Hb Wealth Management, LLC

Filing Details

13F-HR • 2025-03-31
SEC
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

1,197 positions
Manager:
SEC
Search and click to pin securities to the top
Page 41 of 60
POOL CORP
POOL|73278L105
Shares:
1332(+16.0%)
Value:
$424.2M(+8.4%)
AECOM
ACM|00766T100
Shares:
4547(-3.9%)
Value:
$421.7M(-16.6%)
Synchrony Financial
SYF|87165B103
Shares:
7954(+25.5%)
Value:
$421.1M(+2.2%)
British American Tobacco p.l.c.
BTI|110448107
Shares:
10156(+47.3%)
Value:
$420.2M(+67.7%)
Fox Corp
FOXA|35137L105
Shares:
7413
Value:
$419.6M
FIRSTENERGY CORP
FE|337932107
Shares:
10377(+8.8%)
Value:
$419.4M(+10.5%)
92189F411
92189F411
Shares:
24989(+0.0%)
Value:
$418.8M(+0.8%)
PG&E Corp
PCG|69331C108
Shares:
24188(-15.0%)
Value:
$415.6M(-27.6%)
Aptiv PLC
APTV|G3265R107
Shares:
6951
Value:
$413.6M
National Vision Holdings, Inc.
EYE|63845R107
Shares:
32297(+0.6%)
Value:
$412.8M(+23.4%)
AMEREN CORP
AEE|023608102
Shares:
4110(+5.1%)
Value:
$412.7M(+18.3%)
Atlantic Union Bankshares Corp
AUB|04911A107
Shares:
13206
Value:
$411.3M
WATERS CORP /DE/
WAT|941848103
Shares:
1115(+15.7%)
Value:
$411.0M(+14.9%)
464287242
464287242
Shares:
3778(-11.8%)
Value:
$410.6M(-10.3%)
United Airlines Holdings, Inc.
UAL|910047109
Shares:
5937(+56.4%)
Value:
$409.9M(+11.2%)
Pure Storage, Inc.
PSTG|74624M102
Shares:
9249(+4.8%)
Value:
$409.5M(-24.5%)
Controladora Vuela Compania de Aviacion, S.A.B. de C.V.
VLRS|21240E105
Shares:
78313(+0.0%)
Value:
$408.8M(-29.8%)
00162Q452
00162Q452
Shares:
7856(+27.9%)
Value:
$408.0M(+38.3%)
464287176
464287176
Shares:
3670(-13.4%)
Value:
$407.8M(-9.8%)
LOUISIANA-PACIFIC CORP
LPX|546347105
Shares:
4421(+7.4%)
Value:
$406.6M(-4.6%)