Hb Wealth Management, LLC Asset Management

Hb Wealth Management, LLC

  • $14.5 Billion
  • Q3 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$23B
$119 Million 0.82% of portfolio
1,157,081
Q3 2025 Added 31.24%
$103B
$10.1 Million 0.07% of portfolio
77,382
Q3 2025 Reduced 2.19%
$98.1B
$8.13 Million 0.06% of portfolio
47,597
Q3 2025 Added 15.82%
$89.3B
$3.9 Million 0.03% of portfolio
35,787
Q3 2025 Added 11.66%
$0
$3.43 Million 0.02% of portfolio
168,076
Q3 2025 Added 25.21%
$2.37B
$3.41 Million 0.02% of portfolio
249,399
Q3 2025 Added 28.64%
$47B
$2.7 Million 0.02% of portfolio
5,491
Q3 2025 Added 43.44%
$0
$1.77 Million 0.01% of portfolio
77,376
Q3 2025 Added 1.54%
$78.4B
$1.76 Million 0.01% of portfolio
13,208
Q3 2025 Added 11.85%
$0
$1.48 Million 0.01% of portfolio
119,524
Q3 2025 Reduced 2.8%
$42.9B
$1.29 Million 0.01% of portfolio
11,087
Q3 2025 Added 31.25%
$24.4B
$1.13 Million 0.01% of portfolio
7,082
Q3 2025 Added 33.32%
$0
$881,000 0.01% of portfolio
86,635
Q3 2025 Added 0.48%
$19.3B
$747,000 0.01% of portfolio
11,916
Q3 2025 Added 5.66%
$4.4B
$704,000 0.0% of portfolio
11,071
Q3 2025 Added 148.4%
$26.6B
$637,000 0.0% of portfolio
4,738
Q3 2025 Added 13.92%
$21.1B
$448,000 0.0% of portfolio
5,414
Q3 2025 Added 14.41%
$4.41B
$400,000 0.0% of portfolio
15,375
Q3 2025 New
$10.7B
$348,000 0.0% of portfolio
15,194
Q3 2025 Added 11.15%
$912M
$289,000 0.0% of portfolio
6,436
Q3 2025 New
$0
$275,000 0.0% of portfolio
13,599
Q2 2023 Reduced 29.54%
$0
$246,000 0.0% of portfolio
8,337
Q2 2025 New
$2.24B
$225,000 0.0% of portfolio
11,928
Q3 2025 New
$0
$208,000 0.0% of portfolio
14,600
Q2 2025 New
$7.17B
$207,000 0.0% of portfolio
4,651
Q3 2025 New
$0
$206,000 0.0% of portfolio
32,550
Q3 2025 New
$0
$204,000 0.0% of portfolio
13,698
Q3 2025 Added 4.76%
$4.34B
$200,000 0.0% of portfolio
3,102
Q3 2025 Reduced 1.68%
$839M
$192,000 0.0% of portfolio
12,614
Q1 2025 Reduced 15.96%
$0
$174,000 0.0% of portfolio
13,940
Q3 2025 Added 18.24%
$0
$169,000 0.0% of portfolio
13,561
Q3 2025 New
$0
$165,000 0.0% of portfolio
26,420
Q2 2025 New
$0
$156,000 0.0% of portfolio
11,757
Q1 2025 Reduced 1.19%
$893M
$147,000 0.0% of portfolio
13,231
Q3 2025 Added 3.21%
$143M
$77,000 0.0% of portfolio
11,202
Q3 2025 New
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