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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
XMMOInvesco Exchange Traded Fd T
Recent Activity
Decreased -26.45%
0.12%
$1.118M
9,050 shares@ $123.53 avg price
SPLVInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -2.81%
0.12%
$1.084M
15,486 shares@ $70.0 avg price
KJANInnovator Etfs Trust
Recent Activity
Decreased -0.16%
0.11%
$1.027M
27,486 shares@ $37.35 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Decreased -28.11%
0.1%
$949,849
21,568 shares@ $44.04 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -9.37%
0.1%
$896,365
3,702 shares@ $242.13 avg price
VGTVanguard World Fd
Recent Activity
Decreased -6.77%
0.09%
$855,322
1,376 shares@ $621.61 avg price
IBMInternational Business Machs
Recent Activity
Decreased -0.96%
0.09%
$832,808
3,788 shares@ $219.86 avg price
LMTLockheed Martin Corp
Recent Activity
Decreased -4.98%
0.08%
$768,275
1,581 shares@ $485.95 avg price
VOVanguard Index Fds
Recent Activity
Decreased -10.28%
0.08%
$757,819
2,869 shares@ $264.15 avg price
ARKKArk Etf Tr
Recent Activity
Decreased -0.36%
0.08%
$753,565
13,274 shares@ $56.78 avg price