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 901–950 of 1,385
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CASY | CASEYS GEN STORES INC | 875 | $100K–$500K | SH |
| MAS | MASCO CORP | 8K | $100K–$500K | SH |
| BXP | BXP INC | 7K | $100K–$500K | SH |
| IVZ | INVESCO LTD | 18K | $100K–$500K | SH |
| BAM | BROOKFIELD ASSET MANAGMT LTD | 9K | $100K–$500K | SH |
| HRB | BLOCK H & R INC | 11K | $100K–$500K | SH |
| XLB | SELECT SECTOR SPDR TR | 11K | $100K–$500K | SH |
| FNV | FRANCO NEV CORP | 2K | $100K–$500K | SH |
| RBC | RBC BEARINGS INC | 1K | $100K–$500K | SH |
| EXE | EXPAND ENERGY CORPORATION | 4K | $100K–$500K | SH |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | 2K | $100K–$500K | SH |
| MDB | MONGODB INC | 1K | $100K–$500K | SH |
| HUBS | HUBSPOT INC | 1K | $100K–$500K | SH |
| IXJ | ISHARES TR | 5K | $100K–$500K | SH |
| SMCI | SUPER MICRO COMPUTER INC | 16K | $100K–$500K | SH |
| FLEX | FLEX LTD | 8K | $100K–$500K | SH |
| MKTX | MARKETAXESS HLDGS INC | 3K | $100K–$500K | SH |
| EL | LAUDER ESTEE COS INC | 4K | $100K–$500K | SH |
| SCHK | SCHWAB STRATEGIC TR | 14K | $100K–$500K | SH |
| SBAC | SBA COMMUNICATIONS CORP NEW | 2K | $100K–$500K | SH |
| TKO | TKO GROUP HOLDINGS INC | 2K | $100K–$500K | SH |
| TDY | TELEDYNE TECHNOLOGIES INC | 895 | $100K–$500K | SH |
| ITT | ITT INC | 3K | $100K–$500K | SH |
| OVV | OVINTIV INC | 12K | $100K–$500K | SH |
| FRT | FEDERAL RLTY INVT TR NEW | 4K | $100K–$500K | SH |
| INGR | INGREDION INC | 4K | $100K–$500K | SH |
| SJM | SMUCKER J M CO | 5K | $100K–$500K | SH |
| MSTR | STRATEGY INC | 3K | $100K–$500K | SH |
| CHTR | CHARTER COMMUNICATIONS INC N | 2K | $100K–$500K | SH |
| SNX | TD SYNNEX CORPORATION | 3K | $100K–$500K | SH |
| FBND | FIDELITY MERRIMACK STR TR | 10K | $100K–$500K | SH |
| SPYM | SPDR SERIES TRUST | 6K | $100K–$500K | SH |
| CHKP | CHECK POINT SOFTWARE TECH LT | 2K | $100K–$500K | SH |
| LITE | LUMENTUM HLDGS INC | 1K | $100K–$500K | SH |
| VIK | VIKING HOLDINGS LTD | 6K | $100K–$500K | SH |
| ARTY | ISHARES TR | 9K | $100K–$500K | SH |
| ISTB | ISHARES TR | 9K | $100K–$500K | SH |
| GLDM | WORLD GOLD TR | 5K | $100K–$500K | SH |
| NYT | NEW YORK TIMES CO | 6K | $100K–$500K | SH |
| DOC | HEALTHPEAK PROPERTIES INC | 28K | $100K–$500K | SH |
| PHG | KONINKLIJKE PHILIPS N V | 16K | $100K–$500K | SH |
| FBIO | FORTRESS BIOTECH INC | 120K | $100K–$500K | SH |
| BNS | BANK NOVA SCOTIA HALIFAX | 6K | $100K–$500K | SH |
| SWK | STANLEY BLACK & DECKER INC | 6K | $100K–$500K | SH |
| CW | CURTISS WRIGHT CORP | 796 | $100K–$500K | SH |
| IFRA | ISHARES TR | 8K | $100K–$500K | SH |
| ALC | ALCON AG | 6K | $100K–$500K | SH |
| TD | TORONTO DOMINION BK ONT | 5K | $100K–$500K | SH |
| VSS | VANGUARD INTL EQUITY INDEX F | 3K | $100K–$500K | SH |
| CCK | CROWN HLDGS INC | 4K | $100K–$500K | SH |