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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
SNOWSnowflake Inc
Recent Activity
New Position
0.01%
$396,680
2,569 shares@ $154.42 avg price
UTHRUnited Therapeutics Corp Del
Recent Activity
New Position
0.01%
$376,127
1,066 shares@ $352.84 avg price
BEPCBrookfield Renewable Corp
Recent Activity
New Position
0.01%
$373,691
13,509 shares@ $27.67 avg price
NBIXNeurocrine Biosciences Inc
Recent Activity
New Position
0.01%
$373,328
2,735 shares@ $136.51 avg price
ATRAptargroup Inc
Recent Activity
New Position
0.01%
$369,185
2,350 shares@ $157.1 avg price
CSLCarlisle Cos Inc
Recent Activity
New Position
0.01%
$364,045
987 shares@ $368.84 avg price
WSOWatsco Inc
Recent Activity
New Position
0.01%
$358,735
757 shares@ $473.9 avg price
ABCBAmeris Bancorp
Recent Activity
New Position
0.01%
$351,769
5,622 shares@ $62.58 avg price
EAGL2023 Etf Series Trust
Recent Activity
New Position
0.01%
$341,163
12,250 shares@ $27.86 avg price
SFMSprouts Fmrs Mkt Inc
Recent Activity
New Position
0.01%
$335,211
2,638 shares@ $127.08 avg price