Hbw Advisory Services LLC Purchases in Q2 2025

Hbw Advisory Services LLC

  • $726 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
660
New
$177.93 - $313.14 $117K - $207K
660 $206K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
5.69K
+ 33.93%
$26.18 - $30.91 $149K - $176K
22.5K $676K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4.02K
New
$49.79 - $50.75 $200K - $204K
4.02K $204K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
2.49K
New
$65.04 - $82.18 $162K - $205K
2.49K $204K
VNQI
Vanguard Global Ex U.S. Real

ETFs
4.42K
New
$37.77 - $46.15 $167K - $204K
4.42K $203K
AXON
Axon Enterprise, Inc.

Industrials
77
+ 16.74%
$497.13 - $827.94 $38.3K - $63.8K
537 $444K
VUG
Vanguard Growth ETF

ETFs
21
+ 0.75%
$329.49 - $438.4 $6.92K - $9.21K
2.83K $1.24M
IOO
Ishares Tr Global 100 ETF

ETFs
1.04K
+ 13.94%
$84.95 - $107.54 $88.2K - $112K
8.48K $912K
VDC
Vanguard Consumer Staples ETF

ETFs
831
+ 28.73%
$204.89 - $224.73 $170K - $187K
3.72K $815K
QTEC
First Trust Nasdaq 100 Technol

ETFs
358
+ 11.68%
$149.56 - $212.83 $53.5K - $76.2K
3.42K $724K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
2.21K
+ 21.42%
$41.45 - $54.46 $91.6K - $120K
12.5K $651K
FVD
First Tr Value Line Divid Inde

ETFs
3.63K
+ 16.01%
$40.62 - $45.12 $148K - $164K
26.3K $1.18M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
2.45K
+ 10.86%
$44.22 - $52.08 $108K - $128K
25K $1.3M
COF
Capital One Financial Corp

Financial Services
577
+ 39.96%
$150.57 - $212.76 $86.9K - $123K
2.02K $429K
XLU
Utilities Sector Spdr

ETFs
1.66K
+ 18.14%
$73.09 - $82.77 $122K - $138K
10.8K $884K
IDU
Ishares Tr U S Utils ETF

ETFs
1.38K
+ 30.16%
$93.98 - $106.11 $130K - $146K
5.95K $622K
FEMS
First Trust Emerging Markets S

ETFs
1.52K
+ 4.56%
$32.56 - $40.98 $49.6K - $62.4K
34.9K $1.42M
PJAN
Innovator U.S. Equity Power Bu

ETFs
616
+ 1.14%
$38.7 - $44.05 $23.8K - $27.1K
54.7K $2.4M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
8.82K
+ 4.72%
$14.97 - $16.79 $132K - $148K
196K $3.27M
DFIV
Dimensional ETF Tr

ETFs
2.1K
+ 10.31%
$34.67 - $43.21 $72.7K - $90.7K
22.4K $961K
TUGN
Listed Fds Tr Stf Tactical Gro

ETFs
2.01K
+ 5.52%
$19.27 - $24.45 $38.7K - $49.1K
38.4K $938K
MS
Morgan Stanley

Financial Services
453
+ 13.53%
$99.83 - $140.86 $45.2K - $63.8K
3.8K $535K
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
1.5K
+ 8.21%
$61.48 - $65.6 $92.1K - $98.3K
19.8K $1.26M
UTG
Reaves Utility Income Fund

Financial Services
333
+ 1.05%
$29.08 - $36.18 $9.68K - $12K
32.1K $1.16M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
289
+ 5.08%
$60.61 - $87.72 $17.5K - $25.4K
5.97K $506K
SO
Southern CO

Utilities
1.4K
+ 14.32%
$84.91 - $92.56 $119K - $130K
11.2K $1.03M
WMT
Walmart Inc.

Consumer Defensive
923
+ 25.59%
$81.79 - $99.98 $75.5K - $92.3K
4.53K $442K
SLV
I Shares Silver Trust

ETFs
3.03K
+ 23.41%
$27.08 - $33.74 $82.1K - $102K
16K $524K
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
14.1K
New
$8.4 - $8.8 $118K - $124K
14.1K $123K
MSTR
Microstrategy Inc

Technology
8
+ 0.77%
$237.95 - $421.61 $1.9K - $3.37K
1.04K $421K
ET
Energy Transfer LP

Energy
7.44K
+ 23.96%
$15.65 - $18.93 $116K - $141K
38.5K $697K
PANW
Palo Alto Networks Inc

Technology
213
+ 9.82%
$152.44 - $204.64 $32.5K - $43.6K
2.38K $487K
TQQQ
Proshares Ultrapro Qqq

ETFs
139
+ 3.16%
$38.9 - $81.42 $5.41K - $11.3K
4.54K $369K
TGT
Target Corp

Consumer Defensive
2.38K
+ 11.4%
$88.76 - $105.77 $212K - $252K
23.3K $2.3M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
701
+ 6.44%
$59.24 - $71.39 $41.5K - $50K
11.6K $826K
MGK
Vanguard Mega Cap Growth ETF

ETFs
71
+ 4.71%
$273.67 - $366.17 $19.4K - $26K
1.58K $575K
PGR
Progressive Corp

Financial Services
462
+ 37.47%
$255.27 - $288.74 $118K - $133K
1.7K $452K
MGC
Vanguard Mega Cap ETF

ETFs
221
+ 9.97%
$179.23 - $224.92 $39.6K - $49.7K
2.44K $546K
FNDA
Schwab Fundamental U S Small C

ETFs
789
+ 1.35%
$23.85 - $28.69 $18.8K - $22.6K
59.4K $1.7M
TDIV
First Trust Nasdaq Technology

ETFs
167
+ 3.36%
$64.41 - $90.17 $10.8K - $15.1K
5.13K $462K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
27
+ 1.22%
$180.84 - $240.32 $4.88K - $6.49K
2.25K $539K
CSCO
Cisco Systems, Inc.

Technology
577
+ 8.26%
$53.19 - $69.38 $30.7K - $40K
7.57K $524K
GLDM
World Gold Trust

ETFs
1.05K
+ 20.04%
$58.96 - $67.97 $61.7K - $71.2K
6.27K $410K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
1.7K
+ 1.89%
$42.72 - $44.24 $72.5K - $75.1K
91.4K $4.01M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
2.86K
+ 10.01%
$38.81 - $44.28 $111K - $127K
31.5K $1.33M
BAR
Granite Shares Gold Trust

ETFs
2.16K
+ 31.35%
$29.34 - $33.87 $63.3K - $73K
9.03K $294K
ACM
Aecom

Industrials
41
+ 1.07%
$87.19 - $113.06 $3.57K - $4.64K
3.88K $437K
BA
Boeing CO

Industrials
92
+ 5.91%
$136.59 - $217.51 $12.6K - $20K
1.65K $345K
ISRG
Intuitive Surgical Inc

Healthcare
100
+ 18.45%
$451.58 - $565.94 $45.2K - $56.6K
642 $348K
Activity Summary
Buys All Purchases 245 New Holdings 42 Increased Positions 203 Sells All Sells 140 Reductions 140 Sold out 0 Options Calls 0 Puts 0
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