HB WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | C | 86K | $8.77M |
 | DUK | 85K | $10.54M |
 | ICE | 85K | $14.35M |
 | TXN | 85K | $15.59M |
 | DIS | 84K | $9.65M |
 | IBM | 83K | $23.30M |
 | CRD-A | 82K | $882.01K |
 | CL | 82K | $6.57M |
 | ORLY | 78K | $8.43M |
 | FAST | 78K | $3.81M |
 | GPC | 78K | $10.77M |
 | BMY | 78K | $3.50M |
 | MS | 78K | $12.35M |
 | KKR | 77K | $10.06M |
 | TSLX | 77K | $1.77M |
 | CSGP | 77K | $6.49M |
 | PLTR | 77K | $13.99M |
 | AFL | 75K | $8.38M |
 | CRDF | 72K | $148.19K |
 | WMB | 72K | $4.53M |
Citigroup Inc.
C
Shares Held
86K
Value
$8.77M
Duke Energy Corporation
DUK
Shares Held
85K
Value
$10.54M
Intercontinental Exchange, Inc.
ICE
Shares Held
85K
Value
$14.35M
Texas Instruments Incorporated
TXN
Shares Held
85K
Value
$15.59M
The Walt Disney Company
DIS
Shares Held
84K
Value
$9.65M
International Business Machines Corporation
IBM
Shares Held
83K
Value
$23.30M
Crawford & Company
CRD-A
Shares Held
82K
Value
$882.01K
Colgate-Palmolive Company
CL
Shares Held
82K
Value
$6.57M
O'Reilly Automotive, Inc.
ORLY
Shares Held
78K
Value
$8.43M
Fastenal Company
FAST
Shares Held
78K
Value
$3.81M
Genuine Parts Company
GPC
Shares Held
78K
Value
$10.77M
Bristol-Myers Squibb Company
BMY
Shares Held
78K
Value
$3.50M
Morgan Stanley
MS
Shares Held
78K
Value
$12.35M
KKR & Co. Inc.
KKR
Shares Held
77K
Value
$10.06M
Sixth Street Specialty Lending, Inc.
TSLX
Shares Held
77K
Value
$1.77M
CoStar Group, Inc.
CSGP
Shares Held
77K
Value
$6.49M
Palantir Technologies Inc.
PLTR
Shares Held
77K
Value
$13.99M
Aflac Incorporated
AFL
Shares Held
75K
Value
$8.38M
Cardiff Oncology, Inc.
CRDF
Shares Held
72K
Value
$148.19K
The Williams Companies, Inc.
WMB
Shares Held
72K
Value
$4.53M