Hbw Advisory Services LLC Reduced Holdings in Q3 2025

Hbw Advisory Services LLC

  • $789 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-101K
- 91.67%
$39.37 - $44.24 $3.98M - $4.48M
9.2K $402K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-116K
- 29.72%
$24.73 - $25.29 $2.86M - $2.93M
274K $6.89M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-43K
- 8.21%
$55.61 - $57.37 $2.39M - $2.47M
481K $27.5M
PM
Philip Morris International Inc.

Consumer Defensive
-11K
- 53.52%
$157.77 - $183.27 $1.74M - $2.02M
9.58K $1.55M
ILDR
First Tr Exchange Traded Fd Vi
-88.2K
- 36.22%
$28.95 - $33.25 $2.55M - $2.93M
155K $5.03M
GIS
General Mills Inc

Consumer Defensive
-28.1K
- 64.14%
$48.44 - $53.83 $1.36M - $1.51M
15.7K $791K
DGRO
Ishares Core Dividend Growth E

ETFs
-23K
- 68.72%
$64.12 - $68.08 $1.47M - $1.56M
10.5K $711K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-13.7K
- 85.89%
$102.4 - $103.88 $1.41M - $1.43M
2.26K $233K
SNPS
Synopsys Inc

Technology
-1.6K
- 44.25%
$387.78 - $645.35 $620K - $1.03M
2.01K $993K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-11.4K
- 28.4%
$69.02 - $73.57 $789K - $841K
28.8K $2.12M
NFLX
Netflix Inc

Communication Services
-49
- 1.65%
$1147.87 - $1297.18 $56.2K - $63.6K
2.92K $3.49M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-13.1K
- 37.74%
$37.32 - $38.38 $488K - $502K
21.6K $828K
XYLD
Global X Fds S&P 500 Covered C

ETFs
-12.1K
- 21.44%
$38.52 - $39.39 $466K - $476K
44.3K $1.74M
URA
Global X Uranium ETF

ETFs
-14.1K
- 54.28%
$36.45 - $50.4 $516K - $713K
11.9K $567K
LLY
Eli Lilly & CO

Healthcare
-346
- 16.42%
$625.65 - $812.69 $216K - $281K
1.76K $1.34M
SPY
Spdr S&P 500 ETF Trust

ETFs
-727
- 18.26%
$617.65 - $666.84 $449K - $485K
3.25K $2.17M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-913
- 30.55%
$420.11 - $472.68 $384K - $432K
2.08K $972K
COST
Costco Wholesale Corp

Consumer Defensive
-171
- 10.85%
$915.95 - $994.57 $157K - $170K
1.41K $1.3M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-1.39K
- 40.64%
$208.95 - $229.72 $291K - $320K
2.03K $466K
IAI
Ishares Tr Us Broker Dealers &

ETFs
-1.56K
- 52.66%
$168.93 - $178.7 $264K - $279K
1.41K $248K
T
At&T Inc.

Communication Services
-4.97K
- 3.15%
$26.94 - $29.62 $134K - $147K
153K $4.32M
PWR
Quanta Services, Inc.

Industrials
-771
- 36.7%
$372.29 - $421.68 $287K - $325K
1.33K $551K
PGR
Progressive Corp

Financial Services
-757
- 44.66%
$238.61 - $264.3 $181K - $200K
938 $231K
VIS
Vanguard Industrial ETF

ETFs
-908
- 28.72%
$281.0 - $296.29 $255K - $269K
2.25K $667K
VIRT
Virtu Financial, Inc.

Financial Services
-327
- 1.49%
$34.87 - $45.12 $11.4K - $14.8K
21.6K $766K
CPRT
Copart Inc

Consumer Cyclical
-3.99K
- 45.07%
$44.6 - $49.97 $178K - $200K
4.87K $218K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-2.52K
- 45.77%
$78.96 - $80.04 $199K - $202K
2.98K $238K
CI
Cigna Corp

Healthcare
-139
- 3.79%
$262.23 - $334.39 $36.4K - $46.5K
3.53K $1.02M
IOO
Ishares Tr Global 100 ETF

ETFs
-2.45K
- 28.87%
$107.55 - $120.01 $263K - $294K
6.03K $724K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-672
- 6.99%
$459.11 - $506.91 $309K - $341K
8.94K $4.49M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-20.2K
- 4.83%
$55.15 - $58.11 $1.12M - $1.18M
399K $22.9M
NKE
Nike, Inc.

Consumer Cyclical
-1.38K
- 3.15%
$69.24 - $79.24 $95.7K - $110K
42.6K $2.97M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-1.76K
- 1.09%
N/A
160K $13.7M
ABT
Abbott Laboratories

Healthcare
-1K
- 28.41%
$120.51 - $136.62 $121K - $137K
2.52K $337K
CRWD
Crowd Strike Holdings, Inc.

Technology
-199
- 13.09%
$412.46 - $514.1 $82.1K - $102K
1.32K $647K
XLE
Energy Sector Spdr

ETFs
-2.32K
- 12.42%
$84.25 - $91.99 $195K - $213K
16.3K $1.46M
PANW
Palo Alto Networks Inc

Technology
-583
- 24.49%
$167.06 - $208.19 $97.4K - $121K
1.8K $366K
PAYC
Paycom Software, Inc.

Technology
-358
- 23.1%
$208.14 - $238.8 $74.5K - $85.5K
1.19K $248K
SBUX
Starbucks Corp

Consumer Cyclical
-703
- 10.33%
$81.9 - $96.86 $57.6K - $68.1K
6.1K $516K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-2.51K
- 31.48%
$50.7 - $54.86 $127K - $138K
5.47K $299K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-751
- 13.13%
$181.56 - $190.33 $136K - $143K
4.97K $942K
VHT
Vanguard Health Care ETF

ETFs
-443
- 22.17%
$239.12 - $259.95 $106K - $115K
1.56K $403K
FTCS
First Trust Capital Strength E

ETFs
-1.16K
- 19.31%
$89.72 - $93.74 $104K - $108K
4.83K $451K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-2.99K
- 22.98%
$42.26 - $47.16 $126K - $141K
10K $464K
INTU
Intuit Inc

Technology
-17
- 2.44%
$646.03 - $807.39 $11K - $13.7K
679 $463K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.26K
- 6.83%
$72.57 - $74.72 $91.4K - $94.1K
17.2K $1.28M
STZ
Constellation Brands, Inc.

Consumer Defensive
-40
- 1.58%
$131.78 - $176.09 $5.27K - $7.04K
2.49K $335K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-2.8K
- 3.06%
$43.36 - $44.8 $121K - $125K
88.6K $3.94M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-4.24K
- 7.58%
$53.81 - $57.52 $228K - $244K
51.8K $2.98M
Activity Summary
Buys All Purchases 258 New Holdings 59 Increased Positions 199 Sells All Sells 151 Reductions 151 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