Hbc Financial Services, Pllc Top Holdings and 13F Report (2025) About Hbc Financial Services, PllcInvestment ActivityHbc Financial Services, Pllc has $163.20 thousand in total holdings as of December 31, 2024.Hbc Financial Services, Pllc owns shares of 202 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 1.49% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Hbc Financial Services, Pllc has purchased 193 new stocks and bought additional shares in 32 stocks.Hbc Financial Services, Pllc sold shares of 12 stocks and completely divested from 28 stocks this quarter.Largest Holdings iShares Russell 1000 ETF $49,208iShares Core S&P Mid-Cap ETF $47,624iShares National Muni Bond ETF $15,255iShares Core U.S. Aggregate Bond ETF $12,971Microsoft $6,761 Largest New Holdings this Quarter VictoryShares Free Cash Flow ETF $102 HoldingBrookfield Renewable Corp Ordinary Shares - Class A (Exchangeable Sub Votin $44 HoldingDimensional US Core Equity 1 ETF $23 HoldingGE Vernova Inc $16 HoldingDimensional U.S. Small Cap ETF $10 Holding Largest Purchases this Quarter iShares National Muni Bond ETF 10,062 shares (about $1.07K)iShares Core U.S. Aggregate Bond ETF 9,751 shares (about $944.85)VictoryShares Free Cash Flow ETF 3,000 shares (about $102.00)Amazon.com 391 shares (about $86.52)Kraft Heinz 2,000 shares (about $60.99) Largest Sales this Quarter iShares Russell 1000 ETF 5,126 shares (about $1.65K)Occidental Petroleum 16,000 shares (about $784.47)iShares Core S&P Mid-Cap ETF 6,508 shares (about $405.51)Vanguard Total Stock Market ETF 1,081 shares (about $313.28)Tesla 284 shares (about $114.66) Sector Allocation Over TimeMap of 500 Largest Holdings ofHbc Financial Services, Pllc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIWBiShares Russell 1000 ETF$49,208$1,651 ▼-3.2%152,74530.2%ETFIJHiShares Core S&P Mid-Cap ETF$47,624$406 ▼-0.8%764,31329.2%ETFMUBiShares National Muni Bond ETF$15,255$1,072 ▲7.6%143,1739.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$12,971$945 ▲7.9%133,8637.9%FinanceMSFTMicrosoft$6,761$3 ▲0.0%16,0414.1%Computer and TechnologySBUXStarbucks$3,925$0 ▲0.0%43,0202.4%Retail/WholesaleVBVanguard Small-Cap ETF$3,494$31 ▼-0.9%14,5442.1%ETFAAPLApple$2,6070.0%10,4131.6%Computer and TechnologyVTIVanguard Total Stock Market ETF$2,408$313 ▼-11.5%8,3091.5%ETFVIGVanguard Dividend Appreciation ETF$1,912$44 ▼-2.3%9,7641.2%ETFCOSTCostco Wholesale$1,4100.0%1,5290.9%Retail/WholesaleIVViShares Core S&P 500 ETF$1,302$71 ▼-5.1%2,2120.8%ETFTSLATesla$1,099$115 ▼-9.4%2,7220.7%Auto/Tires/TrucksAMZNAmazon.com$1,096$87 ▲8.6%4,9530.7%Retail/WholesaleBRK.BBerkshire Hathaway$7510.0%1,6580.5%FinanceBRK.ABerkshire Hathaway$6800.0%10.4%FinanceTMOThermo Fisher Scientific$5280.0%1,0150.3%MedicalFNDESchwab Fundamental Emerging Markets Large Company Index ETF$504$3 ▲0.7%18,4550.3%ETFWMTWalmart$4980.0%5,5000.3%Retail/WholesaleLMTLockheed Martin$4910.0%1,0120.3%AerospaceIWRiShares Russell Mid-Cap ETF$4650.0%5,2660.3%ETFHDHome Depot$3890.0%1,0000.2%Retail/WholesaleEFAiShares MSCI EAFE ETF$338$5 ▲1.5%4,4720.2%FinanceJPMJPMorgan Chase & Co.$296$0 ▲0.1%1,2380.2%FinanceCBChubb$2760.0%1,0000.2%FinanceABBVAbbVie$246$0 ▲0.1%1,3890.2%MedicalXOMExxon Mobil$228$0 ▲0.0%2,1610.1%Oils/EnergyVNQVanguard Real Estate ETF$225$0 ▲0.1%2,5270.1%ETFGOOGLAlphabet$2220.0%1,1610.1%Computer and TechnologyIWPiShares Russell Mid-Cap Growth ETF$2150.0%1,7000.1%ETFIWSiShares Russell Mid-Cap Value ETF$2090.0%1,6200.1%ETFSPYSPDR S&P 500 ETF Trust$2060.0%3520.1%FinanceTAT&T$2000.0%8,8240.1%Computer and TechnologySCHDSchwab US Dividend Equity ETF$195$0 ▲0.1%7,0320.1%ETFAMGNAmgen$1670.0%6460.1%MedicalSLYGSPDR S&P 600 Small Cap Growth ETF$1660.0%1,8400.1%ETFFidelity Enhanced Mid Cap ETF$161$0 ▲0.3%4,9140.1%Exchange-Traded FundBUIBlackRock Utilities, Infrastructure & Power Opportunities Trust$1590.0%6,8000.1%Financial ServicesAVGOBroadcom$1440.0%6210.1%Computer and TechnologyKOCoca-Cola$141$0 ▲0.1%2,2860.1%Consumer StaplesIWViShares Russell 3000 ETF$136$2 ▲1.7%4090.1%ETFKHCKraft Heinz$130$61 ▲88.4%4,2630.1%Consumer StaplesMRKMerck & Co., Inc.