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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Hbw-Advisory-Services
Data Enrichment
48% identified186 identified200 unidentified
Holdings
386 positions • $703.4M total value
Manager:
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Page 7 of 20
921078101
Shares:39.7K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$703.4M)
46137V464
Shares:10.3K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$703.4M)
35473P884
Shares:22.1K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$703.4M)
45782C474
Shares:32.1K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$703.4M)
33740U752
Shares:38.4K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$703.4M)
33737A108
Shares:10.1K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$703.4M)
45782C813
Shares:28.5K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$703.4M)
46654Q831
Shares:13.2K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$703.4M)
46138E354
Shares:15.2K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$703.4M)
46137V480
Shares:22.6K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$703.4M)
46138W107
Shares:18.3K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$703.4M)
37954Y632
Shares:30.5K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$703.4M)
33740F888
Shares:44.4K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$703.4M)
464288521
Shares:19.0K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$703.4M)
025072877
Shares:12.1K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$703.4M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 7.4K | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$703.4M) | |||
(cusip921078101)✕ | 39.7K | YoY NEW(+39.7K) | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$703.4M) | YoY NEW(+$1.2M) |
(cusip46137V464)✕ | 10.3K | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$703.4M) | ||
(cusip35473P884)✕ | 22.1K | YoY NEW(+22.1K) | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$703.4M) | YoY NEW(+$1.2M) |
| 2.3K | QoQ +4.15% (-93)YoY +2.23% (+51) | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$703.4M) | ||
(cusip45782C474)✕ | 32.1K | YoY NEW(+32.1K) | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$703.4M) | YoY NEW(+$1.1M) |
(cusip33740U752)✕ | 38.4K | QoQ +0.43% (-168)YoY NEW(+38.4K) | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$703.4M) | YoY NEW(+$1.1M) |
(cusip33737A108)✕ | 10.1K | QoQ +6.65% (+632)YoY NEW(+10.1K) | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$703.4M) | YoY NEW(+$1.1M) |
| 15.5K | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$703.4M) | |||
(cusip45782C813)✕ | 28.5K | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$703.4M) | ||
(cusip46654Q831)✕ | 13.2K | YoY NEW(+13.2K) | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$703.4M) | YoY NEW(+$1.1M) |
(cusip46138E354)✕ | 15.2K | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$703.4M) | ||
(cusip46137V480)✕ | 22.6K | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$703.4M) | ||
(cusip46138W107)✕ | 18.3K | YoY NEW(+18.3K) | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$703.4M) | YoY NEW(+$1.1M) |
(cusip37954Y632)✕ | 30.5K | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$703.4M) | ||
(cusip33740F888)✕ | 44.4K | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$703.4M) | ||
(cusip464288521)✕ | 19.0K | QoQ -0.04% (-8) | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$703.4M) | |
COCA COLA CO(KOcusip191216100) | 14.9K | YoY NEW(+14.9K) | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$703.4M) | YoY NEW(+$1.1M) |
(cusip025072877)✕ | 12.1K | QoQ +4.45% (-515)YoY NEW(+12.1K) | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$703.4M) | YoY NEW(+$1.1M) |
| 2.8K | All Managers (Combined) | $1.0M | 0.1% ($1.0M/$703.4M) |