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, MINT, and represent 43.75% of HB Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SCHB (+$97M), SCHX (+$45M), JPST (+$42M), SCHF (+$35M), SCHG (+$33M), MINT (+$29M), SCHD (+$26M), JMST (+$24M), VIG (+$16M), TOTL (+$12M).
- Started 140 new stock positions in WCC, SMCI, ARW, LYV, RGTI, BLKB, LAMR, KBDC, IOO, DNP.
- Reduced shares in these 10 stocks: SCTXX (-$18M), HD (-$5.5M), COWZ, VGSH, IVW, ALB, NKE, ANET, MDY, GSBD.
- Sold out of its positions in AMN, ADTN, ALGN, APA, ANET, Avangrid, BIDU, BHP, BEPC, Catalent.
- HB Wealth Management was a net buyer of stock by $593M.
- HB Wealth Management has $9.8B in assets under management (AUM), dropping by 4.99%.
- Central Index Key (CIK): 0001911253
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Portfolio Holdings for HB Wealth Management
HB Wealth Management holds 1052 positions in its portfolio as reported in the December 2024 quarterly 13F filing
HB Wealth Management has 1052 total positions. Only the first 250 positions are shown.
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- Download the HB Wealth Management December 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 22.3 | $2.2B | 7.9M | 276.81 |
|
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| Vanguard Specialized Funds Div App Etf (VIG) | 9.6 | $943M | 4.9M | 193.65 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 4.3 | $417M | +11% | 8.3M | 50.09 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 4.0 | $394M | 4.6M | 84.98 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 3.6 | $349M | +9% | 3.5M | 100.34 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 3.4 | $330M | +3% | 5.6M | 58.56 |
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| Apple (AAPL) | 3.1 | $304M | +3% | 1.2M | 250.43 |
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| Home Depot (HD) | 2.7 | $261M | -2% | 670k | 388.99 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 2.6 | $252M | 2.5M | 101.54 |
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| Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) | 2.0 | $200M | 341k | 586.12 |
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| Tesla Motors (TSLA) | 1.8 | $172M | 426k | 403.97 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 1.5 | $148M | +192% | 6.5M | 22.70 |
|
| Microsoft Corporation (MSFT) | 1.5 | $144M | +6% | 342k | 421.53 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.3 | $123M | 954k | 128.63 |
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|
| NVIDIA Corporation (NVDA) | 1.3 | $123M | +4% | 912k | 134.44 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.1 | $106M | 180k | 588.68 |
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| Amazon (AMZN) | 0.9 | $92M | +9% | 417k | 219.43 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $84M | +2% | 155k | 538.83 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.7 | $70M | +185% | 3.0M | 23.18 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $61M | +4% | 136k | 453.27 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.6 | $60M | +5% | 1.5M | 40.49 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.6 | $57M | 989k | 57.41 |
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|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $47M | +12% | 249k | 189.33 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.5 | $46M | +306% | 2.5M | 18.50 |
|
| Albemarle Corporation (ALB) | 0.5 | $45M | -5% | 520k | 86.08 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.4 | $44M | +296% | 1.6M | 27.87 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $44M | 125k | 351.79 |
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|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $43M | 83k | 511.27 |
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|
| JPMorgan Chase & Co. (JPM) | 0.4 | $41M | +5% | 171k | 239.71 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $40M | +11% | 211k | 190.45 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.4 | $39M | +198% | 1.4M | 27.32 |
|
| Procter & Gamble Company (PG) | 0.4 | $36M | +3% | 217k | 167.65 |
|
| Meta Platforms Cl A (META) | 0.4 | $35M | +5% | 60k | 585.57 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $34M | +2% | 44k | 772.03 |
|
| Broadcom (AVGO) | 0.3 | $33M | +14% | 141k | 231.95 |
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| Coca-Cola Company (KO) | 0.3 | $32M | +2% | 515k | 62.26 |
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| Wal-Mart Stores (WMT) | 0.3 | $32M | 350k | 90.35 |
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| Oracle Corporation (ORCL) | 0.3 | $31M | +2% | 186k | 166.64 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $31M | 165k | 185.13 |
|
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| Visa Com Cl A (V) | 0.3 | $30M | +2% | 96k | 316.04 |
|
