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HBW Advisory Services LLC
CIK:0001790525
Investment Adviser
$1B AUM
416 holdings
Simi Valley, CA, USA
HBW Advisory Services LLC is an investment advisory firm with a focus on wealth management and investment strategies. It files Form 13F with the SEC, detailing its holdings.
Investment Strategy
Not Found
Latest 13F Filing Activity
HBW Advisory Services LLC filed their most recent 13F report on Sep 30, 2025 disclosing 403 equity positions with a total 13F market value of $889M. The fund increased holdings in First TR Exchange Traded FD, Vanguard Index FDS, First TR Exchng Traded FD VI among other positions. HBW Advisory Services LLC reduced exposure to First TR Exchng Traded FD VI, First TR Exchange-traded FD, Pacer FDS TR among others.
Top Buys
Top Holdings
Equity Positions (403)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 5.72% | $50.8M | 83,025 | $432.38 | $612.38 | +$5.1M |
Q QQQ | INVESCO QQQ TR | 3.90% | $34.7M | 57,732 | $405.98 | $600.37 | +$2.9M |
S SPMO | INVESCO EXCH TRADED FD TR II | 3.13% | $27.8M | 229,405 | $95.86 | $121.06 | +$3.2M |
J JEPI | J P MORGAN EXCHANGE TRADED F | 3.09% | $27.5M | 481,341 | $56.43 | $57.10 | -$2.3M |
Q QVOY | ULTIMUS MANAGERS TR | 2.60% | $23.1M | 806,653 | $25.14 | $28.59 | +$1.6M |
Industry Allocation
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+3.2%
SERVICES-PREPACKAGED SOFTWARE
+3.1%
SEMICONDUCTORS & RELATED DEVICES
+2.2%
ELECTRONIC COMPUTERS
+1.4%
SERVICES-BUSINESS SERVICES, NEC
+1.4%
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