Hbc Financial Services, Pllc Incresed Positions in Q4 2024

Hbc Financial Services, Pllc

  • $163 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
10.1K
+ 7.56%
$105.78 - $108.7 $1.06M - $1.09M
143K $15.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
9.75K
+ 7.86%
$96.64 - $101.23 $942K - $987K
134K $13M
AMZN
Amazon Com Inc

Consumer Cyclical
391
+ 8.57%
$180.88 - $232.93 $70.7K - $91.1K
4.95K $1.1M
KHC
Kraft Heinz CO

Consumer Defensive
2K
+ 88.38%
$30.1 - $36.02 $60.2K - $72K
4.26K $130K
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.08%
$205.18 - $250.29 $205 - $250
1.24K $296K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8
+ 0.11%
$26.93 - $84.95 $215 - $680
7.03K $195K
NVDA
Nvidia Corp

Technology
65
+ 11.3%
$117.0 - $148.88 $7.61K - $9.68K
640 $85K
Realty Income Corp
102
+ 55.14%
N/A
287 $15K
IWV
Ishares Russell 3000 ETF

ETFs
7
+ 1.74%
$323.08 - $349.08 $2.26K - $2.44K
409 $136K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
31
+ 1.8%
$53.94 - $58.15 $1.67K - $1.8K
1.75K $98K
BLK
Black Rock Inc.

Financial Services
1
+ 2.27%
$934.02 - $1065.26 $934 - $1.07K
45 $46K
PG
Procter & Gamble CO

Consumer Defensive
1
+ 0.21%
$161.05 - $179.7 $161 - $180
483 $81K
BK
Bank Of New York Mellon Corp

Financial Services
2
+ 0.59%
$70.82 - $81.87 $142 - $164
340 $26K
ETR
Entergy Corp

Utilities
106
+ 101.92%
$73.19 - $156.4 $7.76K - $16.6K
210 $15K
ANET
Arista Networks, Inc.

Technology
15
+ 300.0%
$104.78 - $431.02 $1.57K - $6.47K
20 $2K
ENB
Enbridge Inc

Energy
5
+ 1.17%
$40.4 - $43.92 $202 - $220
434 $18K
SPYI
Shp ETF Tr Neos S&P 500 High I
20
+ 1.0%
N/A
2.01K $102K
PRU
Prudential Financial Inc

Financial Services
2
+ 1.32%
$114.59 - $129.52 $229 - $259
154 $18K
UPS
United Parcel Service Inc

Industrials
1
+ 0.45%
$122.65 - $138.35 $123 - $138
222 $28K
JEPI
J P Morgan Exchange Traded Fd

ETFs
21
+ 1.24%
$57.53 - $60.83 $1.21K - $1.28K
1.71K $98K
EXPD
Expeditors International Of Washington Inc

Industrials
1
+ 0.35%
$110.5 - $128.26 $111 - $128
285 $31K
FAST
Fastenal CO

Industrials
3
+ 0.65%
$69.99 - $84.35 $210 - $253
466 $33K
VEA
Vanguard Ftse Developed Market

ETFs
36
+ 1.89%
$47.57 - $52.44 $1.71K - $1.89K
1.94K $92K
KO
Coca Cola CO

Consumer Defensive
2
+ 0.09%
$61.74 - $71.71 $123 - $143
2.29K $141K
FNDE
Schwab Fundamental Emerging Mk

ETFs
122
+ 0.67%
$28.89 - $33.95 $3.52K - $4.14K
18.5K $504K
EFA
Ishares Tr Msci Eafe ETF

ETFs
66
+ 1.5%
$75.1 - $82.99 $4.96K - $5.48K
4.47K $338K
VNQ
Vanguard Specialized Funds Van

ETFs
2
+ 0.08%
$87.85 - $98.6 $176 - $197
2.53K $225K
XOM
Exxon Mobil Corp

Energy
1
+ 0.05%
$105.51 - $125.37 $106 - $125
2.16K $228K
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.07%
$164.99 - $203.87 $165 - $204
1.39K $246K
MSFT
Microsoft Corp

Technology
6
+ 0.04%
$406.35 - $454.46 $2.44K - $2.73K
16K $6.76M
SBUX
Starbucks Corp

Consumer Cyclical
2
+ 0.0%
$87.44 - $102.5 $175 - $205
43K $3.93M
Activity Summary
Buys All Purchases 48 New Holdings 16 Increased Positions 32 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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