test

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
PINSPinterest Inc
Recent Activity
Exited
0%
$224,874
6,947 shares@ $32.37 avg price
QRVOQorvo Inc
Recent Activity
Exited
0%
$221,888
2,148 shares@ $103.3 avg price
TLTIshares Tr
Recent Activity
Exited
0%
$216,753
2,209 shares@ $98.13 avg price
CTLTCatalent Inc
Recent Activity
Exited
0%
$206,423
3,408 shares@ $60.58 avg price
DKLDelek Logistics Partners Lp
Recent Activity
Exited
0%
$205,003
4,689 shares@ $43.72 avg price
DBEFDbx Etf Tr
Recent Activity
Exited
0%
$201,906
4,805 shares@ $42.02 avg price
SPTLSpdr Ser Tr
Recent Activity
Exited
0%
$201,426
6,929 shares@ $29.07 avg price
APAApa Corporation
Recent Activity
Exited
0%
$201,242
8,227 shares@ $24.47 avg price
PTYPimco Corporate & Income Opp
Recent Activity
Exited
0%
$191,243
13,290 shares@ $14.39 avg price
RXRXRecursion Pharmaceuticals In
Recent Activity
Exited
0%
$106,099
16,100 shares@ $6.59 avg price