HBC Financial Services, PLLC

CIK 1802872 · SEC EDGAR पर देखें ↗

पोर्टफोलियो मूल्य
$163K
13F मूल्य के अनुसार 9443 में से #9367 · शीर्ष 99.2%
पोजीशन
199
तिथि अनुसार
31 दिसमबर 2024 Q4 2024 के अनुसार डेटा
शीर्ष 10 होल्डिंग्स का भार
89.56%
शीर्ष 25 होल्डिंग्स का भार
95.77%
1% से ऊपर की स्थितियाँ
10
स्थितियों की प्रभावी संख्या
5.1

केवल 13F लॉन्ग-इक्विटी होल्डिंग्स पर आधारित (नकद, बॉन्ड, शॉर्ट्स का खुलासा नहीं किया गया है)

नई स्थितियाँ
199
बढ़ाया
0
घटा हुआ
0
बंद
0
इस पृष्ठ पर

क्षेत्रवार विवरण

Technology
6.0%
Consumer Discretionary
3.1%
Retail
2.1%
Healthcare
0.8%
Industrials
0.5%
Financials
0.4%
Energy
0.3%
Communication Services
0.3%
Consumer Staples
0.2%
Telecommunication
0.1%
Communications
0.1%
Consumer products
0.1%
Financial Services
0.1%
Utilities
0.0%
Logistics & Transportation
0.0%
Real Estate
0.0%
Materials
0.0%
Packaging
0.0%
अन्य/अनमैप्ड
85.8%

