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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$88.1B
$4.56 Million 0.04% of portfolio
29,956
Q2 2025 Reduced 9.25%
$68.7B
$5.4 Million 0.04% of portfolio
51,183
Q2 2025 Reduced 35.48%
$55.9B
$4.95 Million 0.04% of portfolio
47,691
Q2 2025 Added 2.21%
$32.6B
$5.32 Million 0.04% of portfolio
15,139
Q2 2025 Reduced 4.97%
$146B
$5.09 Million 0.04% of portfolio
27,805
Q2 2025 Added 24.17%
$319B
$4.38 Million 0.04% of portfolio
5,460
Q2 2025 Reduced 11.52%
$149B
$4.86 Million 0.04% of portfolio
45,261
Q2 2025 Added 16.78%
$86.1B
$5.18 Million 0.04% of portfolio
24,324
Q2 2025 Added 69.27%
$35.4B
$4.6 Million 0.04% of portfolio
57,237
Q2 2025 Reduced 25.36%
$93.1B
$5.1 Million 0.04% of portfolio
10,012
Q2 2025 Added 22.95%
$144B
$5.36 Million 0.04% of portfolio
10,532
Q2 2025 Reduced 3.98%
$0
$4.88 Million 0.04% of portfolio
141,227
Q2 2025 Added 206.73%
$41.2B
$4.5 Million 0.04% of portfolio
55,233
Q2 2025 Reduced 24.74%
$20.2B
$5.41 Million 0.04% of portfolio
44,563
Q2 2025 Reduced 43.66%
$21.3B
$4.82 Million 0.04% of portfolio
20,481
Q2 2025 Added 1.56%
$81.8B
$4.66 Million 0.04% of portfolio
18,829
Q2 2025 Reduced 22.78%
$39.4B
$4.44 Million 0.04% of portfolio
6,067
Q2 2025 Added 3.78%
$63.4B
$5.22 Million 0.04% of portfolio
20,409
Q2 2025 Reduced 25.14%
$35.4B
$5.04 Million 0.04% of portfolio
52,990
Q2 2025 Added 9.6%
$98.9B
$5.42 Million 0.04% of portfolio
7,756
Q2 2025 Reduced 13.08%
$0
$5.33 Million 0.04% of portfolio
218,518
Q2 2025 New
$42.1B
$5.07 Million 0.04% of portfolio
51,394
Q2 2025 Reduced 40.63%
$93.3B
$4.89 Million 0.04% of portfolio
14,782
Q2 2025 Added 15.94%
$65.5B
$4.53 Million 0.04% of portfolio
16,927
Q2 2025 Reduced 3.87%
$60.1B
$5.11 Million 0.04% of portfolio
118,765
Q2 2025 Reduced 13.3%
$39.3B
$5.31 Million 0.04% of portfolio
18,424
Q2 2025 Added 2.23%
$102B
$4.71 Million 0.04% of portfolio
10,583
Q2 2025 Reduced 0.69%
$45.8B
$5.15 Million 0.04% of portfolio
27,575
Q2 2025 Added 0.06%
$128B
$3.55 Million 0.03% of portfolio
14,918
Q2 2025 Reduced 9.0%
$82.7B
$4.02 Million 0.03% of portfolio
1,083
Q2 2025 Reduced 23.35%
$54.3B
$3.96 Million 0.03% of portfolio
22,972
Q2 2025 Reduced 16.3%
$131B
$3.81 Million 0.03% of portfolio
18,162
Q2 2025 Added 3.25%
$101B
$3.16 Million 0.03% of portfolio
68,190
Q2 2025 Reduced 24.27%
$120B
$4.14 Million 0.03% of portfolio
46,169
Q2 2025 Reduced 2.29%
$11.6B
$4.13 Million 0.03% of portfolio
84,224
Q2 2025 Added 31.35%
$0
$3.14 Million 0.03% of portfolio
66,155
Q2 2025 Added 187.71%
$69.5B
$3.67 Million 0.03% of portfolio
118,482
Q2 2025 Reduced 17.1%
$27.1B
$3.2 Million 0.03% of portfolio
76,083
Q2 2025 Added 39.56%
$79.5B
$4.08 Million 0.03% of portfolio
32,606
Q2 2025 Reduced 14.45%
$148B
$3.76 Million 0.03% of portfolio
33,939
Q2 2025 Reduced 0.06%
$101B
$3.9 Million 0.03% of portfolio
174,021
Q2 2025 Reduced 14.05%
$0
$3.46 Million 0.03% of portfolio
167,211
Q2 2025 Added 68.0%
$0
$4.04 Million 0.03% of portfolio
29,824
Q2 2025 Reduced 0.59%
$0
$3.33 Million 0.03% of portfolio
36,175
Q2 2025 Reduced 17.21%
$0
$3.57 Million 0.03% of portfolio
28,857
Q2 2025 Added 34.37%
$0
$3.51 Million 0.03% of portfolio
23,336
Q2 2025 Reduced 6.42%
$74.3B
$3.47 Million 0.03% of portfolio
32,816
Q2 2025 Reduced 3.85%
$90.9B
$4.14 Million 0.03% of portfolio
24,907
Q2 2025 Reduced 3.85%
$26.6B
$3.36 Million 0.03% of portfolio
1,683
Q2 2025 Reduced 4.43%

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
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