Hbw Advisory Services LLC Portfolio Holdings
Hbw Advisory Services LLC
- $649 Million
- Q4 2024
Hbw Advisory Services LLC has filed its 13F form on January 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $649 Million distributed in 376 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $44M, J P Morgan Exchange Traded Fd with a value of $30M, Invesco Qqq Trust, Series 1 with a value of $27.8M, Pacer Fds Tr Us Cash Cows 100 with a value of $22.5M, and Invesco ETF Tr Ii S&P 500 Mome with a value of $15.1M.
Examining the 13F form we can see an increase of $26.8M in the current position value, from $622M to 649M.
Below you can find more details about Hbw Advisory Services LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 376
- Current Value $649 Million
- Prior Value $622 Million
- Filing
- Period Q4 2024
- Filing Date January 10, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 54 stocks
- Additional Purchases 213 stocks
- Sold out of 0 stocks
- Reduced holdings in 100 stocks