| Johnson & Johnson (JNJ) | 0.3 | $30M | 208k | 144.61 |
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|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.3 | $29M | +395% | 581k | 50.71 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.3 | $28M | 84k | 334.25 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $28M | +3% | 67k | 410.45 |
|
| UnitedHealth (UNH) | 0.3 | $26M | +2% | 52k | 505.88 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $26M | +2% | 64k | 401.58 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.3 | $25M | +10% | 73k | 343.41 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $25M | +2% | 94k | 264.13 |
|
| Chevron Corporation (CVX) | 0.2 | $22M | +8% | 154k | 144.84 |
|
| At&t (T) | 0.2 | $22M | +2% | 963k | 22.77 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.2 | $20M | -2% | 249k | 80.93 |
|
| Cisco Systems (CSCO) | 0.2 | $19M | +2% | 325k | 59.20 |
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| Abbvie (ABBV) | 0.2 | $19M | +12% | 108k | 177.70 |
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| Costco Wholesale Corporation (COST) | 0.2 | $19M | +8% | 21k | 916.32 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $19M | +15% | 163k | 115.21 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $19M | +4% | 100k | 187.51 |
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| McDonald's Corporation (MCD) | 0.2 | $18M | +6% | 63k | 289.89 |
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| NewMarket Corporation (NEU) | 0.2 | $18M | 35k | 528.35 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $18M | 26.00 | 680920.00 |
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| Honeywell International (HON) | 0.2 | $18M | 78k | 225.89 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $18M | +3% | 157k | 112.26 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.2 | $17M | 167k | 103.40 |
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| American Express Company (AXP) | 0.2 | $17M | 58k | 296.79 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $17M | -3% | 159k | 107.57 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $17M | 144k | 115.72 |
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| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.2 | $16M | +306% | 402k | 39.39 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $16M | -3% | 65k | 240.28 |
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| Pepsi (PEP) | 0.2 | $16M | 102k | 152.06 |
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| International Business Machines (IBM) | 0.2 | $15M | +2% | 70k | 219.83 |
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| Merck & Co (MRK) | 0.2 | $15M | +4% | 154k | 99.46 |
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| Southern Company (SO) | 0.1 | $14M | +3% | 175k | 82.32 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $14M | 230k | 61.34 |
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| Ishares Tr Core Msci Total (IXUS) | 0.1 | $14M | 208k | 66.14 |
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| Caterpillar (CAT) | 0.1 | $14M | +3% | 38k | 362.76 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $14M | 181k | 75.61 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $14M | +2% | 134k | 102.09 |
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| Ab Active Etfs Intl Low Volatlt (ILOW) | 0.1 | $13M | 390k | 34.08 |
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| Lowe's Companies (LOW) | 0.1 | $13M | +2% | 53k | 246.80 |
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| Abbott Laboratories (ABT) | 0.1 | $13M | +14% | 113k | 113.11 |
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| Bank of America Corporation (BAC) | 0.1 | $13M | +3% | 291k | 43.95 |
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| Automatic Data Processing (ADP) | 0.1 | $13M | +6% | 44k | 292.73 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $12M | +5% | 51k | 242.13 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $12M | +18% | 23k | 526.57 |
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| Nextera Energy (NEE) | 0.1 | $12M | +3% | 170k | 71.69 |
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| Netflix (NFLX) | 0.1 | $12M | +3% | 14k | 891.40 |
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| Vanguard World Mega Cap Index (MGC) | 0.1 | $12M | 55k | 212.66 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $12M | -3% | 88k | 132.10 |
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| Amgen (AMGN) | 0.1 | $11M | +4% | 44k | 260.64 |
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| Vanguard World Mega Cap Val Etf (MGV) | 0.1 | $11M | +21% | 89k | 124.91 |
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| Intercontinental Exchange (ICE) | 0.1 | $11M | 74k | 149.02 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $11M | +23% | 230k | 47.82 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $11M | +4% | 283k | 37.53 |
