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Todd Penrod

@Hbw Advisory Services Llc

Latest period2024 - Q4ReportedManaged Assets$974.57MTotal holdings375
Assets growth rate42.47%Assets growth rate (2-Q avg)28%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Hbw Advisory Services Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 375 positions.

Assets under management

The assets under management (AUM) of Hbw Advisory Services Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 974.57M in assets, with a quarterly growth rate of 42.47% and a 2-quarter average growth rate of 28%. The portfolio is managed by Todd Penrod, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
GNOVFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.26%
$2.488M
71,137 shares@ $34.98 avg price
DECWAim Etf Products Trust
Recent Activity
New Position
0.08%
$714,049
23,473 shares@ $30.43 avg price
GOCTFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.07%
$661,486
18,905 shares@ $35.0 avg price
FTAFirst Tr Lrg Cp Vl Alphadex
Recent Activity
New Position
0.07%
$655,109
8,568 shares@ $76.46 avg price
FTGSFirst Tr Exchange Traded Fd
Recent Activity
New Position
0.07%
$614,372
19,566 shares@ $31.4 avg price
PDECInnovator Etfs Trust
Recent Activity
New Position
0.06%
$553,363
14,403 shares@ $38.42 avg price
TDIVFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.06%
$549,455
7,003 shares@ $78.46 avg price
GDECFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.06%
$533,009
15,804 shares@ $33.73 avg price
FDTFirst Tr Exch Trd Alphdx Fd
Recent Activity
New Position
0.06%
$514,084
9,506 shares@ $54.08 avg price
FANGDiamondback Energy Inc
Recent Activity
New Position
0.06%
$508,063
3,101 shares@ $163.84 avg price