HB Wealth Management

Latest statistics and disclosures from HB Wealth Management's latest quarterly 13F-HR filing:

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Positions held by HB Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for HB Wealth Management

HB Wealth Management holds 1197 positions in its portfolio as reported in the March 2025 quarterly 13F filing

HB Wealth Management has 1197 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 18.6 $2.2B +7% 8.5M 263.02
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Vanguard Specialized Funds Div App Etf (VIG) 8.6 $1.0B +9% 5.3M 192.05
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 3.6 $430M +2% 8.5M 50.35
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 3.1 $372M +3% 4.8M 77.62
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.1 $364M +4% 5.9M 61.75
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 2.9 $349M 3.5M 100.62
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Apple (AAPL) 2.9 $343M +27% 1.5M 222.13
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Home Depot (HD) 2.1 $251M +2% 685k 366.49
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.1 $250M +30% 447k 559.39
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Ishares Tr S&p 500 Grwt Etf (IVW) 1.9 $230M 2.5M 92.83
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Microsoft Corporation (MSFT) 1.5 $181M +40% 482k 375.39
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J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 1.5 $178M NEW 3.8M 47.04
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.2 $139M 6.5M 21.53
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American Centy Etf Tr Intl Eqt Etf (AVDE) 1.1 $133M +27747% 2.0M 66.27
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Ishares Tr Core S&p Ttl Stk (ITOT) 1.0 $117M 962k 122.01
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Ishares Tr Core S&p500 Etf (IVV) 0.9 $113M +11% 201k 561.90
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Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.9 $111M NEW 3.1M 35.65
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Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.9 $111M NEW 1.0M 110.08
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American Centy Etf Tr Us Eqt Etf (AVUS) 0.9 $109M +2108% 1.2M 92.38
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Amazon Put Option (AMZN) 0.9 $107M +34% 562k 190.26
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NVIDIA Corporation Call Option (NVDA) 0.9 $106M +7% 977k 108.56
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T. Rowe Price (TROW) 0.8 $99M +39921% 1.1M 91.87
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $87M +20% 163k 532.58
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $86M +7% 167k 513.91
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.6 $68M +2% 3.1M 22.08
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Visa Com Cl A (V) 0.6 $68M +101% 193k 350.46
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Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 0.6 $66M NEW 2.0M 33.86
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.5 $66M NEW 752k 87.17
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American Centy Etf Tr Avantis Emgmkt (AVEM) 0.5 $66M +5089% 1.1M 60.17
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.5 $65M +14% 1.7M 38.44
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Alphabet Cap Stk Cl A (GOOGL) 0.5 $60M +55% 387k 154.64
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.5 $59M 974k 60.66
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Goldman Sachs Etf Tr Activebeta Eme (GEM) 0.5 $59M NEW 1.8M 33.18
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Ishares Tr Core S&p Scp Etf (IJR) 0.5 $56M +226% 532k 104.57
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Alphabet Cap Stk Cl C (GOOG) 0.5 $54M +63% 346k 156.23
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JPMorgan Chase & Co. (JPM) 0.5 $54M +27% 219k 245.30
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J P Morgan Exchange Traded F Short Dura Core (JSCP) 0.4 $53M NEW 1.1M 47.21
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Eli Lilly & Co. (LLY) 0.4 $46M +26% 55k 825.92
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Procter & Gamble Company (PG) 0.4 $46M +23% 268k 170.42
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Johnson & Johnson (JNJ) 0.4 $45M +31% 273k 165.84
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Meta Platforms Cl A (META) 0.4 $43M +23% 75k 576.36
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $43M +6% 1.5M 27.96
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Accenture Plc Ireland Shs Class A (ACN) 0.3 $42M +6% 133k 312.04
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Coca-Cola Company (KO) 0.3 $41M +11% 574k 71.62
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Invesco Qqq Tr Unit Ser 1 Put Option (QQQ) 0.3 $41M +5% 88k 468.92
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $40M 1.6M 25.04
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $35M +497% 200k 173.23
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Wal-Mart Stores (WMT) 0.3 $34M +10% 387k 87.79
