$387 Million is the total value of HBW ADVISORY SERVICES LLC's 244 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 22.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOO | Buy | VANGUARD INDEX FDS | $14,404,000 | +2.4% | 36,521 | +2.2% | 3.72% | +0.7% |
| NUSI | Buy | ETF SER SOLUTIONSnationwide rsk | $13,549,000 | +26.7% | 493,409 | +29.9% | 3.50% | +24.6% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $9,289,000 | +56.1% | 108,703 | +56.9% | 2.40% | +53.5% |
| AAPL | Buy | APPLE INC | $8,388,000 | +5.0% | 59,280 | +1.6% | 2.17% | +3.2% |
| SPTM | Buy | SPDR SER TRportfoli s&p1500 | $5,522,000 | +3.9% | 104,217 | +3.8% | 1.43% | +2.1% |
| VTIP | New | VANGUARD MALVERN FDSstrm infproidx | $5,502,000 | – | 104,635 | +100.0% | 1.42% | – |
| CRM | Buy | SALESFORCE COM INC | $5,254,000 | +12.4% | 19,372 | +1.2% | 1.36% | +10.6% |
| CLOU | Buy | GLOBAL X FDS | $5,050,000 | +53.9% | 172,481 | +50.0% | 1.31% | +51.3% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $4,923,000 | +84.0% | 32,966 | +81.9% | 1.27% | +80.8% |
| MCD | Buy | MCDONALDS CORP | $4,747,000 | +5.8% | 19,689 | +1.4% | 1.23% | +4.1% |
| MRK | Buy | MERCK & CO INC | $4,689,000 | +1.1% | 62,434 | +4.7% | 1.21% | -0.5% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $4,645,000 | +9.9% | 12,976 | +8.8% | 1.20% | +8.1% |
| DIS | Buy | DISNEY WALT CO | $4,627,000 | -0.7% | 27,356 | +3.2% | 1.20% | -2.3% |
| PG | Buy | PROCTER AND GAMBLE CO | $4,622,000 | +3.8% | 33,066 | +0.2% | 1.20% | +2.0% |
| PEP | Buy | PEPSICO INC | $4,343,000 | +1.8% | 28,871 | +0.2% | 1.12% | +0.1% |
| V | Buy | VISA INC | $4,304,000 | -4.3% | 19,320 | +0.5% | 1.11% | -5.8% |
| O | Buy | REALTY INCOME CORP | $4,230,000 | -0.9% | 65,217 | +2.0% | 1.09% | -2.5% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $4,217,000 | +0.7% | 9,826 | +0.4% | 1.09% | -0.9% |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $4,116,000 | -8.4% | 19,535 | +1.6% | 1.06% | -10.0% |
| UNP | Buy | UNION PAC CORP | $4,091,000 | -9.8% | 20,871 | +1.2% | 1.06% | -11.2% |
| FSTA | Buy | FIDELITY COVINGTON TRUSTconsmr staples | $3,790,000 | +104.3% | 90,556 | +107.9% | 0.98% | +100.8% |
| EMQQ | Buy | EXCHANGE TRADED CONCEPTS TRemqq em intern | $3,750,000 | -10.6% | 75,616 | +14.2% | 0.97% | -12.1% |
| MILN | Buy | GLOBAL X FDSmillennial consu | $3,628,000 | +3.4% | 84,424 | +4.2% | 0.94% | +1.7% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $3,564,000 | -18.3% | 24,073 | +25.2% | 0.92% | -19.6% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $3,312,000 | +21.7% | 26,021 | +20.4% | 0.86% | +19.7% |
| STIP | Buy | ISHARES TR0-5 yr tips etf | $3,181,000 | +11.5% | 30,119 | +12.3% | 0.82% | +9.7% |
| SPAB | Buy | SPDR SER TRportfolio agrgte | $2,979,000 | +5.0% | 99,801 | +5.6% | 0.77% | +3.2% |
| COWZ | Buy | PACER FDS TRus cash cows 100 | $2,979,000 | +71.9% | 68,171 | +68.3% | 0.77% | +68.9% |
| HYLS | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $2,823,000 | +23.3% | 58,590 | +24.2% | 0.73% | +21.3% |
| GTO | Buy | INVESCO ACTIVELY MANAGED ETFtotal return | $2,818,000 | +2.5% | 49,605 | +3.0% | 0.73% | +0.8% |
| AMZN | Buy | AMAZON COM INC | $2,697,000 | +1.4% | 821 | +6.2% | 0.70% | -0.3% |
