Hb Wealth Management, LLC

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-05-07
Total Holdings
1,197
Total Value
11094074664
Accession Number
0001172661-25-001594
Form Type
13F-HR
CIK
0001911253
Manager Name
Hb Wealth Management, LLC
Data Enrichment
80% identified
962 identified235 unidentified

Holdings

1,197 positions
Manager:
SEC
Search and click to pin securities to the top
Page 12 of 60
25434V625
25434V625
Shares:
81911
Value:
$5.0B
CBRE GROUP, INC.
CBRE|12504L109
Shares:
38269(+556.9%)
Value:
$5.0B(+554.4%)
CONOCOPHILLIPS
COP|20825C104
Shares:
47249(+20.8%)
Value:
$5.0B(+27.9%)
46137V282
46137V282
Shares:
144113(+808.8%)
Value:
$4.9B(+730.6%)
ENTERPRISE PRODUCTS PARTNERS L.P.
EPD|293792107
Shares:
142914(+24.8%)
Value:
$4.9B(+35.9%)
3M CO
MMM|88579Y101
Shares:
33008(+40.5%)
Value:
$4.8B(+59.9%)
81369Y605
81369Y605
Shares:
97220(+19.7%)
Value:
$4.8B(+23.4%)
Motorola Solutions, Inc.
MSI|620076307
Shares:
10843(+70.1%)
Value:
$4.7B(+61.1%)
UNITED PARCEL SERVICE INC
UPS|911312106
Shares:
43075(+10.1%)
Value:
$4.7B(-3.9%)
PACCAR INC
PCAR|693718108
Shares:
48347(+35.6%)
Value:
$4.7B(+26.9%)
TRAVELERS COMPANIES, INC.
TRV|89417E109
Shares:
17608(+29.8%)
Value:
$4.7B(+42.5%)
EQUIFAX INC
EFX|294429105
Shares:
19000(-13.5%)
Value:
$4.6B(-17.3%)
CADENCE DESIGN SYSTEMS INC
CDNS|127387108
Shares:
18175(+300.3%)
Value:
$4.6B(+238.9%)
KLA CORP
KLAC|482480100
Shares:
6773(+41.4%)
Value:
$4.6B(+52.5%)
MARTIN MARIETTA MATERIALS INC
MLM|573284106
Shares:
9623(+27.8%)
Value:
$4.6B(+18.3%)
INTEL CORP
INTC|458140100
Shares:
202464(+13397.6%)
Value:
$4.6B(+15209.2%)
STARBUCKS CORP
SBUX|855244109
Shares:
46580(+22.3%)
Value:
$4.6B(+31.5%)
AMPHENOL CORP /DE/
APH|032095101
Shares:
69241(+146.1%)
Value:
$4.5B(+132.4%)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
DIA|78467X109
Shares:
10729(+15.1%)
Value:
$4.5B(+13.6%)
45782C540
45782C540
Shares:
118907(+0.4%)
Value:
$4.5B(-1.7%)