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 37 of 60
Shares:
10589(+1.8%)
Value:
$528.0M(-6.4%)
464288521
Shares:
9135(+5.2%)
Value:
$526.2M(+5.7%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
6.0K | QoQ NEW(+6.0K) YoY NEW(+6.0K) | All Managers (Combined) | $537.1K | QoQ NEW(+$537.1K) YoY NEW(+$537.1K) | |
4.9K | YoY NEW(+4.9K) | All Managers (Combined) | $534.7K | YoY NEW(+$534.7K) | |
8.4K | All Managers (Combined) | $534.7K | |||
94.3K | YoY NEW(+94.3K) | All Managers (Combined) | $532.8K | YoY NEW(+$532.8K) | |
3.8K | YoY NEW(+3.8K) | All Managers (Combined) | $531.3K | YoY NEW(+$531.3K) | |
Carmax Inc(KMXcusip143130102) | 6.8K | All Managers (Combined) | $528.7K | ||
10.6K | QoQ +1.83% (-191)YoY +1.85% (+193) | All Managers (Combined) | $528.0K | ||
(cusip464288521)✕ | 9.1K | QoQ +5.19% (+451)YoY NEW(+9.1K) | All Managers (Combined) | $526.2K | YoY NEW(+$526.2K) |
7.9K | QoQ NEW(+7.9K) YoY NEW(+7.9K) | All Managers (Combined) | $525.6K | QoQ NEW(+$525.6K) YoY NEW(+$525.6K) | |
12.0K | QoQ +5.77% (-657)YoY NEW(+12.0K) | All Managers (Combined) | $524.7K | YoY NEW(+$524.7K) | |
Ventas, Inc.(VTRcusip92276F100) | 7.6K | YoY NEW(+7.6K) | All Managers (Combined) | $524.1K | YoY NEW(+$524.1K) |
Globe Life Inc.(GLcusip37959E102) | 4.0K | All Managers (Combined) | $522.9K | ||
25.8K | YoY NEW(+25.8K) | All Managers (Combined) | $521.0K | YoY NEW(+$521.0K) | |
11.5K | All Managers (Combined) | $518.4K | |||
6.2K | All Managers (Combined) | $517.6K | |||
Genpact Ltd(GcusipG3922B107) | 10.2K | QoQ +0.13% (+14)YoY NEW(+10.2K) | All Managers (Combined) | $515.8K | YoY NEW(+$515.8K) |
Carnival Corp(CCLcusip143658300) | 26.4K | All Managers (Combined) | $515.8K | ||
4.1K | All Managers (Combined) | $515.0K | |||
1.8K | All Managers (Combined) | $514.7K | |||
9.8K | YoY NEW(+9.8K) | All Managers (Combined) | $513.7K | YoY NEW(+$513.7K) |