Hb Wealth Management, LLC Reduced Holdings in Q4 2025

Hb Wealth Management, LLC

  • $15 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
KMB
Kimberly Clark Corp

Consumer Defensive
-4.24K
- 23.66%
$100.05 - $123.23 $424K - $522K
13.7K $1.42M
BRP
Brp Group, Inc.

Financial Services
-19K
- 20.48%
N/A
73.7K $2.95M
DIS
Walt Disney CO

Communication Services
-149
- 0.18%
$105.69 - $116.65 $15.7K - $17.4K
84.1K $8.89M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.12K
- 0.84%
$114.27 - $121.15 $242K - $257K
250K $29.2M
DD
Du Pont De Nemours, Inc.

Basic Materials
-1.29K
- 7.19%
$34.69 - $82.16 $44.9K - $106K
16.7K $662K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-7.63K
- 2.76%
$87.0 - $90.6 $664K - $691K
269K $23.9M
CDNS
Cadence Design Systems Inc

Technology
-46
- 0.24%
$314.93 - $353.36 $14.5K - $16.3K
19.2K $6.06M
PCAR
Paccar Inc

Industrials
-5.43K
- 9.32%
$93.0 - $101.08 $505K - $548K
52.8K $5.05M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-7.08K
- 3.8%
$63.25 - $66.24 $448K - $469K
179K $11.5M
AZO
Autozone Inc

Consumer Cyclical
-14
- 1.03%
$3576.14 - $4253.71 $50.1K - $59.6K
1.35K $5.19M
MSTR
Microstrategy Inc

Technology
-676
- 18.53%
$199.75 - $359.69 $135K - $243K
2.97K $593K
AJG
Arthur J. Gallagher & Co.

Financial Services
-302
- 3.16%
$242.98 - $310.48 $73.4K - $93.8K
9.25K $2.39M
CRM
Salesforce, Inc.

Technology
-2.39K
- 5.73%
$235.69 - $263.41 $562K - $628K
39.2K $9.3M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-17.2K
- 0.94%
$37.61 - $39.41 $648K - $679K
1.82M $70.3M
AON
Aon PLC

Financial Services
-1.44K
- 19.77%
$326.07 - $366.93 $469K - $528K
5.84K $2.04M
BRO
Brown & Brown, Inc.

Financial Services
-3.85K
- 21.67%
$76.42 - $95.96 $294K - $370K
13.9K $1.12M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-12.9K
- 10.64%
$40.28 - $40.85 $518K - $525K
108K $4.36M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-5.12K
- 31.68%
$99.77 - $105.23 $511K - $538K
11K $1.11M
RBLX
Roblox Corp

Communication Services
-645
- 5.04%
$101.27 - $138.56 $65.3K - $89.4K
12.1K $1.24M
BDX
Becton Dickinson & CO

Healthcare
-3.33K
- 10.19%
$176.39 - $193.93 $587K - $645K
29.3K $5.6M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-5.44K
- 16.6%
$61.89 - $76.13 $337K - $414K
27.3K $1.69M
PSA
Public Storage

Real Estate
-1.6K
- 39.94%
$272.78 - $311.8 $436K - $498K
2.4K $659K
GPN
Global Payments Inc

Industrials
-2.09K
- 5.66%
$74.11 - $88.53 $155K - $185K
34.8K $2.58M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-10.8K
- 3.32%
$28.9 - $30.17 $313K - $327K
315K $9.2M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-18.9K
- 46.61%
$24.85 - $25.28 $469K - $477K
21.6K $541K
CI
Cigna Corp

Healthcare
-720
- 4.5%
$244.41 - $311.0 $176K - $224K
15.3K $4.14M
TXN
Texas Instruments Inc

Technology
-2.37K
- 2.79%
N/A
82.5K $16M
EOG
Eog Resources Inc

Energy
-3.68K
- 20.85%
$105.0 - $111.92 $386K - $411K
14K $1.54M
VEEV
Veeva Systems Inc

Healthcare
-1.17K
- 6.05%
$283.73 - $306.22 $333K - $359K
18.2K $5.34M
LNG
Cheniere Energy, Inc.

Energy
-1.53K
- 33.41%
$205.63 - $235.74 $314K - $360K
3.04K $654K
DEO
Diageo PLC

Consumer Defensive
-3.74K
- 15.49%
$87.26 - $98.67 $326K - $369K
20.4K $1.89M
HDV
Ishares Core High Dividend ETF

ETFs
-2.97K
- 1.84%
$118.22 - $122.79 $351K - $365K
159K $19.4M
HPE
Hewlett Packard Enterprise CO

Technology
-9.01K
- 8.36%
$22.5 - $26.25 $203K - $236K
98.7K $2.25M
VV
Vanguard Large Cap ETF

ETFs
-1.64K
- 3.57%
$301.9 - $317.98 $495K - $522K
44.3K $13.8M
OKE
Oneok Inc

Energy
-4.16K
- 12.82%
$64.31 - $72.98 $268K - $304K
28.3K $2M
NOC
Northrop Grumman Corp

Industrials
-61
- 0.85%
$558.0 - $637.95 $34K - $38.9K
7.15K $4.03M
SAP
Sap Se

Technology
-91
- 0.74%
$238.9 - $280.46 $21.7K - $25.5K
12.1K $2.9M
VOT
Vanguard Mid Cap Growth Index

ETFs
-104
- 0.43%
$279.76 - $298.12 $29.1K - $31K
23.9K $6.69M
GRMN
Garmin LTD

Technology
-201
- 3.23%
$194.13 - $259.77 $39K - $52.2K
6.02K $1.17M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-6.84K
- 36.38%
$46.96 - $49.73 $321K - $340K
12K $575K
IWM
Ishares Russell 2000 ETF

ETFs
-662
- 1.5%
$236.79 - $250.33 $157K - $166K
43.5K $10.3M
NXPI
Nxp Semiconductors N.V.

Technology
-769
- 11.59%
$197.1 - $231.42 $152K - $178K
5.87K $1.16M
NVO
Novo Nordisk A S

Healthcare
-2.6K
- 7.97%
$45.68 - $59.65 $119K - $155K
30K $1.45M
MLM
Martin Marietta Materials Inc

Basic Materials
-131
- 1.64%
$596.44 - $656.85 $78.1K - $86K
7.88K $4.7M
ELV
Elevance Health, Inc.

Healthcare
-1.28K
- 4.81%
$303.78 - $362.34 $388K - $463K
25.3K $8.24M
SPOT
Spotify Technology S.A.

Communication Services
-247
- 8.32%
$616.91 - $707.3 $152K - $175K
2.72K $1.73M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-24.7K
- 20.7%
$11.32 - $12.35 $280K - $306K
94.8K $1.14M
FLO
Flowers Foods Inc

Consumer Defensive
-23.6K
- 61.0%
$11.37 - $13.16 $269K - $311K
15.1K $172K
STZ
Constellation Brands, Inc.

Consumer Defensive
-1.98K
- 15.56%
$127.65 - $142.97 $252K - $283K
10.7K $1.38M
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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