HB Wealth Management, LLC Q4 2023 Filing

Filed January 16, 2024

Portfolio Value

$7.0B

Holdings

785

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (785 positions)

#StockSharesValue% PortfolioType
201
BLKCHFBLACKROCK INC
2,856$2.3M0.03%
202
XLFSELECT SECTOR SPDR TR
61,277$2.3M0.03%
203
DONSPDR DOW JONES INDL AVERAGE
6,094$2.3M0.03%
204
CITHE CIGNA GROUP
7,540$2.3M0.03%
205
ADMARCHER DANIELS MIDLAND CO
31,036$2.2M0.03%
206
PPGPPG INDS INC
14,974$2.2M0.03%
207
AMATAPPLIED MATLS INC
13,787$2.2M0.03%
208
BNDVANGUARD BD INDEX FDS
29,887$2.2M0.03%
209
MMM3M CO
20,088$2.2M0.03%
210
DHRDANAHER CORPORATION
9,388$2.2M0.03%
211
FISFIDELITY NATL INFORMATION SV
36,085$2.2M0.03%
212
XLVSELECT SECTOR SPDR TR
15,838$2.2M0.03%
213
FDMFIRST TR DOW JONES SELECT MI
35,000$2.1M0.03%
214
TRVTRAVELERS COMPANIES INC
11,251$2.1M0.03%
215
GBDCGOLUB CAP BDC INC
141,604$2.1M0.03%
216
PANWPALO ALTO NETWORKS INC
7,249$2.1M0.03%
217
ACWIISHARES TR
20,968$2.1M0.03%
218
PAGPENSKE AUTOMOTIVE GRP INC
13,287$2.1M0.03%
219
SYKSTRYKER CORPORATION
7,035$2.1M0.03%
220
TRMKTRUSTMARK CORP
75,531$2.1M0.03%
221
SHELSHELL PLC
31,922$2.1M0.03%
222
SAICSCIENCE APPLICATIONS INTL CO
16,770$2.1M0.03%
223
RSGREPUBLIC SVCS INC
12,550$2.1M0.03%
224
WDAYWORKDAY INC
7,392$2.0M0.03%
225
NOBLPROSHARES TR
21,320$2.0M0.03%
226
ALSALLSTATE CORP
14,312$2.0M0.03%
227
IJTISHARES TR
15,965$2.0M0.03%
228
HESHESS CORP
13,849$2.0M0.03%
229
GEGENERAL ELECTRIC CO
15,471$2.0M0.03%
230
IJJISHARES TR
17,198$2.0M0.03%
231
MOALTRIA GROUP INC
48,480$2.0M0.03%
232
NUENUCOR CORP
11,096$1.9M0.03%
233
NOCNORTHROP GRUMMAN CORP
4,099$1.9M0.03%
234
AZNASTRAZENECA PLC
28,454$1.9M0.03%
235
EFAVISHARES TR
27,497$1.9M0.03%
236
CVSCVS HEALTH CORP
23,917$1.9M0.03%
237
SPGIS&P GLOBAL INC
4,265$1.9M0.03%
238
RFREGIONS FINANCIAL CORP NEW
96,169$1.9M0.03%
239
ISRGINTUITIVE SURGICAL INC
5,400$1.8M0.03%
240
QQQEDIREXION SHS ETF TR
21,309$1.8M0.03%
241
APDAIR PRODS & CHEMS INC
6,563$1.8M0.03%
242
OKEONEOK INC NEW
25,394$1.8M0.03%
243
COFCAPITAL ONE FINL CORP
13,485$1.8M0.03%
244
IYWISHARES TR
14,395$1.8M0.03%
245
DSIISHARES TR
19,200$1.7M0.03%
246
KLACKLA CORP
2,975$1.7M0.02%
247
BKNGBOOKING HOLDINGS INC
480$1.7M0.02%
248
AEPAMERICAN ELEC PWR CO INC
20,786$1.7M0.02%
249
TRVCCITIGROUP INC
32,715$1.7M0.02%
