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
$19.5B
$651,000 0.01% of portfolio
11,337
Q4 2024 Reduced 14.31%
$11.5B
$697,000 0.01% of portfolio
20,936
Q4 2024 Added 26.56%
$45.9B
$915,000 0.01% of portfolio
24,322
Q4 2024 Added 37.8%
$45.9B
$746,000 0.01% of portfolio
375
Q4 2024 Added 2.18%
$46B
$839,000 0.01% of portfolio
11,674
Q4 2024 Added 1.23%
$16.5B
$1.05 Million 0.01% of portfolio
18,791
Q4 2024 Added 36.96%
$8.91B
$708,000 0.01% of portfolio
35,181
Q4 2024 Reduced 3.71%
$73.1B
$1.14 Million 0.01% of portfolio
12,113
Q4 2024 Added 9.4%
$47.1B
$1.04 Million 0.01% of portfolio
27,315
Q4 2024 Added 7.46%
$35.8B
$788,000 0.01% of portfolio
3,821
Q4 2024 Added 1.41%
$31B
$710,000 0.01% of portfolio
1,466
Q4 2024 Added 0.07%
$63.1B
$1.25 Million 0.01% of portfolio
23,419
Q4 2024 Added 17.21%
$25.8B
$541,000 0.01% of portfolio
2,745
Q4 2024 Added 53.18%
$49.5B
$1.32 Million 0.01% of portfolio
1,250
Q4 2024 Reduced 10.14%
$46.5B
$941,000 0.01% of portfolio
12,630
Q4 2024 Reduced 1.57%
$47.2B
$615,000 0.01% of portfolio
64,402
Q4 2024 Added 27.13%
$91.2B
$1.18 Million 0.01% of portfolio
3,930
Q4 2024 Reduced 13.7%
$8.59B
$1.05 Million 0.01% of portfolio
15,193
Q4 2024 Reduced 5.64%
$24.4B
$607,000 0.01% of portfolio
3,585
Q4 2024 Added 20.75%
$16.6B
$773,000 0.01% of portfolio
24,642
Q4 2024 Added 5.42%
$49.6B
$531,000 0.01% of portfolio
4,860
Q4 2024 Added 24.55%
$24.9B
$544,000 0.01% of portfolio
781
Q4 2024 Reduced 7.46%
$31.1B
$855,000 0.01% of portfolio
3,370
Q4 2024 Reduced 4.42%
$19.4B
$788,000 0.01% of portfolio
48,451
Q4 2024 Added 60.96%
$33.9B
$925,000 0.01% of portfolio
2,239
Q4 2024 Added 0.49%
$28.1B
$724,000 0.01% of portfolio
8,008
Q4 2024 Added 6.84%
$1.09B
$819,000 0.01% of portfolio
33,675
Q4 2024 Reduced 39.66%
$18.5B
$526,000 0.01% of portfolio
6,230
Q4 2024 Reduced 2.14%
$26.2B
$614,000 0.01% of portfolio
3,127
Q4 2024 Reduced 22.08%
$23.7B
$829,000 0.01% of portfolio
7,891
Q4 2024 Reduced 15.49%
$17.5B
$531,000 0.01% of portfolio
3,696
Q4 2024 Added 9.35%
$28B
$545,000 0.01% of portfolio
6,743
Q4 2024 Added 13.12%
$50B
$1.03 Million 0.01% of portfolio
32,090
Q4 2024 Added 23.8%
$12.9B
$650,000 0.01% of portfolio
37,961
Q4 2024 Added 4.57%
$23.6B
$548,000 0.01% of portfolio
3,412
Q4 2024 Added 3.93%
$51.8B
$717,000 0.01% of portfolio
11,738
Q4 2024 Added 8.49%
$7.41B
$891,000 0.01% of portfolio
13,343
Q4 2024 Added 6.52%
$26.4B
$698,000 0.01% of portfolio
5,121
Q4 2024 Added 1.97%
$19.2B
$490,000 0.01% of portfolio
805
Q4 2024 Added 67.01%
$4.99B
$702,000 0.01% of portfolio
22,150
Q4 2024 Added 15.43%
$19.9B
$748,000 0.01% of portfolio
8,842
Q4 2024 Added 6.03%
$31.1B
$931,000 0.01% of portfolio
2,436
Q4 2024 Added 15.4%
$18.4B
$629,000 0.01% of portfolio
8,479
Q4 2024 Added 16.21%
$27.1B
$502,000 0.01% of portfolio
2,672
Q4 2024 Added 6.79%
$4.01B
$566,000 0.01% of portfolio
9,675
Q4 2024 Added 0.92%
$53.6B
$848,000 0.01% of portfolio
27,620
Q4 2024 Added 140.87%
$23.2B
$1.09 Million 0.01% of portfolio
629
Q4 2024 Added 6.25%
$21.8B
$600,000 0.01% of portfolio
10,466
Q4 2024 Reduced 7.95%
$2.96B
$792,000 0.01% of portfolio
2,737
Q4 2024 Added 45.66%

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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