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CIK: 0001790525
Total reported value
$1.1B
$1.1B
416 檔
14.8%
The Q3 2025 SEC filing reveals that Hbw Advisory Services LLC held a total portfolio value of $1.1B, covering 416 public equity positions.
In Q3 2025, Hbw Advisory Services LLC displayed an active expansion posture, initiating 9 new positions and adding to 25 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 416 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.72% | -0.13% | +3.00% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.90% | +0.55% | +0.33% | |
| 3 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 3.13% | +0.98% | +4.81% | |
| 4 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.09% | -0.47% | -8.21% | |
| 5 | QVOY | Q3 All-season Active Rot ETF | ETF-Other | 2.60% | -2.11% | -0.98% | |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.58% | -0.24% | -4.83% | |
| 7 | PAVE | Global X US Infrastructure | ETF-Other | 1.94% | — | -1.44% | |
| 8 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.84% | +0.01% | +10.49% | |
| 9 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.78% | -0.10% | -1.09% | |
| 10 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.56% | -0.08% | +6.48% | |
| 11 | XLK | Ss Technology Select Sector | ETF-Tech | 1.51% | +0.27% | -2.08% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.48% | -0.13% | +3.30% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.40% | +0.06% | +1.97% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.29% | +0.01% | +2.92% | |
| 15 | RDVY | First Trust Rising Dividend | ETF-Other | 1.19% | +0.15% | +38.07% | |
| 16 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.14% | -0.18% | +25.36% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.09% | +0.05% | +0.05% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.05% | -0.08% | -0.28% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.04% | -0.12% | +3.30% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.00% | -0.10% | +2.59% | |
| 21 | CGGR | Cap Group Growth Equity | ETF-Other | 0.96% | +0.03% | +40.17% | |
| 22 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.93% | +0.25% | +13.86% | |
| 23 | FTCB | Ft Core Investment Grade ETF | ETF-Corp Bonds | 0.87% | -0.13% | +9.83% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.78% | +0.06% | +0.02% | |
| 25 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.78% | +0.11% | +44.58% | |
| 26 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.78% | -0.10% | -29.72% | |
| 27 | MBSF | Regan Floating Rate Mbs ETF | ETF-Other | 0.76% | -0.04% | -19.22% | |
| 28 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.70% | -0.29% | +21.06% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.70% | -0.02% | -10.82% | |
| 30 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.64% | -0.08% | +9.30% | |
| 31 | FTHI | Fthi/first Trust Exchange-tr | ETF-Other | 0.57% | -0.04% | — | |
| 32 | ILDR | First Trust Innovation Leade | ETF-Other | 0.57% | +0.14% | -36.22% | |
| 33 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.55% | +0.57% | +49.28% | |
| 34 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.54% | +0.03% | +3.38% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.53% | +0.06% | -2.09% | |
| 36 | AIRR | First Trust Rba American Ind | ETF-Other | 0.52% | +0.30% | +235.31% | |
| 37 | EMLP | First Trust North American E | ETF-Other | 0.51% | -0.07% | +10.07% | |
| 38 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.51% | +0.10% | +7.71% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.51% | -0.09% | -6.99% | |
| 40 | GCOW | Pacer Global Cash Cows Divid | ETF-Other | 0.50% | -0.02% | +26.82% | |
| 41 | T | At&t Inc | Stock-Comm Services | 0.49% | -0.14% | -3.15% | |
| 42 | FNGS | Microsectors Fang+ Etns | ETF-Other | 0.48% | +0.01% | +77.79% | |
| 43 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.47% | -0.02% | -0.77% | |
| 44 | C | Citigroup Inc | Stock-Financials | 0.47% | +0.02% | -11.53% | |
| 45 | APP | Applovin Corp-class A | Stock-Tech | 0.47% | +0.01% | -33.23% | |
| 46 | V | Visa Inc-class A Shares | Stock-Financials | 0.47% | — | +3.02% | |
