HB Wealth Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
HW HB Wealth Management, LLC | Institutional Filer | ▼ 2.06% | $14.77B | 1515 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 1515)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | — | 8.7M | $2.66B | 18.03% |
| 2 | VIG | VANGUARD SPECIALIZED FUNDS | — | 5.8M | $1.23B | 8.31% |
| 3 | JCPB | J P MORGAN EXCHANGE TRADED F | — | 14.4M | $676.2M | 4.58% |
| 4 | AVUS | AMERICAN CENTY ETF TR | — | 5.7M | $638.7M | 4.33% |
| 5 | VXUS | VANGUARD STAR FDS | — | 8.1M | $618.3M | 4.19% |
| 6 | JPST | J P MORGAN EXCHANGE TRADED F | — | 9.6M | $480.9M | 3.26% |
| 7 | SPY | SPDR S&P 500 ETF Trust | — | 469K | $304.9M | 2.07% |
| 8 | IVW | ISHARES TR | — | 2.2M | $253.0M | 1.71% |
| 9 | SPYG | SPDR SERIES TRUST | — | 2.8M | $251.3M | 1.70% |
| 10 | HD | The Home Depot, Inc. | Consumer Cyclical | 680K | $223.5M | 1.51% |
| 11 | QLTY | GMO ETF TRUST | — | 5.9M | $213.6M | 1.45% |
| 12 | MSFT | Microsoft Corporation | Technology | 541K | $200.1M | 1.36% |
| 13 | NVDA | NVIDIA Corporation | Technology | 1.1M | $196.2M | 1.33% |
| 14 | SCHB | SCHWAB STRATEGIC TR | — | 6.6M | $165.5M | 1.12% |
| 15 | GSLC | GOLDMAN SACHS ETF TR | — | 1.2M | $156.2M | 1.06% |
Showing 1 to 15 of 1000 holdings