HBC Financial Services, PLLC
CIK 1802872 · SEC EDGAR'da Görüntüle ↗
- Portföy Değeri
- $163K
- Pozisyonlar
- 199
- Tarih itibarıyla
- 31 Aralık 2024 Q4 2024 itibarıyla veriler
13F değerine göre 9.443 içinde 9.367. · en iyi 99.2%
- En iyi 10 pozisyon ağırlığı
- 89,56%
- En iyi 25 pozisyon ağırlığı
- 95,77%
- %1'in üzerindeki pozisyonlar
- 10
- Etkin pozisyon sayısı
- 5,1
Yalnızca 13F uzun-öz sermaye varlıklarına dayanmaktadır (nakit, tahvil, kısa pozisyonlar açıklanmamıştır)
- Yeni pozisyonlar
- 199
- Artırıldı
- 0
- Azaldı
- 0
- Kapalı
- 0
Bu sayfada
Sektör dağılımı
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%
Diğer/Eşleştirilemeyen
85,8%
Tam portföy 199 pozisyonlar
| Tür | Seri | 8 Çeyrek Trendi | |||||
|---|---|---|---|---|---|---|---|
| IWB | $49.208 | 30,15% | 152.745 | Yukarı ×1 | |||
| IJH | $47.624 | 29,18% | 764.313 | Yukarı ×1 | |||
| MUB | $15.255 | 9,35% | 143.173 | Yukarı ×1 | |||
| AGG | $12.971 | 7,95% | 133.863 | Yukarı ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $6.761 | 4,14% | 16.041 | Yukarı ×1 | |||
| SBUX Starbucks Corporation - Common Stock | $3.925 | 2,41% | 43.020 | Yukarı ×1 | |||
| VB | $3.494 | 2,14% | 14.544 | Yukarı ×1 | |||
| AAPL Apple Inc. - Common Stock | $2.607 | 1,60% | 10.413 | Yukarı ×1 | |||
| VTI | $2.408 | 1,48% | 8.309 | Yukarı ×1 | |||
| VIG | $1.912 | 1,17% | 9.764 | Yukarı ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $1.410 | 0,86% | 1.529 | Yukarı ×1 | |||
| IVV | $1.302 | 0,80% | 2.212 | Yukarı ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $1.099 | 0,67% | 2.722 | Yukarı ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $1.096 | 0,67% | 4.953 | Yukarı ×1 | |||
| BRKB | $751 | 0,46% | 1.658 | Yukarı ×1 | |||
| BRKA | $680 | 0,42% | 1 | Yukarı ×1 | |||
| TMO Thermo Fisher Scientific Inc Common Stock | $528 | 0,32% | 1.015 | Yukarı ×1 | |||
| FNDE | $504 | 0,31% | 18.455 | Yukarı ×1 | |||
| WMT Walmart Inc. - Common Stock | $498 | 0,31% | 5.500 | Yukarı ×1 | |||
| LMT Lockheed Martin Corporation Common Stock | $491 | 0,30% | 1.012 | Yukarı ×1 | |||
| IWR | $465 | 0,28% | 5.266 | Yukarı ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $389 | 0,24% | 1.000 | Yukarı ×1 | |||
| EFA | $338 | 0,21% | 4.472 | Yukarı ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $296 | 0,18% | 1.238 | Yukarı ×1 | |||
| CB Chubb Limited Common Stock | $276 | 0,17% | 1.000 | Yukarı ×1 | |||
| ABBV AbbVie Inc. Common Stock | $246 | 0,15% | 1.389 | Yukarı ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $228 | 0,14% | 2.161 | Yukarı ×1 | |||
| VNQ | $225 | 0,14% | 2.527 | Yukarı ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $222 | 0,14% | 1.161 | Yukarı ×1 | |||
| IWP | $215 | 0,13% | 1.700 | Yukarı ×1 | |||
| IWS | $209 | 0,13% | 1.620 | Yukarı ×1 | |||
| SPY SPY | $206 | 0,13% | 352 | Yukarı ×1 | |||
| T AT&T Inc. | $200 | 0,12% | 8.824 | Yukarı ×1 | |||
| SCHD | $195 | 0,12% | 7.032 | Yukarı ×1 | |||
| AMGN Amgen Inc. - Common Stock | $167 | 0,10% | 646 | Yukarı ×1 | |||
| SLYG | $166 | 0,10% | 1.840 | Yukarı ×1 | |||
| FMDE | $161 | 0,10% | 4.914 | Yukarı ×1 | |||
| BUI BlackRock Utility, Infrastructure & Power Opportunities Trust | $159 | 0,10% | 6.800 | Yukarı ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $144 | 0,09% | 621 | Yukarı ×1 | |||
| KO Coca-Cola Company (The) Common Stock | $141 | 0,09% | 2.286 | Yukarı ×1 | |||
| IWV | $136 | 0,08% | 409 | Yukarı ×1 | |||
| KHC The Kraft Heinz Company - Common Stock | $130 | 0,08% | 4.263 | Yukarı ×1 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $121 | 0,07% | 1.225 | Yukarı ×1 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $112 | 0,07% | 1.901 | Yukarı ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $104 | 0,06% | 550 | Yukarı ×1 | |||
| SPYI | $102 | 0,06% | 2.014 | Yukarı ×1 | |||
| VFLO VictoryShares Free Cash Flow ETF | $102 | 0,06% | 3.000 | Yukarı ×1 | |||
| OXY Occidental Petroleum Corporation Common Stock | $101 | 0,06% | 2.060 | Yukarı ×1 | |||
| PDO PIMCO Dynamic Income Opportunities Fund Common Shares of Beneficial Interest | $101 | 0,06% | 7.500 | Yukarı ×1 | |||