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| Target Corporation (TGT) | 0.1 | $11M | 78k | 135.18 |
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| Union Pacific Corporation (UNP) | 0.1 | $10M | +2% | 45k | 228.04 |
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| CRH Ord (CRH) | 0.1 | $9.9M | 108k | 92.52 |
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| Blue Owl Cap Corp Iii Com Shs (OBDE) | 0.1 | $9.9M | +78% | 684k | 14.43 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $9.6M | 49k | 198.18 |
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| 2023 Etf Series Trust Ii Gmo Us Quality E (QLTY) | 0.1 | $9.4M | +89% | 295k | 32.01 |
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| Us Bancorp Del Com New (USB) | 0.1 | $9.3M | +5% | 194k | 47.83 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $9.2M | +200% | 333k | 27.71 |
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| Waste Management (WM) | 0.1 | $9.2M | +6% | 46k | 201.79 |
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| Ishares Tr U S Equity Factr (LRGF) | 0.1 | $9.2M | 152k | 60.35 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $9.1M | +17% | 145k | 62.30 |
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| Chubb (CB) | 0.1 | $9.0M | +3% | 33k | 276.27 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $9.0M | 47k | 190.88 |
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| salesforce (CRM) | 0.1 | $8.9M | +11% | 27k | 334.40 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $8.9M | +2% | 40k | 220.96 |
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| Genuine Parts Company (GPC) | 0.1 | $8.9M | 76k | 116.76 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $8.9M | 14k | 621.95 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $8.8M | +27% | 126k | 70.29 |
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| General Dynamics Corporation (GD) | 0.1 | $8.6M | +2% | 33k | 263.49 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $8.5M | 27k | 322.17 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $8.4M | +3% | 31k | 269.70 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $8.4M | 138k | 60.50 |
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| PNC Financial Services (PNC) | 0.1 | $8.3M | +13% | 43k | 192.85 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $8.3M | +5% | 30k | 280.07 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $8.2M | 128k | 63.75 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $8.1M | -2% | 64k | 127.59 |
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| Philip Morris International (PM) | 0.1 | $7.9M | +22% | 66k | 120.35 |
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| Air Products & Chemicals (APD) | 0.1 | $7.9M | -16% | 27k | 290.00 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $7.7M | +95% | 299k | 25.86 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $7.5M | NEW | 104k | 72.23 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $7.4M | 32k | 232.52 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $7.4M | +4% | 69k | 107.74 |
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| FedEx Corporation (FDX) | 0.1 | $7.4M | 26k | 281.33 |
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| Sherwin-Williams Company (SHW) | 0.1 | $7.3M | 22k | 339.94 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $7.2M | +54% | 75k | 96.90 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $7.1M | -2% | 101k | 70.00 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $7.1M | 54k | 131.29 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $7.1M | +37% | 92k | 77.27 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $6.8M | 42k | 164.17 |
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| AFLAC Incorporated (AFL) | 0.1 | $6.8M | 66k | 103.44 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $6.8M | 24k | 288.86 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $6.8M | +2% | 13k | 520.23 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $6.6M | +12% | 23k | 287.83 |
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| Blackrock (BLK) | 0.1 | $6.6M | NEW | 6.4k | 1025.17 |
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| Colgate-Palmolive Company (CL) | 0.1 | $6.5M | 72k | 90.91 |
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| Palo Alto Networks Call Option (PANW) | 0.1 | $6.5M | +108% | 35k | 183.28 |
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| Verizon Communications (VZ) | 0.1 | $6.4M | +11% | 161k | 39.98 |
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| Medtronic SHS (MDT) | 0.1 | $6.4M | +5% | 80k | 79.87 |
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| Fiserv (FI) | 0.1 | $6.3M | +2% | 31k | 205.42 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $6.1M | -17% | 36k | 169.30 |
