HB Wealth Management
Latest statistics and disclosures from HB Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, VIG, JPST, SPYG, VXUS, and represent 44.52% of HB Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VTI (+$31M), VIG (+$25M), MINT (+$20M), AVGO (+$20M), NVDA (+$18M), Ab Active Etfs (+$14M), SPYG (+$14M), AAPL (+$13M), VXUS (+$12M), SPY (+$7.7M).
- Started 90 new stock positions in LLYVK, PFEB, JNK, RS, Ab Active Etfs, SABS, LII, CADL, AEE, ICSH.
- Reduced shares in these 10 stocks: JPST (-$14M), LRCX (-$9.7M), , SCTXX, VUSB, NEU, , ITOT, BSV, GBDC.
- Sold out of its positions in YEAR, BBD, BLK, DXCM, DOCN, DLTR, EVRI, EVGO, URA, PMAY.
- HB Wealth Management was a net buyer of stock by $253M.
- HB Wealth Management has $9.3B in assets under management (AUM), dropping by 8.75%.
- Central Index Key (CIK): 0001911253
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Portfolio Holdings for HB Wealth Management
HB Wealth Management holds 960 positions in its portfolio as reported in the September 2024 quarterly 13F filing
HB Wealth Management has 960 total positions. Only the first 250 positions are shown.
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- Download the HB Wealth Management September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 22.7 | $2.1B | 7.8M | 270.39 |
|
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| Vanguard Specialized Funds Div App Etf (VIG) | 10.1 | $937M | +2% | 4.8M | 195.82 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 4.0 | $377M | -3% | 7.5M | 50.43 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 3.9 | $367M | +3% | 4.6M | 80.14 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 3.8 | $351M | +3% | 5.5M | 64.32 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 3.4 | $321M | +6% | 3.2M | 100.69 |
|
| Home Depot (HD) | 3.0 | $277M | 684k | 405.20 |
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| Apple (AAPL) | 2.9 | $273M | +5% | 1.2M | 233.00 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 2.6 | $241M | 2.5M | 95.75 |
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| Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY) | 2.1 | $193M | +4% | 336k | 573.70 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 1.6 | $148M | 2.2M | 66.52 |
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|
| Microsoft Corporation Call Option (MSFT) | 1.5 | $139M | +4% | 323k | 430.20 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.3 | $120M | -2% | 956k | 125.62 |
|
| Tesla Motors (TSLA) | 1.2 | $111M | +4% | 423k | 261.63 |
|
| NVIDIA Corporation (NVDA) | 1.1 | $106M | +20% | 873k | 121.44 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.1 | $103M | +3% | 179k | 576.82 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $80M | +2% | 151k | 527.67 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.8 | $72M | 1.1M | 67.85 |
|
|
| Amazon (AMZN) | 0.8 | $71M | +7% | 380k | 186.33 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.7 | $63M | 991k | 63.00 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $60M | +10% | 130k | 460.26 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.6 | $56M | +9% | 1.4M | 39.69 |
|
| Albemarle Corporation (ALB) | 0.6 | $52M | 550k | 94.71 |
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|
| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $43M | +5% | 123k | 353.48 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.4 | $42M | 399k | 104.18 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $41M | 84k | 488.07 |
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|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.4 | $41M | -3% | 481k | 84.53 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $38M | +2% | 43k | 885.96 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $37M | +10% | 221k | 165.85 |
|
| Procter & Gamble Company (PG) | 0.4 | $36M | +2% | 210k | 173.20 |
|
| Coca-Cola Company (KO) | 0.4 | $36M | +2% | 503k | 71.86 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $34M | 163k | 210.86 |
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|
| Johnson & Johnson (JNJ) | 0.4 | $33M | +5% | 204k | 162.06 |
|
| Meta Platforms Cl A (META) | 0.4 | $33M | +14% | 57k | 572.45 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $32M | +12% | 189k | 167.19 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $31M | +4% | 164k | 189.80 |
|
| Oracle Corporation (ORCL) | 0.3 | $31M | +2% | 181k | 170.40 |
|
| UnitedHealth (UNH) | 0.3 | $30M | +2% | 51k | 584.69 |
|
| Wal-Mart Stores (WMT) | 0.3 | $28M | 345k | 80.75 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.3 | $28M | 85k | 326.73 |
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|
