Hbc Financial Services, Pllc Purchases and Sells in Q4 2024

Hbc Financial Services, Pllc

$163 Million
Q4 2024

Top Buys

Incresed Positions

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MUB	10.1K + 7.56%	$105.78 - $108.7 $1.06M - $1.09M	143K $15.3M
AGG	9.75K + 7.86%	$96.64 - $101.23 $942K - $987K	134K $13M
AMZN	391 + 8.57%	$180.88 - $232.93 $70.7K - $91.1K	4.95K $1.1M
KHC	2K + 88.38%	$30.1 - $36.02 $60.2K - $72K	4.26K $130K
JPM	1 + 0.08%	$205.18 - $250.29 $205 - $250	1.24K $296K
SCHD	8 + 0.11%	$26.93 - $84.95 $215 - $680	7.03K $195K

New Holdings

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VictoryShares Free Cash Flow ETF	3K New	N/A	3K $102K
Brookfield Renewable Corp Ordinary Shares - Class A (Exchangeable Sub Votin	1.6K New	N/A	1.6K $44K
Dimensional US Core Equity 1 ETF	372 New	N/A	372 $23K
GE Vernova Inc	50 New	N/A	50 $16K
DFAS	162 New	$63.58 - $71.15 $10.3K - $11.5K	162 $10K
DFAX	330 New	$24.76 - $27.04 $8.17K - $8.92K	330 $8K

Top Sells

Reduced Positions

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWB	-5.13K - 3.25%	$311.11 - $335.64 $1.59M - $1.72M	153K $49.2M
OXY	-16K - 88.59%	$45.36 - $55.91 $726K - $895K	2.06K $101K
IJH	-6.51K - 0.84%	$61.68 - $67.87 $401K - $442K	764K $47.6M
VTI	-1.08K - 11.51%	$280.04 - $302.45 $303K - $327K	8.31K $2.41M
IVV	-120 - 5.15%	$570.51 - $610.59 $68.5K - $73.3K	2.21K $1.3M
VIG	-226 - 2.26%	N/A	9.76K $1.91M

Activity Summary All Purchases 48 New Holdings 16 Increased Positions 32 All Sells 13 Reductions 13 Sold out 0 Calls 0 Puts 0

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