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