Hbw Advisory Services LLC Incresed Positions in Q4 2024

Hbw Advisory Services LLC

  • $649 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
800
+ 3.65%
$406.35 - $454.46 $325K - $364K
22.7K $9.57M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.61K
+ 1.15%
N/A
142K $12.2M
XAR
Spdr S&P Aerospace & Defense E

ETFs
806
+ 156.5%
$153.8 - $176.52 $124K - $142K
1.32K $219K
RVNU
Xtrackers Municipal Infrastruc

ETFs
5.71K
+ 58.18%
$25.17 - $26.23 $144K - $150K
15.5K $392K
ET
Energy Transfer LP

Energy
2.18K
+ 8.56%
$16.05 - $19.86 $35K - $43.3K
27.7K $541K
BNDX
Vanguard Total International B

ETFs
2.83K
+ 45.48%
$48.91 - $50.61 $139K - $143K
9.06K $444K
FDVV
Fidelity High Dividend ETF

ETFs
3.3K
+ 6.98%
$49.66 - $52.63 $164K - $173K
50.5K $2.52M
MO
Altria Group, Inc.

Consumer Defensive
1.06K
+ 1.78%
$49.06 - $57.74 $52K - $61.1K
60.5K $3.16M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
2.6K
+ 37.14%
$47.5 - $47.86 $123K - $124K
9.58K $455K
IWF
Ishares Russell 1000 Gr ETF

ETFs
93
+ 3.13%
$370.24 - $418.94 $34.4K - $39K
3.06K $1.23M
IOO
Ishares Tr Global 100 ETF

ETFs
985
+ 12.85%
$97.46 - $103.45 $96K - $102K
8.65K $871K
VDE
Vanguard Energy ETF

ETFs
1K
+ 9.87%
$116.67 - $136.78 $117K - $137K
11.2K $1.36M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
11.9K
+ 7.24%
$24.94 - $26.14 $296K - $310K
176K $4.39M
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
2.94K
+ 25.41%
$58.4 - $64.37 $172K - $189K
14.5K $851K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.15K
+ 1.7%
$126.68 - $134.74 $146K - $155K
68.9K $8.8M
VUG
Vanguard Growth ETF

ETFs
27
+ 0.77%
$378.79 - $428.11 $10.2K - $11.6K
3.53K $1.45M
EPD
Enterprise Products Partners L.P.

Energy
1.17K
+ 4.56%
$28.66 - $34.43 $33.4K - $40.1K
26.7K $837K
MS
Morgan Stanley

Financial Services
317
+ 14.72%
$104.42 - $134.99 $33.1K - $42.8K
2.47K $310K
XLP
Consumer Staples Sector Spdr

ETFs
1.09K
+ 6.3%
N/A
18.5K $1.4M
VHT
Vanguard Health Care ETF

ETFs
492
+ 30.11%
$250.81 - $283.3 $123K - $139K
2.13K $539K
COST
Costco Wholesale Corp

Consumer Defensive
38
+ 2.6%
$873.59 - $994.69 $33.2K - $37.8K
1.5K $1.37M
PANW
Palo Alto Networks Inc

Technology
1.26K
+ 131.21%
$181.96 - $405.9 $229K - $510K
2.22K $403K
NOW
Service Now, Inc.

Technology
31
+ 13.19%
$867.18 - $1148.42 $26.9K - $35.6K
266 $281K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
903
+ 2.42%
$30.04 - $32.01 $27.1K - $28.9K
38.2K $1.2M
ANET
Arista Networks, Inc.

Technology
2.41K
+ 329.1%
$104.78 - $431.02 $252K - $1.04M
3.14K $347K
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
2K
+ 15.9%
$28.48 - $29.56 $57K - $59.1K
14.6K $427K
IWY
Ishares Tr Russell 200 Growth

ETFs
114
+ 4.77%
$216.72 - $244.71 $24.7K - $27.9K
2.51K $589K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
958
+ 8.18%
$65.67 - $69.79 $62.9K - $66.9K
12.7K $849K
PJAN
Innovator U.S. Equity Power Bu

ETFs
269
+ 0.51%
$41.16 - $42.25 $11.1K - $11.4K
53.3K $2.25M
VIRT
Virtu Financial, Inc.

Financial Services
509
+ 6.82%
$30.43 - $37.95 $15.5K - $19.3K
7.97K $284K
AIQ
Global X Funds Global X Artifi

ETFs
84
+ 0.26%
$36.57 - $40.57 $3.07K - $3.41K
31.8K $1.23M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.9K
+ 4.12%
$80.93 - $85.66 $154K - $163K
48K $3.88M
MGK
Vanguard Mega Cap Growth ETF

ETFs
70
+ 6.27%
$316.94 - $357.88 $22.2K - $25.1K
1.19K $407K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
1.1K
+ 33.27%
$64.85 - $73.04 $71.3K - $80.3K
4.41K $288K
IWM
Ishares Russell 2000 ETF

ETFs
215
+ 9.38%
$216.13 - $242.4 $46.5K - $52.1K
2.51K $553K
BALT
Innovator Etfs Tr
1.19K
+ 8.61%
$30.76 - $31.55 $36.7K - $37.6K
15K $472K
MBB
Ishares Tr

ETFs
606
+ 25.57%
$91.26 - $95.82 $55.3K - $58.1K
2.98K $272K
COF
Capital One Financial Corp

Financial Services
12
+ 0.82%
$145.19 - $192.01 $1.74K - $2.3K
1.47K $262K
CPRT
Copart Inc

Consumer Cyclical
133
+ 1.9%
$51.36 - $63.8 $6.83K - $8.49K
7.12K $408K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
394
+ 3.7%
$66.77 - $71.52 $26.3K - $28.2K
11K $761K
RDVY
First Trust Rising Dividend Ac

ETFs
856
+ 0.83%
$58.65 - $64.37 $50.2K - $55.1K
103K $6.12M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
2.21K
+ 17.33%
$23.63 - $26.47 $52.2K - $58.4K
14.9K $354K
EMR
Emerson Electric CO

Industrials
122
+ 6.58%
$108.13 - $134.33 $13.2K - $16.4K
1.98K $244K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
87
+ 8.17%
$417.69 - $450.94 $36.3K - $39.2K
1.15K $490K
PM
Philip Morris International Inc.

Consumer Defensive
499
+ 2.07%
$118.38 - $133.06 $59.1K - $66.4K
24.6K $2.96M
KRMA
Global X Fds Global X Consciou

ETFs
885
+ 18.4%
$38.55 - $40.97 $34.1K - $36.3K
5.7K $222K
FTSL
First Trust Senior Ln Fund

ETFs
567
+ 3.86%
$45.9 - $46.48 $26K - $26.4K
15.3K $705K
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
345
+ 4.62%
$28.23 - $35.28 $9.74K - $12.2K
7.81K $248K
GILD
Gilead Sciences, Inc.

Healthcare
55
+ 1.8%
$83.95 - $97.9 $4.62K - $5.38K
3.1K $286K
Activity Summary
Buys All Purchases 267 New Holdings 54 Increased Positions 213 Sells All Sells 100 Reductions 100 Sold out 0 Options Calls 1 Puts 0
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