| MTUM | Buy | ISHARES TRmsci usa mmentm | $2,693,000 | +352.6% | 15,341 | +347.1% | 0.70% | +346.2% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $2,600,000 | -0.5% | 9,884 | +1.7% | 0.67% | -2.2% |
| IPAY | Buy | ETF MANAGERS TRprime mobile pay | $2,518,000 | +7.4% | 37,214 | +11.8% | 0.65% | +5.5% |
| CALF | Buy | PACER FDS TRpacer us small | $2,498,000 | +92.2% | 58,889 | +102.2% | 0.65% | +88.9% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $2,375,000 | +869.4% | 10,052 | +870.3% | 0.61% | +859.4% |
| UTG | New | REAVES UTIL INCOME FD | $2,346,000 | – | 71,600 | +100.0% | 0.61% | – |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $2,320,000 | +1.7% | 64,073 | +3.3% | 0.60% | 0.0% |
| SCHG | New | SCHWAB STRATEGIC TRus lcap gr etf | $2,129,000 | – | 14,378 | +100.0% | 0.55% | – |
| FBT | New | FIRST TR EXCHANGE-TRADED FDny arca biotech | $2,071,000 | – | 12,472 | +100.0% | 0.54% | – |
| PSK | Buy | SPDR SER TRice pfd sec etf | $1,844,000 | -1.0% | 42,433 | +0.7% | 0.48% | -2.7% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $1,805,000 | -1.2% | 42,436 | +5.7% | 0.47% | -2.7% |
| BUG | New | GLOBAL X FDScybrscurty etf | $1,717,000 | – | 56,293 | +100.0% | 0.44% | – |
| VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $1,678,000 | -3.1% | 9,200 | +0.3% | 0.43% | -4.6% |
| LIT | New | GLOBAL X FDSlithium btry etf | $1,597,000 | – | 19,486 | +100.0% | 0.41% | – |
| IAI | New | ISHARES TRus br del se etf | $1,575,000 | – | 15,087 | +100.0% | 0.41% | – |
| SMH | Buy | VANECK VECTORS ETF TRsemiconductor et | $1,559,000 | +611.9% | 6,081 | +629.1% | 0.40% | +594.8% |
| BNDX | Buy | VANGUARD CHARLOTTE FDSintl bd idx etf | $1,452,000 | +37.6% | 25,496 | +38.0% | 0.38% | +35.4% |
| HUSV | Buy | FIRST TR EXCH TRADED FD IIIhorizon dmst etf | $1,417,000 | +0.9% | 44,364 | +0.2% | 0.37% | -0.8% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $1,405,000 | +14.5% | 2,460 | +1.1% | 0.36% | +12.4% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,384,000 | +17.1% | 27,674 | +27.2% | 0.36% | +15.1% |
| AIRR | Buy | FIRST TR EXCHANGE-TRADED FDrba indl etf | $1,312,000 | +9.2% | 31,998 | +9.2% | 0.34% | +7.3% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $1,277,000 | +140.5% | 4,401 | +137.5% | 0.33% | +135.7% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $1,239,000 | +18.3% | 3,088 | +17.6% | 0.32% | +16.4% |
| CERN | Buy | CERNER CORP | $1,194,000 | -9.6% | 16,938 | +0.2% | 0.31% | -11.0% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $1,146,000 | +12.6% | 430 | +5.9% | 0.30% | +10.4% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $1,126,000 | +48.5% | 4,107 | +47.1% | 0.29% | +46.2% |
| DGRO | Buy | ISHARES TRcore div grwth | $1,102,000 | +2.2% | 21,933 | +2.5% | 0.28% | +0.7% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $1,023,000 | +5.7% | 5,703 | +5.2% | 0.26% | +3.9% |
| TSLA | Buy | TESLA INC | $1,012,000 | +16.9% | 1,305 | +2.5% | 0.26% | +14.9% |
| HDMV | Buy | FIRST TR EXCH TRADED FD IIIhorizon mngd etf | $1,006,000 | -1.8% | 32,629 | +0.4% | 0.26% | -3.3% |