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| Morgan Stanley Com New (MS) | 0.1 | $6.1M | -3% | 49k | 125.72 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $6.1M | +4% | 13k | 485.96 |
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| Truist Financial Corp equities Call Option (TFC) | 0.1 | $6.0M | +33% | 140k | 43.38 |
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| American Tower Reit (AMT) | 0.1 | $6.0M | +4% | 33k | 183.40 |
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| Wells Fargo & Company (WFC) | 0.1 | $5.9M | +14% | 84k | 70.25 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $5.9M | +17% | 34k | 175.23 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $5.8M | +17% | 36k | 161.77 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $5.7M | +24% | 22k | 253.75 |
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| Progressive Corporation (PGR) | 0.1 | $5.6M | +16% | 24k | 239.62 |
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| Goldman Sachs (GS) | 0.1 | $5.6M | +6% | 9.9k | 572.64 |
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| Equifax (EFX) | 0.1 | $5.6M | +29% | 22k | 254.85 |
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| Anthem (ELV) | 0.1 | $5.5M | -4% | 15k | 368.90 |
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| Norfolk Southern (NSC) | 0.1 | $5.5M | +6% | 23k | 234.70 |
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| Eaton Corp SHS (ETN) | 0.1 | $5.5M | +18% | 17k | 331.93 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $5.4M | 60k | 90.93 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $5.3M | +389% | 62k | 85.60 |
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| Pfizer (PFE) | 0.1 | $5.3M | 198k | 26.53 |
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| Linde SHS (LIN) | 0.1 | $5.3M | +28% | 13k | 418.69 |
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| Walt Disney Company (DIS) | 0.1 | $5.3M | +3% | 47k | 111.35 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $5.2M | +6% | 12k | 444.71 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $5.2M | +9% | 9.9k | 521.98 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.1 | $5.2M | +7% | 53k | 96.93 |
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| Illinois Tool Works (ITW) | 0.1 | $5.1M | 20k | 253.57 |
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| TJX Companies (TJX) | 0.1 | $5.0M | +9% | 41k | 120.82 |
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| Fidelity National Information Services (FIS) | 0.1 | $5.0M | +7% | 62k | 80.76 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $4.9M | -44% | 85k | 58.18 |
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| United Parcel Service CL B (UPS) | 0.1 | $4.9M | +18% | 39k | 126.08 |
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| Becton, Dickinson and (BDX) | 0.1 | $4.9M | +3% | 22k | 226.88 |
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| Advanced Micro Devices (AMD) | 0.0 | $4.9M | -6% | 40k | 120.81 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $4.9M | +10% | 25k | 197.54 |
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| Qualcomm (QCOM) | 0.0 | $4.8M | +17% | 31k | 153.62 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $4.8M | +9% | 81k | 59.73 |
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| Servicenow (NOW) | 0.0 | $4.6M | +6% | 4.4k | 1060.24 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) | 0.0 | $4.5M | 118k | 38.42 |
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| Altria (MO) | 0.0 | $4.5M | +5% | 86k | 52.29 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $4.4M | 26k | 172.42 |
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| Booking Holdings (BKNG) | 0.0 | $4.3M | +14% | 874.00 | 4972.48 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $4.3M | +31% | 57k | 76.03 |
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| McKesson Corporation (MCK) | 0.0 | $4.3M | +10% | 7.5k | 569.95 |
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| Owl Rock Capital Corporation (OBDC) | 0.0 | $4.2M | +6% | 275k | 15.12 |
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| Bristol Myers Squibb (BMY) | 0.0 | $4.2M | +17% | 74k | 56.56 |
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| Intuit (INTU) | 0.0 | $4.1M | +4% | 6.6k | 628.58 |
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| AutoZone (AZO) | 0.0 | $4.1M | +2% | 1.3k | 3202.18 |
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| Global Payments (GPN) | 0.0 | $4.0M | 36k | 112.06 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $4.0M | 9.3k | 425.57 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $4.0M | +11% | 80k | 49.51 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $3.9M | 81k | 48.33 |
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| Martin Marietta Materials (MLM) | 0.0 | $3.9M | +2% | 7.5k | 516.58 |
