$171 Million is the total value of HBW ADVISORY SERVICES LLC's 142 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HYG | Exit | ISHARES TRiboxx hi yd etf | $0 | – | -21,444 | -100.0% | -0.04% | – |
| FYC | Exit | FIRST TR EXCNGE TRD ALPHADEXsml cp grw alp | $0 | – | -10,251 | -100.0% | -0.42% | – |
| SCHH | Exit | SCHWAB STRATEGIC TRus reit etf | $0 | – | -10,193 | -100.0% | -0.46% | – |
| BSJJ | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -33,173 | -100.0% | -0.76% | – |
| ONEV | Exit | SPDR SERIES TRUSTrussell low vol | $0 | – | -12,089 | -100.0% | -0.91% | – |
| PDBC | Exit | INVESCO ACTIVELY MANAGD ETFoptimum yield | $0 | – | -86,152 | -100.0% | -1.28% | – |
| IEI | Exit | ISHARES TR3 7 yr treas bd | $0 | – | -13,598 | -100.0% | -1.65% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 17 | Q3 2023 | 2.3% |
| VANGUARD BD INDEX FDS | 17 | Q3 2023 | 2.4% |
| SPDR SER TR | 17 | Q3 2023 | 2.8% |
| WISDOMTREE TR US QUALITY DIVID GROWTH FD | 17 | Q3 2023 | 4.8% |
| VISA INC | 17 | Q3 2023 | 2.7% |
| STARBUCKS CORP | 17 | Q3 2023 | 3.2% |
| META PLATFORMS INC | 17 | Q3 2023 | 2.5% |
| PROCTER & GAMBLE CO | 17 | Q3 2023 | 2.3% |
| UNION PACIFIC CORP | 17 | Q3 2023 | 2.0% |
| SALESFORCE INC | 17 | Q3 2023 | 1.8% |
View HBW ADVISORY SERVICES LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-01-16 |
| 13F-HR | 2023-10-12 |
| 13F-HR | 2023-07-06 |
| 13F-HR | 2023-04-07 |
| 13F-HR | 2023-01-05 |
| 13F-HR | 2022-10-05 |
| 13F-HR | 2022-07-13 |
| 13F-HR | 2022-04-18 |
| 13F-HR | 2022-01-11 |
View HBW ADVISORY SERVICES LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.