HB Wealth Management, LLC
Top Portfolio Positions
1,132 positions ·
$5,132,794,085 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
1,611,342 | $408,942,486 | 7.97% | |
| SPY |
Spdr S&P 500 ETF Trust
|
468,856 | $304,915,811 | 5.94% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
679,680 | $223,539,955 | 4.36% | |
| MSFT |
Microsoft Corp
Technology
|
540,626 | $200,123,526 | 3.90% | |
| NVDA |
Nvidia Corp
Technology
|
1,125,283 | $196,249,355 | 3.82% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
646,705 | $134,689,250 | 2.62% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
455,267 | $130,916,578 | 2.55% | |
| TROW |
Price T Rowe Group Inc
Financial Services
|
1,010,026 | $91,043,743 | 1.77% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
178,143 | $85,366,125 | 1.66% | |
| AVGO |
Broadcom Inc.
Technology
|
266,735 | $82,557,149 | 1.61% |
Portfolio Trend
18 quarters · across all stocks
Holdings in REFR
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,200 | 10,000 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $13,100 | 10,000 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $15,900 | 10,000 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $16,400 | 10,000 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $11,300 | 10,000 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $17,100 | 10,000 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $21,900 | 10,000 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $18,400 | 10,000 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $13,000 | 10,000 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $10,100 | 10,000 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $10,800 | 10,000 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $16,000 | 10,000 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $17,100 | 10,000 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $19,100 | 10,000 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $21,300 | 10,000 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $17,400 | 10,000 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $19,200 | 10,000 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $17,200 | 10,000 | Shares | Sole | 2022-02-15 | |
| No 13F history on record for this holder in this stock. | ||||||