Hb Wealth Management, LLC

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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

SEC FilingSEC DataHachi Filing

Manager:

1,197 positions • $11,094,074.664K total value

1,197 positions

Manager:

SEC FilingSEC DataHachi Filing

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LAMAR ADVERTISING CO/NEW

LAMR|512816109

6803(+100.2%)

Value:

$774.1M(+87.1%)

SYNOVUS FINANCIAL CORP

SNV|87161C501

16553(+18.6%)

Value:

$773.7M(+8.2%)

EVERSOURCE ENERGY

ES|30040W108

12416(+9.5%)

Value:

$771.2M(+18.4%)

78464A359

10053(+0.0%)

Value:

$770.3M(-1.6%)

464287473

IWS|464287473

6103(+11.6%)

Value:

$768.8M(+8.7%)

GoDaddy Inc.

GDDY|380237107

4243(+54.6%)

Value:

$764.3M(+41.1%)

46434G863

21821(+5.0%)

Value:

$762.7M(+9.9%)

PPL Corp

PPL|69351T106

21001(+28.3%)

Value:

$758.4M(+42.7%)

RESMED INC

RMD|761152107

3375(+9.8%)

Value:

$755.5M(+7.5%)

STATE STREET CORP

STT|857477103

8425(+53.7%)

Value:

$754.3M(+40.2%)

American Water Works Company, Inc.

AWK|030420103

5108(+52.8%)

Value:

$753.5M(+81.0%)

WILLIAMS SONOMA INC

WSM|969904101

4709(+63.6%)

Value:

$744.5M(+39.6%)

CHURCH & DWIGHT CO INC /DE/

CHD|171340102

6718(+12.8%)

Value:

$739.6M(+18.6%)

26922A198

36510

Value:

$737.5M

Ingersoll Rand Inc.

IR|45687V106

9212(+15.0%)

Value:

$737.2M(+1.8%)

92189F643

8340

Value:

$733.9M

LyondellBasell Industries N.V.

LYB|N53745100

10371(+22.3%)

Value:

$730.1M(+15.9%)

Checkpoint Therapeutics, Inc.

CKPT|162828206

180560(+17.6%)

Value:

$729.5M(+42.1%)

CLOROX CO /DE/

CLX|189054109

4951(+7.9%)

Value:

$729.0M(-2.1%)

BAXTER INTERNATIONAL INC

BAX|071813109

21254(+14.0%)

Value:

$727.5M(+33.8%)

Instrument	Shares		Other Manager	Value
Lamar Advertising Co/New(LAMRcusip512816109)	6.8K	QoQ +100.20% (+3.4K) YoY NEW(+6.8K)	All Managers (Combined)	$774.1K	QoQ +87.09% (+$360.4K) YoY NEW(+$774.1K)
Synovus Financial Corp(SNVcusip87161C501)	16.6K	QoQ +18.61% (+2.6K) YoY +2.43% (+393)	All Managers (Combined)	$773.7K	QoQ +8.22% (+$58.8K) YoY +19.51% (+$126.3K)
Eversource Energy(EScusip30040W108)	12.4K	QoQ +9.51% (+1.1K) YoY +19.90% (+2.1K)	All Managers (Combined)	$771.2K	QoQ +18.44% (+$120.1K) YoY +24.59% (+$152.2K)
(cusip78464A359)✕	10.1K	QoQ 0.00% (-0) YoY +33.82% (+2.5K)	All Managers (Combined)	$770.3K	QoQ -1.63% (-$12.8K) YoY +40.38% (+$221.6K)
(IWScusip464287473)	6.1K	QoQ +11.63% (+636) YoY -7.85% (-520)	All Managers (Combined)	$768.8K	QoQ +8.72% (+$61.7K) YoY -7.39% (-$61.4K)
Godaddy Inc.(GDDYcusip380237107)	4.2K	QoQ +54.57% (+1.5K) YoY NEW(+4.2K)	All Managers (Combined)	$764.3K	QoQ +41.07% (+$222.6K) YoY NEW(+$764.3K)
(cusip46434G863)✕	21.8K	QoQ +5.02% (+1.0K) YoY +50.14% (+7.3K)	All Managers (Combined)	$762.7K	QoQ +9.90% (+$68.8K) YoY +62.81% (+$294.3K)
Ppl Corp(PPLcusip69351T106)	21.0K	QoQ +28.25% (+4.6K) YoY NEW(+21.0K)	All Managers (Combined)	$758.4K	QoQ +42.68% (+$226.9K) YoY NEW(+$758.4K)
Resmed Inc(RMDcusip761152107)	3.4K	QoQ +9.79% (+301) YoY +50.00% (+1.1K)	All Managers (Combined)	$755.5K	QoQ +7.46% (+$52.5K) YoY +69.55% (+$309.9K)
State Street Corp(STTcusip857477103)	8.4K	QoQ +53.71% (+2.9K) YoY +95.52% (+4.1K)	All Managers (Combined)	$754.3K	QoQ +40.21% (+$216.3K) YoY +126.39% (+$421.1K)
American Water Works Company, Inc.(AWKcusip030420103)	5.1K	QoQ +52.75% (+1.8K) YoY +100.86% (+2.6K)	All Managers (Combined)	$753.5K	QoQ +81.01% (+$337.3K) YoY +142.46% (+$442.8K)
Williams Sonoma Inc(WSMcusip969904101)	4.7K	QoQ +63.56% (+1.8K) YoY NEW(+4.7K)	All Managers (Combined)	$744.5K	QoQ +39.63% (+$211.3K) YoY NEW(+$744.5K)
Church & Dwight Co Inc /De/(CHDcusip171340102)	6.7K	QoQ +12.81% (+763) YoY +34.60% (+1.7K)	All Managers (Combined)	$739.6K	QoQ +18.60% (+$116.0K) YoY +42.06% (+$219.0K)
(cusip26922A198)✕	36.5K	QoQ NEW(+36.5K) YoY NEW(+36.5K)	All Managers (Combined)	$737.5K	QoQ NEW(+$737.5K) YoY NEW(+$737.5K)
Ingersoll Rand Inc.(IRcusip45687V106)	9.2K	QoQ +15.03% (+1.2K) YoY +91.04% (+4.4K)	All Managers (Combined)	$737.2K	QoQ +1.77% (+$12.8K) YoY +61.02% (+$279.4K)
(cusip92189F643)✕	8.3K	QoQ NEW(+8.3K) YoY NEW(+8.3K)	All Managers (Combined)	$733.9K	QoQ NEW(+$733.9K) YoY NEW(+$733.9K)
Lyondellbasell Industries N.V.(LYBcusipN53745100)	10.4K	QoQ +22.31% (+1.9K) YoY +112.86% (+5.5K)	All Managers (Combined)	$730.1K	QoQ +15.94% (+$100.4K) YoY +46.51% (+$231.8K)
Checkpoint Therapeutics, Inc.(CKPTcusip162828206)	180.6K	QoQ +17.58% (+27.0K) YoY NEW(+180.6K)	All Managers (Combined)	$729.5K	QoQ +42.11% (+$216.2K) YoY NEW(+$729.5K)
Clorox Co /De/(CLXcusip189054109)	5.0K	QoQ +7.91% (-363) YoY +32.37% (+1.2K)	All Managers (Combined)	$729.0K	QoQ -2.15% (-$16.1K) YoY +27.31% (+$156.4K)
Baxter International Inc(BAXcusip071813109)	21.3K	QoQ +13.99% (+2.6K) YoY +64.45% (+8.3K)	All Managers (Combined)	$727.5K	QoQ +33.81% (+$183.8K) YoY +31.70% (+$175.2K)