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CIK: 0001790525
Total reported value
$1.1B
$1.1B
424 檔
14.6%
As reported in its official Q4 2025 Form 13F filing, Hbw Advisory Services LLC's tracked investment portfolio stood at $1.1B with 424 total positions.
Hbw Advisory Services LLC executed strategic sector rebalancing during Q4 2025, establishing 1 new positions while fully exiting 3 holdings and trimming 21 positions.
Showing top 200 holdings (of 424 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% | -0.06% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.77% | +0.55% | -2.07% | |
| 3 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 2.99% | +0.98% | +0.48% | |
| 4 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.86% | -0.47% | -4.33% | |
| 5 | QVOY | Q3 All-season Active Rot ETF | ETF-Other | 2.24% | -2.11% | -5.07% | |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.06% | -0.24% | -21.17% | |
| 7 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.95% | -0.08% | +26.42% | |
| 8 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.92% | -0.10% | +7.06% | |
| 9 | PAVE | Global X US Infrastructure | ETF-Other | 1.83% | — | -2.27% | |
| 10 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.81% | +0.01% | -0.54% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.41% | +0.06% | -2.23% | |
| 12 | XLK | Ss Technology Select Sector | ETF-Tech | 1.37% | +0.27% | +84.13% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.31% | -0.13% | -2.43% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.28% | +0.01% | -1.80% | |
| 15 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.19% | -0.18% | +8.86% | |
| 16 | RDVY | First Trust Rising Dividend | ETF-Other | 1.13% | +0.15% | -4.31% | |
| 17 | CGGR | Cap Group Growth Equity | ETF-Other | 1.13% | +0.03% | +20.57% | |
| 18 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-Other | 1.13% | +0.03% | +180.23% | |
| 19 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.12% | +0.11% | +44.95% | |
| 20 | FTCB | Ft Core Investment Grade ETF | ETF-Corp Bonds | 1.09% | -0.13% | +31.26% | |
| 21 | UCON | First Trust Smith Unconstrai | ETF-Other | 1.08% | -0.10% | +44.96% | |
| 22 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.04% | -0.08% | +0.73% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.03% | +0.05% | -2.06% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.98% | -0.12% | -2.91% | |
| 25 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.96% | +0.25% | +5.19% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.88% | +0.06% | -9.59% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.87% | -0.10% | -0.35% | |
| 28 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.85% | -0.29% | +26.42% | |
| 29 | AIRR | First Trust Rba American Ind | ETF-Other | 0.84% | +0.30% | +64.64% | |
| 30 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.70% | +0.57% | +19.57% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.70% | -0.02% | +2.15% | |
| 32 | GCOW | Pacer Global Cash Cows Divid | ETF-Other | 0.61% | -0.02% | +21.62% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.60% | +0.06% | +13.62% | |
| 34 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.60% | -0.08% | -2.83% | |
| 35 | FNGS | Microsectors Fang+ Etns | ETF-Other | 0.59% | +0.01% | +29.39% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.57% | +0.02% | -1.16% | |
| 37 | FTHI | Fthi/first Trust Exchange-tr | ETF-Other | 0.56% | -0.04% | +1.71% | |
| 38 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.55% | +0.03% | +2.69% | |
| 39 | EMLP | First Trust North American E | ETF-Other | 0.49% | -0.07% | +0.79% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.49% | -0.05% | +14.84% | |
| 41 | EVMO | Eaton Vance Mortgage Opp ETF | ETF-Other | 0.49% | -0.05% | +10.30% | |
| 42 | NUKZ | Range Nuclear Renaissance | ETF-Other | 0.48% | +0.03% | +59.92% | |
| 43 | ILDR | First Trust Innovation Leade | ETF-Other | 0.47% | +0.14% | -15.73% | |
| 44 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 0.46% | -0.01% | +43.14% | |
| 45 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.45% | +0.03% | +2.80% | |
| 46 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.44% | -0.02% | -5.26% | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.44% | — | -4.55% | |
