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
ISRG
Intuitive Surgical Inc

Healthcare
54
+ 11.07%
$476.63 - $610.45 $25.7K - $33K
542 $268K
STZ
Constellation Brands, Inc.

Consumer Defensive
538
+ 23.47%
$161.05 - $222.93 $86.6K - $120K
2.83K $519K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
790
+ 7.16%
$64.88 - $72.1 $51.3K - $57K
11.8K $773K
ADBE
Adobe Inc.

Technology
177
+ 19.24%
$377.84 - $464.11 $66.9K - $82.1K
1.1K $420K
SPGI
S&P Global Inc.

Financial Services
13
+ 2.75%
$478.26 - $543.77 $6.22K - $7.07K
486 $246K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
5
+ 0.2%
$87.68 - $94.52 $438 - $473
2.48K $229K
RWK
Invesco Exchange Traded Fd Tr

ETFs
240
+ 13.39%
$106.43 - $123.29 $25.5K - $29.6K
2.03K $218K
XLB
Select Sector Spdr Fd Material

ETFs
58
+ 1.46%
$83.19 - $90.99 $4.83K - $5.28K
4.04K $343K
TQQQ
Proshares Ultrapro Qqq

ETFs
1.32K
+ 42.63%
$57.34 - $90.39 $75.5K - $119K
4.4K $252K
URA
Global X Uranium ETF

ETFs
3.12K
+ 17.68%
$23.1 - $30.98 $72.2K - $96.8K
20.8K $480K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
442
+ 8.43%
$52.53 - $58.51 $23.2K - $25.9K
5.69K $301K
CAT
Caterpillar Inc

Industrials
85
+ 11.87%
$326.75 - $407.63 $27.8K - $34.6K
801 $264K
MEDP
Medpace Holdings, Inc.

Healthcare
81
+ 10.71%
$304.69 - $360.97 $24.7K - $29.2K
837 $255K
RPV
Invesco Exchange Traded Fd Tr

ETFs
18
+ 0.75%
$89.33 - $95.17 $1.61K - $1.71K
2.41K $220K
BA
Boeing CO

Industrials
64
+ 4.29%
$148.15 - $186.25 $9.48K - $11.9K
1.56K $265K
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
2.81K
+ 30.54%
N/A
12K $0
J P Morgan Exchange Traded F
1.41K
+ 12.01%
N/A
13.2K $0
Fidelity Covington Trust
174
+ 2.53%
N/A
7.04K $0
Exchange Traded Concepts Tru
15.8K
New
N/A
15.8K $0
Capital Group Core Balanced
1.41K
+ 21.31%
N/A
8K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
15.7K
+ 116.49%
N/A
29.1K $0
TRFK
Pacer Fds Tr
4.25K
+ 26.33%
N/A
20.4K $0
Pacer Fds Tr
9.87K
New
N/A
9.87K $0
Listed Fd Tr
486
+ 4.79%
N/A
10.6K $0
J P Morgan Exchange Traded F
6.17K
+ 17.6%
N/A
41.2K $0
AFLG
First Tr Exchange Traded Fd Vi
11.6K
New
N/A
11.6K $0
Grayscale Bitcion Mini Tr Btc
6.7K
New
N/A
6.7K $0
VUSB
Vanguard Bd Index Fds
815
+ 2.12%
N/A
39.3K $0
First Tr Exchng Traded Fd Vi
3.72K
+ 6.41%
N/A
61.7K $0
First Tr Exchng Traded Fd Vi
6.97K
New
N/A
6.97K $0
First Tr Exchange Traded Fd
80.5K
+ 35.87%
N/A
305K $0
Amplify ETF Tr
8.96K
New
N/A
8.96K $0
FTGS
First Tr Exchange Traded Fd Gr
18
+ 0.09%
N/A
19.6K $0
Blackrock Inc
329
New
N/A
329 $0
Capital Grp Fixed Incm ETF T
14.1K
New
N/A
14.1K $0
First Tr Exchng Traded Fd Vi
9.85K
New
N/A
9.85K $0
First Tr Exchng Traded Fd Vi
8.93K
New
N/A
8.93K $0
First Tr Exchng Traded Fd Vi
1.52K
+ 9.62%
N/A
17.3K $0
SRLN
Ssga Active Trust

ETFs
79
+ 1.38%
$41.02 - $41.99 $3.24K - $3.32K
5.81K $238K
Ishares Bitcoin Trust ETF
1.23K
+ 27.3%
N/A
5.73K $0
Ge Vernova Inc
810
New
N/A
810 $0
Innovator Etfs Trust
14K
New
N/A
14K $0
Innovator Etfs Trust
68.4K
New
N/A
68.4K $0
Ultimus Managers Tr
43K
+ 5.29%
N/A
856K $0
Innovator Etfs Trust
4.66K
+ 16.97%
N/A
32.1K $0
Global X Fds
5.1K
New
N/A
5.1K $0
First Tr Exchng Traded Fd Vi
778
+ 6.22%
N/A
13.3K $0
First Tr Exchng Traded Fd Vi
31.1K
+ 164.45%
N/A
50K $0
Cipher Mining Inc
18K
+ 180.0%
N/A
28K $0
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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