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 $2 Billions to $10 Billions
