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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
DFAUDimensional Etf Trust
Recent Activity
Increased 5.79%
0.62%
$60.168M
1.486M shares@ $40.5 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Decreased -0.27%
0.58%
$56.763M
988,722 shares@ $57.42 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
ALBAlbemarle Corp
Recent Activity
Decreased -5.45%
0.46%
$44.787M
520,292 shares@ $86.09 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 296.02%
0.45%
$44.027M
1.58M shares@ $27.88 avg price
ACNAccenture Plc Ireland
Recent Activity
Increased 1.64%
0.45%
$43.915M
124,831 shares@ $351.8 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -0.85%
0.44%
$42.489M
83,105 shares@ $511.28 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 5.11%
0.42%
$41.047M
171,239 shares@ $239.71 avg price
GOOGAlphabet Inc
Recent Activity
Increased 11.83%
0.42%
$40.257M
211,372 shares@ $190.46 avg price