$1210.0%1,2250.1%MedicalCSCOCisco Systems$1120.0%1,9010.1%Computer and TechnologyGOOGAlphabet$1040.0%5500.1%Computer and TechnologySPYINEOS S&P 500 High Income ETF$102$1 ▲1.0%2,0140.1%ETFVFLOVictoryShares Free Cash Flow ETF$102$102 ▲New Holding3,0000.1%ETFOXYOccidental Petroleum$101$784 ▼-88.6%2,0600.1%Oils/EnergyPDOPimco Dynamic Income Opportunities Fund$1010.0%7,5000.1%Basic MaterialsABTAbbott Laboratories$990.0%8820.1%MedicalJEPIJPMorgan Equity Premium Income ETF$98$1 ▲1.2%1,7130.1%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$98$2 ▲1.8%1,7500.1%ETFSPHDInvesco S&P 500 High Dividend Low Volatility ETF$960.0%2,0000.1%ETFMETAMeta Platforms$930.0%1590.1%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$92$2 ▲1.9%1,9380.1%ETFPDIPIMCO Dynamic Income Fund$910.0%5,0000.1%Financial ServicesLOWLowe's Companies$860.0%3500.1%Retail/WholesaleNVDANVIDIA$85$9 ▲11.3%6400.1%Computer and TechnologyEPDEnterprise Products Partners$840.0%2,7000.1%Oils/EnergyPGProcter & Gamble$81$0 ▲0.2%4830.0%Consumer StaplesBABoeing$75$2 ▼-2.3%4250.0%AerospaceBAMBrookfield Asset Management$750.0%1,4000.0%FinanceBACBank of America$650.0%1,4980.0%FinanceETEnergy Transfer$640.0%3,3000.0%Oils/EnergyWAFDWaFd$640.0%2,0000.0%FinanceSLYVSPDR S&P 600 Small CapValue ETF$620.0%7200.0%ETFCATCaterpillar$610.0%1680.0%Industrial ProductsPIImpinj$600.0%4170.0%Computer and TechnologyWMWaste Management$600.0%3000.0%Business ServicesMPLXMplx$590.0%1,2500.0%Oils/EnergySUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$580.0%2,3790.0%ManufacturingEAGGiShares ESG Aware U.S. Aggregate Bond ETF$510.0%1,1150.0%ETFVGTVanguard Information Technology ETF$490.0%800.0%ETFBLKBlackRock$46$1 ▲2.3%450.0%FinanceBrookfield Renewable Corp Ordinary Shares - Class A (Exchangeable Sub Votin$44$44 ▲New Holding1,6000.0%StockVTVanguard Total World Stock ETF$420.0%3580.0%ETFTSLXSixth Street Specialty Lending$370.0%2200.0%FinanceFASTFastenal$33$0 ▲0.6%4660.0%Retail/WholesaleGRMNGarmin$320.0%1550.0%Computer and TechnologyEXPDExpeditors International of Washington$31$0 ▲0.4%2850.0%TransportationGLDSPDR Gold Shares$310.0%1310.0%FinanceVGSHVanguard Short-Term Treasury Index ETF$290.0%5060.0%ETFUNPUnion Pacific$280.0%1230.0%TransportationUPSUnited Parcel Service$28$0 ▲0.5%2220.0%TransportationTSMTaiwan Semiconductor Manufacturing$280.0%1400.0%Computer and TechnologyCMCSAComcast$280.0%7520.0%Consumer DiscretionaryBANCREEK U.S. Large Cap ETF$270.0%9100.0%Exchange-Traded FundTIPiShares TIPS Bond ETF$270.0%2620.0%ETFBKBank of New York Mellon$26$0 ▲0.6%3400.0%FinanceGLDMSPDR Gold MiniShares Trust$260.0%5110.0%FinanceSPTLSPDR Portfolio Long Term Treasury ETF$250.0%9810.0%ETFZTSZoetis$250.0%1550.0%MedicalDimensional US Core Equity 1 ETF$23$23 ▲New Holding3720.0%Exchange-Traded FundPCARPACCAR$210.0%2030.0%Auto/Tires/TrucksINTCIntel$200.0%1,0110.0%Computer and TechnologyVTRVentas$190.0%3250.0%FinanceIEFiShares 7-10 Year Treasury Bond ETF$180.0%2000.0%ETFPRUPrudential Financial$18$0 ▲1.3%1540.0%FinanceENBEnbridge$18$0 ▲1.2%4340.0%Oils/EnergyFS KKR Capital Corp$170.0%8150.0%StockShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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