Hb Wealth Management, LLC Portfolio Holdings

Hb Wealth Management, LLC

  • $11.8 Billion
  • Q1 2025

Hb Wealth Management, LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $11.8 Billion distributed in 1221 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 $2.32B, Vanguard Dividend Appreciation with a value of $974M, Jp Morgan ETF Tr Ultra Short I with a value of $433M, Spdr Portfolio with a value of $385M, and Vanguard Star Fd Vanguard Tota with a value of $366M.

Examining the 13F form we can see an increase of $2.09B in the current position value, from $9.75B to 11.8B.

Below you can find more details about Hb Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $11.8 Billion
ETFs: $8.11 Billion
Technology: $992 Million
Financial Services: $671 Million
Consumer Cyclical: $523 Million
Healthcare: $382 Million
Industrials: $310 Million
Consumer Defensive: $260 Million
Communication Services: $248 Million
Other: $345 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$54B
$5.64 Million 0.05% of portfolio
136,982
Q1 2025 Added 14.66%
$0
$5.53 Million 0.05% of portfolio
22,598
Q1 2025 Added 0.7%
$0
$6.05 Million 0.05% of portfolio
37,681
Q1 2025 Added 5.94%
$0
$6.06 Million 0.05% of portfolio
103,217
Q1 2025 Added 21.6%
$35.2B
$6.36 Million 0.05% of portfolio
27,260
Q1 2025 Added 1,025.05%
$48.6B
$5.38 Million 0.05% of portfolio
27,558
Q1 2025 New
$80.2B
$4.85 Million 0.04% of portfolio
33,008
Q1 2025 Added 40.53%
$52.3B
$5.1 Million 0.04% of portfolio
46,658
Q1 2025 Added 29.97%
$55B
$4.54 Million 0.04% of portfolio
69,241
Q1 2025 Added 146.1%
$30.1B
$5.04 Million 0.04% of portfolio
15,930
Q1 2025 Added 806.14%
$101B
$5.31 Million 0.04% of portfolio
38,010
Q1 2025 Added 48.21%
$83.9B
$4.62 Million 0.04% of portfolio
18,175
Q1 2025 Added 300.33%
$42.7B
$5 Million 0.04% of portfolio
38,269
Q1 2025 Added 556.87%
$151B
$5.1 Million 0.04% of portfolio
71,796
Q1 2025 Added 47.33%
$116B
$4.96 Million 0.04% of portfolio
47,249
Q1 2025 Added 20.8%
$156B
$5.15 Million 0.04% of portfolio
10,968
Q1 2025 Added 67.89%
$33.3B
$4.63 Million 0.04% of portfolio
19,000
Q1 2025 Reduced 13.52%
$24.5B
$4.23 Million 0.04% of portfolio
54,518
Q1 2025 Added 367.0%
$79.5B
$4.77 Million 0.04% of portfolio
38,115
Q1 2025 Added 32.42%
$90.7B
$4.6 Million 0.04% of portfolio
202,464
Q1 2025 Added 43.03%
$0
$5.29 Million 0.04% of portfolio
20,692
Q1 2025 Reduced 9.92%
$0
$4.17 Million 0.04% of portfolio
24,408
Q1 2025 Added 247.05%
$121B
$4.6 Million 0.04% of portfolio
6,773
Q1 2025 Added 41.4%
$34.6B
$4.6 Million 0.04% of portfolio
9,623
Q1 2025 Added 27.78%
$68.8B
$4.75 Million 0.04% of portfolio
10,843
Q1 2025 Added 70.11%
$33B
$4.71 Million 0.04% of portfolio
48,347
Q1 2025 Added 35.57%
$261B
$5.22 Million 0.04% of portfolio
61,892
Q1 2025 Added 18.86%
$7.4B
$4.15 Million 0.04% of portfolio
56,167
Q1 2025 New
$160B
$4.14 Million 0.04% of portfolio
52,946
Q1 2025 Added 16.22%
$0
$4.84 Million 0.04% of portfolio
97,220
Q1 2025 Added 19.72%
$0
$4.5 Million 0.04% of portfolio
10,729
Q1 2025 Added 15.09%
$99.4B
$4.57 Million 0.04% of portfolio
46,580
Q1 2025 Added 22.32%
$95.7B
$4.19 Million 0.04% of portfolio
12,750
Q1 2025 Added 27.87%
$61.6B
$4.66 Million 0.04% of portfolio
17,608
Q1 2025 Added 29.82%
$74.7B
$4.74 Million 0.04% of portfolio
43,075
Q1 2025 Added 10.15%
$0
$5.05 Million 0.04% of portfolio
64,511
Q1 2025 Reduced 29.58%
$0
$4.35 Million 0.04% of portfolio
52,471
Q1 2025 Added 1,682.91%
$39.9B
$4.17 Million 0.04% of portfolio
18,022
Q1 2025 Added 941.13%
$116B
$5.17 Million 0.04% of portfolio
10,656
Q1 2025 Added 21.55%
$78.2B
$5.32 Million 0.04% of portfolio
32,287
Q1 2025 Added 138.02%
$120B
$3.31 Million 0.03% of portfolio
16,393
Q1 2025 Added 50.74%
$72.8B
$3.09 Million 0.03% of portfolio
7,749
Q1 2025 Added 45.85%
$149B
$3.25 Million 0.03% of portfolio
22,392
Q1 2025 Added 9.46%
$0
$3.65 Million 0.03% of portfolio
164,579
Q1 2025 Reduced 7.03%
$312B
$4.09 Million 0.03% of portfolio
6,171
Q1 2025 Added 38.52%
$229B
$3.42 Million 0.03% of portfolio
46,563
Q1 2025 Added 44.73%
$2.02B
$3.21 Million 0.03% of portfolio
54,735
Q1 2025 New
$129B
$3 Million 0.03% of portfolio
17,591
Q1 2025 Added 30.24%
$142B
$3.91 Million 0.03% of portfolio
38,759
Q1 2025 Added 29.04%

Summary

  • Portfolio
  • No. of Stocks 1,221
  • Current Value $11.8 Billion
  • Prior Value $9.75 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 195 stocks
  • Additional Purchases 818 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 121 stocks
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