Hb-Wealth-Management

Filing Details

13F-HR2025-03-31
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
Manager Name
Hb-Wealth-Management
Data Enrichment
80% identified
962 identified235 unidentified

Holdings

1,197 positions • $11.1B total value
Manager:
Search and click to pin securities to the top
Page 45 of 60
STIFEL FINANCIAL CORP
Shares:3.7K
Value:$351.4K
% of Portfolio:0.0% ($351.4K/$11.1B)
Kimbell Royalty Partners, LP
Shares:25.0K
Value:$350.0K
% of Portfolio:0.0% ($350.0K/$11.1B)
Seagate Technology Holdings plc
Shares:4.1K
Value:$349.9K
% of Portfolio:0.0% ($349.9K/$11.1B)
97717X560
Shares:11.2K
Value:$349.9K
% of Portfolio:0.0% ($349.9K/$11.1B)
COCA-COLA EUROPACIFIC PARTNERS plc
Shares:4.0K
Value:$349.5K
% of Portfolio:0.0% ($349.5K/$11.1B)
HSBC HOLDINGS PLC
Shares:6.1K
Value:$348.8K
% of Portfolio:0.0% ($348.8K/$11.1B)
78464A789
Shares:5.8K
Value:$348.7K
% of Portfolio:0.0% ($348.7K/$11.1B)
Cloudflare, Inc.
Shares:3.1K
Value:$348.7K
% of Portfolio:0.0% ($348.7K/$11.1B)
00888H505
Shares:9.9K
Value:$348.0K
% of Portfolio:0.0% ($348.0K/$11.1B)
ITT INC.
Shares:2.7K
Value:$347.9K
% of Portfolio:0.0% ($347.9K/$11.1B)
WYNDHAM HOTELS & RESORTS, INC.
Shares:3.8K
Value:$347.5K
% of Portfolio:0.0% ($347.5K/$11.1B)
Datadog, Inc.
Shares:3.5K
Value:$346.2K
% of Portfolio:0.0% ($346.2K/$11.1B)
025072315
Shares:6.7K
Value:$345.5K
% of Portfolio:0.0% ($345.5K/$11.1B)
88339Y102
Shares:12.3K
Value:$343.1K
% of Portfolio:0.0% ($343.1K/$11.1B)
Broadstone Net Lease, Inc.
Shares:20.1K
Value:$342.5K
% of Portfolio:0.0% ($342.5K/$11.1B)
Ameris Bancorp
Shares:5.9K
Value:$342.0K
% of Portfolio:0.0% ($342.0K/$11.1B)
DraftKings Inc.
Shares:10.2K
Value:$339.6K
% of Portfolio:0.0% ($339.6K/$11.1B)
Crane Co
Shares:2.2K
Value:$339.1K
% of Portfolio:0.0% ($339.1K/$11.1B)
Encompass Health Corp
Shares:3.3K
Value:$338.9K
% of Portfolio:0.0% ($338.9K/$11.1B)
WESTERN DIGITAL CORP
Shares:8.3K
Value:$337.0K
% of Portfolio:0.0% ($337.0K/$11.1B)