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 26 of 60
25434V849
25434V849
Shares:
22994
Value:
$1.1B
SIMON PROPERTY GROUP INC /DE/
SPG|828806109
Shares:
6530(+11.6%)
Value:
$1.1B(+7.6%)
97717W109
97717W109
Shares:
14030(+8.9%)
Value:
$1.1B(+10.5%)
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP
WAB|929740108
Shares:
5936(+121.4%)
Value:
$1.1B(+111.8%)
EBAY INC
EBAY|278642103
Shares:
15886(+59.1%)
Value:
$1.1B(+74.0%)
MITSUBISHI UFJ FINANCIAL GROUP INC
MUFG|606822104
Shares:
78836(+12.3%)
Value:
$1.1B(+30.6%)
Alibaba Group Holding Ltd
BABA|01609W102
Shares:
8119(+111.8%)
Value:
$1.1B(+230.7%)
BP PLC
BP|055622104
Shares:
31770(+69.3%)
Value:
$1.1B(+93.5%)
CSW INDUSTRIALS, INC.
CSWI|126402106
Shares:
3659(-4.6%)
Value:
$1.1B(-21.2%)
46432F396
MTUM|46432F396
Shares:
5268(+2.0%)
Value:
$1.1B(-0.4%)
AXON ENTERPRISE, INC.
AXON|05464C101
Shares:
2020(+40.2%)
Value:
$1.1B(+24.1%)
EMCOR Group, Inc.
EME|29084Q100
Shares:
2873(+197.1%)
Value:
$1.1B(+142.0%)
HENRY SCHEIN INC
HSIC|806407102
Shares:
15419(+1.5%)
Value:
$1.1B(+0.4%)
83304AAF3
83304AAF3
Shares:
0
Value:
$1.1B
33734H106
33734H106
Shares:
23651(+262.5%)
Value:
$1.1B(+270.3%)
78464A284
78464A284
Shares:
41465(+0.0%)
Value:
$1.0B(-1.4%)
74348A467
74348A467
Shares:
10233(-7.2%)
Value:
$1.0B(-4.7%)
DARDEN RESTAURANTS INC
DRI|237194105
Shares:
5029(+8.1%)
Value:
$1.0B(+20.3%)
Leidos Holdings, Inc.
LDOS|525327102
Shares:
7736(+139.4%)
Value:
$1.0B(+124.3%)
Avery Dennison Corp
AVY|053611109
Shares:
5753(+45.6%)
Value:
$1.0B(+38.5%)