HBC Financial Services, PLLC holdings history

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406 is the total number of securities HBC Financial Services, PLLC has owned. The longest HBC Financial Services, PLLC has owned a single stock is 16 quarters.

HBC Financial Services, PLLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
IWB iShares Russell 1000 ETF161627.49%28.90%30.45%Q4 2019Q3 202316
IJH iShares Core S&P Mid-C...161623.05%28.01%29.84%Q4 2019Q3 202316
MSFT Microsoft Corp16162.67%4.62%6.09%Q4 2019Q3 202316
SBUX Starbucks Corp16160.01%2.88%4.27%Q4 2019Q3 202316
VB Vanguard Tax-Exempt Bo...16160.00%2.23%2.69%Q4 2019Q3 202316
VTI Vanguard Total World S...16160.02%1.37%1.62%Q4 2019Q3 202316
VIG Vanguard Dividend Appr...16160.00%1.07%1.60%Q4 2019Q3 202316
AMZN Amazon.com Inc16160.28%0.98%1.63%Q4 2019Q3 202316
IVV iShares Core S&P 500 ETF16160.87%0.95%1.10%Q4 2019Q3 202316
COST Costco Wholesale Corp16160.01%0.50%0.76%Q4 2019Q3 202316
T AT&T Inc16160.04%0.48%0.92%Q4 2019Q3 202316
BRKB Berkshire Hathaway Inc...16160.32%0.37%0.46%Q4 2019Q3 202316
BA Boeing Co16160.10%0.36%0.96%Q4 2019Q3 202316
BRKA Berkshire Hathaway Inc...16160.26%0.32%0.40%Q4 2019Q3 202316
TSLA The Home Depot Inc16160.02%0.31%0.53%Q4 2019Q3 202316
IWR iShares Russell Mid-Ca...16160.10%0.23%0.29%Q4 2019Q3 202316
EFA iShares MSCI EAFE ETF16160.18%0.20%0.24%Q4 2019Q3 202316
HD The Walt Disney Co16160.01%0.17%0.26%Q4 2019Q3 202316
WMT Waste Management Inc16160.02%0.16%0.31%Q4 2019Q3 202316
MRK Merck & Co Inc16160.09%0.15%0.22%Q4 2019Q3 202316
SCHD Schwab US Dividend Equ...16160.09%0.15%0.44%Q4 2019Q3 202316
GOOGL Alphabet Inc Class A16160.09%0.14%0.18%Q4 2019Q3 202316
IWS iShares Russell Mid-Ca...16160.11%0.13%0.14%Q4 2019Q3 202316
IWP iShares Russell Mid-Ca...16160.11%0.12%0.14%Q4 2019Q3 202316
VNQ Vanguard S&P 500 ETF16160.02%0.12%0.18%Q4 2019Q3 202316
XOM Exxon Mobil Corp16160.06%0.12%0.20%Q4 2019Q3 202316
CSCO Cisco Systems Inc16160.06%0.11%0.15%Q4 2019Q3 202316
SLYG SPDR S&P 600 Small Cap...16160.09%0.10%0.12%Q4 2019Q3 202316
BAC Bank of New York Mello...16160.01%0.10%0.18%Q4 2019Q3 202316
AMGN Amgen Inc16160.05%0.10%0.14%Q4 2019Q3 202316
SPY SPDR S&P 500 ETF Trust16160.08%0.09%0.11%Q4 2019Q3 202316
JNJ Johnson & Johnson16160.03%0.08%0.18%Q4 2019Q3 202316
TIP iShares TIPS Bond ETF16160.06%0.08%0.09%Q4 2019Q3 202316
GOOG Alphabet Inc Class C16160.04%0.08%0.10%Q4 2019Q3 202316
VOD Warner Bros.Discovery ...16160.00%0.07%0.24%Q4 2019Q3 202316
SPHD Invesco S&P 500 High ...16160.06%0.07%0.09%Q4 2019Q3 202316
ABT Abbott Laboratories16160.04%0.07%0.09%Q4 2019Q3 202316
ABBV AbbVie Inc16160.04%0.07%0.09%Q4 2019Q3 202316
IWV iShares Russell 3000 ETF16160.06%0.07%0.07%Q4 2019Q3 202316
VEA Vanguard FTSE Develope...16160.06%0.06%0.07%Q4 2019Q3 202316
PG Procter & Gamble Co16160.04%0.06%0.11%Q4 2019Q3 202316
JPM JPMorgan Chase & Co16160.01%0.05%0.11%Q4 2019Q3 202316
UPS United Parcel Service ...16160.02%0.05%0.09%Q4 2019Q3 202316
FAST Fastenal Co16160.01%0.04%0.38%Q4 2019Q3 202316
SLYV SPDR S&P 600 Small Cap...16160.03%0.04%0.04%Q4 2019Q3 202316
