Hb Wealth Management, LLC Portfolio Holdings
Hb Wealth Management, LLC
- $9.29 Billion
- Q3 2024
Hb Wealth Management, LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $9.29 Billion distributed in 979 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 $2.22B, Vanguard Dividend Appreciation with a value of $872M, Jp Morgan ETF Tr Ultra Short I with a value of $379M, Spdr Portfolio with a value of $380M, and Vanguard Star Fd Vanguard Tota with a value of $353M.
Examining the 13F form we can see an increase of $680M in the current position value, from $8.6B to 9.29B.
Below you can find more details about Hb Wealth Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 979
- Current Value $9.29 Billion
- Prior Value $8.6 Billion
- Filing
- Period Q3 2024
- Filing Date October 15, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 90 stocks
- Additional Purchases 547 stocks
- Sold out of 0 stocks
- Reduced holdings in 231 stocks