Hbw Advisory Services LLC New Holdings in Q1 2025

Hbw Advisory Services LLC

  • $634 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SJM
J M Smucker CO

Consumer Defensive
18.6K
New
$100.41 - $118.41 $1.86M - $2.2M
18.6K $2.2M
XCCC
Bondbloxx ETF Tr Ccc Rated Usd

ETFs
26.1K
New
$37.86 - $39.74 $988K - $1.04M
26.1K $989K
FXZ
First Tr Exchange Traded Fd Fi

ETFs
16.1K
New
$54.79 - $60.63 $880K - $974K
16.1K $889K
DFIV
Dimensional ETF Tr

ETFs
20.4K
New
$35.33 - $40.77 $719K - $830K
20.4K $807K
LVHI
Franklin International Low Vol

ETFs
24.1K
New
$30.53 - $32.85 $734K - $790K
24.1K $782K
PFEB
Innovator U.S. Equity Power Bu

ETFs
19.3K
New
$35.54 - $37.44 $686K - $723K
19.3K $691K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
8.25K
New
$67.24 - $84.27 $555K - $695K
8.25K $563K
KIE
Spdr S&P Insurance ETF

ETFs
8.21K
New
$54.24 - $60.81 $445K - $499K
8.21K $493K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
10.3K
New
$34.58 - $45.76 $357K - $472K
10.3K $469K
OXY
Occidental Petroleum Corp

Energy
9.13K
New
$45.45 - $52.7 $415K - $481K
9.13K $450K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
7.14K
New
$48.43 - $49.86 $346K - $356K
7.14K $355K
CGDV
Capital Group Divid Value ETF

ETFs
10K
New
$34.95 - $37.36 $350K - $374K
10K $355K
CRPT
First Tr ETF Fd Viii Skybridge
26.7K
New
$12.28 - $20.06 $328K - $535K
26.7K $336K
UBER
Uber Technologies, Inc

Technology
4.58K
New
$63.17 - $81.49 $290K - $373K
4.58K $333K
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
MU
Micron Technology Inc

Technology
3.24K
New
$86.89 - $109.38 $281K - $354K
3.24K $281K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
189
New
$1187.71 - $1432.58 $224K - $271K
189 $270K
GOLD
Barrick Gold Corp

Basic Materials
12.6K
New
$15.45 - $19.56 $195K - $246K
12.6K $244K
VOT
Vanguard Mid Cap Growth Index

ETFs
947
New
$237.72 - $276.98 $225K - $262K
947 $231K
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
DRIV
Global X Fds Global X Autonomo

ETFs
6.83K
New
$21.41 - $24.23 $146K - $165K
6.83K $146K
LIT
Global X Fds Global X Lithium

ETFs
3.6K
New
$39.37 - $42.84 $142K - $154K
3.6K $141K
VRSK
Verisk Analytics, Inc.

Industrials
467
New
$268.63 - $301.33 $125K - $141K
467 $138K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
636
New
$202.1 - $270.08 $129K - $172K
636 $128K
ACHR
Archer Aviation Inc.

Industrials
11.9K
New
$6.8 - $11.51 $80.7K - $137K
11.9K $86K
BKUI
Bny Mellon ETF Tr Ultra Short

ETFs
792
New
$49.58 - $49.85 $39.3K - $39.5K
792 $39K
QSI
Quantum Si Inc

Healthcare
24.2K
New
$1.14 - $4.29 $27.6K - $104K
24.2K $30K
VT
Vanguard Total World Stk Index

ETFs
260
New
$115.08 - $123.97 $29.9K - $32.2K
260 $30K
WCLD
Wisdomtree Tr Cloud Computing

ETFs
493
New
$32.02 - $41.58 $15.8K - $20.5K
493 $16K
Blackrock Inc
329
New
N/A
329 $0
Amplify ETF Tr
8.96K
New
N/A
8.96K $0
First Tr Exchng Traded Fd Vi
6.97K
New
N/A
6.97K $0
Capital Grp Fixed Incm ETF T
14.1K
New
N/A
14.1K $0
Grayscale Bitcion Mini Tr Btc
6.7K
New
N/A
6.7K $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
Ge Vernova Inc
810
New
N/A
810 $0
Global X Fds
5.1K
New
N/A
5.1K $0
AFLG
First Tr Exchange Traded Fd Vi
11.6K
New
N/A
11.6K $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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