HB Wealth Management
Latest statistics and disclosures from HB Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, VIG, JCPB, AVUS, VXUS, and represent 37.69% of HB Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: QLTY (+$196M), JCPB (+$96M), AVUS (+$55M), VXUS (+$35M), VTI (+$24M), JMST (+$19M), NVDA (+$15M), AAPL (+$12M), VIG (+$12M), GOOGL (+$6.2M).
- Started 203 new stock positions in ESI, SNAP, BAPR, FTS, MDU, PTON, IAUI, ICLN, JBLU, RDN.
- Reduced shares in these 10 stocks: SPYG (-$183M), IVW (-$15M), MINT (-$13M), TROW (-$11M), BRK.A (-$7.2M), HTRB (-$6.2M), AstraZeneca, JSCP, IGM, ACN.
- Sold out of its positions in EQL, ABCL, Agilon Health, AstraZeneca, BIPC, CABA, Cadence Bank, CRDF, Ceridian Hcm Hldg, RQI.
- HB Wealth Management was a net buyer of stock by $476M.
- HB Wealth Management has $15B in assets under management (AUM), dropping by -0.08%.
- Central Index Key (CIK): 0001911253
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Portfolio Holdings for HB Wealth Management
HB Wealth Management holds 1526 positions in its portfolio as reported in the March 2026 quarterly 13F filing
HB Wealth Management has 1526 total positions. Only the first 250 positions are shown.
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- Download the HB Wealth Management March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 17.2 | $2.7B | 8.7M | 305.14 |
|
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| Vanguard Specialized Funds Div App Etf (VIG) | 7.9 | $1.2B | 5.8M | 212.81 |
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| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 4.4 | $676M | +16% | 14M | 46.89 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 4.1 | $639M | +9% | 5.7M | 111.18 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 4.0 | $618M | +5% | 8.1M | 76.68 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 3.1 | $481M | 9.6M | 50.35 |
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| Apple Put Option (AAPL) | 2.6 | $409M | +3% | 1.6M | 253.73 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.0 | $305M | 469k | 650.34 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.6 | $253M | -5% | 2.2M | 113.11 |
|
| Spdr Series Trust State Street Spd (SPYG) | 1.6 | $251M | -42% | 2.8M | 90.82 |
|
| Home Depot (HD) | 1.4 | $224M | 680k | 328.89 |
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| Gmo Etf Trust Gmo Us Quality E (QLTY) | 1.4 | $214M | +1078% | 5.9M | 36.18 |
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| Microsoft Corporation (MSFT) | 1.3 | $200M | 541k | 370.17 |
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| NVIDIA Corporation (NVDA) | 1.3 | $196M | +8% | 1.1M | 174.40 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 1.1 | $166M | 6.6M | 25.10 |
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|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 1.0 | $156M | +3% | 1.2M | 125.13 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $147M | +3% | 224k | 653.21 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.9 | $143M | 1.0M | 142.43 |
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|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.9 | $141M | 1.7M | 84.84 |
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| Amazon (AMZN) | 0.9 | $135M | +3% | 647k | 208.27 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $131M | +5% | 455k | 287.56 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.8 | $130M | +17% | 2.6M | 50.98 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $118M | 197k | 597.55 |
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|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.7 | $110M | 2.6M | 43.13 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $99M | 346k | 286.86 |
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| T. Rowe Price Put Option (TROW) | 0.6 | $91M | -10% | 1.0M | 90.14 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.6 | $86M | 1.1M | 80.58 |
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|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $85M | +3% | 178k | 479.20 |
|
| Broadcom Put Option (AVGO) | 0.5 | $82M | +7% | 267k | 306.77 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.5 | $79M | 3.1M | 25.64 |
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|
| JPMorgan Chase & Co. Put Option (JPM) | 0.5 | $78M | +4% | 264k | 294.16 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.5 | $77M | 1.0M | 75.10 |
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|
| Johnson & Johnson (JNJ) | 0.5 | $74M | +2% | 303k | 244.44 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 0.5 | $73M | +8% | 2.0M | 36.76 |
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| Albemarle Corporation (ALB) | 0.5 | $73M | 404k | 179.53 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.5 | $71M | 1.8M | 38.86 |
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|
| Exxon Mobil Corporation (XOM) | 0.4 | $59M | +6% | 349k | 169.66 |
