HB WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MTB | 4K | $825.16K |
 | BMO | 4K | $541.21K |
 | COIN | 4K | $1.40M |
 | KNSL | 4K | $1.75M |
 | NET | 4K | $878.53K |
 | BIIB | 4K | $572.79K |
 | RIO | 4K | $268.21K |
 | BMRN | 4K | $219.19K |
 | HUM | 4K | $1.04M |
 | PSA | 4K | $1.16M |
 | TRMB | 4K | $326.11K |
 | AU | 4K | $280.33K |
 | IDXX | 4K | $2.52M |
 | DTM | 4K | $443.15K |
 | SLG | 4K | $232.84K |
 | TW | 4K | $431.61K |
 | RJF | 4K | $664.98K |
 | EL | 4K | $339.45K |
 | LLYVA | 4K | $360.51K |
 | TER | 4K | $524.20K |
M&T Bank Corporation
MTB
Shares Held
4K
Value
$825.16K
Bank of Montreal
BMO
Shares Held
4K
Value
$541.21K
Coinbase Global, Inc.
COIN
Shares Held
4K
Value
$1.40M
Kinsale Capital Group, Inc.
KNSL
Shares Held
4K
Value
$1.75M
Cloudflare, Inc.
NET
Shares Held
4K
Value
$878.53K
Biogen Inc.
BIIB
Shares Held
4K
Value
$572.79K
Rio Tinto Group
RIO
Shares Held
4K
Value
$268.21K
BioMarin Pharmaceutical Inc.
BMRN
Shares Held
4K
Value
$219.19K
Humana Inc.
HUM
Shares Held
4K
Value
$1.04M
Public Storage
PSA
Shares Held
4K
Value
$1.16M
Trimble Inc.
TRMB
Shares Held
4K
Value
$326.11K
AngloGold Ashanti Plc
AU
Shares Held
4K
Value
$280.33K
IDEXX Laboratories, Inc.
IDXX
Shares Held
4K
Value
$2.52M
DT Midstream, Inc.
DTM
Shares Held
4K
Value
$443.15K
SL Green Realty Corp.
SLG
Shares Held
4K
Value
$232.84K
Tradeweb Markets Inc.
TW
Shares Held
4K
Value
$431.61K
Raymond James Financial, Inc.
RJF
Shares Held
4K
Value
$664.98K
The Estée Lauder Companies Inc.
EL
Shares Held
4K
Value
$339.45K
Liberty Live Group
LLYVA
Shares Held
4K
Value
$360.51K
Teradyne, Inc.
TER
Shares Held
4K
Value
$524.20K