Hb Wealth Management, LLC Portfolio Holdings
Hb Wealth Management, LLC
- $11.8 Billion
- Q1 2025
Hb Wealth Management, LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $11.8 Billion distributed in 1221 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 $2.32B, Vanguard Dividend Appreciation with a value of $974M, Jp Morgan ETF Tr Ultra Short I with a value of $433M, Spdr Portfolio with a value of $385M, and Vanguard Star Fd Vanguard Tota with a value of $366M.
Examining the 13F form we can see an increase of $2.09B in the current position value, from $9.75B to 11.8B.
Below you can find more details about Hb Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$11.8 Billion
ETFs: $8.11 Billion
Technology: $992 Million
Financial Services: $671 Million
Consumer Cyclical: $523 Million
Healthcare: $382 Million
Industrials: $310 Million
Consumer Defensive: $260 Million
Communication Services: $248 Million
Other: $345 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 1,221
- Current Value $11.8 Billion
- Prior Value $9.75 Billion
- Filing
- Period Q1 2025
- Filing Date May 07, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 195 stocks
- Additional Purchases 818 stocks
- Sold out of 0 stocks
- Reduced holdings in 121 stocks