KO Coca-Cola Co16160.01%0.04%0.06%Q4 2019Q3 202316
SPHQ Invesco S&P 500 Quali...16160.03%0.04%0.06%Q4 2019Q3 202316
VT Ventas Inc16160.01%0.03%0.04%Q4 2019Q3 202316
AY Bank of America Corp16160.01%0.03%0.13%Q4 2019Q3 202316
PI Impinj Inc16160.01%0.02%0.08%Q4 2019Q3 202316
CMCSA Comcast Corp Class A16160.01%0.02%0.06%Q4 2019Q3 202316
EXPD Expeditors Internation...16160.02%0.02%0.02%Q4 2019Q3 202316
ZTS Zoetis Inc Class A16160.02%0.02%0.02%Q4 2019Q3 202316
PFE Pfizer Inc16160.01%0.02%0.06%Q4 2019Q3 202316
BLK BlackRock Inc16160.01%0.02%0.02%Q4 2019Q3 202316
KBWY Invesco QQQ Trust16160.00%0.01%0.02%Q4 2019Q3 202316
Z Zillow Group Inc Class C16160.00%0.01%0.02%Q4 2019Q3 202316
D Dominion Energy Inc16160.00%0.01%0.04%Q4 2019Q3 202316
UL Unilever PLC ADR16160.01%0.01%0.01%Q4 2019Q3 202316
MVEN TJX Companies Inc16160.00%0.01%0.02%Q4 2019Q3 202316
JWN Nordstrom Inc16160.00%0.01%0.01%Q4 2019Q3 202316
ZG Zillow Group Inc Class A16160.00%0.00%0.01%Q4 2019Q3 202316
VWO Vanguard FTSE Emerging...16160.00%0.00%0.00%Q4 2019Q3 202316
EPP iShares MSCI Pacific e...16160.00%0.00%0.00%Q4 2019Q3 202316
MMNFF MedMen Enterprises Inc16160.00%0.00%0.00%Q4 2019Q3 202316
FS Investment Corp II16160.00%0.00%0.01%Q4 2019Q3 202316
MUB iShares National Muni ...1238.50%10.13%12.54%Q4 2019Q3 202315
AGG iShares Core US Aggreg...1237.16%8.26%11.53%Q4 2019Q3 202315
STWD Starwood Property Trus...1320.00%0.80%4.24%Q4 2019Q3 202315
INTC Intel Corp1230.01%0.11%0.30%Q4 2019Q3 202315
VZ Vulcan Materials Co960.00%0.03%0.07%Q4 2019Q3 202315
ENB Enbridge Inc1320.01%0.03%0.05%Q4 2019Q3 202315
CAT CenterPoint Energy Inc1230.01%0.03%0.05%Q4 2019Q3 202315
UNP Union Pacific Corp1230.02%0.02%0.04%Q4 2019Q3 202315
ABR ARK Autonomous Tech Ro...1320.01%0.02%0.04%Q4 2019Q3 202315
DIS The Walt Disney Co1230.00%0.02%0.04%Q4 2019Q3 202315
FB Meta Platforms Inc Cla...870.00%0.01%0.05%Q4 2019Q3 202315
BK Bank of New York Mello...1320.01%0.01%0.01%Q4 2019Q3 202315
SLV iShares Silver Trust15150.01%0.01%0.01%Q1 2020Q3 202315
SNOA Sonoma Pharmaceuticals...1230.00%0.01%0.03%Q4 2019Q3 202315
CCL Caterpillar Inc1140.00%0.01%0.02%Q4 2019Q3 202315
MO Altria Group Inc1140.00%0.00%0.01%Q4 2019Q3 202315
USB U.S. Bancorp14140.01%0.06%0.21%Q4 2019Q1 202314
CVX Chevron Corp1130.01%0.04%0.11%Q4 2019Q3 202314
AVGO Broadcom Inc14140.01%0.03%0.04%Q2 2020Q3 202314
HASI Hannon Armstrong Sust ...14140.01%0.02%0.06%Q4 2019Q1 202314
SQ Square Inc Class A14140.01%0.02%0.07%Q2 2020Q3 202314
KHC The Kraft Heinz Co14140.00%0.00%0.00%Q2 2020Q3 202314
RCKY Rocky Brands Inc14140.00%0.00%0.00%Q2 2020Q3 202314
CARR Carrier Global Corp Or...14140.00%0.00%0.00%Q2 2020Q3 202314
OTIS Owens-Corning Inc14140.00%0.00%0.00%Q2 2020Q3 202314
AAPL Applied Materials Inc13130.00%0.78%1.36%Q4 2019Q4 202213
ARKQ AT&T Inc13130.02%0.11%1.04%Q1 2020Q1 202313
LOW Marvell Technology Gro...940.00%0.06%0.08%Q4 2019Q3 202313
BAX Baxter International Inc13130.01%0.04%0.07%Q4 2019Q4 202213
BUI BlackRock Util, Infra ...1120.01%0.03%0.06%Q4 2019Q3 202313
NVDA ONEOK Inc1210.00%0.02%0.04%Q4 2019Q3 202313
IIPR Innovative Industrial ...13130.00%0.01%0.03%Q3 2020Q3 202313
