HBW ADVISORY SERVICES LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 10, 2025
Value $
$670M
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 375 stock holdings with total value $670M as of Q4 2024. Top holdings included VOO, QQQ, COWZ, QVOY, and SPMO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 375 $670M +$60.9M -$27.9M +$33M VOO, QQQ, COWZ, QVOY, SPMO 13F-HR 1/10/2025, 02:19 PM
Q3 2024 362 $682M +$163M -$112M +$50.7M VOO, JEPI, QQQ, QVOY, COWZ 13F-HR 10/4/2024, 02:06 PM
Q2 2024 333 $600M +$101M -$64M +$37.3M VOO, QVOY, JEPI, QQQ, COWZ 13F-HR 7/5/2024, 04:32 PM
Q1 2024 303 $511M $0 $0 QVOY, VOO, JEPI, QQQ, SPTS 13F-HR 4/19/2024, 02:27 PM
Q4 2023 303 $530M +$36.9M -$24M +$12.9M QVOY, VOO, JEPI, QQQ, SPTS 13F-HR 1/16/2024, 04:31 PM
Q3 2023 292 $454M +$103M -$73.4M +$29.8M QVOY, VOO, QQQ, AAPL, SPTS 13F-HR 10/11/2023, 06:46 PM
Q2 2023 288 $456M +$85.3M -$33.6M +$51.6M QVOY, VOO, JEPI, AAPL, MSFT 13F-HR 7/5/2023, 06:13 PM
Q1 2023 257 $388M +$50.8M -$52.3M -$1.55M QVOY, JEPI, AAPL, MSFT, VYM 13F-HR 4/7/2023, 02:02 PM
Q4 2022 256 $376M +$66M -$51.2M +$14.8M QVOY, JEPI, FUTY, MRK, VYM 13F-HR 1/4/2023, 06:00 PM
Q3 2022 231 $357M +$39.5M -$30.2M +$9.24M JEPI, VOO, GBIL, FUTY, AAPL 13F-HR 10/4/2022, 07:12 PM
Q2 2022 219 $368M +$169M -$45.2M +$124M JEPI, VOO, GBIL, AAPL, MRK 13F-HR 7/13/2022, 02:59 PM
Q1 2022 220 $284M +$33.5M -$153M -$120M VOO, NUSI, VTIP, AAPL, ARKK 13F-HR 4/18/2022, 01:36 PM
Q4 2021 258 $428M +$59.3M -$39.6M +$19.6M NUSI, VOO, AAPL, ARKK, MSFT 13F-HR 1/11/2022, 02:08 PM
Q3 2021 243 $386M +$60M -$42.2M +$17.8M VOO, NUSI, ARKK, BND, AAPL 13F-HR 10/8/2021, 01:41 PM
Q2 2021 245 $380M +$51M -$62.3M -$11.3M VOO, ARKK, NUSI, AAPL, MSFT 13F-HR 7/14/2021, 06:08 PM
Q1 2021 240 $368M +$83.1M -$45.3M +$37.8M VOO, ARKK, ONEQ, FBCG, AAPL 13F-HR 4/13/2021, 03:52 PM
Q4 2020 220 $329M +$81.2M -$21.1M +$60.1M VOO, ARKK, AAPL, FHLC, FTEC 13F-HR 1/12/2021, 04:09 PM
Q3 2020 189 $243M +$79M -$61.8M +$17.2M VOO, AAPL, ARKK, BND, MSFT 13F-HR 10/14/2020, 12:51 PM
Q2 2020 185 $215M +$74.5M -$11M +$63.5M LGLV, VOO, FVD, AAPL, XLK 13F-HR 7/8/2020, 01:22 PM
Q1 2020 104 $134M +$24.5M -$35M -$10.5M LGLV, FVD, AGG, VCSH, VOO 13F-HR 4/30/2020, 04:51 PM
Q4 2019 141 $160M +$66.9M -$10.7M +$56.2M LGLV, FVD, VOO, DGRW, AGG 13F-HR 1/16/2020, 01:39 PM
Q3 2019 60 $101M $0 $0 LGLV, DGRW, AGG, DON, SPHD 13F-HR 10/10/2019, 07:27 PM