Hbc Financial Services, Pllc has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $165 Million distributed in 197 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Russell 1000 ETF with a value of $50.2M, Ishares Core S&P Mid Cap ETF with a value of $48.3M, Ishares National Muni Bond ETF with a value of $14.2M, Ishares Core U.S. Aggregate Bo with a value of $12.2M, and Microsoft Corp with a value of $6.94M.
Examining the 13F form we can see an increase of $7.46M in the current position value, from $157M to 165M.
Below you can find more details about Hbc Financial Services, Pllc portfolio as well as his latest detailed transactions.
Portfolio value
$165 Million
ETFs: $138 Million
Technology: $9.82 Million
Consumer Cyclical: $6.35 Million
Financial Services: $2.57 Million
Consumer Defensive: $2.11 Million
Energy: $1.47 Million
Healthcare: $1.35 Million
Industrials: $1.21 Million
Other: $966,000
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
