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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
GJANFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -6.35%
0.24%
$2.243M
58,030 shares@ $38.66 avg price
HDHome Depot Inc
Recent Activity
Decreased -0.72%
0.21%
$1.96M
5,038 shares@ $388.96 avg price
SMHVaneck Etf Trust
Recent Activity
Decreased -4.86%
0.19%
$1.846M
7,624 shares@ $242.18 avg price
XLISelect Sector Spdr Tr
Recent Activity
Decreased -0.5%
0.18%
$1.699M
12,893 shares@ $131.77 avg price
SPYGSpdr Ser Tr
Recent Activity
Decreased -2.75%
0.17%
$1.652M
18,799 shares@ $87.9 avg price
XLESelect Sector Spdr Tr
Recent Activity
Decreased -1.03%
0.17%
$1.582M
18,468 shares@ $85.66 avg price
XLCSelect Sector Spdr Tr
Recent Activity
Decreased -2.67%
0.16%
$1.519M
15,694 shares@ $96.81 avg price
JUNMFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -0.05%
0.15%
$1.447M
45,566 shares@ $31.75 avg price
XYLDGlobal X Fds
Recent Activity
Decreased -7.03%
0.14%
$1.357M
32,386 shares@ $41.9 avg price
XSVMInvesco Exchange Traded Fd T
Recent Activity
Decreased -14.11%
0.13%
$1.183M
21,705 shares@ $54.49 avg price