233K
HYD
Vaneck High Yield Muni ETF

ETFs
30
+ 0.21%
$50.62 - $51.21 $1.52K - $1.54K
14.7K $742K
BHR
Braemar Hotels & Resorts Inc.

Real Estate
13
+ 0.06%
$2.48 - $2.81 $32.2 - $36.5
23.3K $61K
GGG
Graco Inc

Industrials
1.06K
+ 5.8%
$80.15 - $84.86 $85K - $90K
19.3K $1.55M
MAS
Masco Corp

Industrials
1.15K
+ 17.76%
$59.36 - $71.0 $68.2K - $81.6K
7.62K $452K
IFRA
Ishares Tr

ETFs
46
+ 0.56%
$52.02 - $54.04 $2.39K - $2.49K
8.32K $433K
CHCO
City Holding CO

Financial Services
27
+ 1.27%
$117.04 - $123.58 $3.16K - $3.34K
2.15K $259K
GHC
Graham Holdings CO

Consumer Defensive
20
+ 8.44%
$949.84 - $1161.41 $19K - $23.2K
257 $275K
ALIT
Alight, Inc.

Technology
6.82K
+ 34.45%
$2.27 - $3.27 $15.5K - $22.3K
26.6K $60K
GATX
Gatx Corp

Industrials
138
+ 9.45%
$152.11 - $176.26 $21K - $24.3K
1.6K $251K
RGLD
Royal Gold Inc

Basic Materials
104
+ 6.44%
$169.08 - $206.65 $17.6K - $21.5K
1.72K $319K
CASY
Caseys General Stores Inc

Consumer Cyclical
36
+ 4.29%
$513.19 - $567.48 $18.5K - $20.4K
875 $470K
WMB
Williams Companies, Inc.

Energy
2.69K
+ 3.75%
$56.51 - $64.48 $152K - $173K
74.3K $4.53M
AVT
Avnet Inc

Technology
508
+ 10.41%
$46.45 - $53.07 $23.6K - $27K
5.39K $250K
LSCC
Lattice Semiconductor Corp

Technology
318
+ 10.97%
$62.51 - $74.58 $19.9K - $23.7K
3.22K $206K
ONL
Orion Office Reit Inc.

Real Estate
145
+ 0.76%
$2.4 - $2.74 $348 - $397
19.2K $45K
PHM
Pultegroup Inc

Consumer Cyclical
477
+ 10.28%
$118.23 - $137.61 $56.4K - $65.6K
5.12K $605K
GWW
W.W. Grainger, Inc.

Industrials
34
+ 2.32%
$926.21 - $979.0 $31.5K - $33.3K
1.5K $1.39M
MTCH
Match Group, Inc.

Communication Services
442
+ 6.16%
$31.45 - $34.76 $13.9K - $15.4K
7.62K $245K
PPC
Pilgrims Pride Corp

Consumer Defensive
290
+ 5.13%
$36.61 - $41.24 $10.6K - $12K
5.94K $222K
FNDA
Schwab Fundamental U S Small C

ETFs
632
+ 1.78%
$29.85 - $31.55 $18.9K - $19.9K
36.1K $1.1M
UWMC
Uwm Holdings Corp

Financial Services
1.3K
+ 8.02%
$5.09 - $6.26 $6.6K - $8.12K
17.5K $89K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
383
+ 1.89%
$13.49 - $14.59 $5.17K - $5.59K
20.7K $292K
R
Ryder System Inc

Industrials
88
+ 8.1%
$160.2 - $194.22 $14.1K - $17.1K
1.17K $193K
KFY
Korn Ferry

Industrials
87
+ 2.39%
$64.22 - $71.33 $5.59K - $6.21K
3.73K $242K
ADM
Archer Daniels Midland CO

Consumer Defensive
318
+ 1.1%
$56.0 - $63.38 $17.8K - $20.2K
29.2K $1.71M
LEN
Lennar Corp

Consumer Cyclical
241
+ 2.79%
$117.91 - $130.07 $28.4K - $31.3K
8.87K $1.07M
VAW
Vanguard Materials ETF

ETFs
2
+ 0.13%
$192.26 - $206.3 $385 - $413
1.56K $305K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
968
+ 12.1%
$153.8 - $189.34 $149K - $183K
8.97K $1.41M
TOL
Toll Brothers, Inc.

Consumer Cyclical
56
+ 1.83%
$127.26 - $142.72 $7.13K - $7.99K
3.12K $406K
OC
Owens Corning

Industrials
1.14K
+ 33.81%
$101.83 - $141.3 $116K - $162K
4.52K $460K
EME
Emcor Group, Inc.

Industrials
110
+ 3.77%
$618.96 - $777.0 $68.1K - $85.5K
3.03K $1.88M
USFD
Us Foods Holding Corp.

Consumer Defensive
317
+ 3.73%
$71.4 - $77.21 $22.6K - $24.5K
8.82K $632K
CLH
Clean Harbors Inc

Industrials
23
+ 2.32%
$204.29 - $246.19 $4.7K - $5.66K
1.01K $208K
WY
Weyerhaeuser CO

Real Estate
1.93K
+ 8.14%
$22.13 - $25.12 $42.7K - $48.4K
25.6K $566K
VIS
Vanguard Industrial ETF

ETFs
1
+ 0.02%
$289.12 - $301.69 $289 - $302
5.4K $1.58M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
737
+ 24.05%
$77.25 - $114.12 $56.9K - $84.1K
3.8K $310K
WSM
Williams Sonoma Inc

Consumer Cyclical
240
+ 4.75%
$181.45 - $199.63 $43.5K - $47.9K
5.29K $963K
DPZ
Dominos Pizza Inc

Consumer Cyclical
10
+ 0.77%
$398.46 - $431.24 $3.98K - $4.31K
1.32K $539K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
66
+ 0.29%
$74.62 - $78.21 $4.92K - $5.16K
22.7K $1.69M
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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