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CIK: 0001790525
Total reported value
$1.1B
$1.1B
398 檔
14.0%
As reported in its official Q2 2025 Form 13F filing, Hbw Advisory Services LLC's tracked investment portfolio stood at $1.1B with 398 total positions.
In Q2 2025, Hbw Advisory Services LLC displayed an active expansion posture, initiating 8 new positions and adding to 27 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 398 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.65% | -0.13% | +1.49% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.91% | +0.55% | -0.87% | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.68% | -0.47% | -4.35% | |
| 4 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 3.04% | +0.98% | +19.48% | |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.85% | -0.24% | -3.52% | |
| 6 | QVOY | Q3 All-season Active Rot ETF | ETF-Other | 2.64% | -2.11% | -4.83% | |
| 7 | PAVE | Global X US Infrastructure | ETF-Other | 1.97% | — | -7.77% | |
| 8 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.87% | -0.10% | -3.34% | |
| 9 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.69% | +0.01% | +8.51% | |
| 10 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.53% | -0.08% | +9.70% | |
| 11 | UCON | First Trust Smith Unconstrai | ETF-Other | 1.53% | -0.10% | +776.39% | |
| 12 | XLK | Ss Technology Select Sector | ETF-Tech | 1.52% | +0.27% | -0.34% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.51% | -0.13% | +8.59% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.37% | +0.01% | +2.34% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.21% | +0.06% | +27.55% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.10% | -0.08% | -1.01% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.07% | -0.10% | +2.72% | |
| 18 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.07% | -0.12% | +9.20% | |
| 19 | MBSF | Regan Floating Rate Mbs ETF | ETF-Other | 1.03% | -0.04% | -3.16% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.01% | +0.05% | +63.82% | |
| 21 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.99% | -0.18% | -5.46% | |
| 22 | ILDR | First Trust Innovation Leade | ETF-Other | 0.88% | +0.14% | -9.26% | |
| 23 | RDVY | First Trust Rising Dividend | ETF-Other | 0.88% | +0.15% | +0.72% | |
| 24 | FTCB | Ft Core Investment Grade ETF | ETF-Corp Bonds | 0.85% | -0.13% | +7.71% | |
| 25 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.82% | +0.25% | +6.95% | |
| 26 | CGGR | Cap Group Growth Equity | ETF-Other | 0.69% | +0.03% | +17.91% | |
| 27 | HYLS | Ft Tactical High Yield ETF | ETF-High Yield | 0.65% | — | +3.92% | |
| 28 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.64% | -0.08% | +12.90% | |
| 29 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.63% | -0.29% | +200.73% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.62% | +0.06% | +1.15% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.61% | -0.02% | +5.08% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.58% | -0.09% | +3.95% | |
| 33 | T | At&t Inc | Stock-Comm Services | 0.56% | -0.14% | -11.89% | |
| 34 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.54% | — | +13.28% | |
| 35 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.54% | +0.11% | +132.06% | |
| 36 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.52% | +0.03% | +24.77% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.52% | — | -13.73% | |
| 38 | EMLP | First Trust North American E | ETF-Other | 0.50% | -0.07% | -1.96% | |
| 39 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.49% | -0.10% | +1.89% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.49% | +0.06% | -2.83% | |
| 41 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.49% | -0.02% | +1.46% | |
| 42 | NFLX | Netflix Inc | Stock-Comm Services | 0.49% | -0.09% | -27.26% | |
| 43 | C | Citigroup Inc | Stock-Financials | 0.49% | +0.02% | +1.18% | |
| 44 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.47% | +0.10% | +39.25% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.47% | -0.05% | +10.25% | |
| 46 | PM | Philip Morris International | Stock-Consumer Staples | 0.46% | +0.02% | -9.51% | |
| 47 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.45% | +0.03% | +173.51% | |
