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:

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33738D788

Shares:305.0K

Value:$6.4M

% of Portfolio:0.9% ($6.4M/$703.4M)

33740F565

Shares:268.4K

Value:$6.3M

% of Portfolio:0.9% ($6.3M/$703.4M)

46138G649

Shares:27.4K

Value:$5.3M

% of Portfolio:0.8% ($5.3M/$703.4M)

AT&T INC.

T|00206R102

Shares:179.2K

Value:$5.1M

% of Portfolio:0.7% ($5.1M/$703.4M)

33738D408

Shares:121.8K

Value:$5.0M

% of Portfolio:0.7% ($5.0M/$703.4M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:9.2K

Value:$4.9M

% of Portfolio:0.7% ($4.9M/$703.4M)

VISA INC.

V|92826C839

Shares:13.6K

Value:$4.8M

% of Portfolio:0.7% ($4.8M/$703.4M)

78464A649

Shares:178.6K

Value:$4.6M

% of Portfolio:0.6% ($4.6M/$703.4M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:8.7K

Value:$4.6M

% of Portfolio:0.6% ($4.6M/$703.4M)

Alphabet Inc.

GOOGL|02079K305

Shares:28.4K

Value:$4.4M

% of Portfolio:0.6% ($4.4M/$703.4M)

33738D101

Shares:109.8K

Value:$4.1M

% of Portfolio:0.6% ($4.1M/$703.4M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:90.0K

Value:$4.1M

% of Portfolio:0.6% ($4.1M/$703.4M)

14020G101

Shares:117.2K

Value:$4.0M

% of Portfolio:0.6% ($4.0M/$703.4M)

33740F805

Shares:89.7K

Value:$3.9M

% of Portfolio:0.6% ($3.9M/$703.4M)

Tesla, Inc.

TSLA|88160R101

Shares:14.9K

Value:$3.9M

% of Portfolio:0.5% ($3.9M/$703.4M)

MCDONALDS CORP

MCD|580135101

Shares:12.2K

Value:$3.8M