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
$81.2B
$1.55 Million 0.02% of portfolio
18,116
Q4 2024 Added 8.49%
$10.7B
$1.58 Million 0.02% of portfolio
10,387
Q4 2024 Reduced 2.45%
$70.6B
$1.52 Million 0.02% of portfolio
2,129
Q4 2024 Added 8.18%
$20.3B
$2.15 Million 0.02% of portfolio
91,279
Q4 2024 Reduced 5.57%
$60.7B
$1.72 Million 0.02% of portfolio
3,303
Q4 2024 Reduced 2.51%
$55B
$1.74 Million 0.02% of portfolio
7,552
Q4 2024 Added 2.41%
$319B
$1.5 Million 0.02% of portfolio
6,086
Q4 2024 Reduced 1.28%
$5.84B
$1.96 Million 0.02% of portfolio
17,509
Q4 2024 Added 4.03%
$21.9B
$1.65 Million 0.02% of portfolio
18,787
Q4 2024 Added 24.11%
$4.44B
$1.62 Million 0.02% of portfolio
19,112
Q4 2024 Added 5.89%
$253B
$2.14 Million 0.02% of portfolio
34,130
Q4 2024 Reduced 5.52%
$0
$1.69 Million 0.02% of portfolio
79,163
Q4 2024 Added 8.35%
$7B
$1.61 Million 0.02% of portfolio
16,163
Q4 2024 Added 2.43%
$68.6B
$1.54 Million 0.02% of portfolio
3,172
Q4 2024 Added 2.03%
$36B
$1.48 Million 0.02% of portfolio
19,298
Q4 2024 Added 4.46%
$80.4B
$2.1 Million 0.02% of portfolio
5,689
Q4 2024 Added 14.28%
$43.5B
$2.03 Million 0.02% of portfolio
2,877
Q4 2024 Reduced 2.18%
$6.48B
$2.42 Million 0.02% of portfolio
107,788
Q4 2024 Added 0.38%
$50.7B
$2.15 Million 0.02% of portfolio
17,552
Q4 2024 Added 10.26%
$72.6B
$2.38 Million 0.02% of portfolio
44,045
Q4 2024 Added 18.27%
$50.1B
$1.95 Million 0.02% of portfolio
7,566
Q4 2024 Added 5.0%
$44.6B
$1.52 Million 0.02% of portfolio
11,331
Q4 2024 Added 4.23%
$76.3B
$2.21 Million 0.02% of portfolio
13,565
Q4 2024 Added 15.96%
$13.1B
$505,000 0.01% of portfolio
4,732
Q4 2024 Added 41.13%
$11.5B
$683,000 0.01% of portfolio
11,219
Q4 2024 Added 0.88%
$35.7B
$1.08 Million 0.01% of portfolio
8,045
Q4 2024 Reduced 1.6%
$1.85B
$708,000 0.01% of portfolio
5,381
Q4 2024 Reduced 8.16%
$51.4B
$782,000 0.01% of portfolio
5,955
Q4 2024 Added 13.19%
$44.4B
$755,000 0.01% of portfolio
8,894
Q4 2024 Added 260.67%
$9.3B
$515,000 0.01% of portfolio
4,772
Q4 2024 Added 5.34%
$14.1B
$644,000 0.01% of portfolio
68,466
Q4 2024 Added 41.02%
$63.3B
$1.22 Million 0.01% of portfolio
16,730
Q4 2024 Added 26.36%
$40.1B
$955,000 0.01% of portfolio
5,300
Q4 2024 Reduced 4.78%
$28.2B
$593,000 0.01% of portfolio
1,758
Q4 2024 Reduced 5.08%
$86B
$1.21 Million 0.01% of portfolio
7,298
Q4 2024 Added 59.03%
$91.7B
$770,000 0.01% of portfolio
2,380
Q4 2024 Added 31.56%
$34B
$754,000 0.01% of portfolio
8,172
Q4 2024 Added 3.34%
$53.1B
$1.24 Million 0.01% of portfolio
5,064
Q4 2024 Reduced 3.19%
$14.2B
$739,000 0.01% of portfolio
3,951
Q4 2024 Added 1.96%
$39.8B
$856,000 0.01% of portfolio
1,441
Q4 2024 Added 4.95%
$44.2B
$1.11 Million 0.01% of portfolio
26,969
Q4 2024 Added 6.26%
$15.9B
$683,000 0.01% of portfolio
12,468
Q4 2024 Added 14.91%
$67.5B
$1.45 Million 0.01% of portfolio
18,815
Q4 2024 Added 37.91%
$16.7B
$543,000 0.01% of portfolio
18,645
Q4 2024 Reduced 17.4%
$16.6B
$531,000 0.01% of portfolio
6,199
Q4 2024 Added 8.98%
$30.3B
$1.24 Million 0.01% of portfolio
14,557
Q4 2024 Reduced 4.68%
$106B
$554,000 0.01% of portfolio
18,769
Q4 2024 Added 1.73%
$36B
$668,000 0.01% of portfolio
2,957
Q4 2024 Added 35.27%
$6.52B
$865,000 0.01% of portfolio
37,975
Q2 2024 New

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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