HB Wealth Management
Latest statistics and disclosures from HB Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, VIG, AVUS, JCPB, VXUS, and represent 37.16% of HB Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: JCPB (+$93M), AVUS (+$54M), VIG (+$42M), VTI (+$31M), VXUS (+$30M), JMST (+$23M), NFLX (+$19M), SLDE (+$16M), NVDA (+$14M), SPY (+$13M).
- Started 120 new stock positions in AGL, PSKY, DJP, PLTK, CZR, CROX, ESAB, VOYA, INDA, RKT.
- Reduced shares in these 10 stocks: MINT (-$24M), AXSM (-$5.8M), TROW (-$5.5M), ALB (-$5.4M), HTRB (-$5.3M), OBDC (-$5.2M), IVW, GSIE, Unilever, BSCP.
- Sold out of its positions in ALK, ALE, ARM, AN, BTX, CCC, CPB, CE, REFI, DKL.
- HB Wealth Management was a net buyer of stock by $460M.
- HB Wealth Management has $16B in assets under management (AUM), dropping by 4.69%.
- Central Index Key (CIK): 0001911253
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Portfolio Holdings for HB Wealth Management
HB Wealth Management holds 1385 positions in its portfolio as reported in the December 2025 quarterly 13F filing
HB Wealth Management has 1385 total positions. Only the first 250 positions are shown.
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- Download the HB Wealth Management December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 17.9 | $2.8B | 8.6M | 319.18 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 8.0 | $1.2B | +3% | 5.7M | 217.50 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 3.8 | $587M | +10% | 5.2M | 111.78 |
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| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 3.8 | $586M | +18% | 12M | 47.35 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 3.7 | $571M | +5% | 7.6M | 75.01 |
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| Spdr Series Trust State Street Spd (SPYG) | 3.2 | $489M | 4.8M | 102.32 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 3.1 | $475M | 9.4M | 50.33 |
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| Apple (AAPL) | 2.7 | $425M | 1.6M | 271.86 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.1 | $323M | +4% | 474k | 681.92 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.9 | $292M | 2.4M | 123.26 |
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| Microsoft Corporation (MSFT) | 1.7 | $257M | +3% | 531k | 483.62 |
|
| Home Depot (HD) | 1.5 | $236M | 685k | 344.10 |
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| NVIDIA Corporation (NVDA) | 1.3 | $194M | +7% | 1.0M | 186.50 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 1.1 | $175M | 6.7M | 26.23 |
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|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 1.0 | $160M | +5% | 1.2M | 132.37 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.0 | $152M | 1.0M | 148.69 |
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|
| Ishares Tr Core S&p500 Etf (IVV) | 1.0 | $148M | +4% | 216k | 684.94 |
|
| Amazon Put Option (AMZN) | 0.9 | $145M | +2% | 627k | 230.82 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.9 | $138M | 1.7M | 82.32 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $136M | +3% | 434k | 313.00 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $122M | 194k | 627.13 |
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| T. Rowe Price Put Option (TROW) | 0.8 | $116M | -4% | 1.1M | 102.38 |
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.7 | $111M | -3% | 2.6M | 42.94 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.7 | $111M | +25% | 2.2M | 50.94 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $107M | 340k | 313.80 |
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|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $86M | +3% | 172k | 502.65 |
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| Broadcom Put Option (AVGO) | 0.6 | $86M | +6% | 247k | 346.05 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.5 | $82M | 3.0M | 26.91 |
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|
| JPMorgan Chase & Co. (JPM) | 0.5 | $82M | +4% | 253k | 322.22 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.5 | $80M | 1.0M | 77.02 |
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|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.5 | $76M | 1.0M | 73.56 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.5 | $72M | 1.8M | 39.59 |
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| Dimensional Etf Trust Us High Profitab (DUHP) | 0.4 | $70M | +19% | 1.8M | 38.03 |
|
| Visa Com Cl A (V) | 0.4 | $68M | 195k | 350.71 |
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| Eli Lilly & Co. (LLY) | 0.4 | $64M | +3% | 59k | 1074.69 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.4 | $63M | -2% | 1.3M | 46.80 |
|
| Meta Platforms Cl A (META) | 0.4 | $62M | +7% | 94k | 660.09 |
|
| Johnson & Johnson (JNJ) | 0.4 | $61M | +5% | 296k | 206.95 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.4 | $60M | 1.8M | 32.62 |
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|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $60M | +2% | 97k | 614.32 |
