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
FVD
First Tr Value Line Divid Inde

ETFs
-580
- 7.61%
$45.0 - $46.25 $26.1K - $26.8K
7.04K $323K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-77
- 0.74%
$88.49 - $93.64 $6.81K - $7.21K
10.3K $909K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-289
- 2.1%
$454.87 - $482.76 $131K - $140K
13.5K $6.35M
FEX
First Tr Large Cap Core Alphde

ETFs
-174
- 5.0%
$113.91 - $118.65 $19.8K - $20.6K
3.3K $381K
MPLX
Mplx LP

Energy
-2.22K
- 7.72%
$47.8 - $53.21 $106K - $118K
26.6K $1.41M
CCK
Crown Holdings Inc

Consumer Cyclical
-173
- 3.97%
$90.21 - $100.97 $15.6K - $17.5K
4.19K $397K
MGMT
Unified Ser Tr Ballast Small/M

ETFs
-353
- 7.16%
$42.3 - $44.24 $14.9K - $15.6K
4.58K $193K
VDC
Vanguard Consumer Staples ETF

ETFs
-61
- 1.65%
$206.7 - $217.75 $12.6K - $13.3K
3.64K $767K
RRC
Range Resources Corp

Energy
-695
- 10.33%
$34.6 - $39.73 $24K - $27.6K
6.03K $230K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
-149
- 6.42%
$160.73 - $179.07 $23.9K - $26.7K
2.17K $363K
XAR
Spdr S&P Aerospace & Defense E

ETFs
-31
- 1.49%
$227.13 - $251.24 $7.04K - $7.79K
2.05K $466K
HALO
Halozyme Therapeutics, Inc.

Healthcare
-148
- 4.67%
$64.1 - $74.94 $9.49K - $11.1K
3.02K $211K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-899
- 2.28%
N/A
38.6K $916K
WTS
Watts Water Technologies Inc

Industrials
-36
- 3.27%
$263.55 - $282.91 $9.49K - $10.2K
1.06K $287K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-244
- 7.53%
$88.26 - $94.73 $21.5K - $23.1K
3K $282K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-138
- 5.21%
$90.99 - $95.91 $12.6K - $13.2K
2.51K $230K
PAA
Plains All American Pipeline LP

Energy
-994
- 5.86%
$15.85 - $17.04 $15.8K - $16.9K
16K $270K
ROKU
Roku, Inc

Communication Services
-163
- 4.67%
$92.02 - $108.63 $15K - $17.7K
3.33K $331K
PAVE
Global X Fds Us Infrastructure

ETFs
-275
- 4.55%
$46.42 - $48.56 $12.8K - $13.4K
5.76K $270K
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
-2.17K
- 9.19%
$3.32 - $4.02 $7.21K - $8.74K
21.5K $77K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-214
- 2.02%
$72.21 - $75.0 $15.5K - $16.1K
10.4K $762K
CSB
Victory Portf Ii Shs Us Small

ETFs
-59
- 0.88%
$56.45 - $59.2 $3.33K - $3.49K
6.66K $384K
CINF
Cincinnati Financial Corp

Financial Services
-199
- 5.53%
$151.39 - $166.89 $30.1K - $33.2K
3.4K $556K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-50
- 0.23%
$45.63 - $46.44 $2.28K - $2.32K
22.1K $1.01M
IGF
Ishares Global Infrastructure

ETFs
-370
- 3.39%
$60.97 - $62.49 $22.6K - $23.1K
10.5K $655K
WAFD
Washington Federal Inc

Financial Services
-471
- 4.79%
$27.83 - $30.68 $13.1K - $14.5K
9.36K $286K
SQ
Block, Inc.

Technology
-188
- 1.09%
N/A
17.1K $977K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-133
- 0.53%
$161.21 - $171.97 $21.4K - $22.9K
24.7K $4.08M
TIP
Ishares Tr Tips Bd ETF

ETFs
-79
- 2.24%
$110.58 - $112.2 $8.74K - $8.86K
3.46K $382K
DFSD
Dimensional ETF Tr Short Durat

ETFs
-212
- 1.23%
$48.17 - $48.5 $10.2K - $10.3K
17K $820K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-504
- 1.27%
$88.45 - $91.41 $44.6K - $46.1K
39.1K $3.53M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-837
- 2.43%
$32.24 - $33.72 $27K - $28.2K
33.6K $1.12M
DVN
Devon Energy Corp

Energy
-830
- 2.95%
$31.74 - $35.84 $26.3K - $29.7K
27.3K $977K
WPC
W. P. Carey Inc.

Real Estate
-127
- 0.61%
$65.26 - $69.2 $8.29K - $8.79K
20.8K $1.41M
LADR
Ladder Capital Corp

Real Estate
-226
- 1.28%
$10.37 - $11.03 $2.34K - $2.49K
17.4K $186K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-197
- 0.65%
$49.98 - $50.59 $9.85K - $9.97K
30.1K $1.51M
YEXT
Yext, Inc.

Technology
-4
- 0.01%
$8.25 - $8.68 $33 - $34.7
45.3K $382K
HRTX
Heron Therapeutics, Inc.

Healthcare
-1.17K
- 10.19%
$1.06 - $1.36 $1.24K - $1.59K
10.3K $11K
HUBB
Hubbell Inc

Industrials
-13
- 0.9%
$408.46 - $472.57 $5.31K - $6.14K
1.44K $622K
TRGP
Targa Resources Corp.

Energy
-386
- 3.28%
$146.3 - $173.23 $56.5K - $66.9K
11.4K $1.97M
PFGC
Performance Food Group CO

Consumer Defensive
-3
- 0.09%
N/A
3.21K $314K
Pebblebrook Hotel Tr
-23K
- 1.66%
N/A
1.36M $0
Vestis Corporation
-474
- 3.69%
N/A
12.4K $0
Linde PLC
-1.71K
- 8.89%
N/A
17.6K $0
Blackstone Mortgage Trust In
-44K
- 2.93%
N/A
1.46M $0
MKC-V
Mc Cormick & Company, Incorporated

Consumer Defensive
-8.23K
- 22.45%
N/A
28.4K $0
Kayne Anderson Bdc Inc
-2.42K
- 1.1%
N/A
218K $0
Veralto Corp
-3K
- 6.32%
N/A
44.5K $0
Lam Research Corp
-2.01K
- 1.62%
N/A
122K $0
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
Track This Portfolio

Track Hb Wealth Management, LLC Portfolio

Follow Hb Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hb Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email