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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$187B
$4.64 Million 0.05% of portfolio
38,376
Q4 2024 Reduced 8.4%
$93.6B
$4.52 Million 0.05% of portfolio
86,393
Q4 2024 Added 5.69%
$0
$5.15 Million 0.05% of portfolio
53,172
Q4 2024 Added 7.18%
$70.6B
$4.91 Million 0.05% of portfolio
21,649
Q4 2024 Added 3.98%
$126B
$4.42 Million 0.05% of portfolio
25,646
Q4 2024 Reduced 1.13%
$206B
$5.25 Million 0.05% of portfolio
47,168
Q4 2024 Added 3.72%
$49.5B
$4.98 Million 0.05% of portfolio
61,692
Q4 2024 Added 7.39%
$79.6B
$5.12 Million 0.05% of portfolio
20,201
Q4 2024 Added 1.71%
$202B
$5.17 Million 0.05% of portfolio
9,908
Q4 2024 Added 9.67%
$79.5B
$4.83 Million 0.05% of portfolio
80,808
Q4 2024 Added 9.61%
$149B
$5.26 Million 0.05% of portfolio
198,360
Q4 2024 Reduced 0.63%
$194B
$4.83 Million 0.05% of portfolio
31,426
Q4 2024 Added 17.26%
$0
$5.28 Million 0.05% of portfolio
61,660
Q4 2024 Added 389.33%
$206B
$4.64 Million 0.05% of portfolio
4,377
Q4 2024 Added 6.34%
$1.09T
$4.87 Million 0.05% of portfolio
24,637
Q4 2024 Added 10.45%
$145B
$4.98 Million 0.05% of portfolio
41,263
Q4 2024 Added 9.69%
$83.3B
$4.93 Million 0.05% of portfolio
39,106
Q4 2024 Added 18.78%
$0
$4.94 Million 0.05% of portfolio
84,880
Q4 2024 Reduced 44.35%
$0
$3.87 Million 0.04% of portfolio
177,018
Q4 2024 Added 5.84%
$63.6B
$4.09 Million 0.04% of portfolio
1,276
Q4 2024 Added 2.24%
$5.27B
$3.68 Million 0.04% of portfolio
275,185
Q4 2024 Added 6.1%
$188B
$4.34 Million 0.04% of portfolio
874
Q4 2024 Added 14.1%
$125B
$4.16 Million 0.04% of portfolio
73,542
Q4 2024 Added 17.63%
$158B
$3.43 Million 0.04% of portfolio
48,731
Q4 2024 Added 13.52%
$126B
$3.88 Million 0.04% of portfolio
39,113
Q4 2024 Added 9.46%
$76.8B
$3.64 Million 0.04% of portfolio
29,374
Q4 2024 Added 14.13%
$71B
$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%
$222B
$3.61 Million 0.04% of portfolio
21,652
Q4 2024 Added 6.38%
$31.3B
$3.97 Million 0.04% of portfolio
35,454
Q4 2024 Reduced 0.56%
$2.69B
$3.85 Million 0.04% of portfolio
253,913
Q4 2024 Added 7.52%
$170B
$4.12 Million 0.04% of portfolio
6,550
Q4 2024 Added 4.78%
$44.8B
$3.96 Million 0.04% of portfolio
79,967
Q4 2024 Added 11.29%
$0
$3.69 Million 0.04% of portfolio
28,615
Q4 2024 Added 2.15%
$0
$3.5 Million 0.04% of portfolio
39,550
Q4 2024 Added 11.69%
$0
$3.62 Million 0.04% of portfolio
25,988
Q4 2024 Added 5.8%
$33.9B
$3.89 Million 0.04% of portfolio
7,531
Q4 2024 Added 2.0%
$85.5B
$4.3 Million 0.04% of portfolio
7,538
Q4 2024 Added 10.38%
$38.6B
$3.71 Million 0.04% of portfolio
35,661
Q4 2024 Added 9.34%
$162B
$3.94 Million 0.04% of portfolio
52,070
Q4 2024 Added 27.34%
$170B
$3.76 Million 0.04% of portfolio
7,542
Q4 2024 Added 22.61%
$0
$3.92 Million 0.04% of portfolio
81,209
Q4 2024 Reduced 0.79%
$0
$3.97 Million 0.04% of portfolio
9,322
Q4 2024 Reduced 0.95%
$0
$3.68 Million 0.04% of portfolio
6,457
Q4 2024 Reduced 33.34%
$124B
$3.47 Million 0.04% of portfolio
38,081
Q4 2024 Reduced 0.91%
$119B
$3.53 Million 0.04% of portfolio
8,767
Q4 2024 Added 4.68%
$84.1B
$3.03 Million 0.03% of portfolio
23,489
Q4 2024 Added 13.17%
$50.5B
$3.31 Million 0.03% of portfolio
35,900
Q4 2024 Added 15.22%
$155B
$3.33 Million 0.03% of portfolio
20,457
Q4 2024 Added 7.8%

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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