StockDriftsStockDriftsTop 50 Hbc Financial Services, Pllc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWB | iShares Russell 1000 ETF | 30.15% | 152.7K | $49K | -3.25%(-5.13K) | — | 2024-12-31 | |
| IJH | iShares Core S&P Mid-Cap ETF | 29.18% | 764.3K | $48K | -0.84%(-6.51K) | — | 2024-12-31 | |
| MUB | iShares National Muni Bond ETF | 9.35% | 143.2K | $15K | +7.56%(+10.06K) | — | 2024-12-31 | |
| AGG | iShares Core US Aggregate Bond ETF | 7.95% | 133.9K | $13K | +7.86%(+9.75K) | — | 2024-12-31 | |
| MSFT | Microsoft Corp | 4.14% | 16.0K | $7K | +0.04%(+6) | — | 2024-12-31 | |
| SBUX | Starbucks Corp | 2.41% | 43.0K | $4K | +0.00%(+2) | — | 2024-12-31 | |
| VB | Vanguard Small-Cap ETF | 2.14% | 14.5K | $3K | -0.89%(-130) | — | 2024-12-31 | |
| AAPL | Apple Inc | 1.6% | 10.4K | $3K | +0.00%(+0) | — | 2024-12-31 | |
| VTI | Vanguard Total Stock Market ETF | 1.48% | 8.3K | $2K | -11.51%(-1.08K) | — | 2024-12-31 | |
| VIG | Vanguard Dividend Appreciation ETF | 1.17% | 9.8K | $2K | -2.26%(-226) | — | 2024-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Hbc Financial Services, Pllc reports $163.20K in US-listed equity holdings across 202 positions in its most recent 13F filing. Its largest disclosed positions are IWB (30.1%), IJH (29.2%) and MUB (9.3%). Figures reflect the Q4 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Hbc Financial Services, Pllc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1802872). View Hbc Financial Services, Pllc’s 13F filings on SEC