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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
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
JNJJohnson & Johnson
Recent Activity
Increased 1.7%
0.31%
$30.003M
207,479 shares@ $144.61 avg price
JMSTJ P Morgan Exchange Traded F
Recent Activity
Increased 395.82%
0.31%
$29.439M
580,541 shares@ $50.72 avg price
VUGVanguard Index Fds
Recent Activity
Increased 3.64%
0.29%
$27.642M
67,346 shares@ $410.46 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 2.02%
0.27%
$26.298M
51,986 shares@ $505.88 avg price
IWFIshares Tr
Recent Activity
Increased 2.44%
0.27%
$25.776M
64,186 shares@ $401.59 avg price
MGKVanguard World Fd
Recent Activity
Increased 10.32%
0.26%
$25.156M
73,253 shares@ $343.42 avg price