HBC Financial Services, PLLC - Portfolio overview

HBC Financial Services, PLLC has 181 reported holdings in this dataset, with the latest filing dated 2025-01-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. IWB - iShares Russell 1000 ETF, 30.15%
2. IJH - iShares Core S&P Mid-Cap ETF, 29.18%
3. MUB - iShares National Muni Bond ETF, 9.35%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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