Hbw Advisory Services LLC Reduced Holdings in Q4 2024

Hbw Advisory Services LLC

  • $649 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
-23.3K
- 4.27%
$57.53 - $60.83 $1.34M - $1.41M
521K $30M
CNC
Centene Corp

Healthcare
-30.9K
- 87.3%
$56.71 - $73.94 $1.75M - $2.29M
4.5K $272K
MGC
Vanguard Mega Cap ETF

ETFs
-5.68K
- 70.15%
$204.21 - $220.18 $1.16M - $1.25M
2.42K $513K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-9.02K
- 28.03%
$100.24 - $101.35 $904K - $914K
23.2K $2.33M
UNH
Unitedhealth Group Inc

Healthcare
-394
- 4.4%
$485.52 - $625.25 $191K - $246K
8.55K $4.33M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-8.44K
- 28.11%
$44.04 - $49.49 $371K - $417K
21.6K $949K
CMCSA
Comcast Corp

Communication Services
-1.24K
- 1.26%
$37.39 - $45.14 $46.4K - $56K
96.9K $3.64M
XLV
Select Sector Spdr Fund Health

ETFs
-1.01K
- 5.25%
$136.28 - $154.74 $138K - $157K
18.3K $2.52M
ITB
Ishares Tr

ETFs
-1.89K
- 25.1%
$103.31 - $129.34 $195K - $244K
5.64K $582K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-3.26K
- 26.45%
$119.61 - $136.3 $389K - $444K
9.05K $1.12M
LOW
Lowes Companies Inc

Consumer Cyclical
-17
- 0.14%
$244.52 - $284.07 $4.16K - $4.83K
12.5K $3.08M
WPC
W. P. Carey Inc.

Real Estate
-3.58K
- 85.88%
$53.44 - $61.33 $191K - $220K
589 $32K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
-3.57K
- 14.12%
$53.38 - $60.64 $190K - $216K
21.7K $1.18M
LMT
Lockheed Martin Corp

Industrials
-83
- 4.99%
$479.66 - $614.62 $39.8K - $51K
1.58K $768K
MCD
Mcdonalds Corp

Consumer Cyclical
-80
- 0.66%
$288.47 - $316.54 $23.1K - $25.3K
12K $3.48M
D
Dominion Energy, Inc

Utilities
-2.46K
- 15.97%
$52.63 - $60.92 $130K - $150K
13K $698K
SVOL
Simplify ETF Simplify Volatili

ETFs
-7.36K
- 24.89%
$20.4 - $21.93 $150K - $161K
22.2K $461K
FXG
First Tr Exchange Traded First

ETFs
-2.42K
- 37.44%
$63.7 - $70.06 $154K - $170K
4.05K $259K
UNP
Union Pacific Corp

Industrials
-350
- 9.79%
$223.15 - $249.32 $78.1K - $87.3K
3.23K $735K
INTU
Intuit Inc

Technology
-241
- 24.59%
$602.01 - $706.25 $145K - $170K
739 $464K
AMD
Advanced Micro Devices Inc

Technology
-32
- 1.03%
$118.88 - $172.8 $3.8K - $5.53K
3.08K $371K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-390
- 4.87%
$238.25 - $261.28 $92.9K - $102K
7.62K $1.85M
GLDM
World Gold Trust

ETFs
-2.15K
- 24.49%
$50.76 - $55.23 $109K - $119K
6.63K $344K
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
-591
- 4.75%
$57.07 - $62.58 $33.7K - $37K
11.9K $676K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-1.35K
- 8.05%
$47.77 - $51.75 $64.4K - $69.8K
15.4K $744K
ECOW
Pacer Fds Tr Emerging Markets

ETFs
-2.83K
- 14.48%
$19.41 - $22.68 $54.9K - $64.1K
16.7K $324K
DGRO
Ishares Core Dividend Growth E

ETFs
-629
- 1.43%
$60.73 - $64.94 $38.2K - $40.8K
43.2K $2.65M
DG
Dollar General Corp

Consumer Defensive
-810
- 18.93%
$73.27 - $84.47 $59.3K - $68.4K
3.47K $263K
HD
Home Depot, Inc.

Consumer Cyclical
-37
- 0.73%
$385.02 - $431.37 $14.2K - $16K
5.04K $1.96M
GLD
Spdr Gold Trust

ETFs
-383
- 9.38%
$236.59 - $257.5 $90.6K - $98.6K
3.7K $896K
STZ
Constellation Brands, Inc.

Consumer Defensive
-28
- 1.21%
$219.66 - $257.62 $6.15K - $7.21K
2.29K $506K
XYLD
Global X Fds S&P 500 Covered C

ETFs
-2.45K
- 7.04%
$40.86 - $43.42 $100K - $106K
32.4K $1.36M
VO
Vanguard Mid Cap ETF

ETFs
-329
- 10.29%
$261.5 - $284.63 $86K - $93.6K
2.87K $757K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
-2.02K
- 27.95%
$41.96 - $43.69 $84.8K - $88.3K
5.21K $225K
BAC
Bank Of America Corp

Financial Services
-3.09K
- 23.15%
$39.22 - $47.77 $121K - $148K
10.3K $450K
FMB
First Tr Exchange Traded Fd Ii

ETFs
-1.39K
- 17.56%
$50.62 - $52.07 $70.5K - $72.5K
6.54K $333K
ACM
Aecom

Industrials
-870
- 18.5%
$101.97 - $116.97 $88.7K - $102K
3.83K $409K
UL
Unilever PLC

Consumer Defensive
-456
- 7.78%
$56.7 - $64.64 $25.9K - $29.5K
5.4K $306K
IDU
Ishares Tr U S Utils ETF

ETFs
-386
- 7.69%
$94.65 - $105.73 $36.5K - $40.8K
4.63K $445K
SLV
I Shares Silver Trust

ETFs
-990
- 6.3%
$26.33 - $31.74 $26.1K - $31.4K
14.7K $387K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-449
- 2.82%
$69.58 - $74.87 $31.2K - $33.6K
15.5K $1.08M
XLE
Energy Sector Spdr

ETFs
-194
- 1.04%
$83.32 - $97.27 $16.2K - $18.9K
18.5K $1.58M
XLI
Industrial Sector Spdr

ETFs
-66
- 0.51%
$131.76 - $143.99 $8.7K - $9.5K
12.9K $1.7M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-71
- 0.76%
$67.29 - $73.38 $4.78K - $5.21K
9.28K $629K
BLK
Black Rock Inc.

Financial Services
-86
- 19.41%
$934.02 - $1065.26 $80.3K - $91.6K
357 $365K
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
-1.47K
- 13.86%
$25.26 - $26.59 $37.1K - $39K
9.12K $231K
EMQQ
Emqq Emerging Markets Internet

ETFs
-241
- 2.77%
$34.48 - $41.58 $8.31K - $10K
8.45K $291K
URA
Global X Uranium ETF

ETFs
-455
- 2.51%
$26.78 - $33.46 $12.2K - $15.2K
17.7K $473K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-2K
- 17.26%
$23.92 - $24.89 $47.8K - $49.8K
9.59K $234K
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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