Hb Wealth Management, LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified962 identified235 unidentified
Holdings
1,197 positions
Manager:
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Page 19 of 60
46138J825
Shares:
99532(+86.1%)
Value:
$2.1B(+86.4%)
46438F101
Shares:
43047(+70.4%)
Value:
$2.0B(+50.3%)
464288570
Shares:
19226(+0.0%)
Value:
$2.0B(-7.1%)
92189F676
Shares:
9221(-7.1%)
Value:
$2.0B(-19.0%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Yum Brands Inc(YUMcusip988498101) | 13.2K | All Managers (Combined) | $2.1M | ||
9.9K | All Managers (Combined) | $2.1M | |||
(cusip46138J825)✕ | 99.5K | All Managers (Combined) | $2.1M | ||
30.1K | YoY NEW(+30.1K) | All Managers (Combined) | $2.1M | YoY NEW(+$2.1M) | |
Cme Group Inc.(CMEcusip12572Q105) | 7.7K | All Managers (Combined) | $2.1M | ||
10.2K | All Managers (Combined) | $2.0M | |||
(cusip46438F101)✕ | 43.0K | YoY NEW(+43.0K) | All Managers (Combined) | $2.0M | YoY NEW(+$2.0M) |
Allstate Corp(ALLcusip020002101) | 9.7K | All Managers (Combined) | $2.0M | ||
10.6K | All Managers (Combined) | $2.0M | |||
17.7K | QoQ +1.36% (+239)YoY +5.83% (-978) | All Managers (Combined) | $2.0M | ||
69.3K | QoQ NEW(+69.3K) YoY NEW(+69.3K) | All Managers (Combined) | $2.0M | QoQ NEW(+$2.0M) YoY NEW(+$2.0M) | |
(cusip464288570)✕ | 19.2K | All Managers (Combined) | $2.0M | ||
9.9K | All Managers (Combined) | $2.0M | |||
(cusip92189F676)✕ | 9.2K | QoQ -7.09% (-704)YoY +5.60% (-489) | All Managers (Combined) | $2.0M | |
8.5K | All Managers (Combined) | $1.9M | |||
Cummins Inc(CMIcusip231021106) | 6.2K | All Managers (Combined) | $1.9M | ||
Workday, Inc.(WDAYcusip98138H101) | 8.3K | All Managers (Combined) | $1.9M | ||
1.4K | All Managers (Combined) | $1.9M | |||
18.0K | YoY NEW(+18.0K) | All Managers (Combined) | $1.9M | YoY NEW(+$1.9M) | |
11.1K | All Managers (Combined) | $1.9M |