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
URBN
Urban Outfitters Inc

Consumer Cyclical
69
+ 2.39%
$61.37 - $73.13 $4.23K - $5.05K
2.96K $181K
MP
Mp Materials Corp.

Basic Materials
435
+ 7.13%
$51.95 - $98.65 $22.6K - $42.9K
6.53K $383K
COIN
Coinbase Global, Inc.

Technology
693
+ 16.72%
$283.14 - $387.27 $196K - $268K
4.84K $1.37M
FSS
Federal Signal Corp

Industrials
172
+ 3.33%
$109.74 - $129.76 $18.9K - $22.3K
5.33K $585K
TDY
Teledyne Technologies Inc

Technology
78
+ 9.55%
$501.23 - $593.62 $39.1K - $46.3K
895 $448K
JBL
Jabil Inc

Technology
232
+ 4.48%
$193.99 - $222.32 $45K - $51.6K
5.41K $1.09M
ATLC
Atlanticus Holdings Corp

Financial Services
5
+ 0.08%
$51.0 - $61.24 $255 - $306
6.38K $340K
LYV
Live Nation Entertainment, Inc.

Communication Services
719
+ 15.22%
$134.79 - $158.88 $96.9K - $114K
5.44K $739K
WTW
Willis Towers Watson PLC

Financial Services
117
+ 3.83%
$313.1 - $349.93 $36.6K - $40.9K
3.17K $1.02M
AUB
Atlantic Union Bankshares Corp

Financial Services
143
+ 1.0%
$32.36 - $36.13 $4.63K - $5.17K
14.4K $467K
IR
Ingersoll Rand Inc.

Industrials
436
+ 4.54%
$75.47 - $84.18 $32.9K - $36.7K
10K $757K
VNT
Vontier Corp

Technology
340
+ 4.31%
$35.9 - $43.21 $12.2K - $14.7K
8.24K $295K
CL
Colgate Palmolive CO

Consumer Defensive
708
+ 0.86%
$74.98 - $79.86 $53.1K - $56.5K
82.9K $6.54M
SATS
Echo Star Corp

Technology
98
+ 2.03%
$67.4 - $79.5 $6.61K - $7.79K
4.93K $332K
SE
Sea LTD

Consumer Cyclical
139
+ 8.83%
$140.04 - $192.69 $19.5K - $26.8K
1.71K $241K
NTAP
Net App, Inc.

Technology
128
+ 2.06%
$109.44 - $121.82 $14K - $15.6K
6.35K $695K
CCL
Carnival Corp

Consumer Cyclical
1.94K
+ 5.96%
$26.02 - $30.0 $50.3K - $58.1K
34.4K $894K
FOUR
Shift4 Payments, Inc.

Technology
24
+ 0.39%
$66.15 - $79.5 $1.59K - $1.91K
6.22K $434K
SYY
Sysco Corp

Consumer Defensive
2.34K
+ 8.05%
$72.9 - $83.27 $170K - $195K
31.4K $2.34M
SSRM
Ssr Mining Inc.

Basic Materials
110
+ 0.71%
$19.48 - $25.8 $2.14K - $2.84K
15.6K $331K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
823
+ 0.93%
$136.06 - $140.64 $112K - $116K
89.3K $12.3M
KMX
Carmax Inc

Consumer Cyclical
844
+ 11.46%
$30.88 - $46.81 $26.1K - $39.5K
8.21K $282K
TTWO
Take Two Interactive Software Inc

Communication Services
413
+ 6.67%
$232.0 - $262.29 $95.8K - $108K
6.6K $1.55M
EVR
Evercore Inc.

Financial Services
119
+ 5.71%
$291.66 - $334.01 $34.7K - $39.7K
2.2K $652K
TRS
Trimas Corp

Consumer Cyclical
179
+ 2.35%
$31.08 - $39.95 $5.56K - $7.15K
7.79K $243K
RMD
Resmed Inc

Healthcare
238
+ 6.34%
$244.46 - $283.36 $58.2K - $67.4K
3.99K $975K
CSL
Carlisle Companies Inc

Industrials
3
+ 0.13%
$306.54 - $340.49 $920 - $1.02K
2.36K $723K
HUBS
Hubspot Inc

Technology
65
+ 5.89%
$386.35 - $494.58 $25.1K - $32.1K
1.17K $462K
FHN
First Horizon Corp

Financial Services
1.15K
+ 2.98%
$19.94 - $23.43 $23K - $27K
39.9K $821K
MTZ
Mastec Inc

Industrials
27
+ 0.93%
$190.08 - $221.36 $5.13K - $5.98K
2.93K $563K
EVLV
Evolv Technologies Holdings, Inc.

Industrials
14
+ 0.04%
$6.0 - $8.5 $84 - $119
35.9K $215K
ZION
Zions Bancorporation, National Association

Financial Services
68
+ 0.62%
$46.93 - $56.93 $3.19K - $3.87K
11K $562K
ODFL
Old Dominion Freight Line, Inc.

Industrials
442
+ 3.19%
$132.29 - $144.78 $58.5K - $64K
14.3K $1.89M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
591
+ 8.95%
$73.78 - $98.43 $43.6K - $58.2K
7.2K $530K
WSO
Watsco Inc

Industrials
87
+ 5.76%
$343.12 - $414.9 $29.9K - $36.1K
1.6K $547K
VNO
Vornado Realty Trust

Real Estate
223
+ 1.89%
$34.46 - $41.24 $7.68K - $9.2K
12K $414K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
2
+ 0.01%
$125.45 - $131.1 $251 - $262
28.8K $3.67M
TRMK
Trustmark Corp

Financial Services
220
+ 0.31%
$36.68 - $39.83 $8.07K - $8.76K
70.4K $2.71M
DASH
Door Dash, Inc.

Communication Services
1.62K
+ 25.96%
$195.21 - $281.74 $315K - $455K
7.84K $1.62M
VST
Vistra Corp.

Utilities
649
+ 7.01%
$171.56 - $210.85 $111K - $137K
9.91K $1.73M
O
Realty Income Corp

Real Estate
244
+ 0.99%
$56.12 - $60.64 $13.7K - $14.8K
24.8K $1.41M
PINS
Pinterest, Inc.

Communication Services
22
+ 0.15%
$25.75 - $35.24 $567 - $775
15.2K $403K
VOX
Vanguard Communication Service

ETFs
4
+ 0.03%
$180.26 - $190.8 $721 - $763
11.5K $2.08M
RELX
Relx PLC

Communication Services
1.28K
+ 5.97%
$41.33 - $47.07 $52.7K - $60.1K
22.7K $936K
RF
Regions Financial Corp

Financial Services
2.61K
+ 2.43%
$23.35 - $26.39 $60.9K - $68.9K
110K $2.74M
PRG
Prog Holdings, Inc.

Industrials
251
+ 1.2%
$27.34 - $32.72 $6.86K - $8.21K
21.1K $585K
VCR
Vanguard Consumer Discretionar

ETFs
1
+ 0.02%
$376.54 - $399.33 $377 - $399
5.58K $2.12M
ZBRA
Zebra Technologies Corp

Technology
63
+ 3.36%
$240.56 - $313.89 $15.2K - $19.8K
1.94K $466K
VRSK
Verisk Analytics, Inc.

Industrials
1.1K
+ 11.84%
$208.0 - $249.55 $229K - $275K
10.4K $2.25M
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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