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 2 of 60
808524201
SCHX|808524201
Shares:
3083284(+2.6%)
Value:
$68.1B(-2.3%)
VISA INC.
V|92826C839
Shares:
192947(+101.4%)
Value:
$67.6B(+123.3%)
41653L305
41653L305
Shares:
1951956
Value:
$66.1B
025072877
025072877
Shares:
751803
Value:
$65.5B
025072604
AVEM|025072604
Shares:
1088701(+5090.0%)
Value:
$65.5B(+5211.8%)
25434V104
25434V104
Shares:
1700889(+14.5%)
Value:
$65.4B(+8.7%)
Alphabet Inc.
GOOGL|02079K305
Shares:
386802(+55.2%)
Value:
$59.8B(+26.8%)
922042775
VEU|922042775
Shares:
973811(-1.5%)
Value:
$59.1B(+4.1%)
381430206
381430206
Shares:
1780214
Value:
$59.1B
464287804
IJR|464287804
Shares:
532063(+226.7%)
Value:
$55.6B(+196.5%)
Alphabet Inc.
GOOG|02079K107
Shares:
346371(+17218.5%)
Value:
$54.1B(+14100.7%)
JPMORGAN CHASE & CO
JPM|46625H100
Shares:
219144(+28.0%)
Value:
$53.8B(+31.0%)
46641Q274
46641Q274
Shares:
1119948
Value:
$52.9B
ELI LILLY & Co
LLY|532457108
Shares:
55295(+26.3%)
Value:
$45.7B(+35.1%)
PROCTER & GAMBLE Co
PG|742718109
Shares:
267664(+23.6%)
Value:
$45.6B(+25.6%)
JOHNSON & JOHNSON
JNJ|478160104
Shares:
273134(+31.6%)
Value:
$45.3B(+51.0%)
Meta Platforms, Inc.
META|30303M102
Shares:
74549(+23.5%)
Value:
$43.0B(+21.5%)
808524797
SCHD|808524797
Shares:
1524103(+6.0%)
Value:
$42.6B(+8.5%)
Accenture plc
ACN|G1151C101
Shares:
133414(+6.9%)
Value:
$41.6B(-5.2%)
COCA COLA CO
KO|191216100
Shares:
573832(+11.4%)
Value:
$41.1B(+28.1%)