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.

Portfolio value $9.29 Billion
ETFs: $6.49 Billion
Technology: $792 Million
Consumer Cyclical: $560 Million
Financial Services: $333 Million
Healthcare: $258 Million
Industrials: $214 Million
Consumer Defensive: $195 Million
Communication Services: $162 Million
Other: $276 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$22.8B
$265,000 0.0% of portfolio
2,949
Q3 2024 Reduced 1.24%
$23.9B
$314,000 0.0% of portfolio
7,084
Q3 2024 Reduced 1.99%
$49.5B
$215,000 0.0% of portfolio
15,816
Q3 2024 Added 46.07%
$28.1B
$298,000 0.0% of portfolio
2,018
Q3 2024 Reduced 10.15%
$13.8B
$201,000 0.0% of portfolio
1,207
Q3 2024 New
$11.3B
$450,000 0.0% of portfolio
1,700
Q3 2024 Added 5.33%
$21.4B
$328,000 0.0% of portfolio
3,827
Q3 2024 Added 25.72%
$10.4B
$388,000 0.0% of portfolio
10,063
Q3 2024 Added 3.43%
$28.6B
$222,000 0.0% of portfolio
2,993
Q3 2024 New
$23.2B
$356,000 0.0% of portfolio
1,971
Q3 2024 Added 22.12%
$87.6B
$297,000 0.0% of portfolio
7,330
Q3 2024 Reduced 16.81%
$29.6B
$441,000 0.0% of portfolio
3,074
Q3 2024 Added 16.04%
$15.4B
$341,000 0.0% of portfolio
6,808
Q3 2024 Added 3.01%
$27B
$260,000 0.0% of portfolio
2,395
Q3 2024 Added 5.18%
$25.4B
$246,000 0.0% of portfolio
7,455
Q3 2024 New
$17.6B
$337,000 0.0% of portfolio
3,452
Q3 2024 Added 12.11%
$14.7B
$461,000 0.0% of portfolio
7,438
Q3 2024 Added 6.59%
$17.6B
$224,000 0.0% of portfolio
6,947
Q3 2024 Reduced 45.99%
$12.5B
$260,000 0.0% of portfolio
14,999
Q3 2024 Added 2.74%
$14.5B
$431,000 0.0% of portfolio
1,144
Q3 2024 Reduced 2.14%

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
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