Hbw Advisory Services LLC has filed its 13F form on July 05, 2024 for Q2 2024 where it was disclosed a total value porftolio of $550 Million distributed in 333 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $37M, J P Morgan Exchange Traded Fd with a value of $25M, Invesco Qqq Trust, Series 1 with a value of $17M, Pacer Fds Tr Us Cash Cows 100 with a value of $10.2M, and Spdr Portfolio S&P 1500 Compos with a value of $10.1M.

Examining the 13F form we can see an decrease of $12.9M in the current position value, from $563M to 550M.

Below you can find more details about Hbw Advisory Services LLC portfolio as well as his latest detailed transactions.

Portfolio value $550 Million
ETFs: $337 Million
Technology: $43 Million
Consumer Cyclical: $30.8 Million
Communication Services: $30.4 Million
Consumer Defensive: $26.2 Million
Financial Services: $24 Million
Healthcare: $23.9 Million
Industrials: $12.6 Million
Other: $17.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 333
  • Current Value $550 Million
  • Prior Value $563 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 05, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 73 stocks
  • Additional Purchases 136 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 121 stocks
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