Hbw Advisory Services LLC has filed its 13F form on January 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $649 Million distributed in 376 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 $44M, J P Morgan Exchange Traded Fd with a value of $30M, Invesco Qqq Trust, Series 1 with a value of $27.8M, Pacer Fds Tr Us Cash Cows 100 with a value of $22.5M, and Invesco ETF Tr Ii S&P 500 Mome with a value of $15.1M.
Examining the 13F form we can see an increase of $26.8M in the current position value, from $622M to 649M.
Below you can find more details about Hbw Advisory Services LLC portfolio as well as his latest detailed transactions.
Portfolio value
$649 Million
ETFs: $410 Million
Technology: $49.5 Million
Consumer Cyclical: $41.9 Million
Communication Services: $36.7 Million
Financial Services: $26.1 Million
Consumer Defensive: $21.6 Million
Healthcare: $20.1 Million
Industrials: $11.2 Million
Other: $20.2 Million
Stock Holdings Table Market Cap. of $200 Billions or more