W. Travis McKinney

@Hb Wealth Management, Llc

Latest period2024 - Q4

Reported4d ago

Managed Assets$9.787B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SLGSl Green Rlty Corp Recent Activity New Position	0.01%	$304,252 4,479 shares@ $67.93 avg price	New Position
GMEDGlobus Med Inc Recent Activity New Position	0.01%	$300,568 3,634 shares@ $82.71 avg price	New Position
DTMDt Midstream Inc Recent Activity New Position	0.01%	$299,117 3,008 shares@ $99.45 avg price	New Position
TTEKTetra Tech Inc New Recent Activity New Position	0.01%	$299,032 7,506 shares@ $39.84 avg price	New Position
USOUnited Sts Oil Fd Lp Recent Activity New Position	0.01%	$297,214 3,934 shares@ $75.56 avg price	New Position
STAGStag Indl Inc Recent Activity New Position	0.01%	$294,031 8,694 shares@ $33.82 avg price	New Position
FIXComfort Sys Usa Inc Recent Activity New Position	0.01%	$291,753 688 shares@ $424.06 avg price	New Position
COHRCoherent Corp Recent Activity New Position	0.01%	$289,116 3,052 shares@ $94.74 avg price	New Position
BMOBank Montreal Que Recent Activity New Position	0.01%	$284,939 2,936 shares@ $97.06 avg price	New Position
TTCToro Co Recent Activity New Position	0.01%	$283,154 3,535 shares@ $80.11 avg price	New Position