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 36.99% of HB Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: JCPB (+$178M), VTI (+$154M), AVDE (+$133M), GSIE (+$111M), GSLC (+$111M), AVUS (+$104M), TROW (+$99M), VIG (+$92M), AAPL (+$73M), HTRB (+$66M).
- Started 195 new stock positions in JLL, JNK, OUNZ, SEB, CLH, PIPR, MHK, IHAK, BNDX, TDS.
- Reduced shares in these 10 stocks: TSLA (-$87M), SCHF (-$19M), OBDE (-$9.9M), ALB (-$6.8M), XLE, TXN, QLTY, NEU, ITA, BSV.
- Sold out of its positions in AA, APYX, ARM, ARW, BZUN, BLKB, CE, COHR, COO, SOXL.
- HB Wealth Management was a net buyer of stock by $2.5B.
- HB Wealth Management has $12B in assets under management (AUM), dropping by 22.05%.
- Central Index Key (CIK): 0001911253
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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.
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- Download the HB Wealth Management March 2025 csv data
| 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 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 8.6 | $1.0B | +9% | 5.3M | 192.05 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 3.6 | $430M | +2% | 8.5M | 50.35 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 3.1 | $372M | +3% | 4.8M | 77.62 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 3.1 | $364M | +4% | 5.9M | 61.75 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 2.9 | $349M | 3.5M | 100.62 |
|
|
| Apple (AAPL) | 2.9 | $343M | +27% | 1.5M | 222.13 |
|
| Home Depot (HD) | 2.1 | $251M | +2% | 685k | 366.49 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.1 | $250M | +30% | 447k | 559.39 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.9 | $230M | 2.5M | 92.83 |
|
|
| Microsoft Corporation (MSFT) | 1.5 | $181M | +40% | 482k | 375.39 |
|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 1.5 | $178M | NEW | 3.8M | 47.04 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 1.2 | $139M | 6.5M | 21.53 |
|
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 1.1 | $133M | +27747% | 2.0M | 66.27 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.0 | $117M | 962k | 122.01 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $113M | +11% | 201k | 561.90 |
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.9 | $111M | NEW | 3.1M | 35.65 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.9 | $111M | NEW | 1.0M | 110.08 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.9 | $109M | +2108% | 1.2M | 92.38 |
|
| Amazon Put Option (AMZN) | 0.9 | $107M | +34% | 562k | 190.26 |
|
| NVIDIA Corporation Call Option (NVDA) | 0.9 | $106M | +7% | 977k | 108.56 |
|
| T. Rowe Price (TROW) | 0.8 | $99M | +39921% | 1.1M | 91.87 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $87M | +20% | 163k | 532.58 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.7 | $86M | +7% | 167k | 513.91 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.6 | $68M | +2% | 3.1M | 22.08 |
|
| Visa Com Cl A (V) | 0.6 | $68M | +101% | 193k | 350.46 |
|
| Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) | 0.6 | $66M | NEW | 2.0M | 33.86 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.5 | $66M | NEW | 752k | 87.17 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.5 | $66M | +5089% | 1.1M | 60.17 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.5 | $65M | +14% | 1.7M | 38.44 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $60M | +55% | 387k | 154.64 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.5 | $59M | 974k | 60.66 |
|
|
| Goldman Sachs Etf Tr Activebeta Eme (GEM) | 0.5 | $59M | NEW | 1.8M | 33.18 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $56M | +226% | 532k | 104.57 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $54M | +63% | 346k | 156.23 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $54M | +27% | 219k | 245.30 |
|
| J P Morgan Exchange Traded F Short Dura Core (JSCP) | 0.4 | $53M | NEW | 1.1M | 47.21 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $46M | +26% | 55k | 825.92 |
|
