Todd Penrod

@Hbw Advisory Services Llc

Latest period2024 - Q4

Reported8d ago

Managed Assets$974.57M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
APPApplovin Corp Recent Activity New Position	0.04%	$323,182 998 shares@ $323.83 avg price	New Position
GSGoldman Sachs Group Inc Recent Activity New Position	0.04%	$298,223 521 shares@ $572.41 avg price	New Position
EFIVSpdr Ser Tr Recent Activity New Position	0.04%	$296,137 5,243 shares@ $56.49 avg price	New Position
AXONAxon Enterprise Inc Recent Activity New Position	0.04%	$295,377 497 shares@ $594.32 avg price	New Position
JMSTJ P Morgan Exchange Traded F Recent Activity New Position	0.03%	$287,171 5,663 shares@ $50.72 avg price	New Position
BABoeing Co Recent Activity New Position	0.03%	$264,250 1,493 shares@ $177.0 avg price	New Position
TUGNListed Fd Tr Recent Activity New Position	0.03%	$256,564 10,708 shares@ $23.97 avg price	New Position
FMFFirst Tr Exchange-traded Fd Recent Activity New Position	0.03%	$254,981 5,359 shares@ $47.58 avg price	New Position
FEMFirst Tr Exch Trd Alphdx Fd Recent Activity New Position	0.03%	$244,870 11,116 shares@ $22.03 avg price	New Position
TQQQProshares Tr Recent Activity New Position	0.03%	$244,260 3,087 shares@ $79.13 avg price	New Position