Hb Wealth Management, LLC Portfolio Holdings
Hb Wealth Management, LLC
- $12.3 Billion
- Q2 2025
Hb Wealth Management, LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $12.3 Billion distributed in 1162 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 $2.36B, Vanguard Dividend Appreciation with a value of $950M, Jp Morgan ETF Tr Ultra Short I with a value of $450M, Vanguard Star Fd Vanguard Tota with a value of $443M, and Spdr Portfolio with a value of $416M.
Examining the 13F form we can see an increase of $440M in the current position value, from $11.8B to 12.3B.
Below you can find more details about Hb Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$12.3 Billion
ETFs: $8.66 Billion
Technology: $1.05 Billion
Financial Services: $629 Million
Consumer Cyclical: $505 Million
Healthcare: $326 Million
Industrials: $298 Million
Communication Services: $286 Million
Consumer Defensive: $242 Million
Other: $280 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 1,162
- Current Value $12.3 Billion
- Prior Value $11.8 Billion
- Filing
- Period Q2 2025
- Filing Date July 17, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 96 stocks
- Additional Purchases 339 stocks
- Sold out of 0 stocks
- Reduced holdings in 657 stocks