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:
Search and click to pin securities to the top
Page 31 of 60
78464A359
Shares:
10053(+0.0%)
Value:
$770.3M(-1.6%)
46434G863
Shares:
21821(+5.0%)
Value:
$762.7M(+9.9%)
26922A198
Shares:
36510
Value:
$737.5M
92189F643
Shares:
8340
Value:
$733.9M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
6.8K | YoY NEW(+6.8K) | All Managers (Combined) | $774.1K | YoY NEW(+$774.1K) | |
16.6K | All Managers (Combined) | $773.7K | |||
Eversource Energy(EScusip30040W108) | 12.4K | All Managers (Combined) | $771.2K | ||
(cusip78464A359)✕ | 10.1K | QoQ 0.00% (-0) | All Managers (Combined) | $770.3K | |
6.1K | All Managers (Combined) | $768.8K | |||
Godaddy Inc.(GDDYcusip380237107) | 4.2K | YoY NEW(+4.2K) | All Managers (Combined) | $764.3K | YoY NEW(+$764.3K) |
(cusip46434G863)✕ | 21.8K | All Managers (Combined) | $762.7K | ||
21.0K | YoY NEW(+21.0K) | All Managers (Combined) | $758.4K | YoY NEW(+$758.4K) | |
Resmed Inc(RMDcusip761152107) | 3.4K | All Managers (Combined) | $755.5K | ||
8.4K | All Managers (Combined) | $754.3K | |||
5.1K | All Managers (Combined) | $753.5K | |||
4.7K | YoY NEW(+4.7K) | All Managers (Combined) | $744.5K | YoY NEW(+$744.5K) | |
6.7K | All Managers (Combined) | $739.6K | |||
(cusip26922A198)✕ | 36.5K | QoQ NEW(+36.5K) YoY NEW(+36.5K) | All Managers (Combined) | $737.5K | QoQ NEW(+$737.5K) YoY NEW(+$737.5K) |
9.2K | All Managers (Combined) | $737.2K | |||
(cusip92189F643)✕ | 8.3K | QoQ NEW(+8.3K) YoY NEW(+8.3K) | All Managers (Combined) | $733.9K | QoQ NEW(+$733.9K) YoY NEW(+$733.9K) |
10.4K | All Managers (Combined) | $730.1K | |||
180.6K | YoY NEW(+180.6K) | All Managers (Combined) | $729.5K | YoY NEW(+$729.5K) | |
Clorox Co /De/(CLXcusip189054109) | 5.0K | All Managers (Combined) | $729.0K | ||
21.3K | All Managers (Combined) | $727.5K |