| Procter & Gamble Company (PG) | 0.4 | $46M | +23% | 268k | 170.42 |
|
| Johnson & Johnson (JNJ) | 0.4 | $45M | +31% | 273k | 165.84 |
|
| Meta Platforms Cl A (META) | 0.4 | $43M | +23% | 75k | 576.36 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.4 | $43M | +6% | 1.5M | 27.96 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $42M | +6% | 133k | 312.04 |
|
| Coca-Cola Company (KO) | 0.3 | $41M | +11% | 574k | 71.62 |
|
| Invesco Qqq Tr Unit Ser 1 Put Option (QQQ) | 0.3 | $41M | +5% | 88k | 468.92 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.3 | $40M | 1.6M | 25.04 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $35M | +497% | 200k | 173.23 |
|
| Wal-Mart Stores (WMT) | 0.3 | $34M | +10% | 387k | 87.79 |
|
| UnitedHealth (UNH) | 0.3 | $34M | +24% | 65k | 523.75 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $33M | +6% | 175k | 188.16 |
|
| Broadcom (AVGO) | 0.3 | $33M | +38% | 195k | 167.43 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.3 | $33M | +10% | 640k | 50.85 |
|
| Albemarle Corporation (ALB) | 0.3 | $31M | -18% | 426k | 72.02 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.3 | $30M | +3392% | 919k | 32.99 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $30M | +24% | 117k | 258.62 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $30M | -39% | 1.5M | 19.78 |
|
| At&t (T) | 0.2 | $30M | +9% | 1.1M | 28.28 |
|
| Chevron Corporation (CVX) | 0.2 | $30M | +14% | 176k | 167.29 |
|
| Oracle Corporation (ORCL) | 0.2 | $29M | +10% | 205k | 139.81 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $28M | +116% | 50k | 548.13 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $27M | +9% | 74k | 370.82 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $27M | +30% | 34.00 | 798441.59 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $27M | +42% | 227k | 118.93 |
|
| McDonald's Corporation (MCD) | 0.2 | $27M | +35% | 86k | 312.37 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $27M | +15% | 74k | 361.09 |
|
| Abbvie (ABBV) | 0.2 | $27M | +17% | 127k | 209.52 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $26M | -2% | 82k | 317.64 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $25M | +30% | 27k | 945.81 |
|
| Cisco Systems (CSCO) | 0.2 | $24M | +19% | 387k | 61.71 |
|
| Tesla Motors (TSLA) | 0.2 | $24M | -78% | 92k | 259.16 |
|
| Abbott Laboratories (ABT) | 0.2 | $24M | +56% | 178k | 132.65 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.2 | $23M | +3% | 76k | 308.88 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $23M | +56% | 284k | 81.73 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $22M | +13% | 163k | 132.46 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $22M | +47% | 75k | 288.14 |
|
| Pepsi (PEP) | 0.2 | $21M | +36% | 140k | 149.94 |
|
| Ishares Msci Gbl Min Vol (ACWV) | 0.2 | $21M | NEW | 179k | 116.37 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $19M | +2% | 161k | 121.12 |
|
| International Business Machines (IBM) | 0.2 | $19M | +10% | 77k | 248.66 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.2 | $19M | -3% | 240k | 79.86 |
|
| Honeywell International (HON) | 0.1 | $18M | +8% | 85k | 211.75 |
|
| Merck & Co (MRK) | 0.1 | $18M | +28% | 198k | 89.76 |
|
| American Centy Etf Tr Avantis Us Mid C (AVMC) | 0.1 | $18M | NEW | 285k | 61.98 |
|
| NewMarket Corporation (NEU) | 0.1 | $17M | -12% | 30k | 566.45 |
|
| American Express Company (AXP) | 0.1 | $17M | +9% | 64k | 269.05 |
|
| Owl Rock Capital Corporation (OBDC) | 0.1 | $17M | +311% | 1.1M | 14.66 |
|
| Amgen (AMGN) | 0.1 | $17M | +20% | 53k | 311.55 |
|
| Netflix (NFLX) | 0.1 | $16M | +27% | 18k | 932.54 |
|
| Southern Company (SO) | 0.1 | $16M | 177k | 91.95 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $16M | 169k | 92.79 |
|
|
| Texas Instruments Incorporated (TXN) | 0.1 | $15M | -15% | 84k | 179.70 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.1 | $15M | +2% | 213k | 69.81 |
|
| Nextera Energy (NEE) | 0.1 | $15M | +23% | 210k | 70.89 |
|
| Bank of America Corporation (BAC) | 0.1 | $15M | +21% | 354k | 41.73 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $15M | +2% | 67k | 221.75 |
