HBC Financial Services, PLLC - Q3 2020 holdings

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$119 Million is the total value of HBC Financial Services, PLLC's 185 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 55.4% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
IWB SelliShares Russell 1000 ETFexchange-traded fund$34,691,000
+7.4%
174,766
-3.1%
29.24%
+0.8%
IJH SelliShares Core S&P Mid-Cap ETFexchange-traded fund$33,035,000
+13.5%
158,889
-0.0%
27.85%
+6.5%
PFF BuyiShares National Muni Bond ETFexchange-traded fund$10,986,000
+366100.0%
94,776
+127975.7%
9.26%
+308600.0%
IJR BuyiShares Core US Aggregate Bond ETFexchange-traded fund$9,229,000
+307533.3%
78,714
+163887.5%
7.78%
+259233.3%
MSFT SellMicrosoft Corpstock$5,774,000
-10.8%
26,440
-15.0%
4.87%
-16.3%
STWD SellStarbucks Corpstock$5,032,000
+22.9%
52,477
-3.1%
4.24%
+15.4%
VB SellVanguard Small-Cap ETFexchange-traded fund$2,967,000
+8.2%
17,193
-5.9%
2.50%
+1.6%
AMZN SellAmazon.com Incstock$1,891,000
+4.2%
571
-5.3%
1.59%
-2.1%
VTI SellVanguard Total Stock Market ETFexchange-traded fund$1,708,000
+10.7%
9,418
-0.3%
1.44%
+4.0%
AAPL BuyApple Incstock$1,618,000
+9.8%
13,914
+269.0%
1.36%
+3.0%
ESGV BuyVanguard Dividend Appreciation ETFexchange-traded fund$1,175,000
+19483.3%
8,651
+8551.0%
0.99%
+19720.0%
T BuyAT&T Incstock$1,094,000
+2386.4%
38,654
+2476.9%
0.92%
+2205.0%
IVV SelliShares Core S&P 500 ETFexchange-traded fund$1,093,000
+8.5%
3,071
-1.4%
0.92%
+1.9%
BA SellBoeing Costock$585,000
-7.6%
3,260
-3.2%
0.49%
-13.2%
COST BuyCostco Wholesale Corpstock$550,000
+3828.6%
1,425
+612.5%
0.46%
+3469.2%
BRKB SellBerkshire Hathaway Inc Class Bstock$387,000
+6.0%
1,745
-8.9%
0.33%
-0.6%
WMT BuyWalmart Incstock$364,000
+16.3%
2,495
+5.3%
0.31%
+9.3%
TSLA BuyTesla Incstock$337,000
+1148.1%
800
+661.9%
0.28%
+1083.3%
BRKA  Berkshire Hathaway Inc Class Astock$331,000
+15.7%
10.0%0.28%
+8.6%
EFA BuyiShares MSCI EAFE ETFexchange-traded fund$263,000
+11.0%
3,859
+3.5%
0.22%
+4.2%
GOOGL SellAlphabet Inc Astock$199,000
+8.2%
113
-6.6%
0.17%
+1.8%
MRK BuyMerck & Co Incstock$186,000
+3.3%
2,315
+2.1%
0.16%
-3.1%
IBM SellIntel Corpstock$186,000
-34.7%
4,076
-15.5%
0.16%
-38.7%
IWP  iShares Russell Mid-Cap Growth ETFexchange-traded fund$158,000
+13.7%
8500.0%0.13%
+6.4%
BAC BuyBank of America Corpstock$153,000
+1290.9%
5,499
+1751.5%
0.13%
+1190.0%
IWS  iShares Russell Mid-Cap Value ETFexchange-traded fund$146,000
+14.1%
1,6200.0%0.12%
+7.0%
PG BuyProcter & Gamble Costock$131,000
+81.9%
951
+65.4%
0.11%
+69.2%
IWR  iShares Russell Mid-Cap ETFexchange-traded fund$124,000
+13.8%
1,9660.0%0.10%
+7.1%
SLYG  SPDR S&P 600 Small Cap Growth ETFexchange-traded fund$122,000
+14.0%
1,8400.0%0.10%
+7.3%
SCHD  Schwab US Dividend Equity ETFexchange-traded fund$121,000
