Hb Wealth Management, LLC Asset Management

Hb Wealth Management, LLC

  • $12.3 Billion
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$23.7B
$85.1 Million 0.69% of portfolio
881,623
Q2 2025 Reduced 15.79%
$123B
$10.5 Million 0.09% of portfolio
79,111
Q2 2025 Added 4.36%
$120B
$6.15 Million 0.05% of portfolio
41,094
Q2 2025 Added 8.11%
$0
$2.95 Million 0.02% of portfolio
134,239
Q2 2025 Reduced 18.43%
$83.3B
$2.92 Million 0.02% of portfolio
32,050
Q2 2025 Added 7.37%
$2.54B
$2.84 Million 0.02% of portfolio
193,875
Q2 2025 Reduced 22.81%
$53.9B
$2.04 Million 0.02% of portfolio
3,828
Q2 2025 Reduced 16.8%
$0
$1.81 Million 0.01% of portfolio
76,206
Q2 2025 Reduced 4.27%
$85.2B
$1.68 Million 0.01% of portfolio
11,809
Q2 2025 Added 26.86%
$0
$1.56 Million 0.01% of portfolio
122,962
Q2 2025 Reduced 2.99%
$0
$970,000 0.01% of portfolio
86,224
Q2 2025 Added 28.18%
$32.4B
$920,000 0.01% of portfolio
5,312
Q2 2025 Added 7.9%
$40.8B
$898,000 0.01% of portfolio
8,447
Q2 2025 Added 0.26%
$0
$662,000 0.01% of portfolio
74,950
Q3 2024 Reduced 50.0%
$0
$632,000 0.01% of portfolio
64,633
Q2 2025 Added 7.34%
$22.5B
$579,000 0.0% of portfolio
11,278
Q2 2025 Reduced 6.31%
$19.1B
$375,000 0.0% of portfolio
4,732
Q2 2025 Reduced 7.2%
$0
$274,000 0.0% of portfolio
13,599
Q2 2023 Reduced 29.54%
$0
$271,000 0.0% of portfolio
13,076
Q2 2025 Reduced 11.34%
$4.94B
$263,000 0.0% of portfolio
4,457
Q2 2025 Reduced 59.51%
$9.42B
$215,000 0.0% of portfolio
13,670
Q2 2025 New
$0
$211,000 0.0% of portfolio
8,337
Q2 2025 New
$902M
$203,000 0.0% of portfolio
12,614
Q1 2025 Reduced 15.96%
$0
$202,000 0.0% of portfolio
14,600
Q2 2025 New
$4.82B
$200,000 0.0% of portfolio
3,155
Q2 2025 Reduced 8.97%
$0
$161,000 0.0% of portfolio
11,790
Q2 2023 Reduced 79.57%
$0
$156,000 0.0% of portfolio
26,420
Q2 2025 New
$0
$154,000 0.0% of portfolio
11,757
Q1 2025 Reduced 1.19%
$893M
$142,000 0.0% of portfolio
12,819
Q2 2025 Added 3.0%
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