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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464287523

2720(+1.1%)

Value:

$511.8M(-11.7%)

HDFC BANK LTD

HDB|40415F101

7680(+110.5%)

Value:

$510.3M(+119.0%)

UNITED COMMUNITY BANKS INC

UCB|90984P303

18030(-0.0%)

Value:

$507.2M(-13.0%)

TC ENERGY CORP

TRP|87807B107

10667(+83.9%)

Value:

$503.7M(+86.5%)

464288414

MUB|464288414

4767(+6.0%)

Value:

$502.7M(+4.9%)

PINNACLE FINANCIAL PARTNERS INC

PNFP|72346Q104

4734(+46.8%)

Value:

$502.1M(+36.1%)

Snap-on Inc

SNA|833034101

1489(+73.3%)

Value:

$501.9M(+72.1%)

46435G326

7269(+6.0%)

Value:

$500.8M(+13.2%)

TransUnion

TRU|89400J107

6032(+15.2%)

Value:

$500.6M(+3.1%)

Allison Transmission Holdings Inc

ALSN|01973R101

5214(+9.3%)

Value:

$498.9M(-3.3%)

CINCINNATI FINANCIAL CORP

CINF|172062101

3353(+28.0%)

Value:

$495.3M(+31.6%)

46138G870

20359(+0.6%)

Value:

$493.5M(+0.8%)

Kraft Heinz Co

KHC|500754106

16203(+15.5%)

Value:

$493.1M(+14.4%)

SOUTHWEST AIRLINES CO

LUV|844741108

14617(+11.0%)

Value:

$490.8M(+10.9%)

CIENA CORP

CIEN|171779309

7971(+12.7%)

Value:

$481.7M(-19.7%)

Vertiv Holdings Co

VRT|92537N108

6655(+48.0%)

Value:

$480.5M(-6.0%)

025072372

10180

Value:

$480.1M

COMFORT SYSTEMS USA INC

FIX|199908104

1489(+116.4%)

Value:

$479.9M(+64.5%)

464287556

3728(+56.3%)

Value:

$476.9M(+51.2%)

AMDOCS LTD

DOX|G02602103

5202(+35.5%)

Value:

$476.0M(+45.6%)

Instrument	Shares		Other Manager	Value
(cusip464287523)✕	2.7K	QoQ +1.11% (-30) YoY +29.52% (+620)	All Managers (Combined)	$511.8K	QoQ -11.70% (-$67.8K) YoY +7.88% (+$37.4K)
Hdfc Bank Ltd(HDBcusip40415F101)	7.7K	QoQ +110.46% (+4.0K) YoY NEW(+7.7K)	All Managers (Combined)	$510.3K	QoQ +118.97% (+$277.2K) YoY NEW(+$510.3K)
United Community Banks Inc(UCBcusip90984P303)	18.0K	QoQ -0.03% (-7) YoY NEW(+18.0K)	All Managers (Combined)	$507.2K	QoQ -12.97% (-$75.6K) YoY NEW(+$507.2K)
Tc Energy Corp(TRPcusip87807B107)	10.7K	QoQ +83.91% (+4.9K) YoY NEW(+10.7K)	All Managers (Combined)	$503.7K	QoQ +86.46% (+$233.6K) YoY NEW(+$503.7K)
(MUBcusip464288414)	4.8K	QoQ +6.02% (+271) YoY +124.85% (+2.6K)	All Managers (Combined)	$502.7K	QoQ +4.93% (+$23.7K) YoY +120.36% (+$274.6K)
Pinnacle Financial Partners Inc(PNFPcusip72346Q104)	4.7K	QoQ +46.83% (+1.5K) YoY NEW(+4.7K)	All Managers (Combined)	$502.1K	QoQ +36.10% (+$133.2K) YoY NEW(+$502.1K)
Snap-On Inc(SNAcusip833034101)	1.5K	QoQ +73.34% (+630) YoY NEW(+1.5K)	All Managers (Combined)	$501.9K	QoQ +72.07% (+$210.2K) YoY NEW(+$501.9K)
(cusip46435G326)✕	7.3K	QoQ +5.97% (+410) YoY NEW(+7.3K)	All Managers (Combined)	$500.8K	QoQ +13.24% (+$58.6K) YoY NEW(+$500.8K)
Transunion(TRUcusip89400J107)	6.0K	QoQ +15.15% (+794) YoY +11.78% (+636)	All Managers (Combined)	$500.6K	QoQ +3.08% (+$15.0K) YoY +16.25% (+$70.0K)
Allison Transmission Holdings Inc(ALSNcusip01973R101)	5.2K	QoQ +9.26% (-442) YoY +11.69% (+546)	All Managers (Combined)	$498.9K	QoQ -3.25% (-$16.8K) YoY +31.68% (+$120.0K)
Cincinnati Financial Corp(CINFcusip172062101)	3.4K	QoQ +27.97% (+733) YoY +86.58% (+1.6K)	All Managers (Combined)	$495.3K	QoQ +31.59% (+$118.9K) YoY +121.98% (+$272.2K)
(cusip46138G870)✕	20.4K	QoQ +0.56% (+114) YoY -18.63% (-4.7K)	All Managers (Combined)	$493.5K	QoQ +0.77% (+$3.8K) YoY -17.02% (-$101.2K)
Kraft Heinz Co(KHCcusip500754106)	16.2K	QoQ +15.47% (+2.2K) YoY +27.59% (+3.5K)	All Managers (Combined)	$493.1K	QoQ +14.41% (+$62.1K) YoY +5.21% (+$24.5K)
Southwest Airlines Co(LUVcusip844741108)	14.6K	QoQ +10.99% (+1.4K) YoY NEW(+14.6K)	All Managers (Combined)	$490.8K	QoQ +10.86% (+$48.1K) YoY NEW(+$490.8K)
Ciena Corp(CIENcusip171779309)	8.0K	QoQ +12.72% (-900) YoY +46.17% (+2.5K)	All Managers (Combined)	$481.7K	QoQ -19.67% (-$118.0K) YoY +78.63% (+$212.0K)
Vertiv Holdings Co(VRTcusip92537N108)	6.7K	QoQ +47.95% (-2.2K) YoY NEW(+6.7K)	All Managers (Combined)	$480.5K	QoQ -6.02% (-$30.8K) YoY NEW(+$480.5K)
(cusip025072372)✕	10.2K	QoQ NEW(+10.2K) YoY NEW(+10.2K)	All Managers (Combined)	$480.1K	QoQ NEW(+$480.1K) YoY NEW(+$480.1K)
Comfort Systems Usa Inc(FIXcusip199908104)	1.5K	QoQ +116.42% (+801) YoY NEW(+1.5K)	All Managers (Combined)	$479.9K	QoQ +64.50% (+$188.2K) YoY NEW(+$479.9K)
(cusip464287556)✕	3.7K	QoQ +56.31% (+1.3K) YoY +112.66% (+2.0K)	All Managers (Combined)	$476.9K	QoQ +51.24% (+$161.6K) YoY +98.25% (+$236.4K)
Amdocs Ltd(DOXcusipG02602103)	5.2K	QoQ +35.50% (+1.4K) YoY NEW(+5.2K)	All Managers (Combined)	$476.0K	QoQ +45.62% (+$149.1K) YoY NEW(+$476.0K)