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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
AGRAvangrid Inc
Recent Activity
Exited
0%
$382,022
10,674 shares@ $35.79 avg price
JDJd.com Inc
Recent Activity
Exited
0%
$332,600
8,315 shares@ $40.0 avg price
EXPDExpeditors Intl Wash Inc
Recent Activity
Exited
0%
$324,689
2,471 shares@ $131.4 avg price
DFUVDimensional Etf Trust
Recent Activity
Exited
0%
$308,423
7,398 shares@ $41.7 avg price
JAAAJanus Detroit Str Tr
Recent Activity
Exited
0%
$306,298
6,020 shares@ $50.89 avg price
SCHOSchwab Strategic Tr
Recent Activity
Exited
0%
$298,729
6,099 shares@ $48.98 avg price
ENPHEnphase Energy Inc
Recent Activity
Exited
0%
$285,715
2,528 shares@ $113.03 avg price
ALGNAlign Technology Inc
Recent Activity
Exited
0%
$280,261
1,102 shares@ $254.33 avg price
ADTNAdtran Holdings Inc
Recent Activity
Exited
0%
$268,083
45,208 shares@ $5.93 avg price
SPRSpirit Aerosystems Hldgs Inc
Recent Activity
Exited
0%
$258,357
7,947 shares@ $32.52 avg price