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 8 of 60
808524508
808524508
Shares:
334873(+0.7%)
Value:
$8.8B(-4.8%)
KKR & Co. Inc.
KKR|48251W104
Shares:
75807(+551.4%)
Value:
$8.8B(+409.1%)
Elevance Health, Inc.
ELV|036752103
Shares:
20118(+34.5%)
Value:
$8.8B(+58.6%)
NORDSON CORP
NDSN|655663102
Shares:
42866
Value:
$8.6B
Medtronic plc
MDT|G5960L103
Shares:
96077(+20.4%)
Value:
$8.6B(+35.4%)
LINDE PLC
LIN|G54950103
Shares:
18512(+47.4%)
Value:
$8.6B(+63.9%)
46434V282
46434V282
Shares:
148018(-2.6%)
Value:
$8.6B(-6.6%)
VERIZON COMMUNICATIONS INC
VZ|92343V104
Shares:
186190(+15.9%)
Value:
$8.4B(+31.5%)
LAM RESEARCH CORP
LRCX|512807306
Shares:
113222(+9.4%)
Value:
$8.2B(+10.1%)
MORGAN STANLEY
MS|617446448
Shares:
70292(+44.0%)
Value:
$8.2B(+33.6%)
Mondelez International, Inc.
MDLZ|609207105
Shares:
120744(+49.4%)
Value:
$8.2B(+69.7%)
WELLS FARGO & COMPANY/MN
WFC|949746101
Shares:
114113(+36.3%)
Value:
$8.2B(+39.3%)
AMERICAN TOWER CORP /MA/
AMT|03027X100
Shares:
37572(+15.2%)
Value:
$8.2B(+36.7%)
GOLDMAN SACHS GROUP INC
GS|38141G104
Shares:
14222(+44.3%)
Value:
$7.8B(+37.6%)
25434V401
25434V401
Shares:
128445(+0.1%)
Value:
$7.8B(-5.1%)
BlackRock, Inc.
BLK|09290D101
Shares:
8204(+27.8%)
Value:
$7.8B(+18.0%)
TransDigm Group INC
TDG|893641100
Shares:
5603(+666.5%)
Value:
$7.8B(+736.1%)
INTUIT INC.
INTU|461202103
Shares:
12450(+90.1%)
Value:
$7.6B(+85.7%)
464287168
DVY|464287168
Shares:
56326(+4.4%)
Value:
$7.6B(+6.8%)
922908595
VBK|922908595
Shares:
29991(+1.5%)
Value:
$7.6B(-8.8%)