Hbw Advisory Services LLC Purchases in Q3 2025

Hbw Advisory Services LLC

  • $789 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MRK
Merck & Co., Inc.

Healthcare
592
+ 1.8%
$77.6 - $87.37 $45.9K - $51.7K
33.6K $2.82M
TMO
Thermo Fisher Scientific Inc.

Healthcare
35
+ 1.47%
$404.94 - $499.99 $14.2K - $17.5K
2.41K $1.17M
CGUS
Capital Group Core Equity ETF
2.61K
+ 6.67%
$36.89 - $39.72 $96.4K - $104K
41.8K $1.65M
GBIL
Goldman Sachs Access Treasury

ETFs
2K
New
$99.82 - $100.23 $200K - $201K
2K $200K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
627
New
$256.21 - $323.54 $161K - $203K
627 $200K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.64K
New
$70.85 - $76.96 $187K - $203K
2.64K $200K
CDNS
Cadence Design Systems Inc

Technology
307
+ 14.98%
$309.46 - $373.37 $95K - $115K
2.36K $827K
MCD
Mcdonalds Corp

Consumer Cyclical
184
+ 1.56%
$291.67 - $316.99 $53.7K - $58.3K
11.9K $3.63M
META
Meta Platforms, Inc.

Communication Services
306
+ 2.59%
$695.21 - $791.73 $213K - $242K
12.1K $8.9M
HOOD
Robinhood Markets, Inc.

Technology
254
+ 9.08%
$91.27 - $143.18 $23.2K - $36.4K
3.05K $436K
FEMB
First Tr ETF Emerging Markets

ETFs
5.41K
+ 54.92%
$28.3 - $29.79 $153K - $161K
15.3K $447K
XLU
Utilities Sector Spdr

ETFs
1.11K
+ 10.23%
$81.14 - $87.32 $89.9K - $96.8K
11.9K $1.04M
EMR
Emerson Electric CO

Industrials
1.22K
+ 62.02%
$128.6 - $149.63 $157K - $183K
3.19K $418K
ADBE
Adobe Inc.

Technology
1.05K
+ 16.78%
$333.65 - $392.1 $350K - $411K
7.3K $2.57M
KRE
Spdr S&P Regional Banking ETF

ETFs
1.98K
+ 31.08%
$58.82 - $66.17 $117K - $131K
8.36K $529K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
198
+ 1.98%
$138.08 - $151.2 $27.3K - $29.9K
10.2K $1.54M
IWY
Ishares Tr Russell 200 Growth

ETFs
388
+ 29.92%
$243.93 - $275.62 $94.6K - $107K
1.69K $461K
PG
Procter & Gamble CO

Consumer Defensive
1.2K
+ 15.25%
$150.47 - $161.22 $181K - $193K
9.07K $1.39M
MU
Micron Technology Inc

Technology
70
+ 2.55%
$104.88 - $168.89 $7.34K - $11.8K
2.82K $471K
TQQQ
Proshares Ultrapro Qqq

ETFs
256
+ 5.64%
$80.89 - $104.72 $20.7K - $26.8K
4.8K $496K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
506
+ 2.75%
$79.76 - $85.78 $40.4K - $43.4K
18.9K $1.6M
RTX
Raytheon Technologies Corp

Industrials
211
+ 4.96%
$144.19 - $167.33 $30.4K - $35.3K
4.47K $747K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
542
+ 15.35%
$89.32 - $107.82 $48.4K - $58.4K
4.07K $439K
MGC
Vanguard Mega Cap ETF

ETFs
289
+ 11.85%
$224.2 - $245.55 $64.8K - $71K
2.73K $665K
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
2.47K
+ 12.49%
$61.15 - $64.13 $151K - $158K
22.2K $1.38M
PJAN
Innovator U.S. Equity Power Bu

ETFs
265
+ 0.48%
$43.95 - $45.8 $11.6K - $12.1K
54.9K $2.52M
COPX
Global X Copper Miners ETF

ETFs
15
+ 0.19%
$42.75 - $59.81 $641 - $897
7.76K $463K
PDI
Pimco Dynamic Income Fund

Financial Services
4.79K
+ 19.58%
$18.85 - $20.07 $90.3K - $96.1K
29.3K $579K
AJG
Arthur J. Gallagher & Co.

Financial Services
398
+ 37.13%
$284.17 - $319.49 $113K - $127K
1.47K $455K
CTAS
Cintas Corp

Industrials
632
+ 51.09%
$199.29 - $226.27 $126K - $143K
1.87K $383K
XOM
Exxon Mobil Corp

Energy
711
+ 13.5%
$105.83 - $117.22 $75.2K - $83.3K
5.98K $674K
FMB
First Tr Exchange Traded Fd Ii

ETFs
1.96K
+ 42.97%
$49.32 - $50.93 $96.5K - $99.6K
6.51K $329K
D
Dominion Energy, Inc

Utilities
689
+ 5.38%
$56.32 - $62.1 $38.8K - $42.8K
13.5K $824K
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
2.14K
+ 22.47%
$47.36 - $47.65 $101K - $102K
11.6K $551K
BOTZ
Global X Fds

ETFs
1.61K
+ 11.14%
$32.14 - $35.96 $51.6K - $57.7K
16K $567K
XLV
Select Sector Spdr Fund Health

ETFs
24
+ 0.14%
$129.01 - $139.72 $3.1K - $3.35K
17.5K $2.43M
KO
Coca Cola CO

Consumer Defensive
2.38K
+ 16.35%
$65.67 - $71.67 $156K - $170K
16.9K $1.12M
NOW
Service Now, Inc.

Technology
344
+ 16.44%
$850.86 - $1044.69 $293K - $359K
2.44K $2.24M
DELL
Dell Technologies Inc.

Technology
386
+ 21.35%
$120.96 - $141.77 $46.7K - $54.7K
2.19K $311K
TDIV
First Trust Nasdaq Technology

ETFs
450
+ 8.77%
$89.27 - $100.33 $40.2K - $45.1K
5.58K $550K
USRT
Ishares Core U.S. Reit ETF

ETFs
692
+ 3.61%
$55.64 - $59.37 $38.5K - $41.1K
19.9K $1.17M
XLI
Industrial Sector Spdr

ETFs
20
+ 0.16%
$147.94 - $154.99 $2.96K - $3.1K
12.6K $1.94M
VZ
Verizon Communications Inc

Communication Services
783
+ 1.01%
$40.84 - $45.06 $32K - $35.3K
78.6K $3.46M
BAR
Granite Shares Gold Trust

ETFs
907
+ 10.04%
$32.23 - $38.06 $29.2K - $34.5K
9.94K $378K
FXU
First Tr Exchange Traded Fd Ut

ETFs
1.16K
+ 13.36%
$41.97 - $45.5 $48.8K - $52.9K
9.86K $448K
DFIV
Dimensional ETF Tr

ETFs
93
+ 0.41%
$42.66 - $46.53 $3.97K - $4.33K
22.5K $1.04M
VO
Vanguard Mid Cap ETF

ETFs
124
+ 4.71%
$279.83 - $293.74 $34.7K - $36.4K
2.76K $810K
ACM
Aecom

Industrials
55
+ 1.42%
$111.08 - $132.99 $6.11K - $7.31K
3.93K $512K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
787
+ 7.56%
$52.12 - $55.33 $41K - $43.5K
11.2K $619K
Activity Summary
Buys All Purchases 258 New Holdings 59 Increased Positions 199 Sells All Sells 151 Reductions 151 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Hbw Advisory Services LLC Portfolio

Follow Hbw Advisory Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hbw Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hbw Advisory Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email