News + Filings Holdings
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HBC Financial Services, PLLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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3M CO
| MMM | Common | 63 | -499 | 6,000 | -64,000 | 0.00 | |
Hist
| 03/31/2023 |
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ENBRIDGE INC
| ENB | COM | 391 | -1,094 | 15,000 | -44,000 | 0.01 | 0.00 |
Hist
| 03/31/2023 |
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BOEING CO
| BA | Common | 716 | -150 | 146,000 | -30,000 | 0.11 | 0.00 |
Hist
| 03/31/2023 |
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COSTCO WHOLESALE CORP /NEW
| COST | Common | 1,635 | -170 | 807,000 | -17,000 | 0.61 | 0.00 |
Hist
| 03/31/2023 |
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Alphabet Inc.
| GOOGL | COM | 1,120 | -360 | 118,000 | -12,000 | 0.09 | |
Hist
| 03/31/2023 |
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ChargePoint Holdings, Inc.
| CHPT | Common | 2,122 | -700 | 19,000 | -6,000 | 0.01 | 0.00 |
Hist
| 03/31/2023 |
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INTEL CORP
| INTC | Common | 1,523 | -262 | 48,000 | -1,000 | 0.04 | |
Hist
| 03/31/2023 |
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FASTENAL CO
| FAST | Common | 445 | -45 | 23,000 | 0 | 0.02 | 0.00 |
Hist
| 03/31/2023 |
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Broadcom Ltd
| AVGO | COM | 90 | -10 | 56,000 | 0 | 0.04 | |
Hist
| 03/31/2023 |
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Vanguard Growth ETF
| VUG | common | 187 | -30 | 71,000 | 2,000 | 0.05 | |
Hist
| 03/31/2023 |
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CISCO SYSTEMS, INC.
| CSCO | Common | 3,320 | -100 | 166,000 | 4,000 | 0.12 | 0.00 |
Hist
| 03/31/2023 |
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Alphabet Inc.
| GOOG | COM | 745 | -45 | 79,000 | 9,000 | 0.06 | |
Hist
| 03/31/2023 |
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VANGUARD INDEX FUNDS
| VB | ETF | 15,413 | -99 | 2,921,000 | 47,000 | 2.19 | |
Hist
| 03/31/2023 |
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STARBUCKS CORP
| SBUX | Common | 43,878 | -899 | 4,752,000 | 75,000 | 3.56 | 0.00 |
Hist
| 03/31/2023 |
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iSHARES TRUST
| IVV | Common | 2,922 | -28 | 1,214,000 | 77,000 | 0.91 | |
Hist
| 03/31/2023 |
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MidCap Financial Investment Corp
| AINV | COM | 11,760 | -52 | 1,943,000 | 451,000 | 1.46 | |
Hist
| 03/31/2023 |
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MICROSOFT CORP
| MSFT | Common | 14,040 | -625 | 4,054,000 | 695,000 | 3.04 | 0.00 |
Hist
| 03/31/2023 |
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