Hb Wealth Management, LLC Portfolio Holdings

Hb Wealth Management, LLC

  • $9.75 Billion
  • Q4 2024

Hb Wealth Management, LLC has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $9.75 Billion distributed in 1076 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 $2.28B, Vanguard Dividend Appreciation with a value of $887M, Jp Morgan ETF Tr Ultra Short I with a value of $419M, Spdr Portfolio with a value of $407M, and Pimco ETF Tr Enhanced Sht Matu with a value of $349M.

Examining the 13F form we can see an increase of $462M in the current position value, from $9.29B to 9.75B.

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

Portfolio value $9.75 Billion
ETFs: $6.75 Billion
Technology: $871 Million
Consumer Cyclical: $631 Million
Financial Services: $380 Million
Healthcare: $242 Million
Industrials: $223 Million
Consumer Defensive: $194 Million
Communication Services: $190 Million
Other: $269 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$68.8B
$1.75 Million 0.02% of portfolio
9,834
Q4 2024 Reduced 3.22%
$53B
$2.18 Million 0.02% of portfolio
32,000
Q4 2024 Added 1.17%
$1.39B
$2.06 Million 0.02% of portfolio
34,105
Q4 2024 Added 9.95%
$95.4B
$1.52 Million 0.02% of portfolio
6,561
Q4 2024 Added 14.88%
$21.8B
$1.55 Million 0.02% of portfolio
23,254
Q4 2024 Added 15.04%
$61.9B
$2.3 Million 0.02% of portfolio
71,186
Q4 2024 Added 15.82%
$23.6B
$2.06 Million 0.02% of portfolio
17,910
Q4 2024 Reduced 4.53%
$59.7B
$1.49 Million 0.02% of portfolio
11,687
Q4 2024 Added 9.9%
$0
$1.48 Million 0.02% of portfolio
16,502
Q4 2024 Reduced 0.2%
$46.7B
$1.94 Million 0.02% of portfolio
35,993
Q4 2024 Added 15.61%
$24.7B
$1.51 Million 0.02% of portfolio
8,029
Q4 2024 Added 5.26%
$72.3B
$1.66 Million 0.02% of portfolio
7,069
Q4 2024 Added 22.6%
$75.2B
$1.8 Million 0.02% of portfolio
14,723
Q4 2024 Added 17.68%
$74.3B
$1.58 Million 0.02% of portfolio
1,675
Q4 2024 Added 2.76%
$72.6B
$1.93 Million 0.02% of portfolio
6,786
Q4 2024 Added 105.82%
$584M
$1.51 Million 0.02% of portfolio
133,304
Q3 2024 New
$49.5B
$2.15 Million 0.02% of portfolio
16,160
Q4 2024 Added 6.48%
$19.9B
$1.91 Million 0.02% of portfolio
89,560
Q4 2024 Added 1.72%
$61.5B
$1.75 Million 0.02% of portfolio
7,093
Q4 2024 Added 20.06%
$28.6B
$2.01 Million 0.02% of portfolio
61,596
Q4 2024 Added 3.14%
$0
$1.61 Million 0.02% of portfolio
29,110
Q4 2024 Reduced 1.97%
$0
$1.77 Million 0.02% of portfolio
32,981
Q4 2024 Reduced 0.89%
$0
$2.12 Million 0.02% of portfolio
19,226
Q1 2024 Added 0.14%
$0
$1.9 Million 0.02% of portfolio
15,641
Q4 2024 Added 0.01%
$0
$1.58 Million 0.02% of portfolio
20,724
Q4 2024 Added 4.22%
$0
$2.39 Million 0.02% of portfolio
16,410
Q4 2024 New
$0
$1.84 Million 0.02% of portfolio
20,711
Q4 2024 Added 16.6%
$0
$2.25 Million 0.02% of portfolio
16,623
Q3 2024 Added 4.12%
$0
$2.36 Million 0.02% of portfolio
14,806
Q4 2024 Reduced 0.51%
$55.2B
$2.14 Million 0.02% of portfolio
27,106
Q4 2024 Added 17.29%
$0
$2.01 Million 0.02% of portfolio
157,972
Q4 2024 New
$48B
$1.84 Million 0.02% of portfolio
14,004
Q4 2024 Added 7.03%
$64.1B
$1.92 Million 0.02% of portfolio
70,026
Q4 2024 Added 33.7%
$99.4B
$1.72 Million 0.02% of portfolio
11,638
Q4 2024 Added 30.32%
$40.1B
$1.51 Million 0.02% of portfolio
7,180
Q4 2024 Reduced 2.09%
$3.4B
$1.75 Million 0.02% of portfolio
103,584
Q4 2024 Added 724.12%
$77.3B
$1.74 Million 0.02% of portfolio
6,252
Q4 2024 Added 19.06%
$52.5B
$1.71 Million 0.02% of portfolio
15,497
Q4 2024 Added 3.16%
$64B
$1.67 Million 0.02% of portfolio
20,420
Q4 2024 Added 53.71%
$94.5B
$2.28 Million 0.02% of portfolio
27,094
Q4 2024 Added 42.87%
$19.4B
$1.91 Million 0.02% of portfolio
12,328
Q4 2024 Added 322.19%
$85.3B
$1.51 Million 0.02% of portfolio
3,181
Q4 2024 Added 7.32%
$157B
$1.47 Million 0.02% of portfolio
17,122
Q4 2024 Added 5.39%
$30.9B
$1.82 Million 0.02% of portfolio
15,576
Q4 2024 Added 4.12%
$43B
$1.5 Million 0.02% of portfolio
16,209
Q4 2024 Added 4.45%
$18.6B
$2.1 Million 0.02% of portfolio
9,340
Q4 2024 Added 3.41%
$55.6B
$1.6 Million 0.02% of portfolio
11,417
Q4 2024 Added 15.87%
$75.5B
$1.55 Million 0.02% of portfolio
18,116
Q4 2024 Added 8.49%
$10.3B
$1.58 Million 0.02% of portfolio
10,387
Q4 2024 Reduced 2.45%

Summary

  • Portfolio
  • No. of Stocks 1,076
  • Current Value $9.75 Billion
  • Prior Value $9.29 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 15, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 140 stocks
  • Additional Purchases 609 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 223 stocks
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