Hbw Advisory Services LLC Portfolio Holdings
Hbw Advisory Services LLC
- $821 Million
- Q4 2025
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 424
- Current Value $821 Million
- Prior Value $789 Million
- Filing
- Period Q4 2025
- Filing Date January 23, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 39 stocks
- Additional Purchases 184 stocks
- Sold out of 0 stocks
- Reduced holdings in 187 stocks