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| Visa Com Cl A (V) | 0.4 | $59M | 194k | 302.24 |
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| Eli Lilly & Co. (LLY) | 0.4 | $58M | +6% | 63k | 919.78 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.4 | $58M | -4% | 1.3M | 45.12 |
|
| Meta Platforms Cl A (META) | 0.4 | $58M | +6% | 101k | 572.13 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $56M | 97k | 577.18 |
|
|
| Wal-Mart Stores (WMT) | 0.4 | $54M | +2% | 438k | 124.28 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.3 | $51M | -5% | 1.7M | 29.13 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $51M | 236k | 213.67 |
|
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $50M | +4% | 1.6M | 30.68 |
|
| Coca-Cola Company (KO) | 0.3 | $48M | +4% | 629k | 76.05 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $45M | +5% | 106k | 426.40 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $44M | 229k | 191.92 |
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|
| Tesla Motors (TSLA) | 0.3 | $44M | +7% | 117k | 371.75 |
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| Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) | 0.3 | $41M | -13% | 1.2M | 33.74 |
|
| Goldman Sachs Etf Tr Activebeta Eme (GEM) | 0.3 | $41M | -5% | 940k | 43.20 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.3 | $40M | 361k | 110.47 |
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| Procter & Gamble Company (PG) | 0.3 | $39M | 269k | 144.44 |
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| Chevron Corporation (CVX) | 0.3 | $39M | 187k | 206.90 |
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| J P Morgan Exchange Traded F Short Dura Core (JSCP) | 0.2 | $36M | -9% | 752k | 47.30 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $35M | +5% | 81k | 436.79 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $35M | 1.4M | 24.75 |
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| Caterpillar (CAT) | 0.2 | $33M | +3% | 47k | 708.47 |
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| Cisco Systems (CSCO) | 0.2 | $33M | 422k | 77.59 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $33M | 114k | 287.18 |
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| At&t (T) | 0.2 | $33M | +3% | 1.1M | 28.99 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $32M | 164k | 192.90 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $31M | -28% | 306k | 100.57 |
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| Abbvie (ABBV) | 0.2 | $31M | +4% | 141k | 217.49 |
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| Costco Wholesale Corporation (COST) | 0.2 | $31M | +11% | 31k | 996.45 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $30M | -2% | 244k | 124.31 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $30M | +11% | 307k | 97.13 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $30M | 80k | 370.68 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $30M | 69k | 430.29 |
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| Merck & Co (MRK) | 0.2 | $29M | +5% | 241k | 120.29 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.2 | $28M | 76k | 367.44 |
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| Oracle Corporation (ORCL) | 0.2 | $27M | 186k | 147.11 |
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| McDonald's Corporation (MCD) | 0.2 | $27M | 87k | 310.79 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $26M | 52k | 499.66 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $24M | -6% | 114k | 213.66 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $24M | +5% | 91k | 261.92 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $23M | -13% | 118k | 198.29 |
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| Pepsi (PEP) | 0.2 | $23M | 150k | 155.29 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $23M | -2% | 264k | 87.84 |
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| Netflix (NFLX) | 0.1 | $23M | +6% | 237k | 96.15 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $23M | +5% | 168k | 135.72 |
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| International Business Machines (IBM) | 0.1 | $23M | +8% | 94k | 242.39 |
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| Honeywell International (HON) | 0.1 | $21M | 93k | 226.03 |
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| Bank of America Corporation (BAC) | 0.1 | $21M | +4% | 428k | 48.75 |
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| Nextera Energy (NEE) | 0.1 | $21M | 221k | 92.88 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $21M | 135k | 151.41 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $20M | 29k | 697.73 |
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| American Express Company (AXP) | 0.1 | $20M | 67k | 302.48 |
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| Amgen (AMGN) | 0.1 | $20M | 56k | 351.85 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $20M | -2% | 281k | 70.18 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $20M | +2% | 217k | 90.53 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $19M | -27% | 27.00 | 718140.00 |
