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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
IWBIshares Tr
Recent Activity
Decreased -0.81%
0.09%
$8.528M
26,471 shares@ $322.17 avg price
DALDelta Air Lines Inc Del
Recent Activity
Decreased -0.01%
0.09%
$8.357M
138,133 shares@ $60.51 avg price
VYMVanguard Whitehall Fds
Recent Activity
Decreased -2.39%
0.09%
$8.097M
63,464 shares@ $127.6 avg price
APDAir Prods & Chems Inc
Recent Activity
Decreased -16.48%
0.09%
$7.857M
27,094 shares@ $290.0 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -0.62%
0.08%
$7.409M
31,862 shares@ $232.53 avg price
SPLVInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -2.46%
0.08%
$7.095M
101,352 shares@ $70.0 avg price
DVYIshares Tr
Recent Activity
Decreased -0.22%
0.08%
$7.084M
53,960 shares@ $131.3 avg price
IWNIshares Tr
Recent Activity
Decreased -0.8%
0.07%
$6.843M
41,680 shares@ $164.17 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -17.72%
0.07%
$6.148M
36,311 shares@ $169.31 avg price
MSMorgan Stanley
Recent Activity
Decreased -3.82%
0.07%
$6.139M
48,829 shares@ $125.73 avg price