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
CG
Carlyle Group Inc.

Financial Services
310
+ 2.6%
$51.16 - $63.48 $15.9K - $19.7K
12.2K $652K
IGV
Ishares Expanded Tech Software

ETFs
65
+ 0.47%
$106.84 - $117.08 $6.94K - $7.61K
13.8K $1.48M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
5.85K
+ 15.74%
$29.81 - $42.36 $174K - $248K
43K $1.36M
HOOD
Robinhood Markets, Inc.

Technology
3.65K
+ 13.68%
$121.53 - $152.46 $443K - $556K
30.3K $3.71M
TMUS
T Mobile Us, Inc.

Communication Services
1.3K
+ 7.86%
$201.01 - $233.26 $262K - $304K
17.9K $3.86M
TILE
Interface Inc

Consumer Cyclical
248
+ 0.62%
$24.9 - $28.57 $6.18K - $7.09K
40.4K $1.05M
XLF
Financial Sector Spdr

ETFs
880
+ 0.75%
$51.76 - $53.77 $45.5K - $47.3K
118K $6.2M
SCHA
Schwab Strategic Tr Us Small C

ETFs
298
+ 0.1%
$27.17 - $28.65 $8.1K - $8.54K
288K $7.9M
COST
Costco Wholesale Corp

Consumer Defensive
247
+ 0.91%
$910.94 - $954.99 $225K - $236K
27.4K $25M
ETN
Eaton Corp PLC

Industrials
1.28K
+ 4.8%
$352.39 - $387.75 $450K - $495K
27.9K $9.82M
TPR
Tapestry, Inc.

Consumer Cyclical
38
+ 0.32%
$98.81 - $117.14 $3.75K - $4.45K
11.8K $1.2M
XLC
Select Sector Spdr Tr Communic

ETFs
139
+ 0.62%
$111.33 - $117.16 $15.5K - $16.3K
22.6K $2.51M
ITW
Illinois Tool Works Inc

Industrials
985
+ 4.29%
$242.03 - $260.73 $238K - $257K
24K $5.84M
BZH
Beazer Homes Usa Inc

Consumer Cyclical
53
+ 0.09%
$21.4 - $25.02 $1.13K - $1.33K
57.5K $1.26M
CTAS
Cintas Corp

Industrials
15
+ 0.17%
$182.04 - $203.64 $2.73K - $3.05K
8.87K $1.66M
SFBS
Servis First Bancshares, Inc.

Financial Services
116
+ 0.61%
$68.87 - $82.36 $7.99K - $9.55K
19.2K $1.37M
BA
Boeing CO

Industrials
1.92K
+ 8.58%
$191.81 - $225.32 $367K - $431K
24.2K $4.65M
EYE
National Vision Holdings, Inc.

Consumer Cyclical
200
+ 0.62%
$23.48 - $29.26 $4.7K - $5.85K
32.7K $774K
CVNA
Carvana Co.

Consumer Cyclical
31
+ 0.98%
$290.14 - $395.41 $8.99K - $12.3K
3.19K $1.02M
CELH
Celsius Holdings, Inc.

Consumer Defensive
913
+ 5.74%
$41.52 - $64.86 $37.9K - $59.2K
16.8K $719K
MCHP
Microchip Technology Inc

Technology
865
+ 3.83%
$53.48 - $67.52 $46.3K - $58.4K
23.4K $1.25M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
468
+ 3.34%
$176.58 - $207.02 $82.6K - $96.9K
14.5K $2.62M
ECL
Ecolab Inc.

Basic Materials
675
+ 2.62%
$253.06 - $281.35 $171K - $190K
26.4K $6.83M
COP
Conocophillips

Energy
975
+ 1.8%
$85.66 - $95.46 $83.5K - $93.1K
55.3K $4.9M
INTU
Intuit Inc

Technology
381
+ 2.88%
$641.79 - $683.39 $245K - $260K
13.6K $8.78M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
4.62K
+ 5.91%
$91.7 - $105.68 $424K - $488K
82.8K $8.18M
UNH
Unitedhealth Group Inc

Healthcare
2.59K
+ 5.77%
$320.52 - $369.92 $830K - $958K
47.5K $15.2M
NSC
Norfolk Southern Corp

Industrials
534
+ 2.0%
$279.53 - $300.15 $149K - $160K
27.2K $7.73M
APP
App Lovin Corp

Technology
1.08K
+ 19.44%
$552.64 - $704.09 $597K - $761K
6.64K $3.7M
FAST
Fastenal CO

Industrials
8.87K
+ 11.4%
$40.45 - $48.17 $359K - $427K
86.6K $3.5M
ACN
Accenture PLC

Technology
1.48K
+ 1.11%
$234.02 - $253.35 $347K - $376K
135K $32.6M
NKE
Nike, Inc.

Consumer Cyclical
51
+ 0.1%
$60.8 - $74.57 $3.1K - $3.8K
53.2K $3.34M
AXON
Axon Enterprise, Inc.

Industrials
15
+ 0.61%
$554.37 - $759.44 $8.32K - $11.4K
2.49K $1.38M
KKR
Kkr & Co. Inc.

Financial Services
3.04K
+ 3.93%
$117.52 - $127.65 $357K - $388K
80.4K $9.64M
USB
Us Bancorp \De\

Financial Services
3.55K
+ 1.4%
$45.28 - $48.26 $161K - $172K
258K $11.7M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
311
+ 3.35%
$252.87 - $320.26 $78.6K - $99.6K
9.6K $2.43M
BKNG
Booking Holdings Inc.

Consumer Cyclical
45
+ 3.21%
$4804.01 - $5424.55 $216K - $244K
1.45K $6.95M
SO
Southern CO

Utilities
1.91K
+ 1.0%
$90.58 - $99.72 $173K - $191K
192K $17.4M
MO
Altria Group, Inc.

Consumer Defensive
4.07K
+ 3.56%
$56.38 - $66.65 $230K - $271K
118K $6.89M
UBER
Uber Technologies, Inc

Technology
4.82K
+ 2.74%
$91.62 - $100.1 $442K - $483K
181K $16.6M
U
Unity Software Inc.

Technology
2.3K
+ 0.94%
$34.72 - $43.13 $80K - $99.3K
248K $9.11M
GPC
Genuine Parts CO

Consumer Cyclical
465
+ 0.6%
$122.69 - $140.39 $57.1K - $65.3K
78.2K $9.95M
PM
Philip Morris International Inc.

Consumer Defensive
269
+ 0.28%
$144.33 - $160.86 $38.8K - $43.3K
95.3K $14.6M
UNP
Union Pacific Corp

Industrials
149
+ 0.25%
$216.37 - $237.41 $32.2K - $35.4K
59.3K $13.1M
PNC
Pnc Financial Services Group, Inc.

Financial Services
60
+ 0.11%
$178.37 - $198.46 $10.7K - $11.9K
54.2K $9.98M
BX
Blackstone Inc.

Financial Services
4.4K
+ 9.24%
$138.42 - $168.45 $608K - $741K
52K $7.2M
MA
Mastercard Inc

Financial Services
355
+ 0.69%
$536.85 - $580.45 $191K - $206K
51.6K $27.7M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
155
+ 0.08%
$68.8 - $78.04 $10.7K - $12.1K
201K $13.8M
ADP
Automatic Data Processing Inc

Industrials
658
+ 1.46%
$250.9 - $292.94 $165K - $193K
45.8K $11.5M
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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