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
Search and click to pin securities to the top
Page 24 of 60
81369Y506
81369Y506
Shares:
14413(-76.6%)
Value:
$1.3B(-74.5%)
381430602
381430602
Shares:
21190
Value:
$1.3B
ACUITY BRANDS INC
AYI|00508Y102
Shares:
5044(+0.6%)
Value:
$1.3B(-9.3%)
808524763
FNDA|808524763
Shares:
47824(+358.6%)
Value:
$1.3B(+322.9%)
Macy's, Inc.
M|55616P104
Shares:
103639(+0.1%)
Value:
$1.3B(-25.8%)
922908652
VXF|922908652
Shares:
7486(+15.7%)
Value:
$1.3B(+4.9%)
CONSOLIDATED EDISON INC
ED|209115104
Shares:
11539(+23.7%)
Value:
$1.3B(+53.4%)
Apollo Global Management, Inc.
APO|03769M106
Shares:
9309(+27.6%)
Value:
$1.3B(+5.8%)
REGENERON PHARMACEUTICALS, INC.
REGN|75886F107
Shares:
2003(-5.9%)
Value:
$1.3B(-16.2%)
TRACTOR SUPPLY CO /DE/
TSCO|892356106
Shares:
22936(+92.2%)
Value:
$1.3B(+99.5%)
XCEL ENERGY INC
XEL|98389B100
Shares:
17844(+18.4%)
Value:
$1.3B(+24.1%)
BROADRIDGE FINANCIAL SOLUTIONS, INC.
BR|11133T103
Shares:
5206(+76.0%)
Value:
$1.3B(+88.8%)
NOVARTIS AG
NVS|66987V109
Shares:
11293(+67.5%)
Value:
$1.3B(+91.8%)
Keurig Dr Pepper Inc.
KDP|49271V100
Shares:
36592(+14.0%)
Value:
$1.3B(+21.5%)
REALTY INCOME CORP
O|756109104
Shares:
21554(+34.0%)
Value:
$1.3B(+45.9%)
DuPont de Nemours, Inc.
DD|26614N102
Shares:
16712(+51.6%)
Value:
$1.2B(+48.5%)
92203C303
VUSB|92203C303
Shares:
25024(-37.0%)
Value:
$1.2B(-36.7%)
ROLLINS INC
ROL|775711104
Shares:
22811(+30.5%)
Value:
$1.2B(+52.1%)
Discover Financial Services
DFS|254709108
Shares:
7144(+32.7%)
Value:
$1.2B(+30.7%)
464287515
464287515
Shares:
13685(+127.5%)
Value:
$1.2B(+102.3%)