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 713 positions in its portfolio as reported in the March 2023 quarterly 13F filing

HB Wealth Management has 713 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) 23.8 $1.4B +3% 7.1M 193.04
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Vanguard Specialized Funds Div App Etf (VIG) 9.5 $546M +3% 3.6M 149.74
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 5.7 $330M +11% 6.6M 49.85
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 4.6 $264M +3% 4.9M 54.32
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 3.5 $200M +5% 2.1M 96.45
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 3.2 $186M +7% 3.5M 53.10
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Ishares Tr S&p 500 Grwt Etf (IVW) 3.0 $173M 2.7M 63.89
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 2.8 $162M +8% 2.8M 57.20
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Apple (AAPL) 2.4 $140M +2% 846k 164.90
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.3 $131M 321k 409.39
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 2.0 $116M -10% 2.4M 47.85
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Home Depot (HD) 1.8 $105M 357k 295.12
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Ishares Tr Core S&p Ttl Stk (ITOT) 1.3 $76M -3% 840k 90.55
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Microsoft Corporation (MSFT) 1.2 $70M +4% 243k 288.30
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.0 $58M -3% 1.1M 53.47
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.9 $53M 1.1M 48.37
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.7 $39M 535k 73.16
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.5 $30M 1.0M 28.77
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.5 $30M -2% 462k 65.17
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $29M -17% 829k 34.80
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $29M +3% 93k 308.77
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Accenture Plc Ireland Shs Class A (ACN) 0.5 $28M 98k 285.81
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Coca-Cola Company (KO) 0.5 $27M 433k 62.03
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Procter & Gamble Company (PG) 0.4 $25M +2% 170k 148.69
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $25M +4% 77k 320.93
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Johnson & Johnson (JNJ) 0.4 $24M 155k 155.00
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $24M 64k 376.07
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Vanguard Index Fds Mid Cap Etf (VO) 0.4 $22M -2% 104k 210.92
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Amazon (AMZN) 0.4 $21M +6% 203k 103.29
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Ishares Tr Russell 3000 Etf (IWV) 0.4 $21M -5% 89k 235.41
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At&t (T) 0.3 $20M 1.0M 19.25
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Ishares Tr Core S&p500 Etf (IVV) 0.3 $19M -8% 47k 411.08
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.3 $18M -3% 293k 62.34
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Chevron Corporation (CVX) 0.3 $18M +2% 110k 163.16
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Pepsi (PEP) 0.3 $17M +2% 96k 182.30
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JPMorgan Chase & Co. (JPM) 0.3 $17M +3% 130k 130.31
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UnitedHealth (UNH) 0.3 $16M 34k 472.59
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Spdr Ser Tr S&p Divid Etf (SDY) 0.3 $16M 129k 123.71
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McDonald's Corporation (MCD) 0.3 $15M -2% 55k 279.61
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Visa Com Cl A (V) 0.3 $15M +4% 67k 225.46
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Texas Instruments Incorporated (TXN) 0.3 $15M 80k 186.01
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Vanguard Index Fds Growth Etf (VUG) 0.3 $15M +2% 60k 249.44
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Honeywell International (HON) 0.3 $15M 77k 191.12
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Cisco Systems (CSCO) 0.2 $14M +6% 274k 52.27
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Abbvie (ABBV) 0.2 $14M +3% 89k 159.37
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Albemarle Corporation (ALB) 0.2 $14M -3% 64k 221.04
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Ishares Tr Core High Dv Etf (HDV) 0.2 $14M -8% 137k 101.66
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Ishares Tr Core Div Grwth (DGRO) 0.2 $13M -19% 267k 49.99
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Vanguard Index Fds Small Cp Etf (VB) 0.2 $13M 71k 189.56
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $13M +3% 28.00 465600.00
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Wal-Mart Stores (WMT) 0.2 $13M 88k 147.45
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Exxon Mobil Corporation (XOM) 0.2 $13M 115k 109.66
