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
$5.27B
$3.68 Million 0.04% of portfolio
275,185
Q4 2024 Added 6.1%
$183B
$4.34 Million 0.04% of portfolio
874
Q4 2024 Added 14.1%
$130B
$4.16 Million 0.04% of portfolio
73,542
Q4 2024 Added 17.63%
$139B
$3.43 Million 0.04% of portfolio
48,731
Q4 2024 Added 13.52%
$130B
$3.88 Million 0.04% of portfolio
39,113
Q4 2024 Added 9.46%
$66.9B
$3.64 Million 0.04% of portfolio
29,374
Q4 2024 Added 14.13%
$73.6B
$3.59 Million 0.04% of portfolio
114,521
Q4 2024 Reduced 3.95%
$79.5B
$3.6 Million 0.04% of portfolio
28,783
Q4 2024 Added 3.18%
$223B
$3.61 Million 0.04% of portfolio
21,652
Q4 2024 Added 6.38%
$26.9B
$3.97 Million 0.04% of portfolio
35,454
Q4 2024 Reduced 0.56%
$2.58B
$3.85 Million 0.04% of portfolio
253,913
Q4 2024 Added 7.52%
$170B
$4.12 Million 0.04% of portfolio
6,550
Q4 2024 Added 4.78%
$29.8B
$3.89 Million 0.04% of portfolio
7,531
Q4 2024 Added 2.0%
$95B
$4.3 Million 0.04% of portfolio
7,538
Q4 2024 Added 10.38%
$33.8B
$3.71 Million 0.04% of portfolio
35,661
Q4 2024 Added 9.34%
$179B
$3.94 Million 0.04% of portfolio
52,070
Q4 2024 Added 27.34%
$111B
$3.47 Million 0.04% of portfolio
38,081
Q4 2024 Reduced 0.91%
$129B
$3.53 Million 0.04% of portfolio
8,767
Q4 2024 Added 4.68%
$83.1B
$3.03 Million 0.03% of portfolio
23,489
Q4 2024 Added 13.17%
$54B
$3.31 Million 0.03% of portfolio
35,900
Q4 2024 Added 15.22%
$131B
$3.33 Million 0.03% of portfolio
20,457
Q4 2024 Added 7.8%
$284B
$3.09 Million 0.03% of portfolio
4,455
Q4 2024 Added 61.76%
$144B
$2.68 Million 0.03% of portfolio
30,036
Q4 2024 Added 5.91%
$41B
$2.95 Million 0.03% of portfolio
62,072
Q4 2024 Added 4.11%
$77.8B
$2.61 Million 0.03% of portfolio
7,624
Q4 2024 Added 17.44%
$154B
$2.94 Million 0.03% of portfolio
12,803
Q4 2024 Reduced 3.61%
$143B
$2.77 Million 0.03% of portfolio
6,533
Q4 2024 Reduced 9.07%
$57.4B
$2.99 Million 0.03% of portfolio
152,529
Q4 2024 Added 0.55%
$27.1B
$2.71 Million 0.03% of portfolio
64,073
Q4 2024 Reduced 16.57%
$34.8B
$2.84 Million 0.03% of portfolio
44,479
Q4 2024 Added 2.21%
$134B
$2.44 Million 0.03% of portfolio
26,411
Q4 2024 Added 46.69%
$99.6B
$2.84 Million 0.03% of portfolio
141,550
Q4 2024 Added 0.33%
$100B
$3.02 Million 0.03% of portfolio
4,790
Q4 2024 Added 15.56%
$74.8B
$3.2 Million 0.03% of portfolio
22,907
Q4 2024 Added 8.9%
$115B
$2.98 Million 0.03% of portfolio
14,027
Q4 2024 Added 10.99%
$70.5B
$2.95 Million 0.03% of portfolio
6,374
Q4 2024 Added 12.56%
$85.6B
$3.18 Million 0.03% of portfolio
42,083
Q4 2024 Reduced 41.84%
$75.5B
$2.75 Million 0.03% of portfolio
5,869
Q4 2024 Reduced 0.95%
$18.5B
$3.22 Million 0.03% of portfolio
18,238
Q4 2024 Reduced 0.27%
$44.4B
$3.1 Million 0.03% of portfolio
30,871
Q4 2024 Added 5.35%
$84.1B
$2.48 Million 0.03% of portfolio
2,095
Q4 2024 Added 14.86%
$79.9B
$3.16 Million 0.03% of portfolio
4,962
Q4 2024 Added 26.0%
$60.4B
$2.57 Million 0.03% of portfolio
22,539
Q4 2024 Added 14.0%
$73.7B
$2.93 Million 0.03% of portfolio
14,560
Q4 2024 Added 2.17%
$142B
$3.37 Million 0.03% of portfolio
45,556
Q4 2024 Reduced 3.37%
$140B
$3.41 Million 0.03% of portfolio
9,476
Q4 2024 Added 2.39%
$2.41B
$2.55 Million 0.03% of portfolio
63,667
Q1 2024 Added 43.19%
$96.6B
$2.75 Million 0.03% of portfolio
9,971
Q4 2024 Reduced 3.32%
$318B
$2.46 Million 0.03% of portfolio
11,127
Q4 2024 Added 1.91%

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
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