HB Wealth Management, LLC Q1 2024 Filing
Filed April 30, 2024
Portfolio Value
$7.9B
Holdings
841
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (841 positions)
| Stock | Value |
|---|---|
VTIVANGUARD INDEX FDS | $1.9B |
VIGVANGUARD SPECIALIZED FUNDS | $814.3M |
JPSTJ P MORGAN EXCHANGE TRADED F | $405.2M |
VXUSVANGUARD STAR FDS | $306.5M |
SPYGSPDR SER TR | $294.7M |
MINTPIMCO ETF TR | $268.9M |
HDHOME DEPOT INC | $259.8M |
IVWISHARES TR | $218.6M |
AAPLAPPLE INC | $180.0M |
SPYSPDR S&P 500 ETF TR | $167.0M |
SCHBSCHWAB STRATEGIC TR | $138.6M |
MSFTMICROSOFT CORP | $116.4M |
ITOTISHARES TR | $94.9M |
TSLATESLA INC | $69.4M |
VOOVANGUARD INDEX FDS | $68.0M |
SCHXSCHWAB STRATEGIC TR | $66.3M |
VEUVANGUARD INTL EQUITY INDEX F | $61.6M |
IVVISHARES TR | $60.4M |
AMZNAMAZON COM INC | $52.4M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $46.9M |
NVDANVIDIA CORPORATION | $44.4M |
DFAUDIMENSIONAL ETF TRUST | $43.8M |
SCHDSCHWAB STRATEGIC TR | $40.4M |
SCHGSCHWAB STRATEGIC TR | $38.0M |
ACNACCENTURE PLC IRELAND | $35.2M |
NDQINVESCO QQQ TR | $33.2M |
ALBALBEMARLE CORP | $33.1M |
PGPROCTER AND GAMBLE CO | $31.5M |
JNJJOHNSON & JOHNSON | $30.6M |
JPMJPMORGAN CHASE & CO | $30.2M |
LLYELI LILLY & CO | $30.1M |
GOOGLALPHABET INC | $28.5M |
KOCOCA COLA CO | $28.4M |
IWDISHARES TR | $28.1M |
SCHFSCHWAB STRATEGIC TR | $26.1M |
IWVISHARES TR | $25.6M |
VOVANGUARD INDEX FDS | $24.4M |
VVISA INC | $22.7M |
UNHUNITEDHEALTH GROUP INC | $22.2M |
VUGVANGUARD INDEX FDS | $21.6M |
CVXCHEVRON CORP NEW | $20.9M |
IWFISHARES TR | $20.3M |
DGRWWISDOMTREE TR | $20.3M |
GOOGALPHABET INC | $20.2M |
METAMETA PLATFORMS INC | $20.0M |
NEUNEWMARKET CORP | $19.7M |
MGKVANGUARD WORLD FD | $18.8M |
ORCLORACLE CORP | $18.6M |
WMTWALMART INC | $18.4M |
XOMEXXON MOBIL CORP | $17.5M |
TAT&T INC | $17.4M |
HONHONEYWELL INTL INC | $17.4M |
PEPPEPSICO INC | $17.2M |
VBVANGUARD INDEX FDS | $16.9M |
MRKMERCK & CO INC | $16.8M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $16.5M |
MCDMCDONALDS CORP | $16.1M |
ABBVABBVIE INC | $16.1M |
TXNTEXAS INSTRS INC | $15.6M |
CSCOCISCO SYS INC | $15.4M |
DGROISHARES TR | $14.3M |
EFAISHARES TR | $14.3M |
HDVISHARES TR | $14.2M |
VONGVANGUARD SCOTTSDALE FDS | $13.9M |
CATCATERPILLAR INC | $13.6M |
RTXRTX CORPORATION | $13.4M |
DYHTARGET CORP | $13.2M |
SDYSPDR SER TR | $13.0M |
GPCGENUINE PARTS CO | $12.9M |
IBMINTERNATIONAL BUSINESS MACHS | $12.7M |
AXPAMERICAN EXPRESS CO | $12.6M |
COSTCOSTCO WHSL CORP NEW | $12.2M |
VGSHVANGUARD SCOTTSDALE FDS | $11.7M |
GQ9SPDR GOLD TR | $11.6M |
AMGNAMGEN INC | $11.5M |
LOWLOWES COS INC | $11.3M |
SOSOUTHERN CO | $11.2M |
CMCSACOMCAST CORP NEW | $10.7M |
ADPAUTOMATIC DATA PROCESSING IN | $10.6M |
BACBANK AMERICA CORP | $10.6M |
UNPUNION PAC CORP | $10.5M |
AVGOBROADCOM INC | $10.2M |
MGCVANGUARD WORLD FD | $10.2M |
ABTABBOTT LABS | $10.2M |
ICEINTERCONTINENTAL EXCHANGE IN | $10.0M |
SCTXXSCHWAB CHARLES FAMILY FD | $9.9M |
BSVVANGUARD BD INDEX FDS | $9.4M |
VEAVANGUARD TAX-MANAGED FDS | $9.3M |
RHCRH PLC | $9.3M |
VBRVANGUARD INDEX FDS | $9.3M |
VTVVANGUARD INDEX FDS | $9.2M |
SCHMSCHWAB STRATEGIC TR | $9.0M |
IVEISHARES TR | $8.9M |
COWZPACER FDS TR | $8.8M |
NEENEXTERA ENERGY INC | $8.7M |
CALFPACER FDS TR | $8.7M |
GDGENERAL DYNAMICS CORP | $8.7M |
WMWASTE MGMT INC DEL | $8.6M |
IJRISHARES TR | $8.5M |
VUSBVANGUARD BD INDEX FDS | $8.5M |
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