Hbw Advisory Services LLC Purchases in Q3 2024

Hbw Advisory Services LLC

  • $622 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
147K
New
$79.58 - $91.64 $11.7M - $13.5M
147K $13.3M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
191K
+ 102.11%
$53.41 - $57.9 $10.2M - $11.1M
379K $21.9M
PAVE
Global X Fds Us Infrastructure

ETFs
206K
+ 131.98%
$36.39 - $41.16 $7.5M - $8.48M
362K $14.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
17.1K
+ 48.26%
$434.77 - $502.96 $7.44M - $8.6M
52.5K $25.6M
JEPI
J P Morgan Exchange Traded Fd

ETFs
104K
+ 23.56%
$54.98 - $59.51 $5.71M - $6.18M
545K $32.4M
ILDR
First Tr Exchange Traded Fd Vi
254K
New
$20.96 - $24.49 $5.32M - $6.21M
254K $6.18M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
69.8K
+ 98.4%
$85.84 - $85.84 $5.99M - $5.99M
141K $12.1M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
184K
+ 192.99%
$28.1 - $29.89 $5.16M - $5.49M
279K $8.33M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
107K
+ 362.9%
$50.25 - $50.74 $5.39M - $5.45M
137K $6.95M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.11K
+ 6.89%
$475.2 - $527.7 $2.43M - $2.69M
79.2K $41.8M
RDVY
First Trust Rising Dividend Ac

ETFs
59.6K
+ 138.4%
$53.68 - $59.24 $3.2M - $3.53M
103K $6.08M
EMLP
First Tr Exchange Traded Iv

ETFs
107K
New
$30.38 - $34.0 $3.24M - $3.63M
107K $3.59M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
50.6K
+ 127.03%
$42.22 - $48.62 $2.14M - $2.46M
90.5K $4.21M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
5.82K
New
$320.55 - $412.94 $1.87M - $2.4M
5.82K $2.27M
NFLX
Netflix Inc

Communication Services
3.11K
+ 594.46%
$598.55 - $722.26 $1.86M - $2.25M
3.63K $2.58M
USB
Us Bancorp \De\

Financial Services
44.7K
New
$39.04 - $47.23 $1.75M - $2.11M
44.7K $2.05M
CVX
Chevron Corp

Energy
13.3K
+ 304.34%
$137.88 - $161.97 $1.83M - $2.15M
17.6K $2.6M
XLG
Invesco Exchange Traded Fd Tr

ETFs
38.3K
+ 130.43%
$42.54 - $47.97 $1.63M - $1.84M
67.7K $3.22M
IVV
Ishares Core S&P 500 ETF

ETFs
2.98K
+ 589.53%
$520.18 - $576.82 $1.55M - $1.72M
3.49K $2.01M
FNGS
Bank Of Montreal

ETFs
28.2K
New
$43.68 - $53.14 $1.23M - $1.5M
28.2K $1.4M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
5.89K
+ 29.72%
$178.94 - $207.0 $1.05M - $1.22M
25.7K $5.16M
FDVV
Fidelity High Dividend ETF

ETFs
21.9K
+ 86.67%
$46.26 - $50.65 $1.01M - $1.11M
47.2K $2.39M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
9.39K
New
$110.06 - $128.44 $1.03M - $1.21M
9.39K $1.19M
AAPL
Apple Inc.

Technology
1.88K
+ 5.77%
$207.23 - $234.82 $389K - $441K
34.4K $8.01M
IDXX
Idexx Laboratories Inc

Healthcare
2.18K
New
$455.08 - $517.19 $994K - $1.13M
2.18K $1.1M
HD
Home Depot, Inc.

Consumer Cyclical
1.98K
+ 64.13%
$333.64 - $405.2 $662K - $804K
5.08K $2.06M
AVUV
American Centy ETF Tr Avantis

ETFs
9.83K
New
$88.24 - $99.7 $867K - $980K
9.83K $943K
NEE
Nextera Energy Inc

Utilities
9.25K
New
$69.9 - $84.97 $647K - $786K
9.25K $781K
COST
Costco Wholesale Corp

Consumer Defensive
825
+ 129.92%
$801.83 - $917.05 $662K - $757K
1.46K $1.29M
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
11.6K
New
$57.2 - $65.72 $663K - $761K
11.6K $744K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
562
+ 6.78%
$405.19 - $478.57 $228K - $269K
8.86K $4.08M
XLV
Select Sector Spdr Fund Health

ETFs
3.44K
+ 21.71%
$143.3 - $157.24 $494K - $542K
19.3K $2.97M
ITB
Ishares Tr

ETFs
4.57K
+ 154.76%
$97.52 - $128.64 $446K - $588K
7.52K $956K
JNJ
Johnson & Johnson

Healthcare
3.78K
+ 144.85%
$145.48 - $167.38 $550K - $633K
6.39K $1.04M
FXU
First Tr Exchange Traded Fd Ut

ETFs
16.8K
New
$32.72 - $38.48 $551K - $648K
16.8K $647K
MCD
Mcdonalds Corp

Consumer Cyclical
149
+ 1.25%
$245.82 - $304.51 $36.6K - $45.4K
12.1K $3.68M
IDEV
Ishares Core Msci Intl Develop

ETFs
9.02K
New
$63.46 - $71.43 $572K - $644K
9.02K $638K
PG
Procter & Gamble CO

Consumer Defensive
3.43K
+ 79.32%
$160.76 - $177.82 $552K - $610K
7.76K $1.34M
NVDA
Nvidia Corp

Technology
5.6K
+ 20.49%
$98.91 - $134.91 $554K - $755K
32.9K $4M
KO
Coca Cola CO

Consumer Defensive
7.93K
+ 202.45%
$62.69 - $73.01 $497K - $579K
11.8K $851K
SO
Southern CO

Utilities
6.16K
+ 219.37%
$77.0 - $90.52 $474K - $558K
8.97K $808K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
375
+ 0.25%
$63.28 - $70.06 $23.7K - $26.3K
152K $10.7M
META
Meta Platforms, Inc.

Communication Services
262
+ 4.23%
$453.41 - $572.44 $119K - $150K
6.46K $3.7M
LLY
Eli Lilly & CO

Healthcare
666
+ 72.63%
$772.14 - $960.02 $514K - $639K
1.58K $1.4M
HYLS
First Tr Tactical High Yield L

ETFs
8.38K
+ 5.33%
$40.54 - $42.23 $340K - $354K
166K $6.96M
IWY
Ishares Tr Russell 200 Growth

ETFs
2.39K
New
$194.66 - $225.97 $466K - $541K
2.39K $526K
TLT
Ishares Barclays 20+ Year Trea

ETFs
5.13K
+ 155.83%
$89.91 - $101.33 $461K - $520K
8.42K $826K
PJP
Invesco Exchange Traded Fd Tr

ETFs
5.85K
New
$80.08 - $89.33 $469K - $523K
5.85K $508K
XLF
Financial Sector Spdr

ETFs
7.29K
+ 21.3%
$40.84 - $45.74 $298K - $333K
41.5K $1.88M
Activity Summary
Buys All Purchases 199 New Holdings 68 Increased Positions 131 Sells All Sells 158 Reductions 158 Sold out 0 Options Calls 0 Puts 0
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