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 24 of 60
81369Y506
Shares:
14413(-76.6%)
Value:
$1.3B(-74.5%)
381430602
Shares:
21190
Value:
$1.3B
464287515
Shares:
13685(+127.5%)
Value:
$1.2B(+102.3%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip81369Y506)✕ | 14.4K | All Managers (Combined) | $1.3M | ||
(cusip381430602)✕ | 21.2K | QoQ NEW(+21.2K) YoY NEW(+21.2K) | All Managers (Combined) | $1.3M | QoQ NEW(+$1.3M) YoY NEW(+$1.3M) |
5.0K | QoQ +0.57% (-29) | All Managers (Combined) | $1.3M | ||
47.8K | All Managers (Combined) | $1.3M | |||
Macy'S, Inc.(Mcusip55616P104) | 103.6K | All Managers (Combined) | $1.3M | ||
7.5K | All Managers (Combined) | $1.3M | |||
11.5K | All Managers (Combined) | $1.3M | |||
9.3K | All Managers (Combined) | $1.3M | |||
2.0K | All Managers (Combined) | $1.3M | |||
22.9K | All Managers (Combined) | $1.3M | |||
Xcel Energy Inc(XELcusip98389B100) | 17.8K | All Managers (Combined) | $1.3M | ||
5.2K | All Managers (Combined) | $1.3M | |||
Novartis Ag(NVScusip66987V109) | 11.3K | All Managers (Combined) | $1.3M | ||
36.6K | All Managers (Combined) | $1.3M | |||
Realty Income Corp(Ocusip756109104) | 21.6K | All Managers (Combined) | $1.3M | ||
16.7K | All Managers (Combined) | $1.2M | |||
25.0K | All Managers (Combined) | $1.2M | |||
Rollins Inc(ROLcusip775711104) | 22.8K | All Managers (Combined) | $1.2M | ||
7.1K | All Managers (Combined) | $1.2M | |||
(cusip464287515)✕ | 13.7K | All Managers (Combined) | $1.2M |