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UnitedHealth (UNH) 0.3 $34M +24% 65k 523.75
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Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $33M +6% 175k 188.16
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Broadcom (AVGO) 0.3 $33M +38% 195k 167.43
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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.3 $33M +10% 640k 50.85
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Albemarle Corporation (ALB) 0.3 $31M -18% 426k 72.02
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.3 $30M +3392% 919k 32.99
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Vanguard Index Fds Mid Cap Etf (VO) 0.3 $30M +24% 117k 258.62
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $30M -39% 1.5M 19.78
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At&t (T) 0.2 $30M +9% 1.1M 28.28
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Chevron Corporation (CVX) 0.2 $30M +14% 176k 167.29
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Oracle Corporation (ORCL) 0.2 $29M +10% 205k 139.81
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Mastercard Incorporated Cl A (MA) 0.2 $28M +116% 50k 548.13
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Vanguard Index Fds Growth Etf (VUG) 0.2 $27M +9% 74k 370.82
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $27M +30% 34.00 798441.59
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Exxon Mobil Corporation (XOM) 0.2 $27M +42% 227k 118.93
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McDonald's Corporation (MCD) 0.2 $27M +35% 86k 312.37
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $27M +15% 74k 361.09
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Abbvie (ABBV) 0.2 $27M +17% 127k 209.52
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Ishares Tr Russell 3000 Etf (IWV) 0.2 $26M -2% 82k 317.64
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Costco Wholesale Corporation (COST) 0.2 $25M +30% 27k 945.81
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Cisco Systems (CSCO) 0.2 $24M +19% 387k 61.71
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Tesla Motors (TSLA) 0.2 $24M -78% 92k 259.16
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Abbott Laboratories (ABT) 0.2 $24M +56% 178k 132.65
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Vanguard World Mega Grwth Ind (MGK) 0.2 $23M +3% 76k 308.88
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Ishares Tr Msci Eafe Etf (EFA) 0.2 $23M +56% 284k 81.73
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Raytheon Technologies Corp (RTX) 0.2 $22M +13% 163k 132.46
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Spdr Gold Tr Gold Shs (GLD) 0.2 $22M +47% 75k 288.14
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Pepsi (PEP) 0.2 $21M +36% 140k 149.94
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Ishares Msci Gbl Min Vol (ACWV) 0.2 $21M NEW 179k 116.37
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Ishares Tr Core High Dv Etf (HDV) 0.2 $19M +2% 161k 121.12
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International Business Machines (IBM) 0.2 $19M +10% 77k 248.66
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.2 $19M -3% 240k 79.86
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Honeywell International (HON) 0.1 $18M +8% 85k 211.75
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Merck & Co (MRK) 0.1 $18M +28% 198k 89.76
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American Centy Etf Tr Avantis Us Mid C (AVMC) 0.1 $18M NEW 285k 61.98
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NewMarket Corporation (NEU) 0.1 $17M -12% 30k 566.45
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American Express Company (AXP) 0.1 $17M +9% 64k 269.05
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Owl Rock Capital Corporation (OBDC) 0.1 $17M +311% 1.1M 14.66
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Amgen (AMGN) 0.1 $17M +20% 53k 311.55
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Netflix (NFLX) 0.1 $16M +27% 18k 932.54
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Southern Company (SO) 0.1 $16M 177k 91.95
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $16M 169k 92.79
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Texas Instruments Incorporated (TXN) 0.1 $15M -15% 84k 179.70
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Ishares Tr Core Msci Total (IXUS) 0.1 $15M +2% 213k 69.81
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Nextera Energy (NEE) 0.1 $15M +23% 210k 70.89
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Bank of America Corporation (BAC) 0.1 $15M +21% 354k 41.73
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Vanguard Index Fds Small Cp Etf (VB) 0.1 $15M +2% 67k 221.75
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Philip Morris International (PM) 0.1 $15M +40% 92k 158.73
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Caterpillar (CAT) 0.1 $15M +16% 44k 329.81
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Mccormick & Co Com Non Vtg (MKC) 0.1 $15M +3026% 176k 82.31
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Automatic Data Processing (ADP) 0.1 $15M +8% 48k 305.54
