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
Top Buys
F
FTHIFIRST TR EXCHANGE TRADED FD+$5.1M
V
VOOVANGUARD INDEX FDS+$5.1M
G
GSEPFIRST TR EXCHNG TRADED FD VI+$3.9M
A
AIRRFIRST TR EXCHANGE TRADED FD+$3.5M
R
RDVYFIRST TR EXCHANGE TRADED FD+$3.4M
Top Sells
U
UCONFIRST TR EXCHNG TRADED FD VI-$5.5M
H
HYLSFIRST TR EXCHANGE-TRADED FD-$5.3M
C
CALFPACER FDS TR-$4.0M
J
JEPIJ P MORGAN EXCHANGE TRADED F-$2.3M
G
GNOVFIRST TR EXCHNG TRADED FD VI-$2.3M
Top Holdings
V
VOOVANGUARD INDEX FDS+5.7%$50.8M
Q
QQQINVESCO QQQ TR+3.9%$34.7M
S
SPMOINVESCO EXCH TRADED FD TR II+3.1%$27.8M
J
JEPIJ P MORGAN EXCHANGE TRADED F+3.1%$27.5M
Q
QVOYULTIMUS MANAGERS TR+2.6%$23.1M
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%