Hbw Advisory Services LLC Incresed Positions in Q2 2025

Hbw Advisory Services LLC

  • $726 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPGI
S&P Global Inc.

Financial Services
6
+ 1.23%
$438.31 - $527.29 $2.63K - $3.16K
492 $259K
F
Ford Motor CO

Consumer Cyclical
264
+ 2.08%
$8.69 - $10.85 $2.29K - $2.86K
13K $140K
RPV
Invesco Exchange Traded Fd Tr

ETFs
14
+ 0.58%
$81.66 - $93.76 $1.14K - $1.31K
2.43K $227K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
94
+ 2.12%
$48.5 - $49.35 $4.56K - $4.64K
4.53K $223K
BXP
Boston Properties Inc

Real Estate
61
+ 1.67%
$56.86 - $74.12 $3.47K - $4.52K
3.72K $250K
MBB
Ishares Tr

ETFs
53
+ 2.31%
$91.41 - $94.22 $4.84K - $4.99K
2.35K $220K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
23
+ 0.93%
$85.42 - $94.39 $1.96K - $2.17K
2.5K $234K
T Rowe Price ETF Inc
986
+ 4.27%
N/A
24.1K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
8.72K
+ 29.94%
N/A
37.8K $0
VUSB
Vanguard Bd Index Fds
2K
+ 5.09%
N/A
41.3K $0
Grayscale Bitcoin Mini Tr Et
1.44K
+ 21.51%
N/A
8.14K $0
Capital Group Core Balanced
10.8K
+ 134.53%
N/A
18.8K $0
Exchange Traded Concepts Tru
4.12K
+ 26.08%
N/A
19.9K $0
Ark 21 Shares Bitcoin ETF
23.1K
+ 202.82%
N/A
34.6K $0
TXN
Texas Instruments Inc

Technology
3
+ 0.18%
N/A
1.63K $316K
CGMU
Capital Group Core Plus Income
4.69K
+ 55.16%
N/A
13.2K $0
LGOV
First Tr ETF Iv Long Duration

ETFs
8
+ 0.08%
$20.73 - $21.92 $166 - $175
10.4K $222K
First Tr Exchange Traded Fd
23.5K
+ 7.71%
N/A
329K $0
Franklin Templeton ETF Tr
2.24K
+ 25.57%
N/A
11K $0
Ge Vernova Inc
97
+ 11.98%
N/A
907 $0
Global X Fds
9.11K
+ 178.39%
N/A
14.2K $0
Innovator Etfs Trust
8.55K
+ 12.49%
N/A
77K $0
First Tr Exchng Traded Fd Vi
6.96K
+ 13.93%
N/A
57K $0
AFLG
First Tr Exchange Traded Fd Vi
275
+ 2.38%
N/A
11.8K $0
Pacer Fds Tr
66.6K
+ 674.62%
N/A
76.4K $0
First Tr Exchng Traded Fd Vi
1.3K
+ 2.11%
N/A
63K $0
Ishares Bitcoin Trust ETF
117
+ 2.04%
N/A
5.85K $0
First Tr Exchng Traded Fd Vi
38
+ 0.55%
N/A
7K $0
First Tr Exchange Traded Fd
92
+ 0.94%
N/A
9.9K $0
FLQH
Franklin Templeton Libertyq In

ETFs
31.6K
+ 230.8%
N/A
45.3K $0
VHT
Vanguard Health Care ETF

ETFs
104
+ 5.49%
$236.71 - $261.92 $24.6K - $27.2K
2K $496K
PDI
Pimco Dynamic Income Fund

Financial Services
720
+ 3.03%
$17.02 - $19.87 $12.3K - $14.3K
24.5K $464K
PSX
Phillips 66

Energy
37
+ 1.76%
$92.87 - $125.73 $3.44K - $4.65K
2.14K $254K
HDV
Ishares Core High Dividend ETF

ETFs
1
+ 0.04%
$108.41 - $120.51 $108 - $121
2.7K $316K
USRT
Ishares Core U.S. Reit ETF

ETFs
164
+ 0.86%
$50.37 - $57.97 $8.26K - $9.51K
19.2K $1.08M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
41
+ 0.27%
$68.13 - $74.77 $2.79K - $3.07K
15.2K $1.11M
UPS
United Parcel Service Inc

Industrials
78
+ 3.19%
$91.92 - $110.2 $7.17K - $8.6K
2.53K $254K
COP
Conocophillips

Energy
56
+ 2.04%
$82.66 - $106.1 $4.63K - $5.94K
2.81K $251K
BMY
Bristol Myers Squibb CO

Healthcare
407
+ 9.45%
$44.12 - $59.6 $18K - $24.3K
4.72K $218K
FANG
Diamondback Energy, Inc.

Energy
340
+ 8.06%
$119.25 - $161.49 $40.5K - $54.9K
4.56K $626K
XLE
Energy Sector Spdr

ETFs
962
+ 5.44%
$76.44 - $94.13 $73.5K - $90.6K
18.7K $1.58M
EPD
Enterprise Products Partners L.P.

Energy
871
+ 3.11%
$28.95 - $34.22 $25.2K - $29.8K
28.8K $894K
XLV
Select Sector Spdr Fund Health

ETFs
777
+ 4.66%
$128.77 - $144.3 $100K - $112K
17.4K $2.33M
PG
Procter & Gamble CO

Consumer Defensive
34
+ 0.43%
$157.66 - $172.39 $5.36K - $5.86K
7.87K $1.25M
LYB
Lyondell Basell Industries N.V.

Basic Materials
4.48K
+ 13.14%
$53.23 - $70.65 $239K - $317K
38.6K $2.23M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
365
+ 3.95%
$483.48 - $539.8 $176K - $197K
9.61K $4.67M
TMO
Thermo Fisher Scientific Inc.

Healthcare
46
+ 1.97%
$390.26 - $489.06 $18K - $22.5K
2.38K $963K
AMGN
Amgen Inc

Healthcare
22
+ 0.23%
$262.28 - $309.85 $5.77K - $6.82K
9.51K $2.65M
GIS
General Mills Inc

Consumer Defensive
380
+ 0.88%
$50.37 - $60.97 $19.1K - $23.2K
43.8K $2.27M
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
Track This Portfolio

Track Hbw Advisory Services LLC Portfolio

Follow Hbw Advisory Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hbw Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hbw Advisory Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email