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| ConocoPhillips (COP) | 0.0 | $3.9M | +9% | 39k | 99.16 |
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| Ares Capital Corporation (ARCC) | 0.0 | $3.9M | +5% | 177k | 21.89 |
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| Golub Capital BDC (GBDC) | 0.0 | $3.8M | +7% | 254k | 15.16 |
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| S&p Global (SPGI) | 0.0 | $3.8M | +22% | 7.5k | 498.04 |
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| Paccar (PCAR) | 0.0 | $3.7M | +9% | 36k | 104.02 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $3.7M | +2% | 29k | 128.84 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $3.7M | -33% | 6.5k | 569.60 |
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| Emerson Electric (EMR) | 0.0 | $3.6M | +14% | 29k | 123.93 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $3.6M | +5% | 26k | 139.35 |
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| Ge Aerospace Com New (GE) | 0.0 | $3.6M | +6% | 22k | 166.80 |
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| Enterprise Products Partners (EPD) | 0.0 | $3.6M | -3% | 115k | 31.36 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $3.5M | +4% | 8.8k | 402.68 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $3.5M | +11% | 40k | 88.40 |
|
| Starbucks Corporation (SBUX) | 0.0 | $3.5M | 38k | 91.24 |
|
|
| Citigroup Com New (C) | 0.0 | $3.4M | +13% | 49k | 70.39 |
|
| Stryker Corporation (SYK) | 0.0 | $3.4M | +2% | 9.5k | 360.05 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $3.4M | +1976% | 149k | 22.70 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $3.4M | -3% | 46k | 74.01 |
|
| Applied Materials (AMAT) | 0.0 | $3.3M | +7% | 21k | 162.64 |
|
| American Electric Power Company (AEP) | 0.0 | $3.3M | +15% | 36k | 92.23 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $3.3M | +66% | 4.8k | 693.10 |
|
| Travelers Companies (TRV) | 0.0 | $3.3M | +14% | 14k | 240.89 |
|
| Arista Networks Com Shs | 0.0 | $3.3M | NEW | 30k | 110.53 |
|
| Old Dominion Freight Line (ODFL) | 0.0 | $3.2M | 18k | 176.40 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $3.2M | +8% | 23k | 139.21 |
|
| Nike CL B (NKE) | 0.0 | $3.2M | -41% | 42k | 75.67 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $3.2M | +33% | 72k | 44.04 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $3.2M | +26% | 5.0k | 636.08 |
|
| Oneok (OKE) | 0.0 | $3.1M | +5% | 31k | 100.40 |
|
| First Tr Dow Jones Select Mi Com Shs Annual (FDM) | 0.0 | $3.1M | 45k | 68.16 |
|
|
| 3M Company (MMM) | 0.0 | $3.0M | +13% | 24k | 129.09 |
|
| Kla Corp Com New (KLAC) | 0.0 | $3.0M | +15% | 4.8k | 630.15 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $3.0M | 153k | 19.59 |
|
|
| Marsh & McLennan Companies (MMC) | 0.0 | $3.0M | +10% | 14k | 212.42 |
|
| Corning Incorporated (GLW) | 0.0 | $2.9M | +4% | 62k | 47.52 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $2.9M | +12% | 6.4k | 462.44 |
|
| Danaher Corporation (DHR) | 0.0 | $2.9M | -3% | 13k | 229.56 |
|
| Republic Services (RSG) | 0.0 | $2.9M | +2% | 15k | 201.18 |
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $2.9M | 12k | 253.71 |
|
|
| Intel Corporation (INTC) | 0.0 | $2.9M | 143k | 20.05 |
|
|
| General Mills (GIS) | 0.0 | $2.8M | +2% | 45k | 63.77 |
|
| Deere & Company (DE) | 0.0 | $2.8M | -9% | 6.5k | 423.75 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $2.8M | 48k | 57.53 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $2.8M | 5.9k | 469.32 |
|
|
| Cigna Corp (CI) | 0.0 | $2.8M | -3% | 10k | 276.17 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $2.7M | -3% | 20k | 137.56 |
|
| Fifth Third Ban (FITB) | 0.0 | $2.7M | -16% | 64k | 42.28 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $2.7M | 65k | 41.82 |
|
|
| Nucor Corporation (NUE) | 0.0 | $2.7M | +2% | 23k | 116.72 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $2.7M | +5% | 30k | 89.32 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $2.7M | +6% | 21k | 124.96 |
|
| Trustmark Corporation (TRMK) | 0.0 | $2.6M | 75k | 35.37 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $2.6M | +3% | 7.6k | 342.31 |
|
| Phillips 66 (PSX) | 0.0 | $2.6M | +14% | 23k | 113.93 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $2.5M | +5% | 241k | 10.57 |
|
| O'reilly Automotive (ORLY) | 0.0 | $2.5M | +14% | 2.1k | 1185.73 |
|
| The Baldwin Insurance Grp In Com Cl A (BWIN) | 0.0 | $2.5M | 64k | 38.76 |
|
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $2.5M | 21k | 117.50 |
|
|
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.0 | $2.5M | -4% | 35k | 71.04 |
|
| Metropcs Communications (TMUS) | 0.0 | $2.5M | 11k | 220.74 |
|
Past Filings by HB Wealth Management
SEC 13F filings are viewable for HB Wealth Management going back to 2021
- 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
- HB Wealth Management 2021 Q4 filed Feb. 15, 2022