HB Wealth Management, LLC Q4 2024 Filing
Filed January 15, 2025
Portfolio Value
$9.8M
Holdings
1,052
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (1,052 positions)
| Stock | Value |
|---|---|
VTIVANGUARD INDEX FDS | $2.2M |
VIGVANGUARD SPECIALIZED FUNDS | $943K |
JPSTJ P MORGAN EXCHANGE TRADED F | $417K |
SPYGSPDR SER TR | $394K |
MINTPIMCO ETF TR | $349K |
VXUSVANGUARD STAR FDS | $330K |
AAPLAPPLE INC | $304K |
HDHOME DEPOT INC | $261K |
IVWISHARES TR | $252K |
SPYSPDR S&P 500 ETF TR | $200K |
TSLATESLA INC | $172K |
SCHBSCHWAB STRATEGIC TR | $148K |
MSFTMICROSOFT CORP | $144K |
ITOTISHARES TR | $123K |
NVDANVIDIA CORPORATION | $123K |
IVVISHARES TR | $106K |
AMZNAMAZON COM INC | $91K |
VOOVANGUARD INDEX FDS | $84K |
SCHXSCHWAB STRATEGIC TR | $70K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $61K |
DFAUDIMENSIONAL ETF TRUST | $60K |
VEUVANGUARD INTL EQUITY INDEX F | $57K |
GOOGLALPHABET INC | $47K |
SCHFSCHWAB STRATEGIC TR | $46K |
ALBALBEMARLE CORP | $45K |
SCHGSCHWAB STRATEGIC TR | $44K |
ACNACCENTURE PLC IRELAND | $44K |
NDQINVESCO QQQ TR | $42K |
JPMJPMORGAN CHASE & CO. | $41K |
GOOGALPHABET INC | $40K |
SCHDSCHWAB STRATEGIC TR | $39K |
PGPROCTER AND GAMBLE CO | $36K |
METAMETA PLATFORMS INC | $35K |
LLYELI LILLY & CO | $34K |
AVGOBROADCOM INC | $33K |
KOCOCA COLA CO | $32K |
WMTWALMART INC | $32K |
ORCLORACLE CORP | $31K |
IWDISHARES TR | $31K |
VVISA INC | $30K |
JNJJOHNSON & JOHNSON | $30K |
JMSTJ P MORGAN EXCHANGE TRADED F | $29K |
IWVISHARES TR | $28K |
VUGVANGUARD INDEX FDS | $28K |
UNHUNITEDHEALTH GROUP INC | $26K |
IWFISHARES TR | $26K |
MGKVANGUARD WORLD FD | $25K |
VOVANGUARD INDEX FDS | $25K |
CVXCHEVRON CORP NEW | $22K |
TAT&T INC | $22K |
DGRWWISDOMTREE TR | $20K |
CSCOCISCO SYS INC | $19K |
ABBVABBVIE INC | $19K |
COSTCOSTCO WHSL CORP NEW | $19K |
IJRISHARES TR | $19K |
TXNTEXAS INSTRS INC | $19K |
MCDMCDONALDS CORP | $18K |
NEUNEWMARKET CORP | $18K |
BRK-BBERKSHIRE HATHAWAY INC DEL | $18K |
HONHONEYWELL INTL INC | $18K |
HDVISHARES TR | $18K |
VONGVANGUARD SCOTTSDALE FDS | $17K |
AXPAMERICAN EXPRESS CO | $17K |
XOMEXXON MOBIL CORP | $17K |
RTXRTX CORPORATION | $17K |
TOTLSSGA ACTIVE ETF TR | $16K |
VBVANGUARD INDEX FDS | $16K |
PEPPEPSICO INC | $16K |
IBMINTERNATIONAL BUSINESS MACHS | $15K |
MRKMERCK & CO INC | $15K |
SOSOUTHERN CO | $14K |
DGROISHARES TR | $14K |
IXUSISHARES TR | $14K |
CATCATERPILLAR INC | $14K |
EFAISHARES TR | $14K |
IGMISHARES TR | $14K |
ILOWAB ACTIVE ETFS INC | $13K |
LOWLOWES COS INC | $13K |
ABTABBOTT LABS | $13K |
BACBANK AMERICA CORP | $13K |
ADPAUTOMATIC DATA PROCESSING IN | $13K |
GQ9SPDR GOLD TR | $12K |
MAMASTERCARD INCORPORATED | $12K |
NEENEXTERA ENERGY INC | $12K |
NFLXNETFLIX INC | $12K |
MGCVANGUARD WORLD FD | $12K |
SDYSPDR SER TR | $12K |
AMGNAMGEN INC | $11K |
MGVVANGUARD WORLD FD | $11K |
ICEINTERCONTINENTAL EXCHANGE IN | $11K |
VEAVANGUARD TAX-MANAGED FDS | $11K |
CMCSACOMCAST CORP NEW | $11K |
DYHTARGET CORP | $10K |
UNPUNION PAC CORP | $10K |
RHCRH PLC | $10K |
OWLBLUE OWL CAP CORP III | $10K |
VBRVANGUARD INDEX FDS | $10K |
QLTY2023 ETF SERIES TRUST II | $9K |
USBUS BANCORP DEL | $9K |
SCHMSCHWAB STRATEGIC TR | $9K |
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