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 18 of 60
464287721
464287721
Shares:
16541(+11.7%)
Value:
$2.3B(-1.6%)
CARRIER GLOBAL Corp
CARR|14448C104
Shares:
36438(+13.9%)
Value:
$2.3B(+5.8%)
Kinsale Capital Group, Inc.
KNSL|49714P108
Shares:
4661(+779.4%)
Value:
$2.3B(+820.2%)
AMERICAN INTERNATIONAL GROUP, INC.
AIG|026874784
Shares:
26021(+55.5%)
Value:
$2.3B(+85.7%)
CVS HEALTH Corp
CVS|126650100
Shares:
32893(+64.2%)
Value:
$2.2B(+147.8%)
AMERIPRISE FINANCIAL INC
AMP|03076C106
Shares:
4601(+62.3%)
Value:
$2.2B(+47.6%)
Unity Software Inc.
U|91332U101
Shares:
111563(+3.5%)
Value:
$2.2B(-9.8%)
GENERAL MILLS INC
GIS|370334104
Shares:
36397(-18.2%)
Value:
$2.2B(-23.3%)
MID AMERICA APARTMENT COMMUNITIES INC.
MAA|59522J103
Shares:
12867(+4.4%)
Value:
$2.2B(+13.2%)
ZIMMER BIOMET HOLDINGS, INC.
ZBH|98956P102
Shares:
19028(+342.3%)
Value:
$2.2B(+373.8%)
MANHATTAN ASSOCIATES INC
MANH|562750109
Shares:
12430(+967.9%)
Value:
$2.2B(+583.8%)
REGIONS FINANCIAL CORP
RF|7591EP100
Shares:
98422(+7.8%)
Value:
$2.1B(-0.4%)
464287655
IWM|464287655
Shares:
10700(-73.5%)
Value:
$2.1B(-76.1%)
HCA Healthcare, Inc.
HCA|40412C101
Shares:
6123(+55.8%)
Value:
$2.1B(+79.4%)
DOMINION ENERGY, INC
D|25746U109
Shares:
37659(+4.6%)
Value:
$2.1B(+8.9%)
PAYCHEX INC
PAYX|704326107
Shares:
13659(+19.6%)
Value:
$2.1B(+31.6%)
464287887
IJT|464287887
Shares:
16922(+1.8%)
Value:
$2.1B(-6.4%)
EOG RESOURCES INC
EOG|26875P101
Shares:
16390(+11.3%)
Value:
$2.1B(+16.4%)
CMS ENERGY CORP
CMS|125896100
Shares:
27919(+20.1%)
Value:
$2.1B(+35.3%)
Otis Worldwide Corp
OTIS|68902V107
Shares:
20315(+25.3%)
Value:
$2.1B(+39.7%)