Hbw Advisory Services LLC Reduced Holdings in Q1 2025

Hbw Advisory Services LLC

  • $634 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
-15.4K
- 50.9%
$167.43 - $244.7 $2.58M - $3.77M
14.9K $2.49M
TSLA
Tesla, Inc.

Consumer Cyclical
-3.56K
- 19.32%
$222.15 - $428.22 $791K - $1.52M
14.9K $3.85M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.17K
- 2.66%
$507.05 - $563.67 $1.1M - $1.22M
79.4K $40.6M
SBUX
Starbucks Corp

Consumer Cyclical
-36.2K
- 53.76%
$91.75 - $115.81 $3.32M - $4.19M
31.1K $3.04M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-65.4K
- 42.15%
$42.4 - $44.11 $2.77M - $2.88M
89.7K $3.93M
MMM
3 M CO

Industrials
-18.1K
- 86.07%
$129.7 - $155.12 $2.35M - $2.82M
2.94K $431K
AAPL
Apple Inc.

Technology
-4.55K
- 10.79%
$209.68 - $247.1 $953K - $1.12M
37.6K $8.35M
HYLS
First Tr Tactical High Yield L

ETFs
-45.4K
- 27.18%
$40.95 - $41.77 $1.86M - $1.9M
122K $4.99M
GOOGL
Alphabet Inc.

Communication Services
-4.8K
- 14.47%
$154.33 - $206.19 $740K - $989K
28.4K $4.38M
XLK
Technology Sector Spdr

ETFs
-660
- 1.34%
$206.38 - $242.18 $136K - $160K
48.7K $10M
CRM
Salesforce, Inc.

Technology
-645
- 4.37%
$268.36 - $359.95 $173K - $232K
14.1K $3.79M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-2.12K
- 4.3%
$65.15 - $91.81 $138K - $194K
47.1K $3.07M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-2.57K
- 8.57%
$192.82 - $222.1 $495K - $570K
27.4K $5.29M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-16.6K
- 8.97%
$50.39 - $50.66 $836K - $840K
168K $8.52M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-8.93K
- 12.07%
$45.72 - $51.73 $408K - $462K
65K $2.98M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-7.47K
- 15.56%
$78.0 - $84.37 $582K - $630K
40.5K $3.21M
VIS
Vanguard Industrial ETF

ETFs
-2.32K
- 48.39%
$243.63 - $273.99 $565K - $635K
2.47K $608K
IVV
Ishares Core S&P 500 ETF

ETFs
-854
- 19.82%
$554.06 - $615.85 $473K - $526K
3.45K $1.93M
DIS
Walt Disney CO

Communication Services
-1.63K
- 5.16%
$96.87 - $114.0 $158K - $186K
29.9K $2.95M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-270
- 4.17%
$314.47 - $431.35 $84.9K - $116K
6.21K $2.28M
FDVV
Fidelity High Dividend ETF

ETFs
-9.59K
- 18.98%
$48.86 - $52.28 $468K - $501K
40.9K $2.01M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-10.6K
- 11.45%
$35.21 - $37.69 $374K - $400K
82.1K $2.91M
CMCSA
Comcast Corp

Communication Services
-9.77K
- 10.08%
$33.19 - $38.23 $324K - $373K
87.2K $3.22M
VUG
Vanguard Growth ETF

ETFs
-725
- 20.54%
$369.1 - $427.61 $268K - $310K
2.8K $1.04M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-4.45K
- 19.21%
$100.59 - $103.47 $448K - $461K
18.7K $1.93M
FNGS
Bank Of Montreal

ETFs
-1.82K
- 5.61%
$49.78 - $61.24 $90.5K - $111K
30.6K $1.53M
FTCS
First Trust Capital Strength E

ETFs
-3.72K
- 38.83%
$86.39 - $91.35 $321K - $340K
5.86K $519K
FVD
First Tr Value Line Divid Inde

ETFs
-7.64K
- 25.19%
$42.61 - $45.51 $326K - $348K
22.7K $1M
FTA
First Tr Large Cap Value

ETFs
-4.13K
- 48.23%
$74.42 - $80.34 $308K - $332K
4.44K $337K
LOW
Lowes Companies Inc

Consumer Cyclical
-456
- 3.65%
$222.66 - $268.42 $102K - $122K
12K $2.8M
IWM
Ishares Russell 2000 ETF

ETFs
-1.08K
- 43.1%
$198.1 - $229.79 $214K - $248K
1.43K $285K
IWY
Ishares Tr Russell 200 Growth

ETFs
-827
- 33.0%
$210.19 - $243.33 $174K - $201K
1.68K $353K
HD
Home Depot, Inc.

Consumer Cyclical
-328
- 6.51%
$347.25 - $424.87 $114K - $139K
4.71K $1.73M
KLAC
Kla Corp

Technology
-398
- 48.18%
$636.62 - $777.63 $253K - $309K
428 $290K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-2.29K
- 40.16%
$97.38 - $104.52 $223K - $239K
3.41K $344K
UL
Unilever PLC

Consumer Defensive
-3.96K
- 73.22%
$54.72 - $60.29 $216K - $239K
1.45K $86K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-3.46K
- 13.76%
$71.17 - $73.66 $246K - $255K
21.7K $1.59M
UTG
Reaves Utility Income Fund

Financial Services
-7.39K
- 18.84%
$31.08 - $34.42 $230K - $254K
31.8K $1.03M
JPIE
J P Morgan Exchange Traded Fd
-4.89K
- 11.69%
$45.46 - $46.18 $222K - $226K
36.9K $1.7M
DECK
Deckers Outdoor Corp

Consumer Cyclical
-19
- 0.86%
$111.56 - $223.11 $2.12K - $4.24K
2.18K $244K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.56K
- 2.26%
$126.11 - $135.06 $197K - $211K
67.4K $8.59M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-188
- 6.14%
$360.07 - $417.26 $67.7K - $78.4K
2.88K $1.04M
TDIV
First Trust Nasdaq Technology

ETFs
-2.04K
- 29.12%
$73.39 - $83.95 $150K - $171K
4.96K $364K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-2.32K
- 12.15%
$40.03 - $46.81 $92.9K - $109K
16.8K $681K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-4.43K
- 20.54%
$42.5 - $46.71 $188K - $207K
17.1K $776K
VEA
Vanguard Ftse Developed Market

ETFs
-4.11K
- 32.03%
$47.4 - $52.99 $195K - $218K
8.71K $446K
C
Citigroup Inc

Financial Services
-2.72K
- 5.62%
$67.23 - $84.63 $183K - $230K
45.8K $3.25M
IOO
Ishares Tr Global 100 ETF

ETFs
-1.21K
- 13.96%
$96.2 - $105.12 $116K - $127K
7.44K $716K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.78K
- 14.05%
$65.27 - $71.18 $116K - $127K
10.9K $715K
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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