ROKU Roku Inc Class A13130.00%0.01%0.03%Q3 2020Q3 202313
DD DuPont de Nemours Inc13130.00%0.00%0.01%Q3 2020Q3 202313
GPRO GoPro Inc Class A13130.00%0.00%0.00%Q3 2020Q3 202313
AINV Apple Inc12120.00%0.96%1.60%Q4 2020Q3 202312
LMT Lowe's Companies Inc1110.00%0.11%0.31%Q4 2019Q3 202312
VGT Vanguard Real Estate ETF12120.02%0.05%0.16%Q4 2019Q3 202212
WM Wells Fargo & Co840.03%0.04%0.05%Q4 2019Q3 202312
MA McCormick & Co Inc Non...750.01%0.03%0.05%Q4 2019Q1 202312
NEP Nike Inc Class B930.01%0.02%0.05%Q3 2020Q3 202312
F Ford Motor Co12120.00%0.01%0.03%Q4 2020Q3 202312
TROW T. Rowe Price Group Inc12120.01%0.01%0.01%Q4 2019Q3 202212
SE ServiceNow Inc12120.00%0.00%0.02%Q4 2020Q3 202312
RTX RTX Corp12120.00%0.00%0.00%Q4 2020Q3 202312
HIO Woodbrook Group Holdin...1110.00%0.00%0.00%Q3 2020Q3 202312
TMO Thermo Fisher Scientif...11110.34%0.40%0.45%Q1 2021Q3 202311
CLSK Cleanspark Inc920.00%0.07%0.28%Q4 2019Q4 202211
CRM Salesforce Inc920.01%0.03%0.05%Q4 2019Q3 202211
BIPC Brookfield Infrastruct...11110.01%0.03%0.06%Q4 2020Q2 202311
JPMorgan Equity Premiu...11110.00%0.02%0.10%Q1 2021Q3 202311
LNC Lincoln National Corp11110.01%0.02%0.04%Q3 2020Q1 202311
DOCU DocuSign Inc740.00%0.01%0.06%Q4 2019Q3 202311
GLD SPDR Gold Shares11110.00%0.01%0.02%Q1 2021Q3 202311
OXY PACCAR Inc11110.00%0.01%0.01%Q1 2021Q3 202311
BX Blackstone Inc11110.00%0.00%0.00%Q1 2021Q3 202311
BJ BJ's Wholesale Club Ho...11110.00%0.00%0.00%Q1 2021Q3 202311
BB BlackBerry Ltd11110.00%0.00%0.03%Q1 2021Q3 202311
CRWD CrowdStrike Holdings I...11110.00%0.00%0.00%Q1 2021Q3 202311
MRO Marathon Oil Corp11110.00%0.00%0.00%Q1 2021Q3 202311
LYV Live Nation Entertainm...11110.00%0.00%0.00%Q1 2021Q3 202311
Grayscale Bitcoin Trus...11110.00%0.00%0.00%Q1 2021Q3 202311
ZS Zscaler Inc11110.00%0.00%0.00%Q1 2021Q3 202311
PLTR Palantir Technologies ...11110.00%0.00%0.00%Q1 2021Q3 202311
APPS Digital Turbine Inc11110.00%0.00%0.00%Q1 2021Q3 202311
AG First Majestic Silver ...11110.00%0.00%0.00%Q1 2021Q3 202311
CCI Crown Castle Internati...910.01%0.11%0.46%Q4 2019Q1 202310
AMD Advanced Micro Devices...10100.01%0.03%0.04%Q2 2020Q3 202210
NFLX NextEra Energy Partner...10100.00%0.02%0.10%Q3 2020Q4 202210
CHL Chipotle Mexican Grill...10100.00%0.02%0.05%Q3 2020Q4 202210
MMM 3M Co910.00%0.01%0.06%Q4 2019Q3 202310
FSK FS KKR Capital Corp10100.01%0.01%0.01%Q2 2021Q3 202310
GIS General Mills Inc730.01%0.01%0.01%Q4 2019Q2 202210
PYPL PayPal Holdings Inc910.00%0.01%0.05%Q1 2021Q3 202310
NUE Occidental Petroleum Corp10100.00%0.01%0.03%Q2 2021Q3 202310
H Hyatt Hotels Corp Class A10100.01%0.01%0.01%Q3 2020Q4 202210
ALK Alaska Air Group Inc10100.00%0.00%0.00%Q2 2021Q3 202310
INVZ Innoviz Technologies Ltd10100.00%0.00%0.00%Q2 2021Q3 202310
EIX Edison International990.02%0.03%0.05%Q4 2019Q4 20219
LRCX Lowe's Companies Inc990.02%0.03%0.08%Q4 2019Q4 20219
GDX VanEck Vectors Gold Mi...990.02%0.02%0.03%Q4 2020Q4 20229
DNP DNP Select Income990.00%0.02%0.06%Q4 2019Q4 20219
PEG Public Service Enterpr...990.01%0.02%0.03%Q4 2019Q4 20219
ABNB Airbnb Inc Ordinary Sh...990.00%0.01%0.04%Q1 2021Q1 20239
