HB Wealth Management, LLC Q1 2025 Filing

Filed May 7, 2025

Portfolio Value

$11.9T

Holdings

1,197

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (1,197 positions)

#StockSharesValue% PortfolioType
201
TSMTAIWAN SEMICONDUCTOR MFG LTD
36,059$6.0B0.05%
202
PANWPALO ALTO NETWORKS INC
35,071$6.0B0.05%
203
ETNEATON CORP PLC
21,486$5.8B0.05%
204
BNBROOKFIELD CORP
110,956$5.8B0.05%
205
AMDADVANCED MICRO DEVICES INC
56,440$5.8B0.05%
206
BKNGBOOKING HOLDINGS INC
1,254$5.8B0.05%
207
MCKMCKESSON CORP
8,410$5.7B0.05%
208
TFCTRUIST FINL CORP
136,982$5.6B0.05%
209
HEIHEICO CORP NEW
26,274$5.5B0.05%
210
IJKISHARES TR
66,517$5.5B0.05%
211
VOTVANGUARD INDEX FDS
22,598$5.5B0.05%
212
XLKSELECT SECTOR SPDR TR
26,607$5.5B0.05%
213
BMYBRISTOL-MYERS SQUIBB CO
90,042$5.5B0.05%
214
FISFIDELITY NATL INFORMATION SV
73,391$5.5B0.05%
215
PHPARKER-HANNIFIN CORP
8,923$5.4B0.05%
216
AZOAUTOZONE INC
1,413$5.4B0.05%
217
WCNWASTE CONNECTIONS INC
27,558$5.4B0.05%
218
ZTSZOETIS INC
32,287$5.3B0.04%
219
IWOISHARES TR
20,692$5.3B0.04%
220
PLTRPALANTIR TECHNOLOGIES INC
61,892$5.2B0.04%
221
VRTXVERTEX PHARMACEUTICALS INC
10,656$5.2B0.04%
222
DEDEERE & CO
10,968$5.1B0.04%
223
AEPAMERICAN ELEC PWR CO INC
46,658$5.1B0.04%
224
TRVCCITIGROUP INC
71,796$5.1B0.04%
225
BSVVANGUARD BD INDEX FDS
64,511$5.0B0.04%
226
AKXANSYS INC
15,930$5.0B0.04%
227
DCORDIMENSIONAL ETF TRUST
81,911$5.0B0.04%
228
CBRECBRE GROUP INC
38,269$5.0B0.04%
229
COPCONOCOPHILLIPS
47,249$5.0B0.04%
230
RSPTINVESCO EXCHANGE TRADED FD T
144,113$4.9B0.04%
231
EPDENTERPRISE PRODS PARTNERS L
142,914$4.9B0.04%
232
MMM3M CO
33,008$4.8B0.04%
233
XLFSELECT SECTOR SPDR TR
97,220$4.8B0.04%
234
MSIMOTOROLA SOLUTIONS INC
10,843$4.7B0.04%
235
UPSUNITED PARCEL SERVICE INC
43,075$4.7B0.04%
236
PCARPACCAR INC
48,347$4.7B0.04%
237
TRVTRAVELERS COMPANIES INC
17,608$4.7B0.04%
238
EFXEQUIFAX INC
19,000$4.6B0.04%
239
CDNSCADENCE DESIGN SYSTEM INC
18,175$4.6B0.04%
240
KLACKLA CORP
6,773$4.6B0.04%
241
MLMMARTIN MARIETTA MATLS INC
9,623$4.6B0.04%
242
INTCINTEL CORP
202,464$4.6B0.04%
243
SBUXSTARBUCKS CORP
46,580$4.6B0.04%
244
APHAMPHENOL CORP NEW
69,241$4.5B0.04%
245
DONSPDR DOW JONES INDL AVERAGE
10,729$4.5B0.04%
246
PDECINNOVATOR ETFS TRUST
118,907$4.5B0.04%
247
VLTOVERALTO CORP
45,698$4.5B0.04%
248
EEMISHARES TR