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| Albemarle Corporation (ALB) | 0.4 | $57M | -8% | 402k | 141.44 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $49M | +13% | 235k | 210.34 |
|
| Tesla Motors (TSLA) | 0.3 | $49M | +9% | 109k | 449.72 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $48M | +11% | 101k | 473.30 |
|
| Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) | 0.3 | $48M | -9% | 1.4M | 34.15 |
|
| Wal-Mart Stores (WMT) | 0.3 | $48M | +2% | 427k | 111.41 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $44M | +5% | 231k | 191.56 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $43M | +5% | 1.6M | 27.43 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.3 | $43M | -35% | 431k | 100.34 |
|
| Coca-Cola Company (KO) | 0.3 | $42M | +2% | 600k | 69.91 |
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| Goldman Sachs Etf Tr Activebeta Eme (GEM) | 0.3 | $42M | -5% | 999k | 41.62 |
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| J P Morgan Exchange Traded F Short Dura Core (JSCP) | 0.3 | $40M | -7% | 835k | 47.56 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $40M | +5% | 329k | 120.34 |
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| Procter & Gamble Company (PG) | 0.2 | $38M | -3% | 267k | 143.31 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $37M | 77k | 487.87 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.2 | $37M | -2% | 366k | 101.98 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $36M | 135k | 268.30 |
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| Oracle Corporation (ORCL) | 0.2 | $36M | 184k | 194.91 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $35M | 1.4M | 24.04 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $34M | -2% | 116k | 290.22 |
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| Cisco Systems (CSCO) | 0.2 | $32M | +2% | 421k | 77.03 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.2 | $31M | 75k | 412.77 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $31M | 80k | 386.85 |
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| Abbvie (ABBV) | 0.2 | $31M | +6% | 135k | 228.49 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $30M | 250k | 120.18 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $30M | 52k | 570.88 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $30M | -2% | 161k | 183.40 |
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| Chevron Corporation (CVX) | 0.2 | $28M | -7% | 186k | 152.41 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $28M | 37.00 | 754800.00 |
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| At&t (T) | 0.2 | $27M | 1.1M | 24.84 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $27M | 67k | 396.31 |
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| McDonald's Corporation (MCD) | 0.2 | $27M | 87k | 305.63 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $27M | -7% | 276k | 96.03 |
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| Caterpillar (CAT) | 0.2 | $26M | 45k | 572.88 |
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| International Business Machines (IBM) | 0.2 | $26M | +4% | 87k | 296.21 |
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| American Express Company (AXP) | 0.2 | $25M | +2% | 67k | 369.95 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.2 | $24M | -2% | 269k | 89.43 |
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| Merck & Co (MRK) | 0.2 | $24M | 228k | 105.26 |
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| Costco Wholesale Corporation (COST) | 0.2 | $24M | 27k | 862.36 |
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| Bank of America Corporation (BAC) | 0.1 | $23M | +5% | 410k | 55.00 |
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| Abbott Laboratories (ABT) | 0.1 | $22M | -3% | 177k | 125.29 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $22M | +3% | 86k | 257.95 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $22M | +9% | 29k | 753.78 |
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| Pepsi (PEP) | 0.1 | $21M | +3% | 149k | 143.52 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $21M | 122k | 171.18 |
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| Netflix (NFLX) | 0.1 | $21M | +1004% | 223k | 93.76 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $21M | 169k | 121.75 |
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| NewMarket Corporation (NEU) | 0.1 | $21M | 30k | 687.26 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $20M | 287k | 69.42 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $19M | 159k | 121.61 |
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| Gmo Etf Trust Gmo Us Quality E (QLTY) | 0.1 | $19M | +8% | 501k | 38.46 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $19M | +16% | 211k | 89.46 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $19M | +5% | 134k | 141.14 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $19M | 146k | 129.16 |
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| Ishares Tr Core Msci Total (IXUS) | 0.1 | $18M | +3% | 218k | 84.64 |
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| Amgen (AMGN) | 0.1 | $18M | +2% | 56k | 327.32 |
