$329 Million is the total value of HBW ADVISORY SERVICES LLC's 121 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 104.8% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
XLU | Exit | SELECT SECTOR SPDR TRput | $0 | – | -500 | -100.0% | 0.00% | – |
SPY | Exit | SPDR S&P 500 ETF TRput | $0 | – | -900 | -100.0% | -0.00% | – |
UPWK | Exit | UPWORK INC | $0 | – | -517 | -100.0% | -0.00% | – |
HYG | Exit | ISHARES TRput | $0 | – | -12,900 | -100.0% | -0.01% | – |
ACIW | Exit | ACI WORLDWIDE INC | $0 | – | -686 | -100.0% | -0.01% | – |
BAC | Exit | BK OF AMERICA CORPcall | $0 | – | -3,500 | -100.0% | -0.01% | – |
SDIV | Exit | GLOBAL X FDSglb x superdiv | $0 | – | -15,100 | -100.0% | -0.05% | – |
BOTZ | Exit | GLOBAL X FDSrbtcs artfl inte | $0 | – | -7,583 | -100.0% | -0.09% | – |
SCHP | Exit | SCHWAB STRATEGIC TRus tips etf | $0 | – | -3,559 | -100.0% | -0.09% | – |
BMY | Exit | BRISTOL-MYERS SQUIBB CO | $0 | – | -3,783 | -100.0% | -0.09% | – |
PDBC | Exit | INVESCO ACTIVELY MANAGED ETC FDoptimum yield | $0 | – | -19,049 | -100.0% | -0.11% | – |
IBUY | Exit | AMPLIFY ETF TRonlin retl etf | $0 | – | -3,036 | -100.0% | -0.11% | – |
ITB | Exit | ISHARES TRus home cons etf | $0 | – | -6,150 | -100.0% | -0.14% | – |
IYT | Exit | ISHARES TRtrans avg etf | $0 | – | -3,038 | -100.0% | -0.25% | – |
XLB | Exit | SELECT SECTOR SPDR TRsbi materials | $0 | – | -9,608 | -100.0% | -0.25% | – |
XHB | Exit | SPDR SER TRs&p homebuild | $0 | – | -11,448 | -100.0% | -0.25% | – |
SCHG | Exit | SCHWAB STRATEGIC TRus lcap gr etf | $0 | – | -5,542 | -100.0% | -0.26% | – |
FDIS | Exit | FIDELITY COVINGTON TRmsci consm dis | $0 | – | -23,531 | -100.0% | -0.60% | – |
BSJL | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -69,229 | -100.0% | -0.65% | – |
GBUY | Exit | GOLDMAN SACHS ETF TRnew age consu | $0 | – | -24,166 | -100.0% | -0.82% | – |
GFIN | Exit | GOLDMAN SACHS ETF TRfinance reimagi | $0 | – | -32,544 | -100.0% | -0.86% | – |
GDX | Exit | VANECK VECTORS ETF TRgold miners etf | $0 | – | -56,609 | -100.0% | -0.91% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-12
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.