| Visa Com Cl A (V) | 0.3 | $26M | +2% | 93k | 274.95 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $25M | -4% | 612k | 41.12 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $25M | -2% | 65k | 383.93 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $24M | -2% | 92k | 263.83 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $24M | +6% | 63k | 375.38 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.2 | $21M | 66k | 321.95 |
|
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.2 | $21M | 256k | 83.21 |
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| Broadcom (AVGO) | 0.2 | $21M | +1141% | 123k | 172.50 |
|
| Chevron Corporation (CVX) | 0.2 | $21M | 141k | 147.27 |
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| At&t (T) | 0.2 | $21M | -3% | 942k | 22.00 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $20M | +7% | 96k | 206.57 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $19M | +3% | 165k | 117.22 |
|
| NewMarket Corporation (NEU) | 0.2 | $19M | -12% | 35k | 551.89 |
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| Abbvie (ABBV) | 0.2 | $19M | +2% | 96k | 197.48 |
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| Schwab Charles Family Amt Tax Free Mny (SCTXX) | 0.2 | $18M | -18% | 18M | 1.00 |
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| McDonald's Corporation (MCD) | 0.2 | $18M | 59k | 304.51 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $18M | +4% | 26.00 | 691180.00 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $18M | +16% | 152k | 117.62 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $17M | 142k | 121.16 |
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| Pepsi (PEP) | 0.2 | $17M | 100k | 170.05 |
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| Cisco Systems (CSCO) | 0.2 | $17M | +6% | 317k | 53.22 |
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| Merck & Co (MRK) | 0.2 | $17M | +2% | 148k | 113.56 |
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| Costco Wholesale Corporation (COST) | 0.2 | $17M | +6% | 19k | 886.52 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $17M | +75% | 141k | 116.96 |
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| Honeywell International (HON) | 0.2 | $16M | 79k | 206.71 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.2 | $16M | 167k | 96.52 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $16M | -4% | 68k | 237.21 |
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| American Express Company (AXP) | 0.2 | $16M | +2% | 58k | 271.20 |
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| Southern Company (SO) | 0.2 | $15M | 169k | 90.18 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $15M | 181k | 83.63 |
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| Ishares Tr Core Msci Total (IXUS) | 0.2 | $15M | -12% | 208k | 72.63 |
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| International Business Machines (IBM) | 0.2 | $15M | 68k | 221.08 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $14M | -5% | 230k | 62.69 |
|
| Caterpillar (CAT) | 0.2 | $14M | -3% | 37k | 391.12 |
|
| Ab Active Etfs Intl Low Volatlt | 0.2 | $14M | NEW | 389k | 36.61 |
|
| Lowe's Companies (LOW) | 0.2 | $14M | +12% | 52k | 270.85 |
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| Nextera Energy (NEE) | 0.1 | $14M | +4% | 165k | 84.53 |
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| Amgen (AMGN) | 0.1 | $14M | 42k | 322.22 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $13M | -4% | 91k | 142.04 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $13M | +8% | 130k | 95.94 |
|
| Target Corporation (TGT) | 0.1 | $12M | +4% | 79k | 155.86 |
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| Intercontinental Exchange (ICE) | 0.1 | $12M | -3% | 73k | 160.64 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $12M | -2% | 48k | 243.06 |
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| Automatic Data Processing (ADP) | 0.1 | $11M | -4% | 41k | 276.73 |
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| Vanguard World Mega Cap Index (MGC) | 0.1 | $11M | 55k | 206.64 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $11M | 271k | 41.77 |
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| Abbott Laboratories (ABT) | 0.1 | $11M | +9% | 99k | 114.01 |
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| Bank of America Corporation (BAC) | 0.1 | $11M | -3% | 280k | 39.68 |
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| Union Pacific Corporation (UNP) | 0.1 | $11M | +2% | 44k | 246.49 |
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| Genuine Parts Company (GPC) | 0.1 | $11M | -2% | 77k | 139.68 |
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| CRH Ord (CRH) | 0.1 | $10M | 108k | 92.74 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $9.8M | -2% | 185k | 52.81 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $9.7M | +9% | 20k | 493.81 |
