Hbw Advisory Services LLC Top Holdings and 13F Report (2024)

→ Forget AI, Imperium Is Expected to Grow 320,00% in 3 Years (From Banyan Hill Publishing) (Ad)

About Hbw Advisory Services LLC

Investment Activity

Hbw Advisory Services LLC has $534.72 thousand in total holdings as of March 31, 2024.
Hbw Advisory Services LLC owns shares of 303 different stocks, but just 98 companies or ETFs make up 80% of its holdings.
This quarter, Hbw Advisory Services LLC has purchased 303 new stocks and bought additional shares in 0 stocks.
Hbw Advisory Services LLC sold shares of 0 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Q3 All-Season Active Rotation ETF: $31,843
Vanguard S&P 500 ETF: $30,387
JPMorgan Equity Premium Income ETF: $24,000
Invesco QQQ: $12,813
SPDR Portfolio Short Term Treasury ETF: $9,077

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Change in Shares	Shares Held	% of Portfolio	Sector
QVOY Q3 All-Season Active Rotation ETF	$31,843	0.0%	1,158,983	6.0%	ETF
VOO Vanguard S&P 500 ETF	$30,387	0.0%	69,569	5.7%	ETF
JEPI JPMorgan Equity Premium Income ETF	$24,000	0.0%	436,522	4.5%	ETF
QQQ Invesco QQQ	$12,813	0.0%	31,288	2.4%	Finance
SPTS SPDR Portfolio Short Term Treasury ETF	$9,077	0.0%	312,456	1.7%	ETF
AAPL Apple	$8,923	0.0%	46,346	1.7%	Computer and Technology
MSFT Microsoft	$8,297	0.0%	22,066	1.6%	Computer and Technology
VYM Vanguard High Dividend Yield ETF	$8,022	0.0%	71,859	1.5%	ETF
COWZ Pacer US Cash Cows 100 ETF	$7,764	0.0%	149,331	1.5%	ETF
SCHD Schwab US Dividend Equity ETF	$7,693	0.0%	101,052	1.4%	ETF
AMZN Amazon.com	$7,073	0.0%	46,551	1.3%	Retail/Wholesale
FIXD First Trust TCW Opportunistic Fixed Income ETF	$6,929	0.0%	155,340	1.3%	Manufacturing
MOAT VanEck Morningstar Wide Moat ETF	$5,678	0.0%	66,902	1.1%	ETF
PAVE Global X U.S. Infrastructure Development ETF	$5,594	0.0%	162,325	1.0%	ETF
CRM Salesforce	$5,292	0.0%	20,111	1.0%	Computer and Technology
QYLD Global X Nasdaq 100 Covered Call ETF	$5,192	0.0%	299,430	1.0%	Manufacturing
HYLS First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF	$5,167	0.0%	124,290	1.0%	Manufacturing
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$5,013	0.0%	85,771	0.9%	ETF
GINN Goldman Sachs Innovate Equity ETF	$4,918	0.0%	93,699	0.9%	ETF
V Visa	$4,842	0.0%	18,600	0.9%	Business Services
XLK Technology Select Sector SPDR Fund	$4,817	0.0%	25,027	0.9%	ETF
UNH UnitedHealth Group	$4,693	0.0%	8,915	0.9%	Medical
CMCSA Comcast	$4,576	0.0%	1,034,349	0.9%	Consumer Discretionary
UNP Union Pacific	$4,535	0.0%	18,462	0.8%	Transportation
REAVES UTIL INCOME FD	$4,484	0.0%	167,701	0.8%	COM SH BEN INT
SPSB SPDR Portfolio Short Term Corporate Bond ETF	$4,444	0.0%	149,242	0.8%	ETF
INTU Intuit	$4,348	0.0%	6,956	0.8%	Computer and Technology
GOOGL Alphabet	$4,290	0.0%	30,710	0.8%	Communication Services