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Ishares Tr Core Us Aggbd Et (AGG) 0.1 $15M +96% 147k 98.92
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Ab Active Etfs Intl Low Volatlt (ILOW) 0.1 $14M 390k 36.94
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Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.1 $14M -11% 354k 40.29
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Intercontinental Exchange (ICE) 0.1 $14M +11% 83k 172.50
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Ishares Tr Core Div Grwth (DGRO) 0.1 $14M 227k 61.78
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Thermo Fisher Scientific (TMO) 0.1 $14M +116% 28k 497.61
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Union Pacific Corporation (UNP) 0.1 $14M +30% 59k 236.24
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Lowe's Companies (LOW) 0.1 $13M +6% 57k 233.23
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Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $13M +7% 144k 90.67
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Ishares Tr Rus 1000 Etf (IWB) 0.1 $13M +55% 41k 306.75
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Intuitive Surgical Com New (ISRG) 0.1 $12M +153% 25k 495.28
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Vanguard World Mega Cap Val Etf (MGV) 0.1 $12M +6% 95k 128.84
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Uber Technologies (UBER) 0.1 $12M +363% 167k 72.86
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $12M +593% 105k 115.95
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $12M 233k 50.83
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Danaher Corporation (DHR) 0.1 $12M +344% 57k 205.00
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Vanguard World Mega Cap Index (MGC) 0.1 $12M +4% 58k 201.38
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Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $12M -2% 85k 135.68
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Ishares Gold Tr Ishares New (IAU) 0.1 $12M +145% 196k 58.96
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Vanguard World Inf Tech Etf (VGT) 0.1 $11M +46% 21k 542.38
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Sherwin-Williams Company (SHW) 0.1 $11M +47% 32k 349.20
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Chubb (CB) 0.1 $11M +11% 37k 302.00
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $11M +19% 58k 186.29
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Waste Management (WM) 0.1 $11M +2% 47k 231.51
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $11M +33% 54k 199.49
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General Dynamics Corporation (GD) 0.1 $11M +19% 39k 272.58
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Ishares Tr Core Msci Eafe (IEFA) 0.1 $10M +6% 134k 75.65
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Comcast Corp Cl A (CMCSA) 0.1 $10M -3% 274k 36.90
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S&p Global (SPGI) 0.1 $10M +162% 20k 508.12
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $10M +18% 172k 58.35
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $10M +10% 53k 190.58
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Vanguard Index Fds Large Cap Etf (VV) 0.1 $9.9M +24% 39k 257.03
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CRH Ord (CRH) 0.1 $9.8M +3% 111k 87.97
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Air Products & Chemicals (APD) 0.1 $9.8M +22% 33k 294.92
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $9.7M +18% 75k 128.96
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salesforce (CRM) 0.1 $9.6M +33% 36k 268.36
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Genuine Parts Company (GPC) 0.1 $9.4M +3% 79k 119.14
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Walt Disney Company (DIS) 0.1 $9.4M +101% 95k 98.70
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Ishares Tr Msci Acwi Etf (ACWI) 0.1 $9.4M +282% 80k 116.39
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Axsome Therapeutics Put Option (AXSM) 0.1 $9.3M NEW 80k 116.63
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Vanguard Index Fds Value Etf (VTV) 0.1 $9.3M +47% 54k 172.74
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Us Bancorp Del Com New (USB) 0.1 $9.0M +10% 214k 42.22
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Target Corporation (TGT) 0.1 $9.0M +11% 87k 104.36
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Progressive Corporation (PGR) 0.1 $9.0M +34% 32k 283.01
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PNC Financial Services (PNC) 0.1 $9.0M +18% 51k 175.77
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Dimensional Etf Trust Core Fixed Incom (DFCF) 0.1 $8.9M NEW 212k 42.06
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.1 $8.9M NEW 127k 69.74
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Duke Energy Corp Com New (DUK) 0.1 $8.9M +5% 73k 121.97
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AFLAC Incorporated (AFL) 0.1 $8.8M +20% 79k 111.19
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Fiserv (FI) 0.1 $8.8M +30% 40k 220.83
