Hbw-Advisory-Services

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "GDX",
  null,
  null,
  null,
  null,
  "MU",
  null,
  "FNDA",
  null,
  null,
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  null,
  "GOOGL",
  null,
  null,
  null,
  "T",
  "BLK",
  null,
  "CAT",
  "AVGO",
  "LOW",
  null,
  null,
  null,
  null,
  null,
  "RQI",
  "COF",
  null,
  "D",
  "QSI",
  null,
  "EBAY",
  "UTG",
  "PDI",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "ARKB",
  null,
  null,
  null,
  "GILD",
  "GIS",
  null,
  null,
  "HD",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  null,
  null,
  "INTU",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "UNP",
  null,
  "QCOM",
  null,
  null,
  null,
  null,
  "ISRG",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EMR",
  null,
  null,
  null,
  null,
  null,
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "KNSL",
  null,
  null,
  null,
  "FNGS",
  null,
  "MPC",
  "PWR",
  null,
  null,
  null,
  "MDT",
  "MSFT",
  "MS",
  null,
  "FICO",
  null,
  null,
  "GE",
  null,
  "GPC",
  null,
  null,
  "CIFRW",
  "OXY",
  null,
  "OMC",
  null,
  "ORLY",
  null,
  "HSY",
  "DG",
  "KLAC",
  null,
  null,
  null,
  null,
  "VHT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IWF",
  null,
  null,
  "PANW",
  "PYPL",
  null,
  "PEP",
  null,
  "PGR",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "ENB",
  "PLTR",
  "LMT",
  "PG",
  "MRK",
  null,
  "VZ",
  null,
  "AMGN",
  null,
  "MSTR",
  null,
  null,
  "IEFA",
  "SPGI",
  null,
  null,
  null,
  null,
  null,
  "SHOP",
  "SLB",
  "O",
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  null,
  null,
  "SPYG",
  "SPLG",
  null,
  "IBM",
  "SBUX",
  "SNPS",
  "CI",
  "TXN",
  "TGT",
  "TM",
  "TMO",
  "UBER",
  "UL",
  "UPS",
  null,
  "VO",
  "VXF",
  "VWO",
  null,
  "ACHR",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "ULTA",
  "XLB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VYM",
  "MGC",
  null,
  "VRSK",
  "MEDP",
  "PRI",
  "HAL",
  "AXON",
  "AMD",
  "F",
  "DECK",
  "AJG",
  null,
  null,
  "AEP",
  "COFS",
  "FURY",
  "IDXX",
  null,
  null,
  null,
  "AMZN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "CEF",
  null,
  "ACM",
  "VGT",
  "USB",
  "VUG",
  "VEA",
  "VGK",
  "VYMI",
  "MGK",
  null,
  "VXUS",
  "BND",
  "VOT",
  "VT",
  "VB",
  "VOO",
  "VUSB",
  "VTV",
  "V",
  "VIRT",
  "WMT",
  null,
  null,
  null,
  null,
  "MTB",
  null,
  "SCHD",
  "ET",
  null,
  "SCHG",
  null,
  null,
  "SO",
  null,
  "SJM",
  "PSX",
  "CRM",
  null,
  "DIA",
  null,
  null,
  null,
  "MTUM",
  "LYB",
  null,
  null,
  null,
  "GEV",
  "DGRO",
  "SPYV",
  null,
  null,
  null,
  null,
  "PAYC",
  null,
  "ADP",
  "BAC",
  null,
  "BRK-B",
  "BA",
  "BMY",
  "BXP",
  "CDNS",
  "CVX",
  "CSCO",
  "C",
  "KO",
  "CMCSA",
  "COP",
  "STZ",
  "CPRT",
  "COST",
  "CRWD",
  "CVS",
  "FANG",
  "RSP",
  "USMV",
  "NEE",
  "NKE",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  null,
  "MO",
  "XLK",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-09
Total Holdings: 386
Total Value: 703414548
Accession Number: 0001790525-25-000003
Form Type: 13F-HR
CIK: hbw-advisory-services
Manager Name: Hbw-Advisory-Services

