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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.27B
$3.68 Million 0.04% of portfolio
275,185
Q4 2024 Added 6.1%
$182B
$4.34 Million 0.04% of portfolio
874
Q4 2024 Added 14.1%
$105B
$4.16 Million 0.04% of portfolio
73,542
Q4 2024 Added 17.63%
$122B
$3.43 Million 0.04% of portfolio
48,731
Q4 2024 Added 13.52%
$113B
$3.88 Million 0.04% of portfolio
39,113
Q4 2024 Added 9.46%
$58.9B
$3.64 Million 0.04% of portfolio
29,374
Q4 2024 Added 14.13%
$67.5B
$3.59 Million 0.04% of portfolio
114,521
Q4 2024 Reduced 3.95%
$79.5B
$3.6 Million 0.04% of portfolio
28,783
Q4 2024 Added 3.18%
$199B
$3.61 Million 0.04% of portfolio
21,652
Q4 2024 Added 6.38%
$19.3B
$3.97 Million 0.04% of portfolio
35,454
Q4 2024 Reduced 0.56%
$2.41B
$3.85 Million 0.04% of portfolio
253,913
Q4 2024 Added 7.52%
$165B
$4.12 Million 0.04% of portfolio
6,550
Q4 2024 Added 4.78%
$30.8B
$3.89 Million 0.04% of portfolio
7,531
Q4 2024 Added 2.0%
$100B
$4.3 Million 0.04% of portfolio
7,538
Q4 2024 Added 10.38%
$30.7B
$3.71 Million 0.04% of portfolio
35,661
Q4 2024 Added 9.34%
$184B
$3.94 Million 0.04% of portfolio
52,070
Q4 2024 Added 27.34%
$93.5B
$3.47 Million 0.04% of portfolio
38,081
Q4 2024 Reduced 0.91%
$126B
$3.53 Million 0.04% of portfolio
8,767
Q4 2024 Added 4.68%
$72B
$3.03 Million 0.03% of portfolio
23,489
Q4 2024 Added 13.17%
$55.3B
$3.31 Million 0.03% of portfolio
35,900
Q4 2024 Added 15.22%
$118B
$3.33 Million 0.03% of portfolio
20,457
Q4 2024 Added 7.8%
$254B
$3.09 Million 0.03% of portfolio
4,455
Q4 2024 Added 61.76%
$136B
$2.68 Million 0.03% of portfolio
30,036
Q4 2024 Added 5.91%
$35.1B
$2.95 Million 0.03% of portfolio
62,072
Q4 2024 Added 4.11%
$80.7B
$2.61 Million 0.03% of portfolio
7,624
Q4 2024 Added 17.44%
$136B
$2.94 Million 0.03% of portfolio
12,803
Q4 2024 Reduced 3.61%
$136B
$2.77 Million 0.03% of portfolio
6,533
Q4 2024 Reduced 9.07%
$53.3B
$2.99 Million 0.03% of portfolio
152,529
Q4 2024 Added 0.55%
$23.4B
$2.71 Million 0.03% of portfolio
64,073
Q4 2024 Reduced 16.57%
$34.1B
$2.84 Million 0.03% of portfolio
44,479
Q4 2024 Added 2.21%
$131B
$2.44 Million 0.03% of portfolio
26,411
Q4 2024 Added 46.69%
$77.7B
$2.84 Million 0.03% of portfolio
141,550
Q4 2024 Added 0.33%
$89.9B
$3.02 Million 0.03% of portfolio
4,790
Q4 2024 Added 15.56%
$63.7B
$3.2 Million 0.03% of portfolio
22,907
Q4 2024 Added 8.9%
$109B
$2.98 Million 0.03% of portfolio
14,027
Q4 2024 Added 10.99%
$70.3B
$2.95 Million 0.03% of portfolio
6,374
Q4 2024 Added 12.56%
$70.2B
$3.18 Million 0.03% of portfolio
42,083
Q4 2024 Reduced 41.84%
$83.2B
$2.75 Million 0.03% of portfolio
5,869
Q4 2024 Reduced 0.95%
$17.2B
$3.22 Million 0.03% of portfolio
18,238
Q4 2024 Reduced 0.27%
$38.5B
$3.1 Million 0.03% of portfolio
30,871
Q4 2024 Added 5.35%
$87.3B
$2.48 Million 0.03% of portfolio
2,095
Q4 2024 Added 14.86%
$72.1B
$3.16 Million 0.03% of portfolio
4,962
Q4 2024 Added 26.0%
$47.7B
$2.57 Million 0.03% of portfolio
22,539
Q4 2024 Added 14.0%
$76.9B
$2.93 Million 0.03% of portfolio
14,560
Q4 2024 Added 2.17%
$138B
$3.37 Million 0.03% of portfolio
45,556
Q4 2024 Reduced 3.37%
$131B
$3.41 Million 0.03% of portfolio
9,476
Q4 2024 Added 2.39%
$2.41B
$2.55 Million 0.03% of portfolio
63,667
Q1 2024 Added 43.19%
$101B
$2.75 Million 0.03% of portfolio
9,971
Q4 2024 Reduced 3.32%
$326B
$2.46 Million 0.03% of portfolio
11,127
Q4 2024 Added 1.91%

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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