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $8.8M 335k 26.20
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Kkr & Co (KKR) 0.1 $8.8M +551% 76k 115.61
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Anthem (ELV) 0.1 $8.8M +34% 20k 434.96
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Nordson Corporation (NDSN) 0.1 $8.6M NEW 43k 201.72
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Medtronic SHS (MDT) 0.1 $8.6M +20% 96k 89.86
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Linde SHS (LIN) 0.1 $8.6M +47% 19k 465.66
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Ishares Tr U S Equity Factr (LRGF) 0.1 $8.6M -2% 148k 57.88
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Verizon Communications (VZ) 0.1 $8.4M +15% 186k 45.36
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Lam Research Corp Com New (LRCX) 0.1 $8.2M +9% 113k 72.70
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Morgan Stanley Com New (MS) 0.1 $8.2M +43% 70k 116.67
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Mondelez Intl Cl A (MDLZ) 0.1 $8.2M +49% 121k 67.85
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Wells Fargo & Company (WFC) 0.1 $8.2M +36% 114k 71.79
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American Tower Reit (AMT) 0.1 $8.2M +15% 38k 217.60
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Quanta Services Put Option (PWR) 0.1 $8.2M +864% 32k 254.18
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Goldman Sachs (GS) 0.1 $7.8M +44% 14k 546.30
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Dimensional Etf Trust Us Equity Market (DFUS) 0.1 $7.8M 128k 60.48
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Blackrock (BLK) 0.1 $7.8M +27% 8.2k 946.60
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TransDigm Group Incorporated (TDG) 0.1 $7.8M +666% 5.6k 1383.42
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Intuit (INTU) 0.1 $7.6M +90% 13k 614.03
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Ishares Tr Select Divid Etf (DVY) 0.1 $7.6M +4% 56k 134.29
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $7.6M 30k 251.77
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $7.5M 101k 74.72
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Adobe Systems Incorporated (ADBE) 0.1 $7.5M +67% 20k 383.53
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $7.1M +2% 305k 23.43
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FedEx Corporation (FDX) 0.1 $7.1M +11% 29k 243.79
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Colgate-Palmolive Company (CL) 0.1 $7.1M +5% 76k 93.70
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O'reilly Automotive (ORLY) 0.1 $7.1M +135% 4.9k 1432.69
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TJX Companies (TJX) 0.1 $7.0M +38% 57k 121.80
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Republic Services (RSG) 0.1 $6.9M +95% 29k 242.16
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Old Dominion Freight Line (ODFL) 0.1 $6.7M +122% 41k 165.45
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Qualcomm (QCOM) 0.1 $6.6M +37% 43k 153.61
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Ge Aerospace Com New (GE) 0.1 $6.6M +52% 33k 200.15
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Stryker Corporation Put Option (SYK) 0.1 $6.5M +84% 18k 372.25
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Norfolk Southern (NSC) 0.1 $6.5M +16% 27k 236.86
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2023 Etf Series Trust Ii Gmo Us Quality E (QLTY) 0.1 $6.4M -30% 205k 31.26
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Delta Air Lines Inc Del Com New (DAL) 0.1 $6.4M +6% 147k 43.60
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Vulcan Materials Company (VMC) 0.1 $6.4M +1025% 27k 233.30
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Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $6.3M 42k 150.98
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Altria (MO) 0.1 $6.3M +22% 105k 60.02
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Pfizer (PFE) 0.1 $6.3M +25% 249k 25.34
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Moody's Corporation (MCO) 0.1 $6.3M +325% 14k 465.69
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Ishares Tr S&p 100 Etf (OEF) 0.1 $6.3M 23k 270.83
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Becton, Dickinson and (BDX) 0.1 $6.3M +26% 27k 229.07
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Lockheed Martin Corporation (LMT) 0.1 $6.2M +10% 14k 446.74
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Servicenow (NOW) 0.1 $6.1M +75% 7.7k 796.15
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CoStar (CSGP) 0.1 $6.1M +1570% 77k 79.23
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $6.1M +21% 103k 58.69
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Blackstone Group Inc Com Cl A Put Option (BX) 0.1 $6.1M +68% 43k 139.78
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $6.0M +5% 38k 160.54
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Illinois Tool Works (ITW) 0.1 $6.0M +20% 24k 248.02
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Ecolab (ECL) 0.1 $6.0M +235% 24k 253.52
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $6.0M +46% 36k 166.00