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| Air Products & Chemicals (APD) | 0.1 | $9.7M | 32k | 297.75 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $9.6M | 48k | 200.78 |
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| General Dynamics Corporation (GD) | 0.1 | $9.6M | 32k | 302.20 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $9.5M | 48k | 197.17 |
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| Netflix (NFLX) | 0.1 | $9.4M | +5% | 13k | 709.31 |
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| Vanguard World Mega Cap Val Etf (MGV) | 0.1 | $9.3M | 73k | 128.28 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $9.2M | 111k | 83.09 |
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| Chubb (CB) | 0.1 | $9.1M | +4% | 32k | 288.39 |
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| Ishares Tr U S Equity Factr (LRGF) | 0.1 | $9.0M | 154k | 58.77 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $9.0M | -7% | 153k | 59.02 |
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| Waste Management (WM) | 0.1 | $8.9M | +3% | 43k | 207.60 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $8.7M | 39k | 220.89 |
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| Us Bancorp Del Com New (USB) | 0.1 | $8.4M | +9% | 185k | 45.73 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $8.4M | 27k | 314.39 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $8.3M | +7% | 65k | 128.20 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $8.3M | +3% | 14k | 586.56 |
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| Sherwin-Williams Company (SHW) | 0.1 | $8.2M | 21k | 381.68 |
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| Anthem (ELV) | 0.1 | $8.1M | +8% | 16k | 520.01 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $7.9M | 30k | 263.29 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $7.9M | +10% | 13k | 618.58 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $7.9M | +7% | 153k | 51.50 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $7.9M | 127k | 62.20 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $7.7M | +3% | 99k | 78.05 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $7.7M | 44k | 174.57 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $7.7M | +5% | 123k | 62.32 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $7.6M | +2% | 66k | 115.30 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $7.5M | +8% | 28k | 267.37 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $7.5M | 104k | 71.73 |
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| Colgate-Palmolive Company (CL) | 0.1 | $7.4M | -2% | 71k | 103.81 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $7.3M | -4% | 54k | 135.07 |
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| AFLAC Incorporated (AFL) | 0.1 | $7.3M | +3% | 65k | 111.80 |
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| American Tower Reit (AMT) | 0.1 | $7.3M | -3% | 31k | 232.56 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $7.2M | +4% | 32k | 225.77 |
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| Advanced Micro Devices (AMD) | 0.1 | $7.1M | +12% | 43k | 164.08 |
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| FedEx Corporation (FDX) | 0.1 | $7.1M | +8% | 26k | 273.68 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $7.0M | 138k | 50.79 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $7.0M | +15% | 42k | 166.82 |
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| PNC Financial Services (PNC) | 0.1 | $7.0M | 38k | 184.85 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $7.0M | +4% | 12k | 584.56 |
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| Medtronic SHS (MDT) | 0.1 | $6.8M | -10% | 76k | 90.03 |
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| salesforce (CRM) | 0.1 | $6.6M | +28% | 24k | 273.72 |
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| Philip Morris International (PM) | 0.1 | $6.5M | +22% | 54k | 121.40 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $6.5M | 23k | 276.77 |
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| Verizon Communications (VZ) | 0.1 | $6.5M | +12% | 144k | 44.91 |
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| Nike CL B (NKE) | 0.1 | $6.4M | -4% | 72k | 88.40 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $6.2M | -6% | 107k | 57.83 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $6.0M | +4% | 117k | 50.94 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $5.8M | +10% | 21k | 284.00 |
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| Palo Alto Networks (PANW) | 0.1 | $5.8M | -3% | 17k | 341.82 |
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| Pfizer (PFE) | 0.1 | $5.8M | +5% | 200k | 28.94 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $5.7M | -10% | 11k | 517.80 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $5.5M | 9.7k | 569.67 |