UNH UnitedHealth Group Inc720.00%0.01%0.03%Q4 2019Q3 20239
SCHP Sea Ltd ADR990.00%0.00%0.02%Q4 2019Q4 20219
GS The Goldman Sachs Grou...720.00%0.00%0.01%Q1 2020Q3 20239
InvenTrust Properties ...990.00%0.00%0.01%Q3 2021Q3 20239
MRNA Moderna Inc990.00%0.00%0.00%Q3 2021Q3 20239
SO Southern Co810.00%0.00%0.01%Q4 2019Q4 20229
NCLH Norwegian Cruise Line ...990.00%0.00%0.00%Q1 2021Q1 20239
CLF Cleveland-Cliffs Inc990.00%0.00%0.00%Q3 2021Q3 20239
JMIA Jumia Technologies AG ADR990.00%0.00%0.00%Q1 2021Q1 20239
AMKR Amkor Technology Inc990.00%0.00%0.00%Q3 2021Q3 20239
VTRS Walmart Inc880.00%0.12%0.41%Q4 2020Q3 20228
PEP Permian Resources Corp...610.00%0.04%0.08%Q4 2019Q3 20238
VUG Vanguard Information T...880.01%0.03%0.06%Q4 2021Q3 20238
PBA Pembina Pipeline Corp710.01%0.03%0.04%Q4 2019Q1 20238
MDB New York Community Ban...880.00%0.02%0.04%Q4 2020Q3 20228
SH Prudential Financial Inc880.01%0.01%0.01%Q4 2021Q3 20238
OGN Otis Worldwide Corp Or...880.00%0.00%0.01%Q2 2021Q1 20238
BIG Big Lots Inc880.00%0.00%0.00%Q2 2020Q1 20228
PFF iShares Preferred&Inco...430.00%1.32%9.26%Q4 2019Q3 20217
DISCA Discovery Inc Class A770.00%0.30%1.93%Q4 2019Q2 20217
IDA Idacorp Inc770.00%0.04%0.10%Q4 2019Q2 20217
HON HP Inc770.02%0.02%0.02%Q3 2020Q1 20227
SHOP Shopify Inc Registered...610.02%0.02%0.02%Q3 2020Q2 20237
AEE Ameren Corp770.01%0.01%0.02%Q4 2019Q2 20217
GLDM SPDR Gold MiniShares770.01%0.01%0.01%Q2 2021Q4 20227
DKNG DraftKings Inc Ordinar...770.00%0.01%0.01%Q1 2021Q3 20227
MDT Medtronic PLC770.01%0.01%0.01%Q1 2022Q3 20237
GILD Gilead Sciences Inc430.01%0.01%0.01%Q4 2019Q3 20237
ED Consolidated Edison Inc430.00%0.01%0.02%Q4 2019Q3 20217
CLNY DigitalBridge Group In...770.00%0.01%0.02%Q4 2019Q2 20217
WDBG Wynn Resorts Ltd770.00%0.00%0.02%Q4 2019Q2 20217
FNDA Schwab Fundamental US ...770.00%0.00%0.00%Q4 2019Q2 20217
SCHF Schwab International E...770.00%0.00%0.00%Q4 2019Q2 20217
VOO Vanguard S&P 500 ETF660.02%0.39%2.24%Q4 2021Q1 20236
SUSB iShares ESG 1-5 Year U...660.04%0.04%0.05%Q2 2022Q3 20236
EAGG iShares ESG U.S. Aggre...660.04%0.04%0.04%Q2 2022Q3 20236
DE Deere & Co660.03%0.04%0.04%Q4 2021Q1 20236
CIBR First Trust Value Line...660.00%0.04%0.05%Q2 2022Q3 20236
BMY Bristol-Myers Squibb C...660.01%0.03%0.04%Q4 2019Q1 20216
MRVL Mastercard Inc A510.01%0.02%0.02%Q4 2019Q2 20216
TSM Taiwan Semiconductor M...660.01%0.01%0.02%Q2 2022Q3 20236
VTR Verizon Communications...660.01%0.01%0.05%Q2 2022Q3 20236
Rivian Automotive Inc ...660.01%0.01%0.01%Q2 2022Q3 20236
PCAR PACCAR Inc660.01%0.01%0.01%Q2 2021Q3 20226
ESPO VanEck Vectors Vdo Gam...660.00%0.00%0.00%Q4 2020Q1 20226
CVS Digital Realty Trust Inc550.01%0.04%0.06%Q4 2019Q4 20205
AMN AMN Healthcare Service...550.03%0.03%0.04%Q1 2022Q1 20235
CHPT ChargePoint Holdings I...550.01%0.03%0.04%Q1 2022Q1 20235
URI United Rentals Inc550.02%0.03%0.04%Q1 2022Q1 20235
EOG EOG Resources Inc550.02%0.02%0.02%Q1 2022Q1 20235
MCD McDonald's Corp550.02%0.02%0.02%Q4 2019Q4 20205
WFC Western Asset High Inc...320.00%0.01%0.03%Q4 2019Q3 20215
GRMN Garmin Ltd550.01%0.01%0.01%Q3 2022Q3 20235
