Hbw Advisory Services LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $821 Million distributed in 424 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 $51.3M, Invesco Qqq Trust, Series 1 with a value of $34.1M, Invesco ETF Tr Ii S&P 500 Mome with a value of $27.2M, J P Morgan Exchange Traded Fd with a value of $26.1M, and Technology Sector Spdr with a value of $25.2M.
Examining the 13F form we can see an increase of $32.4M in the current position value, from $789M to 821M.
Below you can find more details about Hbw Advisory Services LLC portfolio as well as his latest detailed transactions.
Portfolio value
$821 Million
ETFs: $551 Million
Technology: $77.3 Million
Communication Services: $34.1 Million
Consumer Cyclical: $33.5 Million
Financial Services: $31.9 Million
Healthcare: $21.7 Million
Consumer Defensive: $17.8 Million
Industrials: $13.3 Million
Other: $22 Million
Stock Holdings Table Market Cap. of $200 Billions or more
