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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LOWES COMPANIES INC

LOW|548661107

56535(+6.5%)

Value:

$13.2B(+0.6%)

464287549

144021(+7.8%)

Value:

$13.1B(-4.3%)

464287622

IWB|464287622

41219(+55.7%)

Value:

$12.6B(+48.3%)

INTUITIVE SURGICAL INC

ISRG|46120E602

25111(+153.4%)

Value:

$12.4B(+140.5%)

921910840

MGV|921910840

94729(+6.8%)

Value:

$12.2B(+10.2%)

Uber Technologies, Inc

UBER|90353T100

167121(+363.6%)

Value:

$12.2B(+459.8%)

922042742

VT|922042742

104611(+593.9%)

Value:

$12.1B(+584.9%)

921943858

VEA|921943858

232667(+1.4%)

Value:

$11.8B(+7.7%)

DANAHER CORP /DE/

DHR|235851102

56944(+344.8%)

Value:

$11.7B(+297.2%)

921910873

MGC|921910873

57750(+5.0%)

Value:

$11.6B(-0.6%)

78464A763

SDY|78464A763

85199(-2.9%)

Value:

$11.6B(-0.3%)

464285204

196034(+145.1%)

Value:

$11.6B(+191.9%)

92204A702

VGT|92204A702

20878(+46.4%)

Value:

$11.3B(+27.7%)

SHERWIN WILLIAMS CO

SHW|824348106

31826(+47.9%)

Value:

$11.1B(+51.9%)

Chubb Ltd

CB|H1467J104

36648(+11.9%)

Value:

$11.1B(+22.3%)

922908611

VBR|922908611

58228(+19.8%)

Value:

$10.8B(+12.6%)

WASTE MANAGEMENT INC

WM|94106L109

46737(+2.3%)

Value:

$10.8B(+17.4%)

GENERAL DYNAMICS CORP

GD|369550108

38979(+19.4%)

Value:

$10.6B(+23.5%)

46432F842

IEFA|46432F842

134011(+6.6%)

Value:

$10.1B(+14.8%)

COMCAST CORP

CMCSA|20030N101

273690(-3.3%)

Value:

$10.1B(-4.9%)

Instrument	Shares		Other Manager	Value
Lowes Companies Inc(LOWcusip548661107)	56.5K	QoQ +6.46% (+3.4K) YoY +27.92% (+12.3K)	All Managers (Combined)	$13.2M	QoQ +0.61% (+$80.7K) YoY +17.12% (+$1.9M)
(cusip464287549)✕	144.0K	QoQ +7.78% (-10.4K) YoY +51.91% (+49.2K)	All Managers (Combined)	$13.1M	QoQ -4.27% (-$582.9K) YoY +59.83% (+$4.9M)
(IWBcusip464287622)	41.2K	QoQ +55.71% (+14.7K) YoY +57.12% (+15.0K)	All Managers (Combined)	$12.6M	QoQ +48.26% (+$4.1M) YoY +67.33% (+$5.1M)
Intuitive Surgical Inc(ISRGcusip46120E602)	25.1K	QoQ +153.44% (+15.2K) YoY +319.91% (+19.1K)	All Managers (Combined)	$12.4M	QoQ +140.47% (+$7.3M) YoY +421.12% (+$10.1M)
(MGVcusip921910840)	94.7K	QoQ +6.82% (+6.1K) YoY +35.32% (+24.7K)	All Managers (Combined)	$12.2M	QoQ +10.18% (+$1.1M) YoY +45.89% (+$3.8M)
Uber Technologies, Inc(UBERcusip90353T100)	167.1K	QoQ +363.59% (+131.1K) YoY +572.57% (+142.3K)	All Managers (Combined)	$12.2M	QoQ +459.83% (+$10.0M) YoY +536.49% (+$10.3M)
(VTcusip922042742)	104.6K	QoQ +593.93% (+89.5K) YoY +637.42% (+90.4K)	All Managers (Combined)	$12.1M	QoQ +584.88% (+$10.4M) YoY +673.74% (+$10.6M)
(VEAcusip921943858)	232.7K	QoQ +1.36% (+3.1K) YoY +25.41% (+47.2K)	All Managers (Combined)	$11.8M	QoQ +7.74% (+$850.5K) YoY +27.06% (+$2.5M)
Danaher Corp /De/(DHRcusip235851102)	56.9K	QoQ +344.77% (+44.1K) YoY +469.21% (+46.9K)	All Managers (Combined)	$11.7M	QoQ +297.19% (+$8.7M) YoY +367.26% (+$9.2M)
(MGCcusip921910873)	57.8K	QoQ +4.99% (-2.7K) YoY +5.88% (+3.2K)	All Managers (Combined)	$11.6M	QoQ -0.57% (-$67.0K) YoY +14.10% (+$1.4M)
(SDYcusip78464A763)	85.2K	QoQ -2.94% (-2.6K) YoY -13.87% (-13.7K)	All Managers (Combined)	$11.6M	QoQ -0.31% (-$36.5K) YoY -10.95% (-$1.4M)
(cusip464285204)✕	196.0K	QoQ +145.14% (+116.1K) YoY +167.37% (+122.7K)	All Managers (Combined)	$11.6M	QoQ +191.93% (+$7.6M) YoY +275.24% (+$8.5M)
(VGTcusip92204A702)	20.9K	QoQ +46.43% (+6.6K) YoY +59.53% (+7.8K)	All Managers (Combined)	$11.3M	QoQ +27.69% (+$2.5M) YoY +65.01% (+$4.5M)
Sherwin Williams Co(SHWcusip824348106)	31.8K	QoQ +47.85% (+10.3K) YoY +54.36% (+11.2K)	All Managers (Combined)	$11.1M	QoQ +51.87% (+$3.8M) YoY +55.18% (+$4.0M)
Chubb Ltd(CBcusipH1467J104)	36.6K	QoQ +11.90% (+3.9K) YoY +24.56% (+7.2K)	All Managers (Combined)	$11.1M	QoQ +22.32% (+$2.0M) YoY +45.16% (+$3.4M)
(VBRcusip922908611)	58.2K	QoQ +19.82% (+9.6K) YoY +20.21% (+9.8K)	All Managers (Combined)	$10.8M	QoQ +12.63% (+$1.2M) YoY +16.71% (+$1.6M)
Waste Management Inc(WMcusip94106L109)	46.7K	QoQ +2.34% (+1.1K) YoY +15.66% (+6.3K)	All Managers (Combined)	$10.8M	QoQ +17.41% (+$1.6M) YoY +25.62% (+$2.2M)
General Dynamics Corp(GDcusip369550108)	39.0K	QoQ +19.40% (+6.3K) YoY +27.11% (+8.3K)	All Managers (Combined)	$10.6M	QoQ +23.53% (+$2.0M) YoY +22.65% (+$2.0M)
(IEFAcusip46432F842)	134.0K	QoQ +6.62% (+8.3K) YoY +41.81% (+39.5K)	All Managers (Combined)	$10.1M	QoQ +14.76% (+$1.3M) YoY +44.54% (+$3.1M)
Comcast Corp(CMCSAcusip20030N101)	273.7K	QoQ -3.26% (-9.2K) YoY +10.59% (-26.2K)	All Managers (Combined)	$10.1M	QoQ -4.88% (-$518.2K) YoY -5.85% (-$628.4K)