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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
UMCUnited Microelectronics Corp
Recent Activity
Exited
0%
$89,210
10,595 shares@ $8.43 avg price
3899⤦Grayscale Bitcoin Mini Tr Bt
Recent Activity
Exited
0%
$72,239
12,831 shares@ $5.64 avg price
TGANSharecare Inc
Recent Activity
Exited
0%
$60,482
42,593 shares@ $1.42 avg price
CHPTChargepoint Holdings Inc
Recent Activity
Exited
0%
$46,233
33,747 shares@ $1.37 avg price
HTZHertz Global Hldgs Inc
Recent Activity
Exited
0%
$46,019
13,945 shares@ $3.31 avg price
EDITEditas Medicine Inc
Recent Activity
Exited
0%
$41,923
12,294 shares@ $3.42 avg price
UPWheels Up Experience Inc
Recent Activity
Exited
0%
$31,337
12,949 shares@ $2.43 avg price
KRONKronos Bio Inc
Recent Activity
Exited
0%
$27,497
27,500 shares@ $1.0 avg price