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

Page 17 of 20

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78470P507

Shares:9.7K

Value:$249.7K

% of Portfolio:0.0% ($249.7K/$703.4M)

Parker-Hannifin Corp

PH|701094104

Shares:409

Value:$248.3K

% of Portfolio:0.0% ($248.3K/$703.4M)

14021D107

Shares:8.0K

Value:$247.7K

% of Portfolio:0.0% ($247.7K/$703.4M)

GE Vernova Inc.

GEV|36828A101

Shares:810

Value:$247.3K

% of Portfolio:0.0% ($247.3K/$703.4M)

S&P Global Inc.

SPGI|78409V104

Shares:486

Value:$246.9K

% of Portfolio:0.0% ($246.9K/$703.4M)

Primerica, Inc.

PRI|74164M108

Shares:866

Value:$246.4K

% of Portfolio:0.0% ($246.4K/$703.4M)

BXP, Inc.

BXP|101121101

Shares:3.7K

Value:$245.6K

% of Portfolio:0.0% ($245.6K/$703.4M)

067901108

Shares:12.6K

Value:$244.9K

% of Portfolio:0.0% ($244.9K/$703.4M)

389930207

Shares:6.7K

Value:$244.3K

% of Portfolio:0.0% ($244.3K/$703.4M)

DECKERS OUTDOOR CORP

DECK|243537107

Shares:2.2K

Value:$244.1K

% of Portfolio:0.0% ($244.1K/$703.4M)

316092832

Shares:4.9K

Value:$243.6K

% of Portfolio:0.0% ($243.6K/$703.4M)

33740F557

Shares:9.1K

Value:$242.0K

% of Portfolio:0.0% ($242.0K/$703.4M)

AXON ENTERPRISE, INC.

AXON|05464C101

Shares:460

Value:$241.9K

% of Portfolio:0.0% ($241.9K/$703.4M)

78467V608

Shares:5.8K

Value:$238.8K

% of Portfolio:0.0% ($238.8K/$703.4M)

464287523

Shares:1.3K

Value:$238.6K

% of Portfolio:0.0% ($238.6K/$703.4M)

37960A529

Shares:5.1K

Value:$237.6K

% of Portfolio:0.0% ($237.6K/$703.4M)

464287457

Shares:2.8K

Value:$234.2K

% of Portfolio:0.0% ($234.2K/$703.4M)

35473P439

Shares:8.8K

Value:$233.4K

% of Portfolio:0.0% ($233.4K/$703.4M)

46429B697

USMV|46429B697

Shares:2.5K

Value:$231.8K

% of Portfolio:0.0% ($231.8K/$703.4M)

