HB Wealth Management, LLC
Q1 2025 13F Holdings
- Locationatlanta, GA
- Num holdings
1,221
- Value ($000)
$11,944,635
- Date Filed05/07/2025
- Form type13F-HR
- CIK0001911253
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $2.22B | 19 % | 8,458,435 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $1.03B | 9 % | 5,349,243 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $430.32M | 4 % | 8,545,925 | ||
KRE SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $371.69M | 3 % | 4,788,489 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $364.36M | 3 % | 5,900,252 | ||
MINT PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 | $348.60M | 3 % | 3,464,529 | ||
AAPL APPLE INC | COM | 037833100 | $337.52M | 3 % | 1,519,476 | ||
HD HOME DEPOT INC | COM | 437076102 | $251.13M | 2 % | 685,240 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $239.52M | 2 % | 428,183 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $230.14M | 2 % | 2,479,175 |
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