HB Wealth Management, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationatlanta, GA
- CIK0001911253
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
1,076 | $9.79B | VTI, VIG, JPST, KRE | 13F-HR | Jan 15, 2025 | 000117266125000193 | ||
979 | $9.32B | VTI, VIG, JPST, KRE | 13F-HR | Oct 15, 2024 | 000117266124004257 | ||
935 | $8.57B | VTI, VIG, JPST, KRE | 13F-HR | Jul 26, 2024 | 000117266124002947 | ||
847 | $7.95B | VTI, VIG, JPST, VANGUARD STAR FDS | 13F-HR | Apr 30, 2024 | 000117266124001957 | ||
787 | $6.96B | VTI, VIG, JPST, VANGUARD STAR FDS | 13F-HR | Jan 16, 2024 | 000117266124000223 | ||
759 | $6.19B | VTI, VIG, JPST, VANGUARD STAR FDS | 13F-HR | Oct 13, 2023 | 000117266123003402 | ||
729 | $6.27B | VTI, VIG, JPST, VANGUARD STAR FDS | 13F-HR | Jul 13, 2023 | 000117266123002501 | ||
716 | $5.76B | VTI, VIG, JPST, VANGUARD STAR FDS | 13F-HR | Apr 13, 2023 | 000117266123001685 | ||
690 | $5.49B | VTI, VIG, JPST, VANGUARD STAR FDS | 13F-HR | Jan 20, 2023 | 000117266123000230 | ||
577 | $4.70B | VTI, VIG, JPST, VANGUARD STAR FDS | 13F-HR | Oct 19, 2022 | 000117266122002209 | ||
574 | $4.88B | VTI, VIG, JPST, VANGUARD STAR FDS | 13F-HR | Jul 15, 2022 | 000117266122001637 | ||
590 | $5.39B | VTI, VIG, VANGUARD STAR FDS, JPST | 13F-HR | May 16, 2022 | 000117266122001409 | ||
520 | $4.97B | VTI, VIG, VANGUARD STAR FDS, JPST | 13F-HR | Feb 15, 2022 | 000117266122000981 |