HB WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AUB | 14K | $502.74K |
 | MSI | 14K | $6.46M |
 | WTRG | 14K | $563.46K |
 | BEPC | 14K | $485.47K |
 | NI | 14K | $607.93K |
 | MMC | 14K | $2.83M |
 | TEL | 14K | $3.07M |
 | CGBD | 14K | $174.25K |
 | PAYX | 14K | $1.76M |
 | ODFL | 14K | $1.95M |
 | WEC | 14K | $1.59M |
 | DKNG | 14K | $517.39K |
 | YUM | 14K | $2.10M |
 | RPRX | 14K | $484.50K |
 | FSK | 14K | $204.52K |
 | OGN | 14K | $146.13K |
 | SYF | 14K | $970.83K |
 | MCO | 14K | $6.49M |
 | FDUS | 14K | $275.52K |
 | FTNT | 14K | $1.14M |
Atlantic Union Bankshares Corporation
AUB
Shares Held
14K
Value
$502.74K
Motorola Solutions, Inc.
MSI
Shares Held
14K
Value
$6.46M
Essential Utilities, Inc.
WTRG
Shares Held
14K
Value
$563.46K
Brookfield Renewable Corporation
BEPC
Shares Held
14K
Value
$485.47K
NiSource Inc.
NI
Shares Held
14K
Value
$607.93K
Marsh & McLennan Companies, Inc.
MMC
Shares Held
14K
Value
$2.83M
TE Connectivity Ltd.
TEL
Shares Held
14K
Value
$3.07M
Carlyle Secured Lending, Inc.
CGBD
Shares Held
14K
Value
$174.25K
Paychex, Inc.
PAYX
Shares Held
14K
Value
$1.76M
Old Dominion Freight Line, Inc.
ODFL
Shares Held
14K
Value
$1.95M
WEC Energy Group, Inc.
WEC
Shares Held
14K
Value
$1.59M
DraftKings Inc.
DKNG
Shares Held
14K
Value
$517.39K
Yum! Brands, Inc.
YUM
Shares Held
14K
Value
$2.10M
Royalty Pharma plc
RPRX
Shares Held
14K
Value
$484.50K
FS KKR Capital Corp.
FSK
Shares Held
14K
Value
$204.52K
Organon & Co.
OGN
Shares Held
14K
Value
$146.13K
Synchrony Financial
SYF
Shares Held
14K
Value
$970.83K
Moody's Corporation
MCO
Shares Held
14K
Value
$6.49M
Fidus Investment Corporation
FDUS
Shares Held
14K
Value
$275.52K
Fortinet, Inc.
FTNT
Shares Held
14K
Value
$1.14M