| 48 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.43% | -0.04% | +1.63% | |
| 49 | CGGO | Cap Group Global Growth | ETF-Other | 0.42% | +0.05% | +1.10% | |
| 50 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.42% | -0.08% | -3.46% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | UCON | First Trust Smith Unconstrai | +1.4% | +776.39% | Add |
| 2 | SPMO | Invesco S&p 500 Momentum ETF | +0.6% | +19.48% | Add |
| 3 | NVDA | Nvidia CORP | +0.5% | +63.82% | Add |
| 4 | JPIE | Jpmorgan Income ETF | +0.4% | +200.73% | Add |
| 5 | APP | Applovin Corp-class A | +0.4% | NEW | New buy |
| 6 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | NEW | New buy |
| 7 | SCHG | Schwab US Large-cap Growth | +0.3% | +132.06% | Add |
| 8 | MSFT | Microsoft CORP | +0.3% | +8.59% | Add |
| 9 | COWG | Pacer US Lrg Cap Cows Gr Ld | +0.3% | +674.62% | Add |
| 10 | XMMO | Invesco S&p Midcap Momentum | +0.3% | +173.51% | Add |
| 11 | UBER | Uber Technologies Inc | +0.3% | +518.68% | Add |
| 12 | NOW | Servicenow Inc | +0.3% | NEW | New buy |
| 13 | MA | Mastercard Inc - A | +0.3% | NEW | New buy |
| 14 | ADBE | Adobe Inc | +0.2% | +469.74% | Add |
| 15 | ZFEB | Inotr Eq Def Pr ETF - 1 Yr F | +0.2% | NEW | New buy |
| 16 | ASML | ASML Holding N.V. | +0.2% | NEW | New buy |
| 17 | CMG | Chipotle Mexican Grill Inc | +0.2% | NEW | New buy |
| 18 | SNPS | Synopsys Inc | +0.2% | +494.89% | Add |
| 19 | LIN | Linde plc | +0.2% | NEW | New buy |
| 20 | XAR | Ss Spdr S&p Aerospace Def | +0.2% | +497.63% | Add |
| 21 | AVGO | Broadcom Inc | +0.1% | -2.83% | Trim |
| 22 | DIVI | Franklin International Core | +0.1% | +230.80% | Add |
| 23 | META | Meta Platforms Inc-class A | +0.1% | +2.72% | Add |
| 24 | CGDV | Cap Group Dividend Value | +0.1% | +260.58% | Add |
| 25 | CGGR | Cap Group Growth Equity | +0.1% | +17.91% | Add |
| 26 | JIRE | Jpmorgan Int Res Enh Eqty | +0.1% | +43.70% | Add |
| 27 | XLK | Ss Technology Select Sector | +0.1% | -0.34% | Trim |
| 28 | XLG | Invesco S&p 500 Top 50 ETF | +0.1% | +24.77% | Add |
| 29 | BALT | Inn Defined Wealth Shield | +0.1% | +123.42% | Add |
| 30 | SMH | Vaneck Semiconductor ETF | +0.1% | +13.47% | Add |
| 31 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +6.95% | Add |
| 32 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +0.1% | +8.51% | Add |
| 33 | TSLA | Tesla Inc | +0.1% | +5.08% | Add |
| 34 | QQQ | Invesco Qqq Trust Series 1 | 0% | -0.87% | Trim |
| 35 | BUFR | Ft Vest Lad Buffervetf-usd I | 0% | +9.70% | Add |
| 36 | AMZN | Amazon.com Inc | 0% | +2.34% | Add |
| 37 | AAPL | Apple Inc | 0% | +27.55% | Add |
| 38 | ILDR | First Trust Innovation Leade | 0% | -9.26% | Trim |
| 39 | QVOY | Q3 All-season Active Rot ETF | 0% | -4.83% | Trim |
| 40 | GTO | Invesco Total Return Bond Et | -0.1% | EXIT | Sold out |
| 41 | VOO | Vanguard S&p 500 ETF | -0.2% | +1.49% | Add |
| 42 | PAVE | Global X US Infrastructure | -0.2% | -7.77% | Trim |
| 43 | FLQM | Franklin U.s. Mid Cap Multif | -0.2% | EXIT | Sold out |
| 44 | USB | US Bancorp | -0.2% | -2.09% | Trim |
| 45 | HSY | Hershey Co/the | -0.2% | -40.57% | Trim |
| 46 | PAPR | Innovator U.s. Equity Power | -0.3% | -57.77% | Trim |
| 47 | PAYC | Paycom Software Inc | -0.3% | -87.47% | Trim |
| 48 | SBUX | Starbucks CORP | -0.4% | -78.14% | Trim |
| 49 | CI | THE Cigna Group | -0.4% | -67.85% | Trim |
| 50 | JEPI | Jpmorgan Equity Premium Inco | -0.8% | -4.35% | Trim |
According to official SEC Form 13F filings, Hbw Advisory Services LLC reported a total U.S. public equity portfolio value of $1.1B across 398 disclosed positions in Q2 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, QQQ, JEPI) accounted for 14.0% of total reported equity market value during Q2 2025.
Top New Position Initiated
APP
市值: $3.0M
Top Position Liquidated / Trimmed
FLQM
前期市值: $1.2M
During Q2 2025, Hbw Advisory Services LLC's top holdings by market value included VOO (5.7%)、QQQ (3.9%)、JEPI (3.7%). The largest single position, VOO, represented 5.7% of total portfolio value.
In Q2 2025, Hbw Advisory Services LLC made 50 total portfolio adjustments, initiating 8 new buys, adding to 27 positions, trimming 13 holdings, and fully liquidating 2 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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