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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
SPTSSpdr Ser Tr
Recent Activity
Exited
0%
$1.365M
46,418 shares@ $29.42 avg price
GMARFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$1.169M
31,837 shares@ $36.72 avg price
QUSSpdr Ser Tr
Recent Activity
Exited
0%
$841,475
5,341 shares@ $157.56 avg price
TLTIshares Tr
Recent Activity
Exited
0%
$826,157
8,422 shares@ $98.1 avg price
SPSBSpdr Ser Tr
Recent Activity
Exited
0%
$823,483
27,196 shares@ $30.28 avg price
GSLCGoldman Sachs Etf Tr
Recent Activity
Exited
0%
$737,645
6,531 shares@ $112.95 avg price
IDEVIshares Tr
Recent Activity
Exited
0%
$638,887
9,020 shares@ $70.84 avg price
GFEBFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$514,822
14,097 shares@ $36.52 avg price
IEIIshares Tr
Recent Activity
Exited
0%
$513,966
4,297 shares@ $119.62 avg price
PJPInvesco Exchange Traded Fd T
Recent Activity
Exited
0%
$508,861
5,851 shares@ $86.97 avg price