Hbw Advisory Services LLC Purchases in Q1 2025

Hbw Advisory Services LLC

  • $634 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SJM
J M Smucker CO

Consumer Defensive
18.6K
New
$100.41 - $118.41 $1.86M - $2.2M
18.6K $2.2M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
24.7K
+ 17.38%
N/A
167K $14.3M
MRK
Merck & Co., Inc.

Healthcare
21.5K
+ 438.68%
$83.01 - $101.02 $1.78M - $2.17M
26.4K $2.37M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
38.1K
+ 181.29%
$51.45 - $58.51 $1.96M - $2.23M
59.1K $3.06M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
24K
+ 15.1%
$91.76 - $103.26 $2.2M - $2.48M
183K $16.9M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
48.7K
+ 15.9%
$29.34 - $31.31 $1.43M - $1.52M
355K $10.5M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
36.2K
+ 9.09%
$53.6 - $58.97 $1.94M - $2.14M
435K $23.6M
JEPI
J P Morgan Exchange Traded Fd

ETFs
26.8K
+ 5.15%
$56.17 - $59.71 $1.51M - $1.6M
548K $31.1M
XCCC
Bondbloxx ETF Tr Ccc Rated Usd

ETFs
26.1K
New
$37.86 - $39.74 $988K - $1.04M
26.1K $989K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
13K
+ 87.03%
$58.04 - $65.84 $757K - $858K
28K $1.8M
DFIV
Dimensional ETF Tr

ETFs
20.4K
New
$35.33 - $40.77 $719K - $830K
20.4K $807K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
312
+ 3.49%
$442.66 - $534.52 $138K - $167K
9.25K $4.85M
LVHI
Franklin International Low Vol

ETFs
24.1K
New
$30.53 - $32.85 $734K - $790K
24.1K $782K
VZ
Verizon Communications Inc

Communication Services
6.3K
+ 7.52%
$37.81 - $46.49 $238K - $293K
90K $4.08M
AMGN
Amgen Inc

Healthcare
925
+ 10.81%
$258.59 - $327.36 $239K - $303K
9.48K $2.95M
CI
Cigna Corp

Healthcare
403
+ 3.67%
$274.49 - $329.0 $111K - $133K
11.4K $3.75M
OUNZ
Van Eck Merk Gold Trust

ETFs
20.7K
+ 108.81%
$25.41 - $29.72 $526K - $615K
39.7K $1.18M
CVX
Chevron Corp

Energy
1.76K
+ 9.78%
$146.71 - $167.97 $258K - $295K
19.7K $3.3M
PFEB
Innovator U.S. Equity Power Bu

ETFs
19.3K
New
$35.54 - $37.44 $686K - $723K
19.3K $691K
AEP
American Electric Power CO Inc

Utilities
1.16K
+ 4.2%
$90.32 - $109.27 $105K - $126K
28.7K $3.14M
JPM
Jpmorgan Chase & CO

Financial Services
2.28K
+ 46.31%
$225.19 - $279.95 $514K - $639K
7.21K $1.77M
MO
Altria Group, Inc.

Consumer Defensive
1.81K
+ 2.99%
$50.81 - $60.02 $92.1K - $109K
62.3K $3.74M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
8.25K
New
$67.24 - $84.27 $555K - $695K
8.25K $563K
TUGN
Listed Fds Tr Stf Tactical Gro

ETFs
25.7K
+ 239.8%
$21.56 - $25.08 $554K - $644K
36.4K $784K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
6.26K
+ 67.45%
$67.08 - $76.14 $420K - $477K
15.5K $1.15M
XYLD
Global X Fds S&P 500 Covered C

ETFs
15.2K
+ 46.8%
$39.02 - $42.89 $591K - $650K
47.5K $1.87M
META
Meta Platforms, Inc.

Communication Services
1.1K
+ 10.6%
$576.74 - $736.67 $636K - $812K
11.5K $6.63M
KIE
Spdr S&P Insurance ETF

ETFs
8.21K
New
$54.24 - $60.81 $445K - $499K
8.21K $493K
GPC
Genuine Parts CO

Consumer Cyclical
3.74K
+ 22.24%
$115.91 - $129.02 $433K - $482K
20.5K $2.45M
MDT
Medtronic PLC

Healthcare
1.58K
+ 4.61%
$79.84 - $94.5 $126K - $149K
35.9K $3.22M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.01K
+ 27.93%
$551.42 - $612.93 $559K - $622K
4.65K $2.6M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
10.3K
New
$34.58 - $45.76 $357K - $472K
10.3K $469K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
18.8K
+ 73.42%
$24.5 - $24.95 $461K - $469K
44.4K $1.1M
OXY
Occidental Petroleum Corp

Energy
9.13K
New
$45.45 - $52.7 $415K - $481K
9.13K $450K
MLPX
Global X Mlp & Energy Infrastr

ETFs
5.93K
+ 32.83%
$59.6 - $67.2 $353K - $398K
24K $1.53M
RDVY
First Trust Rising Dividend Ac

ETFs
9.37K
+ 9.06%
$57.22 - $63.39 $536K - $594K
113K $6.55M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
39.5K
+ 26.75%
$16.57 - $18.85 $654K - $744K
187K $3.11M
LYB
Lyondell Basell Industries N.V.

Basic Materials
7.34K
+ 27.41%
$69.82 - $78.67 $512K - $577K
34.1K $2.4M
KCE
Spdr S&P Capital Markets ETF

ETFs
3.26K
New
$122.39 - $146.44 $399K - $477K
3.26K $409K
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.4K
+ 72.43%
$169.43 - $182.84 $407K - $440K
5.72K $983K
OMC
Omnicom Group Inc.

Communication Services
5.82K
+ 18.61%
$79.43 - $88.34 $462K - $514K
37.1K $3.08M
HSY
Hershey CO

Consumer Defensive
2.04K
+ 14.58%
$144.74 - $186.36 $295K - $380K
16K $2.74M
GIS
General Mills Inc

Consumer Defensive
8.29K
+ 23.6%
$57.56 - $65.3 $477K - $541K
43.4K $2.6M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
7.14K
New
$48.43 - $49.86 $346K - $356K
7.14K $355K
CGDV
Capital Group Divid Value ETF

ETFs
10K
New
$34.95 - $37.36 $350K - $374K
10K $355K
CRPT
First Tr ETF Fd Viii Skybridge
26.7K
New
$12.28 - $20.06 $328K - $535K
26.7K $336K
UBER
Uber Technologies, Inc

Technology
4.58K
New
$63.17 - $81.49 $290K - $373K
4.58K $333K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5.13K
+ 145.36%
$58.01 - $64.46 $297K - $330K
8.65K $540K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.35K
+ 2.49%
$33.84 - $37.77 $79.5K - $88.7K
96.7K $3.55M
Activity Summary
Buys All Purchases 236 New Holdings 54 Increased Positions 182 Sells All Sells 136 Reductions 136 Sold out 0 Options Calls 0 Puts 0
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