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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316092808

2942(+0.4%)

Value:

$474.5M(-12.4%)

Roblox Corp

RBLX|771049103

8126

Value:

$473.7M

81369Y100

XLB|81369Y100

5508(+12.1%)

Value:

$473.6M(+14.6%)

Expedia Group, Inc.

EXPE|30212P303

2815(+34.7%)

Value:

$473.2M(+21.5%)

33739E108

26861(+0.4%)

Value:

$472.5M(-0.2%)

RALPH LAUREN CORP

RL|751212101

2134(+81.2%)

Value:

$471.2M(+73.1%)

NVR INC

NVR|62944T105

65(+25.0%)

Value:

$470.9M(+10.7%)

INTERPUBLIC GROUP OF COMPANIES, INC.

IPG|460690100

17228(+8.8%)

Value:

$467.9M(+5.4%)

389637109

7171(-43.2%)

Value:

$467.3M(-50.0%)

BEST BUY CO INC

BBY|086516101

6348(+2.4%)

Value:

$467.3M(-12.2%)

464287440

IEF|464287440

4851(+72.9%)

Value:

$462.6M(+78.4%)

BXP, Inc.

BXP|101121101

6850(+3.9%)

Value:

$460.3M(-6.1%)

VERISIGN INC/CA

VRSN|92343E102

1808(+16.8%)

Value:

$459.0M(+43.3%)

DEXCOM INC

DXCM|252131107

6710(+62.1%)

Value:

$458.3M(+42.4%)

Extra Space Storage Inc.

EXR|30225T102

3082(+13.9%)

Value:

$457.6M(+13.1%)

MONROE CAPITAL Corp

MRCC|610335101

58414(+3.2%)

Value:

$455.6M(-5.3%)

Sprouts Farmers Market, Inc.

SFM|85208M102

2969(+12.5%)

Value:

$453.2M(+35.2%)

GSK plc

GSK|37733W204

11680(+24.9%)

Value:

$452.5M(+43.1%)

25434V815

16040

Value:

$451.5M

PULTEGROUP INC/MI/

PHM|745867101

4381(+42.6%)

Value:

$450.4M(+34.6%)

Instrument	Shares		Other Manager	Value
(cusip316092808)✕	2.9K	QoQ +0.37% (-11) YoY +0.99% (+29)	All Managers (Combined)	$474.5K	QoQ -12.45% (-$67.5K) YoY +4.51% (+$20.5K)
Roblox Corp(RBLXcusip771049103)	8.1K	QoQ NEW(+8.1K) YoY NEW(+8.1K)	All Managers (Combined)	$473.7K	QoQ NEW(+$473.7K) YoY NEW(+$473.7K)
(XLBcusip81369Y100)	5.5K	QoQ +12.13% (+596) YoY +88.50% (+2.6K)	All Managers (Combined)	$473.6K	QoQ +14.59% (+$60.3K) YoY +74.49% (+$202.2K)
Expedia Group, Inc.(EXPEcusip30212P303)	2.8K	QoQ +34.68% (+725) YoY +15.51% (+378)	All Managers (Combined)	$473.2K	QoQ +21.51% (+$83.8K) YoY +40.96% (+$137.5K)
(cusip33739E108)✕	26.9K	QoQ +0.43% (-117) YoY NEW(+26.9K)	All Managers (Combined)	$472.5K	QoQ -0.18% (-$884) YoY NEW(+$472.5K)
Ralph Lauren Corp(RLcusip751212101)	2.1K	QoQ +81.15% (+956) YoY NEW(+2.1K)	All Managers (Combined)	$471.2K	QoQ +73.08% (+$199.0K) YoY NEW(+$471.2K)
Nvr Inc(NVRcusip62944T105)	65	QoQ +25.00% (+13) YoY +44.44% (+20)	All Managers (Combined)	$470.9K	QoQ +10.71% (+$45.6K) YoY +29.18% (+$106.4K)
Interpublic Group Of Companies, Inc.(IPGcusip460690100)	17.2K	QoQ +8.76% (+1.4K) YoY +50.79% (+5.8K)	All Managers (Combined)	$467.9K	QoQ +5.43% (+$24.1K) YoY +25.51% (+$95.1K)
(cusip389637109)✕	7.2K	QoQ -43.22% (-5.5K) YoY NEW(+7.2K)	All Managers (Combined)	$467.3K	QoQ -50.01% (-$467.5K) YoY NEW(+$467.3K)
Best Buy Co Inc(BBYcusip086516101)	6.3K	QoQ +2.40% (-149) YoY +28.39% (+1.4K)	All Managers (Combined)	$467.3K	QoQ -12.15% (-$64.7K) YoY +15.22% (+$61.8K)
(IEFcusip464287440)	4.9K	QoQ +72.94% (+2.0K) YoY NEW(+4.9K)	All Managers (Combined)	$462.6K	QoQ +78.40% (+$203.3K) YoY NEW(+$462.6K)
Bxp, Inc.(BXPcusip101121101)	6.8K	QoQ +3.89% (-257) YoY NEW(+6.8K)	All Managers (Combined)	$460.3K	QoQ -6.11% (-$30.0K) YoY NEW(+$460.3K)
Verisign Inc/Ca(VRSNcusip92343E102)	1.8K	QoQ +16.79% (+260) YoY +14.64% (+231)	All Managers (Combined)	$459.0K	QoQ +43.27% (+$138.6K) YoY +53.58% (+$160.1K)
Dexcom Inc(DXCMcusip252131107)	6.7K	QoQ +62.15% (+2.6K) YoY +35.41% (-1.8K)	All Managers (Combined)	$458.3K	QoQ +42.36% (+$136.4K) YoY -33.32% (-$229.1K)
Extra Space Storage Inc.(EXRcusip30225T102)	3.1K	QoQ +13.89% (+376) YoY +100.52% (+1.5K)	All Managers (Combined)	$457.6K	QoQ +13.05% (+$52.8K) YoY +102.55% (+$231.7K)
Monroe Capital Corp(MRCCcusip610335101)	58.4K	QoQ +3.20% (-1.8K) YoY +16.90% (+8.4K)	All Managers (Combined)	$455.6K	QoQ -5.29% (-$25.5K) YoY +26.64% (+$95.9K)
Sprouts Farmers Market, Inc.(SFMcusip85208M102)	3.0K	QoQ +12.54% (+331) YoY NEW(+3.0K)	All Managers (Combined)	$453.2K	QoQ +35.19% (+$118.0K) YoY NEW(+$453.2K)
Gsk Plc(GSKcusip37733W204)	11.7K	QoQ +24.90% (+2.3K) YoY NEW(+11.7K)	All Managers (Combined)	$452.5K	QoQ +43.07% (+$136.2K) YoY NEW(+$452.5K)
(cusip25434V815)✕	16.0K	QoQ NEW(+16.0K) YoY NEW(+16.0K)	All Managers (Combined)	$451.5K	QoQ NEW(+$451.5K) YoY NEW(+$451.5K)
Pultegroup Inc/Mi/(PHMcusip745867101)	4.4K	QoQ +42.56% (+1.3K) YoY +79.91% (+1.9K)	All Managers (Combined)	$450.4K	QoQ +34.59% (+$115.8K) YoY +53.35% (+$156.7K)