HB Wealth Management, LLC Q4 2025 Filing

Filed January 28, 2026

Portfolio Value

$15.5B

Holdings

1,385

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (1,385 positions)

StockValue
SUSLISHARES TR
$2.1M
DOVDOVER CORP
$2.0M
CARRCARRIER GLOBAL CORPORATION
$2.0M
FCNCAFIRST CTZNS BANCSHARES INC D
$2.0M
CMSCMS ENERGY CORP
$2.0M
DGXQUEST DIAGNOSTICS INC
$2.0M
MAAMID-AMER APT CMNTYS INC
$1.9M
VXFVANGUARD INDEX FDS
$1.9M
MKC/VMCCORMICK & CO INC
$1.9M
AVSUAMERICAN CENTY ETF TR
$1.9M
AIQGLOBAL X FDS
$1.9M
APOAPOLLO GLOBAL MGMT INC
$1.9M
REGNREGENERON PHARMACEUTICALS
$1.9M
EMEEMCOR GROUP INC
$1.9M
FISVFISERV INC
$1.9M
FRPHFRP HLDGS INC
$1.8M
TYLTYLER TECHNOLOGIES INC
$1.8M
JEPIJ P MORGAN EXCHANGE TRADED F
$1.8M
SHOPSHOPIFY INC
$1.8M
ESGEISHARES INC
$1.8M
IMGIAMGOLD CORP
$1.8M
TMDXTRANSMEDICS GROUP INC
$1.8M
SAICSCIENCE APPLICATIONS INTL CO
$1.8M
GRBKGREEN BRICK PARTNERS INC
$1.8M
USMVISHARES TR
$1.8M
DASHDOORDASH INC
$1.8M
BWINTHE BALDWIN INSURANCE GRP IN
$1.8M
DEODIAGEO PLC
$1.8M
CPRTCOPART INC
$1.8M
CFGCITIZENS FINL GROUP INC
$1.7M
LLYVKLIBERTY LIVE HOLDINGS INC
$1.7M
XELXCEL ENERGY INC
$1.7M
WDAYWORKDAY INC
$1.7M
BSCRINVESCO EXCH TRD SLF IDX FD
$1.7M
WDCWESTERN DIGITAL CORP
$1.7M
TTWOTAKE-TWO INTERACTIVE SOFTWAR
$1.7M
SSBSOUTHSTATE BK CORP
$1.7M
XLESELECT SECTOR SPDR TR
$1.7M
IJSISHARES TR
$1.7M
GBDCGOLUB CAP BDC INC
$1.7M
PRFINVESCO EXCHANGE TRADED FD T
$1.7M
ADMARCHER DANIELS MIDLAND CO
$1.7M
PEGPUBLIC SVC ENTERPRISE GRP IN
$1.7M
CITCINTAS CORP
$1.7M
EXPEEXPEDIA GROUP INC
$1.7M
TSLXSIXTH STREET SPECIALTY LENDI
$1.6M
LDOSLEIDOS HOLDINGS INC
$1.6M
EBAEBAY INC.
$1.6M
OUNZVANECK MERK GOLD ETF
$1.6M
PEOEXELON CORP
$1.6M
AVSCAMERICAN CENTY ETF TR
$1.6M
CIBRFIRST TR EXCHANGE TRADED FD
$1.6M
CNCCENTENE CORP DEL
$1.6M
AMEAMETEK INC
$1.6M
AG8AGILENT TECHNOLOGIES INC
$1.6M
VISVANGUARD WORLD FD
$1.6M
WABWABTEC
$1.6M
ABNBAIRBNB INC
$1.6M
VSTVISTRA CORP
$1.6M
EQIXEQUINIX INC
$1.6M
FTNTFORTINET INC
$1.6M
PYPLPAYPAL HLDGS INC
$1.6M
CMGCHIPOTLE MEXICAN GRILL INC
$1.6M
GGGGRACO INC
$1.6M
SPOTSPOTIFY TECHNOLOGY S A
$1.6M
AYIACUITY INC
$1.6M
FQIDIGITAL RLTY TR INC
$1.6M
CGDGCAPITAL GROUP DIVIDEND VALUE
$1.6M
DLNWISDOMTREE TR
$1.6M
SRESEMPRA
$1.5M
EDCONSOLIDATED EDISON INC
$1.5M
VDEVANGUARD WORLD FD
$1.5M
FFORD MTR CO
$1.5M
7HPHP INC
$1.5M
ROOTROOT INC
$1.5M
PAYXPAYCHEX INC
$1.5M
EQTEQT CORP
$1.5M
MRVLMARVELL TECHNOLOGY INC
$1.5M
FNFFIDELITY NATIONAL FINANCIAL
$1.5M
EFAVISHARES TR
$1.5M
NVONOVO-NORDISK A S
$1.5M
MGPI 1.875 11/15/41MGP INGREDIENTS INC NEW
$1.5M
STTSTATE STR CORP
$1.5M
GWWWW GRAINGER INC
$1.5M
TPRTAPESTRY INC
$1.5M
VTEBVANGUARD MUN BD FDS
$1.5M
SNOWSNOWFLAKE INC
$1.5M
BAND 0.5 04/01/28BANDWIDTH INC
$1.5M
MCHPMICROCHIP TECHNOLOGY INC.
$1.5M
MNSTMONSTER BEVERAGE CORP NEW
$1.5M
ZBHZIMMER BIOMET HOLDINGS INC
$1.5M
VFHVANGUARD WORLD FD
$1.5M
STZCONSTELLATION BRANDS INC
$1.5M
STXSEAGATE TECHNOLOGY HLDNGS PL
$1.5M
ROLROLLINS INC
$1.5M
EOGEOG RES INC
$1.5M
CTVACORTEVA INC
$1.5M
PMT 5.5 03/15/26PENNYMAC CORP
$1.5M
IGVISHARES TR
$1.5M
OTISOTIS WORLDWIDE CORP
$1.4M
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