HB Wealth Management, LLC Q1 2025 Filing

Filed May 7, 2025

Portfolio Value

$11.9B

Holdings

1,197

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (1,197 positions)

#StockSharesValue% PortfolioType
301
CSXCSX CORP
98,886$2.9M0.02%
302
KMBKIMBERLY-CLARK CORP
20,278$2.9M0.02%
303
CRWDCROWDSTRIKE HLDGS INC
8,143$2.9M0.02%
304
SCHZSCHWAB STRATEGIC TR
123,766$2.9M0.02%
305
MARMARRIOTT INTL INC NEW
11,969$2.9M0.02%
306
EMREMERSON ELEC CO
25,971$2.8M0.02%
307
FITBFIFTH THIRD BANCORP
72,560$2.8M0.02%
308
ROPROPER TECHNOLOGIES INC
4,822$2.8M0.02%
309
ROOTROOT INC
21,259$2.8M0.02%
310
JEPIJ P MORGAN EXCHANGE TRADED F
49,451$2.8M0.02%
311
FDMFIRST TR DOW JONES SELECT MI
45,000$2.8M0.02%
312
KBDCKAYNE ANDERSON BDC INC
172,445$2.8M0.02%
313
FNBF N B CORP
207,285$2.8M0.02%
314
VNQVANGUARD INDEX FDS
30,781$2.8M0.02%
315
HESHESS CORP
17,118$2.7M0.02%
316
JCIJOHNSON CTLS INTL PLC
34,129$2.7M0.02%
317
BNDVANGUARD BD INDEX FDS
36,916$2.7M0.02%
318
WSTWEST PHARMACEUTICAL SVSC INC
12,047$2.7M0.02%
319
PLDPROLOGIS INC.
24,100$2.7M0.02%
320
VRSKVERISK ANALYTICS INC
9,000$2.7M0.02%
321
DEODIAGEO PLC
25,306$2.7M0.02%
322
KMIKINDER MORGAN INC DEL
91,888$2.6M0.02%
323
COFCAPITAL ONE FINL CORP
14,370$2.6M0.02%
324
CMGCHIPOTLE MEXICAN GRILL INC
51,301$2.6M0.02%
325
TRMKTRUSTMARK CORP
74,635$2.6M0.02%
326
SHVISHARES TR
23,308$2.6M0.02%
327
IJJISHARES TR
21,475$2.6M0.02%
328
SCHVSCHWAB STRATEGIC TR
96,660$2.6M0.02%
329
SUSAISHARES TR
22,319$2.6M0.02%
330
TYLTYLER TECHNOLOGIES INC
4,374$2.5M0.02%
331
AQLTISHARES TR
110,104$2.5M0.02%
332
VONVVANGUARD SCOTTSDALE FDS
30,433$2.5M0.02%
333
DFEMDIMENSIONAL ETF TRUST
94,656$2.5M0.02%
334
BKBANK NEW YORK MELLON CORP
29,849$2.5M0.02%
335
KEYSKEYSIGHT TECHNOLOGIES INC
16,629$2.5M0.02%
336
MUMICRON TECHNOLOGY INC
28,548$2.5M0.02%
337
VLOVALERO ENERGY CORP
18,707$2.5M0.02%
338
XLYSELECT SECTOR SPDR TR
12,506$2.5M0.02%
339
SLVISHARES SILVER TR
79,196$2.5M0.02%
340
VPLVANGUARD INTL EQUITY INDEX F
33,846$2.5M0.02%
341
ANETARISTA NETWORKS INC
31,285$2.4M0.02%
342
METMETLIFE INC
30,162$2.4M0.02%
343
NVONOVO-NORDISK A S
34,452$2.4M0.02%
344
SAPSAP SE
8,863$2.4M0.02%
345
TTTRANE TECHNOLOGIES PLC
7,043$2.4M0.02%
346
LPLALPL FINL HLDGS INC
7,233$2.4M0.02%
347
STZCONSTELLATION BRANDS INC
12,678$2.3M0.02%
348
IYWISHARES TR
16,541$2.3M0.02%
349
