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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
SPLGSpdr Ser Tr
Recent Activity
New Position
0.01%
$263,759
3,825 shares@ $68.96 avg price
ENSGEnsign Group Inc
Recent Activity
New Position
0.01%
$263,329
1,982 shares@ $132.87 avg price
IOOIshares Tr
Recent Activity
New Position
0.01%
$262,808
2,608 shares@ $100.77 avg price
CRDOCredo Technology Group Holdi
Recent Activity
New Position
0.01%
$262,052
3,899 shares@ $67.22 avg price
GGGGraco Inc
Recent Activity
New Position
0.01%
$261,215
3,099 shares@ $84.3 avg price
HQYHealthequity Inc
Recent Activity
New Position
0.01%
$260,696
2,717 shares@ $95.95 avg price
IEFIshares Tr
Recent Activity
New Position
0.01%
$259,322
2,805 shares@ $92.45 avg price
CNACna Finl Corp
Recent Activity
New Position
0.01%
$257,135
5,316 shares@ $48.38 avg price
EWBCEast West Bancorp Inc
Recent Activity
New Position
0.01%
$256,254
2,676 shares@ $95.77 avg price
IJSIshares Tr
Recent Activity
New Position
0.01%
$253,043
2,329 shares@ $108.65 avg price