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 201–250 of 1,385
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AMT | AMERICAN TOWER CORP NEW | 40K | $1M+ | SH |
| CMCSA | COMCAST CORP NEW | 233K | $1M+ | SH |
| ECL | ECOLAB INC | 26K | $1M+ | SH |
| MCK | MCKESSON CORP | 8K | $1M+ | SH |
| MO | ALTRIA GROUP INC | 118K | $1M+ | SH |
| ASML | ASML HOLDING N V | 6K | $1M+ | SH |
| RSPT | INVESCO EXCHANGE TRADED FD T | 148K | $1M+ | SH |
| PGR | PROGRESSIVE CORP | 29K | $1M+ | SH |
| VOT | VANGUARD INDEX FDS | 24K | $1M+ | SH |
| DFEM | DIMENSIONAL ETF TRUST | 201K | $1M+ | SH |
| MDLZ | MONDELEZ INTL INC | 123K | $1M+ | SH |
| CL | COLGATE PALMOLIVE CO | 83K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 118K | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 13K | $1M+ | SH |
| TFC | TRUIST FINL CORP | 131K | $1M+ | SH |
| IJK | ISHARES TR | 66K | $1M+ | SH |
| ADBE | ADOBE INC | 18K | $1M+ | SH |
| VOE | VANGUARD INDEX FDS | 36K | $1M+ | SH |
| GILD | GILEAD SCIENCES INC | 51K | $1M+ | SH |
| DE | DEERE & CO | 13K | $1M+ | SH |
| AXSM | AXSOME THERAPEUTICS INC | 34K | $1M+ | SH |
| GLW | CORNING INC | 70K | $1M+ | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 19K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 60K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 13K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 67K | $1M+ | SH |
| ITW | ILLINOIS TOOL WKS INC | 24K | $1M+ | SH |
| AEP | AMERICAN ELEC PWR CO INC | 50K | $1M+ | SH |
| PCAR | PACCAR INC | 53K | $1M+ | SH |
| RSG | REPUBLIC SVCS INC | 27K | $1M+ | SH |
| BDX | BECTON DICKINSON & CO | 29K | $1M+ | SH |
| TRV | TRAVELERS COMPANIES INC | 19K | $1M+ | SH |
| MPWR | MONOLITHIC PWR SYS INC | 6K | $1M+ | SH |
| SCHO | SCHWAB STRATEGIC TR | 225K | $1M+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 93K | $1M+ | SH |
| URI | UNITED RENTALS INC | 7K | $1M+ | SH |
| BA | BOEING CO | 24K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 97K | $1M+ | SH |
| COP | CONOCOPHILLIPS | 55K | $1M+ | SH |
| WCN | WASTE CONNECTIONS INC | 29K | $1M+ | SH |
| MMM | 3M CO | 31K | $1M+ | SH |
| CSGP | COSTAR GROUP INC | 74K | $1M+ | SH |
| SLV | ISHARES SILVER TR | 77K | $1M+ | SH |
| MLM | MARTIN MARIETTA MATLS INC | 8K | $1M+ | SH |
| BSX | BOSTON SCIENTIFIC CORP | 50K | $1M+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 87K | $1M+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 147K | $1M+ | SH |
| CMI | CUMMINS INC | 9K | $1M+ | SH |
| SHV | ISHARES TR | 42K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 30K | $1M+ | SH |