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| NewMarket Corporation (NEU) | 0.1 | $19M | 30k | 640.95 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $19M | +17% | 295k | 64.08 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $19M | 171k | 109.69 |
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| Morgan Stanley Com New (MS) | 0.1 | $19M | +36% | 113k | 164.57 |
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| Southern Company (SO) | 0.1 | $19M | 191k | 96.52 |
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| Abbott Laboratories (ABT) | 0.1 | $18M | 180k | 102.67 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $18M | 206k | 88.16 |
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| Philip Morris International (PM) | 0.1 | $17M | +8% | 103k | 165.34 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $16M | 84k | 194.14 |
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| Goldman Sachs (GS) | 0.1 | $16M | +3% | 19k | 846.00 |
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| Slide Ins Hldgs (SLDE) | 0.1 | $16M | 892k | 18.00 |
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| Ishares Tr Core Msci Total (IXUS) | 0.1 | $16M | -16% | 181k | 86.64 |
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| Chubb (CB) | 0.1 | $16M | +2% | 47k | 325.94 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $15M | 46k | 337.96 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $15M | +2% | 42k | 356.56 |
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| General Dynamics Corporation (GD) | 0.1 | $15M | +3% | 44k | 343.23 |
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| Union Pacific Corporation (UNP) | 0.1 | $15M | +3% | 61k | 242.62 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $15M | +10% | 59k | 248.00 |
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| Ishares Msci Gbl Min Vol (ACWV) | 0.1 | $15M | -2% | 123k | 119.51 |
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| Advanced Micro Devices (AMD) | 0.1 | $15M | +10% | 72k | 203.43 |
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| Vanguard World Mega Cap Val Etf (MGV) | 0.1 | $14M | 98k | 144.95 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $14M | +8% | 97k | 146.28 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $14M | 101k | 138.32 |
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| Vanguard World Mega Cap Index (MGC) | 0.1 | $14M | 59k | 236.35 |
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| Ge Vernova (GEV) | 0.1 | $14M | +12% | 16k | 872.95 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $14M | +19% | 70k | 196.20 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $14M | 64k | 217.25 |
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| Ab Active Etfs Intl Low Volatlt (ILOW) | 0.1 | $14M | -17% | 323k | 42.66 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $14M | -20% | 116k | 118.51 |
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| Us Bancorp Com New (USB) | 0.1 | $14M | +2% | 263k | 52.01 |
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| Lowe's Companies (LOW) | 0.1 | $14M | 58k | 236.28 |
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| Micron Technology (MU) | 0.1 | $14M | +29% | 40k | 337.84 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $13M | 189k | 70.91 |
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| UnitedHealth (UNH) | 0.1 | $13M | +3% | 49k | 270.59 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $13M | 44k | 298.85 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $13M | +7% | 194k | 67.53 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $13M | -7% | 88k | 148.10 |
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| Spdr Series Trust State Street Spd (SDY) | 0.1 | $13M | 89k | 145.94 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $13M | -9% | 26k | 491.53 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $13M | 28k | 461.00 |
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| Kla Corp Com New (KLAC) | 0.1 | $13M | +8% | 8.6k | 1472.46 |
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| Intercontinental Exchange (ICE) | 0.1 | $13M | -2% | 80k | 157.28 |
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| Applied Materials (AMAT) | 0.1 | $13M | +8% | 37k | 341.80 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $12M | +29% | 245k | 50.44 |
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| CRH Ord (CRH) | 0.1 | $12M | +3% | 117k | 105.12 |
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| Uber Technologies (UBER) | 0.1 | $12M | -5% | 171k | 71.93 |
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| Quanta Services (PWR) | 0.1 | $12M | +2% | 22k | 549.04 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $12M | -7% | 122k | 99.27 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $12M | -5% | 86k | 138.37 |