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Palo Alto Networks (PANW) 0.1 $6.0M 35k 170.64
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Eaton Corp SHS (ETN) 0.0 $5.8M +30% 22k 271.83
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Brookfield Corp Cl A Ltd Vt Sh (BN) 0.0 $5.8M +348% 111k 52.41
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Advanced Micro Devices (AMD) 0.0 $5.8M +39% 56k 102.74
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Booking Holdings (BKNG) 0.0 $5.8M +43% 1.3k 4608.76
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McKesson Corporation (MCK) 0.0 $5.7M +11% 8.4k 673.04
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Truist Financial Corp equities (TFC) 0.0 $5.6M 137k 41.15
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Heico Corp Cl A (HEI.A) 0.0 $5.5M NEW 26k 210.97
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $5.5M +11% 67k 83.28
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $5.5M 23k 244.65
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Select Sector Spdr Tr Technology (XLK) 0.0 $5.5M -16% 27k 206.49
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Bristol Myers Squibb (BMY) 0.0 $5.5M +22% 90k 60.99
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Fidelity National Information Services (FIS) 0.0 $5.5M +18% 73k 74.68
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Parker-Hannifin Corporation (PH) 0.0 $5.4M +79% 8.9k 607.91
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AutoZone (AZO) 0.0 $5.4M +10% 1.4k 3812.97
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Waste Connections (WCN) 0.0 $5.4M NEW 28k 195.19
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Zoetis Cl A (ZTS) 0.0 $5.3M +138% 32k 164.65
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $5.3M -9% 21k 255.53
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Palantir Technologies Cl A (PLTR) 0.0 $5.2M +8% 62k 84.40
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Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $5.2M +21% 11k 484.82
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Deere & Company (DE) 0.0 $5.1M +67% 11k 469.39
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American Electric Power Company (AEP) 0.0 $5.1M +29% 47k 109.27
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Citigroup Com New (C) 0.0 $5.1M +47% 72k 70.99
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $5.0M -29% 65k 78.28
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Ansys (ANSS) 0.0 $5.0M +806% 16k 316.56
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Dimensional Etf Trust Us Core Equity 1 (DCOR) 0.0 $5.0M NEW 82k 61.33
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Cbre Group Cl A (CBRE) 0.0 $5.0M +556% 38k 130.78
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ConocoPhillips (COP) 0.0 $5.0M +20% 47k 105.02
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Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.0 $4.9M +808% 144k 34.20
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Enterprise Products Partners (EPD) 0.0 $4.9M +24% 143k 34.14
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3M Company (MMM) 0.0 $4.8M +40% 33k 146.86
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Select Sector Spdr Tr Financial (XLF) 0.0 $4.8M +19% 97k 49.81
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Motorola Solutions Com New (MSI) 0.0 $4.7M +70% 11k 437.84
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United Parcel Service CL B (UPS) 0.0 $4.7M +10% 43k 109.99
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Paccar (PCAR) 0.0 $4.7M +35% 48k 97.37
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Travelers Companies (TRV) 0.0 $4.7M +29% 18k 264.47
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Equifax (EFX) 0.0 $4.6M -13% 19k 243.57
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Cadence Design Systems (CDNS) 0.0 $4.6M +300% 18k 254.34
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Kla Corp Com New (KLAC) 0.0 $4.6M +41% 6.8k 679.82
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Martin Marietta Materials (MLM) 0.0 $4.6M +27% 9.6k 478.18
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Intel Corporation (INTC) 0.0 $4.6M +41% 203k 22.71
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Starbucks Corporation (SBUX) 0.0 $4.6M +22% 47k 98.09
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Amphenol Corp Cl A (APH) 0.0 $4.5M +146% 69k 65.59
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $4.5M +15% 11k 419.89
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Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.0 $4.5M 119k 37.60
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Veralto Corp Com Shs (VLTO) 0.0 $4.5M +1127% 46k 97.45
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $4.4M +57% 101k 43.70
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.0 $4.4M +1682% 53k 82.94
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Fastenal Company (FAST) 0.0 $4.2M +367% 55k 77.55
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Past Filings by HB Wealth Management

SEC 13F filings are viewable for HB Wealth Management going back to 2021