Hb Wealth Management, LLC Portfolio Holdings

Hb Wealth Management, LLC

  • $9.75 Billion
  • Q4 2024

Hb Wealth Management, LLC has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $9.75 Billion distributed in 1076 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 $2.28B, Vanguard Dividend Appreciation with a value of $887M, Jp Morgan ETF Tr Ultra Short I with a value of $419M, Spdr Portfolio with a value of $407M, and Pimco ETF Tr Enhanced Sht Matu with a value of $349M.

Examining the 13F form we can see an increase of $462M in the current position value, from $9.29B to 9.75B.

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

Portfolio value $9.75 Billion
ETFs: $6.75 Billion
Technology: $871 Million
Consumer Cyclical: $631 Million
Financial Services: $380 Million
Healthcare: $242 Million
Industrials: $223 Million
Consumer Defensive: $194 Million
Communication Services: $190 Million
Other: $269 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$47.9B
$10.5 Million 0.11% of portfolio
77,626
Q4 2024 Reduced 1.26%
$144B
$10.3 Million 0.11% of portfolio
45,007
Q4 2024 Added 2.95%
$63.7B
$9.28 Million 0.1% of portfolio
194,036
Q4 2024 Added 5.16%
$121B
$9.05 Million 0.09% of portfolio
32,749
Q4 2024 Added 3.78%
$30B
$8.36 Million 0.09% of portfolio
138,133
Q4 2024 Reduced 0.01%
$72.3B
$8.6 Million 0.09% of portfolio
32,643
Q4 2024 Added 2.97%
$16.8B
$8.9 Million 0.09% of portfolio
76,217
Q4 2024 Reduced 0.82%
$70.1B
$8.3 Million 0.09% of portfolio
43,056
Q4 2024 Added 13.68%
$281B
$8.93 Million 0.09% of portfolio
26,718
Q4 2024 Added 11.12%
$92.3B
$9.22 Million 0.09% of portfolio
45,668
Q4 2024 Added 6.41%
$64.7B
$7.86 Million 0.08% of portfolio
27,094
Q4 2024 Reduced 16.48%
$91.7B
$7.4 Million 0.08% of portfolio
68,721
Q4 2024 Added 4.22%
$59.9B
$7.39 Million 0.08% of portfolio
26,269
Q4 2024 Added 1.92%
$235B
$7.9 Million 0.08% of portfolio
65,613
Q4 2024 Added 22.03%
$86.7B
$7.32 Million 0.08% of portfolio
21,525
Q4 2024 Added 0.72%
$68.4B
$6.8 Million 0.07% of portfolio
65,712
Q4 2024 Added 0.8%
$120B
$6.38 Million 0.07% of portfolio
79,813
Q4 2024 Added 5.35%
$203B
$6.78 Million 0.07% of portfolio
13,027
Q4 2024 Added 2.0%
$185B
$6.42 Million 0.07% of portfolio
160,587
Q4 2024 Added 11.35%
$101B
$5.98 Million 0.06% of portfolio
32,609
Q4 2024 Added 4.17%
$118B
$5.48 Million 0.06% of portfolio
16,524
Q4 2024 Added 18.09%
$103B
$5.52 Million 0.06% of portfolio
14,951
Q4 2024 Reduced 4.59%
$29.9B
$5.6 Million 0.06% of portfolio
21,970
Q4 2024 Added 29.97%
$193B
$5.64 Million 0.06% of portfolio
9,858
Q4 2024 Added 6.34%
$115B
$6.09 Million 0.06% of portfolio
12,525
Q4 2024 Added 4.79%
$204B
$6.14 Million 0.06% of portfolio
48,829
Q4 2024 Reduced 3.82%
$53.7B
$5.49 Million 0.06% of portfolio
23,405
Q4 2024 Added 6.78%
$54.6B
$6.07 Million 0.06% of portfolio
33,355
Q4 2024 Added 108.66%
$160B
$5.65 Million 0.06% of portfolio
23,578
Q4 2024 Added 16.16%
$275B
$5.88 Million 0.06% of portfolio
83,709
Q4 2024 Added 14.67%
$180B
$5.18 Million 0.05% of portfolio
11,647
Q4 2024 Added 6.17%
$172B
$4.64 Million 0.05% of portfolio
38,376
Q4 2024 Reduced 8.4%
$103B
$4.52 Million 0.05% of portfolio
86,393
Q4 2024 Added 5.69%
$65.7B
$4.91 Million 0.05% of portfolio
21,649
Q4 2024 Added 3.98%
$105B
$4.42 Million 0.05% of portfolio
25,646
Q4 2024 Reduced 1.13%
$181B
$5.25 Million 0.05% of portfolio
47,168
Q4 2024 Added 3.72%
$44.6B
$4.98 Million 0.05% of portfolio
61,692
Q4 2024 Added 7.39%
$77.2B
$5.12 Million 0.05% of portfolio
20,201
Q4 2024 Added 1.71%
$174B
$5.17 Million 0.05% of portfolio
9,908
Q4 2024 Added 9.67%
$88.4B
$4.83 Million 0.05% of portfolio
80,808
Q4 2024 Added 9.61%
$147B
$5.26 Million 0.05% of portfolio
198,360
Q4 2024 Reduced 0.63%
$176B
$4.83 Million 0.05% of portfolio
31,426
Q4 2024 Added 17.26%
$167B
$4.64 Million 0.05% of portfolio
4,377
Q4 2024 Added 6.34%
$917B
$4.87 Million 0.05% of portfolio
24,637
Q4 2024 Added 10.45%
$135B
$4.98 Million 0.05% of portfolio
41,263
Q4 2024 Added 9.69%
$55B
$5.18 Million 0.05% of portfolio
119,468
Q4 2024 Added 14.29%
$84B
$4.93 Million 0.05% of portfolio
39,106
Q4 2024 Added 18.78%
$0
$3.87 Million 0.04% of portfolio
177,018
Q4 2024 Added 5.84%
$68.5B
$4.09 Million 0.04% of portfolio
1,276
Q4 2024 Added 2.24%

Summary

  • Portfolio
  • No. of Stocks 1,076
  • Current Value $9.75 Billion
  • Prior Value $9.29 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 15, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 140 stocks
  • Additional Purchases 609 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 223 stocks
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