Hb Wealth Management, LLC

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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

SEC FilingSEC DataHachi Filing

Manager:

1,197 positions • $11,094,074.664K total value

1,197 positions

Manager:

SEC FilingSEC DataHachi Filing

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Veralto Corp

VLTO|92338C103

45698(+1127.1%)

Value:

$4.5B(+1074.1%)

921946810

VIGI|921946810

52471(+1682.9%)

Value:

$4.4B(+1748.2%)

FASTENAL CO

FAST|311900104

54518(+367.0%)

Value:

$4.2B(+403.6%)

Cigna Group

CI|125523100

12750(+27.9%)

Value:

$4.2B(+52.3%)

VEEVA SYSTEMS INC

VEEV|922475108

18022(+941.1%)

Value:

$4.2B(+1047.0%)

46432F339

QUAL|46432F339

24408(+247.0%)

Value:

$4.2B(+233.0%)

RYAN SPECIALTY HOLDINGS, INC.

RYAN|78351F107

56167

Value:

$4.1B

SCHWAB CHARLES CORP

SCHW|808513105

52946(+16.2%)

Value:

$4.1B(+22.9%)

92204A504

VHT|92204A504

15567(+35.0%)

Value:

$4.1B(+40.9%)

ASML HOLDING NV

ASML|N07059210

6171(+1957.0%)

Value:

$4.1B(+1866.8%)

UNITED RENTALS, INC.

URI|911363109

6425(+123.3%)

Value:

$4.0B(+98.7%)

922042858

VWO|922042858

88760(+23.5%)

Value:

$4.0B(+26.9%)

WILLIAMS COMPANIES, INC.

WMB|969457100

66401(+50.8%)

Value:

$4.0B(+66.5%)

BOSTON SCIENTIFIC CORP

BSX|101137107

38759(+29.0%)

Value:

$3.9B(+45.7%)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

15827(+12.8%)

Value:

$3.9B(+29.6%)

UNILEVER PLC

UL|904767704

64379(+211.3%)

Value:

$3.8B(+227.0%)

GILEAD SCIENCES, INC.

GILD|375558103

33958(+28.6%)

Value:

$3.8B(+56.0%)

GOLUB CAPITAL BDC, Inc.

GBDC|38173M102

251150(-1.1%)

Value:

$3.8B(-1.2%)

Guidewire Software, Inc.

GWRE|40171V100

20167(+854.4%)

Value:

$3.8B(+960.7%)

Marathon Petroleum Corp

MPC|56585A102

25905(+13.1%)

Value:

$3.8B(+18.4%)

