Hbw Advisory Services LLC Portfolio Holdings
Hbw Advisory Services LLC
- $789 Million
- Q3 2025
Hbw Advisory Services LLC has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $789 Million distributed in 417 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 $50.8M, Invesco Qqq Trust, Series 1 with a value of $34.7M, Invesco ETF Tr Ii S&P 500 Mome with a value of $27.8M, J P Morgan Exchange Traded Fd with a value of $27.5M, and Pacer Fds Tr Us Cash Cows 100 with a value of $22.9M.
Examining the 13F form we can see an increase of $62.1M in the current position value, from $726M to 789M.
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 417
- Current Value $789 Million
- Prior Value $726 Million
- Filing
- Period Q3 2025
- Filing Date October 16, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 59 stocks
- Additional Purchases 199 stocks
- Sold out of 0 stocks
- Reduced holdings in 151 stocks