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 3 of 60
INVESCO QQQ TRUST, SERIES 1
QQQ|46090E103
Shares:
87005(+4.7%)
Value:
$40.8B(-4.0%)
808524300
SCHG|808524300
Shares:
1576201(-0.2%)
Value:
$39.5B(-10.3%)
46137V357
RSP|46137V357
Shares:
199948(+497.3%)
Value:
$34.6B(+490.5%)
Walmart Inc.
WMT|931142103
Shares:
387260(+10.8%)
Value:
$34.0B(+7.6%)
UNITEDHEALTH GROUP INC
UNH|91324P102
Shares:
64780(+24.6%)
Value:
$33.9B(+29.0%)
464287598
IWD|464287598
Shares:
175439(+6.1%)
Value:
$33.0B(+7.9%)
Broadcom Inc.
AVGO|11135F101
Shares:
195002(+38.1%)
Value:
$32.6B(-0.3%)
46641Q654
46641Q654
Shares:
639956(+10.2%)
Value:
$32.5B(+10.5%)
ALBEMARLE CORP
ALB|012653101
Shares:
425945(-18.1%)
Value:
$30.7B(-31.5%)
25434V708
DFAC|25434V708
Shares:
919235(+3392.4%)
Value:
$30.3B(+3230.9%)
922908629
VO|922908629
Shares:
116646(+24.1%)
Value:
$30.2B(+21.5%)
808524805
SCHF|808524805
Shares:
1514481(-39.1%)
Value:
$30.0B(-34.9%)
AT&T INC.
T|00206R102
Shares:
1050746(+9.1%)
Value:
$29.7B(+35.5%)
CHEVRON CORP
CVX|166764100
Shares:
176429(+14.9%)
Value:
$29.5B(+32.7%)
ORACLE CORP
ORCL|68389X105
Shares:
205337(+10.6%)
Value:
$28.7B(-7.2%)
Mastercard Inc
MA|57636Q104
Shares:
50240(+116.1%)
Value:
$27.5B(+125.0%)
922908736
VUG|922908736
Shares:
73572(+9.2%)
Value:
$27.3B(-1.3%)
BERKSHIRE HATHAWAY INC
BRK-A|084670108
Shares:
34(+30.8%)
Value:
$27.1B(+53.3%)
EXXON MOBIL CORP
XOM|30231G102
Shares:
227202(+42.6%)
Value:
$27.0B(+57.6%)
MCDONALDS CORP
MCD|580135101
Shares:
85452(+35.7%)
Value:
$26.7B(+46.3%)