ARKK ARK Innovation ETF210.00%0.01%0.01%Q4 2020Q1 20235
O Realty Income Corp310.00%0.01%0.03%Q1 2021Q3 20235
DBRG DigitalBridge Group In...550.00%0.00%0.00%Q3 2021Q3 20225
SOUHY South32 Ltd ADR550.00%0.00%0.00%Q4 2019Q4 20205
UNRV Unrivaled Brands Inc550.00%0.00%0.00%Q3 2022Q3 20235
IDV Dimensional Internatio...550.00%0.00%0.00%Q3 2021Q3 20225
IJR iShares Core US Aggreg...440.00%1.95%7.78%Q4 2019Q3 20204
VTEB Vanguard Total Stock M...220.00%0.38%1.50%Q2 2022Q3 20234
GD General Dynamics Corp440.15%0.17%0.20%Q4 2022Q3 20234
IBM International Business...440.02%0.12%0.26%Q4 2019Q3 20204
COP ConocoPhillips440.08%0.08%0.09%Q4 2022Q3 20234
WBA Walmart Inc440.00%0.06%0.23%Q3 2020Q2 20214
RDSA Royal Dutch Shell PLC ...440.03%0.05%0.08%Q4 2019Q3 20204
OKE ONEOK Inc440.04%0.05%0.05%Q4 2022Q3 20234
DLR D.R. Horton Inc310.01%0.04%0.10%Q4 2019Q4 20204
XLE Energy Select Sector S...440.01%0.03%0.06%Q2 2022Q1 20234
PRU Prudential Financial Inc440.03%0.03%0.03%Q3 2020Q2 20214
LLY Enbridge Inc310.02%0.03%0.05%Q4 2019Q1 20214
SPG Simon Property Group Inc310.03%0.03%0.03%Q4 2019Q3 20234
AWK American Water Works C...440.02%0.03%0.04%Q2 2022Q1 20234
CDOR Consolidated Edison Inc440.00%0.03%0.05%Q4 2019Q3 20204
LIN Linde PLC440.02%0.02%0.03%Q1 2021Q4 20214
KMI Lam Research Corp310.01%0.02%0.03%Q4 2019Q2 20214
BXMT Blackstone Mortgage Tr...440.01%0.02%0.02%Q3 2020Q2 20214
UTX VanEck Vectors Vdo Gam...440.00%0.02%0.03%Q4 2019Q3 20204
TTD The Trade Desk Inc A440.01%0.01%0.02%Q2 2020Q1 20214
COLB Columbia Banking Syste...440.00%0.01%0.04%Q4 2019Q3 20204
CIO Cleanspark Inc440.00%0.01%0.04%Q4 2019Q3 20204
XLV Health Care Select Sec...440.01%0.01%0.02%Q4 2019Q3 20204
SYF Synchrony Financial440.00%0.01%0.02%Q4 2019Q3 20204
YUM Yum Brands Inc440.01%0.01%0.01%Q4 2019Q3 20204
SPDW SPDR Portfolio Develop...440.01%0.01%0.01%Q4 2021Q3 20224
IJJ iShares S&P Mid-Cap 40...220.00%0.01%0.01%Q4 2021Q3 20234
CMP Compass Minerals Inter...440.00%0.00%0.01%Q4 2022Q3 20234
IVLU iShares Edge MSCI Intl...220.00%0.00%0.01%Q4 2021Q3 20234
HBI Hanesbrands Inc440.00%0.00%0.00%Q4 2022Q3 20234
INPTF iShares Core MSCI Emer...440.00%0.00%0.00%Q4 2019Q3 20204
OC Owens-Corning Inc440.00%0.00%0.00%Q4 2022Q3 20234
FCO Aberdeen Global Income310.00%0.00%0.00%Q3 2020Q3 20214
DigitalBridge Group In...440.00%0.00%0.00%Q4 2022Q3 20234
FAX Aberdeen Asia-Pacific ...310.00%0.00%0.00%Q3 2020Q3 20214
Dimensional Internatio...440.00%0.00%0.00%Q4 2022Q3 20234
TER Tesla Inc330.02%0.12%0.24%Q4 2019Q2 20203
WMWXF ELEMENTS Morningstar W...330.04%0.05%0.08%Q4 2019Q2 20203
NEP NextEra Energy Partner...330.04%0.04%0.04%Q4 2019Q2 20203
BPY Brookfield Renewable P...330.02%0.04%0.05%Q4 2019Q2 20203
BAM Brookfield Asset Mgt I...330.02%0.03%0.04%Q4 2019Q2 20203
BEPC Brookfield Renewable C...330.01%0.03%0.05%Q4 2020Q2 20213
ET Energy Transfer LP330.03%0.03%0.03%Q1 2023Q3 20233
Brookfield Asset Manag...330.02%0.03%0.03%Q1 2023Q3 20233
EPD Evergreen Pacific Part...330.02%0.03%0.04%Q4 2019Q2 20203
TXN Texas Instruments Inc330.01%0.03%0.03%Q3 2022Q1 20233
TCEHY Tencent Holdings Ltd ADR330.02%0.03%0.03%Q3 2020Q1 20213
