Hbc Financial Services, Pllc has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $163 Million distributed in 202 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Russell 1000 ETF with a value of $49.2M, Ishares Core S&P Mid Cap ETF with a value of $47.6M, Ishares National Muni Bond ETF with a value of $15.3M, Ishares Core U.S. Aggregate Bo with a value of $13M, and Microsoft Corp with a value of $6.76M.
Examining the 13F form we can see an decrease of $1.41M in the current position value, from $165M to 163M.
Below you can find more details about Hbc Financial Services, Pllc portfolio as well as his latest detailed transactions.
Portfolio value
$163 Million
ETFs: $138 Million
Technology: $9.89 Million
Consumer Cyclical: $6.62 Million
Financial Services: $2.57 Million
Consumer Defensive: $2.28 Million
Healthcare: $1.23 Million
Industrials: $850,000
Communication Services: $704,000
Other: $732,000
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