CARRCARRIER GLOBAL CORPORATION
36,438$2.3M0.02%
350
KNSLKINSALE CAP GROUP INC
4,661$2.3M0.02%
351
AIGAMERICAN INTL GROUP INC
26,021$2.3M0.02%
352
CVSCVS HEALTH CORP
32,893$2.2M0.02%
353
A4SAMERIPRISE FINL INC
4,601$2.2M0.02%
354
UUNITY SOFTWARE INC
111,563$2.2M0.02%
355
GISGENERAL MLS INC
36,397$2.2M0.02%
356
MAAMID-AMER APT CMNTYS INC
12,867$2.2M0.02%
357
ZBHZIMMER BIOMET HOLDINGS INC
19,028$2.2M0.02%
358
MANHMANHATTAN ASSOCIATES INC
12,430$2.1M0.02%
359
RFREGIONS FINANCIAL CORP NEW
98,422$2.1M0.02%
360
HCAHCA HEALTHCARE INC
6,123$2.1M0.02%
361
DDOMINION ENERGY INC
37,659$2.1M0.02%
362
PAYXPAYCHEX INC
13,659$2.1M0.02%
363
IJTISHARES TR
16,922$2.1M0.02%
364
EOGEOG RES INC
16,390$2.1M0.02%
365
CMSCMS ENERGY CORP
27,919$2.1M0.02%
366
OTISOTIS WORLDWIDE CORP
20,315$2.1M0.02%
367
YUMYUM BRANDS INC
13,232$2.1M0.02%
368
LHXL3HARRIS TECHNOLOGIES INC
9,928$2.1M0.02%
369
BSCPINVESCO EXCH TRD SLF IDX FD
99,532$2.1M0.02%
370
FWONALIBERTY MEDIA CORP DEL
30,149$2.1M0.02%
371
CMECME GROUP INC
7,736$2.1M0.02%
372
TRGPTARGA RES CORP
10,209$2.0M0.02%
373
IBITISHARES BITCOIN TRUST ETF
43,047$2.0M0.02%
374
NXPINXP SEMICONDUCTORS N V
10,601$2.0M0.02%
375
ALSALLSTATE CORP
9,730$2.0M0.02%
376
SAICSCIENCE APPLICATIONS INTL CO
17,748$2.0M0.02%
377
FRPHFRP HLDGS INC
69,319$2.0M0.02%
378
DSIISHARES TR
19,226$2.0M0.02%
379
PKGPACKAGING CORP AMER
9,907$2.0M0.02%
380
SMHVANECK ETF TRUST
9,221$1.9M0.02%
381
CMICUMMINS INC
6,194$1.9M0.02%
382
HLTHILTON WORLDWIDE HLDGS INC
8,533$1.9M0.02%
383
WDAYWORKDAY INC
8,295$1.9M0.02%
384
TPLTEXAS PACIFIC LAND CORPORATI
1,430$1.9M0.02%
385
BAHBOOZ ALLEN HAMILTON HLDG COR
18,046$1.9M0.02%
386
DGXQUEST DIAGNOSTICS INC
11,147$1.9M0.02%
387
ESGDISHARES TR
23,066$1.9M0.02%
388
WELLWELLTOWER INC
12,291$1.9M0.02%
389
TELTE CONNECTIVITY PLC
13,243$1.9M0.02%
390
USMVISHARES TR
19,940$1.9M0.02%
391
SNYSANOFI
33,237$1.8M0.02%
392
EMXCISHARES INC
33,344$1.8M0.02%
393
JSIJANUS DETROIT STR TR
34,991$1.8M0.02%
394
MFCMANULIFE FINL CORP
57,978$1.8M0.02%
395
JIREJ P MORGAN EXCHANGE TRADED F
28,164$1.8M0.02%
396
BKRBAKER HUGHES COMPANY
40,808$1.8M0.02%
397
GMGENERAL MTRS CO
38,111$1.8M0.02%
398
TSLXSIXTH STREET SPECIALTY LENDI
79,602$1.8M0.01%
399
ADSKAUTODESK INC
6,792$1.8M0.01%
400
HPEHEWLETT PACKARD ENTERPRISE C
115,062$1.8M0.01%
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