250
VLOVALERO ENERGY CORP
12,862$1.7M0.02%
251
ORLYOREILLY AUTOMOTIVE INC
1,747$1.7M0.02%
252
7HPHP INC
55,128$1.7M0.02%
253
VTVANGUARD INTL EQUITY INDEX F
15,774$1.6M0.02%
254
EMXCISHARES INC
29,248$1.6M0.02%
255
PHPARKER-HANNIFIN CORP
3,464$1.6M0.02%
256
VRTXVERTEX PHARMACEUTICALS INC
3,902$1.6M0.02%
257
VNQVANGUARD INDEX FDS
17,924$1.6M0.02%
258
SCHWSCHWAB CHARLES CORP
22,868$1.6M0.02%
259
USMVISHARES TR
19,795$1.5M0.02%
260
ROPROPER TECHNOLOGIES INC
2,831$1.5M0.02%
261
MRSHMARSH & MCLENNAN COS INC
8,081$1.5M0.02%
262
PGRPROGRESSIVE CORP
9,610$1.5M0.02%
263
TELTE CONNECTIVITY LTD
10,779$1.5M0.02%
264
SUSAISHARES TR
15,043$1.5M0.02%
265
NOWSERVICENOW INC
2,136$1.5M0.02%
266
ROKROCKWELL AUTOMATION INC
4,859$1.5M0.02%
267
GILDGILEAD SCIENCES INC
18,583$1.5M0.02%
268
VONVVANGUARD SCOTTSDALE FDS
20,600$1.5M0.02%
269
SSBUSDSOUTHSTATE CORPORATION
17,330$1.5M0.02%
270
PKGPACKAGING CORP AMER
8,920$1.5M0.02%
271
KMBKIMBERLY-CLARK CORP
11,771$1.4M0.02%
272
URIUNITED RENTALS INC
2,487$1.4M0.02%
273
EVHEVOLENT HEALTH INC
43,139$1.4M0.02%
274
ZTSZOETIS INC
7,156$1.4M0.02%
275
XLISELECT SECTOR SPDR TR
12,240$1.4M0.02%
276
HUMHUMANA INC
3,012$1.4M0.02%
277
HCQAMN HEALTHCARE SVCS INC
18,321$1.4M0.02%
278
CARRCARRIER GLOBAL CORPORATION
23,803$1.4M0.02%
279
UBERUBER TECHNOLOGIES INC
22,088$1.4M0.02%
280
VOXVANGUARD WORLD FDS
11,544$1.4M0.02%
281
NVONOVO-NORDISK A S
12,941$1.3M0.02%
282
XLYSELECT SECTOR SPDR TR
7,442$1.3M0.02%
283
DHID R HORTON INC
8,648$1.3M0.02%
284
SNPSSYNOPSYS INC
2,548$1.3M0.02%
285
SYYSYSCO CORP
17,617$1.3M0.02%
286
ACWXISHARES TR
25,225$1.3M0.02%
287
SFBSSERVISFIRST BANCSHARES INC
19,027$1.3M0.02%
288
MSIMOTOROLA SOLUTIONS INC
4,027$1.3M0.02%
289
YUMYUM BRANDS INC
9,584$1.3M0.02%
290
SCHESCHWAB STRATEGIC TR
50,404$1.2M0.02%
291
DEODIAGEO PLC
8,541$1.2M0.02%
292
HPEHEWLETT PACKARD ENTERPRISE C
70,277$1.2M0.02%
293
SLBSCHLUMBERGER LTD
22,791$1.2M0.02%
294
VXFVANGUARD INDEX FDS
7,153$1.2M0.02%
295
TMUST-MOBILE US INC
7,302$1.2M0.02%
296
VCRVANGUARD WORLD FDS
3,824$1.2M0.02%
297
TSMTAIWAN SEMICONDUCTOR MFG LTD
11,188$1.2M0.02%
298
AVEMAMERICAN CENTY ETF TR
20,470$1.2M0.02%
299
DLNWISDOMTREE TR
17,352$1.2M0.02%
300
RNRRENAISSANCERE HLDGS LTD
5,825$1.1M0.02%
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