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 33 of 60
46137V472
Shares:
7596
Value:
$695.3M
921078101
Shares:
22846
Value:
$688.6M
92204A603
Shares:
2732(-2.0%)
Value:
$676.5M(-4.7%)
97717W505
Shares:
13541(+24.0%)
Value:
$670.5M(+20.5%)
08579W103
Shares:
9519
Value:
$664.5M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Unum Group(UNMcusip91529Y106) | 8.6K | YoY NEW(+8.6K) | All Managers (Combined) | $697.7K | 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) |
4.5K | All Managers (Combined) | $689.9K | |||
Tredegar Corp(TGcusip894650100) | 89.6K | All Managers (Combined) | $689.8K | ||
5.4K | QoQ +3.43% (+178)YoY NEW(+5.4K) | All Managers (Combined) | $689.6K | 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) |
350 | All Managers (Combined) | $683.6K | |||
Tapestry, Inc.(TPRcusip876030107) | 9.7K | YoY NEW(+9.7K) | All Managers (Combined) | $682.9K | YoY NEW(+$682.9K) |
5.6K | All Managers (Combined) | $681.6K | |||
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 | YoY NEW(+1.3K) | All Managers (Combined) | $680.8K | YoY NEW(+$680.8K) |
1.5K | All Managers (Combined) | $677.7K | |||
(cusip92204A603)✕ | 2.7K | QoQ -2.04% (-57)YoY -2.94% (-83) | All Managers (Combined) | $676.5K | |
Nrg Energy, Inc.(NRGcusip629377508) | 7.1K | All Managers (Combined) | $676.1K | ||
Trade Desk, Inc.(TTDcusip88339J105) | 12.4K | All Managers (Combined) | $675.9K | ||
2.8K | All Managers (Combined) | $674.7K | |||
2.9K | YoY NEW(+2.9K) | All Managers (Combined) | $673.3K | YoY NEW(+$673.3K) | |
(cusip97717W505)✕ | 13.5K | All Managers (Combined) | $670.5K | ||
10.2K | All Managers (Combined) | $666.3K | |||
(cusip08579W103)✕ | 9.5K | QoQ NEW(+9.5K) YoY NEW(+9.5K) | All Managers (Combined) | $664.5K | QoQ NEW(+$664.5K) YoY NEW(+$664.5K) |