Hb Wealth Management, LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified962 identified235 unidentified
Holdings
1,197 positions
Manager:
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Page 30 of 60
852234103
Shares:
15085(+3.6%)
Value:
$819.6M(-33.8%)
33733E302
Shares:
3665(+6.3%)
Value:
$814.2M(-2.9%)
88023U101
Shares:
13195(+204.0%)
Value:
$790.1M(+221.1%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
23.0K | All Managers (Combined) | $820.3K | |||
(cusip852234103)✕ | 15.1K | QoQ +3.62% (-528)YoY +5.38% (-771) | All Managers (Combined) | $819.6K | |
2.7K | QoQ NEW(+2.7K) YoY NEW(+2.7K) | All Managers (Combined) | $819.5K | QoQ NEW(+$819.5K) YoY NEW(+$819.5K) | |
Sony Group Corp(SONYcusip835699307) | 32.3K | All Managers (Combined) | $819.4K | ||
2.3K | QoQ -0.30% (-7)YoY NEW(+2.3K) | All Managers (Combined) | $818.6K | YoY NEW(+$818.6K) | |
(cusip33733E302)✕ | 3.7K | All Managers (Combined) | $814.2K | ||
21.6K | All Managers (Combined) | $806.1K | |||
22.3K | All Managers (Combined) | $801.8K | |||
Interface Inc(TILEcusip458665304) | 40.0K | All Managers (Combined) | $793.5K | ||
(cusip88023U101)✕ | 13.2K | YoY NEW(+13.2K) | All Managers (Combined) | $790.1K | YoY NEW(+$790.1K) |
5.5K | All Managers (Combined) | $788.7K | |||
63.0K | All Managers (Combined) | $784.5K | |||
40.3K | All Managers (Combined) | $782.6K | |||
67.3K | All Managers (Combined) | $782.3K | |||
Nasdaq, Inc.(NDAQcusip631103108) | 10.3K | All Managers (Combined) | $781.4K | ||
4.4K | All Managers (Combined) | $781.2K | |||
16.1K | All Managers (Combined) | $779.8K | |||
4.9K | QoQ NEW(+4.9K) YoY NEW(+4.9K) | All Managers (Combined) | $778.4K | QoQ NEW(+$778.4K) YoY NEW(+$778.4K) | |
12.6K | All Managers (Combined) | $776.8K | |||
2.9K | QoQ NEW(+2.9K) YoY NEW(+2.9K) | All Managers (Combined) | $774.8K | QoQ NEW(+$774.8K) YoY NEW(+$774.8K) |