+14.2%
1,9950.0%0.10%
+7.4%
SPY BuySPDR S&P 500 ETF Trustexchange-traded fund$116,000
+12.6%
329
+2.8%
0.10%
+6.5%
GOOG BuyAlphabet Inc Class Cstock$112,000
+80.6%
64
+56.1%
0.09%
+67.9%
ABBV BuyAbbVie Incstock$104,000
+2.0%
1,093
+7.6%
0.09%
-4.3%
LOW SellLowe's Companies Incstock$92,000
+300.0%
600
-4.0%
0.08%
+271.4%
HD BuyThe Walt Disney Costock$91,000
+468.8%
391
+187.5%
0.08%
+450.0%
VNQ BuyVanguard Real Estate ETFexchange-traded fund$87,000
+13.0%
1,052
+6.7%
0.07%
+5.8%
TIP  iShares TIPS Bond ETFexchange-traded fund$84,0000.0%6750.0%0.07%
-5.3%
SPHD  Invesco S&P 500 High Div Low Vol ETFexchange-traded fund$82,000
+5.1%
2,3000.0%0.07%
-1.4%
VEA BuyVanguard FTSE Developed Markets ETFexchange-traded fund$79,000
+14.5%
1,801
+5.9%
0.07%
+8.1%
IWV BuyiShares Russell 3000 ETFexchange-traded fund$76,000
+11.8%
365
+0.3%
0.06%
+4.9%
CSCO SellCisco Systems Incstock$75,000
-36.4%
1,951
-23.6%
0.06%
-40.6%
USB  U.S. Bancorpstock$73,000
+4.3%
1,8580.0%0.06%
-1.6%
JNJ SellJohnson & Johnsonstock$72,000
-25.0%
496
-23.1%
0.06%
-29.1%
XOM SellExxon Mobil Corpstock$72,000
-29.4%
2,184
-4.9%
0.06%
-33.7%
ABT  Abbott Laboratoriesstock$71,000
+12.7%
6480.0%0.06%
+5.3%
VZ BuyVerizon Communications Incstock$70,000
+11.1%
1,173
+2.4%
0.06%
+3.5%
CVS BuyDigital Realty Trust Incstock$69,000
+38.0%
500
+66.7%
0.06%
+28.9%
AMGN  Amgen Incstock$66,000
-8.3%
2860.0%0.06%
-13.8%
BAX  Baxter International Incstock$65,000
-7.1%
8000.0%0.06%
-12.7%
CMCSA BuyComcast Corp Class Astock$57,000
+612.5%
1,287
+339.2%
0.05%
+585.7%
KO BuyCoca-Cola Costock$56,000
+5.7%
1,138
+0.2%
0.05%
-2.1%
UPS BuyUnited Parcel Service Inc Class Bstock$54,000
+116.0%
331
+60.7%
0.05%
+109.1%
BPY NewBrookfield Renewable Corp Ordinary Shares - Class A (Sub Voting)stock$55,000–750
+100.0%
0.05%–
DNP BuyDNP Select Incomeclosed-end fund$54,000
+1250.0%
5,360
+2580.0%
0.05%
+1050.0%
NEP NewNextEra Energy Partners LPstock$53,000–800
+100.0%
0.04%–
HASI  Hannon Armstrong Sustainable Infrastructure Capital Incstock$52,000
+40.5%
1,1000.0%0.04%
+33.3%
CIO BuyCleanspark Incstock$52,000
+2500.0%
5,676
+3200.0%
0.04%
+2100.0%
CCI SellCrown Castle International Corpstock$49,000
-89.5%
300
-78.9%
0.04%
-90.2%
EIX BuyEdison Internationalstock$47,000
+56.7%
768
+92.0%
0.04%
+48.1%
ENB NewEnbridge Incstock$47,000–1,640
+100.0%
0.04%–
ARKQ SellARK Autonomous Technology&Robotics ETFexchange-traded fund$47,000
-96.0%
750
-98.1%
0.04%
-96.2%
SQ SellSquare Inc Astock$46,000
-37.0%
250
-58.3%
0.04%
-40.9%
BIP  Brookfield Infrastructure Corp Ordinary Shares - Class A (Subordinate Sharestock$45,000
+36.4%
6940.0%0.04%
+26.7%
AVGO BuyBroadcom Incstock$45,000
+181.2%
120
+140.0%
0.04%
+171.4%
AY SellAtlantica Sustainable Infrastructure PLCstock$43,000
-70.3%
