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James D Guard III, CPA, PFS

@Hbc Financial Services, Pllc

Latest period2024 - Q4ReportedManaged Assets$163.196MTotal holdings202
Assets growth rate-0.85%Assets growth rate (2-Q avg)1.95%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Hbc Financial Services, Pllc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 202 positions.

Assets under management

The assets under management (AUM) of Hbc Financial Services, Pllc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 163.196M in assets, with a quarterly growth rate of -0.85% and a 2-quarter average growth rate of 1.95%. The portfolio is managed by James D Guard III, CPA, PFS, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ARMArm Holdings Plc Adr
Recent Activity
New Position
0.01%
$1,000
10 shares@ $100.0 avg price
LLYEli Lilly And Co
Recent Activity
New Position
0.01%
$1,000
2 shares@ $500.0 avg price
DBRGDigitalbridge Group Inc Class A
Recent Activity
New Position
0%
$0
0 shares@ $0.0 avg price
SLBSchlumberger Ltd
Recent Activity
New Position
0%
$0
5 shares@ $0.0 avg price
DFIVDimensional International Value Etf
Recent Activity
New Position
0%
$0
0 shares@ $0.0 avg price
3595⤦Fs Investment Corp Ii
Recent Activity
New Position
0%
$0
0 shares@ $0.0 avg price