CIK 1802872
HBC Financial Services, PLLC
Institutional 13F holdings & portfolio
Holdings
202
Portfolio Value
$1M+
Latest Report
Dec 31, 2024
Report Periods
3
Holdings
13F filings as of Dec 31, 2024 · Showing 1–50 of 202
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IWB | iShares Russell 1000 ETF | 153K | $1M+ | SH |
| IJH | iShares Core S&P Mid-Cap ETF | 764K | $1M+ | SH |
| MUB | iShares National Muni Bond ETF | 143K | $1M+ | SH |
| AGG | iShares Core US Aggregate Bond ETF | 134K | $1M+ | SH |
| MSFT | Microsoft Corp | 16K | $1M+ | SH |
| SBUX | Starbucks Corp | 43K | $1M+ | SH |
| VB | Vanguard Small-Cap ETF | 15K | $1M+ | SH |
| AAPL | Apple Inc | 10K | $1M+ | SH |
| VTI | Vanguard Total Stock Market ETF | 8K | $1M+ | SH |
| VIG | Vanguard Dividend Appreciation ETF | 10K | $1M+ | SH |
| COST | Costco Wholesale Corp | 2K | $1M+ | SH |
| IVV | iShares Core S&P 500 ETF | 2K | $1M+ | SH |
| TSLA | Tesla Inc | 3K | $1M+ | SH |
| AMZN | Amazon.com Inc | 5K | $1M+ | SH |
| BRK.B | Berkshire Hathaway Inc Class B | 2K | $500K+ | SH |
| BRK.A | Berkshire Hathaway Inc Class A | 1 | $500K+ | SH |
| TMO | Thermo Fisher Scientific Inc | 1K | $500K+ | SH |
| FNDE | Schwab US Dividend Equity ETF | 18K | $500K+ | SH |
| WMT | Walmart Inc | 6K | $100K–$500K | SH |
| LMT | Lockheed Martin Corp | 1K | $100K–$500K | SH |
| IWR | iShares Russell Mid-Cap ETF | 5K | $100K–$500K | SH |
| HD | The Home Depot Inc | 1K | $100K–$500K | SH |
| EFA | iShares MSCI EAFE ETF | 4K | $100K–$500K | SH |
| JPM | JPMorgan Chase & Co | 1K | $100K–$500K | SH |
| CB | Chubb Ltd | 1K | $100K–$500K | SH |
| ABBV | AbbVie Inc | 1K | $100K–$500K | SH |
| XOM | Exxon Mobil Corp | 2K | $100K–$500K | SH |
| VNQ | Vanguard Real Estate ETF | 3K | $100K–$500K | SH |
| GOOGL | Alphabet Inc Class A | 1K | $100K–$500K | SH |
| IWP | iShares Russell Mid-Cap Growth ETF | 2K | $100K–$500K | SH |
| IWS | iShares Russell Mid-Cap Value ETF | 2K | $100K–$500K | SH |
| SPY | SPDR S&P 500 ETF Trust | 352 | $100K–$500K | SH |
| T | AT&T Inc | 9K | $100K–$500K | SH |
| SCHD | Schwab US Large-Cap Growth ETF | 7K | $100K–$500K | SH |
| AMGN | Amgen Inc | 646 | $100K–$500K | SH |
| SLYG | SPDR S&P 600 Small Cap Growth ETF | 2K | $100K–$500K | SH |
| FMDE | Fidelity Enhanced Mid Cap ETF | 5K | $100K–$500K | SH |
| BUI | BlackRock Util, Infra & Power Opp | 7K | $100K–$500K | SH |
| AVGO | Broadcom Inc | 621 | $100K–$500K | SH |
| KO | Coca-Cola Co | 2K | $100K–$500K | SH |
| IWV | iShares Russell 3000 ETF | 409 | $100K–$500K | SH |
| KHC | The Kraft Heinz Co | 4K | $100K–$500K | SH |
| MRK | Merck & Co Inc | 1K | $100K–$500K | SH |
| CSCO | Cisco Systems Inc | 2K | $100K–$500K | SH |
| GOOG | Alphabet Inc Class C | 550 | $100K–$500K | SH |
| VFLO | VictoryShares Free Cash Flow ETF | 3K | $100K–$500K | SH |
| SPYI | NEOS S&P 500(R) High Income ETF | 2K | $100K–$500K | SH |
| OXY | Occidental Petroleum Corp | 2K | $100K–$500K | SH |
| PDO | PIMCO Dynamic Income Opportunities Fund | 8K | $100K–$500K | SH |
| ABT | Abbott Laboratories | 882 | $50K–$100K | SH |