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
$294B
$3.09 Million 0.03% of portfolio
4,455
Q4 2024 Added 61.76%
$147B
$2.68 Million 0.03% of portfolio
30,036
Q4 2024 Added 5.91%
$44B
$2.95 Million 0.03% of portfolio
62,072
Q4 2024 Added 4.11%
$85.5B
$2.61 Million 0.03% of portfolio
7,624
Q4 2024 Added 17.44%
$162B
$2.94 Million 0.03% of portfolio
12,803
Q4 2024 Reduced 3.61%
$144B
$2.77 Million 0.03% of portfolio
6,533
Q4 2024 Reduced 9.07%
$63.2B
$2.99 Million 0.03% of portfolio
152,529
Q4 2024 Added 0.55%
$30.4B
$2.71 Million 0.03% of portfolio
64,073
Q4 2024 Reduced 16.57%
$0
$3.07 Million 0.03% of portfolio
45,000
Q2 2024 Added 28.57%
$35.7B
$2.84 Million 0.03% of portfolio
44,479
Q4 2024 Added 2.21%
$122B
$2.44 Million 0.03% of portfolio
26,411
Q4 2024 Added 46.69%
$79.8B
$2.84 Million 0.03% of portfolio
141,550
Q4 2024 Added 0.33%
$0
$2.7 Million 0.03% of portfolio
64,505
Q4 2024 Added 0.03%
$0
$2.66 Million 0.03% of portfolio
21,326
Q4 2024 Added 6.82%
$0
$2.47 Million 0.03% of portfolio
20,991
Q4 2024 Added 0.21%
$0
$2.76 Million 0.03% of portfolio
47,942
Q4 2024 Reduced 1.83%
$72.7B
$3.2 Million 0.03% of portfolio
22,907
Q4 2024 Added 8.9%
$108B
$2.98 Million 0.03% of portfolio
14,027
Q4 2024 Added 10.99%
$78.3B
$2.95 Million 0.03% of portfolio
6,374
Q4 2024 Added 12.56%
$96.9B
$3.18 Million 0.03% of portfolio
42,083
Q4 2024 Reduced 41.84%
$75B
$2.75 Million 0.03% of portfolio
5,869
Q4 2024 Reduced 0.95%
$20.7B
$3.22 Million 0.03% of portfolio
18,238
Q4 2024 Reduced 0.27%
$43.4B
$3.1 Million 0.03% of portfolio
30,871
Q4 2024 Added 5.35%
$81.3B
$2.48 Million 0.03% of portfolio
2,095
Q4 2024 Added 14.86%
$90.8B
$3.16 Million 0.03% of portfolio
4,962
Q4 2024 Added 26.0%
$56.7B
$2.57 Million 0.03% of portfolio
22,539
Q4 2024 Added 14.0%
$68.5B
$2.93 Million 0.03% of portfolio
14,560
Q4 2024 Added 2.17%
$150B
$3.37 Million 0.03% of portfolio
45,556
Q4 2024 Reduced 3.37%
$0
$3.38 Million 0.03% of portfolio
148,694
Q4 2024 Added 1,976.73%
$0
$2.74 Million 0.03% of portfolio
19,883
Q4 2024 Reduced 3.77%
$148B
$3.41 Million 0.03% of portfolio
9,476
Q4 2024 Added 2.39%
$2.41B
$2.55 Million 0.03% of portfolio
63,667
Q1 2024 Added 43.19%
$89.8B
$2.75 Million 0.03% of portfolio
9,971
Q4 2024 Reduced 3.32%
$290B
$2.46 Million 0.03% of portfolio
11,127
Q4 2024 Added 1.91%
$57.5B
$3.27 Million 0.03% of portfolio
13,563
Q4 2024 Added 14.6%
$2.3B
$2.64 Million 0.03% of portfolio
74,634
Q4 2024 Added 0.71%
$0
$2.47 Million 0.03% of portfolio
34,711
Q4 2024 Reduced 4.05%
$0
$3.16 Million 0.03% of portfolio
71,866
Q4 2024 Added 33.72%
$0
$2.92 Million 0.03% of portfolio
11,529
Q4 2024 Reduced 0.7%
$25.3B
$2.55 Million 0.03% of portfolio
240,550
Q4 2024 Added 5.32%
$10.7B
$1.47 Million 0.02% of portfolio
5,015
Q4 2024 Added 6.43%
$52B
$1.58 Million 0.02% of portfolio
8,186
Q4 2024 Reduced 17.76%
$58B
$1.51 Million 0.02% of portfolio
2,835
Q4 2024 Reduced 6.56%
$42.1B
$1.95 Million 0.02% of portfolio
28,135
Q4 2024 Added 19.48%
$109B
$2.31 Million 0.02% of portfolio
10,875
Q4 2024 Added 11.39%
$76.7B
$1.91 Million 0.02% of portfolio
5,313
Q4 2024 Added 1.28%
$28.1B
$1.79 Million 0.02% of portfolio
35,359
Q4 2024 Added 2.22%
$219B
$2.11 Million 0.02% of portfolio
32,173
Q4 2024 Reduced 0.28%
$105B
$2.39 Million 0.02% of portfolio
13,507
Q4 2024 Added 39.13%

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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