|
| Philip Morris International (PM) | 0.1 | $15M | +40% | 92k | 158.73 |
|
| Caterpillar (CAT) | 0.1 | $15M | +16% | 44k | 329.81 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $15M | +3026% | 176k | 82.31 |
|
| Automatic Data Processing (ADP) | 0.1 | $15M | +8% | 48k | 305.54 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $15M | +96% | 147k | 98.92 |
|
| Ab Active Etfs Intl Low Volatlt (ILOW) | 0.1 | $14M | 390k | 36.94 |
|
|
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.1 | $14M | -11% | 354k | 40.29 |
|
| Intercontinental Exchange (ICE) | 0.1 | $14M | +11% | 83k | 172.50 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $14M | 227k | 61.78 |
|
|
| Thermo Fisher Scientific (TMO) | 0.1 | $14M | +116% | 28k | 497.61 |
|
| Union Pacific Corporation (UNP) | 0.1 | $14M | +30% | 59k | 236.24 |
|
| Lowe's Companies (LOW) | 0.1 | $13M | +6% | 57k | 233.23 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $13M | +7% | 144k | 90.67 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $13M | +55% | 41k | 306.75 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $12M | +153% | 25k | 495.28 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.1 | $12M | +6% | 95k | 128.84 |
|
| Uber Technologies (UBER) | 0.1 | $12M | +363% | 167k | 72.86 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $12M | +593% | 105k | 115.95 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $12M | 233k | 50.83 |
|
|
| Danaher Corporation (DHR) | 0.1 | $12M | +344% | 57k | 205.00 |
|
| Vanguard World Mega Cap Index (MGC) | 0.1 | $12M | +4% | 58k | 201.38 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $12M | -2% | 85k | 135.68 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $12M | +145% | 196k | 58.96 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $11M | +46% | 21k | 542.38 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $11M | +47% | 32k | 349.20 |
|
| Chubb (CB) | 0.1 | $11M | +11% | 37k | 302.00 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $11M | +19% | 58k | 186.29 |
|
| Waste Management (WM) | 0.1 | $11M | +2% | 47k | 231.51 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $11M | +33% | 54k | 199.49 |
|
| General Dynamics Corporation (GD) | 0.1 | $11M | +19% | 39k | 272.58 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $10M | +6% | 134k | 75.65 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $10M | -3% | 274k | 36.90 |
|
| S&p Global (SPGI) | 0.1 | $10M | +162% | 20k | 508.12 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $10M | +18% | 172k | 58.35 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $10M | +10% | 53k | 190.58 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $9.9M | +24% | 39k | 257.03 |
|
| CRH Ord (CRH) | 0.1 | $9.8M | +3% | 111k | 87.97 |
|
| Air Products & Chemicals (APD) | 0.1 | $9.8M | +22% | 33k | 294.92 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $9.7M | +18% | 75k | 128.96 |
|
| salesforce (CRM) | 0.1 | $9.6M | +33% | 36k | 268.36 |
|
| Genuine Parts Company (GPC) | 0.1 | $9.4M | +3% | 79k | 119.14 |
|
| Walt Disney Company (DIS) | 0.1 | $9.4M | +101% | 95k | 98.70 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $9.4M | +282% | 80k | 116.39 |
|
| Axsome Therapeutics Put Option (AXSM) | 0.1 | $9.3M | NEW | 80k | 116.63 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $9.3M | +47% | 54k | 172.74 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $9.0M | +10% | 214k | 42.22 |
|
| Target Corporation (TGT) | 0.1 | $9.0M | +11% | 87k | 104.36 |
|
| Progressive Corporation (PGR) | 0.1 | $9.0M | +34% | 32k | 283.01 |
|
| PNC Financial Services (PNC) | 0.1 | $9.0M | +18% | 51k | 175.77 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.1 | $8.9M | NEW | 212k | 42.06 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.1 | $8.9M | NEW | 127k | 69.74 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $8.9M | +5% | 73k | 121.97 |
|
| AFLAC Incorporated (AFL) | 0.1 | $8.8M | +20% | 79k | 111.19 |
|