Instrument	Shares		Other Manager	Value
Veralto Corp(VLTOcusip92338C103)	45.7K	QoQ +1127.12% (+42.0K) YoY NEW(+45.7K)	All Managers (Combined)	$4.5M	QoQ +1074.08% (+$4.1M) YoY NEW(+$4.5M)
(VIGIcusip921946810)	52.5K	QoQ +1682.90% (+49.5K) YoY NEW(+52.5K)	All Managers (Combined)	$4.4M	QoQ +1748.22% (+$4.1M) YoY NEW(+$4.4M)
Fastenal Co(FASTcusip311900104)	54.5K	QoQ +367.00% (+42.8K) YoY +475.81% (+45.0K)	All Managers (Combined)	$4.2M	QoQ +403.61% (+$3.4M) YoY +478.84% (+$3.5M)
Cigna Group(CIcusip125523100)	12.8K	QoQ +27.87% (+2.8K) YoY +56.23% (+4.6K)	All Managers (Combined)	$4.2M	QoQ +52.33% (+$1.4M) YoY +41.51% (+$1.2M)
Veeva Systems Inc(VEEVcusip922475108)	18.0K	QoQ +941.13% (+16.3K) YoY +836.69% (+16.1K)	All Managers (Combined)	$4.2M	QoQ +1046.99% (+$3.8M) YoY +836.45% (+$3.7M)
(QUALcusip46432F339)	24.4K	QoQ +247.04% (+17.4K) YoY +249.33% (+17.4K)	All Managers (Combined)	$4.2M	QoQ +233.01% (+$2.9M) YoY +263.24% (+$3.0M)
Ryan Specialty Holdings, Inc.(RYANcusip78351F107)	56.2K	QoQ NEW(+56.2K) YoY NEW(+56.2K)	All Managers (Combined)	$4.1M	QoQ NEW(+$4.1M) YoY NEW(+$4.1M)
Schwab Charles Corp(SCHWcusip808513105)	52.9K	QoQ +16.22% (+7.4K) YoY +102.92% (+26.9K)	All Managers (Combined)	$4.1M	QoQ +22.92% (+$773.0K) YoY +119.57% (+$2.3M)
(VHTcusip92204A504)	15.6K	QoQ +35.02% (+4.0K) YoY +28.11% (+3.4K)	All Managers (Combined)	$4.1M	QoQ +40.89% (+$1.2M) YoY +25.37% (+$834.0K)
Asml Holding Nv(ASMLcusipN07059210)	6.2K	QoQ +1957.00% (+5.9K) YoY +231.41% (+4.3K)	All Managers (Combined)	$4.1M	QoQ +1866.79% (+$3.9M) YoY +126.32% (+$2.3M)
United Rentals, Inc.(URIcusip911363109)	6.4K	QoQ +123.32% (+3.5K) YoY +157.41% (+3.9K)	All Managers (Combined)	$4.0M	QoQ +98.67% (+$2.0M) YoY +123.71% (+$2.2M)
(VWOcusip922042858)	88.8K	QoQ +23.50% (+16.9K) YoY +61.75% (+33.9K)	All Managers (Combined)	$4.0M	QoQ +26.92% (+$852.3K) YoY +75.26% (+$1.7M)
Williams Companies, Inc.(WMBcusip969457100)	66.4K	QoQ +50.75% (+22.4K) YoY +114.78% (+35.5K)	All Managers (Combined)	$4.0M	QoQ +66.45% (+$1.6M) YoY +229.36% (+$2.8M)
Boston Scientific Corp(BSXcusip101137107)	38.8K	QoQ +29.04% (+8.7K) YoY +95.76% (+19.0K)	All Managers (Combined)	$3.9M	QoQ +45.73% (+$1.2M) YoY +188.34% (+$2.6M)
Marsh & Mclennan Companies, Inc.(MMCcusip571748102)	15.8K	QoQ +12.83% (+1.8K) YoY +72.78% (+6.7K)	All Managers (Combined)	$3.9M	QoQ +29.62% (+$882.9K) YoY +104.69% (+$2.0M)
Unilever Plc(ULcusip904767704)	64.4K	QoQ +211.34% (+43.7K) YoY +369.85% (+50.7K)	All Managers (Combined)	$3.8M	QoQ +226.98% (+$2.7M) YoY +457.47% (+$3.1M)
Gilead Sciences, Inc.(GILDcusip375558103)	34.0K	QoQ +28.57% (+7.5K) YoY +108.97% (+17.7K)	All Managers (Combined)	$3.8M	QoQ +55.97% (+$1.4M) YoY +219.66% (+$2.6M)
Golub Capital Bdc, Inc.(GBDCcusip38173M102)	251.2K	QoQ -1.08% (-2.8K) YoY +99.42% (+125.2K)	All Managers (Combined)	$3.8M	QoQ -1.21% (-$46.9K) YoY +81.56% (+$1.7M)
Guidewire Software, Inc.(GWREcusip40171V100)	20.2K	QoQ +854.42% (+18.1K) YoY NEW(+20.2K)	All Managers (Combined)	$3.8M	QoQ +960.74% (+$3.4M) YoY NEW(+$3.8M)
Marathon Petroleum Corp(MPCcusip56585A102)	25.9K	QoQ +13.08% (+3.0K) YoY +27.05% (-5.5K)	All Managers (Combined)	$3.8M	QoQ +18.35% (+$585.3K) YoY -8.13% (-$334.3K)