Hb Wealth Management, LLC

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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

SEC FilingSEC DataHachi Filing

Manager:

1,197 positions • $11,094,074.664K total value

1,197 positions

Manager:

SEC FilingSEC DataHachi Filing

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KROGER CO

KR|501044101

13989(+19.2%)

Value:

$946.9M(+31.9%)

Public Storage

PSA|74460D109

3161(+14.0%)

Value:

$946.1M(+13.9%)

Haleon plc

HLN|405552100

91594(+42.2%)

Value:

$942.5M(+53.4%)

FIRST SOLAR, INC.

FSLR|336433107

7445(+512.8%)

Value:

$941.3M(+339.6%)

HARTFORD INSURANCE GROUP, INC.

HIG|416515104

7588(+52.3%)

Value:

$939.0M(+72.2%)

abrdn Gold ETF Trust

SGOL|00326A104

31470(+0.0%)

Value:

$938.4M(+19.0%)

464288109

11484(-2.6%)

Value:

$935.4M(-2.1%)

25434V799

33607

Value:

$933.3M

Robinhood Markets, Inc.

HOOD|770700102

22271(+536.3%)

Value:

$926.9M(+610.4%)

46137V837

9265

Value:

$926.3M

464287481

IWP|464287481

7817(+33.6%)

Value:

$918.5M(+23.9%)

Walt Disney Co

DIS|254687106

9200(-80.5%)

Value:

$907.9M(-82.7%)

lululemon athletica inc.

LULU|550021109

3202(+31.4%)

Value:

$906.4M(-2.7%)

Xylem Inc.

XYL|98419M100

7572(+53.9%)

Value:

$904.6M(+58.5%)

NUCOR CORP

NUE|670346105

7500(+0.0%)

Value:

$902.5M(+3.2%)

EASTMAN CHEMICAL CO

EMN|277432100

10114(+88.9%)

Value:

$891.2M(+82.3%)

FAIR ISAAC CORP

FICO|303250104

482(+28.5%)

Value:

$890.1M(+19.2%)

AGILENT TECHNOLOGIES, INC.

A|00846U101

7592(-5.6%)

Value:

$888.2M(-17.8%)

CENTERPOINT ENERGY INC

CNP|15189T107

24429(+17.9%)

Value:

$885.1M(+34.7%)

808524771

FNDX|808524771

37392(-3.1%)

Value:

$882.8M(-3.4%)

Instrument	Shares		Other Manager	Value
Kroger Co(KRcusip501044101)	14.0K	QoQ +19.17% (+2.3K) YoY +53.23% (+4.9K)	All Managers (Combined)	$946.9K	QoQ +31.92% (+$229.1K) YoY +81.54% (+$425.3K)
Public Storage(PSAcusip74460D109)	3.2K	QoQ +13.99% (+388) YoY +117.84% (+1.7K)	All Managers (Combined)	$946.1K	QoQ +13.93% (+$115.7K) YoY +124.78% (+$525.2K)
Haleon Plc(HLNcusip405552100)	91.6K	QoQ +42.22% (+27.2K) YoY +792.12% (+81.3K)	All Managers (Combined)	$942.5K	QoQ +53.40% (+$328.1K) YoY +981.26% (+$855.3K)
First Solar, Inc.(FSLRcusip336433107)	7.4K	QoQ +512.75% (+6.2K) YoY NEW(+7.4K)	All Managers (Combined)	$941.3K	QoQ +339.57% (+$727.1K) YoY NEW(+$941.3K)
Hartford Insurance Group, Inc.(HIGcusip416515104)	7.6K	QoQ +52.30% (+2.6K) YoY +143.59% (+4.5K)	All Managers (Combined)	$939.0K	QoQ +72.24% (+$393.8K) YoY +192.42% (+$617.9K)
Abrdn Gold Etf Trust(SGOLcusip00326A104)	31.5K	QoQ 0.00% (+0) YoY -0.28% (-90)	All Managers (Combined)	$938.4K	QoQ +19.04% (+$150.1K) YoY +39.99% (-$268.1K)
(cusip464288109)✕	11.5K	QoQ -2.62% (-310) YoY -5.82% (-710)	All Managers (Combined)	$935.4K	QoQ -2.06% (-$19.7K) YoY -0.19% (-$1.9K)
(cusip25434V799)✕	33.6K	QoQ NEW(+33.6K) YoY NEW(+33.6K)	All Managers (Combined)	$933.3K	QoQ NEW(+$933.3K) YoY NEW(+$933.3K)
Robinhood Markets, Inc.(HOODcusip770700102)	22.3K	QoQ +536.31% (+18.8K) YoY +92.70% (+10.7K)	All Managers (Combined)	$926.9K	QoQ +610.44% (+$796.4K) YoY +298.43% (+$694.3K)
(cusip46137V837)✕	9.3K	QoQ NEW(+9.3K) YoY NEW(+9.3K)	All Managers (Combined)	$926.3K	QoQ NEW(+$926.3K) YoY NEW(+$926.3K)
(IWPcusip464287481)	7.8K	QoQ +33.64% (+2.0K) YoY +36.61% (+2.1K)	All Managers (Combined)	$918.5K	QoQ +23.87% (+$177.0K) YoY +40.63% (+$265.4K)
Walt Disney Co(DIScusip254687106)	9.2K	QoQ -80.49% (-38.0K) YoY -80.45% (-37.9K)	All Managers (Combined)	$907.9K	QoQ -82.71% (-$4.3M) YoY -84.23% (-$4.9M)
Lululemon Athletica Inc.(LULUcusip550021109)	3.2K	QoQ +31.44% (-766) YoY +18.59% (-502)	All Managers (Combined)	$906.4K	QoQ -2.70% (-$25.2K) YoY -14.06% (-$148.4K)
Xylem Inc.(XYLcusip98419M100)	7.6K	QoQ +53.93% (+2.7K) YoY +90.63% (+3.6K)	All Managers (Combined)	$904.6K	QoQ +58.49% (+$333.8K) YoY +76.20% (+$391.2K)
Nucor Corp(NUEcusip670346105)	7.5K	QoQ 0.00% (+0) YoY -62.73% (-12.6K)	All Managers (Combined)	$902.5K	QoQ +3.16% (+$27.7K) YoY -77.33% (-$3.1M)
Eastman Chemical Co(EMNcusip277432100)	10.1K	QoQ +88.90% (+4.8K) YoY NEW(+10.1K)	All Managers (Combined)	$891.2K	QoQ +82.25% (+$402.2K) YoY NEW(+$891.2K)
Fair Isaac Corp(FICOcusip303250104)	482	QoQ +28.53% (+107) YoY +82.57% (+218)	All Managers (Combined)	$890.1K	QoQ +19.22% (+$143.5K) YoY +169.82% (+$560.2K)
Agilent Technologies, Inc.(Acusip00846U101)	7.6K	QoQ -5.63% (-453) YoY +25.54% (+1.5K)	All Managers (Combined)	$888.2K	QoQ -17.82% (-$192.7K) YoY +0.93% (+$8.2K)
Centerpoint Energy Inc(CNPcusip15189T107)	24.4K	QoQ +17.95% (+3.7K) YoY +32.23% (+6.0K)	All Managers (Combined)	$885.1K	QoQ +34.67% (+$227.9K) YoY +68.15% (+$358.7K)
(FNDXcusip808524771)	37.4K	QoQ -3.13% (-1.2K) YoY +363.11% (+29.3K)	All Managers (Combined)	$882.8K	QoQ -3.41% (-$31.3K) YoY +62.25% (+$338.7K)