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CIK: 0001790525
Total reported value
$1.1B
$1.1B
333 檔
11.1%
According to the latest 13F quarterly dataset, Hbw Advisory Services LLC managed an equity portfolio of $1.1B at the end of Q2 2024, spanning 333 distinct U.S. exchange-listed positions.
During Q2 2024, Hbw Advisory Services LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VOO, QVOY, JEPI) accounted for 11.1% of total reported equity market value during Q2 2024.
Showing top 200 holdings (of 333 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.15% | -0.13% | +6.45% | |
| 2 | QVOY | Q3 All-season Active Rot ETF | ETF-Other | 5.48% | -2.11% | +2.94% | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 4.15% | -0.47% | +0.98% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.82% | +0.55% | +13.28% | |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.69% | -0.24% | +25.48% | |
| 6 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.67% | +0.01% | +77.24% | |
| 7 | FIXD | First Trust Smith Opportunis | ETF-Other | 1.61% | -0.10% | +45.35% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.60% | +0.01% | +7.03% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.58% | -0.13% | -3.41% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.38% | -0.12% | +5.68% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.34% | -0.08% | -5.20% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.14% | +0.06% | -29.88% | |
| 13 | HYLS | Ft Tactical High Yield ETF | ETF-High Yield | 1.06% | — | +26.63% | |
| 14 | XLK | Ss Technology Select Sector | ETF-Tech | 1.05% | +0.27% | +11.54% | |
| 15 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.02% | -0.10% | +5.96% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.99% | +0.06% | +6.65% | |
| 17 | PAVE | Global X US Infrastructure | ETF-Other | 0.96% | — | -3.80% | |
| 18 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.88% | -0.03% | +0.62% | |
| 19 | GINN | Goldman Sachs Innovate Eqty | ETF-Commodities | 0.86% | — | -2.77% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 0.85% | +0.06% | -7.60% | |
| 21 | UTG | Reaves Utility Income Fund | Stock-Other | 0.83% | -0.05% | +8.91% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 0.82% | — | +0.98% | |
| 23 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.80% | +0.10% | +5.79% | |
| 24 | CRM | Salesforce Inc | Stock-Tech | 0.80% | -0.06% | -7.17% | |
| 25 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.74% | -0.06% | -88.98% | |
| 26 | FVD | First Trust Value Line Dvd | ETF-Other | 0.73% | -0.01% | +11.71% | |
| 27 | CI | THE Cigna Group | Stock-Healthcare | 0.72% | -0.01% | -2.64% | |
| 28 | O | Realty Income CORP | Stock-Real Estate | 0.72% | -0.04% | +11.39% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.71% | -0.02% | +36.19% | |
| 30 | EBIZ | Global X E-commerce ETF | ETF-Other | 0.71% | — | -1.02% | |
| 31 | INTU | Intuit Inc | Stock-Tech | 0.70% | -0.01% | -8.05% | |
| 32 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.69% | -0.09% | +26.34% | |
| 33 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.67% | -0.08% | +7.01% | |
| 34 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.65% | +0.25% | +23.83% | |
| 35 | T | At&t Inc | Stock-Comm Services | 0.64% | -0.14% | +17.37% | |
| 36 | MILN | Global X Millennial Consumer | ETF-Other | 0.61% | — | -4.32% | |
| 37 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.60% | -0.02% | EXIT | |
| 38 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.60% | -0.03% | -12.34% | |
| 39 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.60% | — | +16.14% | |
| 40 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.59% | -0.04% | -2.84% | |
| 41 | GCOW | Pacer Global Cash Cows Divid | ETF-Other | 0.59% | -0.02% | +10.30% | |
| 42 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 0.58% | +0.04% | -9.63% | |
| 43 | DG | Dollar General CORP | Stock-Consumer Staples | 0.57% | -0.01% | -2.79% | |
| 44 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 0.56% | +0.10% | -2.47% | |
| 45 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.56% | -0.04% | +9.39% | |
| 46 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.56% | -0.05% | — | |
| 47 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.56% | -0.02% | +1.06% | |
| 48 | NVDA | Nvidia CORP | Stock-Tech | 0.56% | +0.05% | +999.56% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.56% | -0.09% | +9.69% | |
| 50 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.56% | -0.09% | +12.62% |
According to official SEC Form 13F filings, Hbw Advisory Services LLC reported a total U.S. public equity portfolio value of $1.1B across 333 disclosed positions in Q2 2024.
During Q2 2024, Hbw Advisory Services LLC's top holdings by market value included VOO (6.2%)、QVOY (5.5%)、JEPI (4.2%). The largest single position, VOO, represented 6.2% of total portfolio value.
In Q2 2024, Hbw Advisory Services LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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