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Oracle Corporation (ORCL) 0.2 $12M +2% 133k 92.92
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $12M -56% 159k 76.49
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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.2 $12M -76% 236k 50.79
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Southern Company (SO) 0.2 $12M +2% 170k 69.58
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Alphabet Cap Stk Cl A (GOOGL) 0.2 $12M +10% 114k 103.73
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $12M -5% 47k 244.33
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Vanguard World Mega Grwth Ind (MGK) 0.2 $11M 55k 204.51
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Target Corporation (TGT) 0.2 $11M +12% 67k 165.63
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Raytheon Technologies Corp (RTX) 0.2 $11M +2% 113k 97.93
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Genuine Parts Company (GPC) 0.2 $11M +7% 64k 167.31
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Ishares Tr Core Msci Eafe (IEFA) 0.2 $11M -3% 157k 66.85
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Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $11M 69k 152.26
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Merck & Co (MRK) 0.2 $10M +3% 97k 106.39
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Alphabet Cap Stk Cl C (GOOG) 0.2 $10M 99k 104.00
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Nextera Energy (NEE) 0.2 $9.7M +2% 126k 77.08
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Nike CL B (NKE) 0.2 $9.6M 78k 122.64
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Ishares Tr Core S&p Scp Etf (IJR) 0.2 $9.5M +5% 99k 96.70
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NVIDIA Corporation (NVDA) 0.2 $9.1M +12% 33k 277.77
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Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.2 $8.9M -42% 181k 49.24
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Automatic Data Processing (ADP) 0.2 $8.7M -3% 39k 222.63
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Ishares Tr U S Equity Factr (LRGF) 0.1 $8.4M -2% 202k 41.44
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American Express Company (AXP) 0.1 $8.4M +5% 51k 164.95
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Lowe's Companies (LOW) 0.1 $8.3M +2% 42k 199.97
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Pfizer (PFE) 0.1 $8.2M -41% 200k 40.80
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $8.1M 114k 71.52
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Abbott Laboratories (ABT) 0.1 $8.1M -3% 80k 101.26
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Intercontinental Exchange (ICE) 0.1 $7.9M +2% 76k 104.29
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Tesla Motors (TSLA) 0.1 $7.8M +12% 38k 207.46
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Comcast Corp Cl A (CMCSA) 0.1 $7.7M +21% 204k 37.91
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International Business Machines (IBM) 0.1 $7.7M 59k 131.09
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $7.6M -4% 111k 67.85
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Amgen (AMGN) 0.1 $7.5M +2% 31k 241.75
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Vanguard World Mega Cap Index (MGC) 0.1 $7.3M 51k 143.14
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $7.3M -5% 162k 45.17
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Union Pacific Corporation (UNP) 0.1 $7.2M +2% 36k 201.26
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $7.1M 113k 62.40
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $7.0M +5% 46k 151.76
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Verizon Communications (VZ) 0.1 $7.0M +39% 179k 38.89
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Caterpillar (CAT) 0.1 $6.9M 30k 228.84
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $6.8M +8% 43k 158.76
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Ishares Tr Select Divid Etf (DVY) 0.1 $6.8M 58k 117.18
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Vanguard Index Fds Value Etf (VTV) 0.1 $6.8M 49k 138.11
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Vanguard World Mega Cap Val Etf (MGV) 0.1 $6.7M 66k 101.02
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Bank of America Corporation (BAC) 0.1 $6.7M -17% 233k 28.60
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United Parcel Service CL B (UPS) 0.1 $6.6M -11% 34k 193.99
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $6.5M 61k 105.50
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $6.4M 153k 41.93
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Meta Platforms Cl A (META) 0.1 $6.4M +19% 30k 211.94
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General Dynamics Corporation (GD) 0.1 $6.2M 27k 228.21
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $5.8M +6% 23k 250.16
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Ishares Tr Rus 1000 Etf (IWB) 0.1 $5.8M 26k 225.23