| Fiserv (FI) | 0.1 | $8.8M | +30% | 40k | 220.83 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $8.8M | 335k | 26.20 |
|
|
| Kkr & Co (KKR) | 0.1 | $8.8M | +551% | 76k | 115.61 |
|
| Anthem (ELV) | 0.1 | $8.8M | +34% | 20k | 434.96 |
|
| Nordson Corporation (NDSN) | 0.1 | $8.6M | NEW | 43k | 201.72 |
|
| Medtronic SHS (MDT) | 0.1 | $8.6M | +20% | 96k | 89.86 |
|
| Linde SHS (LIN) | 0.1 | $8.6M | +47% | 19k | 465.66 |
|
| Ishares Tr U S Equity Factr (LRGF) | 0.1 | $8.6M | -2% | 148k | 57.88 |
|
| Verizon Communications (VZ) | 0.1 | $8.4M | +15% | 186k | 45.36 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $8.2M | +9% | 113k | 72.70 |
|
| Morgan Stanley Com New (MS) | 0.1 | $8.2M | +43% | 70k | 116.67 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $8.2M | +49% | 121k | 67.85 |
|
| Wells Fargo & Company (WFC) | 0.1 | $8.2M | +36% | 114k | 71.79 |
|
| American Tower Reit (AMT) | 0.1 | $8.2M | +15% | 38k | 217.60 |
|
| Quanta Services Put Option (PWR) | 0.1 | $8.2M | +864% | 32k | 254.18 |
|
| Goldman Sachs (GS) | 0.1 | $7.8M | +44% | 14k | 546.30 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $7.8M | 128k | 60.48 |
|
|
| Blackrock (BLK) | 0.1 | $7.8M | +27% | 8.2k | 946.60 |
|
| TransDigm Group Incorporated (TDG) | 0.1 | $7.8M | +666% | 5.6k | 1383.42 |
|
| Intuit (INTU) | 0.1 | $7.6M | +90% | 13k | 614.03 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $7.6M | +4% | 56k | 134.29 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $7.6M | 30k | 251.77 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $7.5M | 101k | 74.72 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $7.5M | +67% | 20k | 383.53 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $7.1M | +2% | 305k | 23.43 |
|
| FedEx Corporation (FDX) | 0.1 | $7.1M | +11% | 29k | 243.79 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $7.1M | +5% | 76k | 93.70 |
|
| O'reilly Automotive (ORLY) | 0.1 | $7.1M | +135% | 4.9k | 1432.69 |
|
| TJX Companies (TJX) | 0.1 | $7.0M | +38% | 57k | 121.80 |
|
| Republic Services (RSG) | 0.1 | $6.9M | +95% | 29k | 242.16 |
|
| Old Dominion Freight Line (ODFL) | 0.1 | $6.7M | +122% | 41k | 165.45 |
|
| Qualcomm (QCOM) | 0.1 | $6.6M | +37% | 43k | 153.61 |
|
| Ge Aerospace Com New (GE) | 0.1 | $6.6M | +52% | 33k | 200.15 |
|
| Stryker Corporation Put Option (SYK) | 0.1 | $6.5M | +84% | 18k | 372.25 |
|
| Norfolk Southern (NSC) | 0.1 | $6.5M | +16% | 27k | 236.86 |
|
| 2023 Etf Series Trust Ii Gmo Us Quality E (QLTY) | 0.1 | $6.4M | -30% | 205k | 31.26 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $6.4M | +6% | 147k | 43.60 |
|
| Vulcan Materials Company (VMC) | 0.1 | $6.4M | +1025% | 27k | 233.30 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $6.3M | 42k | 150.98 |
|
|
| Altria (MO) | 0.1 | $6.3M | +22% | 105k | 60.02 |
|
| Pfizer (PFE) | 0.1 | $6.3M | +25% | 249k | 25.34 |
|
| Moody's Corporation (MCO) | 0.1 | $6.3M | +325% | 14k | 465.69 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $6.3M | 23k | 270.83 |
|
|
| Becton, Dickinson and (BDX) | 0.1 | $6.3M | +26% | 27k | 229.07 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $6.2M | +10% | 14k | 446.74 |
|
| Servicenow (NOW) | 0.1 | $6.1M | +75% | 7.7k | 796.15 |
|
| CoStar (CSGP) | 0.1 | $6.1M | +1570% | 77k | 79.23 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $6.1M | +21% | 103k | 58.69 |
|
| Blackstone Group Inc Com Cl A Put Option (BX) | 0.1 | $6.1M | +68% | 43k | 139.78 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $6.0M | +5% | 38k | 160.54 |
|
| Illinois Tool Works (ITW) | 0.1 | $6.0M | +20% | 24k | 248.02 |
|
| Ecolab (ECL) | 0.1 | $6.0M | +235% | 24k | 253.52 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $6.0M | +46% | 36k | 166.00 |
|
| Palo Alto Networks (PANW) | 0.1 | $6.0M | 35k | 170.64 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $5.8M | +30% | 22k | 271.83 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $5.8M | +348% | 111k | 52.41 |
|
| Advanced Micro Devices (AMD) | 0.0 | $5.8M | +39% | 56k | 102.74 |
|
| Booking Holdings (BKNG) | 0.0 | $5.8M | +43% | 1.3k | 4608.76 |
