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 101–150 of 202
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DIS | The Walt Disney Co | 157 | $15K–$50K | SH |
| GEV | GE Vernova Inc | 50 | $15K–$50K | SH |
| VZ | Verizon Communications Inc | 400 | $15K–$50K | SH |
| ETR | Entergy Corp | 210 | $15K–$50K | SH |
| O-P | Realty Income Corp | 287 | $15K–$50K | SH |
| Z | Zillow Group Inc Class C | 200 | $1K–$15K | SH |
| STIP | iShares 0-5 Year TIPS Bond ETF | 146 | $1K–$15K | SH |
| CRM | Salesforce Inc | 43 | $1K–$15K | SH |
| JNJ | Johnson & Johnson | 97 | $1K–$15K | SH |
| AMT | American Tower Corp | 75 | $1K–$15K | SH |
| GS | The Goldman Sachs Group Inc | 24 | $1K–$15K | SH |
| V | Visa Inc Class A | 41 | $1K–$15K | SH |
| RIVN | Rivian Automotive Inc Class A | 875 | $1K–$15K | SH |
| SLV | iShares Silver Trust | 440 | $1K–$15K | SH |
| JWN | Nordstrom Inc | 440 | $1K–$15K | SH |
| AXP | American Express Co | 36 | $1K–$15K | SH |
| DFAS | Dimensional US Small Cap ETF | 162 | $1K–$15K | SH |
| ALK | Alaska Air Group Inc | 164 | $1K–$15K | SH |
| D | Dominion Energy Inc | 200 | $1K–$15K | SH |
| VAW | Vanguard Materials ETF | 49 | $1K–$15K | SH |
| EBS | Emergent BioSolutions Inc | 1K | $1K–$15K | SH |
| UNH | UnitedHealth Group Inc | 17 | $1K–$15K | SH |
| DFAX | Dimensional World ex US Core Eq 2 ETF | 330 | $1K–$15K | SH |
| PYPL | PayPal Holdings Inc | 100 | $1K–$15K | SH |
| ZG | Zillow Group Inc Class A | 100 | $1K–$15K | SH |
| MOO | VanEck Agribusiness ETF | 119 | $1K–$15K | SH |
| MAGX | Roundhill Daily 2X Lon Mag Sev ETF | 150 | $1K–$15K | SH |
| NHPBP | National Healthcare Properties Inc Ordinary Shares | 122 | $1K–$15K | SH |
| SDY | SPDR S&P Dividend ETF | 50 | $1K–$15K | SH |
| IBM | International Business Machines Corp | 30 | $1K–$15K | SH |
| LIN | Linde PLC | 14 | $1K–$15K | SH |
| DHR | Danaher Corp | 23 | $1K–$15K | SH |
| QQQ | Invesco QQQ Trust | 10 | $1K–$15K | SH |
| PEP | PepsiCo Inc | 35 | $1K–$15K | SH |
| MMM | 3M Co | 43 | $1K–$15K | SH |
| BX | Blackstone Inc | 30 | $1K–$15K | SH |
| MMC | Marsh & McLennan Companies Inc | 28 | $1K–$15K | SH |
| CCL | Carnival Corp | 200 | $1K–$15K | SH |
| OC | Owens-Corning Inc | 27 | $1K–$15K | SH |
| MTUM | iShares MSCI USA Momentum Factor ETF | 20 | $1K–$15K | SH |
| SOJE | SOUTHERN CO NT S20C 60 4.20000 101520 | 215 | $1K–$15K | SH |
| CRH | CRH PLC | 50 | $1K–$15K | SH |
| UBER | Uber Technologies Inc | 73 | $1K–$15K | SH |
| MDLZ | Mondelez International Inc Class A | 79 | $1K–$15K | SH |
| ADBE | Adobe Inc | 11 | $1K–$15K | SH |
| GLTR | abrdn Physical PrecMtlBsk Shrs ETF | 45 | $1K–$15K | SH |
| FANG | Diamondback Energy Inc | 23 | $1K–$15K | SH |
| PLTR | Palantir Technologies Inc Ordinary Shares - Class A | 50 | $1K–$15K | SH |
| CRWD | CrowdStrike Holdings Inc Class A | 10 | $1K–$15K | SH |
| SCHW | Charles Schwab Corp | 50 | $1K–$15K | SH |