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| Honeywell International (HON) | 0.1 | $18M | 91k | 195.09 |
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| Nextera Energy (NEE) | 0.1 | $18M | 221k | 80.28 |
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| Slide Ins Hldgs (SLDE) | 0.1 | $17M | +1375% | 893k | 19.48 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $17M | 207k | 81.17 |
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| Southern Company (SO) | 0.1 | $17M | 192k | 87.20 |
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| Ab Active Etfs Intl Low Volatlt (ILOW) | 0.1 | $17M | 391k | 42.59 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $17M | +4% | 29k | 579.45 |
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| Goldman Sachs (GS) | 0.1 | $16M | +4% | 19k | 879.02 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $16M | +15% | 89k | 177.75 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $16M | +5% | 28k | 566.37 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $16M | +4% | 252k | 62.47 |
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| UnitedHealth (UNH) | 0.1 | $16M | +5% | 48k | 330.11 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $15M | 41k | 373.44 |
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| Philip Morris International (PM) | 0.1 | $15M | 95k | 160.40 |
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| Ishares Msci Gbl Min Vol (ACWV) | 0.1 | $15M | -2% | 126k | 118.75 |
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| Vanguard World Mega Cap Index (MGC) | 0.1 | $15M | 59k | 251.17 |
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| Uber Technologies (UBER) | 0.1 | $15M | +2% | 181k | 81.71 |
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| Morgan Stanley Com New (MS) | 0.1 | $15M | +6% | 83k | 177.53 |
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| Chubb (CB) | 0.1 | $15M | +11% | 46k | 312.12 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $14M | 101k | 141.06 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $14M | -2% | 83k | 173.49 |
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| General Dynamics Corporation (GD) | 0.1 | $14M | 42k | 336.67 |
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| CRH Ord (CRH) | 0.1 | $14M | 114k | 124.80 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $14M | 190k | 74.17 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $14M | +11% | 46k | 303.90 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $14M | -3% | 44k | 314.80 |
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| Advanced Micro Devices (AMD) | 0.1 | $14M | +8% | 65k | 214.16 |
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| Vanguard World Mega Cap Val Etf (MGV) | 0.1 | $14M | 98k | 141.16 |
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| Us Bancorp Del Com New (USB) | 0.1 | $14M | 258k | 53.36 |
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| Union Pacific Corporation (UNP) | 0.1 | $14M | 59k | 231.32 |
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| Zillow Group Cl C Cap Stk (Z) | 0.1 | $14M | 201k | 68.22 |
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| Lowe's Companies (LOW) | 0.1 | $14M | -2% | 57k | 241.16 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $14M | +5% | 95k | 143.52 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $14M | +4% | 64k | 211.79 |
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| Intercontinental Exchange (ICE) | 0.1 | $13M | -3% | 82k | 161.96 |
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| Ishares Tr Russell 2000 Etf Call Option (IWM) | 0.1 | $13M | 54k | 246.17 |
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| Wells Fargo & Company (WFC) | 0.1 | $13M | +3% | 141k | 93.20 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $13M | +2% | 131k | 99.88 |
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| Danaher Corporation (DHR) | 0.1 | $13M | +5% | 57k | 228.92 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $13M | +8% | 190k | 68.11 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $13M | -8% | 91k | 141.49 |
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| Spdr Series Trust State Street Spd (SDY) | 0.1 | $12M | 89k | 139.16 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $12M | -3% | 179k | 66.00 |
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| Automatic Data Processing (ADP) | 0.1 | $12M | 46k | 257.23 |
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| PNC Financial Services (PNC) | 0.1 | $11M | 54k | 208.73 |
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| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.1 | $11M | +13% | 265k | 42.56 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $11M | +4% | 59k | 190.99 |
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| Ge Aerospace Com New (GE) | 0.1 | $11M | +10% | 36k | 308.04 |
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| Unity Software (U) | 0.1 | $11M | 248k | 44.17 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $11M | +3% | 157k | 69.40 |
