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
MCD
Mcdonalds Corp

Consumer Cyclical
186
+ 1.55%
$279.74 - $321.29 $52K - $59.8K
12.2K $3.8M
VIRT
Virtu Financial, Inc.

Financial Services
8.23K
+ 103.17%
$34.19 - $40.96 $281K - $337K
16.2K $611K
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
3.77K
New
$85.06 - $87.69 $321K - $331K
3.77K $321K
SLB
Schlumberger Limited

Energy
7.14K
New
$38.4 - $43.74 $274K - $312K
7.14K $298K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
4.23K
+ 132.89%
$66.3 - $74.17 $280K - $314K
7.41K $509K
PAVE
Global X Fds Us Infrastructure

ETFs
34.5K
+ 9.52%
$37.31 - $43.82 $1.29M - $1.51M
397K $14.9M
JNJ
Johnson & Johnson

Healthcare
867
+ 13.27%
$142.06 - $167.7 $123K - $145K
7.4K $1.23M
MU
Micron Technology Inc

Technology
3.24K
New
$86.89 - $109.38 $281K - $354K
3.24K $281K
XLF
Financial Sector Spdr

ETFs
4.74K
+ 9.38%
$47.32 - $52.19 $224K - $247K
55.3K $2.72M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
189
New
$1187.71 - $1432.58 $224K - $271K
189 $270K
EMLP
First Tr Exchange Traded Iv

ETFs
2.08K
+ 1.93%
$35.79 - $38.28 $74.4K - $79.5K
110K $4.1M
GOLD
Barrick Gold Corp

Basic Materials
12.6K
New
$15.45 - $19.56 $195K - $246K
12.6K $244K
CGGR
Capital Group Growth ETF Shs C

ETFs
15.5K
+ 15.21%
$33.98 - $39.84 $526K - $616K
117K $4.02M
UNH
Unitedhealth Group Inc

Healthcare
149
+ 1.74%
$461.52 - $548.18 $68.8K - $81.7K
8.7K $4.56M
VOT
Vanguard Mid Cap Growth Index

ETFs
947
New
$237.72 - $276.98 $225K - $262K
947 $231K
KO
Coca Cola CO

Consumer Defensive
1.38K
+ 10.2%
$60.81 - $72.32 $83.9K - $99.7K
14.9K $1.07M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3.18K
New
$63.07 - $73.5 $201K - $234K
3.18K $225K
LGOV
First Tr ETF Iv Long Duration

ETFs
10.4K
New
$20.41 - $21.7 $212K - $225K
10.4K $222K
CVS
Cvs Health Corp

Healthcare
3.26K
New
$44.22 - $68.64 $144K - $223K
3.26K $220K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
5.7K
New
$34.34 - $38.51 $196K - $220K
5.7K $219K
SCHP
Schwab Strategic Us Tips ETF

ETFs
8.11K
New
$25.69 - $26.78 $208K - $217K
8.11K $217K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
4.43K
New
$48.31 - $49.23 $214K - $218K
4.43K $217K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
7.82K
New
$26.51 - $28.57 $207K - $224K
7.82K $213K
FLRN
Spdr Bloomberg Investment Grad

ETFs
6.86K
New
$30.71 - $30.87 $211K - $212K
6.86K $211K
BAR
Granite Shares Gold Trust

ETFs
6.88K
New
$26.01 - $30.39 $179K - $209K
6.88K $209K
EMB
Ishares Tr

ETFs
2.31K
New
$88.64 - $92.03 $205K - $213K
2.31K $208K
BALT
Innovator Etfs Tr
6.61K
+ 43.97%
$31.31 - $31.89 $207K - $211K
21.6K $679K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
502
+ 43.58%
$408.78 - $448.82 $205K - $225K
1.65K $694K
ENB
Enbridge Inc

Energy
850
+ 1.01%
$41.54 - $45.45 $35.3K - $38.6K
84.8K $3.76M
ABT
Abbott Laboratories

Healthcare
1.14K
+ 53.92%
$111.1 - $140.22 $127K - $160K
3.26K $432K
XOM
Exxon Mobil Corp

Energy
1.19K
+ 35.74%
$105.44 - $118.93 $125K - $141K
4.51K $536K
FANG
Diamondback Energy, Inc.

Energy
1.12K
+ 35.99%
$139.9 - $180.18 $156K - $201K
4.22K $674K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
2.76K
+ 1.57%
$24.73 - $25.62 $68.3K - $70.8K
179K $4.55M
GE
General Electric CO

Industrials
412
+ 18.34%
$168.59 - $212.13 $69.5K - $87.4K
2.66K $531K
CGUS
Capital Group Core Equity ETF
5.88K
+ 25.46%
$33.08 - $36.62 $194K - $215K
29K $964K
VDC
Vanguard Consumer Staples ETF

ETFs
668
+ 30.04%
$206.54 - $226.16 $138K - $151K
2.89K $623K
DGRO
Ishares Core Dividend Growth E

ETFs
2.59K
+ 6.0%
$60.46 - $64.42 $157K - $167K
45.8K $2.8M
QCOM
Qualcomm Inc

Technology
980
+ 45.16%
$151.94 - $175.86 $149K - $172K
3.15K $483K
DRIV
Global X Fds Global X Autonomo

ETFs
6.83K
New
$21.41 - $24.23 $146K - $165K
6.83K $146K
PEP
Pepsico Inc

Consumer Defensive
1.3K
+ 5.46%
$142.64 - $156.42 $185K - $203K
25.1K $3.76M
FXG
First Tr Exchange Traded First

ETFs
2.16K
+ 53.38%
$62.56 - $65.85 $135K - $142K
6.21K $401K
PPA
Invesco Exchange Traded Fd Tr

ETFs
1.17K
+ 56.75%
$113.59 - $123.29 $133K - $145K
3.24K $378K
LIT
Global X Fds Global X Lithium

ETFs
3.6K
New
$39.37 - $42.84 $142K - $154K
3.6K $141K
VTI
Vanguard Total Stock Market Et

ETFs
1.12K
+ 10.99%
$271.18 - $303.12 $303K - $338K
11.3K $3.08M
VRSK
Verisk Analytics, Inc.

Industrials
467
New
$268.63 - $301.33 $125K - $141K
467 $138K
TM
Toyota Motor Corp

Consumer Cyclical
879
+ 78.69%
$176.53 - $195.35 $155K - $172K
2K $352K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
636
New
$202.1 - $270.08 $129K - $172K
636 $128K
SO
Southern CO

Utilities
398
+ 4.23%
$80.96 - $92.96 $32.2K - $37K
9.8K $900K
CPRT
Copart Inc

Consumer Cyclical
2.3K
+ 32.25%
$52.3 - $59.83 $120K - $137K
9.41K $532K
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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