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Hbw Advisory Services Llc

Portfolio Manager
Hbw Advisory Services Llc
Performance
-4.02% (2026 Q1)
AUM (13F)
$948.79M
# of Holdings
444
Performance Rank
Allocation (Top 20)
37.24%

Hbw Advisory Services Llc Holdings Map

Top 50 Hbw Advisory Services Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VOO
VANGUARD INDEX FDS
5.33%84.6K$50.5M
+1.90%(+1.58K)
2025-Q1: 79.4K shares2025-Q2: 80.6K shares2025-Q3: 83.0K shares2025-Q4: 83.0K shares2026-Q1: 84.6K shares
$372.26(+83.32%)
2026-03-31
QQQ
INVESCO QQQ TR
3.27%53.8K$31.0M
-4.87%(-2.76K)
2025-Q1: 58.0K shares2025-Q2: 57.5K shares2025-Q3: 57.7K shares2025-Q4: 56.5K shares2026-Q1: 53.8K shares
$397.33(+79.88%)
2026-03-31
SPMO
INVESCO EXCH TRADED FD TR II
2.87%243.2K$27.3M
+5.53%(+12.75K)
2025-Q1: 183.2K shares2025-Q2: 218.9K shares2025-Q3: 229.4K shares2025-Q4: 230.5K shares2026-Q1: 243.2K shares
$92.64(+57.91%)
2026-03-31
JEPI
J P MORGAN EXCHANGE TRADED F
2.59%432.9K$24.5M
-5.99%(-27.61K)
2025-Q1: 548.2K shares2025-Q2: 524.4K shares2025-Q3: 481.3K shares2025-Q4: 460.5K shares2026-Q1: 432.9K shares
$56.97(-1.82%)
2026-03-31
BUFR
FIRST TR EXCHNG TRADED FD VI
2.32%650.8K$22.0M
+24.18%(+126.71K)
2025-Q1: 354.9K shares2025-Q2: 389.3K shares2025-Q3: 414.5K shares2025-Q4: 524.0K shares2026-Q1: 650.8K shares
$30.64(+17.89%)
2026-03-31
QVOY
ULTIMUS MANAGERS TR
2.27%765.9K$21.5M
+0.02%(+148)
2025-Q1: 856.0K shares2025-Q2: 814.6K shares2025-Q3: 806.7K shares2025-Q4: 765.7K shares2026-Q1: 765.9K shares
$25.16(+19.70%)
2026-03-31
JPIE
J P MORGAN EXCHANGE TRADED F
1.99%410.6K$18.9M
+141.61%(+240.66K)
2025-Q1: 36.9K shares2025-Q2: 111.0K shares2025-Q3: 134.4K shares2025-Q4: 170.0K shares2026-Q1: 410.6K shares
$46.14(-0.33%)
2026-03-31
COWZ
PACER FDS TR
1.77%267.8K$16.8M
-14.89%(-46.83K)
2025-Q1: 434.6K shares2025-Q2: 419.3K shares2025-Q3: 399.1K shares2025-Q4: 314.6K shares2026-Q1: 267.8K shares
$52.41(+20.13%)
2026-03-31
SPTM
SPDR SERIES TRUST
1.69%202.8K$16.0M
+0.69%(+1.40K)
2025-Q1: 168.9K shares2025-Q2: 183.2K shares2025-Q3: 202.5K shares2025-Q4: 201.4K shares2026-Q1: 202.8K shares
$56.12(+60.18%)
2026-03-31
PAVE
GLOBAL X FDS
1.53%284.9K$14.5M
-19.29%(-68.10K)
2025-Q1: 397.3K shares2025-Q2: 366.4K shares2025-Q3: 361.2K shares2025-Q4: 353.0K shares2026-Q1: 284.9K shares
$27.61(+104.50%)
2026-03-31

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