Hbw Advisory Services LLC has filed its 13F form on April 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $634 Million distributed in 386 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 $40.6M, J P Morgan Exchange Traded Fd with a value of $31.1M, Invesco Qqq Trust, Series 1 with a value of $27.2M, Pacer Fds Tr Us Cash Cows 100 with a value of $23.6M, and Invesco ETF Tr Ii S&P 500 Mome with a value of $16.9M.
Examining the 13F form we can see an decrease of $14.6M in the current position value, from $649M to 634M.
Below you can find more details about Hbw Advisory Services LLC portfolio as well as his latest detailed transactions.
Portfolio value
$634 Million
ETFs: $408 Million
Technology: $36.9 Million
Communication Services: $35.9 Million
Consumer Cyclical: $34 Million
Financial Services: $26.6 Million
Consumer Defensive: $25.8 Million
Healthcare: $24.9 Million
Energy: $11.8 Million
Other: $19.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions