IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

HBC Financial Services, Pllc

Q2 2024 Holdings

Filed 2024-08-07 | 173 holdings | $323.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
The Home Depot Inc(HD)Stock437076102$3591,0000.1%
Walmart Inc(WMT)Stock931142103$3835,5000.1%
iShares Russell Mid-Cap ETF(IWR)Exchange-Traded Fund464287499$4435,2660.1%
Schwab US Dividend Equity ETF(FNDE)Exchange-Traded Fund808524730$4936,0040.2%
Lockheed Martin Corp(LMT)Stock539830109$5271,0000.2%
Thermo Fisher Scientific Inc(TMO)Stock883556102$6071,0050.2%
Berkshire Hathaway Inc Class A(BRK/A)Stock084670108$65810.2%
Berkshire Hathaway Inc Class B(BRK/B)Stock084670702$7261,6580.2%
Amazon.com Inc(AMZN)Stock023135106$7804,2790.2%
Costco Wholesale Corp(COST)Stock22160K105$1.2K1,5150.4%
iShares Core S&P 500 ETF(IVV)Exchange-Traded Fund464287200$1.3K2,3850.4%
Vanguard Dividend Appreciation ETF(VIG)Exchange-Traded Fund921908844$1.9K10,0000.6%
Apple Inc(AAPL)Stock037833100$2.3K10,3650.7%
Vanguard Total Stock Market ETF(VTI)Exchange-Traded Fund922908769$2.5K9,3390.8%
Starbucks Corp(SBUX)Stock855244109$3.2K43,1771.0%
Vanguard Small-Cap ETF(VB)Exchange-Traded Fund922908751$3.4K14,6741.1%
Microsoft Corp(MSFT)Stock594918104$6.8K16,0052.1%
iShares Core US Aggregate Bond ETF(AGG)Exchange-Traded Fund464287226$12.0K122,2023.7%
iShares National Muni Bond ETF(MUB)Exchange-Traded Fund464288414$14.2K132,3394.4%
iShares Core S&P Mid-Cap ETF(IJH)Exchange-Traded Fund464287507$47.5K774,26614.7%
iShares Russell 1000 ETF(IWB)Exchange-Traded Fund464287622$47.6K159,37714.7%
Boeing Co(BA)Stock097023105$75.0K40823.2%
Cisco Systems Inc(CSCO)Stock17275R102$91.0K1,90128.2%
PreviousPage 4 of 4