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
$46.3B
$2.11 Million 0.02% of portfolio
37,659
Q1 2025 Added 4.63%
$75.1B
$2.85 Million 0.02% of portfolio
25,971
Q1 2025 Reduced 11.59%
$69.1B
$2.1 Million 0.02% of portfolio
16,390
Q1 2025 Added 11.32%
$4.95B
$2.79 Million 0.02% of portfolio
207,285
Q1 2025 Added 1,665.33%
$27.3B
$2.84 Million 0.02% of portfolio
72,560
Q1 2025 Added 13.25%
$0
$2.8 Million 0.02% of portfolio
45,000
Q2 2024 Added 28.57%
$255M
$1.98 Million 0.02% of portfolio
69,319
Q1 2025 New
$32.3B
$2.18 Million 0.02% of portfolio
36,397
Q1 2025 Reduced 18.17%
$69.5B
$1.79 Million 0.02% of portfolio
38,111
Q1 2025 Added 62.74%
$105B
$2.12 Million 0.02% of portfolio
6,123
Q1 2025 Added 55.8%
$42.9B
$2.73 Million 0.02% of portfolio
17,118
Q1 2025 Added 5.93%
$68.6B
$1.94 Million 0.02% of portfolio
8,533
Q1 2025 Added 20.3%
$0
$2.06 Million 0.02% of portfolio
99,532
Q1 2025 Added 86.1%
$0
$1.84 Million 0.02% of portfolio
33,344
Q1 2025 Added 14.54%
$17.5B
$2.45 Million 0.02% of portfolio
79,196
Q1 2025 Added 223.99%
$0
$2.56 Million 0.02% of portfolio
22,319
Q1 2025 Added 42.7%
$0
$1.97 Million 0.02% of portfolio
19,226
Q1 2024 Added 0.14%
$0
$2.53 Million 0.02% of portfolio
110,104
Q1 2025 Added 116.92%
$0
$1.87 Million 0.02% of portfolio
19,940
Q1 2025 Reduced 3.72%
$0
$2.57 Million 0.02% of portfolio
23,308
Q1 2025 New
$0
$2.32 Million 0.02% of portfolio
16,541
Q1 2025 Added 11.72%
$0
$2.11 Million 0.02% of portfolio
16,922
Q1 2025 Added 1.8%
$0
$2.57 Million 0.02% of portfolio
21,475
Q1 2025 Added 0.7%
$0
$2.83 Million 0.02% of portfolio
49,451
Q1 2025 Added 3.15%
$0
$1.79 Million 0.02% of portfolio
28,164
Q1 2025 New
$70.9B
$2.73 Million 0.02% of portfolio
34,129
Q1 2025 Added 25.91%
$29.3B
$2.49 Million 0.02% of portfolio
16,629
Q1 2025 Added 387.37%
$44.9B
$2.88 Million 0.02% of portfolio
20,278
Q1 2025 Added 44.8%
$61.5B
$2.62 Million 0.02% of portfolio
91,888
Q1 2025 Added 31.22%
$10.6B
$2.27 Million 0.02% of portfolio
4,661
Q1 2025 Added 779.43%
$46.8B
$2.08 Million 0.02% of portfolio
9,928
Q1 2025 Added 38.27%
$30.3B
$2.37 Million 0.02% of portfolio
7,233
Q1 2025 Added 454.68%
$12.1B
$2.15 Million 0.02% of portfolio
12,430
Q1 2025 Added 967.87%
$60.5B
$1.81 Million 0.02% of portfolio
57,978
Q1 2025 Added 109.91%
$87B
$2.85 Million 0.02% of portfolio
11,969
Q1 2025 Added 91.44%
$63.4B
$2.42 Million 0.02% of portfolio
30,162
Q1 2025 Added 47.71%
$124B
$2.48 Million 0.02% of portfolio
28,548
Q1 2025 Added 5.37%
$17.5B
$2.16 Million 0.02% of portfolio
12,867
Q1 2025 Added 4.37%
$179B
$2.39 Million 0.02% of portfolio
34,452
Q1 2025 Added 101.21%
$32B
$2.1 Million 0.02% of portfolio
17,438
Q1 2025 Added 11.95%
$57.4B
$2.01 Million 0.02% of portfolio
10,601
Q1 2025 Added 199.72%
$39.7B
$2.1 Million 0.02% of portfolio
20,315
Q1 2025 Added 25.33%
$18.5B
$1.96 Million 0.02% of portfolio
9,907
Q1 2025 Added 6.07%
$56B
$2.11 Million 0.02% of portfolio
13,659
Q1 2025 Added 19.64%
$101B
$2.69 Million 0.02% of portfolio
24,100
Q1 2025 Added 77.86%
$39.5B
$2.87 Million 0.02% of portfolio
25,714
Q1 2025 Added 115.02%
$20.9B
$2.14 Million 0.02% of portfolio
98,422
Q1 2025 Added 7.83%
$60.7B
$2.84 Million 0.02% of portfolio
4,822
Q1 2025 Added 45.99%
$125B
$1.84 Million 0.02% of portfolio
33,237
Q1 2025 Added 114.49%

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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