Hb Wealth Management, LLC Asset Management

Hb Wealth Management, LLC

  • $9.75 Billion
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$121B
$4.42 Million 0.05% of portfolio
25,646
Q4 2024 Reduced 1.13%
$0
$3.87 Million 0.04% of portfolio
177,018
Q4 2024 Added 5.84%
$2.69B
$3.85 Million 0.04% of portfolio
253,913
Q4 2024 Added 7.52%
$0
$2.01 Million 0.02% of portfolio
157,972
Q4 2024 New
$128B
$1.72 Million 0.02% of portfolio
11,638
Q4 2024 Added 30.32%
$0
$1.69 Million 0.02% of portfolio
79,163
Q4 2024 Added 8.35%
$57.1B
$1.51 Million 0.02% of portfolio
2,835
Q4 2024 Reduced 6.56%
$68.6B
$1.45 Million 0.01% of portfolio
18,815
Q4 2024 Added 37.91%
$97.6B
$1.21 Million 0.01% of portfolio
7,298
Q4 2024 Added 59.03%
$0
$708,000 0.01% of portfolio
74,950
Q3 2024 Reduced 50.0%
$18.9B
$574,000 0.01% of portfolio
11,380
Q4 2024 Added 37.24%
$4.65B
$566,000 0.01% of portfolio
9,675
Q4 2024 Added 0.92%
$36.1B
$537,000 0.01% of portfolio
5,481
Q4 2024 Added 7.89%
$186M
$481,000 0.0% of portfolio
56,600
Q4 2024 Added 3.0%
$0
$479,000 0.0% of portfolio
54,388
Q4 2024 New
$0
$459,000 0.0% of portfolio
37,972
Q4 2024 Reduced 78.7%
$0
$417,000 0.0% of portfolio
19,228
Q4 2024 Added 11.24%
$20.1B
$323,000 0.0% of portfolio
4,180
Q4 2024 Added 9.22%
$23.2B
$305,000 0.0% of portfolio
2,984
Q4 2024 Added 1.19%
$26.1B
$304,000 0.0% of portfolio
2,691
Q4 2024 Added 12.36%
$0
$285,000 0.0% of portfolio
13,599
Q2 2023 Reduced 29.54%
$925M
$242,000 0.0% of portfolio
15,010
Q4 2024 New
$2.67B
$214,000 0.0% of portfolio
10,676
Q4 2024 Added 1.93%
$0
$211,000 0.0% of portfolio
11,790
Q2 2023 Reduced 79.57%
$0
$177,000 0.0% of portfolio
14,461
Q4 2023 Reduced 0.01%
$0
$151,000 0.0% of portfolio
11,898
Q2 2024 Reduced 6.81%
$893M
$117,000 0.0% of portfolio
10,532
Q4 2024 Added 1.97%
$148M
$64,000 0.0% of portfolio
11,000
Q4 2024 New
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