Hb Wealth Management, LLC

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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

SEC FilingSEC DataHachi Filing

Manager:

1,197 positions • $11,094,074.664K total value

1,197 positions

Manager:

SEC FilingSEC DataHachi Filing

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Paycom Software, Inc.

PAYC|70432V102

1387(+16.9%)

Value:

$303.0M(+24.6%)

CURTISS WRIGHT CORP

CW|231561101

955

Value:

$303.0M

Evercore Inc.

EVR|29977A105

1516(+92.4%)

Value:

$302.8M(+38.6%)

92206C730

VONE|92206C730

1191

Value:

$302.5M

AKAMAI TECHNOLOGIES INC

AKAM|00971T101

3751(+20.9%)

Value:

$302.0M(+1.8%)

MARKETAXESS HOLDINGS INC

MKTX|57060D108

1385

Value:

$299.6M

46137V142

4644

Value:

$299.6M

ING GROEP NV

ING|456837103

15269(+35.3%)

Value:

$299.1M(+69.2%)

MUELLER INDUSTRIES INC

MLI|624756102

3926

Value:

$298.9M

46435U556

9504

Value:

$298.9M

RIO TINTO PLC

RIO|767204100

4973

Value:

$298.8M

EASTGROUP PROPERTIES INC

EGP|277276101

1694(+29.0%)

Value:

$298.6M(+41.7%)

389638107

19587(+103.7%)

Value:

$298.1M(+10.6%)

97717W802

7000

Value:

$297.2M

TELEDYNE TECHNOLOGIES INC

TDY|879360105

596

Value:

$297.0M

464289859

3871(+5.3%)

Value:

$296.1M(+5.2%)

WESCO INTERNATIONAL INC

WCC|95082P105

1906(+9.7%)

Value:

$296.0M(-5.8%)

CANADIAN IMPERIAL BANK OF COMMERCE /CAN/

CM|136069101

5227(+45.1%)

Value:

$294.3M(+29.2%)

EAST WEST BANCORP INC

EWBC|27579R104

3245(+21.3%)

Value:

$291.3M(+13.7%)

TD SYNNEX CORP

SNX|87162W100

2800(+17.5%)

Value:

$291.1M(+4.2%)

Instrument	Shares		Other Manager	Value
Paycom Software, Inc.(PAYCcusip70432V102)	1.4K	QoQ +16.94% (+201) YoY NEW(+1.4K)	All Managers (Combined)	$303.0K	QoQ +24.65% (+$59.9K) YoY NEW(+$303.0K)
Curtiss Wright Corp(CWcusip231561101)	955	QoQ NEW(+955) YoY NEW(+955)	All Managers (Combined)	$303.0K	QoQ NEW(+$303.0K) YoY NEW(+$303.0K)
Evercore Inc.(EVRcusip29977A105)	1.5K	QoQ +92.38% (+728) YoY NEW(+1.5K)	All Managers (Combined)	$302.8K	QoQ +38.61% (+$84.3K) YoY NEW(+$302.8K)
(VONEcusip92206C730)	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$302.5K	QoQ NEW(+$302.5K) YoY NEW(+$302.5K)
Akamai Technologies Inc(AKAMcusip00971T101)	3.8K	QoQ +20.92% (+649) YoY +77.85% (+1.6K)	All Managers (Combined)	$302.0K	QoQ +1.76% (+$5.3K) YoY +31.64% (+$72.6K)
Marketaxess Holdings Inc(MKTXcusip57060D108)	1.4K	QoQ NEW(+1.4K) YoY NEW(+1.4K)	All Managers (Combined)	$299.6K	QoQ NEW(+$299.6K) YoY NEW(+$299.6K)
(cusip46137V142)✕	4.6K	QoQ NEW(+4.6K) YoY NEW(+4.6K)	All Managers (Combined)	$299.6K	QoQ NEW(+$299.6K) YoY NEW(+$299.6K)
Ing Groep Nv(INGcusip456837103)	15.3K	QoQ +35.30% (+4.0K) YoY NEW(+15.3K)	All Managers (Combined)	$299.1K	QoQ +69.15% (+$122.3K) YoY NEW(+$299.1K)
Mueller Industries Inc(MLIcusip624756102)	3.9K	QoQ NEW(+3.9K) YoY NEW(+3.9K)	All Managers (Combined)	$298.9K	QoQ NEW(+$298.9K) YoY NEW(+$298.9K)
(cusip46435U556)✕	9.5K	QoQ NEW(+9.5K) YoY NEW(+9.5K)	All Managers (Combined)	$298.9K	QoQ NEW(+$298.9K) YoY NEW(+$298.9K)
Rio Tinto Plc(RIOcusip767204100)	5.0K	QoQ NEW(+5.0K) YoY +40.87% (+1.4K)	All Managers (Combined)	$298.8K	QoQ NEW(+$298.8K) YoY +32.77% (+$73.8K)
Eastgroup Properties Inc(EGPcusip277276101)	1.7K	QoQ +29.01% (+381) YoY NEW(+1.7K)	All Managers (Combined)	$298.6K	QoQ +41.68% (+$87.8K) YoY NEW(+$298.6K)
(cusip389638107)✕	19.6K	QoQ +103.69% (+10.0K) YoY NEW(+19.6K)	All Managers (Combined)	$298.1K	QoQ +10.64% (+$28.7K) YoY NEW(+$298.1K)
(cusip97717W802)✕	7.0K	QoQ NEW(+7.0K) YoY NEW(+7.0K)	All Managers (Combined)	$297.2K	QoQ NEW(+$297.2K) YoY NEW(+$297.2K)
Teledyne Technologies Inc(TDYcusip879360105)	596	QoQ NEW(+596) YoY NEW(+596)	All Managers (Combined)	$297.0K	QoQ NEW(+$297.0K) YoY NEW(+$297.0K)
(cusip464289859)✕	3.9K	QoQ +5.30% (+195) YoY +27.12% (+826)	All Managers (Combined)	$296.1K	QoQ +5.15% (+$14.5K) YoY +32.38% (+$72.4K)
Wesco International Inc(WCCcusip95082P105)	1.9K	QoQ +9.72% (-169) YoY NEW(+1.9K)	All Managers (Combined)	$296.0K	QoQ -5.83% (-$18.3K) YoY NEW(+$296.0K)
Canadian Imperial Bank Of Commerce /Can/(CMcusip136069101)	5.2K	QoQ +45.07% (+1.6K) YoY NEW(+5.2K)	All Managers (Combined)	$294.3K	QoQ +29.17% (+$66.5K) YoY NEW(+$294.3K)
East West Bancorp Inc(EWBCcusip27579R104)	3.2K	QoQ +21.26% (+569) YoY NEW(+3.2K)	All Managers (Combined)	$291.3K	QoQ +13.66% (+$35.0K) YoY NEW(+$291.3K)
Td Synnex Corp(SNXcusip87162W100)	2.8K	QoQ +17.54% (+418) YoY NEW(+2.8K)	All Managers (Combined)	$291.1K	QoQ +4.19% (+$11.7K) YoY NEW(+$291.1K)