Hb Wealth Management, LLC Portfolio Holdings

Hb Wealth Management, LLC

  • $12.3 Billion
  • Q2 2025

Hb Wealth Management, LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $12.3 Billion distributed in 1162 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 $2.36B, Vanguard Dividend Appreciation with a value of $950M, Jp Morgan ETF Tr Ultra Short I with a value of $450M, Vanguard Star Fd Vanguard Tota with a value of $443M, and Spdr Portfolio with a value of $416M.

Examining the 13F form we can see an increase of $440M in the current position value, from $11.8B to 12.3B.

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

Portfolio value $12.3 Billion
ETFs: $8.66 Billion
Technology: $1.05 Billion
Financial Services: $629 Million
Consumer Cyclical: $505 Million
Healthcare: $326 Million
Industrials: $298 Million
Communication Services: $286 Million
Consumer Defensive: $242 Million
Other: $280 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$123B
$6.15 Million 0.05% of portfolio
41,094
Q2 2025 Added 8.11%
$97B
$5.66 Million 0.05% of portfolio
18,359
Q2 2025 Added 1.01%
$50.1B
$5.88 Million 0.05% of portfolio
41,985
Q2 2025 Added 9.71%
$185B
$6.01 Million 0.05% of portfolio
70,588
Q2 2025 Reduced 1.68%
$37.5B
$6.34 Million 0.05% of portfolio
128,964
Q2 2025 Reduced 12.33%
$78.8B
$6.41 Million 0.05% of portfolio
23,793
Q2 2025 Added 0.29%
$78.6B
$5.61 Million 0.05% of portfolio
13,341
Q2 2025 Added 23.04%
$6.4B
$6.59 Million 0.05% of portfolio
73,157
Q2 2025 Added 1,381.81%
$52.5B
$5.59 Million 0.05% of portfolio
27,335
Q2 2025 Reduced 22.06%
$173B
$6.16 Million 0.05% of portfolio
38,693
Q2 2025 Reduced 10.39%
$73.8B
$5.61 Million 0.05% of portfolio
22,748
Q2 2025 Reduced 20.11%
$142B
$5.81 Million 0.05% of portfolio
14,696
Q2 2025 Reduced 11.79%
$87.3B
$4.56 Million 0.04% of portfolio
29,956
Q2 2025 Reduced 9.25%
$65.4B
$5.4 Million 0.04% of portfolio
51,183
Q2 2025 Reduced 35.48%
$57.5B
$4.95 Million 0.04% of portfolio
47,691
Q2 2025 Added 2.21%
$32.6B
$5.32 Million 0.04% of portfolio
15,139
Q2 2025 Reduced 4.97%
$295B
$4.38 Million 0.04% of portfolio
5,460
Q2 2025 Reduced 11.52%
$147B
$4.86 Million 0.04% of portfolio
45,261
Q2 2025 Added 16.78%
$83.2B
$5.18 Million 0.04% of portfolio
24,324
Q2 2025 Added 69.27%
$36B
$4.6 Million 0.04% of portfolio
57,237
Q2 2025 Reduced 25.36%
$93.6B
$5.1 Million 0.04% of portfolio
10,012
Q2 2025 Added 22.95%
$153B
$5.36 Million 0.04% of portfolio
10,532
Q2 2025 Reduced 3.98%
$43.6B
$4.5 Million 0.04% of portfolio
55,233
Q2 2025 Reduced 24.74%
$19B
$5.41 Million 0.04% of portfolio
44,563
Q2 2025 Reduced 43.66%
$17.5B
$4.82 Million 0.04% of portfolio
20,481
Q2 2025 Added 1.56%
$80B
$4.66 Million 0.04% of portfolio
18,829
Q2 2025 Reduced 22.78%
$94.7B
$4.85 Million 0.04% of portfolio
6,616
Q2 2025 Reduced 21.33%
$39.5B
$4.44 Million 0.04% of portfolio
6,067
Q2 2025 Added 3.78%
$64.4B
$5.22 Million 0.04% of portfolio
20,409
Q2 2025 Reduced 25.14%
$34.4B
$5.04 Million 0.04% of portfolio
52,990
Q2 2025 Added 9.6%
$96.6B
$5.42 Million 0.04% of portfolio
7,756
Q2 2025 Reduced 13.08%
$48.9B
$5.07 Million 0.04% of portfolio
51,394
Q2 2025 Reduced 40.63%
$85.6B
$4.89 Million 0.04% of portfolio
14,782
Q2 2025 Added 15.94%
$61.9B
$4.53 Million 0.04% of portfolio
16,927
Q2 2025 Reduced 3.87%
$58.4B
$5.11 Million 0.04% of portfolio
118,765
Q2 2025 Reduced 13.3%
$38.7B
$5.31 Million 0.04% of portfolio
18,424
Q2 2025 Added 2.23%
$99.5B
$4.71 Million 0.04% of portfolio
10,583
Q2 2025 Reduced 0.69%
$48.2B
$5.15 Million 0.04% of portfolio
27,575
Q2 2025 Added 0.06%
$119B
$3.55 Million 0.03% of portfolio
14,918
Q2 2025 Reduced 9.0%
$75.9B
$4.02 Million 0.03% of portfolio
1,083
Q2 2025 Reduced 23.35%
$55.6B
$3.96 Million 0.03% of portfolio
22,972
Q2 2025 Reduced 16.3%
$139B
$3.81 Million 0.03% of portfolio
18,162
Q2 2025 Added 3.25%
$99B
$3.16 Million 0.03% of portfolio
68,190
Q2 2025 Reduced 24.27%
$120B
$4.14 Million 0.03% of portfolio
46,169
Q2 2025 Reduced 2.29%
$11.2B
$4.13 Million 0.03% of portfolio
84,224
Q2 2025 Added 31.35%
$68.2B
$3.67 Million 0.03% of portfolio
118,482
Q2 2025 Reduced 17.1%
$27.8B
$3.2 Million 0.03% of portfolio
76,083
Q2 2025 Added 39.56%
$79.5B
$4.08 Million 0.03% of portfolio
32,606
Q2 2025 Reduced 14.45%
$150B
$3.76 Million 0.03% of portfolio
33,939
Q2 2025 Reduced 0.06%

Summary

  • Portfolio
  • No. of Stocks 1,162
  • Current Value $12.3 Billion
  • Prior Value $11.8 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 96 stocks
  • Additional Purchases 339 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 657 stocks
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