Hb Wealth Management, LLC
CIK Number: 0001911253
9.79B
Market Value
1,017
# of Holdings
7 months
Avg. Holding Period
36.75%
Win Rate
31.66%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total ... | 257.33 | -4.15% | 7.87M | +0.51% | 2.18B | 238.83 | 22.27% |
| 2 | VIG | Vanguard Divide... | 181.65 | -2.62% | 4.87M | +1.71% | 942.87M | 153.98 | 9.63% |
| 3 | JPST | JPMorgan Ultra-... | 50.36 | +0.01% | 8.32M | +11.21% | 416.59M | 50.37 | 4.26% |
| 4 | SPYG | SPDR Portfolio ... | 76.86 | -3.91% | 4.63M | +1.28% | 393.83M | 70.12 | 4.02% |
| 5 | MINT | PIMCO Enhanced ... | 100.16 | -0.11% | 3.48M | +9.04% | 348.73M | 99.57 | 3.56% |
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