• 13F History

HB Wealth Management, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 15, 2025
Value $
$9.78B
Signature - Title
W. Travis McKinney - Chief Compliance Officer
Location
Atlanta, GA
Summary
This page shows a list of all the recent 13F filings made by HB Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. HB Wealth Management, LLC reported 1052 stock holdings with total value $9.78B as of Q4 2024. Top holdings included VTI, VIG, JPST, SPYG, and MINT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 1,052 $9.78B +$670M -$79.5M +$591M VTI, VIG, JPST, SPYG, MINT 13F-HR 1/15/2025, 03:14 PM
Q3 2024 960 $9.31B +$364M -$110M +$254M VTI, VIG, JPST, SPYG, VXUS 13F-HR 10/15/2024, 12:13 PM
Q2 2024 907 $8.56B +$613M -$91.1M +$522M VTI, VIG, JPST, SPYG, VXUS 13F-HR 7/26/2024, 01:18 PM
Q1 2024 839 $7.94B +$563M -$87.9M +$475M VTI, VIG, JPST, VXUS, SPYG 13F-HR 4/30/2024, 04:39 PM
Q4 2023 786 $6.96B +$420M -$214M +$207M VTI, VIG, JPST, VXUS, SPYG 13F-HR 1/16/2024, 08:46 AM
Q3 2023 758 $6.19B +$216M -$49M +$167M VTI, VIG, JPST, VXUS, SPYG 13F-HR 10/13/2023, 01:14 PM
Q2 2023 729 $6.27B +$183M -$67.9M +$115M VTI, VIG, JPST, VXUS, SPYG 13F-HR 7/13/2023, 02:40 PM
Q1 2023 716 $5.76B +$226M -$137M +$88.5M VTI, VIG, JPST, VXUS, MINT 13F-HR 4/13/2023, 03:42 PM
Q4 2022 690 $5.49B +$570M -$54.1M +$516M VTI, VIG, JPST, VXUS, MINT 13F-HR 1/20/2023, 12:43 PM
Q3 2022 577 $4.7B +$242M -$140M +$102M VTI, VIG, JPST, VXUS, MINT 13F-HR 10/19/2022, 09:52 AM
Q2 2022 574 $4.88B +$439M -$156M +$283M VTI, VIG, JPST, VXUS, MINT 13F-HR 7/15/2022, 09:50 AM
Q1 2022 589 $5.39B +$838M -$68.5M +$770M VTI, VIG, VXUS, JPST, SPYG 13F-HR 5/16/2022, 12:16 PM
Q4 2021 520 $4.97B VTI, VIG, VXUS, JPST, IVW 13F-HR 2/15/2022, 12:54 PM