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Waste Management (WM) 0.1 $5.7M +4% 35k 163.17
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Vanguard Index Fds Large Cap Etf (VV) 0.1 $5.7M 30k 186.81
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Eli Lilly & Co. (LLY) 0.1 $5.6M 16k 343.42
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Ishares Tr Core Msci Total (IXUS) 0.1 $5.5M -2% 89k 61.95
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Duke Energy Corp Com New (DUK) 0.1 $5.5M +4% 57k 96.47
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Vanguard World Fds Inf Tech Etf (VGT) 0.1 $5.4M 14k 385.48
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $5.4M +5% 30k 178.40
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Medtronic SHS (MDT) 0.1 $5.4M +67% 67k 80.62
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Walt Disney Company (DIS) 0.1 $5.3M -5% 53k 100.13
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American Centy Etf Tr Us Eqt Etf (AVUS) 0.1 $5.2M +14% 73k 70.88
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Chubb (CB) 0.1 $5.1M 26k 194.18
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Dimensional Etf Trust Us Equity Etf (DFUS) 0.1 $5.1M 115k 44.43
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $5.0M 35k 144.62
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FedEx Corporation (FDX) 0.1 $5.0M +36% 22k 228.49
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Costco Wholesale Corporation (COST) 0.1 $4.9M +8% 9.9k 496.89
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Lockheed Martin Corporation (LMT) 0.1 $4.9M 10k 472.71
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Global Payments (GPN) 0.1 $4.9M 46k 105.24
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Anthem (ELV) 0.1 $4.7M 10k 459.82
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Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.1 $4.6M -2% 113k 41.03
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $4.6M 10k 458.42
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $4.6M 70k 65.58
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Emerson Electric (EMR) 0.1 $4.6M 52k 87.14
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Lam Research Corporation (LRCX) 0.1 $4.6M +80% 8.6k 530.12
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Illinois Tool Works (ITW) 0.1 $4.6M -3% 19k 243.45
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PNC Financial Services (PNC) 0.1 $4.5M +9% 35k 127.10
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Becton, Dickinson and (BDX) 0.1 $4.5M +5% 18k 247.55
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Ishares Tr S&p 100 Etf (OEF) 0.1 $4.5M 24k 187.04
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NewMarket Corporation (NEU) 0.1 $4.4M -11% 12k 364.98
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $4.4M +15% 20k 216.41
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Us Bancorp Del Com New (USB) 0.1 $4.3M +27% 121k 36.05
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Colgate-Palmolive Company (CL) 0.1 $4.3M 57k 75.15
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Thermo Fisher Scientific (TMO) 0.1 $4.3M +3% 7.4k 576.37
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American Tower Reit (AMT) 0.1 $4.2M +3% 21k 204.34
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Mastercard Incorporated Cl A (MA) 0.1 $4.2M 12k 363.41
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Sherwin-Williams Company (SHW) 0.1 $4.2M +8% 19k 224.77
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $4.1M 58k 71.51
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $4.1M 30k 134.07
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Bristol Myers Squibb (BMY) 0.1 $4.0M -3% 57k 69.31
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Intel Corporation (INTC) 0.1 $3.8M -3% 117k 32.67
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Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $3.6M -3% 27k 137.02
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Warner Bros Discovery Com Ser A (WBD) 0.1 $3.5M +22% 234k 15.10
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $3.5M +11% 64k 54.60
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Mid-America Apartment (MAA) 0.1 $3.4M 23k 151.04
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Morgan Stanley Com New (MS) 0.1 $3.4M +9% 39k 87.80
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Owl Rock Capital Corporation (ORCC) 0.1 $3.4M -23% 269k 12.61
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Equifax (EFX) 0.1 $3.4M 17k 202.84
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $3.3M 17k 194.89
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Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $3.3M +112% 9.6k 339.32
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Spdr Gold Tr Gold Shs (GLD) 0.1 $3.3M -2% 18k 183.22
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $3.2M +10% 44k 73.83