O Realty Income	$4,223	0.0%	73,552	0.8%	Finance
CI The Cigna Group	$4,036	0.0%	13,476	0.8%	Medical
FVD First Trust Value Line Dividend Index Fund	$3,938	0.0%	97,101	0.7%	ETF
TSLA Tesla	$3,934	0.0%	15,834	0.7%	Auto/Tires/Trucks
PYPL PayPal	$3,914	0.0%	63,727	0.7%	Computer and Technology
SPAB SPDR Portfolio Aggregate Bond ETF	$3,857	0.0%	150,411	0.7%	ETF
AVGO Broadcom	$3,849	0.0%	3,448	0.7%	Computer and Technology
EBIZ Global X E-Commerce ETF	$3,847	0.0%	181,540	0.7%	Manufacturing
NKE NIKE	$3,842	0.0%	35,389	0.7%	Consumer Discretionary
SBUX Starbucks	$3,832	0.0%	39,912	0.7%	Retail/Wholesale
DIS Walt Disney	$3,752	0.0%	41,551	0.7%	Consumer Discretionary
RSP Invesco S&P 500 Equal Weight ETF	$3,682	0.0%	23,336	0.7%	ETF
DG Dollar General	$3,635	0.0%	26,741	0.7%	Consumer Defensive
MILN Global X Millennial Consumer ETF	$3,536	0.0%	99,747	0.7%	Manufacturing
STIP iShares 0-5 Year TIPS Bond ETF	$3,501	0.0%	35,515	0.7%	ETF
QTEC First Trust NASDAQ 100 Technology Index Fund	$3,455	0.0%	19,692	0.6%	Manufacturing
PEP PepsiCo	$3,402	0.0%	20,028	0.6%	Consumer Staples
XAR SPDR S&P Aerospace & Defense ETF	$3,372	0.0%	24,904	0.6%	ETF
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$3,297	0.0%	46,912	0.6%	Manufacturing
GCOW Pacer Global Cash Cows Dividend ETF	$3,256	0.0%	95,019	0.6%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$3,254	0.0%	95,671	0.6%	ETF
LOW Lowe's Companies	$3,134	0.0%	14,082	0.6%	Retail/Wholesale
ARKK ARK Innovation ETF	$3,009	0.0%	57,834	0.6%	ETF
AIRR First Trust RBA American Industrial Renaissance ETF	$2,918	0.0%	50,450	0.5%	Manufacturing
MCD McDonald's	$2,890	0.0%	9,747	0.5%	Retail/Wholesale
T AT&T	$2,879	0.0%	171,556	0.5%	Computer and Technology
PJUL Innovator U.S. Equity Power Buffer ETF - July	$2,750	0.0%	75,989	0.5%	ETF
VXF Vanguard Extended Market ETF	$2,748	0.0%	16,712	0.5%	ETF
VZ Verizon Communications	$2,720	0.0%	72,166	0.5%	Computer and Technology
BRK.B Berkshire Hathaway	$2,697	0.0%	7,561	0.5%	Finance
QQQM Invesco NASDAQ 100 ETF	$2,695	0.0%	15,990	0.5%	ETF
LMT Lockheed Martin	$2,593	0.0%	5,722	0.5%	Aerospace
ENB Enbridge	$2,587	0.0%	71,812	0.5%	Oils/Energy
MGC Vanguard Mega Cap ETF	$2,569	0.0%	15,174	0.5%	ETF
SPEM SPDR Portfolio Emerging Markets ETF	$2,520	0.0%	71,146	0.5%	ETF
BBIN JPMorgan BetaBuilders International Equity ETF	$2,460	0.0%	47,183	0.5%	ETF
C Citigroup	$2,447	0.0%	47,568	0.5%	Finance
OMC Omnicom Group	$2,401	0.0%	27,752	0.4%	Business Services
PAYC Paycom Software	$2,380	0.0%	11,513	0.4%	Computer and Technology
AIQ Global X Future Analytics Tech ETF	$2,282	0.0%	73,188	0.4%	ETF
CGGR Capital Group Growth ETF	$2,252	0.0%	79,771	0.4%	ETF
META Meta Platforms	$2,252	0.0%	6,363	0.4%	Computer and Technology
MDT Medtronic	$2,243	0.0%	27,226	0.4%	Medical
