Hbw Advisory Services LLC has filed its 13F form on July 02, 2025 for Q2 2025 where it was disclosed a total value porftolio of $726 Million distributed in 399 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $45.8M, Invesco Qqq Trust, Series 1 with a value of $31.7M, J P Morgan Exchange Traded Fd with a value of $29.7M, Invesco ETF Tr Ii S&P 500 Mome with a value of $24.6M, and Pacer Fds Tr Us Cash Cows 100 with a value of $23.1M.
Examining the 13F form we can see an increase of $92.3M in the current position value, from $634M to 726M.
Below you can find more details about Hbw Advisory Services LLC portfolio as well as his latest detailed transactions.
Portfolio value
$726 Million
ETFs: $466 Million
Technology: $63.2 Million
Communication Services: $37.1 Million
Consumer Cyclical: $36.3 Million
Financial Services: $30.1 Million
Consumer Defensive: $23 Million
Healthcare: $21.9 Million
Energy: $10.9 Million
Other: $21.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