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| Ge Aerospace Com New (GE) | 0.1 | $12M | +15% | 42k | 283.77 |
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| Delta Air Lines Com New (DAL) | 0.1 | $12M | +12% | 177k | 66.48 |
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| TJX Companies (TJX) | 0.1 | $12M | +9% | 72k | 159.70 |
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| Wells Fargo & Company (WFC) | 0.1 | $12M | +2% | 144k | 79.61 |
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| FedEx Corporation (FDX) | 0.1 | $11M | 32k | 356.19 |
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| PNC Financial Services (PNC) | 0.1 | $11M | 54k | 208.09 |
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| Citigroup Com New (C) | 0.1 | $11M | +10% | 99k | 113.41 |
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| Danaher Corporation (DHR) | 0.1 | $11M | 57k | 189.60 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $11M | 83k | 130.94 |
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| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.1 | $11M | -4% | 255k | 42.22 |
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| Eaton Corp SHS (ETN) | 0.1 | $11M | +7% | 30k | 357.67 |
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| Verizon Communications (VZ) | 0.1 | $11M | +10% | 208k | 50.20 |
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| Waste Management (WM) | 0.1 | $10M | 45k | 229.79 |
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| Intel Corporation (INTC) | 0.1 | $10M | +11% | 235k | 44.13 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $10M | +4% | 17k | 604.43 |
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| Linde SHS (LIN) | 0.1 | $10M | +15% | 20k | 495.77 |
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| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.1 | $10M | 101k | 99.86 |
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| Walt Disney Company (DIS) | 0.1 | $10M | +11% | 103k | 96.38 |
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| Corning Incorporated (GLW) | 0.1 | $9.8M | +3% | 72k | 135.97 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $9.7M | -7% | 46k | 211.15 |
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| Pfizer (PFE) | 0.1 | $9.7M | +4% | 344k | 28.08 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $9.7M | 312k | 30.96 |
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| Amphenol Corp Cl A (APH) | 0.1 | $9.5M | +14% | 76k | 126.35 |
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| Sherwin-Williams Company (SHW) | 0.1 | $9.5M | -9% | 30k | 320.55 |
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| Automatic Data Processing (ADP) | 0.1 | $9.5M | 47k | 203.18 |
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| Air Products & Chemicals (APD) | 0.1 | $9.3M | -2% | 32k | 290.50 |
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| Ishares Tr U S Equity Factr (LRGF) | 0.1 | $9.2M | 139k | 66.00 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $8.9M | 47k | 189.59 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $8.9M | +3% | 93k | 95.62 |
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| Medtronic SHS (MDT) | 0.1 | $8.8M | -5% | 102k | 86.65 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $8.8M | 66k | 132.90 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $8.8M | +6% | 225k | 38.96 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $8.7M | +2% | 29k | 302.26 |
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| Deere & Company (DE) | 0.1 | $8.6M | +13% | 15k | 563.31 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $8.6M | +8% | 9.6k | 895.28 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $8.5M | 293k | 29.08 |
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| Axsome Therapeutics (AXSM) | 0.1 | $8.5M | +47% | 50k | 169.02 |
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| Blackrock (BLK) | 0.1 | $8.4M | +6% | 8.7k | 961.80 |
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| Zillow Group Cl C Cap Stk (Z) | 0.1 | $8.4M | 203k | 41.38 |
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| Genuine Parts Company (GPC) | 0.1 | $8.4M | 79k | 105.75 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.1 | $8.1M | +4% | 297k | 27.45 |
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| Altria (MO) | 0.1 | $8.1M | +2% | 122k | 65.99 |
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| Gilead Sciences (GILD) | 0.1 | $7.9M | +10% | 57k | 139.37 |
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| ConocoPhillips (COP) | 0.1 | $7.9M | +8% | 60k | 132.00 |
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| Palo Alto Networks (PANW) | 0.1 | $7.9M | +7% | 49k | 160.32 |
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| Ecolab (ECL) | 0.1 | $7.8M | +11% | 29k | 266.02 |
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| Capital One Financial (COF) | 0.1 | $7.8M | +44% | 43k | 182.43 |
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| Allstate Corporation (ALL) | 0.0 | $7.7M | +141% | 37k | 207.35 |
