Hb Wealth Management, LLC Asset Management

Hb Wealth Management, LLC

  • $11.8 Billion
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$21.6B
$96.2 Million 0.81% of portfolio
1,046,985
Q1 2025 Added 38,806.91%
$104B
$8.76 Million 0.07% of portfolio
75,807
Q1 2025 Added 551.37%
$98.8B
$5.31 Million 0.04% of portfolio
38,010
Q1 2025 Added 48.21%
$2.55B
$3.8 Million 0.03% of portfolio
251,150
Q1 2025 Reduced 1.09%
$0
$3.65 Million 0.03% of portfolio
164,579
Q1 2025 Reduced 7.03%
$72.9B
$2.5 Million 0.02% of portfolio
29,849
Q1 2025 Added 58.64%
$55.2B
$2.23 Million 0.02% of portfolio
4,601
Q1 2025 Added 62.29%
$0
$1.78 Million 0.02% of portfolio
79,602
Q1 2025 Added 0.55%
$0
$1.63 Million 0.01% of portfolio
126,753
Q1 2025 Reduced 19.76%
$79.9B
$1.27 Million 0.01% of portfolio
9,309
Q1 2025 Added 27.56%
$0
$782,000 0.01% of portfolio
67,268
Q1 2025 Added 77.15%
$35.8B
$754,000 0.01% of portfolio
8,425
Q1 2025 Added 53.71%
$28.3B
$721,000 0.01% of portfolio
4,923
Q1 2025 Added 99.8%
$0
$703,000 0.01% of portfolio
74,950
Q3 2024 Reduced 50.0%
$4.18B
$622,000 0.01% of portfolio
11,007
Q1 2025 Added 13.77%
$0
$595,000 0.01% of portfolio
60,212
Q1 2025 Added 10.71%
$139M
$455,000 0.0% of portfolio
58,414
Q1 2025 Added 3.2%
$19.7B
$430,000 0.0% of portfolio
5,099
Q1 2025 Added 21.99%
$22.7B
$363,000 0.0% of portfolio
3,687
Q1 2025 Added 23.56%
$0
$308,000 0.0% of portfolio
14,749
Q1 2025 Reduced 23.29%
$0
$277,000 0.0% of portfolio
13,599
Q2 2023 Reduced 29.54%
$2.21B
$232,000 0.0% of portfolio
12,089
Q1 2025 Added 13.24%
$899M
$212,000 0.0% of portfolio
12,614
Q1 2025 Reduced 15.96%
$4.18B
$200,000 0.0% of portfolio
3,466
Q1 2025 New
$0
$190,000 0.0% of portfolio
11,790
Q2 2023 Reduced 79.57%
$0
$181,000 0.0% of portfolio
14,461
Q4 2023 Reduced 0.01%
$0
$153,000 0.0% of portfolio
11,757
Q1 2025 Reduced 1.19%
$893M
$138,000 0.0% of portfolio
12,446
Q1 2025 Added 18.17%
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