Hbc Financial Services, Pllc has filed its 13F form on August 07, 2024 for Q2 2024 where it was disclosed a total value porftolio of $157 Million distributed in 173 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 $47.6M, Ishares Core S&P Mid Cap ETF with a value of $47.5M, Ishares National Muni Bond ETF with a value of $14.2M, Ishares Core U.S. Aggregate Bo with a value of $12M, and Microsoft Corp with a value of $6.83M.
Examining the 13F form we can see an increase of $9.74M in the current position value, from $147M to 157M.
Below you can find more details about Hbc Financial Services, Pllc portfolio as well as his latest detailed transactions.
Portfolio value
$157 Million
ETFs: $134 Million
Technology: $9.5 Million
Consumer Cyclical: $4.8 Million
Financial Services: $2.32 Million
Consumer Defensive: $1.93 Million
Healthcare: $1.42 Million
Industrials: $1.17 Million
Energy: $787,000
Other: $975,000
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
