HB Wealth Management, LLC Q1 2022 Filing

Filed May 16, 2022

Portfolio Value

$5.4T

Holdings

587

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (587 positions)

#StockSharesValue% PortfolioType
101
RSPINVESCO EXCHANGE TRADED FD T
34,339$5.4B0.10%
102
XOMEXXON MOBIL CORP
64,987$5.4B0.10%
103
VOEVANGUARD INDEX FDS
35,478$5.3B0.10%
104
SCHVSCHWAB STRATEGIC TR
74,097$5.3B0.10%
105
AMGNAMGEN INC
21,802$5.3B0.10%
106
VOTVANGUARD INDEX FDS
23,441$5.2B0.10%
107
CATCATERPILLAR INC
23,258$5.2B0.10%
108
IWMISHARES TR
24,502$5.0B0.09%
109
UPSUNITED PARCEL SERVICE INC
23,363$5.0B0.09%
110
AMTAMERICAN TOWER CORP NEW
19,502$4.9B0.09%
111
DUKDUKE ENERGY CORP NEW
43,557$4.9B0.09%
112
ABTABBOTT LABS
40,920$4.8B0.09%
113
MDTMEDTRONIC PLC
43,167$4.8B0.09%
114
IJKISHARES TR
60,590$4.7B0.09%
115
MAAMID-AMER APT CMNTYS INC
22,291$4.7B0.09%
116
DISDISNEY WALT CO
33,812$4.6B0.09%
117
ADPAUTOMATIC DATA PROCESSING IN
20,211$4.6B0.09%
118
METAMETA PLATFORMS INC
20,210$4.5B0.08%
119
MDYSPDR S&P MIDCAP 400 ETF TR
9,013$4.4B0.08%
120
CBCHUBB LIMITED
20,457$4.4B0.08%
121
LLYLILLY ELI & CO
14,923$4.3B0.08%
122
IWNISHARES TR
26,141$4.2B0.08%
123
WMWASTE MGMT INC DEL
26,043$4.1B0.08%
124
ESGUISHARES TR
38,277$3.9B0.07%
125
DONSPDR DOW JONES INDL AVERAGE
11,094$3.8B0.07%
126
EMREMERSON ELEC CO
38,693$3.8B0.07%
127
FDXFEDEX CORP
15,914$3.7B0.07%
128
ELVANTHEM INC
7,451$3.7B0.07%
129
COSTCOSTCO WHSL CORP NEW
6,291$3.6B0.07%
130
ICEINTERCONTINENTAL EXCHANGE IN
27,077$3.6B0.07%
131
BDXBECTON DICKINSON & CO
13,246$3.5B0.07%
132
SCHASCHWAB STRATEGIC TR
73,910$3.5B0.06%
133
EFAVISHARES TR
47,917$3.5B0.06%
134
SCHMSCHWAB STRATEGIC TR
45,413$3.4B0.06%
135
BNDVANGUARD BD INDEX FDS
42,853$3.4B0.06%
136
USBUS BANCORP DEL
63,407$3.4B0.06%
137
MAMASTERCARD INCORPORATED
9,209$3.3B0.06%
138
IJHISHARES TR
11,807$3.2B0.06%
139
CLCOLGATE PALMOLIVE CO
40,621$3.1B0.06%
140
SHWSHERWIN WILLIAMS CO
12,292$3.1B0.06%
141
TFCTRUIST FINL CORP
53,551$3.0B0.06%
142
XLKSELECT SECTOR SPDR TR
19,048$3.0B0.06%
143
PNCPNC FINL SVCS GROUP INC
16,310$3.0B0.06%
144
VBKVANGUARD INDEX FDS
11,755$2.9B0.05%
145
NSCNORFOLK SOUTHN CORP
10,213$2.9B0.05%
146
JEPIJ P MORGAN EXCHANGE-TRADED F
47,261$2.9B0.05%
147
GPNGLOBAL PMTS INC
21,196$2.9B0.05%
148
