HBC Financial Services, PLLC — 13F holdings

HBC Financial Services, PLLC reported 202 holdings worth $163M in its 13F filing for Q4 2024, filed January 16, 2025.

Largest positions

  1. IWB ISHARES TR — $49.2M (30.2%)
  2. IJH ISHARES TR — $47.6M (29.2%)
  3. MUB ISHARES TR — $15.3M (9.3%)
  4. AGG ISHARES TR — $13.0M (7.9%)
  5. MSFT MICROSOFT CORP — $6.76M (4.1%)
  6. SBUX STARBUCKS CORP — $3.93M (2.4%)
  7. VB VANGUARD INDEX FDS — $3.49M (2.1%)
  8. AAPL APPLE INC — $2.61M (1.6%)
  9. VTI VANGUARD INDEX FDS — $2.41M (1.5%)
  10. VIG VANGUARD SPECIALIZED FUNDS — $1.91M (1.2%)