1,300
-78.0%
0.04%
-72.3%
CVX SellChevron Corpstock$43,000
-34.8%
608
-18.1%
0.04%
-39.0%
SLYV  SPDR S&P 600 Small Cap Value ETFexchange-traded fund$42,000
+16.7%
7200.0%0.04%
+9.4%
VT  Vanguard Total World Stock ETFexchange-traded fund$40,000
+11.1%
4600.0%0.03%
+6.2%
BUI  BlackRock Util, Infra & Power Oppclosed-end fund$39,000
+8.3%
1,7000.0%0.03%
+3.1%
PBA BuyPembina Pipeline Corpstock$39,000
+56.0%
1,800
+80.0%
0.03%
+50.0%
UTX BuyVanEck Vectors Gold Miners ETFexchange-traded fund$39,000
+3800.0%
1,000
+9900.0%
0.03%
+3200.0%
TCEHY NewTencent Holdings Ltd ADRstock$39,000–500
+100.0%
0.03%–
CRM NewSalesforce.com Incstock$39,000–150
+100.0%
0.03%–
BMY SellBristol-Myers Squibb Companystock$39,000
-17.0%
614
-23.2%
0.03%
-21.4%
RDSA  Royal Dutch Shell PLC ADR Class Astock$39,000
-20.4%
1,4520.0%0.03%
-25.0%
WM  Waste Management Incstock$39,000
+14.7%
3210.0%0.03%
+6.5%
SPHQ  Invesco S&P 500 Quality ETFexchange-traded fund$38,000
+8.6%
9400.0%0.03%
+3.2%
IIPR NewInnovative Industrial Properties Inc Registered Shsstock$36,000–250
+100.0%
0.03%–
D BuyDominion Energy Incstock$34,000
+1600.0%
407
+3970.0%
0.03%
+1350.0%
LNC NewLincoln National Corpstock$34,000–800
+100.0%
0.03%–
ABR BuyArbor Realty Trust Incstock$33,000
-15.4%
2,500
+233.3%
0.03%
-20.0%
PEG  Public Service Enterprise Group Incstock$32,000
+14.3%
5360.0%0.03%
+8.0%
PRU NewPrudential Financial Incstock$32,000–500
+100.0%
0.03%–
VGT SellVanguard Information Technology ETFexchange-traded fund$32,000
-55.6%
100
-60.0%
0.03%
-58.5%
TTD BuyThe Trade Desk Inc Astock$30,000
+233.3%
40
+100.0%
0.02%
+212.5%
HON NewHoneywell International Incstock$29,000–145
+100.0%
0.02%–
CCL BuyCaterpillar Incstock$28,000
+27.3%
162
+0.6%
0.02%
+20.0%
ZTS  Zoetis Inc Class Astock$26,000
+18.2%
1550.0%0.02%
+10.0%
MRVL BuyMarvell Technology Group Ltdstock$25,000
+8.7%
560
+646.7%
0.02%0.0%
NFLX NewNetflix Incstock$24,000–50
+100.0%
0.02%–
IDA BuyIdacorp Incstock$22,000
+340.0%
234
+134.0%
0.02%
+375.0%
UAL SellUnion Pacific Corpstock$22,000
+144.4%
113
-54.8%
0.02%
+137.5%
SHOP NewShopify Inc Astock$23,000–25
+100.0%
0.02%–
AYX NewAlteryx Inc Class Astock$23,000–200
+100.0%
0.02%–
KWEB NewKraneShares CSI China Internet ETFexchange-traded fund$23,000–300
+100.0%
0.02%–
Z  Zillow Group Inc Cstock$21,000
+75.0%
2000.0%0.02%
+63.6%
LRCX SellLam Research Corpstock$21,000
-75.3%
50
-91.7%
0.02%
-76.3%
AMD BuyAdvanced Micro Devices Incstock$21,000
+162.5%
250
+66.7%
0.02%
+157.1%
NLOK NewNortonLifeLock Incstock$20,000–1,000
+100.0%
0.02%–
EXPD  Expeditors International of Washington Incstock$20,000
+11.1%
2240.0%0.02%
+6.2%
FAST BuyFastenal Costock$20,000
-95.2%
417
+0.5%
0.02%
-95.5%
NVDA BuyNVIDIA Corpstock$19,000
+137.5%
35
+75.0%
0.02%
+128.6%
MCD  McDonald's Corpstock$19,000
