Top 50 Hbw Advisory Services Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 5.33% | 84.6K | $50.5M | +1.90%(+1.58K) | $372.26(+83.32%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.27% | 53.8K | $31.0M | -4.87%(-2.76K) | $397.33(+79.88%) | 2026-03-31 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 2.87% | 243.2K | $27.3M | +5.53%(+12.75K) | $92.64(+57.91%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 2.59% | 432.9K | $24.5M | -5.99%(-27.61K) | $56.97(-1.82%) | 2026-03-31 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 2.32% | 650.8K | $22.0M | +24.18%(+126.71K) | $30.64(+17.89%) | 2026-03-31 | |
| QVOY | ULTIMUS MANAGERS TR | 2.27% | 765.9K | $21.5M | +0.02%(+148) | $25.16(+19.70%) | 2026-03-31 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 1.99% | 410.6K | $18.9M | +141.61%(+240.66K) | $46.14(-0.33%) | 2026-03-31 | |
| COWZ | PACER FDS TR | 1.77% | 267.8K | $16.8M | -14.89%(-46.83K) | $52.41(+20.13%) | 2026-03-31 | |
| SPTM | SPDR SERIES TRUST | 1.69% | 202.8K | $16.0M | +0.69%(+1.40K) | $56.12(+60.18%) | 2026-03-31 | |
| PAVE | GLOBAL X FDS | 1.53% | 284.9K | $14.5M | -19.29%(-68.10K) | $27.61(+104.50%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.98% | +33.03% |
| Top 20 Holdings Unweighted | +8.73% | +28.54% |
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