HB WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | REFI | 12K | $159.85K |
 | AFRM | 12K | $911.60K |
 | ONB | 12K | $272.55K |
 | CCCS | 12K | $111.32K |
 | SAP | 12K | $3.27M |
 | NWL | 12K | $63.95K |
 | WST | 12K | $3.19M |
 | MAA | 12K | $1.68M |
 | VTR | 12K | $839.76K |
 | HTGC | 12K | $225.57K |
 | CG | 12K | $747.14K |
 | ALL | 12K | $2.55M |
 | VNO | 12K | $478.66K |
 | TPR | 12K | $1.34M |
 | KIM | 12K | $257.90K |
 | FUBO | 12K | $48.94K |
 | DINO | 12K | $616.86K |
 | TRGP | 12K | $1.97M |
 | CRWD | 12K | $5.77M |
 | UA | 12K | $56.42K |
Chicago Atlantic Real Estate Finance, Inc.
REFI
Shares Held
12K
Value
$159.85K
Affirm Holdings, Inc.
AFRM
Shares Held
12K
Value
$911.60K
Old National Bancorp
ONB
Shares Held
12K
Value
$272.55K
CCC Intelligent Solutions Holdings Inc.
CCCS
Shares Held
12K
Value
$111.32K
SAP SE
SAP
Shares Held
12K
Value
$3.27M
Newell Brands Inc.
NWL
Shares Held
12K
Value
$63.95K
West Pharmaceutical Services, Inc.
WST
Shares Held
12K
Value
$3.19M
Mid-America Apartment Communities, Inc.
MAA
Shares Held
12K
Value
$1.68M
Ventas, Inc.
VTR
Shares Held
12K
Value
$839.76K
Hercules Capital, Inc.
HTGC
Shares Held
12K
Value
$225.57K
The Carlyle Group Inc.
CG
Shares Held
12K
Value
$747.14K
The Allstate Corporation
ALL
Shares Held
12K
Value
$2.55M
Vornado Realty Trust
VNO
Shares Held
12K
Value
$478.66K
Tapestry, Inc.
TPR
Shares Held
12K
Value
$1.34M
Kimco Realty Corporation
KIM
Shares Held
12K
Value
$257.90K
fuboTV Inc.
FUBO
Shares Held
12K
Value
$48.94K
HF Sinclair Corporation
DINO
Shares Held
12K
Value
$616.86K
Targa Resources Corp.
TRGP
Shares Held
12K
Value
$1.97M
CrowdStrike Holdings, Inc.
CRWD
Shares Held
12K
Value
$5.77M
Under Armour, Inc.
UA
Shares Held
12K
Value
$56.42K