HBC Financial Services, PLLC
CIK 1802872 · SEC EDGAR で表示 ↗
- ポートフォリオ評価額
- $163K
- ポジション
- 199
- 時点
- 2024年12月31日 Q4 2024時点のデータ
13F価値別で9,443件中 #9,367 位 · 99.2% トップ
- 上位10銘柄のウェイト
- 89.56%
- 上位25銘柄のウェイト
- 95.77%
- 1%超のポジション
- 10
- 実効ポジション数
- 5.1
13Fのロングエクイティ保有のみに基づく（現金、債券、ショートは非公開）
- 新規ポジション
- 199
- 増加
- 0
- 減少
- 0
- クローズ
- 0
このページについて
セクター別内訳
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%
その他/マッピングなし
85.8%
ポートフォリオ全体 199 ポジション
| タイプ | 連続 | 8四半期トレンド | |||||
|---|---|---|---|---|---|---|---|
| IWB | $49,208 | 30.15% | 152,745 | 上昇 ×1 | |||
| IJH | $47,624 | 29.18% | 764,313 | 上昇 ×1 | |||
| MUB | $15,255 | 9.35% | 143,173 | 上昇 ×1 | |||
| AGG | $12,971 | 7.95% | 133,863 | 上昇 ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $6,761 | 4.14% | 16,041 | 上昇 ×1 | |||
| SBUX Starbucks Corporation - Common Stock | $3,925 | 2.41% | 43,020 | 上昇 ×1 | |||
| VB | $3,494 | 2.14% | 14,544 | 上昇 ×1 | |||
| AAPL Apple Inc. - Common Stock | $2,607 | 1.60% | 10,413 | 上昇 ×1 | |||
| VTI | $2,408 | 1.48% | 8,309 | 上昇 ×1 | |||
| VIG | $1,912 | 1.17% | 9,764 | 上昇 ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $1,410 | 0.86% | 1,529 | 上昇 ×1 | |||
| IVV | $1,302 | 0.80% | 2,212 | 上昇 ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $1,099 | 0.67% | 2,722 | 上昇 ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $1,096 | 0.67% | 4,953 | 上昇 ×1 | |||
| BRKB | $751 | 0.46% | 1,658 | 上昇 ×1 | |||
| BRKA | $680 | 0.42% | 1 | 上昇 ×1 | |||
| TMO Thermo Fisher Scientific Inc Common Stock | $528 | 0.32% | 1,015 | 上昇 ×1 | |||
| FNDE | $504 | 0.31% | 18,455 | 上昇 ×1 | |||
| WMT Walmart Inc. - Common Stock | $498 | 0.31% | 5,500 | 上昇 ×1 | |||
| LMT Lockheed Martin Corporation Common Stock | $491 | 0.30% | 1,012 | 上昇 ×1 | |||
| IWR | $465 | 0.28% | 5,266 | 上昇 ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $389 | 0.24% | 1,000 | 上昇 ×1 | |||
| EFA | $338 | 0.21% | 4,472 | 上昇 ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $296 | 0.18% | 1,238 | 上昇 ×1 | |||
| CB Chubb Limited Common Stock | $276 | 0.17% | 1,000 | 上昇 ×1 | |||
| ABBV AbbVie Inc. Common Stock | $246 | 0.15% | 1,389 | 上昇 ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $228 | 0.14% | 2,161 | 上昇 ×1 | |||
| VNQ | $225 | 0.14% | 2,527 | 上昇 ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $222 | 0.14% | 1,161 | 上昇 ×1 | |||
| IWP | $215 | 0.13% | 1,700 | 上昇 ×1 | |||
| IWS | $209 | 0.13% | 1,620 | 上昇 ×1 | |||
| SPY SPY | $206 | 0.13% | 352 | 上昇 ×1 | |||
| T AT&T Inc. | $200 | 0.12% | 8,824 | 上昇 ×1 | |||
| SCHD | $195 | 0.12% | 7,032 | 上昇 ×1 | |||
| AMGN Amgen Inc. - Common Stock | $167 | 0.10% | 646 | 上昇 ×1 | |||