MRVL Marvell Technology Inc330.01%0.02%0.03%Q3 2021Q1 20223
PXD Pioneer Natural Resour...330.02%0.02%0.03%Q1 2023Q3 20233
DHI D.R. Horton Inc330.01%0.02%0.05%Q4 2019Q2 20203
TRP TC Energy Corp330.01%0.02%0.03%Q4 2019Q2 20203
ANTM Elevance Health Inc330.02%0.02%0.02%Q3 2022Q1 20233
ASML ASML Holding NV ADR330.01%0.02%0.02%Q1 2023Q3 20233
SPDR Gold MiniShares330.01%0.01%0.02%Q1 2023Q3 20233
CLX Clorox Co330.01%0.01%0.01%Q4 2019Q2 20203
FSKR FS KKR CAP CORP II COM330.01%0.01%0.01%Q3 2020Q1 20213
MKC McCormick & Co Inc Reg...330.01%0.01%0.02%Q1 2022Q3 20223
TTWO Take-Two Interactive S...330.01%0.01%0.01%Q3 2020Q1 20213
OMC Omnicom Group Inc330.01%0.01%0.01%Q4 2019Q2 20203
EMF Teradyne Inc330.00%0.01%0.02%Q4 2019Q2 20203
COTY CRH PLC ADR330.00%0.01%0.02%Q1 2023Q3 20233
IWF iShares Russell 1000 G...210.01%0.01%0.01%Q3 2020Q3 20233
SRC Spirit Realty Capital Inc330.01%0.01%0.01%Q1 2021Q3 20213
GE General Electric Co330.00%0.01%0.02%Q1 2020Q3 20203
QCOM Qualcomm Inc330.00%0.00%0.00%Q1 2021Q3 20213
NXPI NXP Semiconductors NV330.00%0.00%0.00%Q1 2021Q3 20213
SCHW Charles Schwab Corp330.00%0.00%0.00%Q1 2023Q3 20233
DOC Physicians Realty Trust330.00%0.00%0.00%Q4 2019Q2 20203
IJT iShares S&P Small-Cap ...210.00%0.00%0.00%Q3 2020Q3 20233
ME 23andMe Holding Co Cla...330.00%0.00%0.00%Q1 2023Q3 20233
ICF Cohen & Steers REIT & ...330.00%0.00%0.00%Q1 2021Q3 20213
UTG Reaves Utility Income330.00%0.00%0.00%Q1 2021Q3 20213
EXC Exelon Corp330.00%0.00%0.00%Q1 2021Q3 20213
AMERICAN INTL GROUP IN...330.00%0.00%0.00%Q1 2020Q3 20203
PSF Cohen & Steers Select ...330.00%0.00%0.00%Q1 2021Q3 20213
UNIT Uniti Group Inc330.00%0.00%0.00%Q1 2021Q3 20213
GoPro Inc A330.00%0.00%0.00%Q4 2019Q2 20203
EFR EV Senior Floating Rate330.00%0.00%0.00%Q1 2021Q3 20213
BP BP PLC ADR330.00%0.00%0.00%Q1 2021Q3 20213
PRCHW Porch Group Inc Ordina...330.00%0.00%0.00%Q1 2022Q3 20223
ESGV Vanguard ESG US Stock ETF220.01%0.50%0.99%Q2 2020Q3 20202
BST BlackRock Science and ...220.09%0.09%0.10%Q2 2023Q3 20232
SCHG Schwab US Large-Cap Gr...220.05%0.07%0.09%Q2 2023Q3 20232
DGRW WisdomTree US Quality ...220.03%0.06%0.09%Q2 2023Q3 20232
EPD Enterprise Products Pa...220.05%0.05%0.05%Q2 2023Q3 20232
BEP Brookfield Renewable P...220.04%0.04%0.04%Q4 2019Q1 20202
APH Amphenol Corp Class A220.04%0.04%0.04%Q4 2019Q1 20202
BIP Brookfield Infrastruct...220.03%0.04%0.04%Q4 2019Q1 20202
BIP Brookfield Infrastruct...220.03%0.03%0.04%Q2 2020Q3 20202
SYY Sysco Corp220.01%0.03%0.06%Q4 2019Q1 20202
VMC Vulcan Materials Co220.02%0.03%0.03%Q4 2022Q1 20232
GLPI Gaming and Leisure Pro...220.03%0.03%0.03%Q1 2023Q2 20232
ESGD iShares ESG Aware MSCI...220.00%0.02%0.04%Q2 2022Q3 20222
BCE BCE Inc220.01%0.02%0.03%Q1 2021Q2 20212
AYX Alteryx Inc Class A220.02%0.02%0.02%Q3 2020Q4 20202
MELI MercadoLibre Inc220.02%0.02%0.02%Q4 2020Q1 20212
NLOK NortonLifeLock Inc220.02%0.02%0.02%Q3 2020Q4 20202
ESGE iShares ESG Aware MSCI...220.00%0.02%0.03%Q2 2022Q3 20222
FSLY Fastly Inc220.01%0.02%0.02%Q3 2020Q4 20202
SRE Sempra Energy220.01%0.02%0.02%Q1 2021Q2 20212
YOU Clear Secure Inc Ordin...220.01%0.01%0.02%Q4 2022Q1 20232
