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 32 of 60
921932778
921932778
Shares:
8666(-0.9%)
Value:
$727.2M(-10.9%)
BERKLEY W R CORP
WRB|084423102
Shares:
10212(+68.3%)
Value:
$726.7M(+104.7%)
Repay Holdings Corp
RPAY|76029L100
Shares:
130345
Value:
$726.0M
M&T BANK CORP
MTB|55261F104
Shares:
4058(+51.9%)
Value:
$725.5M(+44.4%)
922907746
VTEB|922907746
Shares:
14583(+0.1%)
Value:
$723.6M(-0.9%)
92919Y102
92919Y102
Shares:
602652
Value:
$723.2M
GARTNER INC
IT|366651107
Shares:
1722(+17.5%)
Value:
$723.1M(+1.8%)
DOW INC.
DOW|260557103
Shares:
20670(+62.9%)
Value:
$721.8M(+41.8%)
Ares Management Corp
ARES|03990B101
Shares:
4923(+99.8%)
Value:
$721.8M(+65.5%)
HERSHEY CO
HSY|427866108
Shares:
4191(+16.9%)
Value:
$716.9M(+18.1%)
TransMedics Group, Inc.
TMDX|89377M109
Shares:
10627(+30.4%)
Value:
$715.0M(+40.7%)
37954Y343
37954Y343
Shares:
13409(-3.1%)
Value:
$713.8M(+4.4%)
Diamondback Energy, Inc.
FANG|25278X109
Shares:
4456(+10.4%)
Value:
$712.4M(+7.7%)
DoorDash, Inc.
DASH|25809K105
Shares:
3891(+73.5%)
Value:
$711.3M(+89.0%)
Dell Technologies Inc.
DELL|24703L202
Shares:
7787(+678.7%)
Value:
$709.8M(+516.2%)
CARLISLE COMPANIES INC
CSL|142339100
Shares:
2066(+109.3%)
Value:
$703.5M(+93.2%)
DWS MUNICIPAL INCOME TRUST
KTF|233368109
Shares:
74950(+0.0%)
Value:
$703.0M(-0.7%)
00039J202
00039J202
Shares:
27917(+0.9%)
Value:
$700.5M(+1.5%)
Kenvue Inc.
KVUE|49177J102
Shares:
29179(+61.3%)
Value:
$699.7M(+81.2%)
33734X143
33734X143
Shares:
6740(+0.0%)
Value:
$698.3M(-0.5%)