Hb Wealth Management, LLC Sells in Q4 2025

Hb Wealth Management, LLC

  • $15 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
HD
Home Depot, Inc.

Consumer Cyclical
-1.38K
- 0.2%
$358.03 - $397.02 $494K - $547K
685K $245M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-240K
- 35.78%
$100.33 - $100.69 $24.1M - $24.1M
431K $43.3M
ORCL
Oracle Corp

Technology
-3.01K
- 1.61%
$217.57 - $313.0 $655K - $943K
184K $40.4M
TROW
Price T Rowe Group Inc

Financial Services
-54.2K
- 4.68%
$101.07 - $106.13 $5.48M - $5.75M
1.1M $112M
ORCC
Owl Rock Capital Corp

Financial Services
-422K
- 56.77%
N/A
322K $4.31M
HTRB
Hartford Fds Total Return Bd E

ETFs
-154K
- 9.98%
$34.29 - $34.81 $5.3M - $5.38M
1.39M $47.8M
IVW
Ishares S&P 500 Growth ETF

ETFs
-37.9K
- 1.57%
$118.29 - $126.28 $4.48M - $4.78M
2.37M $287M
PG
Procter & Gamble CO

Consumer Defensive
-9.13K
- 3.31%
$145.5 - $153.18 $1.33M - $1.4M
267K $38.9M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
-63.8K
- 7.09%
$47.45 - $47.71 $3.03M - $3.04M
835K $39.7M
T
At&T Inc.

Communication Services
-3.13K
- 0.29%
$24.44 - $27.55 $76.4K - $86.1K
1.08M $27.6M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-90.6K
- 3.38%
N/A
2.59M $81.6M
CMCSA
Comcast Corp

Communication Services
-58.9K
- 20.15%
$26.98 - $31.09 $1.59M - $1.83M
233K $6.35M
CVX
Chevron Corp

Energy
-15.6K
- 7.72%
$148.9 - $157.72 $2.32M - $2.46M
186K $28.8M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-23.3K
- 15.94%
$55.57 - $63.17 $1.29M - $1.47M
123K $6.82M
TYL
Tyler Technologies Inc

Technology
-3.79K
- 48.31%
$460.81 - $518.69 $1.75M - $1.97M
4.05K $1.9M
SNPS
Synopsys Inc

Technology
-3.31K
- 41.95%
$389.83 - $489.36 $1.29M - $1.62M
4.58K $1.79M
CPRT
Copart Inc

Consumer Cyclical
-42.5K
- 48.67%
$39.98 - $45.76 $1.7M - $1.95M
44.9K $1.84M
MANH
Manhattan Associates Inc

Technology
-8.29K
- 55.11%
$175.13 - $208.9 $1.45M - $1.73M
6.75K $1.2M
FIS
Fidelity National Information Services, Inc.

Technology
-27.3K
- 43.0%
$61.5 - $68.57 $1.68M - $1.87M
36.2K $2.32M
ICE
Intercontinental Exchange, Inc.

Financial Services
-2.73K
- 3.2%
$145.59 - $162.64 $397K - $444K
82.4K $12.5M
LOW
Lowes Companies Inc

Consumer Cyclical
-1.2K
- 2.07%
$225.0 - $247.99 $269K - $297K
56.6K $12.7M
GBDC
Golub Capital Bdc, Inc.

Financial Services
-126K
- 50.42%
$13.33 - $14.31 $1.68M - $1.8M
124K $1.71M
AVUV
American Centy ETF Tr Avantis

ETFs
-9.39K
- 2.5%
$95.19 - $100.66 $894K - $945K
365K $35.7M
HON
Honeywell International Inc

Industrials
-1.51K
- 1.63%
$194.07 - $220.67 $294K - $334K
91.3K $17.9M
ZTS
Zoetis Inc.

Healthcare
-9.18K
- 50.62%
$118.8 - $147.53 $1.09M - $1.35M
8.96K $1.06M
ABT
Abbott Laboratories

Healthcare
-6.65K
- 3.62%
$123.62 - $134.59 $823K - $896K
177K $23.1M
VO
Vanguard Mid Cap ETF

ETFs
-2.52K
- 2.13%
$286.27 - $296.23 $721K - $746K
116K $33.2M
CSGP
Costar Group, Inc.

Real Estate
-3.1K
- 4.02%
$67.23 - $84.8 $208K - $262K
73.8K $5.02M
NEU
Newmarket Corp

Basic Materials
-84
- 0.28%
$742.86 - $873.09 $62.4K - $73.3K
29.9K $23.4M
AMT
American Tower Corp

Real Estate
-4.73K
- 10.56%
$176.64 - $193.32 $835K - $913K
40K $7.22M
PWR
Quanta Services, Inc.

Industrials
-4.11K
- 15.82%
$412.21 - $453.83 $1.7M - $1.87M
21.9K $9.39M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-12K
- 65.96%
$82.82 - $104.04 $993K - $1.25M
6.19K $513K
WM
Waste Management Inc

Industrials
-3.32K
- 6.76%
$196.77 - $219.98 $652K - $729K
45.7K $9.56M
APD
Air Products & Chemicals, Inc.

Basic Materials
-2.8K
- 7.81%
$237.56 - $271.47 $664K - $759K
33K $8.56M
TFC
Truist Financial Corp

Financial Services
-23.3K
- 15.11%
$41.09 - $45.64 $957K - $1.06M
131K $5.87M
ADBE
Adobe Inc.

Technology
-1.7K
- 8.5%
$325.07 - $359.91 $554K - $613K
18.3K $5.96M
DFAU
Dimensional ETF Tr

ETFs
-29.4K
- 2.15%
$44.77 - $47.01 $1.32M - $1.38M
1.34M $61.7M
EFX
Equifax Inc

Industrials
-556
- 2.86%
$204.19 - $253.84 $114K - $141K
18.9K $3.91M
ACWI
Ishares Msci Acwi ETF

ETFs
-8.96K
- 8.97%
$135.71 - $142.56 $1.22M - $1.28M
91K $12.7M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-18.5K
- 36.6%
$56.0 - $57.6 $1.04M - $1.07M
32.1K $1.82M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-57.6K
- 5.46%
$39.72 - $42.69 $2.29M - $2.46M
999K $42M
URI
United Rentals, Inc.

Industrials
-61
- 0.92%
$806.61 - $1020.0 $49.2K - $62.2K
6.55K $5.28M
VZ
Verizon Communications Inc

Communication Services
-10.5K
- 5.25%
$38.4 - $43.83 $402K - $459K
189K $7.75M
AFL
Aflac Inc

Financial Services
-10.5K
- 14.05%
$105.7 - $115.01 $1.11M - $1.21M
64.5K $7.37M
PGR
Progressive Corp

Financial Services
-1.25K
- 4.08%
$203.7 - $246.46 $255K - $308K
29.4K $6.62M
SHW
Sherwin Williams CO

Basic Materials
-1.36K
- 3.99%
$330.74 - $354.45 $450K - $482K
32.7K $10.9M
WST
West Pharmaceutical Services Inc

Healthcare
-3.33K
- 27.31%
$261.17 - $307.25 $868K - $1.02M
8.85K $2.31M
VMC
Vulcan Materials CO

Basic Materials
-336
- 1.17%
$280.58 - $309.07 $94.3K - $104K
28.4K $7.97M
FISV
Fiserv Inc

Technology
-6.58K
- 20.41%
N/A
25.7K $3.21M
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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