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 30 of 60
Celsius Holdings, Inc.
CELH|15118V207
Shares:
23029(+32.6%)
Value:
$820.3M(+79.4%)
852234103
852234103
Shares:
15085(+3.6%)
Value:
$819.6M(-33.8%)
Morningstar, Inc.
MORN|617700109
Shares:
2733
Value:
$819.5M
Sony Group Corp
SONY|835699307
Shares:
32272(+156.3%)
Value:
$819.4M(+207.5%)
EVEREST GROUP, LTD.
EG|G3223R108
Shares:
2253(-0.3%)
Value:
$818.6M(-0.1%)
33733E302
33733E302
Shares:
3665(+6.3%)
Value:
$814.2M(-2.9%)
DEVON ENERGY CORP/DE
DVN|25179M103
Shares:
21553(+34.3%)
Value:
$806.1M(+53.5%)
LINCOLN NATIONAL CORP
LNC|534187109
Shares:
22329(+0.8%)
Value:
$801.8M(+14.2%)
INTERFACE INC
TILE|458665304
Shares:
39995(+18.8%)
Value:
$793.5M(-3.2%)
88023U101
88023U101
Shares:
13195(+204.0%)
Value:
$790.1M(+221.1%)
ELECTRONIC ARTS INC.
EA|285512109
Shares:
5457(-14.9%)
Value:
$788.7M(-15.9%)
Rivian Automotive, Inc. / DE
RIVN|76954A103
Shares:
63012(-0.4%)
Value:
$784.5M(-6.8%)
FIRST HORIZON CORP
FHN|320517105
Shares:
40299(+14.5%)
Value:
$782.6M(+10.4%)
Goldman Sachs BDC, Inc.
GSBD|38147U107
Shares:
67268(+77.2%)
Value:
$782.3M(+70.3%)
NASDAQ, INC.
NDAQ|631103108
Shares:
10301(+12.9%)
Value:
$781.4M(+10.8%)
IQVIA HOLDINGS INC.
IQV|46266C105
Shares:
4431(+41.7%)
Value:
$781.2M(+27.1%)
MICROCHIP TECHNOLOGY INC
MCHP|595017104
Shares:
16108(+53.9%)
Value:
$779.8M(+29.9%)
ALIGN TECHNOLOGY INC
ALGN|016255101
Shares:
4900
Value:
$778.4M
Marvell Technology, Inc.
MRVL|573874104
Shares:
12617(-18.6%)
Value:
$776.8M(-54.6%)
F5, INC.
FFIV|315616102
Shares:
2910
Value:
$774.8M