| 48 | UTG | Reaves Utility Income Fund | Stock-Other | 0.43% | -0.05% | +197.48% | |
| 49 | GSEP | Ft Vest US Equity Moderate B | ETF-Other | 0.43% | -0.04% | -0.99% | |
| 50 | CGDV | Cap Group Dividend Value | ETF-Other | 0.42% | +0.05% | +70.26% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | COWG | Pacer US Lrg Cap Cows Gr Ld | +0.7% | +180.23% | Add |
| 2 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.4% | +26.42% | Add |
| 3 | SCHG | Schwab US Large-cap Growth | +0.3% | +44.95% | Add |
| 4 | AIRR | First Trust Rba American Ind | +0.3% | +64.64% | Add |
| 5 | UCON | First Trust Smith Unconstrai | +0.3% | +44.96% | Add |
| 6 | REMX | Vaneck Rar Earth Nd Stg-usdi | +0.3% | +253.66% | Add |
| 7 | UTG | Reaves Utility Income Fund | +0.3% | +197.48% | Add |
| 8 | FTCB | Ft Core Investment Grade ETF | +0.2% | +31.26% | Add |
| 9 | CGGR | Cap Group Growth Equity | +0.2% | +20.57% | Add |
| 10 | CGDV | Cap Group Dividend Value | +0.2% | +70.26% | Add |
| 11 | NUKZ | Range Nuclear Renaissance | +0.2% | +59.92% | Add |
| 12 | JPIE | Jpmorgan Income ETF | +0.2% | +26.42% | Add |
| 13 | SMH | Vaneck Semiconductor ETF | +0.2% | +19.57% | Add |
| 14 | MOAT | Vaneck Morningstar Wide Moat | +0.1% | +7.06% | Add |
| 15 | JIRE | Jpmorgan Int Res Enh Eqty | +0.1% | +58.03% | Add |
| 16 | SPYI | Neos S&p 500 High Income ETF | +0.1% | +43.14% | Add |
| 17 | FTGS | First Trust Grwth Strgth ETF | +0.1% | +205.31% | Add |
| 18 | GEV | GE Vernova Inc | +0.1% | +55.60% | Add |
| 19 | EIPX | Ft Energy Inc Partners Strat | +0.1% | +526.12% | Add |
| 20 | GCOW | Pacer Global Cash Cows Divid | +0.1% | +21.62% | Add |
| 21 | GOOG | Alphabet Inc-cl C | +0.1% | -1.16% | Trim |
| 22 | FNGS | Microsectors Fang+ Etns | +0.1% | +29.39% | Add |
| 23 | CAT | Caterpillar Inc | +0.1% | +74.70% | Add |
| 24 | GOOGL | Alphabet Inc-cl A | +0.1% | -9.59% | Trim |
| 25 | TDIV | Ft Nasdaq Tech Dvd Index Fd | +0.1% | +174.48% | Add |
| 26 | AVGO | Broadcom Inc | +0.1% | +13.62% | Add |
| 27 | VOO | Vanguard S&p 500 ETF | -0.1% | -0.06% | Trim |
| 28 | AEP | American Electric Power | -0.1% | -35.39% | Trim |
| 29 | MO | Altria Group Inc | -0.1% | -14.70% | Trim |
| 30 | MCD | Mcdonald's CORP | -0.1% | -25.23% | Trim |
| 31 | C | Citigroup Inc | -0.1% | -31.44% | Trim |
| 32 | MDT | Medtronic plc | -0.1% | -33.20% | Trim |
| 33 | ADP | Automatic Data Processing | -0.1% | -26.64% | Trim |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -20.14% | Trim |
| 35 | GLD | Spdr Gold Shares | -0.1% | -55.30% | Trim |
| 36 | GPC | Genuine Parts Co | -0.1% | -37.09% | Trim |
| 37 | VZ | Verizon Communications Inc | -0.1% | -24.04% | Trim |
| 38 | META | Meta Platforms Inc-class A | -0.1% | -0.35% | Trim |
| 39 | ENB | Enbridge Inc | -0.1% | -27.53% | Trim |
| 40 | NFLX | Netflix Inc | -0.2% | +694.37% | Add |
| 41 | T | At&t Inc | -0.2% | -23.59% | Trim |
| 42 | MSFT | Microsoft CORP | -0.2% | -2.43% | Trim |
| 43 | JEPI | Jpmorgan Equity Premium Inco | -0.2% | -4.33% | Trim |
| 44 | QVOY | Q3 All-season Active Rot ETF | -0.4% | -5.07% | Trim |
| 45 | COWZ | Pacer US Cash Cows 100 ETF | -0.5% | -21.17% | Trim |
| 46 | MBSF | Regan Floating Rate Mbs ETF | -0.6% | -81.12% | Trim |
| 47 | ZFEB | Inotr Eq Def Pr ETF - 1 Yr F | — | EXIT | Sold out |
| 48 | FXZ | First Trust Materials Alphad | — | EXIT | Sold out |
| 49 | IBB | Ishares Biotechnology ETF | — | NEW | New buy |
| 50 | SNPS | Synopsys Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Hbw Advisory Services LLC reported a total U.S. public equity portfolio value of $1.1B across 424 disclosed positions in Q4 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 14.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
IBB
市值: $1.0M
Top Position Liquidated / Trimmed
ZFEB
前期市值: $1.2M
During Q4 2025, Hbw Advisory Services LLC's top holdings by market value included VOO (5.7%)、QQQ (3.8%)、SPMO (3.0%). The largest single position, VOO, represented 5.7% of total portfolio value.
In Q4 2025, Hbw Advisory Services LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 25 positions, trimming 21 holdings, and fully liquidating 3 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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