ARKG ARK Genomic Revolution...220.01%0.01%0.01%Q1 2022Q2 20222
UAL United Airlines Holdin...220.01%0.01%0.02%Q2 2020Q3 20202
AVUV Avantis U.S. Small Cap...220.01%0.01%0.01%Q4 2021Q1 20222
AXON Axon Enterprise Inc220.01%0.01%0.01%Q4 2022Q1 20232
NKE Nike Inc B220.01%0.01%0.01%Q3 2020Q4 20202
LUV Southwest Airlines Co220.01%0.01%0.01%Q4 2019Q1 20202
MDLZ MPLX LP Partnership Units220.01%0.01%0.02%Q4 2019Q1 20202
TSN Tyson Foods Inc Class A220.00%0.01%0.02%Q4 2019Q1 20202
VO Vanguard Short-Term Co...220.01%0.01%0.01%Q2 2023Q3 20232
ARKW ARK Next Generation In...220.01%0.01%0.01%Q4 2020Q1 20212
QEFA SPDR MSCI EAFE Strate...220.01%0.01%0.01%Q2 2023Q3 20232
EL The Estee Lauder Compa...220.01%0.01%0.01%Q2 2021Q3 20212
STPZ PIMCO 1-5 Year US TIPS...220.01%0.01%0.01%Q2 2023Q3 20232
BMO Bank of Montreal220.01%0.01%0.01%Q4 2019Q1 20202
QUAL iShares MSCI USA Quali...220.01%0.01%0.01%Q2 2023Q3 20232
NUSC Nuveen ESG Small-Cap ETF220.01%0.01%0.01%Q2 2023Q3 20232
WLDR Affinity World Leaders...220.00%0.00%0.00%Q2 2023Q3 20232
BURL Carnival Corp220.00%0.00%0.01%Q4 2019Q1 20202
RTN Raytheon Technologies ...220.00%0.00%0.01%Q2 2020Q3 20202
VBR Vanguard Small-Cap Val...220.00%0.00%0.00%Q4 2021Q1 20222
BOND PIMCO Active Bond ETF220.00%0.00%0.00%Q2 2023Q3 20232
FANG Diamondback Energy Inc220.00%0.00%0.00%Q2 2023Q3 20232
FDX FedEx Corp220.00%0.00%0.00%Q3 2020Q4 20202
ISCF iShares MSCI Intl Smal...220.00%0.00%0.00%Q2 2023Q3 20232
GOVT iShares US Treasury Bo...220.00%0.00%0.00%Q2 2023Q3 20232
FNDE Schwab Fundamental Eme...220.00%0.00%0.00%Q2 2023Q3 20232
IEMG iShares Core MSCI Emer...220.00%0.00%0.00%Q2 2023Q3 20232
BHP Group Ltd ADR220.00%0.00%0.00%Q3 2020Q4 20202
iShares MSCI USA Min V...220.00%0.00%0.00%Q2 2023Q3 20232
IJK iShares S&P Mid-Cap 40...220.00%0.00%0.00%Q2 2023Q3 20232
RSG Republic Services Inc ...110.06%0.06%0.06%Q4 2019Q4 20191
CMG Chipotle Mexican Grill...110.05%0.05%0.05%Q1 2023Q1 20231
BPY Brookfield Renewable C...110.05%0.05%0.05%Q3 2020Q3 20201
WAFD Washington Federal Inc110.05%0.05%0.05%Q4 2019Q4 20191
UTF Cohen & Steers Infrast...110.04%0.04%0.04%Q3 2023Q3 20231
AEO American Eagle Outfitt...110.03%0.03%0.03%Q2 2021Q2 20211
ENB Enterprise Products Pa...110.03%0.03%0.03%Q2 2020Q2 20201
NNN National Retail Proper...110.03%0.03%0.03%Q1 2023Q1 20231
SGEN Seattle Genetics Inc110.03%0.03%0.03%Q2 2020Q2 20201
CWEN Clearway Energy Inc Cl...110.03%0.03%0.03%Q1 2023Q1 20231
JNK SPDR Blmbg High Yield...110.03%0.03%0.03%Q2 2022Q2 20221
BHP BHP Group Ltd ADR110.02%0.02%0.02%Q1 2023Q1 20231
IRM Iron Mountain Inc110.02%0.02%0.02%Q4 2019Q4 20191
SPGP Invesco S&P 500 GARP ETF110.02%0.02%0.02%Q3 2023Q3 20231
WPC W.P. Carey Inc110.02%0.02%0.02%Q1 2023Q1 20231
BNS Bank of Nova Scotia110.02%0.02%0.02%Q1 2023Q1 20231
QYLD Global X NASDAQ 100 Co...110.02%0.02%0.02%Q1 2023Q1 20231
KWEB KraneShares CSI China ...110.02%0.02%0.02%Q3 2020Q3 20201
ADBE Adobe Inc110.02%0.02%0.02%Q3 2023Q3 20231
HE Hawaiian Electric Indu...110.02%0.02%0.02%Q3 2023Q3 20231
EXR Extra Space Storage Inc110.02%0.02%0.02%Q3 2023Q3 20231
RIOT Riot Blockchain Inc110.02%0.02%0.02%Q4 2020Q4 20201
