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
$149B
$823,000 0.01% of portfolio
70,173
Q4 2024 New
$25.9B
$612,000 0.01% of portfolio
11,654
Q4 2024 Added 29.16%
$52.3B
$1.22 Million 0.01% of portfolio
25,435
Q4 2024 Added 2.84%
$49B
$826,000 0.01% of portfolio
1,377
Q4 2024 Added 6.91%
$39.7B
$705,000 0.01% of portfolio
9,120
Q4 2024 Reduced 8.01%
$33.1B
$538,000 0.01% of portfolio
14,471
Q4 2024 Added 4.88%
$211B
$656,000 0.01% of portfolio
6,744
Q4 2024 Added 8.6%
$25.9B
$501,000 0.01% of portfolio
5,560
Q4 2024 Reduced 5.01%
$56.7B
$735,000 0.01% of portfolio
3,537
Q4 2024 Added 9.34%
$46.8B
$1.12 Million 0.01% of portfolio
22,660
Q4 2024 Added 30.45%
$32.7B
$574,000 0.01% of portfolio
28,456
Q4 2024 Added 4.35%
$28.9B
$1.02 Million 0.01% of portfolio
8,554
Q4 2024 Added 6.74%
$24B
$531,000 0.01% of portfolio
16,374
Q4 2024 Added 119.64%
$11B
$556,000 0.01% of portfolio
2,050
Q4 2024 Added 20.59%
$2.16B
$683,000 0.01% of portfolio
16,176
Q4 2024 Added 4.06%
$106B
$1.43 Million 0.01% of portfolio
13,550
Q4 2024 Added 7.68%
$51B
$830,000 0.01% of portfolio
2,773
Q4 2024 Reduced 4.81%
$44B
$1.03 Million 0.01% of portfolio
12,235
Q4 2024 Added 53.73%
$21.6B
$542,000 0.01% of portfolio
8,829
Q4 2024 Added 29.69%
$51.1B
$1.05 Million 0.01% of portfolio
3,323
Q4 2024 Added 0.94%
$15.6B
$1.13 Million 0.01% of portfolio
8,278
Q4 2024 Reduced 4.49%
$33.3B
$858,000 0.01% of portfolio
16,083
Q4 2024 Added 54.91%
$15B
$699,000 0.01% of portfolio
3,274
Q4 2024 Added 54.58%
$11.2B
$1.2 Million 0.01% of portfolio
4,811
Q4 2024 Added 14.47%
$2.04B
$1.04 Million 0.01% of portfolio
29,001
Q4 2024 Added 5.55%
$36.5B
$702,000 0.01% of portfolio
3,074
Q4 2024 Added 0.85%
$11.2B
$841,000 0.01% of portfolio
63,274
Q4 2024 Added 174.89%
$41.9B
$723,000 0.01% of portfolio
19,413
Q4 2024 Added 41.79%
$33.4B
$1.27 Million 0.01% of portfolio
4,428
Q4 2024 Added 9.77%
$23.9B
$810,000 0.01% of portfolio
17,479
Q4 2024 Reduced 0.46%
$52B
$887,000 0.01% of portfolio
5,866
Q4 2024 Added 20.2%
$168B
$619,000 0.01% of portfolio
5,144
Q4 2024 Added 47.39%
$129B
$747,000 0.01% of portfolio
15,496
Q4 2024 Added 151.8%
$59B
$1.2 Million 0.01% of portfolio
31,212
Q4 2024 Added 24.28%
$127B
$1.26 Million 0.01% of portfolio
11,827
Q4 2024 Added 27.75%
$56.6B
$1.01 Million 0.01% of portfolio
5,851
Q4 2024 Added 13.99%
$95.3B
$769,000 0.01% of portfolio
1,721
Q4 2024 Added 49.39%
$35.7B
$537,000 0.01% of portfolio
5,481
Q4 2024 Added 7.89%
$15.5B
$637,000 0.01% of portfolio
5,183
Q4 2024 Added 4.16%
$8.02B
$714,000 0.01% of portfolio
13,955
Q4 2024 Reduced 12.61%
$31.3B
$649,000 0.01% of portfolio
3,531
Q4 2024 Added 26.38%
$47.9B
$1.3 Million 0.01% of portfolio
7,290
Q4 2024 Added 23.81%
$10.9B
$1.28 Million 0.01% of portfolio
1,153
Q4 2024 Added 7.06%
$53.6B
$1.06 Million 0.01% of portfolio
9,040
Q4 2024 Added 12.58%
$173B
$1.06 Million 0.01% of portfolio
15,481
Q4 2024 Added 50.86%
$6.38B
$633,000 0.01% of portfolio
11,936
Q4 2024 Added 458.02%
$73.4B
$926,000 0.01% of portfolio
731
Q4 2024 Added 7.98%
$1.97B
$508,000 0.01% of portfolio
8,149
Q4 2024 Added 49.25%
$266M
$687,000 0.01% of portfolio
89,580
Q2 2024 Added 198.55%

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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