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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
JNKSpdr Ser Tr
Recent Activity
Exited
0%
$247,995
2,536 shares@ $97.79 avg price
STESteris Plc
Recent Activity
Exited
0%
$247,876
1,022 shares@ $242.55 avg price
SHYDVaneck Etf Trust
Recent Activity
Exited
0%
$243,990
10,739 shares@ $22.72 avg price
VGKVanguard Intl Equity Index F
Recent Activity
Exited
0%
$237,849
3,345 shares@ $71.11 avg price
MGMMgm Resorts International
Recent Activity
Exited
0%
$232,783
5,955 shares@ $39.1 avg price
DGSWisdomtree Tr
Recent Activity
Exited
0%
$232,590
4,331 shares@ $53.71 avg price
QTWOQ2 Hldgs Inc
Recent Activity
Exited
0%
$231,493
2,902 shares@ $79.78 avg price
RIORio Tinto Plc
Recent Activity
Exited
0%
$230,983
3,245 shares@ $71.19 avg price
OTEXOpen Text Corp
Recent Activity
Exited
0%
$226,770
6,814 shares@ $33.29 avg price
BHPBhp Group Ltd
Recent Activity
Exited
0%
$225,397
3,629 shares@ $62.11 avg price