Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HB WEALTH MANAGEMENT LLC | 04-30-2024 | 03-31-2024 | 847 | 7,947,048,497 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| KIMBERLY-CLARK CORP | COM | 301 | $1,528,213 | 11,814 | 0.00 | 0.00 | 43 | 0.37 | 03-31-2024 |
| VANGUARD WORLD FD | COMM SRVC ETF | 302 | $1,480,903 | 11,285 | 0.00 | 0.00 | -259 | -2.24 | 03-31-2024 |
| DOLLAR GEN CORP NEW | COM | 303 | $1,474,455 | 9,448 | 0.00 | 0.00 | 2,980 | 46.07 | 03-31-2024 |
| SYSCO CORP | COM | 304 | $1,464,507 | 18,040 | 0.00 | 0.00 | 423 | 2.40 | 03-31-2024 |
