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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
MCDMcdonalds Corp
Recent Activity
Decreased -0.66%
0.36%
$3.477M
11,993 shares@ $289.9 avg price
PAPRInnovator Etfs Trust
Recent Activity
Decreased -1.33%
0.35%
$3.403M
92,716 shares@ $36.71 avg price
ADPAutomatic Data Processing In
Recent Activity
Decreased -2.29%
0.34%
$3.235M
11,052 shares@ $292.75 avg price
LOWLowes Cos Inc
Recent Activity
Decreased -0.13%
0.32%
$3.08M
12,481 shares@ $246.8 avg price
PAYCPaycom Software Inc
Recent Activity
Decreased -0.63%
0.28%
$2.713M
13,235 shares@ $204.98 avg price
QYLDGlobal X Fds
Recent Activity
Decreased -0.93%
0.28%
$2.688M
147,527 shares@ $18.23 avg price
DGROIshares Tr
Recent Activity
Decreased -1.43%
0.28%
$2.652M
43,242 shares@ $61.34 avg price
SPEMSpdr Index Shs Fds
Recent Activity
Decreased -3.62%
0.27%
$2.623M
68,362 shares@ $38.37 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Decreased -5.24%
0.26%
$2.517M
18,297 shares@ $137.57 avg price
STIPIshares Tr
Recent Activity
Decreased -28.02%
0.24%
$2.331M
23,167 shares@ $100.61 avg price