HB WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PG | 276K | $42.38M |
 | WBD | 275K | $5.37M |
 | USB | 254K | $12.29M |
 | GBDC | 249K | $3.41M |
 | U | 246K | $9.84M |
 | JPM | 242K | $76.36M |
 | AVGO | 233K | $76.89M |
 | MRK | 227K | $19.04M |
 | NEE | 221K | $16.69M |
 | CVX | 202K | $31.31M |
 | Z | 201K | $15.48M |
 | INTC | 200K | $6.72M |
 | VZ | 199K | $8.76M |
 | V | 194K | $66.40M |
 | SO | 191K | $18.06M |
 | ORCL | 187K | $52.52M |
 | ABT | 184K | $24.63M |
 | UBER | 176K | $17.24M |
 | ARCC | 168K | $3.43M |
 | BRK-B | 166K | $83.40M |
The Procter & Gamble Company
PG
Shares Held
276K
Value
$42.38M
Warner Bros. Discovery, Inc.
WBD
Shares Held
275K
Value
$5.37M
U.S. Bancorp
USB
Shares Held
254K
Value
$12.29M
Golub Capital BDC, Inc.
GBDC
Shares Held
249K
Value
$3.41M
Unity Software Inc.
U
Shares Held
246K
Value
$9.84M
JPMorgan Chase & Co.
JPM
Shares Held
242K
Value
$76.36M
Broadcom Inc.
AVGO
Shares Held
233K
Value
$76.89M
Merck & Co., Inc.
MRK
Shares Held
227K
Value
$19.04M
NextEra Energy, Inc.
NEE
Shares Held
221K
Value
$16.69M
Chevron Corporation
CVX
Shares Held
202K
Value
$31.31M
Zillow Group, Inc. Class C
Z
Shares Held
201K
Value
$15.48M
Intel Corporation
INTC
Shares Held
200K
Value
$6.72M
Verizon Communications Inc.
VZ
Shares Held
199K
Value
$8.76M
Visa Inc.
V
Shares Held
194K
Value
$66.40M
The Southern Company
SO
Shares Held
191K
Value
$18.06M
Oracle Corporation
ORCL
Shares Held
187K
Value
$52.52M
Abbott Laboratories
ABT
Shares Held
184K
Value
$24.63M
Uber Technologies, Inc.
UBER
Shares Held
176K
Value
$17.24M
Ares Capital Corporation
ARCC
Shares Held
168K
Value
$3.43M
Berkshire Hathaway Inc.
BRK-B
Shares Held
166K
Value
$83.40M