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 20 of 60
47103U746
Shares:
34991
Value:
$1.8B
46641Q134
Shares:
28164
Value:
$1.8B
03073E105
Shares:
6346(+26.4%)
Value:
$1.8B(+56.5%)
47103U845
Shares:
34346
Value:
$1.7B
64135A705
Shares:
67728(-19.3%)
Value:
$1.7B(-21.7%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
23.1K | All Managers (Combined) | $1.9M | |||
Welltower Inc.(WELLcusip95040Q104) | 12.3K | All Managers (Combined) | $1.9M | ||
13.2K | QoQ +2.85% (+368)YoY NEW(+13.2K) | All Managers (Combined) | $1.9M | YoY NEW(+$1.9M) | |
19.9K | All Managers (Combined) | $1.9M | |||
33.2K | All Managers (Combined) | $1.8M | |||
33.3K | All Managers (Combined) | $1.8M | |||
(cusip47103U746)✕ | 35.0K | QoQ NEW(+35.0K) YoY NEW(+35.0K) | All Managers (Combined) | $1.8M | QoQ NEW(+$1.8M) YoY NEW(+$1.8M) |
58.0K | All Managers (Combined) | $1.8M | |||
(cusip46641Q134)✕ | 28.2K | QoQ NEW(+28.2K) YoY NEW(+28.2K) | All Managers (Combined) | $1.8M | QoQ NEW(+$1.8M) YoY NEW(+$1.8M) |
Baker Hughes Co(BKRcusip05722G100) | 40.8K | All Managers (Combined) | $1.8M | ||
General Motors Co(GMcusip37045V100) | 38.1K | All Managers (Combined) | $1.8M | ||
79.6K | All Managers (Combined) | $1.8M | |||
Autodesk, Inc.(ADSKcusip052769106) | 6.8K | All Managers (Combined) | $1.8M | ||
115.1K | All Managers (Combined) | $1.8M | |||
64.0K | All Managers (Combined) | $1.8M | |||
32.7K | All Managers (Combined) | $1.8M | |||
(cusip03073E105)✕ | 6.3K | All Managers (Combined) | $1.8M | ||
(cusip47103U845)✕ | 34.3K | QoQ NEW(+34.3K) | All Managers (Combined) | $1.7M | QoQ NEW(+$1.7M) |
8.5K | All Managers (Combined) | $1.7M | |||
(cusip64135A705)✕ | 67.7K | YoY NEW(+67.7K) | All Managers (Combined) | $1.7M | YoY NEW(+$1.7M) |