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| Sherwin-Williams Company (SHW) | 0.1 | $11M | -3% | 33k | 324.04 |
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| Walt Disney Company Put Option (DIS) | 0.1 | $11M | 93k | 113.77 |
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| Citigroup Com New (C) | 0.1 | $11M | +4% | 90k | 116.69 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $11M | 50k | 212.07 |
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| salesforce (CRM) | 0.1 | $10M | -5% | 39k | 264.91 |
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| Medtronic SHS (MDT) | 0.1 | $10M | 108k | 96.06 |
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| S&p Global (SPGI) | 0.1 | $10M | +3% | 20k | 522.60 |
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| Kkr & Co (KKR) | 0.1 | $10M | +3% | 80k | 127.48 |
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| TJX Companies (TJX) | 0.1 | $10M | +3% | 66k | 153.61 |
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| Waste Management (WM) | 0.1 | $10M | -6% | 46k | 219.71 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $9.8M | -2% | 84k | 117.21 |
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| Ishares Tr U S Equity Factr (LRGF) | 0.1 | $9.7M | 140k | 69.43 |
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| Kla Corp Com New (KLAC) | 0.1 | $9.6M | +3% | 7.9k | 1215.22 |
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| Genuine Parts Company (GPC) | 0.1 | $9.6M | 78k | 122.96 |
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| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.1 | $9.6M | 102k | 93.97 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $9.6M | +101% | 67k | 143.97 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $9.5M | -3% | 315k | 30.07 |
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| FedEx Corporation (FDX) | 0.1 | $9.3M | -2% | 32k | 288.86 |
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| Ge Vernova (GEV) | 0.1 | $9.3M | +9% | 14k | 653.60 |
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| Quanta Services (PWR) | 0.1 | $9.2M | -15% | 22k | 422.06 |
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| Servicenow (NOW) | 0.1 | $9.0M | +463% | 59k | 153.19 |
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| Intuit (INTU) | 0.1 | $9.0M | +2% | 14k | 662.44 |
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| Amphenol Corp Cl A (APH) | 0.1 | $8.9M | 66k | 135.14 |
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| Eaton Corp SHS (ETN) | 0.1 | $8.9M | +4% | 28k | 318.52 |
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| Anthem (ELV) | 0.1 | $8.9M | -4% | 25k | 350.56 |
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| Micron Technology (MU) | 0.1 | $8.9M | +13% | 31k | 285.41 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $8.8M | +8% | 57k | 154.14 |
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| Blackrock (BLK) | 0.1 | $8.8M | +2% | 8.2k | 1070.35 |
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| Applied Materials (AMAT) | 0.1 | $8.7M | +5% | 34k | 256.99 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $8.5M | 28k | 302.12 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $8.5M | 90k | 95.09 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $8.5M | +2% | 47k | 181.21 |
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| Palo Alto Networks (PANW) | 0.1 | $8.4M | +4% | 46k | 184.20 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $8.2M | 288k | 28.48 |
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| Pfizer (PFE) | 0.1 | $8.2M | 329k | 24.90 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.1 | $8.2M | +2% | 283k | 28.82 |
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| Air Products & Chemicals (APD) | 0.1 | $8.2M | -7% | 33k | 247.02 |
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| Vulcan Materials Company (VMC) | 0.1 | $8.1M | 28k | 285.22 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $8.1M | +12% | 212k | 38.11 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $7.9M | 23k | 342.97 |
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| Norfolk Southern (NSC) | 0.1 | $7.9M | +2% | 27k | 288.72 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $7.8M | +8% | 16k | 483.69 |
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| Intel Corporation (INTC) | 0.1 | $7.8M | +5% | 210k | 36.90 |
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| Booking Holdings (BKNG) | 0.1 | $7.7M | +3% | 1.4k | 5355.64 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $7.7M | +4% | 8.8k | 879.05 |
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| Qualcomm (QCOM) | 0.0 | $7.7M | +5% | 45k | 171.05 |
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| Verizon Communications (VZ) | 0.0 | $7.7M | -5% | 189k | 40.73 |
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| TransDigm Group Incorporated (TDG) | 0.0 | $7.6M | 5.7k | 1330.02 |
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| O'reilly Automotive (ORLY) | 0.0 | $7.5M | +5% | 83k | 91.21 |
