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
UGI
Ugi Corp

Utilities
-2.83K
- 26.93%
$31.75 - $34.96 $89.8K - $98.9K
7.67K $267K
GL
Globe Life Inc.

Financial Services
-230
- 5.27%
$130.64 - $140.98 $30K - $32.4K
4.13K $544K
IEMG
Ishares Inc

ETFs
-1.44K
- 2.89%
N/A
48.2K $2.59M
PPG
Ppg Industries Inc

Basic Materials
-36
- 0.4%
$94.92 - $105.45 $3.42K - $3.8K
8.98K $871K
OKTA
Okta, Inc.

Technology
-599
- 18.52%
$83.76 - $94.92 $50.2K - $56.9K
2.64K $221K
ABCL
Ab Cellera Biologics Inc.

Healthcare
-10K
- 34.51%
$3.62 - $6.17 $36.2K - $61.7K
19K $70K
EQIX
Equinix Inc

Real Estate
-101
- 4.62%
$772.6 - $846.01 $78K - $85.4K
2.08K $1.64M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-1.07K
- 7.89%
$50.22 - $52.54 $53.6K - $56.1K
12.5K $634K
SNV
Synovus Financial Corp

Financial Services
-629
- 3.42%
$44.06 - $48.68 $27.7K - $30.6K
17.8K $831K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-2.78K
- 16.65%
$24.56 - $24.79 $68.3K - $68.9K
13.9K $341K
RACE
Ferrari N.V.

Consumer Cyclical
-7
- 0.71%
$378.72 - $504.09 $2.65K - $3.53K
980 $408K
PRI
Primerica, Inc.

Financial Services
-50
- 2.05%
$250.31 - $278.99 $12.5K - $13.9K
2.38K $605K
PEAK
Healthpeak Properties, Inc.

Real Estate
-3.58K
- 11.53%
N/A
27.5K $521K
LPX
Louisiana Pacific Corp

Industrials
-275
- 8.11%
$75.41 - $93.02 $20.7K - $25.6K
3.11K $234K
EQR
Equity Residential

Real Estate
-617
- 10.6%
$58.7 - $64.1 $36.2K - $39.5K
5.2K $309K
DTE
Dte Energy CO

Utilities
-322
- 6.45%
$133.44 - $143.32 $43K - $46.1K
4.67K $640K
XLI
Industrial Sector Spdr

ETFs
-90
- 0.39%
$149.9 - $155.79 $13.5K - $14K
23.2K $3.53M
VOE
Vanguard Mid Cap Value Index F

ETFs
-219
- 0.61%
$169.53 - $176.53 $37.1K - $38.7K
35.9K $6.24M
AWI
Armstrong World Industries Inc

Industrials
-225
- 13.88%
$182.66 - $203.71 $41.1K - $45.8K
1.4K $254K
RPG
Invesco Exchange Traded Fd Tr

ETFs
-955
- 10.22%
$45.61 - $48.53 $43.6K - $46.3K
8.39K $382K
OGN
Organon & Co.

Healthcare
-2.37K
- 17.34%
$6.34 - $11.01 $15K - $26.1K
11.3K $85K
TFX
Teleflex Inc

Healthcare
-278
- 14.19%
$107.0 - $133.06 $29.7K - $37K
1.68K $179K
D
Dominion Energy, Inc

Utilities
-549
- 1.26%
$58.49 - $61.69 $32.1K - $33.9K
43K $2.61M
EA
Electronic Arts Inc.

Communication Services
-263
- 3.9%
$199.89 - $202.0 $52.6K - $53.1K
6.48K $1.3M
FMX
Mexican Economic Development Inc

Consumer Defensive
-498
- 17.46%
$92.13 - $97.37 $45.9K - $48.5K
2.36K $221K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
-3.7K
- 23.55%
$13.23 - $14.74 $49K - $54.6K
12K $171K
APO
Apollo Global Management, Inc.

Financial Services
-177
- 1.34%
$118.22 - $133.75 $20.9K - $23.7K
13K $1.7M
RS
Reliance Steel & Aluminum CO

Basic Materials
-167
- 12.09%
$269.23 - $285.6 $45K - $47.7K
1.21K $328K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-213
- 13.72%
$211.58 - $234.2 $45.1K - $49.9K
1.34K $289K
MSCI
Msci Inc.

Financial Services
-81
- 1.77%
$533.34 - $593.76 $43.2K - $48.1K
4.5K $2.55M
EHC
Encompass Health Corp

Healthcare
-128
- 4.53%
$113.46 - $127.18 $14.5K - $16.3K
2.7K $305K
ATR
Aptargroup, Inc.

Healthcare
-92
- 3.56%
$113.12 - $134.14 $10.4K - $12.3K
2.5K $295K
OMFL
Invesco Exchange Traded Self I

ETFs
-790
- 19.31%
$59.09 - $61.05 $46.7K - $48.2K
3.3K $196K
AKAM
Akamai Technologies Inc

Technology
-519
- 11.96%
N/A
3.82K $347K
CSWI
Csw Industrials, Inc.

Industrials
-161
- 4.78%
N/A
3.21K $939K
KD
Kyndryl Holdings, Inc.

Technology
-336
- 3.86%
$25.59 - $30.63 $8.6K - $10.3K
8.38K $215K
BWXT
Bwx Technologies, Inc.

Industrials
-151
- 4.79%
$177.88 - $215.86 $26.9K - $32.6K
3K $535K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-1.78K
- 3.0%
$23.37 - $23.7 $41.5K - $42.1K
57.5K $1.35M
AVES
American Centy ETF Tr Avantis

ETFs
-993
- 10.13%
$55.32 - $58.99 $54.9K - $58.6K
8.81K $518K
VDE
Vanguard Energy ETF

ETFs
-677
- 5.23%
$120.37 - $129.34 $81.5K - $87.6K
12.3K $1.59M
QRVO
Qorvo, Inc.

Technology
-240
- 6.67%
$83.24 - $97.42 $20K - $23.4K
3.36K $285K
HSY
Hershey CO

Consumer Defensive
-71
- 1.93%
$162.31 - $195.56 $11.5K - $13.9K
3.6K $645K
AFRM
Affirm Holdings, Inc.

Technology
-107
- 0.86%
$65.96 - $78.95 $7.06K - $8.45K
12.4K $871K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-466
- 4.57%
$75.19 - $77.98 $35K - $36.3K
9.73K $742K
SJM
J M Smucker CO

Consumer Defensive
-348
- 7.01%
$101.21 - $110.3 $35.2K - $38.4K
4.62K $504K
IYR
Ishares Tr

ETFs
-83
- 0.71%
$93.69 - $98.5 $7.78K - $8.18K
11.6K $1.1M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-693
- 11.41%
$45.48 - $45.92 $31.5K - $31.8K
5.38K $245K
CRDO
Credo Technology Group Holding LTD

Technology
-201
- 12.57%
$129.75 - $187.62 $26.1K - $37.7K
1.4K $203K
CBOE
Cboe Global Markets, Inc.

Financial Services
-383
- 7.13%
$232.68 - $260.88 $89.1K - $99.9K
4.99K $1.29M
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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