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| O'reilly Automotive (ORLY) | 0.0 | $7.6M | 83k | 92.31 |
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| Norfolk Southern (NSC) | 0.0 | $7.5M | -3% | 26k | 287.01 |
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| McKesson Corporation (MCK) | 0.0 | $7.4M | +2% | 8.6k | 865.43 |
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| Dimensional Etf Trust Us Core Equity 1 (DCOR) | 0.0 | $7.4M | 103k | 72.08 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $7.4M | 101k | 73.14 |
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| AFLAC Incorporated (AFL) | 0.0 | $7.4M | +4% | 67k | 109.71 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $7.3M | 23k | 318.07 |
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| Kkr & Co (KKR) | 0.0 | $7.2M | -3% | 78k | 92.50 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $7.2M | 23k | 313.81 |
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| Vulcan Materials Company (VMC) | 0.0 | $7.1M | -7% | 26k | 272.31 |
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| S&p Global (SPGI) | 0.0 | $7.0M | -16% | 17k | 425.34 |
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| salesforce (CRM) | 0.0 | $7.0M | -4% | 37k | 186.67 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $6.9M | +3% | 242k | 28.71 |
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| Phillips 66 (PSX) | 0.0 | $6.9M | +10% | 38k | 182.18 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $6.9M | -18% | 5.2k | 1320.94 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $6.8M | +2% | 68k | 100.62 |
|
| American Electric Power Company (AEP) | 0.0 | $6.8M | +3% | 52k | 131.08 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $6.8M | -4% | 79k | 85.23 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.0 | $6.7M | 148k | 45.26 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $6.7M | +26% | 110k | 60.65 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $6.6M | 36k | 184.28 |
|
|
| Republic Services (RSG) | 0.0 | $6.6M | +10% | 30k | 219.02 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $6.6M | -7% | 114k | 57.64 |
|
| American Tower Reit (AMT) | 0.0 | $6.5M | -5% | 38k | 172.58 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.0 | $6.5M | -6% | 188k | 34.55 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $6.5M | +2% | 27k | 244.19 |
|
| Illinois Tool Works (ITW) | 0.0 | $6.4M | +3% | 25k | 260.30 |
|
| Progressive Corporation (PGR) | 0.0 | $6.4M | +9% | 32k | 198.24 |
|
| TransDigm Group Incorporated (TDG) | 0.0 | $6.4M | -4% | 5.5k | 1159.12 |
|
| Stryker Corporation Put Option (SYK) | 0.0 | $6.4M | +24% | 19k | 328.46 |
|
| Booking Holdings (BKNG) | 0.0 | $6.3M | +3% | 1.5k | 4210.95 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $6.3M | 156k | 40.47 |
|
|
| Atlanticus Holdings (ATLC) | 0.0 | $6.2M | +1761% | 119k | 52.47 |
|
| Blackstone Group Inc Com Cl A Put Option (BX) | 0.0 | $6.1M | -6% | 53k | 114.92 |
|
| Travelers Companies (TRV) | 0.0 | $6.1M | +9% | 21k | 291.68 |
|
| Anthem (ELV) | 0.0 | $6.1M | -18% | 21k | 292.76 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $6.1M | 132k | 45.97 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $6.1M | +15% | 112k | 54.05 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $6.0M | +7% | 64k | 93.98 |
|
| Fifth Third Ban (FITB) | 0.0 | $5.9M | +75% | 127k | 46.46 |
|
| Analog Devices (ADI) | 0.0 | $5.9M | +15% | 19k | 318.15 |
|
| Target Corporation (TGT) | 0.0 | $5.9M | +3% | 49k | 121.20 |
|
| Cbre Group Cl A (CBRE) | 0.0 | $5.9M | -3% | 43k | 135.46 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $5.8M | -5% | 23k | 257.35 |
|
| Heico Corp Cl A (HEI.A) | 0.0 | $5.8M | -6% | 28k | 211.09 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $5.8M | -7% | 12k | 463.23 |
|
| Moody's Corporation (MCO) | 0.0 | $5.8M | -5% | 13k | 436.26 |
|
| Qualcomm (QCOM) | 0.0 | $5.8M | 45k | 128.78 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $5.7M | +3% | 152k | 37.84 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $5.7M | -2% | 116k | 49.37 |
|
| Paccar (PCAR) | 0.0 | $5.7M | -7% | 49k | 115.50 |
|
| Williams Companies (WMB) | 0.0 | $5.6M | +3% | 77k | 72.78 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $5.5M | 227k | 24.27 |
|
|
| Boeing Company (BA) | 0.0 | $5.5M | +13% | 28k | 199.03 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $5.5M | +39% | 13k | 433.99 |
|
| Unity Software (U) | 0.0 | $5.4M | 248k | 21.94 |
|
|
| Cummins (CMI) | 0.0 | $5.3M | +6% | 9.8k | 538.06 |
|
| Valero Energy Corporation (VLO) | 0.0 | $5.2M | +7% | 21k | 247.09 |
|
| Servicenow (NOW) | 0.0 | $5.2M | -14% | 50k | 104.55 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $5.2M | +21% | 42k | 122.78 |
|
Past Filings by HB Wealth Management
SEC 13F filings are viewable for HB Wealth Management going back to 2021
- HB Wealth Management 2026 Q1 filed April 27, 2026
- 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