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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
IBKRInteractive Brokers Group In
Recent Activity
New Position
0.01%
$332,316
1,881 shares@ $176.67 avg price
TAPMolson Coors Beverage Co
Recent Activity
New Position
0.01%
$324,922
5,668 shares@ $57.33 avg price
NGGNational Grid Plc
Recent Activity
New Position
0.01%
$322,704
5,431 shares@ $59.42 avg price
DXCMDexcom Inc
Recent Activity
New Position
0.01%
$321,886
4,138 shares@ $77.79 avg price
WHWyndham Hotels & Resorts Inc
Recent Activity
New Position
0.01%
$319,202
3,167 shares@ $100.8 avg price
DKSDicks Sporting Goods Inc
Recent Activity
New Position
0.01%
$317,411
1,387 shares@ $228.85 avg price
GSKGsk Plc
Recent Activity
New Position
0.01%
$316,251
9,351 shares@ $33.83 avg price
WBSWebster Finl Corp
Recent Activity
New Position
0.01%
$315,776
5,718 shares@ $55.23 avg price
MANHManhattan Associates Inc
Recent Activity
New Position
0.01%
$314,559
1,164 shares@ $270.24 avg price
WCCWesco Intl Inc
Recent Activity
New Position
0.01%
$314,328
1,737 shares@ $180.97 avg price