Data Enrichment

48% identified

186 identified200 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

386 positions • $703.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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MICRON TECHNOLOGY INC

MU|595112103

Shares:3.2K

Value:$281.2K

% of Portfolio:0.0% ($281.2K/$703.4M)

37954Y830

Shares:7.2K

Value:$280.5K

% of Portfolio:0.0% ($280.5K/$703.4M)

00888H844

Shares:9.1K

Value:$278.5K

% of Portfolio:0.0% ($278.5K/$703.4M)

33740U521

Shares:8.9K

Value:$271.8K

% of Portfolio:0.0% ($271.8K/$703.4M)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:189

Value:$270.8K

% of Portfolio:0.0% ($270.8K/$703.4M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:2.4K

Value:$269.3K

% of Portfolio:0.0% ($269.3K/$703.4M)

33740U703

Shares:10.8K

Value:$268.6K

% of Portfolio:0.0% ($268.6K/$703.4M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:542

Value:$268.4K

% of Portfolio:0.0% ($268.4K/$703.4M)

46438F101

Shares:5.7K

Value:$268.3K

% of Portfolio:0.0% ($268.3K/$703.4M)

BOEING CO

BA|097023105

Shares:1.6K

Value:$265.5K

% of Portfolio:0.0% ($265.5K/$703.4M)

CATERPILLAR INC

CAT|149123101

Shares:801

Value:$264.3K

% of Portfolio:0.0% ($264.3K/$703.4M)

RTX Corp

RTX|75513E101

Shares:2.0K

Value:$263.2K

% of Portfolio:0.0% ($263.2K/$703.4M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:4.3K

Value:$262.7K

% of Portfolio:0.0% ($262.7K/$703.4M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:2.5K

Value:$260.4K

% of Portfolio:0.0% ($260.4K/$703.4M)

SYNOPSYS INC

SNPS|871607107

Shares:607

Value:$260.3K

% of Portfolio:0.0% ($260.3K/$703.4M)

Phillips 66

PSX|718546104

Shares:2.1K

Value:$259.3K

% of Portfolio:0.0% ($259.3K/$703.4M)

CAPITAL ONE FINANCIAL CORP

COF|14040H105

Shares:1.4K

Value:$258.8K

% of Portfolio:0.0% ($258.8K/$703.4M)

Medpace Holdings, Inc.

MEDP|58506Q109

Shares:837

Value:$255.0K

% of Portfolio:0.0% ($255.0K/$703.4M)

92206C409

Shares:3.2K

Value:$254.3K

% of Portfolio:0.0% ($254.3K/$703.4M)

