Position in H
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$276,609
New position
Shares Held
1,427
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#355
of 524 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Lodging
Consumer Cyclical · as of Jun 30, 2026HB Wealth Management, LLC holds $9,758,823 across 5 Lodging names. H ranks #5 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAR |
Marriott International Inc /Md/
|
12,377 | $4,586,792 | |
| 2 | HLT |
Hilton Worldwide Holdings Inc.
|
11,330 | $3,744,111 | |
| 3 | WH |
Wyndham Hotels & Resorts, Inc.
|
8,997 | $757,637 | |
| 4 | IHG |
Intercontinental Hotels Group PLC /New/
|
2,274 | $393,674 | |
| 5 | H |
Hyatt Hotels Corp
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|
1,427 | $276,609 |
All Filings in H
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,609 | 1,427 | Shares | Sole | 2026-07-29 | |
| No filing history on record for this holder in this stock. | ||||||