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
$60.2B
$1.91 Million 0.02% of portfolio
44,175
Q2 2025 Added 47.29%
$252M
$1.86 Million 0.02% of portfolio
69,325
Q2 2025 Added 0.01%
$61.1B
$2.94 Million 0.02% of portfolio
9,184
Q2 2025 Reduced 8.13%
$29.2B
$1.98 Million 0.02% of portfolio
38,145
Q2 2025 Added 4.8%
$2.54B
$2.84 Million 0.02% of portfolio
193,875
Q2 2025 Reduced 22.81%
$112B
$2.02 Million 0.02% of portfolio
5,275
Q2 2025 Reduced 13.85%
$72.7B
$2.67 Million 0.02% of portfolio
10,032
Q2 2025 Added 17.57%
$54.3B
$1.94 Million 0.02% of portfolio
3,622
Q2 2025 Reduced 5.28%
$29.9B
$2.46 Million 0.02% of portfolio
15,014
Q2 2025 Reduced 9.71%
$45.1B
$2.49 Million 0.02% of portfolio
19,293
Q2 2025 Reduced 4.86%
$59.7B
$2.69 Million 0.02% of portfolio
91,589
Q2 2025 Reduced 0.33%
$10B
$2.06 Million 0.02% of portfolio
4,267
Q2 2025 Reduced 8.45%
$51.7B
$2.38 Million 0.02% of portfolio
9,484
Q2 2025 Reduced 4.47%
$29.8B
$2.86 Million 0.02% of portfolio
7,614
Q2 2025 Added 5.27%
$13.3B
$2.8 Million 0.02% of portfolio
14,158
Q2 2025 Added 13.9%
$86B
$2.56 Million 0.02% of portfolio
9,380
Q2 2025 Reduced 21.63%
$61.1B
$2.06 Million 0.02% of portfolio
25,577
Q2 2025 Reduced 15.2%
$139B
$2.95 Million 0.02% of portfolio
23,958
Q2 2025 Reduced 16.08%
$7.52B
$2.78 Million 0.02% of portfolio
4,029
Q2 2025 Reduced 86.72%
$89.4B
$3.06 Million 0.02% of portfolio
6,117
Q2 2025 Reduced 6.4%
$112B
$2.13 Million 0.02% of portfolio
30,915
Q2 2025 Reduced 10.27%
$36.3B
$1.87 Million 0.02% of portfolio
14,443
Q2 2025 Reduced 17.18%
$33.1B
$2.69 Million 0.02% of portfolio
33,000
Q2 2025 Reduced 4.7%
$18.7B
$1.85 Million 0.02% of portfolio
9,810
Q2 2025 Reduced 0.98%
$96.8B
$2.29 Million 0.02% of portfolio
21,799
Q2 2025 Reduced 9.55%
$39.1B
$2.75 Million 0.02% of portfolio
25,591
Q2 2025 Reduced 0.48%
$23.7B
$2.19 Million 0.02% of portfolio
93,076
Q2 2025 Reduced 5.43%
$95.5B
$2.14 Million 0.02% of portfolio
22,906
Q2 2025 Added 2.85%
$55.1B
$2.67 Million 0.02% of portfolio
4,719
Q2 2025 Reduced 2.14%
$79.9B
$2.68 Million 0.02% of portfolio
8,564
Q2 2025 Added 1.29%
$323B
$3.02 Million 0.02% of portfolio
9,916
Q2 2025 Added 11.88%
$6.45B
$1.99 Million 0.02% of portfolio
17,710
Q2 2025 Reduced 0.21%
$133B
$2.08 Million 0.02% of portfolio
2,709
Q2 2025 Added 8.14%
$40.9B
$2.07 Million 0.02% of portfolio
27,357
Q2 2025 Added 22.17%
$51.4B
$2.27 Million 0.02% of portfolio
16,887
Q2 2025 Reduced 9.73%
$40.8B
$2.87 Million 0.02% of portfolio
9,220
Q2 2025 Added 2.44%
$29.2B
$2.27 Million 0.02% of portfolio
198,181
Q2 2025 Reduced 27.34%
$76.4B
$1.93 Million 0.02% of portfolio
12,547
Q2 2025 Added 2.08%
$17.8B
$2.59 Million 0.02% of portfolio
11,830
Q2 2025 Reduced 1.8%
$43.1B
$1.92 Million 0.02% of portfolio
7,987
Q2 2025 Reduced 3.71%
$40.4B
$1.91 Million 0.02% of portfolio
12,857
Q2 2025 Reduced 2.83%
$70.1B
$2.76 Million 0.02% of portfolio
17,700
Q2 2025 Reduced 45.18%
$10.4B
$1.46 Million 0.01% of portfolio
4,897
Q2 2025 Reduced 2.91%
$34.7B
$960,000 0.01% of portfolio
8,138
Q2 2025 Added 7.19%
$2.72B
$654,000 0.01% of portfolio
5,708
Q2 2025 Reduced 5.1%
$61.6B
$662,000 0.01% of portfolio
5,571
Q2 2025 Added 12.96%
$48.5B
$906,000 0.01% of portfolio
6,850
Q2 2025 Reduced 19.82%
$42.2B
$898,000 0.01% of portfolio
10,180
Q2 2025 Reduced 5.49%
$324B
$690,000 0.01% of portfolio
6,087
Q2 2025 Reduced 25.03%

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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