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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
MSFTMicrosoft Corp
Recent Activity
Increased 6.16%
1.48%
$144.308M
342,347 shares@ $421.53 avg price
NVDANvidia Corporation
Recent Activity
Increased 4.53%
1.26%
$122.666M
912,285 shares@ $134.47 avg price
IVVIshares Tr
Recent Activity
Increased 0.37%
1.09%
$105.936M
179,954 shares@ $588.69 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 9.79%
0.94%
$91.474M
416,865 shares@ $219.44 avg price
VOOVanguard Index Fds
Recent Activity
Increased 2.5%
0.86%
$83.626M
155,198 shares@ $538.84 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 185.1%
0.72%
$69.68M
3.006M shares@ $23.19 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 4.41%
0.63%
$61.419M
135,502 shares@ $453.28 avg price
DFAUDimensional Etf Trust
Recent Activity
Increased 5.79%
0.62%
$60.168M
1.486M shares@ $40.5 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 12.94%
0.49%
$47.187M
249,232 shares@ $189.33 avg price
SCHFSchwab Strategic Tr
Recent Activity
Increased 306.87%
0.48%
$46.027M
2.488M shares@ $18.51 avg price