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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
SCHDSchwab Strategic Tr
Recent Activity
Increased 198.93%
0.41%
$39.266M
1.437M shares@ $27.33 avg price
PGProcter And Gamble Co
Recent Activity
Increased 3.31%
0.38%
$36.312M
216,593 shares@ $167.66 avg price
METAMeta Platforms Inc
Recent Activity
Increased 5.43%
0.37%
$35.355M
60,377 shares@ $585.58 avg price
LLYEli Lilly & Co
Recent Activity
Increased 2.86%
0.35%
$33.802M
43,783 shares@ $772.03 avg price
AVGOBroadcom Inc
Recent Activity
Increased 14.52%
0.34%
$32.759M
141,235 shares@ $231.95 avg price
KOCoca Cola Co
Recent Activity
Increased 2.43%
0.33%
$32.073M
515,154 shares@ $62.27 avg price
WMTWalmart Inc
Recent Activity
Increased 1.34%
0.33%
$31.591M
349,637 shares@ $90.36 avg price
ORCLOracle Corp
Recent Activity
Increased 2.54%
0.32%
$30.932M
185,623 shares@ $166.65 avg price
IWDIshares Tr
Recent Activity
Increased 0.83%
0.32%
$30.598M
165,280 shares@ $185.14 avg price
VVisa Inc
Recent Activity
Increased 2.78%
0.31%
$30.278M
95,803 shares@ $316.04 avg price