HB Wealth Management, LLC Q1 2025 Filing
Filed May 7, 2025
Portfolio Value
$11.9B
Holdings
1,197
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (1,197 positions)
| Stock | Value |
|---|---|
VTIVANGUARD INDEX FDS | $2.2B |
VIGVANGUARD SPECIALIZED FUNDS | $1.0B |
JPSTJ P MORGAN EXCHANGE TRADED F | $430.3M |
SPYGSPDR SER TR | $371.7M |
VXUSVANGUARD STAR FDS | $364.4M |
MINTPIMCO ETF TR | $348.6M |
AAPLAPPLE INC | $342.6M |
HDHOME DEPOT INC | $251.1M |
SPYSPDR S&P 500 ETF TR | $249.9M |
IVWISHARES TR | $230.1M |
MSFTMICROSOFT CORP | $180.9M |
JCPBJ P MORGAN EXCHANGE TRADED F | $177.7M |
SCHBSCHWAB STRATEGIC TR | $139.3M |
AVDEAMERICAN CENTY ETF TR | $133.1M |
ITOTISHARES TR | $117.3M |
IVVISHARES TR | $113.0M |
GSIEGOLDMAN SACHS ETF TR | $111.4M |
GSLCGOLDMAN SACHS ETF TR | $111.1M |
AVUSAMERICAN CENTY ETF TR | $108.5M |
AMZNAMAZON COM INC | $106.9M |
NVDANVIDIA CORPORATION | $105.9M |
TROWPRICE T ROWE GROUP INC | $98.9M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $86.9M |
VOOVANGUARD INDEX FDS | $85.8M |
SCHXSCHWAB STRATEGIC TR | $68.1M |
VVISA INC | $67.6M |
HTRBHARTFORD FDS EXCHANGE TRADED | $66.1M |
AVUVAMERICAN CENTY ETF TR | $65.5M |
AVEMAMERICAN CENTY ETF TR | $65.5M |
DFAUDIMENSIONAL ETF TRUST | $65.4M |
GOOGLALPHABET INC | $59.8M |
VEUVANGUARD INTL EQUITY INDEX F | $59.1M |
GEMGOLDMAN SACHS ETF TR | $59.1M |
IJRISHARES TR | $55.6M |
GOOGALPHABET INC | $54.1M |
JPMJPMORGAN CHASE & CO. | $53.8M |
JSCPJ P MORGAN EXCHANGE TRADED F | $52.9M |
LLYELI LILLY & CO | $45.7M |
PGPROCTER AND GAMBLE CO | $45.6M |
JNJJOHNSON & JOHNSON | $45.3M |
METAMETA PLATFORMS INC | $43.0M |
SCHDSCHWAB STRATEGIC TR | $42.6M |
ACNACCENTURE PLC IRELAND | $41.6M |
KOCOCA COLA CO | $41.1M |
NDQINVESCO QQQ TR | $41.1M |
SCHGSCHWAB STRATEGIC TR | $39.5M |
RSPINVESCO EXCHANGE TRADED FD T | $34.6M |
WMTWALMART INC | $34.0M |
UNHUNITEDHEALTH GROUP INC | $33.9M |
IWDISHARES TR | $33.0M |
AVGOBROADCOM INC | $32.6M |
JMSTJ P MORGAN EXCHANGE TRADED F | $32.5M |
ALBALBEMARLE CORP | $30.7M |
DFACDIMENSIONAL ETF TRUST | $30.3M |
VOVANGUARD INDEX FDS | $30.2M |
SCHFSCHWAB STRATEGIC TR | $30.0M |
TAT&T INC | $29.7M |
CVXCHEVRON CORP NEW | $29.5M |
ORCLORACLE CORP | $28.7M |
MAMASTERCARD INCORPORATED | $27.5M |
VUGVANGUARD INDEX FDS | $27.3M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $27.1M |
XOMEXXON MOBIL CORP | $27.0M |
MCDMCDONALDS CORP | $26.7M |
IWFISHARES TR | $26.7M |
ABBVABBVIE INC | $26.6M |
IWVISHARES TR | $26.2M |
COSTCOSTCO WHSL CORP NEW | $25.4M |
CSCOCISCO SYS INC | $23.9M |
TSLATESLA INC | $23.8M |
ABTABBOTT LABS | $23.6M |
MGKVANGUARD WORLD FD | $23.3M |
EFAISHARES TR | $23.2M |
RTXRTX CORPORATION | $21.6M |
GQ9SPDR GOLD TR | $21.6M |
PEPPEPSICO INC | $20.9M |
ACWVISHARES INC | $20.8M |
HDVISHARES TR | $19.4M |
IBMINTERNATIONAL BUSINESS MACHS | $19.2M |
DGRWWISDOMTREE TR | $19.2M |
HONHONEYWELL INTL INC | $17.9M |
MRKMERCK & CO INC | $17.7M |
AVMCAMERICAN CENTY ETF TR | $17.7M |
NEUNEWMARKET CORP | $17.2M |
AXPAMERICAN EXPRESS CO | $17.1M |
OBDCBLUE OWL CAPITAL CORPORATION | $16.6M |
AMGNAMGEN INC | $16.5M |
NFLXNETFLIX INC | $16.3M |
SOSOUTHERN CO | $16.3M |
VONGVANGUARD SCOTTSDALE FDS | $15.6M |
TXNTEXAS INSTRS INC | $15.1M |
IXUSISHARES TR | $14.9M |
NEENEXTERA ENERGY INC | $14.9M |
BACBANK AMERICA CORP | $14.8M |
VBVANGUARD INDEX FDS | $14.8M |
4I1PHILIP MORRIS INTL INC | $14.6M |
CATCATERPILLAR INC | $14.5M |
MCXMCCORMICK & CO INC | $14.5M |
ADPAUTOMATIC DATA PROCESSING IN | $14.5M |
AGGISHARES TR | $14.5M |
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