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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
FIDUFidelity Covington Trust
Recent Activity
New Position
0.06%
$493,365
7,017 shares@ $70.31 avg price
OUNZVaneck Merk Gold Etf
Recent Activity
New Position
0.05%
$481,510
19,032 shares@ $25.31 avg price
FDNFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.05%
$427,007
1,756 shares@ $243.18 avg price
FTHIFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.05%
$414,346
17,806 shares@ $23.28 avg price
USDUWisdomtree Tr
Recent Activity
New Position
0.05%
$410,046
14,824 shares@ $27.67 avg price
GBTCGrayscale Bitcoin Tr Btc
Recent Activity
New Position
0.04%
$384,385
5,193 shares@ $74.02 avg price
NVBWAim Etf Products Trust
Recent Activity
New Position
0.04%
$380,838
12,297 shares@ $30.97 avg price
OIHVaneck Etf Trust
Recent Activity
New Position
0.04%
$358,506
1,322 shares@ $271.19 avg price
BITBBitwise Bitcoin Etf Tr
Recent Activity
New Position
0.04%
$346,492
6,814 shares@ $50.86 avg price
MSTRMicrostrategy Inc
Recent Activity
New Position
0.04%
$324,664
1,121 shares@ $289.62 avg price