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
$61.2B
$1.52 Million 0.02% of portfolio
2,129
Q4 2024 Added 8.18%
$18B
$2.15 Million 0.02% of portfolio
91,279
Q4 2024 Reduced 5.57%
$60B
$1.72 Million 0.02% of portfolio
3,303
Q4 2024 Reduced 2.51%
$48.9B
$1.74 Million 0.02% of portfolio
7,552
Q4 2024 Added 2.41%
$304B
$1.5 Million 0.02% of portfolio
6,086
Q4 2024 Reduced 1.28%
$0
$2.39 Million 0.02% of portfolio
91,852
Q4 2024 Added 107.59%
$6.48B
$1.96 Million 0.02% of portfolio
17,509
Q4 2024 Added 4.03%
$0
$2.38 Million 0.02% of portfolio
10,625
Q4 2024 Reduced 2.33%
$0
$2.29 Million 0.02% of portfolio
17,413
Q4 2024 Reduced 2.36%
$21.9B
$1.65 Million 0.02% of portfolio
18,787
Q4 2024 Added 24.11%
$3.75B
$1.62 Million 0.02% of portfolio
19,112
Q4 2024 Added 5.89%
$224B
$2.14 Million 0.02% of portfolio
34,130
Q4 2024 Reduced 5.52%
$0
$1.69 Million 0.02% of portfolio
79,163
Q4 2024 Added 8.35%
$6.27B
$1.61 Million 0.02% of portfolio
16,163
Q4 2024 Added 2.43%
$64.5B
$1.54 Million 0.02% of portfolio
3,172
Q4 2024 Added 2.03%
$36.4B
$1.48 Million 0.02% of portfolio
19,298
Q4 2024 Added 4.46%
$145B
$2.17 Million 0.02% of portfolio
36,049
Q4 2024 Reduced 1.06%
$41.4B
$2.03 Million 0.02% of portfolio
2,877
Q4 2024 Reduced 2.18%
$5.46B
$2.42 Million 0.02% of portfolio
107,788
Q4 2024 Added 0.38%
$42.5B
$2.15 Million 0.02% of portfolio
17,552
Q4 2024 Added 10.26%
$0
$2.4 Million 0.02% of portfolio
9,925
Q4 2024 Reduced 1.88%
$0
$1.78 Million 0.02% of portfolio
19,934
Q4 2024 Reduced 6.23%
$0
$1.77 Million 0.02% of portfolio
15,075
Q4 2024 Reduced 0.15%
$0
$2.41 Million 0.02% of portfolio
29,665
Q4 2024 Added 0.18%
$0
$1.74 Million 0.02% of portfolio
11,224
Q4 2024 Added 0.08%
$69.9B
$2.38 Million 0.02% of portfolio
44,045
Q4 2024 Added 18.27%
$46.7B
$1.95 Million 0.02% of portfolio
7,566
Q4 2024 Added 5.0%
$41.5B
$1.52 Million 0.02% of portfolio
11,331
Q4 2024 Added 4.23%
$70.6B
$2.21 Million 0.02% of portfolio
13,565
Q4 2024 Added 15.96%
$13.2B
$505,000 0.01% of portfolio
4,732
Q4 2024 Added 41.13%
$9.38B
$683,000 0.01% of portfolio
11,219
Q4 2024 Added 0.88%
$31.1B
$1.08 Million 0.01% of portfolio
8,045
Q4 2024 Reduced 1.6%
$1.73B
$708,000 0.01% of portfolio
5,381
Q4 2024 Reduced 8.16%
$45.2B
$782,000 0.01% of portfolio
5,955
Q4 2024 Added 13.19%
$44.4B
$755,000 0.01% of portfolio
8,894
Q4 2024 Added 260.67%
$8.61B
$515,000 0.01% of portfolio
4,772
Q4 2024 Added 5.34%
$14.2B
$644,000 0.01% of portfolio
68,466
Q4 2024 Added 41.02%
$0
$1.23 Million 0.01% of portfolio
20,977
Q4 2024 Added 1.83%
$62B
$1.22 Million 0.01% of portfolio
16,730
Q4 2024 Added 26.36%
$37B
$955,000 0.01% of portfolio
5,300
Q4 2024 Reduced 4.78%
$26.3B
$593,000 0.01% of portfolio
1,758
Q4 2024 Reduced 5.08%
$75.3B
$1.21 Million 0.01% of portfolio
7,298
Q4 2024 Added 59.03%
$68.9B
$770,000 0.01% of portfolio
2,380
Q4 2024 Added 31.56%
$34.3B
$754,000 0.01% of portfolio
8,172
Q4 2024 Added 3.34%
$0
$496,000 0.01% of portfolio
8,742
Q4 2024 Added 1.17%
$53.1B
$1.24 Million 0.01% of portfolio
5,064
Q4 2024 Reduced 3.19%
$14B
$739,000 0.01% of portfolio
3,951
Q4 2024 Added 1.96%
$40.9B
$856,000 0.01% of portfolio
1,441
Q4 2024 Added 4.95%
$37.9B
$1.11 Million 0.01% of portfolio
26,969
Q4 2024 Added 6.26%

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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