Managers / Q1 2025 · view latest →
HBW ADVISORY SERVICES LLC
CIK 0001790525 · 2655 1ST STREET, STE 250, SIMI VALLEY, CA, 93065 · 8004733856
Reported Value
$703M
Q1 2025
Positions
386
Filings on Record
27
2019–present window
Filed
Apr 9, 2025
original filing
Summary
Hbw Advisory Services Llc reported $703M in U.S.-listed holdings across 386 positions for Q1 2025.
Its largest position, VOO, represents 5.8% of the portfolio.
Compared with Q4 2024, the fund opened 54 new positions and exited 43.
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 — Q1 2025
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 ↗.