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
GLDM
World Gold Trust

ETFs
8.78K
New
$46.2 - $53.01 $406K - $465K
8.78K $457K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.07K
New
$386.81 - $423.12 $412K - $451K
1.07K $450K
FXG
First Tr Exchange Traded First

ETFs
6.47K
New
$63.74 - $69.07 $412K - $447K
6.47K $442K
TGT
Target Corp

Consumer Defensive
2.09K
+ 15.26%
$133.47 - $159.25 $278K - $332K
15.7K $2.45M
MDT
Medtronic PLC

Healthcare
530
+ 1.58%
$76.84 - $91.03 $40.7K - $48.2K
34K $3.06M
BALT
Innovator Etfs Tr
13.8K
New
$29.76 - $30.83 $412K - $427K
13.8K $426K
PDI
Pimco Dynamic Income Fund

Financial Services
20.5K
New
$18.7 - $20.25 $383K - $415K
20.5K $414K
VNQ
Vanguard Specialized Funds Van

ETFs
4.12K
New
$82.97 - $98.97 $342K - $408K
4.12K $401K
GTO
Invesco Actively Managed ETF T

ETFs
7.64K
+ 54.72%
$46.22 - $48.77 $353K - $373K
21.6K $1.04M
KRE
Spdr S&P Regional Banking ETF

ETFs
6.9K
New
$47.94 - $59.23 $331K - $408K
6.9K $390K
GIS
General Mills Inc

Consumer Defensive
196
+ 0.58%
$62.5 - $75.15 $12.3K - $14.7K
34K $2.51M
CPRT
Copart Inc

Consumer Cyclical
6.98K
New
$49.19 - $55.54 $344K - $388K
6.98K $365K
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
12.6K
New
$27.17 - $28.74 $342K - $362K
12.6K $361K
XLI
Industrial Sector Spdr

ETFs
1.51K
+ 13.18%
$120.56 - $135.44 $182K - $204K
13K $1.76M
FICO
Fair Isaac Corp

Technology
175
New
$1496.51 - $1947.38 $262K - $341K
175 $340K
XLY
Select Sector Spdr Consumer Di

ETFs
1.08K
+ 16.09%
$170.05 - $200.86 $184K - $218K
7.82K $1.57M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
6.99K
New
$47.43 - $47.88 $331K - $335K
6.99K $331K
BXP
Boston Properties Inc

Real Estate
4.11K
New
$60.3 - $82.49 $248K - $339K
4.11K $330K
AJG
Arthur J. Gallagher & Co.

Financial Services
1.1K
New
$259.22 - $299.75 $285K - $330K
1.1K $309K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2.51K
+ 92.0%
$95.1 - $106.76 $238K - $268K
5.23K $558K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
507
+ 1.11%
$75.88 - $83.21 $38.5K - $42.2K
46.1K $3.83M
GLD
Spdr Gold Trust

ETFs
751
+ 22.53%
$215.56 - $246.98 $162K - $185K
4.09K $993K
ITA
Ishares Tr

ETFs
1.81K
New
$131.58 - $149.64 $238K - $271K
1.81K $270K
KNSL
Kinsale Capital Group, Inc.

Financial Services
576
New
$370.41 - $491.09 $213K - $283K
576 $268K
XLU
Utilities Sector Spdr

ETFs
2.24K
+ 33.35%
$67.67 - $80.78 $152K - $181K
8.95K $723K
SNPS
Synopsys Inc

Technology
523
New
$463.97 - $621.3 $243K - $325K
523 $264K
RTX
Raytheon Technologies Corp

Industrials
2.17K
New
$99.55 - $123.34 $216K - $268K
2.17K $263K
UAL
United Airlines Holdings, Inc.

Industrials
4.45K
New
$37.88 - $58.85 $168K - $262K
4.45K $253K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3.25K
+ 38.38%
$61.47 - $67.36 $200K - $219K
11.7K $788K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
3.01K
+ 1.87%
$24.86 - $26.33 $74.9K - $79.3K
164K $4.29M
PGR
Progressive Corp

Financial Services
979
New
$209.46 - $259.24 $205K - $254K
979 $248K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.48K
New
$149.02 - $167.67 $220K - $247K
1.48K $247K
SPY
Spdr S&P 500 ETF Trust

ETFs
265
+ 8.99%
$517.38 - $573.86 $137K - $152K
3.21K $1.84M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
3.31K
New
$67.43 - $74.23 $223K - $245K
3.31K $240K
MEDP
Medpace Holdings, Inc.

Healthcare
716
New
$320.58 - $457.29 $230K - $327K
716 $238K
ISRG
Intuitive Surgical Inc

Healthcare
479
New
$416.14 - $494.01 $199K - $237K
479 $235K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
9.97K
New
$19.78 - $23.53 $197K - $235K
9.97K $230K
CGGR
Capital Group Growth ETF Shs C

ETFs
1.32K
+ 1.36%
$30.71 - $34.79 $40.4K - $45.8K
98.3K $3.42M
PRI
Primerica, Inc.

Financial Services
866
New
$233.01 - $266.6 $202K - $231K
866 $229K
VIRT
Virtu Financial, Inc.

Financial Services
7.47K
New
$21.68 - $32.43 $162K - $242K
7.47K $227K
MTB
M&T Bank Corp

Financial Services
1.25K
New
$146.49 - $179.85 $184K - $226K
1.25K $223K
IBP
Installed Building Products, Inc.

Consumer Cyclical
905
New
$198.8 - $270.35 $180K - $245K
905 $222K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
4.01K
+ 43.59%
$41.02 - $46.01 $165K - $185K
13.2K $601K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
3.43K
New
$57.69 - $64.56 $198K - $221K
3.43K $218K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
799
New
$233.4 - $302.36 $186K - $242K
799 $216K
FTCS
First Trust Capital Strength E

ETFs
2.37K
New
$83.58 - $90.94 $198K - $216K
2.37K $215K
NOW
Service Now, Inc.

Technology
235
New
$730.87 - $937.36 $172K - $220K
235 $210K
VTI
Vanguard Total Stock Market Et

ETFs
198
+ 2.05%
$255.18 - $283.2 $50.5K - $56.1K
9.86K $2.79M
IOO
Ishares Tr Global 100 ETF

ETFs
1.93K
+ 33.73%
$89.63 - $100.83 $173K - $195K
7.67K $760K
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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