|
| McKesson Corporation (MCK) | 0.0 | $5.7M | +11% | 8.4k | 673.04 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $5.6M | 137k | 41.15 |
|
|
| Heico Corp Cl A (HEI.A) | 0.0 | $5.5M | NEW | 26k | 210.97 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $5.5M | +11% | 67k | 83.28 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $5.5M | 23k | 244.65 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $5.5M | -16% | 27k | 206.49 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $5.5M | +22% | 90k | 60.99 |
|
| Fidelity National Information Services (FIS) | 0.0 | $5.5M | +18% | 73k | 74.68 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $5.4M | +79% | 8.9k | 607.91 |
|
| AutoZone (AZO) | 0.0 | $5.4M | +10% | 1.4k | 3812.97 |
|
| Waste Connections (WCN) | 0.0 | $5.4M | NEW | 28k | 195.19 |
|
| Zoetis Cl A (ZTS) | 0.0 | $5.3M | +138% | 32k | 164.65 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $5.3M | -9% | 21k | 255.53 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $5.2M | +8% | 62k | 84.40 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $5.2M | +21% | 11k | 484.82 |
|
| Deere & Company (DE) | 0.0 | $5.1M | +67% | 11k | 469.39 |
|
| American Electric Power Company (AEP) | 0.0 | $5.1M | +29% | 47k | 109.27 |
|
| Citigroup Com New (C) | 0.0 | $5.1M | +47% | 72k | 70.99 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $5.0M | -29% | 65k | 78.28 |
|
| Ansys (ANSS) | 0.0 | $5.0M | +806% | 16k | 316.56 |
|
| Dimensional Etf Trust Us Core Equity 1 (DCOR) | 0.0 | $5.0M | NEW | 82k | 61.33 |
|
| Cbre Group Cl A (CBRE) | 0.0 | $5.0M | +556% | 38k | 130.78 |
|
| ConocoPhillips (COP) | 0.0 | $5.0M | +20% | 47k | 105.02 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.0 | $4.9M | +808% | 144k | 34.20 |
|
| Enterprise Products Partners (EPD) | 0.0 | $4.9M | +24% | 143k | 34.14 |
|
| 3M Company (MMM) | 0.0 | $4.8M | +40% | 33k | 146.86 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $4.8M | +19% | 97k | 49.81 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $4.7M | +70% | 11k | 437.84 |
|
| United Parcel Service CL B (UPS) | 0.0 | $4.7M | +10% | 43k | 109.99 |
|
| Paccar (PCAR) | 0.0 | $4.7M | +35% | 48k | 97.37 |
|
| Travelers Companies (TRV) | 0.0 | $4.7M | +29% | 18k | 264.47 |
|
| Equifax (EFX) | 0.0 | $4.6M | -13% | 19k | 243.57 |
|
| Cadence Design Systems (CDNS) | 0.0 | $4.6M | +300% | 18k | 254.34 |
|
| Kla Corp Com New (KLAC) | 0.0 | $4.6M | +41% | 6.8k | 679.82 |
|
| Martin Marietta Materials (MLM) | 0.0 | $4.6M | +27% | 9.6k | 478.18 |
|
| Intel Corporation (INTC) | 0.0 | $4.6M | +41% | 203k | 22.71 |
|
| Starbucks Corporation (SBUX) | 0.0 | $4.6M | +22% | 47k | 98.09 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $4.5M | +146% | 69k | 65.59 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $4.5M | +15% | 11k | 419.89 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) | 0.0 | $4.5M | 119k | 37.60 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $4.5M | +1127% | 46k | 97.45 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $4.4M | +57% | 101k | 43.70 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $4.4M | +1682% | 53k | 82.94 |
|
| Fastenal Company (FAST) | 0.0 | $4.2M | +367% | 55k | 77.55 |
|
Past Filings by HB Wealth Management
SEC 13F filings are viewable for HB Wealth Management going back to 2021
- HB Wealth Management 2025 Q1 filed May 7, 2025
- HB Wealth Management 2024 Q4 filed Jan. 15, 2025
- HB Wealth Management 2024 Q3 filed Oct. 15, 2024
- HB Wealth Management 2024 Q2 filed July 26, 2024
- HB Wealth Management 2024 Q1 filed April 30, 2024
- HB Wealth Management 2023 Q4 filed Jan. 16, 2024
- HB Wealth Management 2023 Q3 filed Oct. 13, 2023
- HB Wealth Management 2023 Q2 filed July 13, 2023
- HB Wealth Management 2023 Q1 filed April 13, 2023
- HB Wealth Management 2022 Q4 filed Jan. 20, 2023
- HB Wealth Management 2022 Q3 filed Oct. 19, 2022
- HB Wealth Management 2022 Q2 filed July 15, 2022
- HB Wealth Management 2022 Q1 filed May 16, 2022
- HB Wealth Management 2021 Q4 filed Feb. 15, 2022