HB Wealth Management, LLC Q4 2023 Filing
Filed January 16, 2024
Portfolio Value
$7.0M
Holdings
785
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (785 positions)
| Stock | Value |
|---|---|
VTIVANGUARD INDEX FDS | $1.6M |
VIGVANGUARD SPECIALIZED FUNDS | $656K |
JPSTJ P MORGAN EXCHANGE TRADED F | $381K |
VXUSVANGUARD STAR FDS | $289K |
SPYGSPDR SER TR | $247K |
MINTPIMCO ETF TR | $241K |
HDHOME DEPOT INC | $234K |
IVWISHARES TR | $198K |
AAPLAPPLE INC | $178K |
SPYSPDR S&P 500 ETF TR | $149K |
SCHBSCHWAB STRATEGIC TR | $130K |
MSFTMICROSOFT CORP | $101K |
ITOTISHARES TR | $86K |
SCHXSCHWAB STRATEGIC TR | $64K |
VEUVANGUARD INTL EQUITY INDEX F | $62K |
VOOVANGUARD INDEX FDS | $58K |
IVVISHARES TR | $53K |
AMZNAMAZON COM INC | $40K |
SCHDSCHWAB STRATEGIC TR | $39K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $38K |
DFAUDIMENSIONAL ETF TRUST | $37K |
ACNACCENTURE PLC IRELAND | $36K |
SCHGSCHWAB STRATEGIC TR | $35K |
ALBALBEMARLE CORP | $32K |
NDQINVESCO QQQ TR | $31K |
JNJJOHNSON & JOHNSON | $27K |
PGPROCTER AND GAMBLE CO | $27K |
KOCOCA COLA CO | $27K |
IWDISHARES TR | $26K |
SCHFSCHWAB STRATEGIC TR | $26K |
JPMJPMORGAN CHASE & CO | $25K |
VOVANGUARD INDEX FDS | $24K |
IWVISHARES TR | $23K |
NVDANVIDIA CORPORATION | $22K |
LLYELI LILLY & CO | $22K |
UNHUNITEDHEALTH GROUP INC | $21K |
GOOGLALPHABET INC | $21K |
VUGVANGUARD INDEX FDS | $20K |
VVISA INC | $20K |
CVXCHEVRON CORP NEW | $19K |
DGRWWISDOMTREE TR | $19K |
VGSHVANGUARD SCOTTSDALE FDS | $19K |
IWFISHARES TR | $18K |
GOOGALPHABET INC | $18K |
HONHONEYWELL INTL INC | $17K |
TAT&T INC | $17K |
MCDMCDONALDS CORP | $17K |
VBVANGUARD INDEX FDS | $17K |
TXNTEXAS INSTRS INC | $17K |
PEPPEPSICO INC | $16K |
XOMEXXON MOBIL CORP | $16K |
BSVVANGUARD BD INDEX FDS | $16K |
WMTWALMART INC | $15K |
CSCOCISCO SYS INC | $15K |
ORCLORACLE CORP | $15K |
ABBVABBVIE INC | $14K |
MGKVANGUARD WORLD FD | $14K |
BRK-BBERKSHIRE HATHAWAY INC DEL | $14K |
METAMETA PLATFORMS INC | $14K |
TSLATESLA INC | $14K |
EFAISHARES TR | $14K |
DGROISHARES TR | $13K |
HDVISHARES TR | $13K |
MRKMERCK & CO INC | $13K |
SDYSPDR SER TR | $12K |
VONGVANGUARD SCOTTSDALE FDS | $12K |
GPCGENUINE PARTS CO | $12K |
NEUNEWMARKET CORP | $12K |
TOTLSSGA ACTIVE ETF TR | $11K |
RTXRTX CORPORATION | $11K |
IJRISHARES TR | $11K |
SOSOUTHERN CO | $11K |
IBMINTERNATIONAL BUSINESS MACHS | $11K |
CMCSACOMCAST CORP NEW | $11K |
AMGNAMGEN INC | $10K |
CATCATERPILLAR INC | $10K |
UNPUNION PAC CORP | $10K |
ABTABBOTT LABS | $10K |
AXPAMERICAN EXPRESS CO | $10K |
LOWLOWES COS INC | $10K |
ICEINTERCONTINENTAL EXCHANGE IN | $10K |
ADPAUTOMATIC DATA PROCESSING IN | $9K |
BACBANK AMERICA CORP | $9K |
DYHTARGET CORP | $9K |
NKENIKE INC | $9K |
VEAVANGUARD TAX-MANAGED FDS | $9K |
VBRVANGUARD INDEX FDS | $9K |
IVEISHARES TR | $9K |
MGCVANGUARD WORLD FD | $9K |
COSTCOSTCO WHSL CORP NEW | $8K |
SCHMSCHWAB STRATEGIC TR | $8K |
VTVVANGUARD INDEX FDS | $8K |
LRGFISHARES TR | $8K |
NEENEXTERA ENERGY INC | $8K |
AVGOBROADCOM INC | $8K |
GDGENERAL DYNAMICS CORP | $8K |
BACVERIZON COMMUNICATIONS INC | $8K |
JMSTJ P MORGAN EXCHANGE TRADED F | $8K |
LRCXEURLAM RESEARCH CORP | $8K |
INTCINTEL CORP | $8K |
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