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 41 of 60
92189F411
Shares:
24989(+0.0%)
Value:
$418.8M(+0.8%)
464287242
Shares:
3778(-11.8%)
Value:
$410.6M(-10.3%)
Shares:
78313(+0.0%)
Value:
$408.8M(-29.8%)
00162Q452
Shares:
7856(+27.9%)
Value:
$408.0M(+38.3%)
464287176
Shares:
3670(-13.4%)
Value:
$407.8M(-9.8%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
1.3K | All Managers (Combined) | $424.2K | |||
4.5K | QoQ -3.90% (-185)YoY NEW(+4.5K) | All Managers (Combined) | $421.7K | YoY NEW(+$421.7K) | |
8.0K | All Managers (Combined) | $421.1K | |||
10.2K | YoY NEW(+10.2K) | All Managers (Combined) | $420.2K | YoY NEW(+$420.2K) | |
7.4K | QoQ NEW(+7.4K) YoY NEW(+7.4K) | All Managers (Combined) | $419.6K | QoQ NEW(+$419.6K) YoY NEW(+$419.6K) | |
Firstenergy Corp(FEcusip337932107) | 10.4K | All Managers (Combined) | $419.4K | ||
(cusip92189F411)✕ | 25.0K | QoQ 0.00% (+0) | All Managers (Combined) | $418.8K | |
24.2K | All Managers (Combined) | $415.6K | |||
7.0K | QoQ NEW(+7.0K) YoY NEW(+7.0K) | All Managers (Combined) | $413.6K | QoQ NEW(+$413.6K) YoY NEW(+$413.6K) | |
32.3K | QoQ +0.62% (+200)YoY NEW(+32.3K) | All Managers (Combined) | $412.8K | YoY NEW(+$412.8K) | |
Ameren Corp(AEEcusip023608102) | 4.1K | QoQ +5.06% (+198)YoY NEW(+4.1K) | All Managers (Combined) | $412.7K | YoY NEW(+$412.7K) |
13.2K | QoQ NEW(+13.2K) YoY NEW(+13.2K) | All Managers (Combined) | $411.3K | QoQ NEW(+$411.3K) YoY NEW(+$411.3K) | |
Waters Corp /De/(WATcusip941848103) | 1.1K | YoY NEW(+1.1K) | All Managers (Combined) | $411.0K | YoY NEW(+$411.0K) |
(cusip464287242)✕ | 3.8K | All Managers (Combined) | $410.6K | ||
5.9K | YoY NEW(+5.9K) | All Managers (Combined) | $409.9K | YoY NEW(+$409.9K) | |
9.2K | All Managers (Combined) | $409.5K | |||
78.3K | QoQ 0.00% (-0) | All Managers (Combined) | $408.8K | ||
(cusip00162Q452)✕ | 7.9K | All Managers (Combined) | $408.0K | ||
(cusip464287176)✕ | 3.7K | All Managers (Combined) | $407.8K | ||
4.4K | All Managers (Combined) | $406.6K |