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 21 of 60
CINTAS CORP
CTAS|172908105
Shares:
8292(+21.9%)
Value:
$1.7B(+37.2%)
33734X846
33734X846
Shares:
26903(+91.9%)
Value:
$1.7B(+90.5%)
92204A884
92204A884
Shares:
11359(+1.2%)
Value:
$1.7B(-3.1%)
SYSCO CORP
SYY|871829107
Shares:
22392(+16.0%)
Value:
$1.7B(+13.9%)
BROWN & BROWN, INC.
BRO|115236101
Shares:
13463(+118.8%)
Value:
$1.7B(+166.8%)
FIRST CITIZENS BANCSHARES INC /DE/
FCNCA|31946M103
Shares:
903(+353.8%)
Value:
$1.7B(+298.2%)
HORTON D R INC /DE/
DHI|23331A109
Shares:
13144(+26.1%)
Value:
$1.7B(+14.6%)
Atlassian Corp
TEAM|049468101
Shares:
7850(+422.6%)
Value:
$1.7B(+355.7%)
Green Brick Partners, Inc.
GRBK|392709101
Shares:
28384(+0.3%)
Value:
$1.7B(+3.5%)
ENTERGY CORP /DE/
ETR|29364G103
Shares:
19339(+72.7%)
Value:
$1.7B(+94.7%)
EXELON CORP
EXC|30161N101
Shares:
35534(+46.1%)
Value:
$1.6B(+78.8%)
Kayne Anderson Energy Infrastructure Fund, Inc.
KYN|486606106
Shares:
126753(-19.8%)
Value:
$1.6B(-19.0%)
EQUINIX INC
EQIX|29444U700
Shares:
1991(+18.9%)
Value:
$1.6B(+2.8%)
IDEXX LABORATORIES INC /DE
IDXX|45168D104
Shares:
3824(+70.8%)
Value:
$1.6B(+73.5%)
SouthState Corp
SSB|840441109
Shares:
17083(+5.7%)
Value:
$1.6B(-1.4%)
ServisFirst Bancshares, Inc.
SFBS|81768T108
Shares:
19179(+0.3%)
Value:
$1.6B(-2.2%)
DOVER Corp
DOV|260003108
Shares:
8951(+11.5%)
Value:
$1.6B(+4.4%)
92204A306
VDE|92204A306
Shares:
12100(+18.7%)
Value:
$1.6B(+26.9%)
SCHLUMBERGER LIMITED/NV
SLB|806857108
Shares:
37426(+19.9%)
Value:
$1.6B(+30.7%)
Edwards Lifesciences Corp
EW|28176E108
Shares:
21562(+34.9%)
Value:
$1.6B(+32.1%)