Hb Wealth Management, LLC ETFs

Hb Wealth Management, LLC

$9.75 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
MDYG Spdr S&P 400 Mid Cap Growth Et	$0	$312,000 0.0% of portfolio	3,597	Q1 2024 Reduced 1.02%
EUFN Ishares Msci Europe Financials	$0	$309,000 0.0% of portfolio	13,292	Q1 2024 New
FNDA Schwab Fundamental U S Small C	$0	$309,000 0.0% of portfolio	10,428	Q4 2024 Added 77.77%
SOXL Direxion Daily Semiconductor B	$0	$307,000 0.0% of portfolio	11,249	Q2 2024 New
IUSB Ishares Core Total Usd Bond Ma	$0	$297,000 0.0% of portfolio	6,578	Q4 2024 Added 0.12%
USO United States Oil Fund, LP	$5.4B	$297,000 0.0% of portfolio	3,934	Q4 2024 New
AMLP Alps ETF Tr Alerian Mlp ETF	$0	$295,000 0.0% of portfolio	6,142	Q4 2024 Reduced 19.02%
QTEC First Trust Nasdaq 100 Technol	$0	$287,000 0.0% of portfolio	1,527	Q4 2024 Added 39.2%
FVD First Tr Value Line Divid Inde	$0	$284,000 0.0% of portfolio	6,525	Q4 2024 Added 0.26%
NULG Nuveen Esg Large Cap Growth Et	$0	$284,000 0.0% of portfolio	3,312	Q4 2024 Reduced 1.69%
AOA Ishares Tr Core Aggressive All	$0	$281,000 0.0% of portfolio	3,676	Q4 2024 Reduced 9.59%
HDEF Xtrackers Msci Eafe High Div Y	$0	$275,000 0.0% of portfolio	11,345	Q1 2023 Reduced 5.19%
NANR Spdr Index Shs Fds S&P North A	$0	$274,000 0.0% of portfolio	5,370	Q4 2024 Added 21.3%
SCZ Ishares Tr Msci Eafe Small Cap	$0	$273,000 0.0% of portfolio	4,504	Q4 2024 Added 14.61%
IYH Ishares Tr	$0	$272,000 0.0% of portfolio	4,685	Q2 2024 Reduced 32.1%
SPLG Spdr Portfolio S&P 500 ETF (Ma	$0	$263,000 0.0% of portfolio	3,825	Q4 2024 New
IOO Ishares Tr Global 100 ETF	$0	$262,000 0.0% of portfolio	2,608	Q4 2024 New
SPMD Spdr Portfolio	$0	$260,000 0.0% of portfolio	4,757	Q1 2024 Reduced 27.72%
IEF Ishares Barclays	$0	$259,000 0.0% of portfolio	2,805	Q4 2024 New
CMF Ishares California Muni Bond E	$0	$257,000 0.0% of portfolio	4,491	Q4 2024 Added 24.23%
IBMO Ishares Tr Ibonds December 202	$0	$257,000 0.0% of portfolio	10,131	Q4 2021 New
IJS Ishares S&P Smallcap 600 Value	$0	$252,000 0.0% of portfolio	2,329	Q4 2024 New
SCHR Schwab Intermediate Term Us Tr	$0	$249,000 0.0% of portfolio	10,268	Q4 2024 Added 23.27%
HMOP Hartford Fds Exchange Traded T	$0	$246,000 0.0% of portfolio	6,380	Q4 2024 Added 11.23%
SPIP Spdr Ser Tr Spdr Portfolio Tip	$0	$241,000 0.0% of portfolio	9,556	Q1 2024 Reduced 16.51%
VCSH Vanguard Sht Term Corp Bd ETF	$0	$239,000 0.0% of portfolio	3,076	Q4 2024 Reduced 14.56%
SLYV Spdr S&P 600 Small Cap Value E	$0	$235,000 0.0% of portfolio	2,701	Q4 2024 Added 9.93%
VIGI Vanguard Whitehall Fds Intl Di	$0	$235,000 0.0% of portfolio	2,943	Q4 2024 Added 23.81%
DFAI Dimensional ETF Tr	$0	$231,000 0.0% of portfolio	7,925	Q4 2024 Reduced 4.74%
PHB Invesco Fd Tr Ii Fundamental H	$0	$230,000 0.0% of portfolio	12,754	Q4 2024 Added 0.14%
VCIT Vanguard Intermediate Term Cor	$0	$230,000 0.0% of portfolio	2,866	Q4 2024 Reduced 9.9%
IWY Ishares Tr Russell 200 Growth	$0	$229,000 0.0% of portfolio	975	Q4 2024 New
INTF Ishares Tr	$0	$228,000 0.0% of portfolio	7,961	Q2 2024 Reduced 23.16%
ICSH Blackrock Ultra Short Term Bon	$0	$228,000 0.0% of portfolio	4,524	Q4 2024 Reduced 44.96%
FNDF Schwab Fundamental Intl Large	$0	$228,000 0.0% of portfolio	6,871	Q4 2024 Added 25.25%
SLYG Spdr S&P 600 Small Cap Growth	$0	$225,000 0.0% of portfolio	2,496	Q4 2024 Added 7.22%
TQQQ Proshares Ultrapro Qqq	$0	$221,000 0.0% of portfolio	2,800	Q3 2024 Reduced 0.88%
EMB Ishares Tr	$0	$220,000 0.0% of portfolio	2,478	Q4 2024 Reduced 4.47%
IETC Ishares U S ETF Tr	$0	$213,000 0.0% of portfolio	2,500	Q4 2024 New
HEDJ Wisdomtree Europe Hedged Equit	$0	$211,000 0.0% of portfolio	4,849	Q1 2024 Reduced 46.22%
FXU First Tr Exchange Traded Fd Ut	$0	$208,000 0.0% of portfolio	5,500	Q3 2024 New
CGGO Capital Group Global Growth Eq	$0	$205,000 0.0% of portfolio	7,050	Q4 2024 New
IGOV Ishares 1 3 International Trea	$0	$205,000 0.0% of portfolio	5,353	Q4 2023 New
PAVE Global X Fds Us Infrastructure	$0	$202,000 0.0% of portfolio	5,023	Q4 2024 Reduced 0.18%
ICLN Ishares	$0	$114,000 0.0% of portfolio	10,072	Q4 2024 Reduced 26.65%
AZBO Aim ETF Prods Tr Allianzim Us	$0	$0 0.0% of portfolio	9,908	Q1 2023 Reduced 9.31%
RYT Invesco S&P 500 Equal Weight T	$0	$0 0.0% of portfolio	15,858	Q4 2024 Reduced 0.09%

Track This Portfolio

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.