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 29 of 60
PRUDENTIAL FINANCIAL INC
PRU|744320102
Shares:
7900(-33.9%)
Value:
$882.3M(-37.8%)
464287739
IYR|464287739
Shares:
9182(+0.1%)
Value:
$879.2M(+3.0%)
CITIZENS FINANCIAL GROUP INC/RI
CFG|174610105
Shares:
21345(+30.9%)
Value:
$874.5M(+22.5%)
808524789
808524789
Shares:
37863(+0.0%)
Value:
$871.2M(-1.1%)
EXELIXIS, INC.
EXEL|30161Q104
Shares:
23485(+12.2%)
Value:
$867.1M(+24.4%)
LOEWS CORP
L|540424108
Shares:
9428(+6.6%)
Value:
$866.5M(+15.7%)
AppLovin Corp
APP|03831W108
Shares:
3259(+36.9%)
Value:
$863.5M(+12.0%)
MICROSTRATEGY Inc
MSTR|594972408
Shares:
2989(+9.2%)
Value:
$861.6M(+8.1%)
MSCI Inc.
MSCI|55354G100
Shares:
1522(+10.5%)
Value:
$860.7M(+4.2%)
46434V456
46434V456
Shares:
21609(+6.1%)
Value:
$857.7M(+13.5%)
464288646
464288646
Shares:
16335(+147.4%)
Value:
$855.5M(+150.6%)
97717W851
97717W851
Shares:
7742(+0.6%)
Value:
$853.1M(+0.5%)
Amcor plc
AMCR|G0250X107
Shares:
87212(+27.4%)
Value:
$846.0M(+31.3%)
Brookfield Renewable Partners L.P.
BEP|G16258108
Shares:
37975(+0.0%)
Value:
$841.5M(-2.8%)
FORD MOTOR CO
F|345370860
Shares:
83622(+70.4%)
Value:
$838.7M(+72.6%)
92189H409
92189H409
Shares:
16375(+0.0%)
Value:
$838.1M(-1.4%)
IRON MOUNTAIN INC
IRM|46284V101
Shares:
9723(+23.2%)
Value:
$836.6M(+0.9%)
92204A405
VFH|92204A405
Shares:
6945(+49.2%)
Value:
$829.8M(+51.0%)
DECKERS OUTDOOR CORP
DECK|243537107
Shares:
7388(+6.1%)
Value:
$826.1M(-41.6%)
CHARTER COMMUNICATIONS, INC. /MO/
CHTR|16119P108
Shares:
2231(+34.4%)
Value:
$822.2M(+44.5%)