+11.8%
900.0%0.02%
+6.7%
JPM SellJPMorgan Chase & Costock$18,000
-37.9%
177
-39.8%
0.02%
-42.3%
FB BuyFacebook Inc Astock$18,000
+125.0%
65
+85.7%
0.02%
+114.3%
BLK  BlackRock Incstock$18,000
+20.0%
260.0%0.02%
+15.4%
BXMT NewBlackstone Mortgage Trust Inc Astock$17,000–700
+100.0%
0.01%–
AEE  Ameren Corpstock$17,000
+6.2%
2060.0%0.01%0.0%
FSLY NewFastly Incstock$17,000–250
+100.0%
0.01%–
MA SellMastercard Inc Astock$17,000
-39.3%
50
-66.7%
0.01%
-44.0%
SYF BuyStarwood Property Trust Incstock$17,000
+1600.0%
1,000
+1786.8%
0.01%
+1300.0%
TROW  T. Rowe Price Group Incstock$15,0000.0%1110.0%0.01%0.0%
CDOR SellConsolidated Edison Incstock$16,000
-70.4%
200
-84.4%
0.01%
-72.9%
MVEN BuytheMaven Incstock$15,000
+200.0%
23,750
+23650.0%
0.01%
+225.0%
TTWO NewTake-Two Interactive Software Incstock$15,000–95
+100.0%
0.01%–
CLOU NewGlobal X Cloud Computing ETFexchange-traded fund$15,000–600
+100.0%
0.01%–
DD NewDuPont de Nemours Incstock$15,000–250
+100.0%
0.01%–
KBWY  Invesco KBW Premium Yield Eq REIT ETFexchange-traded fund$14,0000.0%7430.0%0.01%
-7.7%
UL BuyUnilever PLC ADRstock$14,000
+16.7%
223
+0.9%
0.01%
+9.1%
GILD BuyGeneral Mills Incstock$13,000
-13.3%
229
+1.3%
0.01%
-15.4%
PI SellImpinj Incstock$13,000
-85.4%
417
-57.6%
0.01%
-86.2%
FSKR NewFS KKR CAP CORP II COMstock$13,000–859
+100.0%
0.01%–
ROKU NewRoku Inc Class Astock$13,000–60
+100.0%
0.01%–
NKE NewNike Inc Bstock$13,000–100
+100.0%
0.01%–
ZM NewZoom Video Communications Incstock$12,000–30
+100.0%
0.01%–
BK NewBank of New York Mellon Corpstock$12,000–299
+100.0%
0.01%–
XLV  Health Care Select Sector SPDR ETFexchange-traded fund$11,000
+10.0%
1000.0%0.01%0.0%
IWF NewiShares Russell 1000 Growth ETFexchange-traded fund$11,000–48
+100.0%
0.01%–
ZG  Zillow Group Inc Astock$10,000
+66.7%
1000.0%0.01%
+60.0%
PFE BuyPfizer Incstock$10,000
+11.1%
261
+1.2%
0.01%0.0%
COLB SellColumbia Banking System Incstock$10,000
+400.0%
296
-67.1%
0.01%
+300.0%
SLV  iShares Silver Trustexchange-traded fund$9,000
+28.6%
4000.0%0.01%
+33.3%
YUM  Yum Brands Incstock$8,000
+14.3%
800.0%0.01%
+16.7%
H NewHyatt Hotels Corpstock$7,000–100
+100.0%
0.01%–
SBUX BuySpirit Realty Capital Incstock$7,000
+16.7%
191
+2.1%
0.01%
+20.0%
JWN  Nordstrom Incstock$5,000
-16.7%
4000.0%0.00%
-20.0%
KHC  The Kraft Heinz Costock$3,0000.0%1000.0%0.00%0.0%
RPM NewRPM International Incstock$3,000–32
+100.0%
0.00%–
PPG NewPPG Industries Incstock$3,000–21
+100.0%
0.00%–
RCKY  Rocky Brands Incstock$3,000
+50.0%
1000.0%0.00%
+50.0%
DISCA SellDiscovery Inc Class Astock$4,000
-95.1%
200
-64.3%
0.00%
-95.9%
CLNY BuyColony Capital Inc Class Astock$3,000
-88.5%
900
+157.1%
0.00%
-87.0%
MO BuyAltria Group Incstock$4,0000.0%116
+16.0%
0.00%
-25.0%
FDX NewFedEx Corpstock$2,000–9
+100.0%
0.00%–
