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 TRMK
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,794,598 | 66,317 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,743,287 | 70,431 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,780,355 | 70,211 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $397,523 | 10,903 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,574,161 | 74,635 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,639,804 | 74,634 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,358,052 | 74,106 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,224,522 | 74,052 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,081,601 | 74,052 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,105,804 | 75,531 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $2,101,399 | 96,705 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,042,409 | 96,705 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $2,384,365 | 96,533 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $3,376,495 | 96,720 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,192,977 | 38,948 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,136,892 | 38,948 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,183,629 | 38,948 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $931,050 | 28,683 | Shares | Sole | 2022-02-15 | |
| No 13F history on record for this holder in this stock. | ||||||