HB Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Atlanta, GA
CIK
0001911253
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 979 9,322,340 VTI, VIG, JPST, SPYG 13F-HR 10/15/2024 000117266124004257
Q2 2024 935 8,572,253 VTI, VIG, JPST, SPYG 13F-HR 7/26/2024 000117266124002947
Q1 2024 847 7,947,048 VTI, VIG, JPST, VXUS 13F-HR 4/30/2024 000117266124001957
Q4 2023 787 6,958,379 VTI, VIG, JPST, VXUS 13F-HR 1/16/2024 000117266124000223
Q3 2023 759 6,193,940 VTI, VIG, JPST, VXUS 13F-HR 10/13/2023 000117266123003402
Q2 2023 729 6,265,288 VTI, VIG, JPST, VXUS 13F-HR 7/13/2023 000117266123002501
Q1 2023 716 5,763,847 VTI, VIG, JPST, VXUS 13F-HR 4/13/2023 000117266123001685
Q4 2022 690 5,493,339 VTI, VIG, JPST, VXUS 13F-HR 1/20/2023 000117266123000230
Q3 2022 577 4,701,764 VTI, VIG, JPST, VXUS 13F-HR 10/19/2022 000117266122002209
Q2 2022 574 4,875,992 VTI, VIG, JPST, VXUS 13F-HR 7/15/2022 000117266122001637
Q1 2022 590 5,394,122 VTI, VIG, VXUS, JPST 13F-HR 5/16/2022 000117266122001409
Q4 2021 520 4,971,211 VTI, VIG, VXUS, JPST 13F-HR 2/15/2022 000117266122000981