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
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Page 16 of 60
Root, Inc.
ROOT|77664L207
Shares:
21259
Value:
$2.8B
46641Q332
46641Q332
Shares:
49451(+3.1%)
Value:
$2.8B(+2.4%)
33718M105
33718M105
Shares:
45000(+0.0%)
Value:
$2.8B(-8.8%)
Kayne Anderson BDC, Inc.
KBDC|48662X105
Shares:
172445(+79.3%)
Value:
$2.8B(+75.8%)
FNB CORP/PA/
FNB|302520101
Shares:
207285(+1665.3%)
Value:
$2.8B(+1506.5%)
922908553
VNQ|922908553
Shares:
30781(+54.4%)
Value:
$2.8B(+57.3%)
PRICE T ROWE GROUP INC
TROW|74144T108
Shares:
30000(+1014.8%)
Value:
$2.8B(+805.3%)
HESS CORP
HES|42809H107
Shares:
17118(+5.9%)
Value:
$2.7B(+27.2%)
Johnson Controls International plc
JCI|G51502105
Shares:
34129(+25.9%)
Value:
$2.7B(+27.7%)
921937835
BND|921937835
Shares:
36916(+549.4%)
Value:
$2.7B(+563.2%)
WEST PHARMACEUTICAL SERVICES INC
WST|955306105
Shares:
12047(+898.9%)
Value:
$2.7B(+582.7%)
Prologis, Inc.
PLD|74340W103
Shares:
24100(+77.8%)
Value:
$2.7B(+88.1%)
Verisk Analytics, Inc.
VRSK|92345Y106
Shares:
9000(+181.4%)
Value:
$2.7B(+204.1%)
DIAGEO PLC
DEO|25243Q205
Shares:
25306(+116.5%)
Value:
$2.7B(+78.5%)
KINDER MORGAN, INC.
KMI|49456B101
Shares:
91888(+31.2%)
Value:
$2.6B(+36.7%)
CAPITAL ONE FINANCIAL CORP
COF|14040H105
Shares:
14370(+46.1%)
Value:
$2.6B(+46.9%)
CHIPOTLE MEXICAN GRILL INC
CMG|169656105
Shares:
51301(+50.4%)
Value:
$2.6B(+25.3%)
464288679
464288679
Shares:
23308
Value:
$2.6B
TRUSTMARK CORP
TRMK|898402102
Shares:
74635(+0.0%)
Value:
$2.6B(-2.5%)
464287705
IJJ|464287705
Shares:
21475(+0.7%)
Value:
$2.6B(-3.5%)