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 42 of 60
14020W106
Shares:
11218(+0.0%)
Value:
$399.8M(+1.1%)
67092P201
Shares:
5088(+53.6%)
Value:
$398.3M(+40.1%)
33734K109
Shares:
3863(-39.3%)
Value:
$395.8M(-40.4%)
46138J619
Shares:
7418(-10.5%)
Value:
$395.5M(-12.0%)
92647N873
Shares:
6752(+26.8%)
Value:
$387.6M(+22.6%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Ubs Group Ag(UBScusipH42097107) | 13.1K | QoQ -0.67% (-89)YoY NEW(+13.1K) | All Managers (Combined) | $402.5K | YoY NEW(+$402.5K) |
6.8K | All Managers (Combined) | $402.4K | |||
Ferrari N.V.(RACEcusipN3167Y103) | 935 | All Managers (Combined) | $400.1K | ||
(cusip14020W106)✕ | 11.2K | QoQ 0.00% (+0)YoY NEW(+11.2K) | All Managers (Combined) | $399.8K | YoY NEW(+$399.8K) |
918 | YoY NEW(+918) | All Managers (Combined) | $398.4K | YoY NEW(+$398.4K) | |
(cusip67092P201)✕ | 5.1K | YoY NEW(+5.1K) | All Managers (Combined) | $398.3K | YoY NEW(+$398.3K) |
8.4K | All Managers (Combined) | $396.2K | |||
(cusip33734K109)✕ | 3.9K | All Managers (Combined) | $395.8K | ||
10.1K | YoY NEW(+10.1K) | All Managers (Combined) | $395.5K | YoY NEW(+$395.5K) | |
(cusip46138J619)✕ | 7.4K | YoY NEW(+7.4K) | All Managers (Combined) | $395.5K | YoY NEW(+$395.5K) |
Twilio Inc(TWLOcusip90138F102) | 4.0K | YoY NEW(+4.0K) | All Managers (Combined) | $395.2K | YoY NEW(+$395.2K) |
3.4K | YoY NEW(+3.4K) | All Managers (Combined) | $392.7K | YoY NEW(+$392.7K) | |
1.8K | All Managers (Combined) | $392.5K | |||
12.6K | QoQ NEW(+12.6K) YoY NEW(+12.6K) | All Managers (Combined) | $392.5K | QoQ NEW(+$392.5K) YoY NEW(+$392.5K) | |
Borgwarner Inc(BWAcusip099724106) | 13.6K | All Managers (Combined) | $390.9K | ||
8.0K | YoY NEW(+8.0K) | All Managers (Combined) | $387.7K | YoY NEW(+$387.7K) | |
(cusip92647N873)✕ | 6.8K | All Managers (Combined) | $387.6K | ||
1.8K | YoY NEW(+1.8K) | All Managers (Combined) | $387.6K | YoY NEW(+$387.6K) | |
Hubbell Inc(HUBBcusip443510607) | 1.2K | YoY NEW(+1.2K) | All Managers (Combined) | $387.5K | YoY NEW(+$387.5K) |
Halliburton Co(HALcusip406216101) | 15.2K | All Managers (Combined) | $385.9K |