Hbc Financial Services, Pllc has filed its 13F form on May 06, 2024 for Q1 2024 where it was disclosed a total value porftolio of $147 Million distributed in 183 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Mid Cap ETF with a value of $44.8M, Ishares Tr Russell 1000 ETF with a value of $44.5M, Ishares National Muni Bond ETF with a value of $14M, Ishares Core U.S. Aggregate Bo with a value of $11.7M, and Microsoft Corp with a value of $6.38M.

Examining the 13F form we can see an decrease of $53K in the current position value, from $147M to 147M.

Below you can find more details about Hbc Financial Services, Pllc portfolio as well as his latest detailed transactions.

Portfolio value $147 Million
ETFs: $127 Million
Technology: $8.46 Million
Consumer Cyclical: $4.57 Million
Financial Services: $1.76 Million
Consumer Defensive: $1.62 Million
Healthcare: $1.17 Million
Industrials: $1.09 Million
Communication Services: $714,000
Other: $925,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 183
  • Current Value $147 Million
  • Prior Value $147 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 06, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 20 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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