MO Altria Group	$2,224	0.0%	55,142	0.4%	Consumer Staples
XLC Communication Services Select Sector SPDR Fund	$2,190	0.0%	30,138	0.4%	ETF
TXN Texas Instruments	$2,183	0.0%	12,809	0.4%	Computer and Technology
WPC W. P. Carey	$2,163	0.0%	33,383	0.4%	Finance
VUSB Vanguard Ultra-Short Bond ETF	$2,143	0.0%	43,342	0.4%	ETF
AMGN Amgen	$2,106	0.0%	7,310	0.4%	Medical
CLOU Global X Cloud Computing ETF	$2,103	0.0%	92,803	0.4%	Manufacturing
CALF Pacer US Small Cap Cash Cows 100 ETF	$2,092	0.0%	43,550	0.4%	ETF
MMM 3M	$2,082	0.0%	19,043	0.4%	Multi-Sector Conglomerates
ADP Automatic Data Processing	$2,060	0.0%	8,843	0.4%	Business Services
QUS SPDR MSCI USA StrategicFactors ETF	$2,058	0.0%	15,580	0.4%	ETF
LYB LyondellBasell Industries	$2,016	0.0%	21,203	0.4%	Basic Materials
UL Unilever	$2,004	0.0%	41,350	0.4%	Consumer Staples
DGRO iShares Core Dividend Growth ETF	$1,979	0.0%	36,766	0.4%	ETF
RDVY First Trust NASDAQ Rising Dividend Achievers	$1,967	0.0%	38,062	0.4%	Manufacturing
VHT Vanguard Health Care ETF	$1,966	0.0%	7,842	0.4%	ETF
GOOG Alphabet	$1,938	0.0%	13,750	0.4%	Computer and Technology
CGGO Capital Group Global Growth Equity ETF	$1,889	0.0%	73,426	0.4%	ETF
WHR Whirlpool	$1,831	0.0%	15,032	0.3%	Consumer Discretionary
PM Philip Morris International	$1,824	0.0%	19,385	0.3%	Consumer Staples
AEP American Electric Power	$1,801	0.0%	22,171	0.3%	Utilities
XYLD Global X S&P 500 Covered Call ETF	$1,782	0.0%	45,175	0.3%	ETF
BUFR FT Vest Fund of Buffer ETFs	$1,719	0.0%	64,690	0.3%	ETF
XLV Health Care Select Sector SPDR Fund	$1,679	0.0%	12,314	0.3%	ETF
FIRST TR EXCHNG TRADED FD VI	$1,631	0.0%	50,846	0.3%	FT CBOE VEST U S
SMH VanEck Semiconductor ETF	$1,585	0.0%	9,062	0.3%	Manufacturing
VWO Vanguard FTSE Emerging Markets ETF	$1,568	0.0%	38,138	0.3%	ETF
EDOW First Trust Dow 30 Equal Weight ETF	$1,554	0.0%	8,329	0.3%	ETF
SPY SPDR S&P 500 ETF Trust	$1,533	0.0%	5,768	0.3%	Finance

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data:

Get 30 Days of MarketBeat All Access Free

Best-in-Class Portfolio Monitoring
View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio.
Stock Ideas and Recommendations
Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report.
Advanced Stock Screeners and Research Tools
Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis.

Start Your 30-Day Free Trial

Hbw Advisory Services LLC Top Holdings and 13F Report (2024)

About Hbw Advisory Services LLC

Investment Activity

Largest Holdings

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Hbw Advisory Services LLC Top Holdings and 13F Report (2024)

About Hbw Advisory Services LLC

Investment Activity

Largest Holdings

Sector Allocation Over Time

Map of 500 Largest Holdings ofHbw Advisory Services LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information