HBC Financial Services, PLLC Last Quarter Change: USA Stocks, Added

HBC Financial Services, PLLC quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), from the quarter ended 2024-09-30 to 2024-12-31, HBC Financial Services, PLLC opened 7 positions, added to 17, reduced 6, sold out of 3 and left 104 unchanged. The largest increase in value was TSLA (+$325); the largest decrease was OXY (-$805).

SBUX: Country of operation United States; Class Stock; Shares 2024-09-30 43,018; Shares 2024-12-31 43,020.
AMZN: Country of operation United States; Class Stock; Shares 2024-09-30 4,562; Shares 2024-12-31 4,953.
MSFT: Country of operation United States; Class Stock; Shares 2024-09-30 16,035; Shares 2024-12-31 16,041.
KHC: Country of operation United States; Class Stock; Shares 2024-09-30 2,263; Shares 2024-12-31 4,263.

Two Form 13F-HR filings compared (SEC CIK 1802872): 2024-09-30 (filed 2024-11-07) and 2024-12-31 (filed 2025-01-16). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Country of operation	Class	Shares 2024-09-30	Shares 2024-12-31	Share change	Value 2024-09-30	Value 2024-12-31	Value change
SBUX Starbucks Corp	United States	Stock	43,018	43,020	+2	$4,186	$3,925	-$261
AMZN Amazon.com Inc	United States	Stock	4,562	4,953	+391	$879	$1,096	+$217
MSFT Microsoft Corp	United States	Stock	16,035	16,041	+6	$6,935	$6,761	-$174
KHC The Kraft Heinz Co	United States	Stock	2,263	4,263	+2,000	$76	$130	+$54
ABBV AbbVie Inc	United States	Stock	1,388	1,389	+1	$279	$246	-$33
XOMXXXX Exxon Mobil Corp		Stock	2,160	2,161	+1	$252	$228	-$24
JPM JPMorgan Chase & Co	United States	Stock	1,237	1,238	+1	$277	$296	+$19
KO Coca-Cola Co	United States	Stock	2,284	2,286	+2	$150	$141	-$9
NVDA NVIDIA Corp	United States	Stock	575	640	+65	$80	$85	+$5
FAST Fastenal Co	United States	Stock	463	466	+3	$36	$33	-$3
EXPD Expeditors International of Washington Inc	United States	Stock	284	285	+1	$33	$31	-$2
PG Procter & Gamble Co	United States	Stock	482	483	+1	$80	$81	+$1
PRU Prudential Financial Inc	United States	Stock	152	154	+2	$19	$18	-$1
UPS United Parcel Service Inc Class B	United States	Stock	221	222	+1	$29	$28	-$1
BNY Bank of New York Mellon Corp	United States	Stock	338	340	+2	$25	$26	+$1
ENB Enbridge Inc		Stock	429	434	+5	$17	$18	+$1
ETR Entergy Corp	United States	Stock	104	210	+106	$14	$15	+$1

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