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 36 of 60
46435U218
Shares:
6095(+97.0%)
Value:
$584.0M(+83.2%)
46138J643
Shares:
28588(+0.5%)
Value:
$581.8M(+1.6%)
25434V609
Shares:
10732(-7.3%)
Value:
$552.6M(-14.3%)
092528603
Shares:
10278
Value:
$538.4M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
3.0K | All Managers (Combined) | $584.2K | |||
(cusip46435U218)✕ | 6.1K | YoY NEW(+6.1K) | All Managers (Combined) | $584.0K | YoY NEW(+$584.0K) |
(cusip46138J643)✕ | 28.6K | All Managers (Combined) | $581.8K | ||
8.9K | YoY NEW(+8.9K) | All Managers (Combined) | $581.6K | YoY NEW(+$581.6K) | |
Snowflake Inc.(SNOWcusip833445109) | 3.9K | All Managers (Combined) | $576.5K | ||
4.9K | All Managers (Combined) | $569.5K | |||
7.0K | All Managers (Combined) | $558.3K | |||
Steris Plc(STEcusipG8473T100) | 2.5K | QoQ NEW(+2.5K) YoY NEW(+2.5K) | All Managers (Combined) | $556.2K | QoQ NEW(+$556.2K) YoY NEW(+$556.2K) |
J M Smucker Co(SJMcusip832696405) | 4.7K | All Managers (Combined) | $553.3K | ||
(cusip25434V609)✕ | 10.7K | All Managers (Combined) | $552.6K | ||
6.3K | All Managers (Combined) | $551.8K | |||
Carvana Co.(CVNAcusip146869102) | 2.6K | QoQ -3.44% (-93)YoY -6.04% (-168) | All Managers (Combined) | $545.7K | |
Dte Energy Co(DTEcusip233331107) | 3.9K | All Managers (Combined) | $542.4K | ||
8.4K | YoY NEW(+8.4K) | All Managers (Combined) | $540.4K | YoY NEW(+$540.4K) | |
(cusip092528603)✕ | 10.3K | QoQ NEW(+10.3K) YoY NEW(+10.3K) | All Managers (Combined) | $538.4K | QoQ NEW(+$538.4K) YoY NEW(+$538.4K) |
959 | YoY NEW(+959) | All Managers (Combined) | $538.2K | YoY NEW(+$538.2K) | |
Nisource Inc.(NIcusip65473P105) | 13.4K | YoY NEW(+13.4K) | All Managers (Combined) | $538.2K | YoY NEW(+$538.2K) |
Corpay, Inc.(CPAYcusip219948106) | 1.5K | All Managers (Combined) | $538.1K | ||
4.1K | YoY NEW(+4.1K) | All Managers (Combined) | $537.3K | YoY NEW(+$537.3K) | |
5.8K | All Managers (Combined) | $537.3K |