HB Wealth Management, LLC Q1 2023 Filing
Filed April 13, 2023
Portfolio Value
$5.8B
Holdings
713
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (713 positions)
| Stock | Value |
|---|---|
VTIVANGUARD INDEX FDS | $1.4B |
VIGVANGUARD SPECIALIZED FUNDS | $545.5M |
JPSTJ P MORGAN EXCHANGE TRADED F | $330.1M |
VXUSVANGUARD STAR FDS | $263.5M |
MINTPIMCO ETF TR | $200.2M |
SPYGSPDR SER TR | $186.1M |
IVWISHARES TR | $173.2M |
VGSHVANGUARD SCOTTSDALE FDS | $161.8M |
AAPLAPPLE INC | $139.6M |
SPYSPDR S&P 500 ETF TR | $131.2M |
SCHBSCHWAB STRATEGIC TR | $116.1M |
HDHOME DEPOT INC | $105.2M |
ITOTISHARES TR | $76.1M |
MSFTMICROSOFT CORP | $70.0M |
VEUVANGUARD INTL EQUITY INDEX F | $57.5M |
SCHXSCHWAB STRATEGIC TR | $53.4M |
SCHDSCHWAB STRATEGIC TR | $39.1M |
DFAUDIMENSIONAL ETF TRUST | $30.2M |
SCHGSCHWAB STRATEGIC TR | $30.1M |
SCHFSCHWAB STRATEGIC TR | $28.9M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $28.8M |
ACNACCENTURE PLC IRELAND | $28.1M |
KOCOCA COLA CO | $26.8M |
PGPROCTER AND GAMBLE CO | $25.3M |
NDQINVESCO QQQ TR | $24.7M |
JNJJOHNSON & JOHNSON | $24.0M |
VOOVANGUARD INDEX FDS | $23.9M |
VOVANGUARD INDEX FDS | $21.9M |
AMZNAMAZON COM INC | $20.9M |
IWVISHARES TR | $20.9M |
TAT&T INC | $19.7M |
IVVISHARES TR | $19.1M |
DGRWWISDOMTREE TR | $18.3M |
CVXCHEVRON CORP NEW | $18.0M |
PEPPEPSICO INC | $17.4M |
JPMJPMORGAN CHASE & CO | $16.9M |
UNHUNITEDHEALTH GROUP INC | $16.2M |
SDYSPDR SER TR | $15.9M |
MCDMCDONALDS CORP | $15.3M |
VVISA INC | $15.1M |
TXNTEXAS INSTRS INC | $14.9M |
VUGVANGUARD INDEX FDS | $14.9M |
HONHONEYWELL INTL INC | $14.6M |
CSCOCISCO SYS INC | $14.3M |
ABBVABBVIE INC | $14.2M |
ALBALBEMARLE CORP | $14.2M |
HDVISHARES TR | $13.9M |
DGROISHARES TR | $13.4M |
VBVANGUARD INDEX FDS | $13.4M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $13.0M |
WMTWALMART INC | $13.0M |
XOMEXXON MOBIL CORP | $12.6M |
ORCLORACLE CORP | $12.4M |
BSVVANGUARD BD INDEX FDS | $12.1M |
JMSTJ P MORGAN EXCHANGE TRADED F | $12.0M |
SOSOUTHERN CO | $11.8M |
GOOGLALPHABET INC | $11.8M |
IWFISHARES TR | $11.5M |
MGKVANGUARD WORLD FD | $11.2M |
DYHTARGET CORP | $11.2M |
RTXRAYTHEON TECHNOLOGIES CORP | $11.1M |
GPCGENUINE PARTS CO | $10.6M |
AQLTISHARES TR | $10.5M |
IWDISHARES TR | $10.5M |
MRKMERCK & CO INC | $10.3M |
GOOGALPHABET INC | $10.2M |
NEENEXTERA ENERGY INC | $9.7M |
NKENIKE INC | $9.6M |
IJRISHARES TR | $9.5M |
NVDANVIDIA CORPORATION | $9.1M |
VUSBVANGUARD BD INDEX FDS | $8.9M |
ADPAUTOMATIC DATA PROCESSING IN | $8.7M |
LRGFISHARES TR | $8.4M |
AXPAMERICAN EXPRESS CO | $8.4M |
LOWLOWES COS INC | $8.3M |
PFEPFIZER INC | $8.2M |
EFAISHARES TR | $8.1M |
ABTABBOTT LABS | $8.1M |
ICEINTERCONTINENTAL EXCHANGE IN | $7.9M |
TSLATESLA INC | $7.8M |
CMCSACOMCAST CORP NEW | $7.7M |
IBMINTERNATIONAL BUSINESS MACHS | $7.7M |
SCHMSCHWAB STRATEGIC TR | $7.6M |
AMGNAMGEN INC | $7.5M |
MGCVANGUARD WORLD FD | $7.3M |
VEAVANGUARD TAX-MANAGED FDS | $7.3M |
UNPUNION PAC CORP | $7.2M |
SPLVINVESCO EXCH TRADED FD TR II | $7.1M |
IVEISHARES TR | $7.0M |
BACVERIZON COMMUNICATIONS INC | $7.0M |
CATCATERPILLAR INC | $6.9M |
VBRVANGUARD INDEX FDS | $6.8M |
AQLTISHARES TR | $6.8M |
VTVVANGUARD INDEX FDS | $6.8M |
MGVVANGUARD WORLD FD | $6.7M |
BACBANK AMERICA CORP | $6.7M |
UPSUNITED PARCEL SERVICE INC | $6.6M |
VYMVANGUARD WHITEHALL FDS | $6.5M |
SCHASCHWAB STRATEGIC TR | $6.4M |
METAMETA PLATFORMS INC | $6.4M |
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