101,342$4.4B0.04%Call
249
VIGIVANGUARD WHITEHALL FDS
52,471$4.4B0.04%
250
FASTFASTENAL CO
54,518$4.2B0.04%
251
CITHE CIGNA GROUP
12,750$4.2B0.04%
252
VEEVVEEVA SYS INC
18,022$4.2B0.03%
253
QUALISHARES TR
24,408$4.2B0.03%
254
RYANRYAN SPECIALTY HOLDINGS INC
56,167$4.1B0.03%
255
SCHWSCHWAB CHARLES CORP
52,946$4.1B0.03%
256
VHTVANGUARD WORLD FD
15,567$4.1B0.03%
257
ASMLASML HOLDING N V
6,171$4.1B0.03%
258
URIUNITED RENTALS INC
6,425$4.0B0.03%
259
VWOVANGUARD INTL EQUITY INDEX F
88,760$4.0B0.03%
260
WMBWILLIAMS COS INC
66,401$4.0B0.03%
261
BSXBOSTON SCIENTIFIC CORP
38,759$3.9B0.03%
262
MRSHMARSH & MCLENNAN COS INC
15,827$3.9B0.03%
263
ULUNILEVER PLC
64,379$3.8B0.03%
264
GILDGILEAD SCIENCES INC
33,958$3.8B0.03%
265
GBDCGOLUB CAP BDC INC
251,150$3.8B0.03%
266
GWREGUIDEWIRE SOFTWARE INC
20,167$3.8B0.03%
267
MPCMARATHON PETE CORP
25,905$3.8B0.03%
268
BWINTHE BALDWIN INSURANCE GRP IN
84,155$3.8B0.03%
269
PRUPRUDENTIAL FINL INC
33,614$3.8B0.03%Put
270
IWRISHARES TR
43,695$3.7B0.03%
271
TMUST-MOBILE US INC
13,796$3.7B0.03%
272
ESGUISHARES TR
30,001$3.7B0.03%
273
ARCCARES CAPITAL CORP
164,579$3.6B0.03%
274
GPNGLOBAL PMTS INC
37,059$3.6B0.03%
275
CPRTCOPART INC
64,120$3.6B0.03%
276
PSXPHILLIPS 66
29,276$3.6B0.03%
277
SHELSHELL PLC
48,228$3.5B0.03%
278
GLWCORNING INC
76,819$3.5B0.03%
279
GEVGE VERNOVA INC
11,470$3.5B0.03%
280
ETENERGY TRANSFER L P
185,760$3.5B0.03%
281
AJGGALLAGHER ARTHUR J & CO
9,997$3.5B0.03%
282
VCSHVANGUARD SCOTTSDALE FDS
43,529$3.4B0.03%
283
OKEONEOK INC NEW
34,628$3.4B0.03%
284
AZNASTRAZENECA PLC
46,563$3.4B0.03%
285
XLVSELECT SECTOR SPDR TR
23,415$3.4B0.03%
286
MPWRMONOLITHIC PWR SYS INC
5,846$3.4B0.03%
287
NOCNORTHROP GRUMMAN CORP
6,535$3.3B0.03%
288
ADIANALOG DEVICES INC
16,393$3.3B0.03%
289
NKENIKE INC
51,865$3.3B0.03%
290
MKLMARKEL GROUP INC
1,761$3.3B0.03%
291
MDYSPDR S&P MIDCAP 400 ETF TR
6,158$3.3B0.03%
292
AMATAPPLIED MATLS INC
22,392$3.2B0.03%
293
TECHBIO-TECHNE CORP
54,735$3.2B0.03%
294
IUSGISHARES TR
24,938$3.2B0.03%
295
AONAON PLC
7,749$3.1B0.03%
296
NUENUCOR CORP
24,938$3.0B0.03%Put
297
BABOEING CO
17,591$3.0B0.03%
298
XLISELECT SECTOR SPDR TR
22,768$3.0B0.02%
299
MKC/VMCCORMICK & CO INC
36,165$3.0B0.02%
300
WBDWARNER BROS DISCOVERY INC
272,734$2.9B0.02%
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