HB Wealth Management, LLC Q3 2024 Filing

Filed October 15, 2024

Portfolio Value

$9.3B

Holdings

960

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (960 positions)

StockValue
VTIVANGUARD INDEX FDS
$2.1B
VIGVANGUARD SPECIALIZED FUNDS
$937.4M
JPSTJ P MORGAN EXCHANGE TRADED F
$377.1M
SPYGSPDR SER TR
$366.8M
VXUSVANGUARD STAR FDS
$350.8M
MINTPIMCO ETF TR
$320.9M
HDHOME DEPOT INC
$277.3M
AAPLAPPLE INC
$273.4M
IVWISHARES TR
$241.0M
SPYSPDR S&P 500 ETF TR
$192.5M
SCHBSCHWAB STRATEGIC TR
$147.9M
MSFTMICROSOFT CORP
$138.8M
ITOTISHARES TR
$120.1M
TSLATESLA INC
$110.7M
NVDANVIDIA CORPORATION
$106.0M
IVVISHARES TR
$103.4M
VOOVANGUARD INDEX FDS
$79.9M
SCHXSCHWAB STRATEGIC TR
$71.5M
AMZNAMAZON COM INC
$70.8M
VEUVANGUARD INTL EQUITY INDEX F
$62.5M
BRK/BBERKSHIRE HATHAWAY INC DEL
$59.7M
DFAUDIMENSIONAL ETF TRUST
$55.8M
ALBALBEMARLE CORP
$52.1M
ACNACCENTURE PLC IRELAND
$43.4M
SCHGSCHWAB STRATEGIC TR
$41.6M
NDQINVESCO QQQ TR
$40.9M
SCHDSCHWAB STRATEGIC TR
$40.6M
LLYELI LILLY & CO
$37.7M
GOOGLALPHABET INC
$36.6M
PGPROCTER AND GAMBLE CO
$36.3M
KOCOCA COLA CO
$36.1M
JPMJPMORGAN CHASE & CO.
$34.4M
JNJJOHNSON & JOHNSON
$33.1M
METAMETA PLATFORMS INC
$32.8M
GOOGALPHABET INC
$31.6M
IWDISHARES TR
$31.1M
ORCLORACLE CORP
$30.8M
UNHUNITEDHEALTH GROUP INC
$29.8M
WMTWALMART INC
$27.9M
IWVISHARES TR
$27.8M
VVISA INC
$25.6M
SCHFSCHWAB STRATEGIC TR
$25.1M
VUGVANGUARD INDEX FDS
$24.9M
VOVANGUARD INDEX FDS
$24.2M
IWFISHARES TR
$23.5M
MGKVANGUARD WORLD FD
$21.4M
DGRWWISDOMTREE TR
$21.3M
AVGOBROADCOM INC
$21.3M
CVXCHEVRON CORP NEW
$20.8M
TAT&T INC
$20.7M
TXNTEXAS INSTRS INC
$19.8M
XOMEXXON MOBIL CORP
$19.4M
NEUNEWMARKET CORP
$19.1M
ABBVABBVIE INC
$18.9M
SCTXXSCHWAB CHARLES FAMILY FD
$18.1M
MCDMCDONALDS CORP
$18.0M
BRK-BBERKSHIRE HATHAWAY INC DEL
$18.0M
HDVISHARES TR
$17.8M
RTXRTX CORPORATION
$17.2M
PEPPEPSICO INC
$17.1M
CSCOCISCO SYS INC
$16.8M
MRKMERCK & CO INC
$16.8M
COSTCOSTCO WHSL CORP NEW
$16.8M
IJRISHARES TR
$16.5M
HONHONEYWELL INTL INC
$16.3M
VONGVANGUARD SCOTTSDALE FDS
$16.1M
VBVANGUARD INDEX FDS
$16.0M
AXPAMERICAN EXPRESS CO
$15.6M
SOSOUTHERN CO
$15.2M
EFAISHARES TR
$15.1M
IXUSISHARES TR
$15.1M
IBMINTERNATIONAL BUSINESS MACHS
$15.1M
DGROISHARES TR
$14.4M
CATCATERPILLAR INC
$14.3M
ILOWAB ACTIVE ETFS INC
$14.2M
LOWLOWES COS INC
$14.1M
NEENEXTERA ENERGY INC
$14.0M
AMGNAMGEN INC
$13.6M
SDYSPDR SER TR
$12.9M
IGMISHARES TR
$12.5M
DYHTARGET CORP
$12.3M
ICEINTERCONTINENTAL EXCHANGE IN
$11.8M
GQ9SPDR GOLD TR
$11.7M
ADPAUTOMATIC DATA PROCESSING IN
$11.4M
MGCVANGUARD WORLD FD
$11.3M
CMCSACOMCAST CORP NEW
$11.3M
ABTABBOTT LABS
$11.3M
BACBANK AMERICA CORP
$11.1M
UNPUNION PAC CORP
$10.8M
GPCGENUINE PARTS CO
$10.7M
RHCRH PLC
$10.0M
VEAVANGUARD TAX-MANAGED FDS
$9.8M
MAMASTERCARD INCORPORATED
$9.7M
APDAIR PRODS & CHEMS INC
$9.7M
VBRVANGUARD INDEX FDS
$9.6M
GDGENERAL DYNAMICS CORP
$9.6M
IVEISHARES TR
$9.5M
NFLXNETFLIX INC
$9.4M
MGVVANGUARD WORLD FD
$9.3M
SCHMSCHWAB STRATEGIC TR
$9.2M
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