HBW ADVISORY SERVICES LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 5, 2024
Value $
$603M
Signature - Title
Todd Penrod - cco
Location
2655 1 St Street, Ste 250, Simi Valley, CA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 333 $603M +$102M -$63M +$39M VOO, QVOY, JEPI, QQQ, COWZ 13F-HR 7/5/2024, 04:32 PM
Q1 2024 280 $510M $0 $0 QVOY, VOO, JEPI, QQQ, SPTS 13F-HR 4/19/2024, 02:27 PM
Q4 2023 301 $528M +$40.9M -$24.5M +$16.4M QVOY, VOO, JEPI, QQQ, SPTS 13F-HR 1/16/2024, 04:31 PM
Q3 2023 287 $449M +$102M -$47.4M +$55M QVOY, VOO, QQQ, AAPL, SPTS 13F-HR 10/11/2023, 06:46 PM
Q2 2023 285 $456M +$89M -$19.8M +$69.3M QVOY, VOO, JEPI, AAPL, MSFT 13F-HR 7/5/2023, 06:13 PM
Q1 2023 253 $388M +$51.1M -$23.5M +$27.6M QVOY, JEPI, AAPL, MSFT, VYM 13F-HR 4/7/2023, 02:02 PM
Q4 2022 251 $369M +$65.3M -$40.9M +$24.5M QVOY, JEPI, FUTY, MRK, VYM 13F-HR 1/4/2023, 05:00 PM
Q3 2022 228 $355M +$38.7M -$22.4M +$16.3M JEPI, VOO, GBIL, FUTY, AAPL 13F-HR 10/4/2022, 07:12 PM
Q2 2022 213 $366M +$169M -$21.6M +$147M JEPI, VOO, GBIL, AAPL, MRK 13F-HR 7/13/2022, 02:59 PM
Q1 2022 219 $283M +$33.2M -$91.1M -$57.8M VOO, NUSI, VTIP, AAPL, ARKK 13F-HR 4/18/2022, 01:36 PM
Q4 2021 260 $431M +$59.5M -$22.7M +$36.8M NUSI, VOO, AAPL, ARKK, MSFT 13F-HR 1/11/2022, 01:08 PM
Q3 2021 243 $386M +$60M -$42M +$18M VOO, NUSI, ARKK, BND, AAPL 13F-HR 10/8/2021, 01:41 PM
Q2 2021 245 $380M +$51M -$61.8M -$10.8M VOO, ARKK, NUSI, AAPL, MSFT 13F-HR 7/14/2021, 06:08 PM
Q1 2021 239 $371M +$83.2M -$45.3M +$37.9M VOO, ARKK, ONEQ, FBCG, AAPL 13F-HR 4/13/2021, 03:52 PM
Q4 2020 220 $329M +$81.2M -$7.68M +$73.5M VOO, ARKK, AAPL, FHLC, FTEC 13F-HR 1/12/2021, 03:09 PM
Q3 2020 188 $243M +$79M -$34.4M +$44.6M VOO, AAPL, ARKK, BND, MSFT 13F-HR 10/14/2020, 12:51 PM
Q2 2020 184 $215M +$74.5M -$6.49M +$68M LGLV, VOO, FVD, AAPL, XLK 13F-HR 7/8/2020, 01:22 PM
Q1 2020 101 $134M +$24.7M -$10.4M +$14.2M LGLV, FVD, AGG, VCSH, VOO 13F-HR 4/30/2020, 04:51 PM
Q4 2019 138 $160M +$66.9M -$4.97M +$61.9M LGLV, FVD, VOO, DGRW, AGG 13F-HR 1/16/2020, 12:39 PM
Q3 2019 57 $101M LGLV, DGRW, AGG, DON, SPHD 13F-HR 10/10/2019, 07:27 PM