HB Wealth Management, LLC
Q4 2024 13F Holdings
- Locationatlanta, GA
- Num holdings
1,076
- Value ($000)
$9,787,129
- Date Filed01/15/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $2.18B | 22 % | 7,873,807 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $942.87M | 10 % | 4,868,929 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $416.59M | 4 % | 8,316,836 | ||
KRE SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $393.83M | 4 % | 4,634,594 | ||
MINT PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 | $348.73M | 4 % | 3,475,456 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $329.59M | 3 % | 5,628,340 | ||
AAPL APPLE INC | COM | 037833100 | $303.81M | 3 % | 1,213,149 | ||
HD HOME DEPOT INC | COM | 437076102 | $260.78M | 3 % | 670,409 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $252.16M | 3 % | 2,483,216 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $197.27M | 2 % | 336,564 |
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