Managers / Q4 2019 · view latest →
HBW ADVISORY SERVICES LLC
CIK 0001790525 · 2655 1ST STREET, STE 250, SIMI VALLEY, CA, 93065 · 8004733856
Reported Value
$171M
Q4 2019
Positions
141
Filings on Record
27
2019–present window
Filed
Jan 16, 2020
original filing
Summary
Hbw Advisory Services Llc reported $171M in U.S.-listed holdings across 141 positions for Q4 2019.
Its largest position, LGLV, represents 4.8% of the portfolio.
Compared with Q3 2019, the fund opened 88 new positions and exited 7.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2019
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $949M | 444 | May 4, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $920M | 424 | Jan 23, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $889M | 417 | Oct 16, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $811M | 399 | Jul 2, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $703M | 386 | Apr 9, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $975M | 376 | Jan 10, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $684M | 362 | Oct 4, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $603M | 333 | Jul 5, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $534,723 | 304 | Apr 19, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $534,723 | 304 | Jan 16, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $479,096 | 295 | Oct 12, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $461,113 | 291 | Jul 6, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $401,426 | 258 | Apr 7, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $380M | 257 | Jan 5, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $359M | 231 | Oct 5, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $387M | 220 | Jul 13, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $285M | 230 | Apr 18, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $432M | 260 | Jan 11, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $387M | 244 | Oct 8, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $380M | 250 | Jul 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $376M | 244 | Apr 13, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $329M | 221 | Jan 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $244M | 194 | Oct 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $215M | 185 | Jul 8, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $138M | 104 | Apr 30, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $171M | 141 | Jan 16, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $104M | 60 | Oct 11, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.