HB WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WM | 49K | $10.83M |
 | AEP | 49K | $5.46M |
 | FCX | 48K | $1.89M |
 | BX | 48K | $8.13M |
 | AZN | 48K | $3.65M |
 | VLTO | 47K | $5.06M |
 | GILD | 47K | $5.24M |
 | SHEL | 45K | $3.24M |
 | YEXT | 45K | $386.07K |
 | ADP | 45K | $13.24M |
 | BKR | 45K | $2.19M |
 | UNH | 45K | $15.52M |
 | AMT | 45K | $8.60M |
 | GM | 45K | $2.72M |
 | CAT | 45K | $21.28M |
 | PANW | 44K | $8.91M |
 | D | 44K | $2.67M |
 | TGT | 44K | $3.91M |
 | GD | 43K | $14.66M |
 | SBUX | 43K | $3.63M |
Waste Management, Inc.
WM
Shares Held
49K
Value
$10.83M
American Electric Power Company, Inc.
AEP
Shares Held
49K
Value
$5.46M
Freeport-McMoRan Inc.
FCX
Shares Held
48K
Value
$1.89M
Blackstone Inc.
BX
Shares Held
48K
Value
$8.13M
AstraZeneca PLC
AZN
Shares Held
48K
Value
$3.65M
Veralto Corporation
VLTO
Shares Held
47K
Value
$5.06M
Gilead Sciences, Inc.
GILD
Shares Held
47K
Value
$5.24M
Shell plc
SHEL
Shares Held
45K
Value
$3.24M
Yext, Inc.
YEXT
Shares Held
45K
Value
$386.07K
Automatic Data Processing, Inc.
ADP
Shares Held
45K
Value
$13.24M
Baker Hughes Company
BKR
Shares Held
45K
Value
$2.19M
UnitedHealth Group Incorporated
UNH
Shares Held
45K
Value
$15.52M
American Tower Corporation
AMT
Shares Held
45K
Value
$8.60M
General Motors Company
GM
Shares Held
45K
Value
$2.72M
Caterpillar Inc.
CAT
Shares Held
45K
Value
$21.28M
Palo Alto Networks, Inc.
PANW
Shares Held
44K
Value
$8.91M
Dominion Energy, Inc.
D
Shares Held
44K
Value
$2.67M
Target Corporation
TGT
Shares Held
44K
Value
$3.91M
General Dynamics Corporation
GD
Shares Held
43K
Value
$14.66M
Starbucks Corporation
SBUX
Shares Held
43K
Value
$3.63M