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 51–100 of 202
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JEPQ | JPMorgan Nasdaq Equity Premium Inc ETF | 2K | $50K–$100K | SH |
| JEPI | JPMorgan Equity Premium Income ETF | 2K | $50K–$100K | SH |
| SPHD | Invesco S&P 500 High Div Low Vol ETF | 2K | $50K–$100K | SH |
| META | Meta Platforms Inc Class A | 159 | $50K–$100K | SH |
| VEA | Vanguard FTSE Developed Markets ETF | 2K | $50K–$100K | SH |
| PDI | PIMCO Dynamic Income | 5K | $50K–$100K | SH |
| LOW | Lowe's Companies Inc | 350 | $50K–$100K | SH |
| NVDA | NVIDIA Corp | 640 | $50K–$100K | SH |
| EPD | Enterprise Products Partners LP | 3K | $50K–$100K | SH |
| PG | Procter & Gamble Co | 483 | $50K–$100K | SH |
| BAM | Brookfield Asset Management Ltd Ordinary Shares - Class A | 1K | $50K–$100K | SH |
| BA | Boeing Co | 425 | $50K–$100K | SH |
| BAC | Bank of America Corp | 1K | $50K–$100K | SH |
| WAFD | WaFd Inc | 2K | $50K–$100K | SH |
| ET | Energy Transfer LP | 3K | $50K–$100K | SH |
| SLYV | SPDR S&P 600 Small Cap Value ETF | 720 | $50K–$100K | SH |
| CAT | Caterpillar Inc | 168 | $50K–$100K | SH |
| WM | Waste Management Inc | 300 | $50K–$100K | SH |
| PI | Impinj Inc | 417 | $50K–$100K | SH |
| MPLX | MPLX LP Partnership Units | 1K | $50K–$100K | SH |
| SUSB | iShares ESG 1-5 Year USD Corp Bd ETF | 2K | $50K–$100K | SH |
| EAGG | iShares ESG U.S. Aggregate Bond ETF | 1K | $50K–$100K | SH |
| VGT | Vanguard Information Technology ETF | 80 | $15K–$50K | SH |
| BLK | BlackRock Inc | 45 | $15K–$50K | SH |
| — | Brookfield Renewable Corp Ordinary Shares - Class A (Exchangeable Sub Votin | 2K | $15K–$50K | SH |
| VT | Vanguard Total World Stock ETF | 358 | $15K–$50K | SH |
| TSLX | Simon Property Group Inc | 220 | $15K–$50K | SH |
| FAST | Fastenal Co | 466 | $15K–$50K | SH |
| GRMN | Garmin Ltd | 155 | $15K–$50K | SH |
| GLD | SPDR Gold Shares | 131 | $15K–$50K | SH |
| EXPD | Expeditors International of Washington Inc | 285 | $15K–$50K | SH |
| VGSH | Vanguard Short-Term Treasury ETF | 506 | $15K–$50K | SH |
| UNP | Union Pacific Corp | 123 | $15K–$50K | SH |
| UPS | United Parcel Service Inc Class B | 222 | $15K–$50K | SH |
| CMCSA | Comcast Corp Class A | 752 | $15K–$50K | SH |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd ADR | 140 | $15K–$50K | SH |
| BCUS | BANCREEK U.S. Large Cap ETF | 910 | $15K–$50K | SH |
| TIP | iShares TIPS Bond ETF | 262 | $15K–$50K | SH |
| BK | Bank of New York Mellon Corp | 340 | $15K–$50K | SH |
| GLDM | SPDR Gold MiniShares | 511 | $15K–$50K | SH |
| ZTS | Zoetis Inc Class A | 155 | $15K–$50K | SH |
| SPTL | SPDR Portfolio Long Term Treasury ETF | 981 | $15K–$50K | SH |
| DCOR | Dimensional US Core Equity 1 ETF | 372 | $15K–$50K | SH |
| PCAR | PACCAR Inc | 203 | $15K–$50K | SH |
| INTC | Intel Corp | 1K | $15K–$50K | SH |
| VTR | Ventas Inc | 325 | $15K–$50K | SH |
| ENB | Enbridge Inc | 434 | $15K–$50K | SH |
| PRU | Prudential Financial Inc | 154 | $15K–$50K | SH |
| IEF | iShares 7-10 Year Treasury Bond ETF | 200 | $15K–$50K | SH |
| DIS | The Walt Disney Co | 157 | $15K–$50K | SH |