74347X831

Shares:4.4K

Value:$252.3K

% of Portfolio:0.0% ($252.3K/$703.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MICRON TECHNOLOGY INC(MUcusip595112103)	3.2K	QoQ NEW(+3.2K) YoY NEW(+3.2K)	All Managers (Combined)	$281.2K	0.0% ($281.2K/$703.4M)	QoQ NEW(+$281.2K) YoY NEW(+$281.2K)
(cusip37954Y830)✕	7.2K	QoQ +6.48% (+437) YoY NEW(+7.2K)	All Managers (Combined)	$280.5K	0.0% ($280.5K/$703.4M)	QoQ +8.97% (+$23.1K) YoY NEW(+$280.5K)
(cusip00888H844)✕	9.1K	QoQ -25.98% (-3.2K) YoY NEW(+9.1K)	All Managers (Combined)	$278.5K	0.0% ($278.5K/$703.4M)	QoQ -26.86% (-$102.3K) YoY NEW(+$278.5K)
(cusip33740U521)✕	8.9K	QoQ NEW(+8.9K) YoY NEW(+8.9K)	All Managers (Combined)	$271.8K	0.0% ($271.8K/$703.4M)	QoQ NEW(+$271.8K) YoY NEW(+$271.8K)
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	189	QoQ NEW(+189) YoY NEW(+189)	All Managers (Combined)	$270.8K	0.0% ($270.8K/$703.4M)	QoQ NEW(+$270.8K) YoY NEW(+$270.8K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	2.4K	QoQ +31.33% (+584) YoY +28.63% (+545)	All Managers (Combined)	$269.3K	0.0% ($269.3K/$703.4M)	QoQ +14.55% (+$34.2K) YoY +89951.17% (+$269.0K)
(cusip33740U703)✕	10.8K	QoQ +2.22% (-234) YoY NEW(+10.8K)	All Managers (Combined)	$268.6K	0.0% ($268.6K/$703.4M)	QoQ -0.06% (-$165) YoY NEW(+$268.6K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	542	QoQ +11.06% (+54) YoY NEW(+542)	All Managers (Combined)	$268.4K	0.0% ($268.4K/$703.4M)	QoQ +5.38% (+$13.7K) YoY NEW(+$268.4K)
(cusip46438F101)✕	5.7K	QoQ +27.29% (+1.2K) YoY NEW(+5.7K)	All Managers (Combined)	$268.3K	0.0% ($268.3K/$703.4M)	QoQ +12.32% (+$29.4K) YoY NEW(+$268.3K)
BOEING CO(BAcusip097023105)	1.6K	QoQ +4.28% (+64) YoY -40.82% (-1.1K)	All Managers (Combined)	$265.5K	0.0% ($265.5K/$703.4M)	QoQ +0.48% (+$1.3K) YoY +38607.87% (-$264.9K)
CATERPILLAR INC(CATcusip149123101)	801	QoQ +11.87% (+85) YoY -9.38% (-83)	All Managers (Combined)	$264.3K	0.0% ($264.3K/$703.4M)	QoQ +1.78% (+$4.6K) YoY +101148.65% (-$264.0K)
RTX Corp(RTXcusip75513E101)	2.0K	QoQ +3.92% (+75) YoY NEW(+2.0K)	All Managers (Combined)	$263.2K	0.0% ($263.2K/$703.4M)	QoQ +18.94% (+$41.9K) YoY NEW(+$263.2K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	4.3K	QoQ -28.36% (-1.7K) YoY -43.11% (-3.3K)	All Managers (Combined)	$262.7K	0.0% ($262.7K/$703.4M)	QoQ -22.76% (-$77.4K) YoY +67437.78% (-$262.3K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	2.5K	QoQ -17.61% (-542) YoY +57.74% (+928)	All Managers (Combined)	$260.4K	0.0% ($260.4K/$703.4M)	QoQ -29.92% (-$111.2K) YoY +109792.82% (+$260.2K)
SYNOPSYS INC(SNPScusip871607107)	607	QoQ +11.78% (-64) YoY NEW(+607)	All Managers (Combined)	$260.3K	0.0% ($260.3K/$703.4M)	QoQ -1.22% (-$3.2K) YoY NEW(+$260.3K)
Phillips 66(PSXcusip718546104)	2.1K	QoQ -3.35% (-73) YoY -5.87% (-131)	All Managers (Combined)	$259.3K	0.0% ($259.3K/$703.4M)	QoQ +4.70% (-$11.7K) YoY +87194.94% (-$259.0K)
CAPITAL ONE FINANCIAL CORP(COFcusip14040H105)	1.4K	QoQ -1.83% (-27) YoY -6.95% (-108)	All Managers (Combined)	$258.8K	0.0% ($258.8K/$703.4M)	QoQ -1.35% (-$3.6K) YoY +127400.49% (-$258.6K)
Medpace Holdings, Inc.(MEDPcusip58506Q109)	837	QoQ +10.71% (+81) YoY NEW(+837)	All Managers (Combined)	$255.0K	0.0% ($255.0K/$703.4M)	QoQ +1.53% (+$3.9K) YoY NEW(+$255.0K)
(cusip92206C409)✕	3.2K	QoQ +1.54% (+49) YoY +3.97% (+123)	All Managers (Combined)	$254.3K	0.0% ($254.3K/$703.4M)	QoQ +2.75% (+$6.8K) YoY +105843.75% (+$254.0K)
(cusip74347X831)✕	4.4K	QoQ +42.63% (+1.3K) YoY NEW(+4.4K)	All Managers (Combined)	$252.3K	0.0% ($252.3K/$703.4M)	QoQ +3.28% (+$8.0K) YoY NEW(+$252.3K)