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
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Page 47 of 60
464287762
464287762
Shares:
5226(+11.5%)
Value:
$318.2M(+16.6%)
Jefferies Financial Group Inc.
JEF|47233W109
Shares:
5918(+9.8%)
Value:
$317.1M(-25.0%)
Coterra Energy Inc.
CTRA|127097103
Shares:
10959(+14.3%)
Value:
$316.7M(+29.4%)
PENTAIR plc
PNR|G7S00T104
Shares:
3604(+5.6%)
Value:
$315.3M(-8.2%)
EQUITY RESIDENTIAL
EQR|29476L107
Shares:
4404(+51.9%)
Value:
$315.2M(+51.5%)
MOLINA HEALTHCARE, INC.
MOH|60855R100
Shares:
956
Value:
$314.9M
Anheuser-Busch InBev SA/NV
BUD|03524A108
Shares:
5107(+9.0%)
Value:
$314.4M(+34.0%)
KBR, INC.
KBR|48242W106
Shares:
6297
Value:
$313.7M
STAG Industrial, Inc.
STAG|85254J102
Shares:
8651(-0.5%)
Value:
$312.5M(+6.3%)
ICICI BANK LTD
IBN|45104G104
Shares:
9886(+25.5%)
Value:
$311.6M(+32.5%)
808524755
FNDF|808524755
Shares:
8592(+25.0%)
Value:
$310.5M(+36.1%)
97717X701
97717X701
Shares:
6508(+34.2%)
Value:
$309.0M(+45.8%)
FS KKR Capital Corp
FSK|302635206
Shares:
14749(-23.3%)
Value:
$309.0M(-26.0%)
Stride, Inc.
LRN|86333M108
Shares:
2435
Value:
$308.0M
233051630
233051630
Shares:
11345(+0.0%)
Value:
$307.9M(+11.7%)
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.
BBVA|05946K101
Shares:
22517(+76.5%)
Value:
$306.7M(+147.3%)
Western Midstream Partners, LP
WES|958669103
Shares:
7444(+15.1%)
Value:
$304.9M(+22.7%)
91232N207
91232N207
Shares:
3934(+0.0%)
Value:
$304.2M(+2.4%)
TERADYNE, INC
TER|880770102
Shares:
3672(+19.1%)
Value:
$303.4M(-21.8%)
464288588
464288588
Shares:
3232(-26.1%)
Value:
$303.1M(-24.4%)