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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
MUFGMitsubishi Ufj Finl Group In
Recent Activity
New Position
0.01%
$822,428
70,173 shares@ $11.73 avg price
BLKBBlackbaud Inc
Recent Activity
New Position
0.01%
$788,209
10,663 shares@ $73.93 avg price
SWSmurfit Westrock Plc
Recent Activity
New Position
0.01%
$714,806
13,272 shares@ $53.86 avg price
WSMWilliams Sonoma Inc
Recent Activity
New Position
0.01%
$533,227
2,879 shares@ $185.22 avg price
MDBMongodb Inc
Recent Activity
New Position
0.01%
$529,178↑ Call
2,273 shares@ $232.82 avg price
DNPDnp Select Income Fd Inc
Recent Activity
New Position
0.01%
$479,702
54,388 shares@ $8.82 avg price
FPEFirst Tr Exch Traded Fd Iii
Recent Activity
New Position
0.01%
$473,369
26,744 shares@ $17.71 avg price
EMEEmcor Group Inc
Recent Activity
New Position
0.01%
$438,921
967 shares@ $453.9 avg price
JEFJefferies Finl Group Inc
Recent Activity
New Position
0.01%
$422,662
5,391 shares@ $78.41 avg price
LAMRLamar Advertising Co New
Recent Activity
New Position
0.01%
$413,773
3,398 shares@ $121.77 avg price