VHT Vanguard Health Care ETF110.02%0.02%0.02%Q1 2023Q1 20231
NWN Northwest Natural Hold...110.02%0.02%0.02%Q3 2023Q3 20231
BTI British American Tobac...110.02%0.02%0.02%Q1 2023Q1 20231
ARE Alexandria Real Estate...110.02%0.02%0.02%Q3 2023Q3 20231
CLOU Global X Cloud Computi...110.01%0.01%0.01%Q3 2020Q3 20201
ATVI Activision Blizzard Inc110.01%0.01%0.01%Q4 2019Q4 20191
PLD Prologis Inc110.01%0.01%0.01%Q3 2023Q3 20231
PCY Invesco Emerging Marke...110.01%0.01%0.01%Q2 2022Q2 20221
ENLAY Enel SpA ADR110.01%0.01%0.01%Q4 2021Q4 20211
REXR Rexford Industrial Rea...110.01%0.01%0.01%Q3 2023Q3 20231
DuPont de Nemours Inc110.01%0.01%0.01%Q2 2020Q2 20201
IBB iShares Nasdaq Biotech...110.01%0.01%0.01%Q4 2019Q4 20191
GM General Motors Co110.01%0.01%0.01%Q4 2019Q4 20191
ZM Zoom Video Communicati...110.01%0.01%0.01%Q3 2020Q3 20201
ARKF ARK Fintech Innovation...110.01%0.01%0.01%Q4 2020Q4 20201
MTCH Match Group Inc110.01%0.01%0.01%Q2 2020Q2 20201
Versus Capital Multi-M...110.01%0.01%0.01%Q4 2019Q4 20191
VIAC ViacomCBS Inc Class B110.01%0.01%0.01%Q4 2019Q4 20191
NVS Novartis AG ADR110.01%0.01%0.01%Q4 2019Q4 20191
FVD First Trust Value Line...110.00%0.00%0.00%Q2 2023Q2 20231
PPG PPG Industries Inc110.00%0.00%0.00%Q3 2020Q3 20201
RPM RPM International Inc110.00%0.00%0.00%Q3 2020Q3 20201
AFTPY Afterpay Ltd ADR110.00%0.00%0.00%Q4 2020Q4 20201
EMR Emerson Electric Co110.00%0.00%0.00%Q3 2020Q3 20201
iShares ESG MSCI EAFE ETF110.00%0.00%0.00%Q2 2020Q2 20201
EEM iShares MSCI Emerging ...110.00%0.00%0.00%Q4 2019Q4 20191
EVRG Evergy Inc110.00%0.00%0.00%Q3 2020Q3 20201
DTE DTE Energy Co110.00%0.00%0.00%Q3 2020Q3 20201
IJS iShares S&P Small-Cap ...110.00%0.00%0.00%Q3 2020Q3 20201
DUK Duke Energy Corp110.00%0.00%0.00%Q3 2020Q3 20201
LYG Lloyds Banking Group P...110.00%0.00%0.00%Q3 2023Q3 20231
ENPH Enphase Energy Inc110.00%0.00%0.00%Q3 2023Q3 20231
CI Cigna Corp110.00%0.00%0.00%Q3 2020Q3 20201
XLF Financial Select Secto...110.00%0.00%0.00%Q3 2020Q3 20201
NYCB New York Community Ban...110.00%0.00%0.00%Q3 2020Q3 20201
DOMR Dominion Resources Bla...110.00%0.00%0.00%Q3 2020Q3 20201
AMC AMC Entertainment Hold...110.00%0.00%0.00%Q1 2021Q1 20211
VOXX VOXX International Cor...110.00%0.00%0.00%Q4 2020Q4 20201
Kenvue Inc110.00%0.00%0.00%Q3 2023Q3 20231
RNP Cohen & Steers REIT & ...110.00%0.00%0.00%Q3 2020Q3 20201
GME GameStop Corp Class A110.00%0.00%0.00%Q1 2021Q1 20211
VOX VOXX International Cor...110.00%0.00%0.00%Q3 2020Q3 20201
PNW Pinnacle West Capital ...110.00%0.00%0.00%Q3 2020Q3 20201
NOW ServiceNow Inc110.00%0.00%0.00%Q2 2021Q2 20211
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The securities at the top of the list , including iShares Russell 1000 ETF, iShares Core S&P Mid-Cap ETF, and Microsoft Corp, are the highest-conviction holdings of HBC Financial Services, PLLC.

The conviction is calculated by counting the number of quarters a security has been reported by HBC Financial Services, PLLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that HBC Financial Services, PLLC owns currently or has owned in the past.