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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
SCTXXSchwab Charles Family Fd
Recent Activity
Exited
0%
$18.085M
18.085M shares@ $1.0 avg price
ANETArista Networks Inc
Recent Activity
Exited
0%
$2.177M
5,671 shares@ $383.86 avg price
IIPRInnovative Indl Pptys Inc
Recent Activity
Exited
0%
$644,213
4,786 shares@ $134.61 avg price
BIDUBaidu Inc
Recent Activity
Exited
0%
$531,715↑ Call
5,050 shares@ $105.3 avg price
AMNAmn Healthcare Svcs Inc
Recent Activity
Exited
0%
$468,240
11,046 shares@ $42.4 avg price
BSCOInvesco Exch Trd Slf Idx Fd
Recent Activity
Exited
0%
$467,829
22,151 shares@ $21.12 avg price
SNSharkninja Inc
Recent Activity
Exited
0%
$434,840
4,000 shares@ $108.71 avg price
BEPCBrookfield Renewable Corp
Recent Activity
Exited
0%
$412,986
12,645 shares@ $32.67 avg price
HTDHancock John Tax-advantaged
Recent Activity
Exited
0%
$411,737
17,731 shares@ $23.23 avg price
MROMarathon Oil Corp
Recent Activity
Exited
0%
$409,862
15,391 shares@ $26.63 avg price