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| Blue Owl Cap Corp Iii Com Shs (OBDE) | 0.1 | $5.5M | +222% | 382k | 14.33 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $5.5M | 60k | 91.93 |
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| Norfolk Southern (NSC) | 0.1 | $5.4M | +50% | 22k | 248.51 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $5.4M | +6% | 74k | 73.67 |
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| Fiserv Put Option (FI) | 0.1 | $5.3M | +2% | 30k | 179.65 |
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| Morgan Stanley Com New (MS) | 0.1 | $5.3M | +7% | 51k | 104.24 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $5.2M | -30% | 67k | 78.69 |
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| Illinois Tool Works (ITW) | 0.1 | $5.2M | 20k | 262.08 |
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| Progressive Corporation (PGR) | 0.1 | $5.2M | +16% | 20k | 253.77 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $5.1M | -6% | 29k | 179.16 |
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| 2023 Etf Series Trust Ii Gmo Us Quality E (QLTY) | 0.1 | $5.1M | +87% | 156k | 32.61 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $5.1M | 30k | 167.67 |
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| Becton, Dickinson and (BDX) | 0.1 | $5.0M | 21k | 241.10 |
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| Equifax (EFX) | 0.1 | $5.0M | 17k | 293.86 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $4.9M | +14% | 48k | 101.27 |
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| Fidelity National Information Services (FIS) | 0.1 | $4.8M | +27% | 57k | 83.75 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.1 | $4.7M | 50k | 95.15 |
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| Linde SHS (LIN) | 0.1 | $4.7M | +10% | 9.8k | 476.87 |
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| Eaton Corp SHS (ETN) | 0.0 | $4.6M | 14k | 331.44 |
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| Goldman Sachs (GS) | 0.0 | $4.6M | +8% | 9.3k | 495.15 |
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| Qualcomm (QCOM) | 0.0 | $4.6M | +2% | 27k | 170.06 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) | 0.0 | $4.5M | 118k | 38.31 |
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| United Parcel Service CL B (UPS) | 0.0 | $4.5M | -10% | 33k | 136.34 |
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| Truist Financial Corp equities (TFC) | 0.0 | $4.5M | +8% | 105k | 42.77 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $4.4M | +33% | 9.0k | 491.31 |
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| TJX Companies (TJX) | 0.0 | $4.4M | +23% | 38k | 117.54 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $4.4M | 18k | 243.48 |
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| Walt Disney Company (DIS) | 0.0 | $4.4M | -8% | 46k | 96.19 |
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| Altria (MO) | 0.0 | $4.2M | +13% | 82k | 51.04 |
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| Wells Fargo & Company (WFC) | 0.0 | $4.1M | +7% | 73k | 56.49 |
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| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.0 | $4.1M | -10% | 99k | 41.40 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $4.0M | +5% | 9.4k | 423.12 |
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| Martin Marietta Materials (MLM) | 0.0 | $4.0M | +212% | 7.4k | 538.32 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $4.0M | +5% | 26k | 153.13 |
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| AutoZone (AZO) | 0.0 | $3.9M | -3% | 1.2k | 3150.22 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $3.9M | +4% | 8.4k | 465.08 |
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| Intuit (INTU) | 0.0 | $3.9M | +12% | 6.3k | 621.07 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $3.9M | +30% | 22k | 173.67 |
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| Ge Aerospace Com New (GE) | 0.0 | $3.8M | +9% | 20k | 188.59 |
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| Applied Materials (AMAT) | 0.0 | $3.8M | +3% | 19k | 202.06 |
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| Owl Rock Capital Corporation (OBDC) | 0.0 | $3.8M | -30% | 259k | 14.57 |
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| ConocoPhillips (COP) | 0.0 | $3.8M | +3% | 36k | 105.28 |
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| Starbucks Corporation (SBUX) | 0.0 | $3.7M | +17% | 38k | 97.49 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $3.7M | 82k | 45.32 |
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| Danaher Corporation (DHR) | 0.0 | $3.7M | +13% | 13k | 278.04 |
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| Servicenow (NOW) | 0.0 | $3.7M | +16% | 4.1k | 894.59 |
