HBW Advisory Services LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationsimi valley, CA
- CIK0001790525
- Alternate namesHBW ADVISORY SERVICES LLC
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
376 | $974.57M | JEPI, VOO, NDQ, COWZ | 13F-HR | Jan 10, 2025 | 000179052525000001 | ||
362 | $684.09M | VOO, JEPI, NDQ, QVOY | 13F-HR | Oct 4, 2024 | 000179052524000005 | ||
333 | $602.58M | VOO, QVOY, JEPI, NDQ | 13F-HR | Jul 5, 2024 | 000179052524000003 | ||
304 | $535.00K | QVOY, VOO, JEPI, NDQ | 13F-HR | Apr 19, 2024 | 000179052524000002 | ||
304 | $535.00K | QVOY, VOO, JEPI, NDQ | 13F-HR | Jan 16, 2024 | 000179052524000001 | ||
294 | $480.00K | QVOY, VOO, JEPI, NDQ | 13F-HR | Oct 12, 2023 | 000179052523000009 | ||
289 | $462.00K | QVOY, VOO, JEPI, AAPL | 13F-HR | Jul 6, 2023 | 000179052523000005 | ||
258 | $402.00K | QVOY, JEPI, AAPL, MSFT | 13F-HR | Apr 7, 2023 | 000179052523000002 | ||
257 | $380.00K | QVOY, JEPI, FUTY, MRK | 13F-HR | Jan 5, 2023 | 000179052523000001 | ||
231 | $358.55M | JEPI, VOO, GBIL, FUTY | 13F-HR | Oct 5, 2022 | 000179052522000006 | ||
218 | $387.12M | PYPL, JEPI, VOO, GBIL | 13F-HR | Jul 13, 2022 | 000179052522000005 | ||
221 | $285.00M | VOO, NUSI, VTIP, AAPL | 13F-HR | Apr 18, 2022 | 000179052522000003 | ||
260 | $431.53M | NUSI, VOO, AAPL, ARKK | 13F-HR | Jan 11, 2022 | 000179052522000002 | ||
244 | $386.69M | VOO, NUSI, ARKK, BND | 13F-HR | Oct 8, 2021 | 000179052521000005 | ||
250 | $380.33M | VOO, ARKK, NUSI, AAPL | 13F-HR | Jul 15, 2021 | 000179052521000004 | ||
244 | $375.69M | VOO, ARKK, ONEQ, FBCG | 13F-HR | Apr 13, 2021 | 000179052521000003 | ||
221 | $329.01M | VOO, ARKK, AAPL, FHLC | 13F-HR | Jan 12, 2021 | 000179052521000002 | ||
194 | $243.79M | VOO, AAPL, ARKK, BND | 13F-HR | Oct 14, 2020 | 000179052520000004 | ||
185 | $215.33M | KRE, VOO, FVD, AAPL | 13F-HR | Jul 8, 2020 | 000179052520000003 | ||
104 | $138.28M | KRE, FVD, GOVT, AGG | 13F-HR | Apr 30, 2020 | 000179052520000002 | ||
141 | $171.32M | KRE, SBUX, FVD, VOO | 13F-HR | Jan 16, 2020 | 000179052520000001 | ||
60 | $104.48M | KRE, DGRW, AGG, DON | 13F-HR | Oct 11, 2019 | 000179052519000001 |