Hbc Financial Services, Pllc Purchases in Q3 2024

Hbc Financial Services, Pllc

  • $165 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
OXY
Occidental Petroleum Corp

Energy
16K
+ 776.7%
$49.91 - $63.73 $799K - $1.02M
18.1K $906K
TSLA
Tesla, Inc.

Consumer Cyclical
1.7K
+ 129.47%
$191.76 - $263.26 $325K - $446K
3.01K $774K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.91K
+ 1.56%
$96.25 - $101.98 $184K - $195K
124K $12.2M
VTI
Vanguard Total Stock Market Et

ETFs
51
+ 0.55%
$255.18 - $283.2 $13K - $14.4K
9.39K $2.69M
AAPL
Apple Inc.

Technology
48
+ 0.46%
$207.23 - $234.82 $9.95K - $11.3K
10.4K $2.4M
COST
Costco Wholesale Corp

Consumer Defensive
14
+ 0.92%
$801.83 - $917.05 $11.2K - $12.8K
1.53K $1.34M
MSFT
Microsoft Corp

Technology
30
+ 0.19%
$395.15 - $467.56 $11.9K - $14K
16K $6.94M
AMZN
Amazon Com Inc

Consumer Cyclical
283
+ 6.61%
$161.02 - $200.0 $45.6K - $56.6K
4.56K $879K
PDI
Pimco Dynamic Income Fund

Financial Services
5K
New
$18.7 - $20.25 $93.5K - $101K
5K $97K
JPM
Jpmorgan Chase & CO

Financial Services
342
+ 38.21%
$194.9 - $224.8 $66.7K - $76.9K
1.24K $277K
SPY
Spdr S&P 500 ETF Trust

ETFs
92
+ 35.38%
$517.38 - $573.86 $47.6K - $52.8K
352 $204K
BEPC
Brookfield Renewable Corp

Utilities
1.45K
+ 120.83%
$26.92 - $32.89 $39K - $47.7K
2.65K $93K
MUB
Ishares National Muni Bond ETF

ETFs
772
+ 0.58%
$106.13 - $108.7 $81.9K - $83.9K
133K $14.2M
EFA
Ishares Tr Msci Eafe ETF

ETFs
437
+ 11.01%
$75.32 - $84.37 $32.9K - $36.9K
4.41K $351K
META
Meta Platforms, Inc.

Communication Services
24
+ 17.78%
$453.41 - $572.44 $10.9K - $13.7K
159 $94K
ABBV
Abb Vie Inc.

Healthcare
17
+ 1.24%
$163.84 - $199.33 $2.79K - $3.39K
1.39K $279K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
2K
+ 36.36%
$13.15 - $14.12 $26.3K - $28.2K
7.5K $102K
VGSH
Vanguard

ETFs
506
New
$57.74 - $59.13 $29.2K - $29.9K
506 $29K
Bancreek U.S. Large Cap ETF
910
New
N/A
910 $28K
GLD
Spdr Gold Trust

ETFs
106
+ 424.0%
$215.56 - $246.98 $22.8K - $26.2K
131 $33K
SPTL
Spdr Portfolio Long Term Treas

ETFs
981
New
$26.69 - $29.87 $26.2K - $29.3K
981 $26K
Brookfield Asset Management LTD Ordinary Shares Class A
200
+ 16.67%
N/A
1.4K $75K
NVDA
Nvidia Corp

Technology
75
+ 15.0%
$98.91 - $134.91 $7.42K - $10.1K
575 $80K
LMT
Lockheed Martin Corp

Industrials
12
+ 1.2%
$460.3 - $584.56 $5.52K - $7.01K
1.01K $552K
FNDE
Schwab Fundamental Emerging Mk

ETFs
12.3K
+ 205.35%
$28.02 - $32.68 $345K - $403K
18.3K $516K
EBS
Emergent Bio Solutions Inc.

Healthcare
2K
New
$5.72 - $14.77 $11.4K - $29.5K
2K $19K
IEF
Ishares Barclays

ETFs
200
New
$92.67 - $99.14 $18.5K - $19.8K
200 $18K
AVGO
Broadcom Inc.

Technology
1
+ 0.16%
$136.27 - $1745.86 $136 - $1.75K
621 $109K
VGT
Vanguard Information Technolog

ETFs
20
+ 33.33%
$514.43 - $606.85 $10.3K - $12.1K
80 $48K
GOOGL
Alphabet Inc.

Communication Services
41
+ 3.66%
$148.65 - $191.18 $6.09K - $7.84K
1.16K $202K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.27K
+ 300.46%
$77.02 - $85.06 $406K - $448K
7.02K $187K
PG
Procter & Gamble CO

Consumer Defensive
89
+ 22.65%
$160.76 - $177.82 $14.3K - $15.8K
482 $80K
TIP
Ishares Tr Tips Bd ETF

ETFs
124
+ 89.86%
$105.92 - $110.83 $13.1K - $13.7K
262 $28K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
146
New
$98.99 - $101.51 $14.5K - $14.8K
146 $14K
ET
Energy Transfer LP

Energy
800
+ 32.0%
$15.43 - $16.44 $12.3K - $13.2K
3.3K $54K
MPLX
Mplx LP

Energy
250
+ 25.0%
$40.44 - $45.07 $10.1K - $11.3K
1.25K $55K
CRM
Salesforce, Inc.

Technology
43
New
$238.42 - $276.53 $10.3K - $11.9K
43 $12K
Fidelity Enhanced Mid Cap ETF
15
+ 0.31%
N/A
4.9K $159K
V
Visa Inc.

Financial Services
41
New
$253.74 - $291.56 $10.4K - $12K
41 $11K
EPD
Enterprise Products Partners L.P.

Energy
400
+ 17.39%
$27.88 - $30.0 $11.2K - $12K
2.7K $79K
VAW
Vanguard Materials ETF

ETFs
49
New
$189.89 - $213.71 $9.3K - $10.5K
49 $10K
ABT
Abbott Laboratories

Healthcare
17
+ 1.97%
$100.07 - $118.13 $1.7K - $2.01K
882 $100K
IWV
Ishares Russell 3000 ETF

ETFs
1
+ 0.25%
$294.75 - $326.73 $295 - $327
402 $133K
SPYI
Shp ETF Tr Neos S&P 500 High I
94
+ 4.95%
N/A
1.99K $102K
AXP
American Express CO

Financial Services
29
+ 414.29%
$225.92 - $271.17 $6.55K - $7.86K
36 $9K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
119
New
$68.44 - $75.62 $8.14K - $9K
119 $8K
GS
Goldman Sachs Group Inc

Financial Services
14
+ 140.0%
$459.02 - $510.25 $6.43K - $7.14K
24 $12K
IBM
International Business Machines Corp

Technology
30
New
$175.1 - $223.38 $5.25K - $6.7K
30 $6K
HTIBP
Healthcare Tr Inc

Real Estate
122
New
$13.82 - $16.25 $1.69K - $1.98K
122 $6K
Activity Summary
Buys All Purchases 94 New Holdings 35 Increased Positions 59 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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