Hbw Advisory Services LLC Portfolio Holdings
Hbw Advisory Services LLC
- $634 Million
- Q1 2025
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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 386
- Current Value $634 Million
- Prior Value $649 Million
- Filing
- Period Q1 2025
- Filing Date April 09, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 54 stocks
- Additional Purchases 182 stocks
- Sold out of 0 stocks
- Reduced holdings in 136 stocks