पूर्ण पोर्टफोलियो 199 पोजीशन

प्रकार लगातार 8 तिमाही का रुझान
IWB $49208 30.15% 152745 ऊपर ×1
IJH $47624 29.18% 764313 ऊपर ×1
MUB $15255 9.35% 143173 ऊपर ×1
AGG $12971 7.95% 133863 ऊपर ×1
MSFT Microsoft Corporation - Common Stock $6761 4.14% 16041 ऊपर ×1
SBUX Starbucks Corporation - Common Stock $3925 2.41% 43020 ऊपर ×1
VB $3494 2.14% 14544 ऊपर ×1
AAPL Apple Inc. - Common Stock $2607 1.60% 10413 ऊपर ×1
VTI $2408 1.48% 8309 ऊपर ×1
VIG $1912 1.17% 9764 ऊपर ×1
COST Costco Wholesale Corporation - Common Stock $1410 0.86% 1529 ऊपर ×1
IVV $1302 0.80% 2212 ऊपर ×1
TSLA Tesla, Inc. - Common Stock $1099 0.67% 2722 ऊपर ×1
AMZN Amazon.com, Inc. - Common Stock $1096 0.67% 4953 ऊपर ×1
BRKB $751 0.46% 1658 ऊपर ×1
BRKA $680 0.42% 1 ऊपर ×1
TMO Thermo Fisher Scientific Inc Common Stock $528 0.32% 1015 ऊपर ×1
FNDE $504 0.31% 18455 ऊपर ×1
WMT Walmart Inc. - Common Stock $498 0.31% 5500 ऊपर ×1
LMT Lockheed Martin Corporation Common Stock $491 0.30% 1012 ऊपर ×1
IWR $465 0.28% 5266 ऊपर ×1
HD Home Depot, Inc. (The) Common Stock $389 0.24% 1000 ऊपर ×1
EFA $338 0.21% 4472 ऊपर ×1
JPM JP Morgan Chase & Co. Common Stock $296 0.18% 1238 ऊपर ×1
CB Chubb Limited Common Stock $276 0.17% 1000 ऊपर ×1
ABBV AbbVie Inc. Common Stock $246 0.15% 1389 ऊपर ×1
XOM Exxon Mobil Corporation Common Stock $228 0.14% 2161 ऊपर ×1
VNQ $225 0.14% 2527 ऊपर ×1
GOOGL Alphabet Inc. - Class A Common Stock $222 0.14% 1161 ऊपर ×1
IWP $215 0.13% 1700 ऊपर ×1
IWS $209 0.13% 1620 ऊपर ×1
SPY SPY $206 0.13% 352 ऊपर ×1
T AT&T Inc. $200 0.12% 8824 ऊपर ×1
SCHD $195 0.12% 7032 ऊपर ×1
AMGN Amgen Inc. - Common Stock $167 0.10% 646 ऊपर ×1
SLYG $166 0.10% 1840 ऊपर ×1
FMDE $161 0.10% 4914 ऊपर ×1
BUI BlackRock Utility, Infrastructure & Power Opportunities Trust $159 0.10% 6800 ऊपर ×1
AVGO Broadcom Inc. - Common Stock $144 0.09% 621 ऊपर ×1
KO Coca-Cola Company (The) Common Stock $141 0.09% 2286 ऊपर ×1
IWV $136 0.08% 409 ऊपर ×1
KHC The Kraft Heinz Company - Common Stock $130 0.08% 4263 ऊपर ×1
MRK Merck & Company, Inc. Common Stock (new) $121 0.07% 1225 ऊपर ×1
CSCO Cisco Systems, Inc. - Common Stock $112 0.07% 1901 ऊपर ×1
GOOG Alphabet Inc. - Class C Capital Stock $104 0.06% 550 ऊपर ×1
SPYI $102 0.06% 2014 ऊपर ×1
VFLO VictoryShares Free Cash Flow ETF $102 0.06% 3000 ऊपर ×1
OXY Occidental Petroleum Corporation Common Stock $101 0.06% 2060 ऊपर ×1
PDO PIMCO Dynamic Income Opportunities Fund Common Shares of Beneficial Interest $101 0.06% 7500 ऊपर ×1
ABT Abbott Laboratories Common Stock $99 0.06% 882 ऊपर ×1
JEPI $98 0.06% 1713 ऊपर ×1
JEPQ JPMorgan Nasdaq Equity Premium Income ETF $98 0.06% 1750 ऊपर ×1
SPHD $96 0.06% 2000 ऊपर ×1
META Meta Platforms, Inc. - Class A Common Stock $93 0.06% 159 ऊपर ×1
VEA $92 0.06% 1938 ऊपर ×1
PDI PIMCO Dynamic Income Fund Common Stock $91 0.06% 5000 ऊपर ×1
LOW Lowe's Companies, Inc. Common Stock $86 0.05% 350 ऊपर ×1
NVDA NVIDIA Corporation - Common Stock $85 0.05% 640 ऊपर ×1
EPD Enterprise Products Partners L.P. Common Stock $84 0.05% 2700 ऊपर ×1
PG Procter & Gamble Company (The) Common Stock $81 0.05% 483 ऊपर ×1
BA Boeing Company (The) Common Stock $75 0.05% 425 ऊपर ×1
BAM Brookfield Asset Management Inc Class A Limited Voting Shares $75 0.05% 1400 ऊपर ×1
BAC Bank of America Corporation Common Stock $65 0.04% 1498 ऊपर ×1
ET Energy Transfer LP Common Units $64 0.04% 3300 ऊपर ×1
WAFD WaFd, Inc. - Common Stock $64 0.04% 2000 ऊपर ×1
SLYV $62 0.04% 720 ऊपर ×1
CAT Caterpillar, Inc. Common Stock $61 0.04% 168 ऊपर ×1
PI Impinj, Inc. - Common Stock $60 0.04% 417 ऊपर ×1
WM Waste Management, Inc. Common Stock $60 0.04% 300 ऊपर ×1
MPLX MPLX LP Common Units Representing Limited Partner Interests $59 0.04% 1250 ऊपर ×1
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF $58 0.04% 2379 ऊपर ×1
EAGG $51 0.03% 1115 ऊपर ×1
VGT $49 0.03% 80 ऊपर ×1
BLKXXXX $46 0.03% 45 ऊपर ×1
BEPC Brookfield Renewable Corporation Brookfield Renewable Corporation Class A Subordinate Voting Shares $44 0.03% 1600 ऊपर ×1
VT $42 0.03% 358 ऊपर ×1
TSLX Sixth Street Specialty Lending, Inc. Common Stock $37 0.02% 220 ऊपर ×1
FAST Fastenal Company - Common Stock $33 0.02% 466 ऊपर ×1
GRMN Garmin Ltd. Common Stock (Switzerland) $32 0.02% 155 ऊपर ×1
EXPD Expeditors International of Washington, Inc. Common Stock $31 0.02% 285 ऊपर ×1
GLD $31 0.02% 131 ऊपर ×1
VGSH Vanguard Short-Term Treasury ETF $29 0.02% 506 ऊपर ×1
CMCSA Comcast Corporation - Class A Common Stock $28 0.02% 752 ऊपर ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $28 0.02% 140 ऊपर ×1
UNP Union Pacific Corporation Common Stock $28 0.02% 123 ऊपर ×1
UPS United Parcel Service, Inc. Common Stock $28 0.02% 222 ऊपर ×1
BCUS $27 0.02% 910 ऊपर ×1
TIP $27 0.02% 262 ऊपर ×1
BK The Bank of New York Mellon Corporation Common Stock $26 0.02% 340 ऊपर ×1
GLDM $26 0.02% 511 ऊपर ×1
SPTL $25 0.02% 981 ऊपर ×1
ZTS Zoetis Inc. Class A Common Stock $25 0.02% 155 ऊपर ×1
DCOR $23 0.01% 372 ऊपर ×1
PCAR PACCAR Inc. - Common Stock $21 0.01% 203 ऊपर ×1
INTC Intel Corporation - Common Stock $20 0.01% 1011 ऊपर ×1
VTR Ventas, Inc. Common Stock $19 0.01% 325 ऊपर ×1
ENB Enbridge Inc Common Stock $18 0.01% 434 ऊपर ×1
IEF iShares 7-10 Year Treasury Bond ETF $18 0.01% 200 ऊपर ×1
PRU Prudential Financial, Inc. Common Stock $18 0.01% 154 ऊपर ×1
FSKXXXX $17 0.01% 815 ऊपर ×1

सबसे बड़े नए दांव

इस तिमाही में खोले गए नए पद, सबसे बड़े पहले।

सुरक्षा मूल्य शेयर % पोर्टफोलियो का
IWB $49208 152745 30.15%
IJH $47624 764313 29.18%
MUB $15255 143173 9.35%
AGG $12971 133863 7.95%
MSFT $6761 16041 4.14%
SBUX $3925 43020 2.41%
VB $3494 14544 2.14%
AAPL $2607 10413 1.60%
VTI $2408 8309 1.48%
VIG $1912 9764 1.17%
COST $1410 1529 0.86%
IVV $1302 2212 0.80%
TSLA $1099 2722 0.67%
AMZN $1096 4953 0.67%
BRKB $751 1658 0.46%