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
$60B
$3.27 Million 0.03% of portfolio
13,563
Q4 2024 Added 14.6%
$2B
$2.64 Million 0.03% of portfolio
74,634
Q4 2024 Added 0.71%
$19.7B
$2.55 Million 0.03% of portfolio
240,550
Q4 2024 Added 5.32%
$7.36B
$1.47 Million 0.02% of portfolio
5,015
Q4 2024 Added 6.43%
$52.6B
$1.58 Million 0.02% of portfolio
8,186
Q4 2024 Reduced 17.76%
$49.6B
$1.51 Million 0.02% of portfolio
2,835
Q4 2024 Reduced 6.56%
$38.7B
$1.95 Million 0.02% of portfolio
28,135
Q4 2024 Added 19.48%
$90.7B
$2.31 Million 0.02% of portfolio
10,875
Q4 2024 Added 11.39%
$76B
$1.91 Million 0.02% of portfolio
5,313
Q4 2024 Added 1.28%
$26.3B
$1.79 Million 0.02% of portfolio
35,359
Q4 2024 Added 2.22%
$209B
$2.11 Million 0.02% of portfolio
32,173
Q4 2024 Reduced 0.28%
$96.5B
$2.39 Million 0.02% of portfolio
13,507
Q4 2024 Added 39.13%
$62.5B
$1.75 Million 0.02% of portfolio
9,834
Q4 2024 Reduced 3.22%
$50.1B
$2.18 Million 0.02% of portfolio
32,000
Q4 2024 Added 1.17%
$1.34B
$2.06 Million 0.02% of portfolio
34,105
Q4 2024 Added 9.95%
$94.4B
$1.52 Million 0.02% of portfolio
6,561
Q4 2024 Added 14.88%
$58.2B
$2.3 Million 0.02% of portfolio
71,186
Q4 2024 Added 15.82%
$22B
$2.06 Million 0.02% of portfolio
17,910
Q4 2024 Reduced 4.53%
$62.4B
$1.49 Million 0.02% of portfolio
11,687
Q4 2024 Added 9.9%
$44.3B
$1.94 Million 0.02% of portfolio
35,993
Q4 2024 Added 15.61%
$22.6B
$1.51 Million 0.02% of portfolio
8,029
Q4 2024 Added 5.26%
$68B
$1.66 Million 0.02% of portfolio
7,069
Q4 2024 Added 22.6%
$64.8B
$1.8 Million 0.02% of portfolio
14,723
Q4 2024 Added 17.68%
$72B
$1.58 Million 0.02% of portfolio
1,675
Q4 2024 Added 2.76%
$69.2B
$1.93 Million 0.02% of portfolio
6,786
Q4 2024 Added 105.82%
$582M
$1.51 Million 0.02% of portfolio
133,304
Q3 2024 New
$2.57B
$1.58 Million 0.02% of portfolio
28,307
Q4 2024 New
$40.4B
$2.15 Million 0.02% of portfolio
16,160
Q4 2024 Added 6.48%
$19.5B
$1.91 Million 0.02% of portfolio
89,560
Q4 2024 Added 1.72%
$56.9B
$1.75 Million 0.02% of portfolio
7,093
Q4 2024 Added 20.06%
$24.6B
$2.01 Million 0.02% of portfolio
61,596
Q4 2024 Added 3.14%
$52.9B
$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
$48.2B
$1.84 Million 0.02% of portfolio
14,004
Q4 2024 Added 7.03%
$60.9B
$1.92 Million 0.02% of portfolio
70,026
Q4 2024 Added 33.7%
$88.9B
$1.72 Million 0.02% of portfolio
11,638
Q4 2024 Added 30.32%
$41.8B
$1.51 Million 0.02% of portfolio
7,180
Q4 2024 Reduced 2.09%
$3.02B
$1.75 Million 0.02% of portfolio
103,584
Q4 2024 Added 724.12%
$71.5B
$1.74 Million 0.02% of portfolio
6,252
Q4 2024 Added 19.06%
$44.1B
$1.71 Million 0.02% of portfolio
15,497
Q4 2024 Added 3.16%
$57.9B
$1.67 Million 0.02% of portfolio
20,420
Q4 2024 Added 53.71%
$74.8B
$2.28 Million 0.02% of portfolio
27,094
Q4 2024 Added 42.87%
$18.1B
$1.91 Million 0.02% of portfolio
12,328
Q4 2024 Added 322.19%
$77.8B
$1.51 Million 0.02% of portfolio
3,181
Q4 2024 Added 7.32%
$131B
$1.47 Million 0.02% of portfolio
17,122
Q4 2024 Added 5.39%
$28.4B
$1.82 Million 0.02% of portfolio
15,576
Q4 2024 Added 4.12%
$41B
$1.5 Million 0.02% of portfolio
16,209
Q4 2024 Added 4.45%
$17.5B
$2.1 Million 0.02% of portfolio
9,340
Q4 2024 Added 3.41%
$52.2B
$1.6 Million 0.02% of portfolio
11,417
Q4 2024 Added 15.87%

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
Track This Portfolio

Track Hb Wealth Management, LLC Portfolio

Follow Hb Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hb Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email