DOCU SellDocuSign Incstock$2,000
-96.6%
10
-99.8%
0.00%
-96.2%
VOD  Vodafone Group PLC ADRstock$2,0000.0%1400.0%0.00%0.0%
IJT NewiShares S&P Small-Cap 600 Growth ETFexchange-traded fund$2,000–21
+100.0%
0.00%–
EMR NewEmerson Electric Costock$2,000–23
+100.0%
0.00%–
INPTF BuyiShares Core MSCI Emerging Markets ETFexchange-traded fund$2,0000.0%31
+19.2%
0.00%0.0%
EPP  iShares MSCI Pacific ex Japan ETFexchange-traded fund$2,000
+100.0%
360.0%0.00%
+100.0%
VWO BuyVanguard FTSE Emerging Markets ETFexchange-traded fund$2,0000.0%46
+2.2%
0.00%0.0%
SCHP  Schwab US TIPS ETFexchange-traded fund$1,0000.0%230.0%0.00%0.0%
OTIS SellOtis Worldwide Corp Ordinary Sharesstock$1,000
-75.0%
12
-80.6%
0.00%
-75.0%
IJS NewiShares S&P Small-Cap 600 Value ETFexchange-traded fund$1,000–16
+100.0%
0.00%–
RTN SellRaytheon Technologies Corpstock$1,000
-87.5%
25
-80.2%
0.00%
-85.7%
FNDA  Schwab Fundamental US Small Company ETFexchange-traded fund$1,000–140.0%0.00%–
MMNFF  MedMen Enterprises Incstock$1,0000.0%5,0000.0%0.00%0.0%
XLF NewFinancial Select Sector SPDR ETFexchange-traded fund$1,000–36
+100.0%
0.00%–
EVRG NewEvergy Incstock$1,000–10
+100.0%
0.00%–
DUK NewDuke Energy Corpstock$1,000–5
+100.0%
0.00%–
VIG SellVanEck Vectors Vdo Gaming and eSprts ETFexchange-traded fund$1,000
-99.9%
10
-99.9%
0.00%
-99.9%
DTE NewDTE Energy Costock$1,000–8
+100.0%
0.00%–
CHL NewChina Mobile Ltd ADRstock$1,000–23
+100.0%
0.00%–
CARR SellCarrier Global Corp Ordinary Sharesstock$1,000
-66.7%
25
-80.2%
0.00%
-66.7%
CI NewCigna Corpstock$1,000–3
+100.0%
0.00%–
VOX NewVOXX International Corp Class Astock$0–6
+100.0%
0.00%–
SNOA  Sonoma Pharmaceuticals Incstock$0–20.0%0.00%–
GE BuyGeneral Electric Costock$0–25
+100.0%
0.00%–
SCHF  Schwab International Equity ETFexchange-traded fund$0–120.0%0.00%–
GPRO NewGoPro Inc Astock$0–22
+100.0%
0.00%–
 AMERICAN INTL GROUP INC WTS EXP 01/19/20warrant$0–10,0290.0%0.00%–
PNW NewPinnacle West Capital Corpstock$0–5
+100.0%
0.00%–
NewBHP Group Ltd ADRstock$0–6
+100.0%
0.00%–
FCO NewAberdeen Global Incomeclosed-end fund$0–1
+100.0%
0.00%–
FAX NewAberdeen Asia-Pacific Incomeclosed-end fund$0–5
+100.0%
0.00%–
DOMR NewDominion Resources Black Warrior Truststock$0–11
+100.0%
0.00%–
RNP NewCohen & Steers REIT & Preferred Incomeclosed-end fund$0–1
+100.0%
0.00%–
ED ExitCondor Hospitality Trust Incstock$0–-116
-100.0%
0.00%–
ExitGoPro Inc Astock$0–-22
-100.0%
0.00%–
SellFS Investment Corp IIstock$0
-100.0%
0
-100.0%
0.00%
-100.0%
NYCB NewNew York Community Bancorp Incstock$0–1
+100.0%
0.00%–
WBA NewWalgreens Boots Alliance Incstock$0–8
+100.0%
0.00%–
BIG  Big Lots Incstock$0–100.0%0.00%–
HIO NewWestern Asset High Income Oppclosed-end fund$0–1
+100.0%
0.00%–
WDBG  Woodbrook Group Holdings Incstock$0–10.0%0.00%–
SOUHY SellSouth32 Ltd ADRstock$0
