HoldingsChannel.com
HBC Financial Services PLLC Top Holdings
As of  06/30/2022, below is a summary of the HBC Financial Services PLLC top holdings by largest position size, as per the latest 13f filing made by HBC Financial Services PLLC. In the HBC Financial Services PLLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by HBC Financial Services PLLC in that top holding, then the share count change between reporting periods, and finally the HBC Financial Services PLLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
iShares Russell 1000 ETF (IWB) 170,166 -2,670 $36,484
     IWB170,166-2,670$36,484
iShares Core S&P Mid Cap ETF (IJH) 155,355 -380 $35,959
     IJH155,355-380$35,959
iShares National Muni Bond ETF (MUB) 137,324 +3,942 $14,646
     MUB137,324+3,942$14,646
iShares Core US Aggregate Bond ETF (AGG) 109,353 +470 $11,070
     AGG109,353+470$11,070
Microsoft Corp 22,253 -5,931 $5,956
     MSFT22,253-5,931$5,956
Starbucks Corp 48,603 +1 $3,853
     SBUX48,603+1$3,853
Vanguard Small Cap ETF (VB) 15,667 -234 $2,844
     VB15,667-234$2,844
Vanguard Total Stock Market ETF (VTI) 9,793 +398 $1,906
     VTI9,793+398$1,906
Apple Inc 12,540 -269 $1,844
     AINV12,540-269$1,844
Vanguard Dividend Appreciation ETF (VIG) 10,014 +1,741 $1,461
     VIG10,014+1,741$1,461
iShares Core S&P 500 ETF (IVV) 3,126 -31 $1,221
     IVV3,126-31$1,221
Costco Wholesale Corp 1,855 -40 $930
     COST1,855-40$930
Berkshire Hathaway Inc Class B      $906
     BRK.B1,725UNCH$484
     BRK.A1UNCH$422
AT&T Inc 34,666 +5 $721
     T34,666+5$721
Thermo Fisher Scientific Inc 1,000 UNCH $554
     TMO1,000UNCH$554
Walmart Inc 4,185 +1,761 $525
     VTRS4,185+1,761$525
Tesla Inc 665 -35 $500
     TSLA665-35$500
Amazon.com Inc 3,164 +2,548 $366
     AMZN3,164+2,548$366
iShares Russell Mid Cap ETF (IWR) 5,266 UNCH $350
     IWR5,266UNCH$350
Boeing Co 2,162 +75 $301
     BA2,162+75$301
The Home Depot Inc 1,000 UNCH $286
     HD1,000UNCH$286
iShares MSCI EAFE ETF (EFA) 3,890 -328 $243
     EFA3,890-328$243
Alphabet Inc Class A 99 UNCH $236
     GOOGL99UNCH$236
Vanguard Real Estate ETF (VNQ) 2,370 +48 $218
     VNQ2,370+48$218
Merck & Co Inc 2,309 -283 $214
     MRK2,309-283$214
iShares Russell Mid Cap Value ETF (IWS) 1,620 UNCH $168
     IWS1,620UNCH$168
Exxon Mobil Corp 1,953 +2 $168
     XOM1,953+2$168
Amgen Inc 646 UNCH $161
     AMGN646UNCH$161
Cisco Systems Inc 3,520 -650 $153
     CSCO3,520-650$153
Bank of America Corp 4,498 UNCH $143
     BAC4,498UNCH$143
iShares Russell Mid Cap Growth ETF (IWP) 1,700 UNCH $141
     IWP1,700UNCH$141
SPDR S&P 600 Small Cap Growth ETF (SLYG) 1,840 UNCH $133
     SLYG1,840UNCH$133
Schwab US Dividend Equity ETF (SCHD) 1,793 UNCH $130
     SCHD1,793UNCH$130
Alphabet Inc Class C 51 +6 $123
     GOOG51+6$123
SPDR S&P 500 ETF Trust (SPY) 313 UNCH $122
     SPY313UNCH$122
Warner Bros.Discovery Inc Ordinary Shares Class A (VOD) 8,584 UNCH $120
     VOD8,584UNCH$120
iShares TIPS Bond ETF (TIP) 1,038 +61 $118
     TIP1,038+61$118
Invesco S&P 500 High Div Low Vol ETF (SPHD) 2,210 UNCH $97
     SPHD2,210UNCH$97
Abbott Laboratories 865 UNCH $95
     ABT865UNCH$95
Intel Corp 2,472 +4 $94
     INTC2,472+4$94
iShares Russell 3000 ETF (IWV) 376 +1 $85
     IWV376+1$85
United Parcel Service Inc Class B 446 +1 $83
     UPS446+1$83
Vanguard FTSE Developed Markets ETF (VEA) 1,981 +25 $81
     VEA1,981+25$81
Procter & Gamble Co 483 +1 $70
     PG483+1$70
First Trust NASDAQ Cybersecurity ETF (CIBR) 1,550 +1,550 $67
     CIBR1,550+1,550$67
Lowe s Companies Inc 350 -170 $64
     LMT350-170$64
iShares ESG 1 5 Year USD Corp Bd ETF (SUSB) 2,379 +2,379 $57
     SUSB2,379+2,379$57
AbbVie Inc 358 -249 $55
     ABBV358-249$55
iShares ESG U.S. Aggregate Bond ETF (EAGG) 1,115 +1,115 $55
     EAGG1,115+1,115$55
Chipotle Mexican Grill Inc      $54
     Stock40UNCH$54

See Full List: All Stocks Held By HBC Financial Services PLLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By HBC Financial Services PLLC

Size ($ in 1000's)
At 06/30/2022: $128,464
At 03/31/2022: $138,561

HBC Financial Services PLLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from HBC Financial Services PLLC 13F filings. Link to 13F filings: SEC filings

HBC Financial Services PLLC Top Holdings 13F Filings | www.HoldingsChannel.com

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