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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
XOMExxon Mobil Corp
Recent Activity
Decreased -3.65%
0.18%
$17.142M
159,362 shares@ $107.57 avg price
VBVanguard Index Fds
Recent Activity
Decreased -3.88%
0.16%
$15.604M
64,942 shares@ $240.29 avg price
DGROIshares Tr
Recent Activity
Decreased -0.04%
0.15%
$14.128M
230,320 shares@ $61.35 avg price
EFAIshares Tr
Recent Activity
Decreased -0.01%
0.14%
$13.69M
181,064 shares@ $75.62 avg price
SDYSpdr Ser Tr
Recent Activity
Decreased -3.01%
0.12%
$11.596M
87,786 shares@ $132.1 avg price
TGTTarget Corp
Recent Activity
Decreased -1.26%
0.11%
$10.494M
77,626 shares@ $135.19 avg price
CRHCrh Plc
Recent Activity
Decreased -0.03%
0.11%
$9.942M
107,453 shares@ $92.52 avg price
LRGFIshares Tr
Recent Activity
Decreased -0.94%
0.1%
$9.174M
152,018 shares@ $60.36 avg price
IVEIshares Tr
Recent Activity
Decreased -1.43%
0.1%
$9.026M
47,288 shares@ $190.88 avg price
GPCGenuine Parts Co
Recent Activity
Decreased -0.82%
0.1%
$8.899M
76,217 shares@ $116.77 avg price