| VMBS | Buy | VANGUARD SCOTTSDALE FDSmortg-back sec | $1,001,000 | +24.0% | 18,789 | +24.2% | 0.26% | +22.2% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $994,000 | +324.8% | 19,687 | +332.7% | 0.26% | +314.5% |
| QYLD | Buy | GLOBAL X FDSnasdaq 100 cover | $985,000 | +9.1% | 44,634 | +11.0% | 0.26% | +7.6% |
| SRLN | Buy | SSGA ACTIVE ETF TRblackstone senr | $971,000 | +0.9% | 21,100 | +1.5% | 0.25% | -0.8% |
| ARKG | Buy | ARK ETF TRgenomic rev etf | $962,000 | -9.2% | 12,874 | +12.5% | 0.25% | -10.4% |
| FPXI | Buy | FIRST TR EXCHANGE TRADED FDintl equity opp | $952,000 | -0.7% | 14,864 | +6.0% | 0.25% | -2.4% |
| T | Buy | AT&T INC | $937,000 | +19.8% | 34,685 | +27.6% | 0.24% | +17.5% |
| AIQ | Buy | GLOBAL X FDSartificial etf | $919,000 | +0.8% | 30,291 | +1.3% | 0.24% | -0.8% |
| USRT | Buy | ISHARES TRcre u s reit etf | $922,000 | +2.4% | 15,724 | +1.9% | 0.24% | +0.4% |
| BIL | Buy | SPDR SER TRspdr bloomberg | $911,000 | +3.2% | 9,962 | +3.2% | 0.24% | +1.7% |
| SPYD | Buy | SPDR SER TRprtflo s&p500 hi | $886,000 | +2.2% | 22,641 | +4.7% | 0.23% | +0.4% |
| WCLD | Buy | WISDOMTREE TR | $886,000 | +3.6% | 15,376 | +0.5% | 0.23% | +1.8% |
| AVGO | Buy | BROADCOM INC | $851,000 | +8.7% | 1,755 | +6.8% | 0.22% | +6.8% |
| PFF | New | ISHARES TRpfd and incm sec | $843,000 | – | 21,713 | +100.0% | 0.22% | – |
| PDBC | Buy | INVESCO ACTIVLY MANGD ETC FDoptimum yield | $841,000 | +69.6% | 39,950 | +61.7% | 0.22% | +66.9% |
| CWB | New | SPDR SER TRblmbrg brc cnvrt | $833,000 | – | 9,761 | +100.0% | 0.22% | – |
| ENB | Buy | ENBRIDGE INC | $825,000 | +29.5% | 20,722 | +30.3% | 0.21% | +27.5% |
| NVDA | Buy | NVIDIA CORPORATION | $815,000 | +163.8% | 3,937 | +919.9% | 0.21% | +160.5% |
| RDVY | Buy | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $797,000 | +19.7% | 16,786 | +21.0% | 0.21% | +17.7% |
| PFE | Buy | PFIZER INC | $794,000 | +22.2% | 18,479 | +11.3% | 0.20% | +19.9% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $788,000 | +4.4% | 20,357 | +6.3% | 0.20% | +2.5% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $789,000 | +2.5% | 3,554 | +2.9% | 0.20% | +1.0% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $764,000 | +8.2% | 8,862 | +8.2% | 0.20% | +6.5% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $738,000 | +112.1% | 9,011 | +112.5% | 0.19% | +109.9% |
| VTV | New | VANGUARD INDEX FDSvalue etf | $738,000 | – | 5,450 | +100.0% | 0.19% | – |
| FDVV | Buy | FIDELITY COVINGTON TRUSThigh divid etf | $730,000 | -1.4% | 19,725 | +0.5% | 0.19% | -3.1% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $673,000 | -4.0% | 6,877 | +0.4% | 0.17% | -5.4% |
| MMM | Buy | 3M CO | $631,000 | -0.5% | 3,597 | +12.7% | 0.16% | -2.4% |
| SPHB | Buy | INVESCO EXCH TRADED FD TR IIs&p 500 hb etf | $618,000 | +35.2% | 8,453 | +39.6% | 0.16% | +33.3% |
| CSCO | Buy | CISCO SYS INC | $614,000 | +11.6% | 11,271 | +8.6% | 0.16% | +9.7% |
| IYR | Buy | ISHARES TRu.s. real es etf | $602,000 | +5.1% | 5,881 | +4.7% | 0.16% | +3.3% |
| SMLV | Buy | SPDR SER TRssga us smal etf | $588,000 | +9.5% | 5,239 | +9.9% | 0.15% | +7.8% |
| RVNU | Buy | DBX ETF TRxtrack mun infra | $562,000 | 0.0% | 19,358 | +1.7% | 0.14% | -2.0% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $549,000 | +8.9% | 7,969 | +10.5% | 0.14% | +6.8% |
| XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $550,000 | +4.6% | 12,378 | +4.3% | 0.14% | +2.9% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $551,000 | +13.8% | 206 | +4.0% | 0.14% | +11.8% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $546,000 | +4.0% | 2,002 | +6.1% | 0.14% | +2.2% |
| BOTZ | Buy | GLOBAL X FDSrbtcs artfl inte | $541,000 | +80.3% | 14,781 | +72.4% | 0.14% | +77.2% |
| FEMS | New | FIRST TR EXCH TRD ALPHDX FDem sml cp alph | $527,000 | – | 12,472 | +100.0% | 0.14% | – |
| IVOL | Buy | KRANESHARES TRquadrtc int rt | $510,000 | +5.6% | 18,316 | +4.7% | 0.13% | +3.9% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $512,000 | +6.2% | 2,162 | +6.5% | 0.13% | +3.9% |
| INTC | Buy | INTEL CORP | $511,000 | -3.6% | 9,586 | +1.6% | 0.13% | -5.0% |
| MO | Buy | ALTRIA GROUP INC | $494,000 | +21.4% | 10,856 | +27.1% | 0.13% | +19.6% |
| QQQM | Buy | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $482,000 | +6.2% | 3,279 | +5.2% | 0.12% | +5.0% |
| FTXO | New | FIRST TR EXCHANGE-TRADED FDnasdaq bk etf | $474,000 | – | 14,535 | +100.0% | 0.12% | – |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $470,000 | +88.0% | 2,149 | +93.4% | 0.12% | +84.8% |
| COFS | New | CHOICEONE FINL SVCS INC | $459,000 | – | 18,550 | +100.0% | 0.12% | – |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $455,000 | +5.6% | 9,030 | +5.5% | 0.12% | +4.4% |
| CARZ | Buy | FIRST TR EXCHANGE TRADED FDauto index fd | $458,000 | +7.5% | 7,853 | +11.7% | 0.12% | +5.4% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $445,000 | +49.8% | 7,106 | +49.8% | 0.12% | +47.4% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $440,000 | +6.8% | 7,428 | +20.5% | 0.11% | +5.6% |
| WPC | Buy | WP CAREY INC | $439,000 | +81.4% | 6,021 | +85.5% | 0.11% | +78.1% |
| ULST | New | SSGA ACTIVE ETF TRult sht trm bd | $438,000 | – | 10,831 | +100.0% | 0.11% | – |
| HDV | Buy | ISHARES TRcore high dv etf | $429,000 | -2.1% | 4,555 | +0.4% | 0.11% | -3.5% |
| TLT | New | ISHARES TR20 yr tr bd etf | $422,000 | – | 2,927 | +100.0% | 0.11% | – |
| TOL | New | TOLL BROTHERS INC | $418,000 | – | 7,565 | +100.0% | 0.11% | – |
| IDLV | Buy | INVESCO EXCH TRADED FD TR IIs&p intl low | $414,000 | -0.7% | 13,519 | +0.3% | 0.11% | -2.7% |
| AOM | Buy | ISHARES TRmodert alloc etf | $403,000 | -0.5% | 9,000 | +0.2% | 0.10% | -1.9% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $391,000 | +16.7% | 2,819 | +23.3% | 0.10% | +14.8% |
| MOAT | New | VANECK VECTORS ETF TRmorningstar wide | $390,000 | – | 5,329 | +100.0% | 0.10% | – |
| MBB | Buy | ISHARES TRmbs etf | $384,000 | +2.9% | 3,552 | +3.0% | 0.10% | +1.0% |
| FIXD | Buy | FIRST TR EXCHNG TRADED FD VItcw opportunis | $369,000 | +59.7% | 6,888 | +59.6% | 0.10% | +55.7% |
| HBAN | New | HUNTINGTON BANCSHARES INC | $368,000 | – | 23,785 | +100.0% | 0.10% | – |
| OMC | Buy | OMNICOM GROUP INC | $359,000 | +178.3% | 4,948 | +206.0% | 0.09% | +173.5% |
| K | Buy | KELLOGG CO | $349,000 | +30.7% | 5,464 | +31.7% | 0.09% | +28.6% |
| NOC | New | NORTHROP GRUMMAN CORP | $341,000 | – | 948 | +100.0% | 0.09% | – |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $341,000 | -2.6% | 6,323 | +1.2% | 0.09% | -4.3% |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $334,000 | +14.8% | 5,318 | +560.6% | 0.09% | +11.7% |
