Hbw Advisory Services LLC Incresed Positions in Q1 2025

Hbw Advisory Services LLC

  • $634 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
CGUS
Capital Group Core Equity ETF
5.88K
+ 25.46%
$33.08 - $36.62 $194K - $215K
29K $964K
GE
General Electric CO

Industrials
412
+ 18.34%
$168.59 - $212.13 $69.5K - $87.4K
2.66K $531K
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
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
VTI
Vanguard Total Stock Market Et

ETFs
1.12K
+ 10.99%
$271.18 - $303.12 $303K - $338K
11.3K $3.08M
TM
Toyota Motor Corp

Consumer Cyclical
879
+ 78.69%
$176.53 - $195.35 $155K - $172K
2K $352K
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
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.17K
+ 1.72%
$37.07 - $40.63 $43.5K - $47.7K
69.5K $2.74M
EPD
Enterprise Products Partners L.P.

Energy
1.27K
+ 4.76%
$31.75 - $34.14 $40.4K - $43.4K
28K $955K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
1.84K
+ 12.3%
$24.11 - $28.08 $44.3K - $51.6K
16.8K $471K
LLY
Eli Lilly & CO

Healthcare
23
+ 1.42%
$725.72 - $929.72 $16.7K - $21.4K
1.65K $1.36M
NEE
Nextera Energy Inc

Utilities
1.59K
+ 17.06%
$66.96 - $76.16 $106K - $121K
10.9K $772K
PGR
Progressive Corp

Financial Services
195
+ 18.79%
$235.61 - $291.22 $45.9K - $56.8K
1.23K $348K
AJG
Arthur J. Gallagher & Co.

Financial Services
87
+ 7.69%
$275.89 - $345.24 $24K - $30K
1.22K $420K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
1.28K
+ 29.14%
$65.44 - $70.64 $84K - $90.7K
5.69K $385K
GILD
Gilead Sciences, Inc.

Healthcare
262
+ 8.44%
$89.14 - $117.41 $23.4K - $30.8K
3.37K $377K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
364
+ 0.12%
$27.01 - $28.54 $9.83K - $10.4K
300K $8.26M
MS
Morgan Stanley

Financial Services
878
+ 35.55%
$111.68 - $141.08 $98.1K - $124K
3.35K $390K
CGGO
Capital Group Global Growth Eq

ETFs
5.43K
+ 5.37%
$28.35 - $30.84 $154K - $167K
107K $3.03M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.53K
+ 17.23%
$49.78 - $53.19 $76.3K - $81.5K
10.4K $527K
RVNU
Xtrackers Municipal Infrastruc

ETFs
3.18K
+ 20.51%
$24.5 - $25.39 $78K - $80.8K
18.7K $460K
PSR
Invesco Actively

ETFs
550
+ 5.44%
$86.57 - $95.84 $47.6K - $52.7K
10.7K $977K
DG
Dollar General Corp

Consumer Defensive
245
+ 7.06%
$68.44 - $87.93 $16.8K - $21.5K
3.71K $326K
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
1.42K
+ 14.85%
$47.03 - $47.8 $66.9K - $68K
11K $517K
USB
Us Bancorp \De\

Financial Services
7.52K
+ 16.32%
$40.92 - $50.9 $308K - $383K
53.6K $2.26M
MGK
Vanguard Mega Cap Growth ETF

ETFs
323
+ 27.23%
$307.43 - $357.48 $99.3K - $115K
1.51K $465K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.29K
+ 14.24%
$110.9 - $132.93 $143K - $171K
10.3K $1.17M
HAL
Halliburton CO

Energy
2.71K
+ 25.78%
$24.15 - $29.9 $65.4K - $81K
13.2K $335K
FTSL
First Trust Senior Ln Fund

ETFs
1.24K
+ 8.11%
$45.69 - $46.48 $56.5K - $57.5K
16.5K $753K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
2.37K
+ 3.4%
$12.04 - $13.32 $28.6K - $31.6K
72.1K $900K
KNSL
Kinsale Capital Group, Inc.

Financial Services
67
+ 11.57%
$416.48 - $494.72 $27.9K - $33.1K
646 $314K
IDXX
Idexx Laboratories Inc

Healthcare
67
+ 3.05%
$406.29 - $469.04 $27.2K - $31.4K
2.27K $952K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
1.51K
+ 7.32%
$51.3 - $56.76 $77.3K - $85.5K
22.1K $1.16M
RTX
Raytheon Technologies Corp

Industrials
75
+ 3.92%
$114.1 - $135.66 $8.56K - $10.2K
1.99K $263K
XLY
Select Sector Spdr Consumer Di

ETFs
1.41K
+ 16.08%
$192.6 - $233.2 $271K - $328K
10.1K $2M
ET
Energy Transfer LP

Energy
3.37K
+ 12.19%
$17.26 - $21.08 $58.2K - $71.1K
31K $576K
UPS
United Parcel Service Inc

Industrials
584
+ 31.33%
$109.66 - $136.26 $64K - $79.6K
2.45K $269K
COPX
Global X Copper Miners ETF

ETFs
437
+ 6.48%
$37.72 - $43.32 $16.5K - $18.9K
7.18K $287K
F
Ford Motor CO

Consumer Cyclical
2.58K
+ 25.47%
$9.12 - $10.43 $23.5K - $26.9K
12.7K $127K
EBAY
Ebay Inc

Consumer Cyclical
42
+ 0.99%
$61.61 - $70.93 $2.59K - $2.98K
4.28K $289K
PG
Procter & Gamble CO

Consumer Defensive
23
+ 0.29%
$158.56 - $176.26 $3.65K - $4.05K
7.84K $1.34M
SCHR
Schwab Intermediate Term Us Tr

ETFs
642
+ 4.26%
$24.05 - $24.81 $15.4K - $15.9K
15.7K $390K
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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