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 26 of 60
25434V849
Shares:
22994
Value:
$1.1B
97717W109
Shares:
14030(+8.9%)
Value:
$1.1B(+10.5%)
83304AAF3
Shares:
0
Value:
$1.1B
33734H106
Shares:
23651(+262.5%)
Value:
$1.1B(+270.3%)
78464A284
Shares:
41465(+0.0%)
Value:
$1.0B(-1.4%)
74348A467
Shares:
10233(-7.2%)
Value:
$1.0B(-4.7%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip25434V849)✕ | 23.0K | QoQ NEW(+23.0K) YoY NEW(+23.0K) | All Managers (Combined) | $1.1M | QoQ NEW(+$1.1M) YoY NEW(+$1.1M) |
6.5K | All Managers (Combined) | $1.1M | |||
(cusip97717W109)✕ | 14.0K | All Managers (Combined) | $1.1M | ||
5.9K | All Managers (Combined) | $1.1M | |||
15.9K | All Managers (Combined) | $1.1M | |||
78.8K | YoY NEW(+78.8K) | All Managers (Combined) | $1.1M | YoY NEW(+$1.1M) | |
8.1K | All Managers (Combined) | $1.1M | |||
31.8K | All Managers (Combined) | $1.1M | |||
3.7K | QoQ -4.58% (-176)YoY NEW(+3.7K) | All Managers (Combined) | $1.1M | YoY NEW(+$1.1M) | |
5.3K | All Managers (Combined) | $1.1M | |||
2.0K | All Managers (Combined) | $1.1M | |||
2.9K | YoY NEW(+2.9K) | All Managers (Combined) | $1.1M | YoY NEW(+$1.1M) | |
15.4K | QoQ +1.48% (+226)YoY -3.22% (-514) | All Managers (Combined) | $1.1M | ||
(cusip83304AAF3)✕ | — | QoQ NEW YoY NEW | All Managers (Combined) | $1.1M | QoQ NEW(+$1.1M) YoY NEW(+$1.1M) |
(cusip33734H106)✕ | 23.7K | All Managers (Combined) | $1.1M | ||
(cusip78464A284)✕ | 41.5K | QoQ 0.00% (-0)YoY NEW(+41.5K) | All Managers (Combined) | $1.0M | YoY NEW(+$1.0M) |
(cusip74348A467)✕ | 10.2K | All Managers (Combined) | $1.0M | ||
5.0K | All Managers (Combined) | $1.0M | |||
7.7K | All Managers (Combined) | $1.0M | |||
5.8K | All Managers (Combined) | $1.0M |