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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
IGMIshares Tr
Recent Activity
Increased 2.7%
0.14%
$13.641M
133,620 shares@ $102.1 avg price
ILOWAb Active Etfs Inc
Recent Activity
Increased 0.36%
0.14%
$13.305M
390,407 shares@ $34.09 avg price
LOWLowes Cos Inc
Recent Activity
Increased 2.13%
0.14%
$13.105M
53,100 shares@ $246.81 avg price
ABTAbbott Labs
Recent Activity
Increased 14.4%
0.14%
$12.816M
113,306 shares@ $113.11 avg price
BACBank America Corp
Recent Activity
Increased 3.75%
0.14%
$12.766M
290,470 shares@ $43.95 avg price
ADPAutomatic Data Processing In
Recent Activity
Increased 6.17%
0.14%
$12.755M
43,571 shares@ $292.74 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 5.16%
0.13%
$12.304M
50,814 shares@ $242.14 avg price
MAMastercard Incorporated
Recent Activity
Increased 18.08%
0.13%
$12.24M
23,245 shares@ $526.58 avg price
NEENextera Energy Inc
Recent Activity
Increased 3.14%
0.13%
$12.218M
170,426 shares@ $71.7 avg price
NFLXNetflix Inc
Recent Activity
Increased 3.16%
0.13%
$12.195M
13,681 shares@ $891.4 avg price