CIK 1911253
HB Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
1,385
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 701–750 of 1,385
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CELH | CELSIUS HLDGS INC | 17K | $500K+ | SH |
| TXT | TEXTRON INC | 9K | $500K+ | SH |
| FXH | FIRST TR EXCHANGE TRADED FD | 7K | $500K+ | SH |
| SOXX | ISHARES TR | 3K | $500K+ | SH |
| JGRO | J P MORGAN EXCHANGE TRADED F | 8K | $500K+ | SH |
| GSK | GSK PLC | 15K | $500K+ | SH |
| DDOG | DATADOG INC | 6K | $500K+ | SH |
| SU | SUNCOR ENERGY INC NEW | 17K | $500K+ | SH |
| CSL | CARLISLE COS INC | 2K | $500K+ | SH |
| SCZ | ISHARES TR | 10K | $500K+ | SH |
| EXPD | EXPEDITORS INTL WASH INC | 5K | $500K+ | SH |
| MAIN | MAIN STR CAP CORP | 12K | $500K+ | SH |
| EVR | EVERCORE INC | 2K | $500K+ | SH |
| HYD | VANECK ETF TRUST | 15K | $500K+ | SH |
| RGA | REINSURANCE GRP OF AMERICA I | 4K | $500K+ | SH |
| QSR | RESTAURANT BRANDS INTL INC | 11K | $500K+ | SH |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | 32K | $500K+ | SH |
| CHRW | C H ROBINSON WORLDWIDE INC | 5K | $500K+ | SH |
| PSTG | PURE STORAGE INC | 11K | $500K+ | SH |
| J | JACOBS SOLUTIONS INC | 6K | $500K+ | SH |
| DINO | HF SINCLAIR CORP | 16K | $500K+ | SH |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 21K | $500K+ | SH |
| AGYS | AGILYSYS INC | 6K | $500K+ | SH |
| CG | CARLYLE GROUP INC | 12K | $500K+ | SH |
| MORN | MORNINGSTAR INC | 3K | $500K+ | SH |
| TAFI | AB ACTIVE ETFS INC | 29K | $500K+ | SH |
| AVSD | AMERICAN CENTY ETF TR | 10K | $500K+ | SH |
| RPM | RPM INTL INC | 7K | $500K+ | SH |
| ZS | ZSCALER INC | 3K | $500K+ | SH |
| EFV | ISHARES TR | 10K | $500K+ | SH |
| FOXA | FOX CORP | 10K | $500K+ | SH |
| CRD.A | CRAWFORD & CO | 62K | $500K+ | SH |
| — | MARRIOTT VACATIONS WORLDWIDE | 702K | $500K+ | PRN |
| VTRS | VIATRIS INC | 56K | $500K+ | SH |
| SUI | SUN CMNTYS INC | 6K | $500K+ | SH |
| AWK | AMERICAN WTR WKS CO INC NEW | 5K | $500K+ | SH |
| EVRG | EVERGY INC | 10K | $500K+ | SH |
| IGSB | ISHARES TR | 13K | $500K+ | SH |
| IHI | ISHARES TR | 11K | $500K+ | SH |
| ARKK | ARK ETF TR | 9K | $500K+ | SH |
| TWLO | TWILIO INC | 5K | $500K+ | SH |
| NBIX | NEUROCRINE BIOSCIENCES INC | 5K | $500K+ | SH |
| FNDX | SCHWAB STRATEGIC TR | 25K | $500K+ | SH |
| FIVE | FIVE BELOW INC | 4K | $500K+ | SH |
| NTAP | NETAPP INC | 6K | $500K+ | SH |
| GCOW | PACER FDS TR | 16K | $500K+ | SH |
| UBS | UBS GROUP AG | 15K | $500K+ | SH |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | 10K | $500K+ | SH |
| ALNY | ALNYLAM PHARMACEUTICALS INC | 2K | $500K+ | SH |
| ON | ON SEMICONDUCTOR CORP | 12K | $500K+ | SH |