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| Dimensional Etf Trust Us Core Equity 1 (DCOR) | 0.0 | $7.5M | +10% | 102k | 73.63 |
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| Linde SHS (LIN) | 0.0 | $7.5M | -8% | 18k | 426.41 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $7.4M | +5% | 23k | 323.01 |
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| Heico Corp Cl A (HEI.A) | 0.0 | $7.4M | 29k | 252.43 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $7.2M | 101k | 71.42 |
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| Cbre Group Cl A (CBRE) | 0.0 | $7.2M | +4% | 45k | 160.79 |
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| Moody's Corporation (MCO) | 0.0 | $7.2M | +2% | 14k | 510.85 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $7.1M | +51% | 156k | 45.89 |
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| Capital One Financial (COF) | 0.0 | $7.1M | +8% | 30k | 242.36 |
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| AFLAC Incorporated (AFL) | 0.0 | $7.1M | -14% | 65k | 110.27 |
|
| American Tower Reit (AMT) | 0.0 | $7.0M | -10% | 40k | 175.57 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $7.0M | -20% | 233k | 29.89 |
|
| Ecolab (ECL) | 0.0 | $6.9M | +2% | 26k | 262.52 |
|
| McKesson Corporation (MCK) | 0.0 | $6.9M | +3% | 8.4k | 820.32 |
|
| Altria (MO) | 0.0 | $6.8M | +3% | 119k | 57.66 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $6.8M | +5% | 6.4k | 1070.02 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.0 | $6.7M | -3% | 148k | 45.51 |
|
| Progressive Corporation (PGR) | 0.0 | $6.7M | -4% | 29k | 227.72 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $6.7M | 24k | 279.15 |
|
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.0 | $6.6M | 201k | 33.08 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $6.6M | -15% | 123k | 53.83 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $6.6M | 83k | 79.02 |
|
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $6.5M | 118k | 54.77 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $6.5M | -2% | 14k | 480.60 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $6.4M | -15% | 131k | 49.21 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $6.4M | 66k | 96.88 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $6.4M | -8% | 18k | 349.99 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $6.4M | 36k | 177.37 |
|
|
| Gilead Sciences (GILD) | 0.0 | $6.3M | +9% | 52k | 122.74 |
|
| Deere & Company (DE) | 0.0 | $6.3M | +6% | 14k | 465.60 |
|
| Axsome Therapeutics (AXSM) | 0.0 | $6.2M | -48% | 34k | 182.64 |
|
| Corning Incorporated (GLW) | 0.0 | $6.1M | 70k | 87.56 |
|
|
| Cadence Design Systems (CDNS) | 0.0 | $6.0M | 19k | 312.59 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $6.0M | +5% | 60k | 99.91 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $5.9M | +7% | 13k | 468.78 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $5.9M | -2% | 67k | 88.49 |
|
| Illinois Tool Works (ITW) | 0.0 | $5.9M | +4% | 24k | 246.31 |
|
| American Electric Power Company (AEP) | 0.0 | $5.8M | +3% | 50k | 115.31 |
|
| Paccar (PCAR) | 0.0 | $5.8M | -9% | 53k | 109.51 |
|
| Republic Services (RSG) | 0.0 | $5.8M | 27k | 211.93 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $5.7M | -10% | 29k | 194.07 |
|
| Travelers Companies (TRV) | 0.0 | $5.6M | +2% | 19k | 290.07 |
|
| Monolithic Power Systems (MPWR) | 0.0 | $5.5M | 6.1k | 906.40 |
|
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $5.5M | -4% | 225k | 24.37 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $5.5M | -2% | 93k | 58.73 |
|
| Stryker Corporation Put Option (SYK) | 0.0 | $5.5M | 16k | 351.47 |
|
|
| Ishares Tr Msci Emg Mkt Etf Call Option (EEM) | 0.0 | $5.3M | 97k | 54.71 |
|
|
| United Rentals (URI) | 0.0 | $5.3M | 6.5k | 809.32 |
|
|
| Boeing Company (BA) | 0.0 | $5.3M | +8% | 24k | 217.12 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $5.2M | 97k | 53.76 |
|
|
| ConocoPhillips (COP) | 0.0 | $5.2M | 55k | 93.61 |
|
|
| Waste Connections (WCN) | 0.0 | $5.0M | 29k | 175.36 |
|
|
| 3M Company (MMM) | 0.0 | $5.0M | +5% | 31k | 160.10 |
|
| CoStar (CSGP) | 0.0 | $5.0M | -4% | 74k | 67.24 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $4.9M | -5% | 77k | 64.42 |
|
Past Filings by HB Wealth Management
SEC 13F filings are viewable for HB Wealth Management going back to 2021
- HB Wealth Management 2025 Q4 filed Jan. 28, 2026
- HB Wealth Management 2025 Q3 filed Oct. 23, 2025
- HB Wealth Management 2025 Q2 filed July 17, 2025
- HB Wealth Management 2025 Q1 filed May 7, 2025
- HB Wealth Management 2024 Q4 filed Jan. 15, 2025
- HB Wealth Management 2024 Q3 filed Oct. 15, 2024
- HB Wealth Management 2024 Q2 filed July 26, 2024
- HB Wealth Management 2024 Q1 filed April 30, 2024
- HB Wealth Management 2023 Q4 filed Jan. 16, 2024
- HB Wealth Management 2023 Q3 filed Oct. 13, 2023
- HB Wealth Management 2023 Q2 filed July 13, 2023
- HB Wealth Management 2023 Q1 filed April 13, 2023
- HB Wealth Management 2022 Q4 filed Jan. 20, 2023
- HB Wealth Management 2022 Q3 filed Oct. 19, 2022
- HB Wealth Management 2022 Q2 filed July 15, 2022
- HB Wealth Management 2022 Q1 filed May 16, 2022