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Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $3.2M -12% 48k 67.82
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Select Sector Spdr Tr Technology (XLK) 0.1 $3.2M -26% 21k 151.01
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $3.2M +11% 14k 226.83
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Starbucks Corporation (SBUX) 0.1 $3.1M -2% 30k 104.13
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Vanguard World Fds Health Car Etf (VHT) 0.1 $3.1M -2% 13k 238.46
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Broadcom (AVGO) 0.1 $3.0M +7% 4.7k 641.50
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Truist Financial Corp equities (TFC) 0.1 $2.9M +21% 86k 34.10
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $2.8M -8% 70k 40.40
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ConocoPhillips (COP) 0.0 $2.8M -6% 28k 99.21
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Ishares Gold Tr Ishares New (IAU) 0.0 $2.8M 74k 37.37
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Philip Morris International (PM) 0.0 $2.8M +6% 28k 97.25
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Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $2.7M 39k 69.92
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Enterprise Products Partners (EPD) 0.0 $2.7M +2% 105k 25.90
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General Mills (GIS) 0.0 $2.7M +2% 31k 85.46
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AutoZone (AZO) 0.0 $2.6M +6% 1.1k 2458.15
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $2.6M +9% 66k 39.46
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Qualcomm (QCOM) 0.0 $2.6M -17% 20k 127.58
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Fiserv (FISV) 0.0 $2.6M 23k 113.03
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Goldman Sachs Bdc SHS (GSBD) 0.0 $2.6M -15% 188k 13.65
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Archer Daniels Midland Company (ADM) 0.0 $2.5M 32k 79.66
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Linde SHS 0.0 $2.5M NEW 7.0k 355.46
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $2.5M -3% 19k 129.46
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Netflix (NFLX) 0.0 $2.4M +5% 7.0k 345.48
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McKesson Corporation (MCK) 0.0 $2.4M 6.8k 356.08
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Norfolk Southern (NSC) 0.0 $2.4M -2% 11k 212.00
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Goldman Sachs (GS) 0.0 $2.4M 7.3k 327.11
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Trustmark Corporation (TRMK) 0.0 $2.4M 97k 24.70
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Marathon Petroleum Corp (MPC) 0.0 $2.3M 17k 134.83
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3M Company (MMM) 0.0 $2.3M -11% 22k 105.11
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Mondelez Intl Cl A (MDLZ) 0.0 $2.2M +5% 32k 69.72
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Adobe Systems Incorporated (ADBE) 0.0 $2.2M +14% 5.8k 385.37
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Altria (MO) 0.0 $2.2M +6% 50k 44.62
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salesforce (CRM) 0.0 $2.2M +27% 11k 199.78
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AFLAC Incorporated (AFL) 0.0 $2.2M 34k 64.52
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Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $2.2M -13% 26k 83.04
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Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $2.2M -2% 25k 88.77
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $2.0M -38% 23k 90.45
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Danaher Corporation (DHR) 0.0 $2.0M -5% 8.0k 252.05
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Deere & Company (DE) 0.0 $2.0M +30% 4.9k 412.88
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Boeing Company (BA) 0.0 $2.0M +9% 9.4k 212.42
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $2.0M 22k 91.24
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Ishares Tr Msci Acwi Etf (ACWI) 0.0 $2.0M 22k 91.16
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $1.9M -16% 5.8k 332.61
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Science App Int'l (SAIC) 0.0 $1.9M 18k 107.46
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Regions Financial Corporation (RF) 0.0 $1.9M -2% 104k 18.56
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Delta Air Lines Inc Del Com New (DAL) 0.0 $1.9M -3% 54k 34.92
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CSX Corporation (CSX) 0.0 $1.9M -4% 62k 29.94
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Ishares Tr Msci Usa Min Vol (USMV) 0.0 $1.9M +3% 26k 72.74
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $1.9M +5% 18k 102.77
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Air Products & Chemicals (APD) 0.0 $1.8M +2% 6.3k 287.21
