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
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
203
+ 6.11%
$58.88 - $64.8 $12K - $13.2K
3.53K $207K
HAL
Halliburton CO

Energy
397
+ 3.93%
$25.77 - $31.99 $10.2K - $12.7K
10.5K $285K
SCHR
Schwab Intermediate Term Us Tr

ETFs
7.68K
+ 103.67%
$24.19 - $50.58 $186K - $388K
15.1K $366K
KO
Coca Cola CO

Consumer Defensive
1.68K
+ 14.15%
$61.74 - $71.71 $103K - $120K
13.5K $841K
HDV
Ishares Core High Dividend ETF

ETFs
24
+ 0.9%
$110.82 - $121.28 $2.66K - $2.91K
2.68K $301K
COP
Conocophillips

Energy
45
+ 1.7%
$95.12 - $114.72 $4.28K - $5.16K
2.7K $267K
EBAY
Ebay Inc

Consumer Cyclical
17
+ 0.4%
$57.51 - $67.17 $978 - $1.14K
4.24K $262K
UTG
Reaves Utility Income Fund

Financial Services
923
+ 2.41%
$30.81 - $34.99 $28.4K - $32.3K
39.2K $1.24M
GE
General Electric CO

Industrials
183
+ 8.87%
$159.95 - $194.23 $29.3K - $35.5K
2.25K $374K
VTV
Vanguard Value ETF

ETFs
34
+ 0.83%
$168.32 - $181.87 $5.72K - $6.18K
4.15K $701K
CAT
Caterpillar Inc

Industrials
7
+ 0.99%
$360.37 - $416.88 $2.52K - $2.92K
716 $259K
IEFA
Ishares Tr

ETFs
48
+ 1.6%
$70.06 - $77.43 $3.36K - $3.72K
3.05K $214K
BND
Vanguard Bd Index Fd Inc Total

ETFs
752
+ 3.09%
$71.75 - $75.11 $54K - $56.5K
25.1K $1.81M
TDG
Trans Digm Group Inc

Industrials
5
+ 2.7%
$1239.0 - $1442.53 $6.2K - $7.21K
190 $240K
FNDA
Schwab Fundamental U S Small C

ETFs
27.1K
+ 97.57%
$29.26 - $59.11 $792K - $1.6M
54.8K $1.63M
XLU
Utilities Sector Spdr

ETFs
275
+ 3.07%
$74.89 - $82.93 $20.6K - $22.8K
9.23K $698K
FEMS
First Trust Emerging Markets S

ETFs
2.09K
+ 6.58%
$37.58 - $41.53 $78.4K - $86.7K
33.8K $1.28M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
77
+ 0.87%
$442.29 - $483.08 $34.1K - $37.2K
8.93K $4.05M
COPX
Global X Copper Miners ETF

ETFs
658
+ 10.81%
$38.17 - $48.57 $25.1K - $32K
6.74K $257K
GTO
Invesco Actively Managed ETF T

ETFs
225
+ 1.04%
$46.33 - $48.41 $10.4K - $10.9K
21.8K $1.01M
XLB
Select Sector Spdr Fd Material

ETFs
181
+ 4.77%
$83.8 - $97.58 $15.2K - $17.7K
3.98K $334K
PG
Procter & Gamble CO

Consumer Defensive
55
+ 0.71%
$161.05 - $179.7 $8.86K - $9.88K
7.81K $1.31M
SO
Southern CO

Utilities
429
+ 4.78%
$81.5 - $94.15 $35K - $40.4K
9.4K $773K
PSX
Phillips 66

Energy
15
+ 0.7%
$110.35 - $138.93 $1.66K - $2.08K
2.17K $247K
XLRE
Select Sector Spdr Tr Real Est

ETFs
52
+ 0.51%
$40.06 - $45.21 $2.08K - $2.35K
10.3K $419K
MRK
Merck & Co., Inc.

Healthcare
262
+ 5.65%
$96.31 - $114.76 $25.2K - $30.1K
4.9K $487K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
615
+ 2.21%
$43.02 - $47.32 $26.5K - $29.1K
28.5K $1.23M
VEA
Vanguard Ftse Developed Market

ETFs
364
+ 2.92%
$47.57 - $52.44 $17.3K - $19.1K
12.8K $613K
HYLS
First Tr Tactical High Yield L

ETFs
1.43K
+ 0.86%
$41.29 - $42.03 $59K - $60K
167K $6.91M
ADBE
Adobe Inc.

Technology
29
+ 3.25%
$437.39 - $552.96 $12.7K - $16K
920 $409K
USRT
Ishares Core U.S. Reit ETF

ETFs
457
+ 2.46%
$55.97 - $62.75 $25.6K - $28.7K
19K $1.09M
MPC
Marathon Petroleum Corp

Energy
128
+ 4.21%
$131.65 - $174.84 $16.9K - $22.4K
3.17K $441K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
106
+ 1.13%
$119.34 - $127.78 $12.7K - $13.5K
9.5K $1.13M
KLAC
Kla Corp

Technology
45
+ 5.76%
$614.46 - $829.55 $27.7K - $37.3K
826 $520K
JNJ
Johnson & Johnson

Healthcare
141
+ 2.21%
$143.34 - $165.86 $20.2K - $23.4K
6.53K $944K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
2.83K
+ 4.23%
$11.91 - $14.14 $33.7K - $40K
69.7K $853K
ABBV
Abb Vie Inc.

Healthcare
198
+ 2.74%
$164.99 - $203.87 $32.7K - $40.4K
7.41K $1.32M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
42
+ 0.28%
$58.46 - $65.6 $2.46K - $2.76K
15K $876K
NEE
Nextera Energy Inc

Utilities
58
+ 0.63%
$69.77 - $85.43 $4.05K - $4.95K
9.31K $667K
MMM
3 M CO

Industrials
312
+ 1.5%
$124.74 - $137.12 $38.9K - $42.8K
21.1K $2.72M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
3.58K
+ 3.77%
$33.43 - $36.52 $120K - $131K
98.4K $3.32M
LLY
Eli Lilly & CO

Healthcare
42
+ 2.65%
$727.2 - $932.06 $30.5K - $39.1K
1.63K $1.25M
TGT
Target Corp

Consumer Defensive
1.28K
+ 8.14%
$121.59 - $160.69 $156K - $206K
17K $2.3M
IDXX
Idexx Laboratories Inc

Healthcare
16
+ 0.73%
$406.92 - $495.42 $6.51K - $7.93K
2.2K $909K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
187
+ 0.21%
$43.84 - $48.76 $8.2K - $9.12K
90.7K $3.99M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1
+ 0.04%
$501.29 - $612.85 $501 - $613
2.24K $1.16M
GPC
Genuine Parts CO

Consumer Cyclical
1.17K
+ 7.45%
$113.11 - $143.63 $132K - $167K
16.8K $1.96M
PEP
Pepsico Inc

Consumer Defensive
1.12K
+ 4.94%
$151.29 - $176.1 $169K - $197K
23.8K $3.62M
PAVE
Global X Fds Us Infrastructure

ETFs
524
+ 0.14%
$40.41 - $45.95 $21.2K - $24.1K
363K $14.7M
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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