Hb Wealth Management, LLC Portfolio Holdings

Hb Wealth Management, LLC

  • $11.8 Billion
  • Q1 2025

Hb Wealth Management, LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $11.8 Billion distributed in 1221 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $2.32B, Vanguard Dividend Appreciation with a value of $974M, Jp Morgan ETF Tr Ultra Short I with a value of $433M, Spdr Portfolio with a value of $385M, and Vanguard Star Fd Vanguard Tota with a value of $366M.

Examining the 13F form we can see an increase of $2.09B in the current position value, from $9.75B to 11.8B.

Below you can find more details about Hb Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $11.8 Billion
ETFs: $8.11 Billion
Technology: $992 Million
Financial Services: $671 Million
Consumer Cyclical: $523 Million
Healthcare: $382 Million
Industrials: $310 Million
Consumer Defensive: $260 Million
Communication Services: $248 Million
Other: $345 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.32 Billion 19.64% of portfolio
8,458,435
Q1 2025 Added 7.42%
$0
$974 Million 8.23% of portfolio
5,349,243
Q1 2025 Added 9.86%
$0
$433 Million 3.66% of portfolio
8,545,925
Q1 2025 Added 2.75%
$0
$385 Million 3.25% of portfolio
4,788,489
Q1 2025 Added 3.32%
$0
$366 Million 3.1% of portfolio
5,900,252
Q1 2025 Added 4.83%
$0
$349 Million 2.95% of portfolio
3,464,529
Q1 2025 Reduced 0.31%
$3.26T
$338 Million 2.85% of portfolio
1,519,476
Q1 2025 Added 25.25%
$377B
$251 Million 2.12% of portfolio
685,240
Q1 2025 Added 2.21%
$0
$240 Million 2.02% of portfolio
428,183
Q1 2025 Added 27.22%
$0
$230 Million 1.94% of portfolio
2,479,175
Q1 2025 Reduced 0.16%
$3.51T
$181 Million 1.53% of portfolio
482,005
Q1 2025 Added 40.79%
$0
$178 Million 1.5% of portfolio
3,777,846
Q1 2025 New
$0
$139 Million 1.18% of portfolio
6,470,877
Q1 2025 Reduced 0.53%
$0
$133 Million 1.12% of portfolio
2,007,800
Q1 2025 Added 27,747.43%
$0
$117 Million 0.99% of portfolio
961,484
Q1 2025 Added 0.82%
$0
$113 Million 0.95% of portfolio
201,171
Q1 2025 Added 11.79%
$0
$108 Million 0.92% of portfolio
1,174,242
Q1 2025 Added 2,108.38%
$2.22T
$107 Million 0.9% of portfolio
560,610
Q1 2025 Added 34.48%
$359B
$103 Million 0.87% of portfolio
945,865
Q1 2025 Added 6.96%
$0
$98.4 Million 0.83% of portfolio
3,123,743
Q1 2025 New
$21.7B
$96.2 Million 0.81% of portfolio
1,046,985
Q1 2025 Added 38,806.91%
$648B
$86.9 Million 0.73% of portfolio
163,173
Q1 2025 Added 20.42%
$0
$85.8 Million 0.72% of portfolio
166,971
Q1 2025 Added 7.59%
$0
$68.1 Million 0.58% of portfolio
3,083,284
Q1 2025 Added 2.57%
$606B
$67.6 Million 0.57% of portfolio
192,947
Q1 2025 Added 101.4%
$0
$66.1 Million 0.56% of portfolio
1,951,956
Q1 2025 New
$0
$65.5 Million 0.55% of portfolio
751,803
Q1 2025 New
$0
$65.5 Million 0.55% of portfolio
1,088,701
Q1 2025 Added 5,089.97%
$0
$65.4 Million 0.55% of portfolio
1,700,889
Q1 2025 Added 14.46%
$993B
$59.8 Million 0.51% of portfolio
386,802
Q1 2025 Added 55.2%
$0
$59.1 Million 0.5% of portfolio
1,780,214
Q1 2025 New
$0
$59.1 Million 0.5% of portfolio
973,811
Q1 2025 Reduced 1.51%
$0
$55.6 Million 0.47% of portfolio
532,063
Q1 2025 Added 226.69%
$1.1T
$54.1 Million 0.46% of portfolio
346,371
Q1 2025 Added 65.43%
$0
$52.9 Million 0.45% of portfolio
1,119,948
Q1 2025 New
$788B
$53.8 Million 0.45% of portfolio
219,144
Q1 2025 Added 27.98%
$767B
$45.7 Million 0.39% of portfolio
55,295
Q1 2025 Added 26.29%
$386B
$45.6 Million 0.39% of portfolio
267,664
Q1 2025 Added 23.58%
$409B
$45.3 Million 0.38% of portfolio
273,134
Q1 2025 Added 31.64%
$1.5T
$43 Million 0.36% of portfolio
74,549
Q1 2025 Added 23.47%
$0
$42.6 Million 0.36% of portfolio
1,524,103
Q1 2025 Added 6.04%
$202B
$41.6 Million 0.35% of portfolio
133,414
Q1 2025 Added 6.88%
$313B
$41.1 Million 0.35% of portfolio
573,832
Q1 2025 Added 11.39%
$0
$40.8 Million 0.34% of portfolio
87,005
Q1 2025 Added 4.69%
$0
$39.5 Million 0.33% of portfolio
1,576,201
Q1 2025 Reduced 0.22%
$0
$34.6 Million 0.29% of portfolio
199,948
Q1 2025 Added 497.31%
$284B
$33.9 Million 0.29% of portfolio
64,780
Q1 2025 Added 24.61%
$264B
$34 Million 0.29% of portfolio
387,260
Q1 2025 Added 10.76%
$99.1B
$32.6 Million 0.28% of portfolio
195,002
Q1 2025 Added 38.07%

Summary

  • Portfolio
  • No. of Stocks 1,221
  • Current Value $11.8 Billion
  • Prior Value $9.75 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 195 stocks
  • Additional Purchases 818 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 121 stocks
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