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PPG Industries (PPG) 0.0 $1.8M 14k 133.58
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Travelers Companies (TRV) 0.0 $1.8M 11k 171.41
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Cigna Corp (CI) 0.0 $1.8M -2% 7.0k 255.55
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Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) 0.0 $1.8M 25k 72.55
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CVS Caremark Corporation (CVS) 0.0 $1.8M 24k 74.31
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Kimberly-Clark Corporation (KMB) 0.0 $1.8M +14% 13k 134.22
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Phillips 66 (PSX) 0.0 $1.8M +6% 17k 101.38
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Ishares Tr S&P SML 600 GWT (IJT) 0.0 $1.8M 16k 109.94
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Ishares Tr Core Us Aggbd Et (AGG) 0.0 $1.8M +6% 18k 99.64
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American Electric Power Company (AEP) 0.0 $1.7M 19k 90.99
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Blackstone Group Inc Com Cl A (BX) 0.0 $1.7M 20k 87.84
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Hess (HES) 0.0 $1.7M 13k 132.34
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Wisdomtree Tr Putwrite Strat (PUTW) 0.0 $1.7M -39% 55k 31.04
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Valero Energy Corporation (VLO) 0.0 $1.7M -12% 12k 139.60
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Astrazeneca Sponsored Adr (AZN) 0.0 $1.7M 24k 69.41
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Select Sector Spdr Tr Financial (XLF) 0.0 $1.7M -4% 52k 32.15
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BlackRock (BLK) 0.0 $1.7M 2.5k 669.02
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South State Corporation (SSB) 0.0 $1.6M +3% 23k 71.26
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Stryker Corporation (SYK) 0.0 $1.6M +6% 5.7k 285.49
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $1.6M 18k 92.09
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Ishares Tr Msci Eafe Min Vl (EFAV) 0.0 $1.6M 24k 67.65
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Nucor Corporation (NUE) 0.0 $1.6M +6% 10k 154.47
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Shell Spon Ads (SHEL) 0.0 $1.5M 27k 57.54
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Eaton Corp SHS (ETN) 0.0 $1.5M +10% 9.0k 171.34
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Humana (HUM) 0.0 $1.5M +5% 3.2k 485.46
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Ishares Tr Fltg Rate Nt Etf (FLOT) 0.0 $1.5M 30k 50.39
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TJX Companies (TJX) 0.0 $1.5M 19k 78.36
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AMN Healthcare Services (AMN) 0.0 $1.5M -11% 18k 82.96
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Ishares Tr U.s. Tech Etf (IYW) 0.0 $1.5M 16k 92.81
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Ishares Tr Msci Kld400 Soc (DSI) 0.0 $1.5M 19k 77.99
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Advanced Micro Devices (AMD) 0.0 $1.5M +2% 15k 98.01
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Wells Fargo & Company (WFC) 0.0 $1.5M -9% 39k 37.38
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Allstate Corporation (ALL) 0.0 $1.5M -4% 13k 110.81
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Global X Fds Us Infr Dev Etf (PAVE) 0.0 $1.5M 51k 28.35
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Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $1.4M 17k 87.77
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Workday Cl A (WDAY) 0.0 $1.4M +2% 6.9k 206.54
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Te Connectivity SHS (TEL) 0.0 $1.4M +2% 11k 131.15
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Renaissance Re Holdings Ltd Cmn (RNR) 0.0 $1.4M -22% 7.0k 200.34
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Intuit (INTU) 0.0 $1.4M +6% 3.1k 445.90
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Northrop Grumman Corporation (NOC) 0.0 $1.4M -2% 3.0k 461.67
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Republic Services (RSG) 0.0 $1.4M -2% 10k 135.22
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Diageo Spon Adr New (DEO) 0.0 $1.4M 7.6k 181.18
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Select Sector Spdr Tr Sbi Int-inds (XLI) 0.0 $1.4M -18% 13k 101.18
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Applied Materials (AMAT) 0.0 $1.4M +5% 11k 122.83
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First Tr Dow Jones Select Mi Com Shs Annual (FDM) 0.0 $1.3M 25k 53.65
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $1.3M 21k 62.89
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Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.0 $1.3M 20k 66.81
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Past Filings by HB Wealth Management

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