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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
VOVanguard Index Fds
Recent Activity
Increased 2.36%
0.26%
$24.825M
93,989 shares@ $264.14 avg price
CVXChevron Corp New
Recent Activity
Increased 8.95%
0.23%
$22.235M
153,518 shares@ $144.84 avg price
TAt&t Inc
Recent Activity
Increased 2.21%
0.23%
$21.931M
963,156 shares@ $22.77 avg price
CSCOCisco Sys Inc
Recent Activity
Increased 2.62%
0.2%
$19.225M
324,746 shares@ $59.21 avg price
ABBVAbbvie Inc
Recent Activity
Increased 12.56%
0.2%
$19.18M
107,938 shares@ $177.7 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 8.42%
0.2%
$18.776M
20,491 shares@ $916.33 avg price
IJRIshares Tr
Recent Activity
Increased 15.37%
0.2%
$18.764M
162,866 shares@ $115.21 avg price
TXNTexas Instrs Inc
Recent Activity
Increased 4.44%
0.2%
$18.724M
99,856 shares@ $187.52 avg price
MCDMcdonalds Corp
Recent Activity
Increased 6.42%
0.19%
$18.249M
62,952 shares@ $289.9 avg price
HDVIshares Tr
Recent Activity
Increased 3.33%
0.18%
$17.592M
156,704 shares@ $112.27 avg price