| DRIV | Buy | GLOBAL X FDSautonmous ev etf | $327,000 | +8.6% | 11,947 | +12.3% | 0.08% | +7.6% |
| SPTL | Buy | SPDR SER TRportfolio ln tsr | $326,000 | +3.8% | 7,905 | +4.1% | 0.08% | +1.2% |
| ESGU | Buy | ISHARES TResg awr msci usa | $311,000 | +1.6% | 3,163 | +1.7% | 0.08% | 0.0% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $304,000 | -0.3% | 9,970 | +7.6% | 0.08% | -1.2% |
| BIV | New | VANGUARD BD INDEX FDSintermed term | $303,000 | – | 3,385 | +100.0% | 0.08% | – |
| GOVT | Buy | ISHARES TRus treas bd etf | $290,000 | +5.1% | 10,933 | +5.3% | 0.08% | +2.7% |
| AXP | Buy | AMERICAN EXPRESS CO | $269,000 | +8.5% | 1,607 | +7.3% | 0.07% | +7.7% |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $259,000 | – | 4,049 | +100.0% | 0.07% | – |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $254,000 | -2.7% | 865 | +3.2% | 0.07% | -4.3% |
| JEPI | New | J P MORGAN EXCHANGE-TRADED Fequity premium | $254,000 | – | 4,259 | +100.0% | 0.07% | – |
| VFH | New | VANGUARD WORLD FDSfinancials etf | $246,000 | – | 2,655 | +100.0% | 0.06% | – |
| BLV | New | VANGUARD BD INDEX FDSlong term bond | $247,000 | – | 2,414 | +100.0% | 0.06% | – |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $249,000 | 0.0% | 2,849 | +0.6% | 0.06% | -1.5% |
| TPLC | Buy | TIMOTHY PLANus lrgmd cp core | $244,000 | +10.4% | 7,013 | +10.9% | 0.06% | +8.6% |
| JMST | Buy | J P MORGAN EXCHANGE-TRADED Fultra sht muncpl | $243,000 | +8.5% | 4,751 | +8.3% | 0.06% | +6.8% |
| SOCL | Buy | GLOBAL X FDSsocial med etf | $237,000 | -16.0% | 3,897 | +0.1% | 0.06% | -17.6% |
| CMF | Buy | ISHARES TRcalif mun bd etf | $234,000 | +5.9% | 3,769 | +6.8% | 0.06% | +5.2% |
| ICF | Buy | ISHARES TRcohen steer reit | $231,000 | +0.4% | 3,534 | +0.3% | 0.06% | 0.0% |
| PKW | New | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $231,000 | – | 2,566 | +100.0% | 0.06% | – |
| ADI | Buy | ANALOG DEVICES INC | $225,000 | +6.1% | 1,345 | +9.3% | 0.06% | +3.6% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $216,000 | -3.1% | 9,989 | +7.9% | 0.06% | -5.1% |
| DNMR | Buy | DANIMER SCIENTIFIC INC | $210,000 | -29.8% | 12,827 | +7.5% | 0.05% | -31.6% |
| AMGN | Buy | AMGEN INC | $208,000 | -5.5% | 977 | +8.0% | 0.05% | -6.9% |
| SOXX | Buy | ISHARES TRishares semicdtr | $207,000 | +2.0% | 464 | +3.6% | 0.05% | +1.9% |
| ILTB | New | ISHARES TRcore lt usdb etf | $205,000 | – | 2,862 | +100.0% | 0.05% | – |
| XLG | New | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $206,000 | – | 625 | +100.0% | 0.05% | – |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $202,000 | -2.9% | 2,554 | +0.9% | 0.05% | -5.5% |
| UPST | New | UPSTART HLDGS INC | $203,000 | – | 640 | +100.0% | 0.05% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $202,000 | – | 1,961 | +100.0% | 0.05% | – |
| F | Buy | FORD MTR CO DEL | $182,000 | +4.0% | 12,877 | +9.5% | 0.05% | +2.2% |
| ET | Buy | ENERGY TRANSFER L P | $97,000 | -9.3% | 10,085 | +0.5% | 0.02% | -10.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-08
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.