922908538

VOT|922908538

Shares:947

Value:$231.7K

% of Portfolio:0.0% ($231.7K/$703.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78470P507)✕	9.7K	QoQ +5.86% (+535) YoY +11.22% (+974)	All Managers (Combined)	$249.7K	0.0% ($249.7K/$703.4M)	QoQ +8.03% (+$18.6K) YoY +110405.30% (+$249.5K)
Parker-Hannifin Corp(PHcusip701094104)	409	QoQ -2.85% (-12) YoY NEW(+409)	All Managers (Combined)	$248.3K	0.0% ($248.3K/$703.4M)	QoQ -7.14% (-$19.1K) YoY NEW(+$248.3K)
(cusip14021D107)✕	8.0K	QoQ +21.31% (+1.4K) YoY NEW(+8.0K)	All Managers (Combined)	$247.7K	0.0% ($247.7K/$703.4M)	QoQ +20.18% (+$41.6K) YoY NEW(+$247.7K)
GE Vernova Inc.(GEVcusip36828A101)	810	QoQ NEW(+810) YoY NEW(+810)	All Managers (Combined)	$247.3K	0.0% ($247.3K/$703.4M)	QoQ NEW(+$247.3K) YoY NEW(+$247.3K)
S&P Global Inc.(SPGIcusip78409V104)	486	QoQ +2.74% (+13) YoY NEW(+486)	All Managers (Combined)	$246.9K	0.0% ($246.9K/$703.4M)	QoQ +4.77% (+$11.2K) YoY NEW(+$246.9K)
Primerica, Inc.(PRIcusip74164M108)	866	QoQ 0.00% (+0) YoY NEW(+866)	All Managers (Combined)	$246.4K	0.0% ($246.4K/$703.4M)	QoQ +4.83% (+$11.4K) YoY NEW(+$246.4K)
BXP, Inc.(BXPcusip101121101)	3.7K	QoQ -10.52% (-430) YoY NEW(+3.7K)	All Managers (Combined)	$245.6K	0.0% ($245.6K/$703.4M)	QoQ -19.14% (-$58.2K) YoY NEW(+$245.6K)
(cusip067901108)✕	12.6K	QoQ NEW(+12.6K) YoY NEW(+12.6K)	All Managers (Combined)	$244.9K	0.0% ($244.9K/$703.4M)	QoQ NEW(+$244.9K) YoY NEW(+$244.9K)
(cusip389930207)✕	6.7K	QoQ NEW(+6.7K) YoY NEW(+6.7K)	All Managers (Combined)	$244.3K	0.0% ($244.3K/$703.4M)	QoQ NEW(+$244.3K) YoY NEW(+$244.3K)
DECKERS OUTDOOR CORP(DECKcusip243537107)	2.2K	QoQ -0.86% (-19) YoY +454.06% (+1.8K)	All Managers (Combined)	$244.1K	0.0% ($244.1K/$703.4M)	QoQ -45.42% (-$203.1K) YoY +92706.46% (+$243.8K)
(cusip316092832)✕	4.9K	QoQ +0.06% (-3) YoY -11.98% (-664)	All Managers (Combined)	$243.6K	0.0% ($243.6K/$703.4M)	QoQ -2.73% (-$6.9K) YoY +100165.02% (-$243.4K)
(cusip33740F557)✕	9.1K	QoQ 0.00% (-0) YoY -20.85% (-2.4K)	All Managers (Combined)	$242.0K	0.0% ($242.0K/$703.4M)	QoQ -5.63% (-$14.5K) YoY +86937.41% (-$241.7K)
AXON ENTERPRISE, INC.(AXONcusip05464C101)	460	QoQ -7.44% (-37) YoY NEW(+460)	All Managers (Combined)	$241.9K	0.0% ($241.9K/$703.4M)	QoQ -18.09% (-$53.4K) YoY NEW(+$241.9K)
(cusip78467V608)✕	5.8K	QoQ +1.37% (-79) YoY -55.60% (-7.3K)	All Managers (Combined)	$238.8K	0.0% ($238.8K/$703.4M)	QoQ -0.08% (-$201) YoY +43469.52% (-$238.2K)
(cusip464287523)✕	1.3K	QoQ -13.62% (-200) YoY NEW(+1.3K)	All Managers (Combined)	$238.6K	0.0% ($238.6K/$703.4M)	QoQ -24.59% (-$77.8K) YoY NEW(+$238.6K)
(cusip37960A529)✕	5.1K	QoQ NEW(+5.1K) YoY NEW(+5.1K)	All Managers (Combined)	$237.6K	0.0% ($237.6K/$703.4M)	QoQ NEW(+$237.6K) YoY NEW(+$237.6K)
(cusip464287457)✕	2.8K	QoQ -5.00% (-149) YoY -31.84% (-1.3K)	All Managers (Combined)	$234.2K	0.0% ($234.2K/$703.4M)	QoQ -4.12% (-$10.1K) YoY +68575.65% (-$233.8K)
(cusip35473P439)✕	8.8K	QoQ -1.11% (-99) YoY NEW(+8.8K)	All Managers (Combined)	$233.4K	0.0% ($233.4K/$703.4M)	QoQ +0.89% (-$2.1K) YoY NEW(+$233.4K)
(USMVcusip46429B697)	2.5K	QoQ +0.20% (+5) YoY -10.74% (-298)	All Managers (Combined)	$231.8K	0.0% ($231.8K/$703.4M)	QoQ +5.67% (+$12.4K) YoY +107211.57% (-$231.6K)
(VOTcusip922908538)	947	QoQ NEW(+947) YoY -45.32% (-785)	All Managers (Combined)	$231.7K	0.0% ($231.7K/$703.4M)	QoQ NEW(+$231.7K) YoY +60866.84% (-$231.3K)