Hbw Advisory Services LLC Reduced Holdings in Q3 2024

Hbw Advisory Services LLC

  • $622 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
-2.5K
- 36.34%
$43.21 - $46.51 $108K - $116K
4.37K $203K
TXN
Texas Instruments Inc

Technology
-522
- 23.37%
$194.6 - $194.6 $102K - $102K
1.71K $333K
SVOL
Simplify ETF Simplify Volatili

ETFs
-3.7K
- 11.11%
$20.05 - $22.81 $74.1K - $84.4K
29.6K $649K
CVS
Cvs Health Corp

Healthcare
-2.01K
- 24.26%
$55.81 - $63.18 $112K - $127K
6.28K $394K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.22K
- 29.19%
$81.31 - $83.29 $99K - $101K
2.96K $245K
MRK
Merck & Co., Inc.

Healthcare
-370
- 7.39%
$111.15 - $128.97 $41.1K - $47.7K
4.64K $526K
AMGN
Amgen Inc

Healthcare
-559
- 6.19%
$309.38 - $337.38 $173K - $189K
8.47K $2.73M
STZ
Constellation Brands, Inc.

Consumer Defensive
-354
- 13.24%
$236.42 - $259.82 $83.7K - $92K
2.32K $597K
XLE
Energy Sector Spdr

ETFs
-204
- 1.08%
$84.35 - $93.39 $17.2K - $19.1K
18.7K $1.64M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-1.34K
- 4.0%
$98.99 - $101.51 $133K - $136K
32.2K $3.26M
RPV
Invesco Exchange Traded Fd Tr

ETFs
-1.01K
- 29.85%
$82.04 - $89.49 $83.2K - $90.7K
2.38K $211K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-1.04K
- 5.53%
$49.7 - $56.11 $51.9K - $58.6K
17.8K $979K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-216
- 16.22%
$285.48 - $330.24 $61.7K - $71.3K
1.12K $359K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-605
- 16.22%
$162.83 - $179.16 $98.5K - $108K
3.12K $559K
IEFA
Ishares Tr

ETFs
-951
- 24.09%
$70.09 - $78.74 $66.7K - $74.9K
3K $233K
BOTZ
Global X Fds

ETFs
-2.3K
- 13.5%
$27.68 - $32.27 $63.7K - $74.2K
14.7K $473K
COP
Conocophillips

Energy
-196
- 6.88%
$102.3 - $116.61 $20.1K - $22.9K
2.65K $279K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.24K
- 10.46%
$60.84 - $67.51 $75.7K - $84K
10.6K $718K
WPC
W. P. Carey Inc.

Real Estate
-1.29K
- 23.62%
$54.63 - $63.96 $70.5K - $82.5K
4.17K $259K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.47K
- 10.37%
$41.9 - $48.26 $145K - $167K
30K $1.44M
BAC
Bank Of America Corp

Financial Services
-687
- 4.9%
$36.65 - $44.13 $25.2K - $30.3K
13.3K $529K
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
-1.3K
- 9.46%
$56.88 - $63.65 $73.9K - $82.7K
12.4K $783K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
-937
- 11.47%
$39.18 - $42.26 $36.7K - $39.6K
7.23K $305K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-419
- 11.87%
$76.94 - $79.54 $32.2K - $33.3K
3.11K $246K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-1.3K
- 11.71%
$24.39 - $25.28 $31.8K - $32.9K
9.83K $246K
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
-776
- 15.47%
$57.32 - $67.53 $44.5K - $52.4K
4.24K $278K
EMQQ
Emqq Emerging Markets Internet

ETFs
-2.17K
- 20.01%
$31.65 - $39.64 $68.8K - $86.2K
8.69K $340K
VTV
Vanguard Value ETF

ETFs
-480
- 10.46%
$159.75 - $174.57 $76.7K - $83.8K
4.11K $717K
FMB
First Tr Exchange Traded Fd Ii

ETFs
-477
- 5.68%
$51.0 - $52.05 $24.3K - $24.8K
7.93K $411K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-237
- 0.93%
$92.56 - $99.46 $21.9K - $23.6K
25.4K $2.43M
KRMA
Global X Fds Global X Consciou

ETFs
-645
- 11.82%
$35.21 - $39.14 $22.7K - $25.2K
4.81K $188K
LOW
Lowes Companies Inc

Consumer Cyclical
-2.91K
- 18.87%
$213.3 - $270.78 $620K - $787K
12.5K $3.38M
WMT
Walmart Inc.

Consumer Defensive
-889
- 18.43%
$66.91 - $81.4 $59.5K - $72.4K
3.94K $317K
EMR
Emerson Electric CO

Industrials
-68
- 3.54%
$98.19 - $118.87 $6.68K - $8.08K
1.85K $202K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-386
- 10.4%
$58.03 - $65.37 $22.4K - $25.2K
3.32K $215K
OMFL
Invesco Exchange Traded Self I

ETFs
-65
- 1.5%
$47.65 - $52.99 $3.1K - $3.44K
4.26K $225K
KAPR
Innovator U.S. Small Cap Power

ETFs
-872
- 5.33%
$30.54 - $32.65 $26.6K - $28.5K
15.5K $502K
DRIV
Global X Fds Global X Autonomo

ETFs
-29
- 0.15%
$20.59 - $25.46 $597 - $738
19.7K $463K
XOM
Exxon Mobil Corp

Energy
-62
- 2.12%
$109.72 - $119.0 $6.8K - $7.38K
2.86K $335K
VUSB
Vanguard Bd Index Fds
-585
- 1.55%
N/A
37.1K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
-2.85K
- 21.94%
N/A
10.1K $0
Innovator Etfs Trust
-47
- 0.17%
N/A
27.5K $0
First Tr Exchng Traded Fd Vi
-148
- 0.36%
N/A
41.4K $0
Ark 21 Shares Bitcoin ETF
-959
- 11.17%
N/A
7.63K $0
Ultimus Managers Tr
-348K
- 29.2%
N/A
845K $0
First Tr Exchng Traded Fd Vi
-1.41K
- 9.42%
N/A
13.6K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
-1.81K
- 12.71%
N/A
12.5K $0
Franklin Templeton ETF Tr
-3
- 0.03%
N/A
8.86K $0
First Tr Exchng Traded Fd Vi
-12.5K
- 46.97%
N/A
14.1K $0
Activity Summary
Buys All Purchases 199 New Holdings 68 Increased Positions 131 Sells All Sells 158 Reductions 158 Sold out 0 Options Calls 0 Puts 0
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