HB Wealth Management, LLC
Top Portfolio Positions
1,128 positions ·
$5,049,720,241 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
1,611,342 | $408,942,486 | 8.10% | |
| SPY |
Spdr S&P 500 ETF Trust
|
468,856 | $304,915,811 | 6.04% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
679,680 | $223,539,955 | 4.43% | |
| MSFT |
Microsoft Corp
Technology
|
540,626 | $200,123,526 | 3.96% | |
| NVDA |
Nvidia Corp
Technology
|
1,125,283 | $196,249,355 | 3.89% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
646,705 | $134,689,250 | 2.67% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
455,267 | $130,916,578 | 2.59% | |
| TROW |
Price T Rowe Group Inc
Financial Services
|
1,010,026 | $91,043,743 | 1.80% | |
| AVGO |
Broadcom Inc.
Technology
|
266,735 | $82,557,149 | 1.63% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
263,834 | $77,609,409 | 1.54% |
Portfolio Trend
Holdings in UP
Shares Held
Position Value (USD)
3 of 3 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,687 | 11,000 | Shares | Sole | 2026-04-27 | |
| 2024-09-30 | $31,336 | 12,949 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $24,473 | 12,949 | Shares | Sole | 2024-07-26 | |
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