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W. Travis McKinney

@Hb Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$9.787BTotal holdings1052
Assets growth rate4.99%Assets growth rate (2-Q avg)6.87%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Hb Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 1052 positions.

Assets under management

The assets under management (AUM) of Hb Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 9.787B in assets, with a quarterly growth rate of 4.99% and a 2-quarter average growth rate of 6.87%. The portfolio is managed by W. Travis McKinney, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
LRCXLam Research Corp
Recent Activity
New Position
0.08%
$7.476M
103,505 shares@ $72.24 avg price
BLKBlackrock Inc
Recent Activity
New Position
0.07%
$6.579M
6,417 shares@ $1025.18 avg price
ANETArista Networks Inc
Recent Activity
New Position
0.04%
$3.257M
29,469 shares@ $110.54 avg price
ITAIshares Tr
Recent Activity
New Position
0.03%
$2.385M
16,410 shares@ $145.36 avg price
KYNKayne Anderson Energy Infrst
Recent Activity
New Position
0.03%
$2.008M
157,972 shares@ $12.71 avg price
GRBKGreen Brick Partners Inc
Recent Activity
New Position
0.02%
$1.599M
28,307 shares@ $56.49 avg price
KBDCKayne Anderson Bdc Inc
Recent Activity
New Position
0.02%
$1.591M
96,195 shares@ $16.54 avg price
CSWICsw Industrials Inc
Recent Activity
New Position
0.02%
$1.353M
3,835 shares@ $352.8 avg price
SMCISuper Micro Computer Inc
Recent Activity
New Position
0.02%
$1.277M
41,868 shares@ $30.5 avg price
GOVTIshares Tr
Recent Activity
New Position
0.02%
$1.166M
50,757 shares@ $22.99 avg price