-100.0%
2
-98.9%
0.00%
-100.0%
DOC ExitPhysicians Realty Truststock$0–-85
-100.0%
-0.00%–
ExitiShares ESG MSCI EAFE ETFexchange-traded fund$0–-30
-100.0%
-0.00%–
EMF ExitTempleton Global Incomeclosed-end fund$0–-600
-100.0%
-0.00%–
GS ExitGilead Sciences Incstock$0–-60
-100.0%
-0.00%–
CAT ExitCenterPoint Energy Incstock$0–-384
-100.0%
-0.01%–
OMC ExitOmnicom Group Incstock$0–-137
-100.0%
-0.01%–
DHI ExitCVS Health Corpstock$0–-160
-100.0%
-0.01%–
MTCH ExitMatch Group Incstock$0–-100
-100.0%
-0.01%–
ExitDuPont de Nemours Incstock$0–-225
-100.0%
-0.01%–
GIS ExitFS KKR CAP CORP II COMstock$0–-859
-100.0%
-0.01%–
INTC ExitImpinj Incstock$0–-417
-100.0%
-0.01%–
PEP ExitPepsiCo Incstock$0–-100
-100.0%
-0.01%–
TRP ExitTake-Two Interactive Software Incstock$0–-90
-100.0%
-0.01%–
CLX ExitClorox Costock$0–-60
-100.0%
-0.01%–
DIS ExittheMaven Incstock$0–-23,750
-100.0%
-0.01%–
DLR ExitD.R. Horton Incstock$0–-278
-100.0%
-0.02%–
UNP ExitUnion Pacific Corpstock$0–-112
-100.0%
-0.02%–
EPD ExitEvergreen Pacific Partners LPltd partnership$0–-23,682
-100.0%
-0.02%–
SGEN ExitSeattle Genetics Incstock$0–-175
-100.0%
-0.03%–
KMI ExitLam Research Corpstock$0–-100
-100.0%
-0.03%–
ENB ExitEnterprise Products Partners LPltd partnership$0–-2,000
-100.0%
-0.03%–
WMWXF ExitEdison Internationalstock$0–-768
-100.0%
-0.04%–
BAM ExitBrookfield Asset Mgt Inc Class Astock$0–-1,298
-100.0%
-0.04%–
NEP ExitNextEra Energy Partners LPltd partnership$0–-800
-100.0%
-0.04%–
LLY ExitEnbridge Incstock$0–-1,634
-100.0%
-0.05%–
BPY ExitBrookfield Renewable Partners LPltd partnership$0–-1,000
-100.0%
-0.05%–
TER ExitTesla Incstock$0–-170
-100.0%
-0.24%–
AGG ExitiShares Core US Aggregate Bond ETFexchange-traded fund$0–-78,075
-100.0%
-8.32%–
MUB ExitiShares National Muni Bond ETFexchange-traded fund$0–-95,468
-100.0%
-9.94%–
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2020-11-12
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
iShares Russell 1000 ETF16Q3 202330.5%
iShares Core S&P Mid-Cap ETF16Q3 202329.8%
Microsoft Corp16Q3 20236.1%
Starbucks Corp16Q3 20234.3%
Vanguard Tax-Exempt Bond ETF16Q3 20232.7%
Vanguard Total World Stock ETF16Q3 20231.6%
Vanguard Dividend Appreciation ETF16Q3 20231.6%
Amazon.com Inc16Q3 20231.6%
iShares Core S&P 500 ETF16Q3 20231.1%
Costco Wholesale Corp16Q3 20230.8%

View HBC Financial Services, PLLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-01-29
13F-HR2023-11-07
13F-HR2023-07-27
13F-HR2023-05-12
13F-HR2023-01-19
13F-HR2022-10-26
13F-HR/A2022-09-02
13F-HR/A2022-09-02
13F-HR2022-07-22
13F-HR2022-05-11

View HBC Financial Services, PLLC's complete filings history.

All filings

View complete filings history.

Compare quarters

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