Hbw Advisory Services LLC Closed Holding Positions

Hbw Advisory Services LLC

  • $622 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PFFV
Global X Variable Rate Preferr

Technology
Q2 2022 Filed on Jul 13, 2022
7,875
$23.54 - $25.97 $185K - $205K
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
Q2 2022 Filed on Jul 13, 2022
1,812
$79.2 - $114.46 $144K - $207K
VAW
Vanguard Materials ETF

ETFs
Q2 2022 Filed on Jul 13, 2022
1,555
$159.63 - $199.49 $248K - $310K
MA
Mastercard Inc

Financial Services
Q2 2022 Filed on Jul 13, 2022
1,111
$308.78 - $378.83 $343K - $421K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
Q2 2022 Filed on Jul 13, 2022
3,783
$81.27 - $102.58 $307K - $388K
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
Q2 2022 Filed on Jul 13, 2022
20,742
$12.12 - $14.0 $251K - $290K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
Q2 2022 Filed on Jul 13, 2022
8,891
$39.7 - $46.11 $353K - $410K
K
Kellogg CO

Consumer Defensive
Q2 2022 Filed on Jul 13, 2022
5,212
$65.31 - $74.53 $340K - $388K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q2 2022 Filed on Jul 13, 2022
4,585
$27.2 - $48.94 $125K - $224K
Cerner Corp
Q2 2022 Filed on Jul 13, 2022
16,938
N/A
GNRC
Generac Holdings Inc.

Industrials
Q2 2022 Filed on Jul 13, 2022
936
$204.62 - $316.01 $192K - $296K
ROKU
Roku, Inc

Communication Services
Q2 2022 Filed on Jul 13, 2022
1,752
$73.25 - $134.59 $128K - $236K
TQQQ
Proshares Ultrapro Qqq

ETFs
Q2 2022 Filed on Jul 13, 2022
3,467
$21.86 - $61.55 $75.8K - $213K
FANG
Diamondback Energy, Inc.

Energy
Q2 2022 Filed on Jul 13, 2022
4,439
$119.24 - $160.4 $529K - $712K
TOL
Toll Brothers, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 13, 2022
4,858
$41.53 - $51.1 $202K - $248K
FCAL
First Tr Iii Calif Mun High In

ETFs
Q2 2022 Filed on Jul 13, 2022
4,100
$47.85 - $51.04 $196K - $209K
FSTA
Fidelity Covington Tr Msci Con

ETFs
Q2 2022 Filed on Jul 13, 2022
86,302
$41.08 - $48.6 $3.55M - $4.19M
RGI
Invesco S&P 500 Equal Weight I

ETFs
Q2 2022 Filed on Jul 13, 2022
1,088
N/A
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
Q1 2022 Filed on Apr 18, 2022
2,361
$79.77 - $93.68 $188K - $221K
FDX
Fedex Corp

Industrials
Q1 2022 Filed on Apr 18, 2022
819
$201.09 - $264.91 $165K - $217K
PSA
Public Storage

Real Estate
Q1 2022 Filed on Apr 18, 2022
1,548
$342.38 - $396.47 $530K - $614K
PWZ
Invesco California Amt Free Mu

ETFs
Q1 2022 Filed on Apr 18, 2022
7,990
$25.72 - $27.89 $206K - $223K
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
Q1 2022 Filed on Apr 18, 2022
39,320
$50.0 - $54.64 $1.97M - $2.15M
SCHP
Schwab Strategic Us Tips ETF

ETFs
Q1 2022 Filed on Apr 18, 2022
8,511
$59.94 - $62.99 $510K - $536K
F
Ford Motor CO

Consumer Cyclical
Q1 2022 Filed on Apr 18, 2022
11,511
$15.74 - $25.19 $181K - $290K
NOC
Northrop Grumman Corp

Industrials
Q1 2022 Filed on Apr 18, 2022
982
$369.75 - $477.95 $363K - $469K
CARZ
First Trust ETF Ii First Tr S
Q1 2022 Filed on Apr 18, 2022
7,757
N/A
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
Q1 2022 Filed on Apr 18, 2022
7,026
$33.7 - $38.42 $237K - $270K
Hive Blockchain Technlgies L
Q1 2022 Filed on Apr 18, 2022
15,045
N/A
PBP
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on Apr 18, 2022
40,056
$21.72 - $23.32 $870K - $934K
BAR
Granite Shares Gold Trust

ETFs
Q1 2022 Filed on Apr 18, 2022
10,159
$17.74 - $20.35 $180K - $207K
SQ
Block, Inc.

Technology
Q1 2022 Filed on Apr 18, 2022
1,559
$88.72 - $164.03 $138K - $256K
MU
Micron Technology Inc

Technology
Q1 2022 Filed on Apr 18, 2022
2,231
$69.4 - $97.36 $155K - $217K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q1 2022 Filed on Apr 18, 2022
852
$234.1 - $296.68 $199K - $253K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
Q1 2022 Filed on Apr 18, 2022
9,010
$49.11 - $61.67 $442K - $556K
IVW
Ishares S&P 500 Growth ETF

ETFs
Q1 2022 Filed on Apr 18, 2022
2,602
$68.33 - $84.32 $178K - $219K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
Q1 2022 Filed on Apr 18, 2022
15,317
$30.13 - $38.07 $462K - $583K
UPRO
Proshares Trust Proshares Ultr

ETFs
Q1 2022 Filed on Apr 18, 2022
1,481
$49.85 - $77.61 $73.8K - $115K
UPST
Upstart Holdings, Inc.

Financial Services
Q4 2021 Filed on Jan 11, 2022
640
$131.5 - $390.0 $84.2K - $250K
FBT
First Trust Nyse Arca Biotechn

ETFs
Q4 2021 Filed on Jan 11, 2022
12,472
$153.09 - $169.84 $1.91M - $2.12M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
Q4 2021 Filed on Jan 11, 2022
10,831
$40.28 - $40.45 $436K - $438K
MAN
Manpower Group Inc.

Industrials
Q4 2021 Filed on Jan 11, 2022
2,059
$89.0 - $113.54 $183K - $234K
JNK
Spdr Bloomberg High Yield Bond

ETFs
Q4 2021 Filed on Jan 11, 2022
2,698
$106.55 - $109.3 $287K - $295K
PFF
Ishares Trust Ishares Pfd And

ETFs
Q4 2021 Filed on Jan 11, 2022
21,713
$38.29 - $39.43 $831K - $856K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q4 2021 Filed on Jan 11, 2022
24,073
$111.96 - $177.7 $2.7M - $4.28M
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
Q4 2021 Filed on Jan 11, 2022
9,055
$172.32 - $198.86 $1.56M - $1.8M
CWB
Spdr Bloomberg Convertible Sec

ETFs
Q4 2021 Filed on Jan 11, 2022
9,761
$80.7 - $89.51 $788K - $874K
AXP
American Express CO

Financial Services
Q4 2021 Filed on Jan 11, 2022
1,607
$150.06 - $187.08 $241K - $301K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
Q4 2021 Filed on Jan 11, 2022
39,950
$13.45 - $22.71 $537K - $907K
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