Hbw Advisory Services LLC has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $789 Million distributed in 417 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 $50.8M, Invesco Qqq Trust, Series 1 with a value of $34.7M, Invesco ETF Tr Ii S&P 500 Mome with a value of $27.8M, J P Morgan Exchange Traded Fd with a value of $27.5M, and Pacer Fds Tr Us Cash Cows 100 with a value of $22.9M.
Examining the 13F form we can see an increase of $62.1M in the current position value, from $726M to 789M.
Below you can find more details about Hbw Advisory Services LLC portfolio as well as his latest detailed transactions.
Portfolio value
$789 Million
ETFs: $507 Million
Technology: $72.4 Million
Communication Services: $39.8 Million
Consumer Cyclical: $37.4 Million
Financial Services: $33.2 Million
Healthcare: $23.5 Million
Consumer Defensive: $20.3 Million
Industrials: $12.6 Million
Other: $25.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions