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
$89.6B
$3.9 Million 0.03% of portfolio
174,021
Q2 2025 Reduced 14.05%
$73.5B
$3.47 Million 0.03% of portfolio
32,816
Q2 2025 Reduced 3.85%
$79.3B
$4.14 Million 0.03% of portfolio
24,907
Q2 2025 Reduced 3.85%
$26.1B
$3.36 Million 0.03% of portfolio
1,683
Q2 2025 Reduced 4.43%
$101B
$3.09 Million 0.03% of portfolio
14,111
Q2 2025 Reduced 10.84%
$94.4B
$3.69 Million 0.03% of portfolio
52,012
Q2 2025 Added 0.28%
$16.7B
$3.1 Million 0.03% of portfolio
19,087
Q2 2025 Reduced 52.91%
$57.7B
$3.67 Million 0.03% of portfolio
30,739
Q2 2025 Added 5.0%
$6.65B
$3.6 Million 0.03% of portfolio
52,954
Q2 2025 Reduced 5.72%
$179B
$3.91 Million 0.03% of portfolio
42,841
Q2 2025 Reduced 19.09%
$258B
$3.1 Million 0.03% of portfolio
43,989
Q2 2025 Reduced 8.79%
$108B
$3.24 Million 0.03% of portfolio
35,320
Q2 2025 Reduced 24.17%
$2.41B
$3.37 Million 0.03% of portfolio
84,114
Q2 2025 Reduced 0.05%
$314B
$3.32 Million 0.03% of portfolio
13,945
Q2 2025 Added 1.08%
$102B
$3.52 Million 0.03% of portfolio
8,056
Q2 2025 Added 14.38%
$23.5B
$3.1 Million 0.03% of portfolio
5,236
Q2 2025 Added 19.71%
$63.8B
$4.08 Million 0.03% of portfolio
40,397
Q2 2025 Reduced 6.22%
$63.6B
$3.63 Million 0.03% of portfolio
4,818
Q2 2025 Reduced 25.01%
$70.4B
$3.99 Million 0.03% of portfolio
63,542
Q2 2025 Reduced 4.31%
$9.13B
$2 Million 0.02% of portfolio
31,956
Q2 2025 Reduced 92.5%
$55.9B
$2.09 Million 0.02% of portfolio
10,366
Q2 2025 Added 6.54%
$59.7B
$2.27 Million 0.02% of portfolio
26,526
Q2 2025 Added 1.94%
$55.2B
$2.04 Million 0.02% of portfolio
3,828
Q2 2025 Reduced 16.8%
$75.3B
$2.62 Million 0.02% of portfolio
7,351
Q2 2025 Reduced 5.14%
$0
$2.95 Million 0.02% of portfolio
134,239
Q2 2025 Reduced 18.43%
$233B
$1.93 Million 0.02% of portfolio
27,650
Q2 2025 Reduced 40.62%
$54.9B
$1.89 Million 0.02% of portfolio
2,287
Q2 2025 Added 13.22%
$4.51B
$2.6 Million 0.02% of portfolio
24,940
Q2 2025 Reduced 54.68%
$83.7B
$2.92 Million 0.02% of portfolio
32,050
Q2 2025 Added 7.37%
$2.07B
$2.85 Million 0.02% of portfolio
55,404
Q2 2025 Added 1.22%
$14.4B
$1.84 Million 0.02% of portfolio
17,694
Q2 2025 Reduced 1.95%
$55B
$2.67 Million 0.02% of portfolio
36,526
Q2 2025 Added 0.24%
$1.19B
$2.54 Million 0.02% of portfolio
45,239
Q2 2025 Reduced 11.82%
$22.7B
$1.9 Million 0.02% of portfolio
8,523
Q2 2025 Added 2.79%
$99.2B
$2.18 Million 0.02% of portfolio
7,913
Q2 2025 Added 2.29%
$21.1B
$1.88 Million 0.02% of portfolio
27,078
Q2 2025 Reduced 3.01%
$27.4B
$2.17 Million 0.02% of portfolio
13,333
Q2 2025 Added 5.17%
$111B
$2.59 Million 0.02% of portfolio
8,031
Q2 2025 Added 5.09%
$75.3B
$2.58 Million 0.02% of portfolio
79,034
Q2 2025 Reduced 20.08%
$56.3B
$2.1 Million 0.02% of portfolio
6,399
Q2 2025 Added 3.31%
$86B
$2.27 Million 0.02% of portfolio
32,876
Q2 2025 Reduced 0.05%
$63.5B
$2.44 Million 0.02% of portfolio
24,233
Q2 2025 Reduced 4.24%
$48.7B
$1.85 Million 0.02% of portfolio
10,602
Q2 2025 Added 8.21%
$51B
$1.89 Million 0.02% of portfolio
33,390
Q2 2025 Reduced 11.34%
$78.6B
$3.06 Million 0.02% of portfolio
22,975
Q2 2025 Reduced 11.54%
$53.7B
$2.62 Million 0.02% of portfolio
144,466
Q2 2025 Reduced 22.23%
$18.5B
$1.85 Million 0.02% of portfolio
22,271
Q2 2025 Added 15.16%
$29.5B
$2.19 Million 0.02% of portfolio
8,455
Q2 2025 Reduced 55.5%
$29B
$3.05 Million 0.02% of portfolio
74,215
Q2 2025 Added 2.28%

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
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