HB Wealth Management, LLC Q3 2023 Filing
Filed October 13, 2023
Portfolio Value
$6.2B
Holdings
757
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (757 positions)
| Stock | Value |
|---|---|
VTIVANGUARD INDEX FDS | $1.5B |
VIGVANGUARD SPECIALIZED FUNDS | $558.3M |
JPSTJ P MORGAN EXCHANGE TRADED F | $351.1M |
VXUSVANGUARD STAR FDS | $266.0M |
SPYGSPDR SER TR | $220.2M |
MINTPIMCO ETF TR | $220.2M |
IVWISHARES TR | $182.1M |
VGSHVANGUARD SCOTTSDALE FDS | $160.6M |
AAPLAPPLE INC | $155.2M |
SPYSPDR S&P 500 ETF TR | $138.5M |
HDHOME DEPOT INC | $120.7M |
SCHBSCHWAB STRATEGIC TR | $116.9M |
MSFTMICROSOFT CORP | $82.1M |
ITOTISHARES TR | $77.5M |
SCHXSCHWAB STRATEGIC TR | $57.6M |
VEUVANGUARD INTL EQUITY INDEX F | $54.6M |
SCHDSCHWAB STRATEGIC TR | $37.4M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $35.7M |
ALBALBEMARLE CORP | $34.1M |
AMZNAMAZON COM INC | $33.3M |
SCHGSCHWAB STRATEGIC TR | $31.5M |
ACNACCENTURE PLC IRELAND | $31.2M |
DFAUDIMENSIONAL ETF TRUST | $30.8M |
PGPROCTER AND GAMBLE CO | $27.7M |
NDQINVESCO QQQ TR | $27.6M |
JNJJOHNSON & JOHNSON | $26.8M |
SCHFSCHWAB STRATEGIC TR | $25.9M |
KOCOCA COLA CO | $25.1M |
VOOVANGUARD INDEX FDS | $24.1M |
JPMJPMORGAN CHASE & CO | $22.4M |
CVXCHEVRON CORP NEW | $21.8M |
IWVISHARES TR | $21.7M |
VOVANGUARD INDEX FDS | $21.0M |
IVVISHARES TR | $20.8M |
GOOGLALPHABET INC | $19.3M |
LLYELI LILLY & CO | $19.2M |
UNHUNITEDHEALTH GROUP INC | $19.1M |
XOMEXXON MOBIL CORP | $18.9M |
NVDANVIDIA CORPORATION | $17.8M |
DGRWWISDOMTREE TR | $17.7M |
VVISA INC | $17.5M |
PEPPEPSICO INC | $17.1M |
CSCOCISCO SYS INC | $16.8M |
VUGVANGUARD INDEX FDS | $16.6M |
HONHONEYWELL INTL INC | $16.0M |
GOOGALPHABET INC | $15.9M |
WMTWALMART INC | $15.4M |
TAT&T INC | $15.2M |
MCDMCDONALDS CORP | $15.2M |
ORCLORACLE CORP | $14.9M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $13.8M |
ABBVABBVIE INC | $13.7M |
VBVANGUARD INDEX FDS | $13.5M |
TXNTEXAS INSTRS INC | $13.3M |
SDYSPDR SER TR | $13.3M |
HDVISHARES TR | $12.9M |
GPCGENUINE PARTS CO | $12.9M |
IWFISHARES TR | $12.4M |
MGKVANGUARD WORLD FD | $12.4M |
DGROISHARES TR | $11.9M |
TSLATESLA INC | $11.6M |
METAMETA PLATFORMS INC | $11.3M |
MRKMERCK & CO INC | $11.1M |
SOSOUTHERN CO | $10.6M |
VUSBVANGUARD BD INDEX FDS | $10.5M |
CMCSACOMCAST CORP NEW | $10.3M |
IWDISHARES TR | $10.3M |
NEUNEWMARKET CORP | $10.2M |
AMGNAMGEN INC | $10.1M |
ADPAUTOMATIC DATA PROCESSING IN | $9.9M |
IJRISHARES TR | $9.9M |
BSVVANGUARD BD INDEX FDS | $9.8M |
IBMINTERNATIONAL BUSINESS MACHS | $9.7M |
CATCATERPILLAR INC | $9.4M |
LOWLOWES COS INC | $9.3M |
RTXRTX CORPORATION | $9.1M |
ABTABBOTT LABS | $8.6M |
VEAVANGUARD TAX-MANAGED FDS | $8.5M |
ICEINTERCONTINENTAL EXCHANGE IN | $8.4M |
LRGFISHARES TR | $8.3M |
JMSTJ P MORGAN EXCHANGE TRADED F | $8.3M |
AXPAMERICAN EXPRESS CO | $8.2M |
UNPUNION PAC CORP | $8.1M |
NKENIKE INC | $8.0M |
MGCVANGUARD WORLD FD | $7.8M |
EFAISHARES TR | $7.8M |
BACBANK AMERICA CORP | $7.8M |
IVEISHARES TR | $7.7M |
NEENEXTERA ENERGY INC | $7.6M |
SCHMSCHWAB STRATEGIC TR | $7.5M |
DYHTARGET CORP | $7.3M |
VBRVANGUARD INDEX FDS | $7.2M |
COSTCOSTCO WHSL CORP NEW | $7.1M |
AQLTISHARES TR | $7.0M |
PFEPFIZER INC | $6.8M |
MGVVANGUARD WORLD FD | $6.7M |
SPLVINVESCO EXCH TRADED FD TR II | $6.6M |
GDGENERAL DYNAMICS CORP | $6.5M |
UPSUNITED PARCEL SERVICE INC | $6.4M |
VTVVANGUARD INDEX FDS | $6.4M |
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