| ABT Abbott Laboratories Common Stock | $99 | 0,06% | 882 | Yukarı ×1 | |||
| JEPI | $98 | 0,06% | 1.713 | Yukarı ×1 | |||
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $98 | 0,06% | 1.750 | Yukarı ×1 | |||
| SPHD | $96 | 0,06% | 2.000 | Yukarı ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $93 | 0,06% | 159 | Yukarı ×1 | |||
| VEA | $92 | 0,06% | 1.938 | Yukarı ×1 | |||
| PDI PIMCO Dynamic Income Fund Common Stock | $91 | 0,06% | 5.000 | Yukarı ×1 | |||
| LOW Lowe's Companies, Inc. Common Stock | $86 | 0,05% | 350 | Yukarı ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $85 | 0,05% | 640 | Yukarı ×1 | |||
| EPD Enterprise Products Partners L.P. Common Stock | $84 | 0,05% | 2.700 | Yukarı ×1 | |||
| PG Procter & Gamble Company (The) Common Stock | $81 | 0,05% | 483 | Yukarı ×1 | |||
| BA Boeing Company (The) Common Stock | $75 | 0,05% | 425 | Yukarı ×1 | |||
| BAM Brookfield Asset Management Inc Class A Limited Voting Shares | $75 | 0,05% | 1.400 | Yukarı ×1 | |||
| BAC Bank of America Corporation Common Stock | $65 | 0,04% | 1.498 | Yukarı ×1 | |||
| ET Energy Transfer LP Common Units | $64 | 0,04% | 3.300 | Yukarı ×1 | |||
| WAFD WaFd, Inc. - Common Stock | $64 | 0,04% | 2.000 | Yukarı ×1 | |||
| SLYV | $62 | 0,04% | 720 | Yukarı ×1 | |||
| CAT Caterpillar, Inc. Common Stock | $61 | 0,04% | 168 | Yukarı ×1 | |||
| PI Impinj, Inc. - Common Stock | $60 | 0,04% | 417 | Yukarı ×1 | |||
| WM Waste Management, Inc. Common Stock | $60 | 0,04% | 300 | Yukarı ×1 | |||
| MPLX MPLX LP Common Units Representing Limited Partner Interests | $59 | 0,04% | 1.250 | Yukarı ×1 | |||
| SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $58 | 0,04% | 2.379 | Yukarı ×1 | |||
| EAGG | $51 | 0,03% | 1.115 | Yukarı ×1 | |||
| VGT | $49 | 0,03% | 80 | Yukarı ×1 | |||
| BLKXXXX | $46 | 0,03% | 45 | Yukarı ×1 | |||
| BEPC Brookfield Renewable Corporation Brookfield Renewable Corporation Class A Subordinate Voting Shares | $44 | 0,03% | 1.600 | Yukarı ×1 | |||
| VT | $42 | 0,03% | 358 | Yukarı ×1 | |||
| TSLX Sixth Street Specialty Lending, Inc. Common Stock | $37 | 0,02% | 220 | Yukarı ×1 | |||
| FAST Fastenal Company - Common Stock | $33 | 0,02% | 466 | Yukarı ×1 | |||
| GRMN Garmin Ltd. Common Stock (Switzerland) | $32 | 0,02% | 155 | Yukarı ×1 | |||
| EXPD Expeditors International of Washington, Inc. Common Stock | $31 | 0,02% | 285 | Yukarı ×1 | |||
| GLD | $31 | 0,02% | 131 | Yukarı ×1 | |||
| VGSH Vanguard Short-Term Treasury ETF | $29 | 0,02% | 506 | Yukarı ×1 | |||
| CMCSA Comcast Corporation - Class A Common Stock | $28 | 0,02% | 752 | Yukarı ×1 | |||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $28 | 0,02% | 140 | Yukarı ×1 | |||
| UNP Union Pacific Corporation Common Stock | $28 | 0,02% | 123 | Yukarı ×1 | |||
| UPS United Parcel Service, Inc. Common Stock | $28 | 0,02% | 222 | Yukarı ×1 | |||
| BCUS | $27 | 0,02% | 910 | Yukarı ×1 | |||
| TIP | $27 | 0,02% | 262 | Yukarı ×1 | |||
| BK The Bank of New York Mellon Corporation Common Stock | $26 | 0,02% | 340 | Yukarı ×1 | |||
| GLDM | $26 | 0,02% | 511 | Yukarı ×1 | |||
| SPTL | $25 | 0,02% | 981 | Yukarı ×1 | |||
| ZTS Zoetis Inc. Class A Common Stock | $25 | 0,02% | 155 | Yukarı ×1 | |||
| DCOR | $23 | 0,01% | 372 | Yukarı ×1 | |||
| PCAR PACCAR Inc. - Common Stock | $21 | 0,01% | 203 | Yukarı ×1 | |||
| INTC Intel Corporation - Common Stock | $20 | 0,01% | 1.011 | Yukarı ×1 | |||
| VTR Ventas, Inc. Common Stock | $19 | 0,01% | 325 | Yukarı ×1 | |||
| ENB Enbridge Inc Common Stock | $18 | 0,01% | 434 | Yukarı ×1 | |||
| IEF iShares 7-10 Year Treasury Bond ETF | $18 | 0,01% | 200 | Yukarı ×1 | |||
| PRU Prudential Financial, Inc. Common Stock | $18 | 0,01% | 154 | Yukarı ×1 | |||
| FSKXXXX | $17 | 0,01% | 815 | Yukarı ×1 | |||
| Eşleşme bulunamadı | |||||||
En büyük yeni yatırımlar
Bu çeyrekte açılan yeni pozisyonlar, en büyüğünden başlayarak.
| Menkul Kıymet | Değer | Hisse senetleri | % portföyün |
|---|---|---|---|
| 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% |