Hbw Advisory Services LLC Portfolio Holdings
Hbw Advisory Services LLC
- $622 Million
- Q3 2024
Hbw Advisory Services LLC has filed its 13F form on October 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $622 Million distributed in 362 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 $41.8M, J P Morgan Exchange Traded Fd with a value of $32.4M, Invesco Qqq Trust, Series 1 with a value of $25.6M, Pacer Fds Tr Us Cash Cows 100 with a value of $21.9M, and Global X Fds Us Infrastructure with a value of $14.9M.
Examining the 13F form we can see an increase of $72.2M in the current position value, from $550M to 622M.
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 362
- Current Value $622 Million
- Prior Value $550 Million
- Filing
- Period Q3 2024
- Filing Date October 04, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 68 stocks
- Additional Purchases 131 stocks
- Sold out of 0 stocks
- Reduced holdings in 158 stocks