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| Global Payments (GPN) | 0.0 | $3.7M | 36k | 102.42 |
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| Old Dominion Freight Line (ODFL) | 0.0 | $3.6M | +255% | 18k | 198.65 |
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| Cigna Corp (CI) | 0.0 | $3.6M | +13% | 10k | 346.45 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $3.6M | 72k | 49.70 |
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| Golub Capital BDC (GBDC) | 0.0 | $3.6M | -38% | 236k | 15.11 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $3.6M | -20% | 44k | 80.37 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $3.5M | +10% | 28k | 126.18 |
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| Ares Capital Corporation (ARCC) | 0.0 | $3.5M | -6% | 167k | 20.94 |
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| Enterprise Products Partners (EPD) | 0.0 | $3.5M | +4% | 119k | 29.11 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $3.4M | +3% | 21k | 162.91 |
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| McKesson Corporation (MCK) | 0.0 | $3.4M | -12% | 6.8k | 494.47 |
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| Nucor Corporation Put Option (NUE) | 0.0 | $3.4M | -19% | 23k | 150.34 |
|
| Stryker Corporation (SYK) | 0.0 | $3.3M | +5% | 9.3k | 361.29 |
|
| Intel Corporation (INTC) | 0.0 | $3.3M | -10% | 141k | 23.46 |
|
| Fifth Third Ban (FITB) | 0.0 | $3.3M | 77k | 42.84 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $3.3M | -4% | 12k | 282.22 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $3.2M | 25k | 131.91 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $3.2M | -16% | 63k | 51.74 |
|
| Booking Holdings (BKNG) | 0.0 | $3.2M | +6% | 766.00 | 4216.21 |
|
| Paccar (PCAR) | 0.0 | $3.2M | +7% | 33k | 98.68 |
|
| General Mills (GIS) | 0.0 | $3.2M | +3% | 44k | 73.85 |
|
| Kla Corp Com New (KLAC) | 0.0 | $3.2M | +18% | 4.1k | 774.44 |
|
| American Electric Power Company (AEP) | 0.0 | $3.2M | +7% | 31k | 102.60 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $3.2M | +3% | 21k | 154.02 |
|
| S&p Global (SPGI) | 0.0 | $3.2M | +12% | 6.2k | 516.69 |
|
| The Baldwin Insurance Grp In Com Cl A (BWIN) | 0.0 | $3.2M | 64k | 49.80 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $3.1M | +25% | 5.9k | 528.08 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $3.1M | 35k | 88.14 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $3.1M | +42% | 47k | 64.81 |
|
| Deere & Company (DE) | 0.0 | $3.0M | +5% | 7.2k | 417.33 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $3.0M | +3% | 65k | 45.86 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $2.9M | 49k | 59.51 |
|
|
| First Tr Dow Jones Select Mi Com Shs Annual (FDM) | 0.0 | $2.9M | 45k | 64.10 |
|
|
| Republic Services (RSG) | 0.0 | $2.9M | +2% | 14k | 200.84 |
|
| 3M Company (MMM) | 0.0 | $2.8M | 21k | 136.71 |
|
|
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.0 | $2.8M | -4% | 36k | 78.39 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $2.8M | +3% | 13k | 223.09 |
|
| Emerson Electric (EMR) | 0.0 | $2.8M | -11% | 26k | 109.37 |
|
| Travelers Companies (TRV) | 0.0 | $2.8M | +3% | 12k | 234.14 |
|
| Uber Technologies (UBER) | 0.0 | $2.7M | +19% | 36k | 75.16 |
|
| Corning Incorporated (GLW) | 0.0 | $2.7M | +61% | 60k | 45.15 |
|
| Citigroup Com New (C) | 0.0 | $2.7M | +3% | 43k | 62.60 |
|
| Oneok (OKE) | 0.0 | $2.7M | 29k | 91.13 |
|
|
| Neuberger Berman Etf Trust Opt Strategy Etf (NBOS) | 0.0 | $2.6M | -9% | 101k | 26.35 |
|
| Phillips 66 (PSX) | 0.0 | $2.6M | +5% | 20k | 131.45 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $2.6M | 54k | 47.85 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $2.5M | +7% | 5.7k | 449.65 |
|
| Carrier Global Corporation (CARR) | 0.0 | $2.5M | +5% | 32k | 80.49 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $2.5M | +6% | 32k | 77.91 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $2.5M | -3% | 21k | 119.55 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $2.5M | +9% | 3.9k | 631.88 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $2.5M | 10k | 245.46 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $2.5M | 20k | 123.63 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $2.5M | 30k | 83.33 |
|
|
| Goldman Sachs Bdc SHS (GSBD) | 0.0 | $2.5M | -41% | 178k | 13.76 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $2.4M | +93% | 152k | 16.05 |
|
| Unity Software (U) | 0.0 | $2.4M | 107k | 22.62 |
|
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $2.4M | 18k | 135.44 |
|
|
| Dell Technologies CL C (DELL) | 0.0 | $2.4M | +13% | 20k | 118.54 |
|
Past Filings by HB Wealth Management
SEC 13F filings are viewable for HB Wealth Management going back to 2021
- 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
- HB Wealth Management 2021 Q4 filed Feb. 15, 2022