StockDriftsStockDriftsTop 50 Hbw Advisory Services LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 5.2% | 83.7K | $57.5M | -0.97%(-819) | $372.26(+91.45%) | 2026-06-30 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 3.85% | 263.2K | $42.5M | +8.21%(+19.96K) | $94.43(+62.35%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 3.82% | 57.4K | $42.3M | +6.72%(+3.61K) | $413.07(+77.33%) | 2026-06-30 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 2.24% | 679.3K | $24.8M | +4.39%(+28.55K) | $30.81(+21.47%) | 2026-06-30 | |
| ACYN | FIRST TR EXCHANGE-TRADED FD | 2.22% | 1.18M | $24.6M | new | $22.31(-6.98%) | 2026-06-30 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 2.12% | 414.6K | $23.4M | -4.24%(-18.34K) | $56.97(+1.61%) | 2026-06-30 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 1.7% | 408.8K | $18.8M | -0.44%(-1.80K) | $46.14(-0.57%) | 2026-06-30 | |
| SPTM | SPDR SERIES TRUST | 1.7% | 206.8K | $18.8M | +2.01%(+4.07K) | $56.66(+66.40%) | 2026-06-30 | |
| COWZ | PACER FDS TR | 1.53% | 272.6K | $17.0M | +1.80%(+4.82K) | $52.58(+32.97%) | 2026-06-30 | |
| PAVE | GLOBAL X FDS | 1.53% | 287.1K | $16.9M | +0.77%(+2.21K) | $28.36(+106.59%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.87% | +43.80% | +8.26% | +48.73% |
| Top 20 Holdings Unweighted | +10.93% | +36.51% | +7.28% | +42.08% |
Hbw Advisory Services LLC reports $1.11B in US-listed equity holdings across 463 positions in its most recent 13F filing. Its largest disclosed positions are VOO (5.2%), SPMO (3.9%) and QQQ (3.8%). The top 20 holdings account for 38.47% of reported assets. Its disclosed equity book has returned +43.80% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Hbw Advisory Services LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1790525). View Hbw Advisory Services LLC’s 13F filings on SEC