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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
EXEExpand Energy Corporation
Recent Activity
New Position
0.01%
$283,059
2,843 shares@ $99.57 avg price
SNXTd Synnex Corporation
Recent Activity
New Position
0.01%
$279,361
2,382 shares@ $117.29 avg price
SOUNSoundhound Ai Inc
Recent Activity
New Position
0.01%
$274,542
14,160 shares@ $19.39 avg price
OCOwens Corning New
Recent Activity
New Position
0.01%
$272,496
1,600 shares@ $170.31 avg price
RLRalph Lauren Corp
Recent Activity
New Position
0.01%
$272,252
1,178 shares@ $231.12 avg price
NVTNvent Electric Plc
Recent Activity
New Position
0.01%
$271,745
3,986 shares@ $68.18 avg price
TRPTc Energy Corp
Recent Activity
New Position
0.01%
$270,143
5,800 shares@ $46.58 avg price
ETHEGrayscale Ethereum Trust Etf
Recent Activity
New Position
0.01%
$269,440
9,616 shares@ $28.02 avg price
SKXSkechers U S A Inc
Recent Activity
New Position
0.01%
$264,858
3,939 shares@ $67.24 avg price
BURLBurlington Stores Inc
Recent Activity
New Position
0.01%
$264,535
928 shares@ $285.06 avg price