Hb Wealth Management, LLC
CIK Number: 0001911253
9.32B
Market Value
903
# of Holdings
7 months
Avg. Holding Period
69.37%
Win Rate
26.22%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Index ... | 299.93 | -0.05% | 7.83M | +1.50% | 2.12B | 238.57 | 22.72% | |
| 2 | Vanguard Specia... | 202.09 | +0.80% | 4.79M | +2.75% | 937.36M | 153.27 | 10.05% | |
| 3 | J P Morgan Exch... | 50.49 | +0.01% | 7.48M | -3.60% | 377.12M | 50.37 | 4.05% | |
| 4 | Spdr Ser Tr | 90.38 | +0.18% | 4.58M | +3.84% | 366.76M | 69.89 | 3.93% | |
| 5 | Vanguard Star F... | 61.71 | -0.23% | 5.45M | +3.48% | 350.82M | 52.45 | 3.76% |
Trade Smarter, Not Harder
Cut through market noise with actionable insights that actually help you make confident investment decisions. No more endless research or gut-based guessing.
- Unlimited access to all data and tools
- Unlimited access to all data and tools, giving you the edge over everyone else in the market.
- Realtime Options Data
- Instant access to live options data to spot opportunities and trade with precision before the market moves.
- Top Wallstreet Analyst Ratings
- Follow ratings from the best analysts on Wall Street to stay ahead.
- Up to 30 years financial history
- We deliver premium Wall Street data with top-tier accuracy and up to 30 years of history.