13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001790525
Total reported value
$1.1B
$1.1B
386 檔
12.8%
During the Q1 2025 filing period, Hbw Advisory Services LLC (CIK: 0001790525) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.1B across 386 reported positions.
In Q1 2025, Hbw Advisory Services LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 386 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.80% | -0.13% | -2.66% | |
| 2 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 4.45% | -0.47% | +5.15% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.87% | +0.55% | +6.81% | |
| 4 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 3.38% | -0.24% | +9.09% | |
| 5 | QVOY | Q3 All-season Active Rot ETF | ETF-Other | 2.66% | -2.11% | +5.29% | |
| 6 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 2.41% | +0.98% | +15.10% | |
| 7 | PAVE | Global X US Infrastructure | ETF-Other | 2.13% | — | +9.52% | |
| 8 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 2.09% | -0.10% | +17.38% | |
| 9 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.63% | +0.01% | +4.51% | |
| 10 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.50% | -0.08% | +15.90% | |
| 11 | XLK | Ss Technology Select Sector | ETF-Tech | 1.43% | +0.27% | -1.34% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.34% | +0.01% | +0.31% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.24% | -0.08% | -2.26% | |
| 14 | MBSF | Regan Floating Rate Mbs ETF | ETF-Other | 1.23% | -0.04% | -26.68% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.21% | -0.13% | +0.02% | |
| 16 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.21% | -0.18% | -8.97% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.19% | -0.12% | +0.12% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.19% | +0.06% | -10.79% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.94% | -0.10% | +10.60% | |
| 20 | RDVY | First Trust Rising Dividend | ETF-Other | 0.94% | +0.15% | +9.06% | |
| 21 | FTCB | Ft Core Investment Grade ETF | ETF-Corp Bonds | 0.91% | -0.13% | +35.87% | |
| 22 | ILDR | First Trust Innovation Leade | ETF-Other | 0.89% | +0.14% | +5.25% | |
| 23 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.75% | +0.25% | -8.57% | |
| 24 | T | At&t Inc | Stock-Comm Services | 0.72% | -0.14% | -6.09% | |
| 25 | HYLS | Ft Tactical High Yield ETF | ETF-High Yield | 0.71% | — | -27.18% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.70% | -0.09% | +3.49% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.68% | — | -6.87% | |
| 28 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.65% | -0.08% | +1.57% | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.65% | +0.10% | +1.74% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.62% | +0.06% | -14.47% | |
| 31 | EMLP | First Trust North American E | ETF-Other | 0.59% | -0.07% | +1.93% | |
| 32 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.58% | -0.09% | +7.52% | |
| 33 | CGGR | Cap Group Growth Equity | ETF-Other | 0.57% | +0.03% | +15.21% | |
| 34 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.56% | -0.10% | -42.15% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.55% | -0.02% | -19.32% | |
| 36 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.54% | -0.08% | +1.55% | |
| 37 | NFLX | Netflix Inc | Stock-Comm Services | 0.54% | -0.09% | -0.95% | |
| 38 | CRM | Salesforce Inc | Stock-Tech | 0.54% | -0.06% | -4.37% | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.53% | -0.09% | +5.46% | |
| 40 | ENB | Enbridge Inc | Stock-Energy | 0.53% | -0.04% | +1.01% | |
| 41 | CI | THE Cigna Group | Stock-Healthcare | 0.53% | -0.01% | +3.67% | |
| 42 | MO | Altria Group Inc | Stock-Consumer Staples | 0.53% | -0.02% | +2.99% | |
| 43 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.52% | — | +7.47% | |
| 44 | PM | Philip Morris International | Stock-Consumer Staples | 0.51% | +0.02% | -7.49% | |
| 45 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.50% | -0.02% | +2.49% | |
| 46 | NVDA | Nvidia CORP | Stock-Tech | 0.49% | +0.05% | -27.81% | |
| 47 | GCOW | Pacer Global Cash Cows Divid | ETF-Other | 0.48% | -0.02% | -6.46% | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.47% | -0.11% | +9.78% | |
| 49 | USB | US Bancorp | Stock-Financials | 0.46% | — | +16.32% | |
| 50 | C | Citigroup Inc | Stock-Financials | 0.46% | +0.02% | -5.62% |
According to official SEC Form 13F filings, Hbw Advisory Services LLC reported a total U.S. public equity portfolio value of $1.1B across 386 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, JEPI, QQQ) accounted for 12.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
VOO
市值: $40.8M
During Q1 2025, Hbw Advisory Services LLC's top holdings by market value included VOO (5.8%)、JEPI (4.5%)、QQQ (3.9%). The largest single position, VOO, represented 5.8% of total portfolio value.
In Q1 2025, Hbw Advisory Services LLC made 50 total portfolio adjustments, initiating 50 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.