| SLYG | $166 | 0.10% | 1,840 | 上昇 ×1 | |||
| FMDE | $161 | 0.10% | 4,914 | 上昇 ×1 | |||
| BUI BlackRock Utility, Infrastructure & Power Opportunities Trust | $159 | 0.10% | 6,800 | 上昇 ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $144 | 0.09% | 621 | 上昇 ×1 | |||
| KO Coca-Cola Company (The) Common Stock | $141 | 0.09% | 2,286 | 上昇 ×1 | |||
| IWV | $136 | 0.08% | 409 | 上昇 ×1 | |||
| KHC The Kraft Heinz Company - Common Stock | $130 | 0.08% | 4,263 | 上昇 ×1 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $121 | 0.07% | 1,225 | 上昇 ×1 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $112 | 0.07% | 1,901 | 上昇 ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $104 | 0.06% | 550 | 上昇 ×1 | |||
| SPYI | $102 | 0.06% | 2,014 | 上昇 ×1 | |||
| VFLO VictoryShares Free Cash Flow ETF | $102 | 0.06% | 3,000 | 上昇 ×1 | |||
| OXY Occidental Petroleum Corporation Common Stock | $101 | 0.06% | 2,060 | 上昇 ×1 | |||
| PDO PIMCO Dynamic Income Opportunities Fund Common Shares of Beneficial Interest | $101 | 0.06% | 7,500 | 上昇 ×1 | |||
| ABT Abbott Laboratories Common Stock | $99 | 0.06% | 882 | 上昇 ×1 | |||
| JEPI | $98 | 0.06% | 1,713 | 上昇 ×1 | |||
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $98 | 0.06% | 1,750 | 上昇 ×1 | |||
| SPHD | $96 | 0.06% | 2,000 | 上昇 ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $93 | 0.06% | 159 | 上昇 ×1 | |||
| VEA | $92 | 0.06% | 1,938 | 上昇 ×1 | |||
| PDI PIMCO Dynamic Income Fund Common Stock | $91 | 0.06% | 5,000 | 上昇 ×1 | |||
| LOW Lowe's Companies, Inc. Common Stock | $86 | 0.05% | 350 | 上昇 ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $85 | 0.05% | 640 | 上昇 ×1 | |||
| EPD Enterprise Products Partners L.P. Common Stock | $84 | 0.05% | 2,700 | 上昇 ×1 | |||
| PG Procter & Gamble Company (The) Common Stock | $81 | 0.05% | 483 | 上昇 ×1 | |||
| BA Boeing Company (The) Common Stock | $75 | 0.05% | 425 | 上昇 ×1 | |||
| BAM Brookfield Asset Management Inc Class A Limited Voting Shares | $75 | 0.05% | 1,400 | 上昇 ×1 | |||
| BAC Bank of America Corporation Common Stock | $65 | 0.04% | 1,498 | 上昇 ×1 | |||
| ET Energy Transfer LP Common Units | $64 | 0.04% | 3,300 | 上昇 ×1 | |||
| WAFD WaFd, Inc. - Common Stock | $64 | 0.04% | 2,000 | 上昇 ×1 | |||
| SLYV | $62 | 0.04% | 720 | 上昇 ×1 | |||
| CAT Caterpillar, Inc. Common Stock | $61 | 0.04% | 168 | 上昇 ×1 | |||
| PI Impinj, Inc. - Common Stock | $60 | 0.04% | 417 | 上昇 ×1 | |||
| WM Waste Management, Inc. Common Stock | $60 | 0.04% | 300 | 上昇 ×1 | |||
| MPLX MPLX LP Common Units Representing Limited Partner Interests | $59 | 0.04% | 1,250 | 上昇 ×1 | |||
| SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $58 | 0.04% | 2,379 | 上昇 ×1 | |||
| EAGG | $51 | 0.03% | 1,115 | 上昇 ×1 | |||
| VGT | $49 | 0.03% | 80 | 上昇 ×1 | |||
| BLKXXXX | $46 | 0.03% | 45 | 上昇 ×1 | |||
| BEPC Brookfield Renewable Corporation Brookfield Renewable Corporation Class A Subordinate Voting Shares | $44 | 0.03% | 1,600 | 上昇 ×1 | |||
| VT | $42 | 0.03% | 358 | 上昇 ×1 | |||
| TSLX Sixth Street Specialty Lending, Inc. Common Stock | $37 | 0.02% | 220 | 上昇 ×1 | |||
| FAST Fastenal Company - Common Stock | $33 | 0.02% | 466 | 上昇 ×1 | |||
| GRMN Garmin Ltd. Common Stock (Switzerland) | $32 | 0.02% | 155 | 上昇 ×1 | |||
| EXPD Expeditors International of Washington, Inc. Common Stock | $31 | 0.02% | 285 | 上昇 ×1 | |||
| GLD | $31 | 0.02% | 131 | 上昇 ×1 | |||
| VGSH Vanguard Short-Term Treasury ETF | $29 | 0.02% | 506 | 上昇 ×1 | |||
| CMCSA Comcast Corporation - Class A Common Stock | $28 | 0.02% | 752 | 上昇 ×1 | |||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $28 | 0.02% | 140 | 上昇 ×1 | |||
| UNP Union Pacific Corporation Common Stock | $28 | 0.02% | 123 | 上昇 ×1 | |||
| UPS United Parcel Service, Inc. Common Stock | $28 | 0.02% | 222 | 上昇 ×1 | |||
| BCUS | $27 | 0.02% | 910 | 上昇 ×1 | |||
| TIP | $27 | 0.02% | 262 | 上昇 ×1 | |||
| BK The Bank of New York Mellon Corporation Common Stock | $26 | 0.02% | 340 | 上昇 ×1 | |||
| GLDM | $26 | 0.02% | 511 | 上昇 ×1 | |||
| SPTL | $25 | 0.02% | 981 | 上昇 ×1 | |||
| ZTS Zoetis Inc. Class A Common Stock | $25 | 0.02% | 155 | 上昇 ×1 | |||
| DCOR | $23 | 0.01% | 372 | 上昇 ×1 | |||
| PCAR PACCAR Inc. - Common Stock | $21 | 0.01% | 203 | 上昇 ×1 | |||
| INTC Intel Corporation - Common Stock | $20 | 0.01% | 1,011 | 上昇 ×1 | |||
| VTR Ventas, Inc. Common Stock | $19 | 0.01% | 325 | 上昇 ×1 | |||
| ENB Enbridge Inc Common Stock | $18 | 0.01% | 434 | 上昇 ×1 | |||
| IEF iShares 7-10 Year Treasury Bond ETF | $18 | 0.01% | 200 | 上昇 ×1 | |||
| PRU Prudential Financial, Inc. Common Stock | $18 | 0.01% | 154 | 上昇 ×1 | |||
| FSKXXXX | $17 | 0.01% | 815 | 上昇 ×1 | |||
| 一致なし | |||||||
最大の新規投資
今四半期に新規開設されたポジション、大きい順。
| 証券 | 評価額 | 株式数 | % ポートフォリオの |
|---|---|---|---|
| IWB | $49,208 | 152,745 | 30.15% |
| IJH | $47,624 | 764,313 | 29.18% |
| MUB | $15,255 | 143,173 | 9.35% |
| AGG | $12,971 | 133,863 | 7.95% |
| MSFT | $6,761 | 16,041 | 4.14% |
| SBUX | $3,925 | 43,020 | 2.41% |
| VB | $3,494 | 14,544 | 2.14% |
| AAPL | $2,607 | 10,413 | 1.60% |
| VTI | $2,408 | 8,309 | 1.48% |
| VIG | $1,912 | 9,764 | 1.17% |
| COST | $1,410 | 1,529 | 0.86% |
| IVV | $1,302 | 2,212 | 0.80% |
| TSLA | $1,099 | 2,722 | 0.67% |
| AMZN | $1,096 | 4,953 | 0.67% |
| BRKB | $751 | 1,658 | 0.46% |