GQ9SPDR GOLD TR
15,780$2.9B0.05%
149
IWRISHARES TR
35,798$2.8B0.05%
150
KLACKLA CORP
7,610$2.8B0.05%
151
ADMARCHER DANIELS MIDLAND CO
30,473$2.8B0.05%
152
IAU*ISHARES GOLD TR
74,391$2.7B0.05%
153
IEMGISHARES INC
48,873$2.7B0.05%
154
EEMISHARES TR
59,810$2.7B0.05%
155
BMYBRISTOL-MYERS SQUIBB CO
36,219$2.6B0.05%
156
IUSGISHARES TR
24,828$2.6B0.05%
157
DALDELTA AIR LINES INC DEL
64,888$2.6B0.05%
158
ARCCARES CAPITAL CORP
120,865$2.5B0.05%
159
TMOTHERMO FISHER SCIENTIFIC INC
4,258$2.5B0.05%
160
VNQVANGUARD INDEX FDS
23,010$2.5B0.05%
161
EPDENTERPRISE PRODS PARTNERS L
95,430$2.5B0.05%
162
LMTLOCKHEED MARTIN CORP
5,473$2.4B0.04%
163
CSXCSX CORP
63,732$2.4B0.04%
164
ACWIISHARES TR
23,686$2.4B0.04%
165
CGBDTCG BDC INC
162,224$2.3B0.04%
166
NEUNEWMARKET CORP
7,151$2.3B0.04%
167
CNCCENTENE CORP DEL
27,481$2.3B0.04%
168
OBDCOWL ROCK CAPITAL CORPORATION
154,030$2.3B0.04%
169
DWDMORGAN STANLEY
26,009$2.3B0.04%
170
VTVANGUARD INTL EQUITY INDEX F
21,875$2.2B0.04%
171
QQQEDIREXION SHS ETF TR
28,144$2.2B0.04%
172
VGTVANGUARD WORLD FDS
5,162$2.1B0.04%
173
SBUXSTARBUCKS CORP
23,320$2.1B0.04%
174
MMM3M CO
14,243$2.1B0.04%
175
IJTISHARES TR
16,630$2.1B0.04%
176
ALSALLSTATE CORP
14,908$2.1B0.04%
177
USMVISHARES TR
26,511$2.1B0.04%
178
RNRRENAISSANCERE HLDGS LTD
12,947$2.1B0.04%
179
AOKISHARES TR
54,269$2.0B0.04%
180
IWOISHARES TR
7,978$2.0B0.04%
181
COPCONOCOPHILLIPS
20,062$2.0B0.04%
182
BXBLACKSTONE INC
15,550$2.0B0.04%
183
MBBISHARES TR
19,304$2.0B0.04%
184
ARKKARK ETF TR
29,559$2.0B0.04%
185
SUSAISHARES TR
19,732$1.9B0.04%
186
SAICSCIENCE APPLICATIONS INTL CO
20,585$1.9B0.04%
187
SLRCSLR INVESTMENT CORP
104,570$1.9B0.04%
188
VYMVANGUARD WHITEHALL FDS
16,829$1.9B0.04%
189
AMATAPPLIED MATLS INC
14,221$1.9B0.03%
190
GSBDGOLDMAN SACHS BDC INC
95,408$1.9B0.03%
191
RFREGIONS FINANCIAL CORP NEW
83,620$1.9B0.03%
192
VHTVANGUARD WORLD FDS
7,226$1.8B0.03%
193
WEPMAGELLAN MIDSTREAM PRTNRS LP
37,268$1.8B0.03%
194
AFLAFLAC INC
28,360$1.8B0.03%
195
XLYSELECT SECTOR SPDR TR
9,831$1.8B0.03%
196
IJJISHARES TR
16,572$1.8B0.03%
197
WFCWELLS FARGO CO NEW
37,465$1.8B0.03%
198
VTEBVANGUARD MUN BD FDS
33,865$1.7B0.03%
199
LINLINDE PLC
5,431$1.7B0.03%
200
MUBISHARES TR
15,736$1.7B0.03%
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