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 21 of 60
33734X846
Shares:
26903(+91.9%)
Value:
$1.7B(+90.5%)
92204A884
Shares:
11359(+1.2%)
Value:
$1.7B(-3.1%)
Shares:
126753(-19.8%)
Value:
$1.6B(-19.0%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Cintas Corp(CTAScusip172908105) | 8.3K | All Managers (Combined) | $1.7M | ||
(cusip33734X846)✕ | 26.9K | All Managers (Combined) | $1.7M | ||
(cusip92204A884)✕ | 11.4K | QoQ +1.20% (-135)YoY +0.65% (+74) | All Managers (Combined) | $1.7M | |
Sysco Corp(SYYcusip871829107) | 22.4K | All Managers (Combined) | $1.7M | ||
13.5K | All Managers (Combined) | $1.7M | |||
903 | All Managers (Combined) | $1.7M | |||
13.1K | All Managers (Combined) | $1.7M | |||
Atlassian Corp(TEAMcusip049468101) | 7.8K | All Managers (Combined) | $1.7M | ||
28.4K | QoQ +0.27% (+77)YoY NEW(+28.4K) | All Managers (Combined) | $1.7M | YoY NEW(+$1.7M) | |
19.3K | All Managers (Combined) | $1.7M | |||
Exelon Corp(EXCcusip30161N101) | 35.5K | All Managers (Combined) | $1.6M | ||
126.8K | YoY NEW(+126.8K) | All Managers (Combined) | $1.6M | YoY NEW(+$1.6M) | |
Equinix Inc(EQIXcusip29444U700) | 2.0K | All Managers (Combined) | $1.6M | ||
3.8K | All Managers (Combined) | $1.6M | |||
Southstate Corp(SSBcusip840441109) | 17.1K | All Managers (Combined) | $1.6M | ||
19.2K | QoQ +0.35% (-67)YoY +0.74% (+141) | All Managers (Combined) | $1.6M | ||
Dover Corp(DOVcusip260003108) | 9.0K | All Managers (Combined) | $1.6M | ||
12.1K | All Managers (Combined) | $1.6M | |||
37.4K | All Managers (Combined) | $1.6M | |||
21.6K | All Managers (Combined) | $1.6M |