| 47 | TRFK | Pacer Data And Digital Rev | ETF-Other | 0.46% | +0.27% | +226.80% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.46% | +0.02% | -1.98% | |
| 49 | EVMO | Eaton Vance Mortgage Opp ETF | ETF-Other | 0.46% | -0.05% | — | |
| 50 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.44% | +0.03% | +3.32% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPMO | Invesco S&p 500 Momentum ETF | +0.7% | +4.81% | Add |
| 2 | UCON | First Trust Smith Unconstrai | +0.6% | -29.72% | Add |
| 3 | NVDA | Nvidia CORP | +0.6% | +0.05% | Add |
| 4 | SCHG | Schwab US Large-cap Growth | +0.6% | +44.58% | Add |
| 5 | JPIE | Jpmorgan Income ETF | +0.5% | +21.06% | Add |
| 6 | AIRR | First Trust Rba American Ind | +0.4% | +235.31% | Add |
| 7 | CGGR | Cap Group Growth Equity | +0.4% | +40.17% | Add |
| 8 | COWG | Pacer US Lrg Cap Cows Gr Ld | +0.4% | +37.40% | Add |
| 9 | TRFK | Pacer Data And Digital Rev | +0.3% | +226.80% | Add |
| 10 | SMH | Vaneck Semiconductor ETF | +0.3% | +49.28% | Add |
| 11 | UBER | Uber Technologies Inc | +0.3% | +4.49% | Add |
| 12 | MSFT | Microsoft CORP | +0.3% | +3.30% | Add |
| 13 | XMMO | Invesco S&p Midcap Momentum | +0.3% | +3.32% | Add |
| 14 | FNGS | Microsectors Fang+ Etns | +0.3% | +77.79% | Add |
| 15 | RDVY | First Trust Rising Dividend | +0.3% | +38.07% | Add |
| 16 | NUKZ | Range Nuclear Renaissance | +0.2% | +119.25% | Add |
| 17 | ADBE | Adobe Inc | +0.2% | +16.78% | Add |
| 18 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +0.2% | +10.49% | Add |
| 19 | AAPL | Apple Inc | +0.2% | +1.97% | Add |
| 20 | QQQM | Invesco Nasdaq 100 ETF | +0.2% | +13.86% | Add |
| 21 | AVGO | Broadcom Inc | +0.2% | -2.09% | Trim |
| 22 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.02% | Add |
| 23 | TSLA | Tesla Inc | +0.2% | -10.82% | Trim |
| 24 | XLK | Ss Technology Select Sector | +0.1% | -2.08% | Trim |
| 25 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.1% | +6.48% | Add |
| 26 | META | Meta Platforms Inc-class A | +0.1% | +2.59% | Add |
| 27 | QQQ | Invesco Qqq Trust Series 1 | 0% | +0.33% | Trim |
| 28 | AMZN | Amazon.com Inc | -0.1% | +2.92% | Add |
| 29 | QVOY | Q3 All-season Active Rot ETF | -0.1% | -0.98% | Trim |
| 30 | VOO | Vanguard S&p 500 ETF | -0.1% | +3.00% | Add |
| 31 | PAVE | Global X US Infrastructure | -0.2% | -1.44% | Trim |
| 32 | DGRO | Ishares Core Dividend Growth | -0.3% | -68.72% | Trim |
| 33 | PAPR | Innovator U.s. Equity Power | -0.3% | -37.74% | Trim |
| 34 | PM | Philip Morris International | -0.3% | -53.52% | Trim |
| 35 | PAYC | Paycom Software Inc | -0.4% | -23.10% | Trim |
| 36 | SBUX | Starbucks CORP | -0.4% | -10.33% | Trim |
| 37 | CI | THE Cigna Group | -0.4% | -3.79% | Trim |
| 38 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | -0.5% | -91.67% | Trim |
| 39 | JEPI | Jpmorgan Equity Premium Inco | -1.4% | -8.21% | Trim |
| 40 | FTHI | Fthi/first Trust Exchange-tr | — | NEW | New buy |
| 41 | HYLS | Ft Tactical High Yield ETF | — | EXIT | Sold out |
| 42 | APP | Applovin Corp-class A | — | NEW | New buy |
| 43 | EVMO | Eaton Vance Mortgage Opp ETF | — | NEW | New buy |
| 44 | GSEP | Ft Vest US Equity Moderate B | — | NEW | New buy |
| 45 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 46 | GNOV | Ft Vest US Equity Moderate B | — | EXIT | Sold out |
| 47 | NOW | Servicenow Inc | — | NEW | New buy |
| 48 | MA | Mastercard Inc - A | — | NEW | New buy |
| 49 | SDVY | First Trust Smid Cap Rising | — | NEW | New buy |
| 50 | ASML | ASML Holding N.V. | — | NEW | New buy |
According to official SEC Form 13F filings, Hbw Advisory Services LLC reported a total U.S. public equity portfolio value of $1.1B across 416 disclosed positions in Q3 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, SPMO) accounted for 14.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
FTHI
市值: $5.1M
Top Position Liquidated / Trimmed
HYLS
前期市值: $5.0M
During Q3 2025, Hbw Advisory Services LLC's top holdings by market value included VOO (5.7%)、QQQ (3.9%)、SPMO (3.1%). The largest single position, VOO, represented 5.7% of total portfolio value.
In Q3 2025, Hbw Advisory Services LLC made 50 total portfolio adjustments, initiating 9 new buys, adding to 25 positions, trimming 14 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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