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 32 of 60
921932778
Shares:
8666(-0.9%)
Value:
$727.2M(-10.9%)
92919Y102
Shares:
602652
Value:
$723.2M
37954Y343
Shares:
13409(-3.1%)
Value:
$713.8M(+4.4%)
00039J202
Shares:
27917(+0.9%)
Value:
$700.5M(+1.5%)
33734X143
Shares:
6740(+0.0%)
Value:
$698.3M(-0.5%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip921932778)✕ | 8.7K | QoQ -0.86% (-76)YoY 0.00% (-0) | All Managers (Combined) | $727.2K | |
Berkley W R Corp(WRBcusip084423102) | 10.2K | All Managers (Combined) | $726.7K | ||
130.3K | QoQ NEW(+130.3K) YoY NEW(+130.3K) | All Managers (Combined) | $726.0K | QoQ NEW(+$726.0K) YoY NEW(+$726.0K) | |
M&T Bank Corp(MTBcusip55261F104) | 4.1K | All Managers (Combined) | $725.5K | ||
14.6K | All Managers (Combined) | $723.6K | |||
(cusip92919Y102)✕ | 602.7K | QoQ NEW(+602.7K) YoY NEW(+602.7K) | All Managers (Combined) | $723.2K | QoQ NEW(+$723.2K) YoY NEW(+$723.2K) |
Gartner Inc(ITcusip366651107) | 1.7K | All Managers (Combined) | $723.1K | ||
20.7K | All Managers (Combined) | $721.8K | |||
4.9K | YoY NEW(+4.9K) | All Managers (Combined) | $721.8K | YoY NEW(+$721.8K) | |
Hershey Co(HSYcusip427866108) | 4.2K | All Managers (Combined) | $716.9K | ||
10.6K | YoY NEW(+10.6K) | All Managers (Combined) | $715.0K | YoY NEW(+$715.0K) | |
(cusip37954Y343)✕ | 13.4K | QoQ -3.07% (-425)YoY 0.00% (+0) | All Managers (Combined) | $713.8K | |
4.5K | All Managers (Combined) | $712.4K | |||
Doordash, Inc.(DASHcusip25809K105) | 3.9K | All Managers (Combined) | $711.3K | ||
7.8K | All Managers (Combined) | $709.8K | |||
2.1K | YoY NEW(+2.1K) | All Managers (Combined) | $703.5K | YoY NEW(+$703.5K) | |
75.0K | QoQ 0.00% (-0)YoY NEW(+75.0K) | All Managers (Combined) | $703.0K | YoY NEW(+$703.0K) | |
(cusip00039J202)✕ | 27.9K | All Managers (Combined) | $700.5K | ||
Kenvue Inc.(KVUEcusip49177J102) | 29.2K | All Managers (Combined) | $699.7K | ||
(cusip33734X143)✕ | 6.7K | QoQ 0.00% (-0) | All Managers (Combined) | $698.3K |