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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Unum Group

UNM|91529Y106

8565(+44.5%)

Value:

$697.7M(+61.2%)

46137V472

7596

Value:

$695.3M

ATMOS ENERGY CORP

ATO|049560105

4463(+55.0%)

Value:

$689.9M(+72.0%)

TREDEGAR CORP

TG|894650100

89580(+0.0%)

Value:

$689.8M(+0.3%)

SUN COMMUNITIES INC

SUI|866674104

5361(+3.4%)

Value:

$689.6M(+8.2%)

921078101

22846

Value:

$688.6M

MERCADOLIBRE INC

MELI|58733R102

350(+84.2%)

Value:

$683.6M(+111.6%)

TAPESTRY, INC.

TPR|876030107

9699(+36.3%)

Value:

$682.9M(+46.9%)

JACOBS SOLUTIONS INC.

J|46982L108

5638(+104.0%)

Value:

$681.6M(+84.6%)

IAMGOLD CORP

IAG|450913108

109000

Value:

$681.3M

WATSCO INC

WSO|942622200

1339(+76.9%)

Value:

$680.8M(+89.8%)

DOMINOS PIZZA INC

DPZ|25754A201

1474(+65.4%)

Value:

$677.7M(+81.0%)

92204A603

2732(-2.0%)

Value:

$676.5M(-4.7%)

NRG ENERGY, INC.

NRG|629377508

7082(+27.4%)

Value:

$676.1M(+34.8%)

Trade Desk, Inc.

TTD|88339J105

12352(+36.6%)

Value:

$675.9M(-36.4%)

RENAISSANCERE HOLDINGS LTD

RNR|G7496G103

2811(-41.6%)

Value:

$674.7M(-43.6%)

LABCORP HOLDINGS INC.

LH|504922105

2893(+25.7%)

Value:

$673.3M(+27.6%)

97717W505

13541(+24.0%)

Value:

$670.5M(+20.5%)

US Foods Holding Corp.

USFD|912008109

10179(+2.7%)

Value:

$666.3M(-0.3%)

08579W103

9519

Value:

$664.5M

Instrument	Shares		Other Manager	Value
Unum Group(UNMcusip91529Y106)	8.6K	QoQ +44.48% (+2.6K) YoY NEW(+8.6K)	All Managers (Combined)	$697.7K	QoQ +61.16% (+$264.8K) YoY NEW(+$697.7K)
(cusip46137V472)✕	7.6K	QoQ NEW(+7.6K) YoY NEW(+7.6K)	All Managers (Combined)	$695.3K	QoQ NEW(+$695.3K) YoY NEW(+$695.3K)
Atmos Energy Corp(ATOcusip049560105)	4.5K	QoQ +54.96% (+1.6K) YoY +139.55% (+2.6K)	All Managers (Combined)	$689.9K	QoQ +72.00% (+$288.8K) YoY +211.52% (+$468.4K)
Tredegar Corp(TGcusip894650100)	89.6K	QoQ 0.00% (+0) YoY +198.55% (+59.6K)	All Managers (Combined)	$689.8K	QoQ +0.26% (+$1.8K) YoY +252.58% (+$494.1K)
Sun Communities Inc(SUIcusip866674104)	5.4K	QoQ +3.43% (+178) YoY NEW(+5.4K)	All Managers (Combined)	$689.6K	QoQ +8.20% (+$52.3K) YoY NEW(+$689.6K)
(cusip921078101)✕	22.8K	QoQ NEW(+22.8K) YoY NEW(+22.8K)	All Managers (Combined)	$688.6K	QoQ NEW(+$688.6K) YoY NEW(+$688.6K)
Mercadolibre Inc(MELIcusip58733R102)	350	QoQ +84.21% (+160) YoY +51.51% (+119)	All Managers (Combined)	$683.6K	QoQ +111.57% (+$360.5K) YoY +95.71% (+$334.3K)
Tapestry, Inc.(TPRcusip876030107)	9.7K	QoQ +36.31% (+2.6K) YoY NEW(+9.7K)	All Managers (Combined)	$682.9K	QoQ +46.89% (+$218.0K) YoY NEW(+$682.9K)
Jacobs Solutions Inc.(Jcusip46982L108)	5.6K	QoQ +104.05% (+2.9K) YoY +150.35% (+3.4K)	All Managers (Combined)	$681.6K	QoQ +84.58% (+$312.3K) YoY +96.85% (+$335.4K)
Iamgold Corp(IAGcusip450913108)	109.0K	QoQ NEW(+109.0K) YoY NEW(+109.0K)	All Managers (Combined)	$681.3K	QoQ NEW(+$681.3K) YoY NEW(+$681.3K)
Watsco Inc(WSOcusip942622200)	1.3K	QoQ +76.88% (+582) YoY NEW(+1.3K)	All Managers (Combined)	$680.8K	QoQ +89.78% (+$322.1K) YoY NEW(+$680.8K)
Dominos Pizza Inc(DPZcusip25754A201)	1.5K	QoQ +65.43% (+583) YoY +114.24% (+786)	All Managers (Combined)	$677.7K	QoQ +80.99% (+$303.3K) YoY +97.97% (+$335.4K)
(cusip92204A603)✕	2.7K	QoQ -2.04% (-57) YoY -2.94% (-83)	All Managers (Combined)	$676.5K	QoQ -4.68% (-$33.2K) YoY -1.57% (-$10.8K)
Nrg Energy, Inc.(NRGcusip629377508)	7.1K	QoQ +27.37% (+1.5K) YoY +19.76% (+1.2K)	All Managers (Combined)	$676.1K	QoQ +34.78% (+$174.5K) YoY +68.90% (+$275.8K)
Trade Desk, Inc.(TTDcusip88339J105)	12.4K	QoQ +36.63% (-3.3K) YoY +49.64% (-4.1K)	All Managers (Combined)	$675.9K	QoQ -36.38% (-$386.6K) YoY -6.32% (-$45.7K)
Renaissancere Holdings Ltd(RNRcusipG7496G103)	2.8K	QoQ -41.57% (-2.0K) YoY -27.55% (-1.1K)	All Managers (Combined)	$674.7K	QoQ -43.63% (-$522.4K) YoY -26.01% (-$237.3K)
Labcorp Holdings Inc.(LHcusip504922105)	2.9K	QoQ +25.72% (+592) YoY NEW(+2.9K)	All Managers (Combined)	$673.3K	QoQ +27.60% (+$145.7K) YoY NEW(+$673.3K)
(cusip97717W505)✕	13.5K	QoQ +24.04% (+2.6K) YoY +24.04% (+2.6K)	All Managers (Combined)	$670.5K	QoQ +20.51% (+$114.2K) YoY +25.95% (+$138.2K)
Us Foods Holding Corp.(USFDcusip912008109)	10.2K	QoQ +2.70% (-268) YoY +113.30% (+5.4K)	All Managers (Combined)	$666.3K	QoQ -0.34% (-$2.3K) YoY +158.71% (+$408.8K)
(cusip08579W103)✕	9.5K	QoQ NEW(+9.5K) YoY NEW(+9.5K)	All Managers (Combined)	$664.5K	QoQ NEW(+$664.5K) YoY NEW(+$664.5K)