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 38 of 60
464287523
Shares:
2720(+1.1%)
Value:
$511.8M(-11.7%)
46435G326
Shares:
7269(+6.0%)
Value:
$500.8M(+13.2%)
46138G870
Shares:
20359(+0.6%)
Value:
$493.5M(+0.8%)
025072372
Shares:
10180
Value:
$480.1M
464287556
Shares:
3728(+56.3%)
Value:
$476.9M(+51.2%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip464287523)✕ | 2.7K | QoQ +1.11% (-30) | All Managers (Combined) | $511.8K | |
Hdfc Bank Ltd(HDBcusip40415F101) | 7.7K | YoY NEW(+7.7K) | All Managers (Combined) | $510.3K | YoY NEW(+$510.3K) |
18.0K | QoQ -0.03% (-7)YoY NEW(+18.0K) | All Managers (Combined) | $507.2K | YoY NEW(+$507.2K) | |
Tc Energy Corp(TRPcusip87807B107) | 10.7K | YoY NEW(+10.7K) | All Managers (Combined) | $503.7K | YoY NEW(+$503.7K) |
4.8K | All Managers (Combined) | $502.7K | |||
4.7K | YoY NEW(+4.7K) | All Managers (Combined) | $502.1K | YoY NEW(+$502.1K) | |
Snap-On Inc(SNAcusip833034101) | 1.5K | YoY NEW(+1.5K) | All Managers (Combined) | $501.9K | YoY NEW(+$501.9K) |
(cusip46435G326)✕ | 7.3K | QoQ +5.97% (+410)YoY NEW(+7.3K) | All Managers (Combined) | $500.8K | YoY NEW(+$500.8K) |
Transunion(TRUcusip89400J107) | 6.0K | All Managers (Combined) | $500.6K | ||
5.2K | All Managers (Combined) | $498.9K | |||
3.4K | All Managers (Combined) | $495.3K | |||
(cusip46138G870)✕ | 20.4K | All Managers (Combined) | $493.5K | ||
Kraft Heinz Co(KHCcusip500754106) | 16.2K | All Managers (Combined) | $493.1K | ||
14.6K | YoY NEW(+14.6K) | All Managers (Combined) | $490.8K | YoY NEW(+$490.8K) | |
Ciena Corp(CIENcusip171779309) | 8.0K | All Managers (Combined) | $481.7K | ||
6.7K | YoY NEW(+6.7K) | All Managers (Combined) | $480.5K | 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) |
1.5K | YoY NEW(+1.5K) | All Managers (Combined) | $479.9K | YoY NEW(+$479.9K) | |
(cusip464287556)✕ | 3.7K | All Managers (Combined) | $476.9K | ||
Amdocs Ltd(DOXcusipG02602103) | 5.2K | YoY NEW(+5.2K) | All Managers (Combined) | $476.0K | YoY NEW(+$476.0K) |