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 17 of 60
808524409
808524409
Shares:
96660(+5.2%)
Value:
$2.6B(+7.3%)
464288802
464288802
Shares:
22319(+42.7%)
Value:
$2.6B(+34.8%)
TYLER TECHNOLOGIES INC
TYL|902252105
Shares:
4374(+284.7%)
Value:
$2.5B(+287.9%)
46429B267
46429B267
Shares:
110104(+116.9%)
Value:
$2.5B(+117.0%)
92206C714
92206C714
Shares:
30433(+2.6%)
Value:
$2.5B(+4.3%)
25434V732
25434V732
Shares:
94656
Value:
$2.5B
Bank of New York Mellon Corp
BK|064058100
Shares:
29849(+58.6%)
Value:
$2.5B(+73.2%)
Keysight Technologies, Inc.
KEYS|49338L103
Shares:
16629(+387.4%)
Value:
$2.5B(+354.4%)
MICRON TECHNOLOGY INC
MU|595112103
Shares:
28548(+1327.4%)
Value:
$2.5B(+1372.3%)
VALERO ENERGY CORP/TX
VLO|91913Y100
Shares:
18707(+6.6%)
Value:
$2.5B(+14.8%)
81369Y407
81369Y407
Shares:
12506(+17.7%)
Value:
$2.5B(+3.6%)
46428Q109
46428Q109
Shares:
79196(+224.0%)
Value:
$2.5B(+281.3%)
922042866
VPL|922042866
Shares:
33846(-2.5%)
Value:
$2.5B(-0.5%)
Arista Networks, Inc.
ANET|040413205
Shares:
31285(+942.8%)
Value:
$2.4B(+630.8%)
METLIFE INC
MET|59156R108
Shares:
30162(+47.7%)
Value:
$2.4B(+44.8%)
NOVO NORDISK A S
NVO|670100205
Shares:
34452(+101.2%)
Value:
$2.4B(+62.5%)
SAP SE
SAP|803054204
Shares:
8863(+45.6%)
Value:
$2.4B(+58.8%)
Trane Technologies plc
TT|G8994E103
Shares:
7043(+23.8%)
Value:
$2.4B(+12.9%)
LPL Financial Holdings Inc.
LPLA|50212V100
Shares:
7233(+454.7%)
Value:
$2.4B(+455.7%)
CONSTELLATION BRANDS, INC.
STZ|21036P108
Shares:
12678(+140.9%)
Value:
$2.3B(+100.1%)