13F Filings History of HBW ADVISORY SERVICES LLC

Latest 13F report
Q4 2025 - 23 Jan 2026
Value $
$920,340,422
Signature - Title
Todd Penrod - CCO
Location
Simi Valley, CA
Summary
This page shows a list of all the recent 13F filings made by HBW ADVISORY SERVICES LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. HBW ADVISORY SERVICES LLC reported 424 stock holdings with total value $920,340,422 as of Q4 2025. Top holdings included VOO, QQQ, SPMO, JEPI, and QVOY.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 424 $920,340,422 +$96,388,933 -$60,691,329 +$35,697,604 VOO, QQQ, SPMO, JEPI, QVOY 13F-HR 23 Jan 2026, 13:05
Q3 2025 416 $888,674,369 +$95,839,502 -$68,464,999 +$27,374,503 VOO, QQQ, SPMO, JEPI, QVOY 13F-HR 16 Oct 2025, 13:54
Q2 2025 398 $811,065,496 +$97,960,646 -$42,941,851 +$55,018,795 VOO, QQQ, JEPI, SPMO, COWZ 13F-HR 02 Jul 2025, 12:43
Q1 2025 386 $698,021,637 +$63,507,177 -$45,130,151 +$18,377,026 VOO, JEPI, QQQ, COWZ, QVOY 13F-HR 09 Apr 2025, 15:38
Q4 2024 375 $670,323,083 +$60,873,498 -$27,877,798 +$32,995,700 VOO, QQQ, COWZ, QVOY, SPMO 13F-HR 10 Jan 2025, 14:19
Q3 2024 362 $681,724,887 +$163,177,498 -$112,454,735 +$50,722,763 VOO, JEPI, QQQ, QVOY, COWZ 13F-HR 04 Oct 2024, 14:06
Q2 2024 333 $599,667,079 +$101,353,120 -$64,033,722 +$37,319,398 VOO, QVOY, JEPI, QQQ, COWZ 13F-HR 05 Jul 2024, 16:32
Q1 2024 303 $511,056,000 $0 $0 $0 QVOY, VOO, JEPI, QQQ, SPTS 13F-HR 19 Apr 2024, 14:27
Q4 2023 303 $529,740,000 +$36,920,809 -$23,985,160 +$12,935,649 QVOY, VOO, JEPI, QQQ, SPTS 13F-HR 16 Jan 2024, 16:31
Q3 2023 292 $454,299,000 +$103,213,956 -$73,418,931 +$29,795,025 QVOY, VOO, QQQ, AAPL, SPTS 13F-HR 11 Oct 2023, 18:46
Q2 2023 288 $456,067,000 +$85,259,721 -$33,631,535 +$51,628,186 QVOY, VOO, JEPI, AAPL, MSFT 13F-HR 05 Jul 2023, 18:13
Q1 2023 257 $387,795,000 +$50,799,094 -$52,349,502 -$1,550,408 QVOY, JEPI, AAPL, MSFT, VYM 13F-HR 07 Apr 2023, 14:02
Q4 2022 256 $375,738,000 +$65,978,160 -$51,162,778 +$14,815,382 QVOY, JEPI, FUTY, MRK, VYM 13F-HR 04 Jan 2023, 18:00
Q3 2022 231 $357,146,000 +$39,473,511 -$30,235,146 +$9,238,365 JEPI, VOO, GBIL, FUTY, AAPL 13F-HR 04 Oct 2022, 19:12
Q2 2022 219 $368,126,000 +$169,249,418 -$45,236,299 +$124,013,119 JEPI, VOO, GBIL, AAPL, MRK 13F-HR 13 Jul 2022, 14:59
Q1 2022 220 $284,184,000 +$33,522,207 -$153,208,625 -$119,686,418 VOO, NUSI, VTIP, AAPL, ARKK 13F-HR 18 Apr 2022, 13:36
Q4 2021 258 $428,185,000 +$59,271,902 -$39,640,879 +$19,631,023 NUSI, VOO, AAPL, ARKK, MSFT 13F-HR 11 Jan 2022, 14:08
Q3 2021 243 $385,998,000 +$59,997,350 -$42,245,966 +$17,751,384 VOO, NUSI, ARKK, BND, AAPL 13F-HR 08 Oct 2021, 13:41
Q2 2021 245 $379,583,000 +$50,998,354 -$62,319,762 -$11,321,408 VOO, ARKK, NUSI, AAPL, MSFT 13F-HR 14 Jul 2021, 18:08
Q1 2021 240 $367,832,000 +$83,125,166 -$45,280,972 +$37,844,194 VOO, ARKK, ONEQ, FBCG, AAPL 13F-HR 13 Apr 2021, 15:52
Q4 2020 220 $328,517,000 +$81,177,808 -$21,077,847 +$60,099,961 VOO, ARKK, AAPL, FHLC, FTEC 13F-HR 12 Jan 2021, 16:09
Q3 2020 189 $243,319,000 +$79,031,259 -$61,835,499 +$17,195,760 VOO, AAPL, ARKK, BND, MSFT 13F-HR 14 Oct 2020, 12:51
Q2 2020 185 $215,326,000 +$74,480,893 -$10,985,995 +$63,494,898 LGLV, VOO, FVD, AAPL, XLK 13F-HR 08 Jul 2020, 13:22
Q1 2020 104 $133,637,000 +$24,546,394 -$35,048,389 -$10,501,995 LGLV, FVD, AGG, VCSH, VOO 13F-HR 30 Apr 2020, 16:51
Q4 2019 141 $159,599,000 +$66,908,401 -$10,699,632 +$56,208,769 LGLV, FVD, VOO, DGRW, AGG 13F-HR 16 Jan 2020, 13:39
Q3 2019 60 $101,483,000 $0 $0 $0 LGLV, DGRW, AGG, DON, SPHD 13F-HR 10 Oct 2019, 19:27